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Trader NoteANET

Street Upgrades Arista After a Strong Earnings Print

Arista Networks enters the post-earnings stretch with a sharp lift from analysts and an equally sharp sell from its CEO — a split signal that frames the week neatly. The most active story is on the Street. Five…

1 min read
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Trader NoteMC

Moelis shares slide while analysts debate M&A recovery

Moelis & Company heads into this week with a curious split: the stock fell nearly 9% on the week to $63.49, while short sellers were actually trimming rather than pressing. That divergence — selling pressure without a…

1 min read
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Trader NoteTSLX

TSLX: Insider conviction meets post-earnings pressure

TSLX heads into the week after its Q1 2026 report with the borrow market fully tapped out, an elevated short score near 79, and a stock that rallied 3% on the week despite slipping into earnings — a tight, contested…

1 min read
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Trader NoteRARE

RARE shorts rebuild as analysts split after Q1 miss

Ultragenyx Pharmaceutical heads into the post-earnings week with short sellers adding positions and analysts pulling in opposite directions — a split that reflects the market's unresolved read on whether the Q1 revenue…

1 min read
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Trader NotePRGO

PRGO Beats on Earnings, but the Real Test Is Still Ahead

PRGO reported Q1 2026 results today at the most consequential moment in its multi-year restructuring, landing an earnings beat that markets have greeted cautiously — and for good reason. Adjusted EPS came in at $0.43,…

1 min read
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Trader NoteAMC

AMC's Earnings Beat Meets a Fully Tapped Borrow Market

AMC Entertainment just delivered a Q1 revenue beat — domestic box office jumped 22% — yet the lending market for its stock has simultaneously reached maximum tightness, creating an unusually charged backdrop as short…

1 min read
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Trader NoteABEV3

Ambev jumps 15% on Q1 earnings day — shorts retreat

ABEV3 erupted higher on May 5, gaining 15.3% in a single session after reporting Q1 2026 results — its biggest one-day move in recent memory — and the question now is whether the rally has left positioning and…

1 min read
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Trader NoteVCYT

VCYT Shorts Plateau After Post-Earnings Build

Veracyte enters the post-earnings stretch with short sellers sitting on a meaningful but stabilising position — a setup where the headline numbers are less interesting than the direction of travel. Short interest has…

1 min read
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Trader NoteCRTO

Criteo beats Q1 estimates but guidance disappoints

CRTO reported Q1 2026 results this morning, delivering an earnings beat that failed to lift the stock above its recent range — and the tension between a clean headline print and a guarded revenue outlook defines the…

1 min read
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Trader NoteFATE

FATE surges 82% on FDA manufacturing nod ahead of earnings

Fate Therapeutics enters its May 14 earnings call riding an extraordinary week — the stock doubled on a regulatory catalyst while short sellers quietly trimmed positions and call buyers dominated the options…

1 min read
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Trader NoteCDW

CDW Rallies on Revenue Beat, But Shorts Keep Piling In

CDW enters the post-earnings stretch carrying two contradictory signals: revenue that surprised to the upside and a short book that has grown 22% in a month. Q1 results, reported this morning, set the tone for the…

1 min read
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Trader NoteVOYA

Voya shorts retreat as the stock reclaims lost ground

VOYA has staged a sharp recovery — up 24% over the past month to $83.11 — and short sellers have been moving the other way just as fast. Short interest in Voya Financial has collapsed from a near-term peak, shedding…

1 min read
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Trader NoteGCTK

GCTK: Short sellers dominate a falling ticker

GlucoTrack, Inc. heads into the week with one of the most extreme short-interest profiles in the small-cap health care universe — a stock priced at $0.73 and falling, with bears commanding a position that dwarfs the…

1 min read
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Trader NoteBFAM

JP Morgan Trims BFAM Target After Q1 Print

Bright Horizons Family Solutions enters June earnings prep in an unusual position: the Street's biggest bulls are cutting price targets even as the company holds its ground, leaving a widening gap between analyst…

1 min read
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Trader NoteTVTX

TVTX Catches Its Breath After a 47% Tear

Travere Therapeutics arrives at the close of this week carrying two competing stories: a Q1 earnings beat that pulled the entire sell-side to raise its targets, and a cluster of insider sales from the same management…

1 min read
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Trader NoteMPLX

MPLX Yields Hold Firm After Q1 Beat

MPLX reported Q1 earnings on May 5 and delivered the kind of quiet beat that defines its investment case — a 1.7% one-day gain and a further drift higher through the week. The stock closed Wednesday at $55.66, up about…

1 min read
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Trader NoteHY

HY Beats EPS but Revenue Gap Spooks No One

Hyster-Yale delivered a rare positive surprise this week — one that the market treated as a turning point rather than a consolation prize. The forklift maker posted Q1 2026 adjusted EPS of -$1.64, clearing the -$1.80…

1 min read