Trader Note — 2287 total
Paycom Software enters the post-earnings window with a notable short position shrinking — but not disappearing. The stock added 5.5% on the week to close at $131.68, and the read from the lending market is that bears…
Phibro Animal Health just reported fiscal Q3 results that beat on both top and bottom lines — and promptly raised full-year guidance — yet the CEO has spent the past two weeks trimming his position into every…
Magnite just delivered a clean earnings beat — and the options market had already started anticipating it. Q1 results, reported after the bell on May 6, came in ahead of estimates on both lines. Adjusted EPS hit $0.13…
BGSF filed Q1 2026 results after the close on May 6, with the earnings call scheduled for the morning of May 7 — and the print arrived with a split verdict that captures exactly where the staffing company stands right…
Gold.com heads into post-earnings trading with a story that is sharply split: the Q3 numbers just printed well above expectations, yet short sellers had been quietly rebuilding their positions for weeks ahead of the…
TriplePoint Venture Growth BDC Corp. reported first-quarter 2026 results after the close on May 6 — a miss on both earnings and revenue — arriving into a market where short sellers have been quietly retreating for…
InvenTrust Properties Corp. heads into early May with a fresh analyst upgrade in its pocket but options traders at their most defensive in months. The most notable development this week is a JP Morgan move. The firm's…
Xencor reports Q1 results after the close on May 6 that land well short of expectations — EPS of -$1.71 against a -$0.75 estimate, with revenues of $4.5M versus the $27.8M the Street had modelled. The Q1 miss arrives…
BHR just filed a week dense with corporate action: Q1 FFO of $0.52 beat the $0.38 consensus, revenue of $209M topped estimates, and the company agreed to sell its Park Hyatt Beaver Creek Resort & Spa for $176M. The…
CHGG spent the week climbing 16% into its Q1 print. The report beat estimates. Then the Q2 revenue guide came in roughly 15% below consensus, and the stock dropped more than 11% in after-hours trading. That is the core…
ADMA Biologics reports Thursday with a familiar tension: a stock that has rallied 11.5% over the past month is now pulling back into the number, down 6% on the week to $10.25, while short interest has quietly rebuilt…
American Homes 4 Rent heads into Thursday's Q1 earnings release as a relative bright spot in a bruised residential REIT sector, with the stock up 11% in a month while most peers remain under pressure. The…
Noodles & Company closed Wednesday down 12.7% — a punishing post-earnings reaction to what was, on paper, a beat-and-raise quarter. Q1 2026 numbers were better than feared. Adjusted EPS came in at $(0.44), far ahead of…
EVERTEC, Inc. fell 5.4% on the week to close at $28.38, heading into its May 21 earnings date with the stock near a two-month low and the broader payments sector facing heavy selling pressure. The stock's options…
XRN just delivered a classic "good news, bad news" earnings night — and the market will be deciding which story to believe when the Q1 call kicks off on May 7. Q1 results landed after the close on May 6. Revenue of…
CrossAmerica Partners LP heads into its May 7 earnings call with an unusually sharp swing in options sentiment dominating the short-term picture. The clearest signal this week is in options. The put/call ratio jumped…
LegalZoom.com heads into its Q1 2026 earnings print — due after the bell on May 7 — with short sellers cutting exposure at a notable pace, the stock up 15% over the past month, yet still trading well below where…
DiaMedica Therapeutics just crossed two catalysts in 48 hours, and short sellers are watching carefully. Q1 2026 results, released after market close on May 6, came in at -$0.19 per share — inline with expectations.…
MTSI arrives at Thursday's Q1 earnings call with its best week in months already in the bag — and the Street has been raising targets faster than the stock has been moving. The week's standout is price action. MACOM…
STKS delivered a week dominated by earnings day. The ONE Group Hospitality reported Q1 2026 results on May 6 that fell short on both lines — and the setup heading into that print was already revealing. The Q1 numbers…
