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TheFly
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TheFly’s Recent Articles
Reddit CFO sells $7.83M in common stock
In a regulatory filing yesterday, Reddit (RDDT) disclosed that its CFO Andrew Vollero sold 48.1K shares of common...
2m ago
RDDT
Sterling Infrastructure upgraded to Buy from Neutral at DA Davidson
DA Davidson analyst Brent Thielman upgraded Sterling Infrastructure (STRL) to Buy from Neutral with an unchanged price target...
7m ago
STRL
Ambarella price target raised to $85 from $80 at Roth MKM
Roth MKM raised the firm’s price target on Ambarella (AMBA) to $85 from $80 and keeps a Neutral...
26m ago
AMBA
Chijet Motor announces receipt of staff delisting determination from Nasdaq
Chijet Motor (CJET) announced that, on February 13, 2025, it received a Staff determination letter (the “Letter”) from...
27m ago
CJET
Freeport-McMoRan upgraded to Buy from Hold at Jefferies
Jefferies upgraded Freeport-McMoRan (FCX) to Buy from Hold with a price target of $48, up from $40. The...
1h ago
FCX
Sempra Energy downgraded to Equal Weight from Overweight at Barclays
Barclays analyst Nicholas Campanella downgraded Sempra Energy (SRE) to Equal Weight from Overweight with a price target of...
1h ago
SRE
Nvidia cut to Hold at Summit Insights on less favorable risk-reward
Summit Insights downgraded Nvidia (NVDA) to Hold from Buy. The stock should continue to outperform consensus expectation based...
1h ago
NVDA
Nvidia downgraded to Hold from Buy at Summit Insights
Summit Insights downgraded Nvidia (NVDA) to Hold from Buy without a price target following tonight’s earnings report, saying...
2h ago
NVDA
SJW Group reports Q4 adjusted EPS 74c, consensus 55c
Reports Q4 revenue $197.8M, consensus $187.48M. “I am pleased to report another year of strong performance, driven by...
2h ago
SJW
SJW Group sees FY25 adjusted EPS $2.90-$3.00, consensus $2.95
“In addition, we are extending our non-linear long-term diluted EPS growth of 5% to 7% through 2029, anchored...
2h ago
SJW
SJW Group to invest $2B in capital over next five years
“SJW Group (SJW) plans to invest $2.0 billion in capital over the next five years, an increase of...
2h ago
SJW
Arhaus downgraded to Neutral from Overweight at Piper Sandler
Piper Sandler downgraded Arhaus (ARHS) to Neutral from Overweight with a price target of $12, down from $15....
2h ago
ARHS
Taboola downgraded to Market Perform from Outperform at Citizens JMP
Citizens JMP analyst Andrew Boone downgraded Taboola (TBLA) to Market Perform from Outperform. Published first on TheFly –...
2h ago
TBLA
U.S. Physical Therapy sees FY25 adjusted EBITDA $88M-$93M
The company said, “Management expects the Company’s Adjusted EBITDA for 2025 to be in the range of $88...
2h ago
USPH
Axon CEO: We are on a mission to make the bullet obsolete in policing
In an interview on CNBC’s Mad Money, Rick Smith said he expects the Nordic countries to lead the...
2h ago
AXON
U.S. Physical Therapy reports Q4 operating EPS 51c, consensus 70c
Reports Q4 revenue $150.06M, consensus $173.1M. Chris Reading, Chief Executive Officer, said, “The past few years have been...
3h ago
USPH
CoreWeave weighs filing $4B IPO within a week, Bloomberg reports
Cloud computing company CoreWeave is mulling filing publicly for an IPO in the U.S. within a week, Bloomberg’s...
3h ago
IBM
AAPL
CoreWeave weighs filing $4B IPO within a week, Bloomberg reports
Cloud computing company CoreWeave is mulling filing publicly for an IPO in the U.S. within a week, Bloomberg’s...
3h ago
IBM
AAPL
Postal Realty Trust reports Q4 AFFO 35c, consensus 27c
Reports Q4 revenue $21.37M, consensus $18.11M. “2024 was a strong operational year for the Company defined by successful...
3h ago
PSTL
Postal Realty Trust sees FY25 AFFO $1.20-$1.22, consensus $1.08
Sees FY25 cash G&A expense $10.5M-$11M. Published first on TheFly – the ultimate source for real-time, market-moving breaking...
3h ago
PSTL
Postal Realty Trust board approves up to $25M stock buyback
Postal Realty Trust (PSTL) announced that its Board of Directors approved a common stock repurchase program. Under the...
3h ago
PSTL
Tandem Diabetes sees Q1 revenue $219M-$224M, consensus $220.7M
Sees Q1 gross margin 51%. Sees Q1 sales in the United States of approximately $144M to $147M. Published...
3h ago
TNDM
Tandem Diabetes sees FY25 revenue $997M to $1.01B, consensus $1.01B
Sees FY25 gross margin 54%. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial...
3h ago
TNDM
Closing Bell Movers: Snowflake up 11%, Nvidia little changed after earnings
Check out this evening’s top movers from around Wall Street, compiled by The Fly. HIGHER AFTER EARNINGS –...
3h ago
A
AI
Snowflake sees Q1 operating margin 5%
Sees Q1 Product revenue $955M- $960M. Published first on TheFly – the ultimate source for real-time, market-moving breaking...
3h ago
SNOW
Snowflake sees FY25 operating margin 8%
Sees FY25 product revenue up 24% at $4.28B. Published first on TheFly – the ultimate source for real-time,...
3h ago
SNOW
Tandem Diabetes sees Q1 revenue $219M-$224M, consensus $248.4M1
Sees Q1 gross margin 51%. Sees Q1 sales in the United States of approximately $144M to $147M. Published...
3h ago
TNDM
U.S. health officials evaluating Moderna bird flu vaccine, Bloomberg reports
U.S. health officials are reviewing the $590M deal for bird flu shots that the Biden administration awarded to...
3h ago
MRNA
Salesforce says Professional services business to be headwind to FY26 revenue
Sees “modest contribution” from Agentforce in FY26 and then expects it to increase in FY27. Sees FY26 CapEx...
3h ago
CRM
Li-Cycle granted approval to trade on OTCQX Best Market
Li-Cycle’s (LICY) common shares have been approved to trade on the OTCQX Best Market, and it expects its...
3h ago
LICY
Salesforce CEO Benioff says ‘this was the best quarter we ever had’
Says passed some “amazing milestones” in Q4. Says closed more than 400 deals over $1M in Q4. Remains...
3h ago
CRM
PFE
Super Micro says matter with SEC now closed
In a regulatory filing, Super Micro (SMCI) states: “On February 25, 2025, the Company received a notification letter...
3h ago
SMCI
Plymouth Industrial REIT reports Q4 core FFO 40c, consensus 46c
Reports Q4 revenue $47.57M, consensus $50.93M. Jeff Witherell, chairman and CEO of Plymouth, noted, “During 2024, our focus...
3h ago
PLYM
Plymouth Industrial REIT sees FY25 core FFO $1.85-$1.89, consensus $1.95
Sees FY25 same store NOI growth 6%-6.5%. Published first on TheFly – the ultimate source for real-time, market-moving...
3h ago
PLYM
NewtekOne reports Q4 EPS 69c, consensus 67c
Net interest income was $11.3 million for the three months ended December 31, 2024; an increase of 2.7%...
4h ago
NEWT
NewtekOne raises FY25 EPS view to $2.10-$2.50 from $2.00-$2.25
Consensus $2.14. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>...
4h ago
NEWT
Starbox Group files to sell 3.21M Class A ordinary shares for holders
17:32 EST Starbox Group (STBX) files to sell 3.21M Class A ordinary shares for holders Published first on...
4h ago
STBX
Cactus reports Q4 adjusted EPS 71c, consensus 72c
Reports Q4 revenue $272.1M, consensus $277.59M. CEO Scott Bender commented, “Full year results for 2024 reflect solid performance...
4h ago
WHD
Lockheed Martin awarded $211.74M Missile Defense Agency contract modification
Lockheed Martin (LMT) was awarded a $211.74M modification to a sole source, cost-plus-incentive-fee, cost-plus-fixed-fee, firm-fixed-price definite contract under...
4h ago
LMT
Check Point price target raised to $255 from $250 at Jefferies
Jefferies raised the firm’s price target on Check Point (CHKP) to $255 from $250 and keeps a Buy...
4h ago
CHKP
Essential Utilities backs FY25 EPS view $2.07-$.2.11, consensus $2.11
Sees FY25 infrastructure investments $1.4B-$1.5B. “We were pleased to execute well for the benefit of all our stakeholders,”...
4h ago
WTRG
HF Sinclair files automatic mixed securities shelf
17:26 EST HF Sinclair (DINO) files automatic mixed securities shelf Published first on TheFly – the ultimate source...
4h ago
DINO
AlTi Global names Mike Harrington CFO
AlTi Global (ALTI) announced the appointment of Mike Harrington to Chief Financial Officer, effective immediately. Harrington replaces Stephen...
4h ago
ALTI
Bristow Group reports Q4 EPS $1.07, two estimates 58c
Reports Q4 revenue $353.5M, two estimates $367M. “We are pleased to report very strong fourth quarter 2024 financial...
4h ago
VTOL
HF Sinclair files to sell 16.06M shares of common stock for holders
17:28 EST HF Sinclair (DINO) files to sell 16.06M shares of common stock for holders Published first on...
4h ago
DINO
Bristow Group backs FY25 revenue view $1.42B-$1.615B, two estimates $1.57B
Backs FY25 adjusted EBITDA view $230M-$260M. Published first on TheFly – the ultimate source for real-time, market-moving breaking...
4h ago
VTOL
Bristow Group backs FY26 revenue view $1.525B-$1.775B
Backs FY26 adjusted EBITDA view $275M-$335M. Published first on TheFly – the ultimate source for real-time, market-moving breaking...
4h ago
VTOL
General Dynamics awarded $654.67M Navy contract
General Dynamics (GD) was awarded a $654.67M cost-plus-fixed-fee/cost-plus-award fee/cost-plus-incentive fee, indefinite-delivery/indefinite-quantity contract for Aircraft Carrier shipyard availabilities. This...
4h ago
GD
Triumph Financial to acquire Greenscreens.ai for $140M in cash, $20M in stock
Triumph Financial (TFIN), has agreed to acquire Greenscreens.ai. Under the terms of the agreement, Triumph will acquire Greenscreens.ai...
4h ago
TFIN
Nvidia sees ‘significant ramp’ of Blackwell in Q1
Says Blackwell addresses “entire AI market.” Says Gaming demand remained “strong” during holiday season, though constrained by supply...
4h ago
NVDA
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