TickerTrends 🔬

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[TickerTrends 🔬 @tickerplus]

$FIGS Figs we published a note containing our forecasts for:
- Total Revenue
- Active Customers
- Average Order Value

Sent to KPI Forecasting subscribers email [email protected] for access
Preview here: https://t.co/MCfAN92w9X

[TickerTrends 🔬 @tickerplus]

France likes $NBIS! Our data indicated the France rollout was going well.
https://t.co/LjpourrTAi

[Emmanuel Macron @EmmanuelMacron]

Nebius choisit la France.

L’acteur du Cloud IA dévoile un projet de plus de 8 milliards d’euros d’investissement pour déployer des infrastructures et des services de cloud, avec une capacité cible de 240 MW, positionnant le site parmi les plus puissants du continent.

Bedankt!

[TickerTrends 🔬 @tickerplus]

$NBIS Nebius is scaling its global infrastructure footprint.

TickerTrends data now shows signals across 16 active DC regions globally, with new expansion clusters recently appearing in South Korea, Japan, Spain, Taiwan, and the Middle East.

[TickerTrends 🔬 @tickerplus]

$NBIS +5% AH following Situational Awareness LP 5.6% stake disclosure

[TickerTrends 🔬 @tickerplus]

$FIVE We posted a note on the impact of the "squishy dumpling" trend on upcoming Five Below earnings

Preview here: https://t.co/ycFlPy7Hp6

[TickerTrends 🔬 @tickerplus]

@KB2019_19 Looks like some layoff speculation ahead of ER + speculation around the google partnership

[TickerTrends 🔬 @tickerplus]

@ConsensusGurus @internpierre Shellona Saint Tropez!

[TickerTrends 🔬 @tickerplus]

@oatly Get the Strawberry Matcha on TikTok shop!

[TickerTrends 🔬 @tickerplus]

$MOV Movado (affordable watches) +15% following growth in both direct-to-consumer and wholesale businesses citing strength in new offerings and young consumers

[TickerTrends 🔬 @tickerplus]

Why $CDNS is outperforming $SNPS at $NVDA:

Cadence tool mentions are tracking 2.3x Synopsys in NVIDIA roles, led by analog/mixed-signal, advanced packaging, and CoWoS/NVLink-related workflows.

Virtuoso + Allegro APD give $CDNS a footprint with less direct Synopsys overlap.

[TickerTrends 🔬 @tickerplus]

$LULU weakness in OOTD continues to stand out.

Old Navy and Free People are gaining share in fashion content, while Lululemon and Adidas have been losing share over the last 1.5 years.

[TickerTrends 🔬 @tickerplus]

@TheStarkCapital $HD definitely looks interesting! We'll be watching to see if it leads to a material lift

[TickerTrends 🔬 @tickerplus]

@AudemarsPiguet

[TickerTrends 🔬 @tickerplus]

$UHR There has been a lot of debate over whether the AP x Swatch collab would dilute Audemars Piguet’s brand.

Since the announcement, Royal Oak has gone from underperforming the broader watch market to outperforming by ~90bps.

[TickerTrends 🔬 @tickerplus]

$WING mukbang mindshare appears to be stalling while Dave’s Hot Chicken and Buldak are gaining share in short-form food content.

[TickerTrends 🔬 @tickerplus]

@Beale_St_Bets We view $ELF as outperforming right now.

If sector weakness hits revenue and management offers no clear path back to profitability, the market will punish the results.

Consensus remains deeply short, so any beat or positive surprise could drive a sharp move.

[TickerTrends 🔬 @tickerplus]

TickerTrends Private Market Revenue Tracking is rolling out.

Weekly revenue estimates for hundreds of private companies powered by TickerTrends data.

Databricks:
• Estimate: $6.37B ARR
• Implied YoY growth: +76.9% vs. last reported +66.6%

Interested: [email protected]

[TickerTrends 🔬 @tickerplus]

@Beale_St_Bets $ELF market is still worried about profitability and core brand growth.

Company has been prioritizing rev growth over margins last few quarters, even with tariff and cost pressures hitting.

This is getting amplified by sector weakness $SBH and $ULTA both put up soft numbers.

[TickerTrends 🔬 @tickerplus]

$SG upgraded today following the launch of the Wraps as tracked by TickerTrends

[TickerTrends 🔬 @tickerplus]

$SG +8% today following rollout of Wraps - TickerTrends granular social tracking updates daily to quantify impact and popularity

[TickerTrends 🔬 @tickerplus]

$UHR The AP x Swatch Royal Pop collab drove an 8x spike in TikTok posts the week of May 17.

Pre-launch: ~2,500-2,800 posts/week combined.
Week of May 17: 21,798 posts.