Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TLTW either through stock ...

PresentationErik WoodringMorgan Stanley, Research Division Good morning, everyone. Welcome to Day 2 of the Morgan Stanley TMT Conference. My name is Erik Woodring. I lead the U.S. IT hardware practice here at Morgan Stanley. I'm delighted to be joined by Ingram Micro, the team, Paul Bay, CEO; Mike Zilis, CFO. Before we do quick introductions, for important disclosures please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please re ...

Question-and-Answer SessionLet's start with ELEVIDYS and its current commercial ramp. On the Q4 call, Sarepta guided to 2026 net product revenue of $1.2 billion to $1.4 billion, noting it was comfortable with the current 2026 PMO revenue consensus estimate of $900 million. Now this implies that '26 ELEVIDYS revenue will be between about $300 million and $500 million with $500 million floor run rate if nothing else changes, whether that be sirolimus, whether it be label reexpansion, et cetera. What has chang ...

Question-and-Answer SessionSo to kick things off, for investors who maybe aren't as familiar with Manhattan Associates, maybe you can give us a quick overview of what you all do, key products, who your core customers are.Eric ClarkPresident, CEO & Director Yes. So Manhattan has been in business for 30-plus years, always focused on the supply chain and commerce space. So our key products are across warehouse management, transportation management, order management, point-of-sale and supply chain planning. And ...

Presentation2026 Global Property CEO Conference. I'm Eric Wolfe with Citi Research, and we are pleased to have with us UDR and CEO, Tom Toomey. This session is for Citi clients only and disclosures have been made available at the corporate access desk. To ask a question, you can raise your hand or go to liveqa.com and enter code GPC-26 to submit questions. Tom, we'll turn it over to you to introduce your team, give some opening remarks and tell investors the top reasons to own your stock today. And I think ...

PresentationMeta MarshallMorgan Stanley, Research Division Thank you for being here. I'll read some boring disclosures to kick off and allow you to open up your chips. So for any research disclosures, please see morganstanley.com/researchdisclosures and reach out to your sales representative with any questions. I am Meta Marshall. I cover the networking space here at Morgan Stanley. We are delighted to have Arista, Jayshree Ullal; and Ken Duda, a new special guest joining us on stage, who is President and C ...

Author's note: I present an update my best small and mid-cap stock ideas that insiders are buying only to subscribers of my exclusive marketplace, The Insiders Forum . Our model portfolio has more than doubled the return of its benchmark, the Russell 2000, since its launch. To join our community and gain access to our market beating returns, just click HERE .Shares of foodservice industry technology solutions provider PAR Technology Corporation ( PAR ) have been crushed in the past 16 months despite achievi ...

The deal would provide 'certainty' for Moderna's vaccine portfolio. ...

Semtech Expands Data Center Portfolio with Acquisition of HieFo CorporationMar 3, 2026 5:28 PM Eastern Standard Time# Semtech Expands Data Center Portfolio with Acquisition of HieFo CorporationShare--- Acquisition Adds Indium Phosphide Optoelectronic Devices Including Lasers and Gain ChipsCAMARILLO, Calif.--([BUSINESS WIRE])-- [Semtech Corporation](Nasdaq: SMTC), a leading provider of high- performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, today announced ...

NEW YORK--(BUSINESS WIRE)--Why: Rosen Law Firm, a global investor rights law firm, announces that it is investigating potential securities claims on behalf of shareholders of Elauwit Connection, Inc. (NASDAQ: ELWT) resulting from allegations that Elauwit may have issued materially misleading business information to the investing public. So What: If you purchased Elauwit securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee ar. ...