TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 11.28% (gross) and 11.02% (net), compared to the Russell 2000 Growth Index by 11.97%. Equities posted double-digit returns in the second quarter as global economic activity measures lifted. In addition, please check the fund’s top five holdings to know its best picks in 20 ...

The Trade Desk stock price has suffered a harsh reversal as it moved from the best performer in the Nasdaq 100 Index in 2024 to the worst one. TTD plunged to a low of $46.50 on Wednesday, its lowest l... ...

Raymond James has downgraded Iridium Communications (NASDAQ:IRDM) to "outperform" from a previous investment rating of "strong buy" on Thursday. The research firm's rating change comes following the announcement earlier this week that Elon Musk's Starlink is buying certain wireless spectrum in ...

基金业绩表现 - TimesSquare Capital Management美国小盘成长策略基金2025年第二季度总回报率为11.28%（毛）和11.02%（净）[1] - 同期罗素2000成长指数回报率为11.97% 基金表现略低于基准指数0.69个百分点[1] - 全球经济活动指标改善推动股票在第二季度实现两位数回报[1] BJ批发俱乐部财务表现 - 2025年第二季度净销售额约为53亿美元 较上年同期增长3.4%[4] - 第一季度利润和收益超出市场预期[3] - 消费品类别强劲增长抵消了季节性大件商品类别的轻微下滑[3] 股价与市值表现 - 截至2025年9月10日收盘价为每股97.44美元 市值达到128.38亿美元[2] - 一个月回报率为-5.27% 但过去52周股价累计上涨20.67%[2] - 公司股价出现6%的回调 基金管理层选择在此期间增持头寸[3] 机构持仓情况 - 2025年第二季度末有44只对冲基金持有BJ批发俱乐部股票 较上一季度的43只有所增加[4] - 该股票未入选对冲基金最受欢迎的30只股票名单[4] 公司业务模式 - 运营会员制仓储式俱乐部 提供食品杂货、一般商品、汽油及其他辅助服务[2] - 采用优惠券簿和促销活动等营销方式[2] - 被基金管理公司归类为价值导向型专业零售商[3] 管理层策略 - 管理层决定维持全年业绩指引 被投资者视为保守做法[3] - 尽管短期股价承压 但基金管理层认为维持指引是谨慎之举[3]

Key Takeaways Chevron aims to lift Vaca Muerta output to 30,000 bpd by end-2025.Advances in drilling and a strong shale base drive Chevron's Argentina expansion.Vaca Muerta growth is central to Argentina's energy independence strategy.Chevron Corporation (CVX) is set to boost its oil output in Argentina’s renowned Vaca Muerta shale formation, aiming to reach 30,000 barrels per day (bpd) by the end of 2025. The company’s target of increased output is a clear signal of both confidence and ambition in one of t ...

KalVista Pharmaceuticals, Inc. (KALV) came out with a quarterly loss of $1.12 per share versus the Zacks Consensus Estimate of a loss of $0.91. This compares to a loss of $0.87 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -23.08%. A quarter ago, it was expected that this company would post a loss of $0.77 per share when it actually produced a loss of $0.99, delivering a surprise of -28.57%.Over the last four quarters, the c ...

The Lovesac Company (NASDAQ:LOVE) shares tumbled in premarket trading Thursday after reporting second-quarter results that, while showing some sales resilience, highlighted margin pressures and weaker-than-expected guidance. The furniture retailer posted a second-quarter loss of 45 cents per share, narrower than the 71-cent loss anticipated by analysts. Quarterly sales rose 2.5% year-over-year to $160.53 million, slightly above the Street’s forecast of $160.23 million. “Looking ahead, while we balance nea ...

Question-and-Answer SessionAnd you reported -- when you reported your 1H results, your RevPAR in 2Q was slightly positive. I think you said in the earnings call that 3Q demand trends are similar to 2Q. Can you talk about what you're seeing in your key markets?Elie MaaloufCEO & Executive Director Sure. Well, first of all, great to be here and a beautiful day in New York, my first time at the BofA conference. So pleased to be here with you. I'd say that if you were going to put one word on demand around the w ...

Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management . He also manages the Focused Growth portfolio on the new fintech platform called Dub , which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the ...

BOSTON--(BUSINESS WIRE)--Vertex Pharmaceuticals Incorporated (Nasdaq: VRTX) today announced that Senior Vice President Paul Negulescu has been named as one of the winners of this year's Lasker~DeBakey Clinical Medical Research Award for his role "in the development of a novel, life-saving treatment for cystic fibrosis (CF) — namely, a triple-drug combination therapy, TRIKAFTA®, that has helped countless people with this genetic disease.†Dr. Negulescu is one of three awardees, alongside Jesús (. ...