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Bullished

@TheBullished

Building smart coverage for every stock, not just those Wall Street follows. Follow as we get started. 🐂 Free daily wraps at 7:30, 11:30 and 4:30 ET

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Joined September 2026
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Wall Street gives the S&P 500 about 17 analysts a stock. A quarter of public companies get zero. We're building coverage for all 6,000, starting straight from the filings. 2-minute survey: tell us what you'd actually read 👇 forms.gle/bL5kB2nhSz8LdbGf8
Help us build coverage for every stock

Help us build coverage for every stock

Wall Street covers a few hundred companies closely. At Bullished, we're building smart coverage for all 6,000 US stocks, read straight from the filings, minutes after they land. Take two minutes to...

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Ingram Micro's gross margin slipped to 6.55% from 6.90%, which the company blamed on lower-margin GPU and AI-infrastructure products. Excluding those large deals, $INGM's margin was 7.06% against 7.10% a year earlier. Full Story 👇
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$INGM bullished.co/ingram-micro-sa…
Ingram Micro (INGM) Sales Jump 20.8% To $15.2 Billion As GPU Demand Lifts Cash Flow

Ingram Micro (INGM) Sales Jump 20.8% To $15.2 Billion As GPU Demand Lifts Cash Flow

The IT distributor forecast fourth-quarter sales of $17.5 billion to $17.9 billion and raised its quarterly dividend to $0.088 a share.

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$COLM sees mid-single-digit wholesale growth in H1 2027, U.S. and global Spring order book improved from low-to-mid single digits at the last call Full-year 2027 guidance comes on the Q4 call Full Story 👇
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$COLM bullished.co/columbia-sports…
Columbia Sportswear (COLM) Forecasts Mid-Single-Digit Wholesale Growth For First Half Of 2027

Columbia Sportswear (COLM) Forecasts Mid-Single-Digit Wholesale Growth For First Half Of 2027

The spring order book strengthened since the last call, but the CFO would not sketch 2027 margins beyond a roughly 180-basis-point tariff-refund benefit.

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$BFAM says the UK regulator's safeguarding notice hit fall enrollment less over the summer than it expects now. CEO Stephen Kramer said the larger impact lands in Q4 and lasts until the notice is lifted. Q4 revenue guide: $730M to $740M. Full Story 👇
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$BFAM bullished.co/bright-horizons…
Bright Horizons (BFAM) Cuts 2026 Outlook To $3.07 Billion In Revenue As UK Safeguarding Notice...

Bright Horizons (BFAM) Cuts 2026 Outlook To $3.07 Billion In Revenue As UK Safeguarding Notice...

The child care provider now sees fourth-quarter revenue of $730 million to $740 million, with the bigger enrollment hit still ahead.

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$COLM's U.S. net sales fell 1% in Q3, which Tim Boyle attributed to delayed wholesale shipments. But U.S. e-commerce grew mid single digits, high single digits for the Columbia brand, with fewer promotions. Full Story 👇
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$COLM bullished.co/columbias-1991-…
Columbia's 1991-Style Fax Stunt Drew Over 8,000 Faxes For A Free Fleece (COLM)

Columbia's 1991-Style Fax Stunt Drew Over 8,000 Faxes For A Free Fleece (COLM)

CEO Tim Boyle also said new-consumer growth in the third quarter was the strongest since 2023, with U.S. e-commerce up mid single digits.

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A Bain Capital life sciences fund may be deemed to own 9.99% of $ADCT, or 14,825,625 shares. But it holds 7,000,000 common shares. The rest counts pre-funded warrants, and a blocker bars exercise that would lift it above 9.99%. Full Story 👇
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$ADCT bullished.co/bain-capital-li…
Bain Capital Life Sciences Fund Reports 9.99% Passive Stake In ADC Therapeutics (ADCT)

Bain Capital Life Sciences Fund Reports 9.99% Passive Stake In ADC Therapeutics (ADCT)

The fund counts warrants toward the position, and a blocker stops it from crossing 9.99% of the shares outstanding.

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Healthcare Realty's Q3 Normalized FFO edged up to $0.42 from $0.41, and revenue fell to $286.6M from $297.8M. Still, $HR raised its 2026 Normalized FFO outlook to $1.65-$1.67 a share, up $0.02 at the midpoint from July. Full Story 👇
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$HR bullished.co/healthcare-real…
Healthcare Realty (HR) Lifts 2026 Profit Outlook To $1.65-$1.67 A Share After Same-Store Income...

Healthcare Realty (HR) Lifts 2026 Profit Outlook To $1.65-$1.67 A Share After Same-Store Income...

The medical office landlord also narrowed its quarterly loss to $0.05 a share and renewed a buyback authorization of up to $500 million.

bullished.co
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Dexcom's inventory ended September at $770.7M, up from $629.1M at year-end. Finished goods were $462.9M against $266.5M. $DXCM also booked $33.0M of inventory reserve charges in Q3, tied in part to the planned end of G6 manufacturing. Full Story 👇
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$DXCM bullished.co/dexcom-finished…
Dexcom (DXCM) Finished A $1 Billion Buyback In Nine Months, Then Approved Another

Dexcom (DXCM) Finished A $1 Billion Buyback In Nine Months, Then Approved Another

Third-quarter operating cash flow fell 51% from a year earlier as inventory climbed and a second $1.00 billion repurchase program followed.

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Alnylam now expects 2026 TTR sales at the low end of $4.2B-$4.5B Cited: cautious Q4 hospital ordering ahead of the 340B rule Also cited: UnitedHealth's stricter first-line Amvutra policy since Oct. 1 $ALNY Full Story 👇
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$ALNY bullished.co/alnylam-will-sk…
Alnylam Will Skip 2027 Guidance At JPMorgan, Waiting On A Medicare 340B Rule (ALNY)

Alnylam Will Skip 2027 Guidance At JPMorgan, Waiting On A Medicare 340B Rule (ALNY)

The drugmaker will give 2027 product revenue guidance in mid-February, after a pending 340B rule and a UnitedHealth policy change.

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$JKHY booked $17.9M of deconversion revenue in its fiscal Q1, and put its fiscal 2027 estimate at $30.0M. The $17.9M is part of that $30.0M, not on top of it. The estimate is based on the first-quarter result, the company said. Full Story 👇
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$JKHY bullished.co/jack-henry-puts…
Jack Henry (JKHY) Puts Fiscal 2027 Deconversion Revenue At $30 Million, With $17.9 Million Already...

Jack Henry (JKHY) Puts Fiscal 2027 Deconversion Revenue At $30 Million, With $17.9 Million Already...

The bank-software provider says fees from clients that leave after being acquired are outside its control and stay out of adjusted revenue.

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$PFSI's production segment went from $38M of pretax income in Q2 to a $7M pretax loss in Q3. Acquisitions and originations fell 30% from the prior quarter to $24.4B. Servicing earned $99M pretax, up from $22M in Q2. Full Story 👇
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$PFSI bullished.co/pennymacs-loan-…
PennyMac's Loan Production Unit Loses $7 Million As Rising Mortgage Rates Cut Lending 30% (PFSI)

PennyMac's Loan Production Unit Loses $7 Million As Rising Mortgage Rates Cut Lending 30% (PFSI)

The mortgage lender plans $160 million in expense cuts, and its president will retire June 30, 2027.

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