NO
on the Q4 2024 call
2025-02-14
D
NO
on the Q3 2022 call
2022-11-09
D
The model's full reasoning — Q3 2022 call → NOThe user is asking me to evaluate whether the company is talking about demand being "off the charts" and whether the numbers support that claim. Let me review the transcript. Looking at the transcript, the company is NOT talking about demand being "off the charts." In fact, they're talking about: - Market volatility and uncertainty - Scaling back originations - Cautious stance - Declining portfolio balance - Reduced transaction volume - Downward pressure on property values The company is clearly describing a challenging market environment, not strong demand. They closed only one new loan in Q3, scaled back originations, and expect modest portfolio decline. This is the opposite of "demand off the charts." So the answer is no.
← Back to the full GPMT analysis
| Ticker | Company | Call | Date | Call grade |
| VIK |
Viking Holdings Ltd |
Q1 2025 |
2025-05-20 |
B+ |
| EXC |
Exelon Corporation |
Q3 2024 |
2024-10-30 |
B |
| FTAI |
Fortress Transportation and Infrastructu |
Q2 2024 |
2024-07-24 |
A |
| ACM |
AECOM |
Q2 2024 |
2024-05-07 |
B |
| FWONA |
Formula One Group |
Q3 2023 |
2023-11-03 |
C+ |
| PLTR |
Palantir Technologies Inc. |
Q3 2023 |
2023-11-02 |
B |
| MAC |
The Macerich Company |
Q3 2023 |
2023-10-31 |
D |
| LLY |
Eli Lilly and Company |
Q2 2023 |
2023-08-08 |
B+ |
| MVST |
Microvast Holdings, Inc. |
Q2 2023 |
2023-08-07 |
C+ |
| ACXIF |
Acciona, S.A. |
Q2 2023 |
2023-07-28 |
C |
| IMAX |
IMAX Corporation |
Q2 2023 |
2023-07-26 |
B+ |
| USAP |
Universal Stainless & Alloy Products, In |
Q2 2023 |
2023-07-26 |
B |
| RDNT |
RadNet, Inc. |
Q1 2023 |
2023-05-13 |
B+ |
| CTOS |
Custom Truck One Source, Inc. |
Q4 2022 |
2023-03-14 |
B+ |
| MCG |
Membership Collective Group Inc. |
Q4 2022 |
2023-03-08 |
C+ |
| TACT |
TransAct Technologies Incorporated |
Q4 2022 |
2023-03-08 |
A |
| TCOM |
Trip.com Group Limited |
Q4 2022 |
2023-03-06 |
B+ |
| MSI |
Motorola Solutions, Inc. |
Q4 2022 |
2023-02-09 |
B+ |
| SOUN |
SoundHound AI, Inc. |
Q3 2022 |
2022-11-13 |
D |
| ATSAF |
ATS Automation Tooling Systems Inc. |
Q2 2023 |
2022-11-12 |
C+ |
| BEEM |
Beam Global |
Q3 2022 |
2022-11-10 |
C+ |
| TT |
Trane Technologies plc |
Q3 2022 |
2022-11-02 |
A |
| GTLS |
Chart Industries, Inc. |
Q3 2022 |
2022-10-28 |
C+ |
| ONON |
On Holding AG |
Q2 2022 |
2022-08-16 |
A |
| RMD |
ResMed Inc. |
Q4 2022 |
2022-08-11 |
C |
| CRL |
Charles River Laboratories International |
Q2 2022 |
2022-08-03 |
C |
| ORGN |
Origin Materials, Inc. |
Q2 2022 |
2022-08-03 |
F |
| GRBMF |
Grupo Bimbo, S.A.B. de C.V. |
Q2 2022 |
2022-07-22 |
B |
| REXR |
Rexford Industrial Realty, Inc. |
Q2 2022 |
2022-07-21 |
B |
| ZIP |
ZipRecruiter, Inc. |
Q1 2022 |
2022-05-11 |
A |
| KXSCF |
Kinaxis Inc. |
Q1 2022 |
2022-05-06 |
B+ |
| SRE |
Sempra Energy |
Q1 2022 |
2022-05-05 |
B+ |
| WOLF |
Wolfspeed, Inc. |
Q3 2022 |
2022-05-04 |
A |
| EQIX |
Equinix, Inc. |
Q1 2022 |
2022-04-27 |
B+ |
| FAT |
FAT Brands Inc. |
Q4 2021 |
2022-03-21 |
F |
| BKFKF |
P/F Bakkafrost |
Q4 2021 |
2022-02-22 |
C |
| AMAT |
Applied Materials, Inc. |
Q1 2022 |
2022-02-16 |
B+ |
| GPI |
Group 1 Automotive, Inc. |
Q4 2021 |
2022-02-10 |
B+ |
| DGII |
Digi International Inc. |
Q1 2022 |
2022-02-02 |
C+ |
| CSWC |
Capital Southwest |
Q3 2022 |
2022-02-01 |
B+ |
| NJDCY |
Nidec Corporation |
Q3 2021 |
2022-01-26 |
B+ |
| PLBY |
PLBY Group, Inc. |
Q3 2021 |
2021-11-16 |
F |
| RCRRF |
Recruit Holdings Co., Ltd. |
Q2 2021 |
2021-11-15 |
C+ |
| LUNA |
Luna Innovations Incorporated |
Q3 2021 |
2021-11-15 |
C |
| AMN |
AMN Healthcare Services, Inc. |
Q3 2021 |
2021-11-07 |
B+ |
| DIOD |
Diodes Incorporated |
Q3 2021 |
2021-11-03 |
A |
| POLY |
Plantronics, Inc. |
Q2 2022 |
2021-10-28 |
C |
| AOS |
A. O. Smith Corporation |
Q3 2021 |
2021-10-28 |
B+ |
| HSY |
The Hershey Company |
Q3 2021 |
2021-10-28 |
C |
| SLAB |
Silicon Laboratories Inc. |
Q3 2021 |
2021-10-27 |
B |
| ENTG |
Entegris, Inc. |
Q3 2021 |
2021-10-26 |
C+ |
| THBRF |
Thunderbird Entertainment Group Inc. |
Q4 2021 |
2021-10-20 |
D |
| ASAN |
Asana, Inc. |
Q2 2022 |
2021-09-01 |
B+ |
| STVN |
Stevanato Group S.p.A. |
Q2 2021 |
2021-08-19 |
B+ |
| ZIM |
ZIM Integrated Shipping Services Ltd. |
Q2 2021 |
2021-08-18 |
B+ |
| BOXL |
Boxlight Corporation |
Q2 2021 |
2021-08-12 |
B+ |
| PAG |
Penske Automotive Group, Inc. |
Q2 2021 |
2021-07-28 |
A |
| GLW |
Corning Incorporated |
Q2 2021 |
2021-07-27 |
B+ |
| INTC |
Intel Corporation |
Q2 2021 |
2021-07-22 |
D |
| DOV |
Dover Corporation |
Q2 2021 |
2021-07-20 |
B+ |
| MU |
Micron Technology, Inc. |
Q3 2021 |
2021-06-30 |
B+ |
| TROX |
Tronox Holdings plc |
Q1 2021 |
2021-04-29 |
A |
| SWK |
Stanley Black & Decker, Inc. |
Q1 2021 |
2021-04-28 |
A |
| PRPL |
Purple Innovation, Inc. |
Q3 2020 |
2020-11-11 |
B |
| LOGI |
Logitech International S.A. |
Q1 2021 |
2020-07-21 |
B+ |
| TRP |
TC Energy Corporation |
Q1 2019 |
2019-05-03 |
C+ |
| POLA |
Polar Power, Inc.'s |
Q3 2018 |
2018-11-13 |
D |
| CVGI |
Commercial Vehicle Group, Inc. |
Q2 2018 |
2018-08-12 |
B |
| SBUX |
Starbucks Corporation |
Q1 2018 |
2018-01-26 |
C |
| LIND |
Lindblad Expeditions Holdings, Inc. |
Q2 2017 |
2017-08-06 |
C |
| UCTT |
Ultra Clean Holdings, Inc. |
Q2 2017 |
2017-07-27 |
A |
| FIVN |
Five9, Inc. |
Q4 2016 |
2017-02-17 |
B+ |
| BX |
Blackstone Inc. |
Q1 2016 |
2016-04-21 |
B |
| HPP |
Hudson Pacific Properties, Inc. |
Q4 2015 |
2016-02-25 |
C |
Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our
methodology.