All Reports

We think the recent 10% decline in the shares of Uber Technologies (UBER; $72.64; O/P), most likely on renewed fears that the advent of robotaxis turns out to be detrimental to the company’s long-term growth…

Lyft (LYFT; $14.90; E/W) negatively surprised the Street yesterday with news that CFO Erin Brewer plans to retire effective September 28th, 2026. In our view, Ms. Brewer, who has been with the company as CFO…

Last night, Amkor Technology (AMKR; $50.72; E/W) announced that it was proceeding with the construction of Phase 2 of its advanced packaging and test campus in Arizona. Most importantly, management disclosed that its customer commitments…

We think a presentation at an investor conference yesterday from the CFO of Advanced Micro Devices (AMD; $507.25; NR) further suggested to us that the shares of Sanmina (SANM; $205.41; O/P) remain well undervalued. We…

This morning, Corning (GLW; $168.48; E/W) announced that it has extended on a prior set of long-standing supply agreements with Verizon (VZ; $50.10; NR) through what is being described as a “multi-billion-dollar agreement for 80+…

We are raising our F2027/2028E (Apr) EPS from $9.00/$9.90 to $10.00/$10.90 for NetApp (NTAP; $185.38; E/W) after the company’s FQ1 (July) EPS handily beat Street expectations and the company raised its F2027E EPS outlook, albeit…

Last night, Flex (FLEX; $107.89; O/P) announced a definitive agreement to acquire EPC Power, which will become part of its soon to be separated Cloud and Power Infrastructure business (CPI; 33% of F2027E sales and…

We are raising our rating from Equal-Weight to Outperform and establishing a target of $625 on the shares of Dell Technologies (DELL; $492.00) after the company produced another substantial “beat and raise” with its FQ2…

This morning, Vertiv (VRT; $256.67; O/P) announced an agreement to acquire Utility Innovation Group (UIG) for $1.45B in cash at closing before considering potential “earn out” payments of up to $1.15B over the next 12…

We think investors are looking for NetApp (NTAP; $187.02; E/W) to provide, with its FQ2 (July) results and guidance, more meaningful evidence that data center modernization trends can drive a “full throated” upturn in storage…

We think investor optimism is high around the shares of Dell Technologies (DELL; $461.22; E/W) into its FQ2 (July) results and guidance, which are due on Tuesday (9/1 after market). Of course, the main reason…

The shares of Sandisk (SNDK; $1,484.95; O/P) continued their recent market lagging performance today despite some more positive data points for the business last night out of NVIDIA (NVDA; $226.71; NR). From our perspective, the…

We think this morning’s news on and around Uber Technologies’ (UBER; $76.82 O/P) plans to acquire Delivery Hero (DHER.GY; €37.05; NR) represents another positive for investors willing to consider the benefits of this transaction, which…

We believe the recent 25%+ decline in the shares of Benchmark Electronics (BHE; $72.63; O/P), which has occurred over just the past two months, proves overdone in coming months, if only for the ongoing upside…

The shares of the electronics manufacturing services (EMS) companies we follow have had a “tough summer” that has run in the face of robust “beat and raises” and a range of asymmetric business and capital…