All Reports

This morning, Uber Technologies (UBER; $91.48; E/W) announced it is expanding on its grocery delivery service in the U.S. with the addition of several new partnerships, including Big Y and King Kullen in the Northeast,…

Yesterday’s 10-Q filing from Jabil (JBL; $216.99; O/P), for its FQ3 ending May 31st, disclosed that the company signed a binding purchase agreement on June 2nd to acquire privately held Rebound Technologies, which is a…

We are raising our outdated price target on the shares of Fabrinet (FN; $293.17; O/P) from $270 to $335 for a recent series of positive data points across the company’s major served markets and our…

The shares of Nextracker (NXT; $55.35; E/W) are down 5% this morning after the U.S. Senate once again revised the proposed U.S. Budget Reconciliation Bill over the weekend. The bill, which according to press reports…

We think another recent wave of news about U.S. pilot programs testing autonomous last mile delivery highlights what can be a significant robotics opportunity for on-demand delivery networks over the long term for companies such…

On Wednesday (6/25), Nextracker (NXT; $58.22; E/W) announced it was selected to supply its NX Horizon solar trackers to power the Oricheio PPC solar photovoltaic (PV) park in Western Macedonia, Greece which we think provides…

We are raising our target from $140 to $160 on the shares of Micron Technology (MU; $127.25; O/P) as we increase our F2025/F2026E (Aug) EPS from $6.70/$9.10 to $7.80/$11.65 after the company produced an especially…

Micron Technology (MU; $127.25; O/P) reported FQ3 (May) non-GAAP EPS of $1.91, which was well ahead of our $1.55 and the Street’s $1.60 on meaningful sales upside ($9,301mm vs. our $8,750mm and consensus of $8,863mm)….

We bump up our target on the shares of Sanmina (SANM; $94.98; O/P) from $105 to $110 as our recent checks add to our confidence in the significant EPS potential of the company’s pending acquisition…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of May, which was noticeably below seasonal trends, albeit including some still relatively positive battery electric vehicle (BEV)…

We think recent news flow out of Flex (FLEX; $46.35; O/P) highlights how it continues to innovate across a range of its proprietary power solutions, which is important given how we see this roadmap continuing…

This morning, Celestica (CLS; $132.95; O/P) announced the launch of its latest enterprise campus switch, which offers up to 220Gbps of switching capacity, and expands on the company’s Hardware Platform Solutions (HPS) portfolio. Recall, HPS…

On Friday (6/20), Uber Technologies (UBER; $83.78; E/W) announced plans to further scale out its data labeling services business for enterprises that are training artificial intelligence (AI) models. Specifically, the company’s data services business, Uber…

On Tuesday (6/17), Volkswagen’s (VOW3.DE; €89.32; NR) commercial vehicles and autonomous mobility subsidiaries unveiled the production iteration of its fully electric ID, which is important for Mobileye Global (MBLY; $15.29; E/W) since the Buzz autonomous…

We are raising our outdated price target from $110 to $140 on the share of Micron Technology (MU; $121.82; O/P) ahead of its FQ3 (May) results and outlook, which are scheduled for next Wednesday (6/25…