All Reports

We view AT&T’s (T; $28.32; NR) announcement from last Thursday (7/3) that it plans to accelerate its planned buildout of fiber infrastructure as incrementally bullish for Corning (GLW; $52.68; O/P), especially since it came so…

We think recent disclosures from Lyft (LYFT; $16.15; O/P) highlight how the company continues to intensify its focus on autonomous vehicles (AVs) and micro-mobility initiatives that can add to shareholder value over the long term….

Recent news flow out of Maplebear d/b/a Instacart (CART; $47.18; E/W) provides further support for the idea that the company is enabling a wider range of avenues for deepening relationships with existing retail partners, while…

The shares of Nextracker (NXT; $66.31; E/W) surged 25% last week to new all-time highs as the U.S. Budget Reconciliation Bill was passed by Congress and subsequently signed into law by President Trump on July…

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We are raising our outdated price target on the shares of Fabrinet (FN; $293.17; O/P) from $270 to $335 for a recent series of positive data points across the company’s major served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