All Reports

February 18, 2021

First Look at Q4 Results and Outlook

By Steven Fox

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February 18, 2021

Commercial Roadmap Progress Outweighs Supply Chain Pit Stop

By Steven Fox

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February 17, 2021

Advances As-a-Service Offering

By Steven Fox

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February 17, 2021

10-K Tidbits

By Steven Fox

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February 17, 2021

First Look at Q4 Results

By Steven Fox

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February 17, 2021

Big EPS Beat, but No Guide; Stick with Outperform

By Steven Fox

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February 17, 2021

European Auto Demand Plunges in January

By Steven Fox

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February 16, 2021

BorgWarner Acquires European Battery Module Maker

By Steven Fox

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February 16, 2021

The Third Rail of New Mobility

By Steven Fox

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February 12, 2021

Meaningfully Expands Megatrend Aperture

By Steven Fox

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February 12, 2021

OEM In-Sourcing Risks Should Prove Overblown; Reiterate Outperform

By Steven Fox

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February 11, 2021

Leaning into Investments from an Improving Operating Base; Raising PT to $80

By Steven Fox

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February 11, 2021

Taking Next Steps with Heritage Environmental

By Steven Fox

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February 11, 2021

Reiterate Outperform Ahead of Q4 Results

By Steven Fox

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February 11, 2021

Some Supply Chain Inventory Stats to Consider

By Steven Fox

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