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All Reports
May 19, 2021
Suspending Rating Due to Significant Transaction Uncertainty
By Steven Fox
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May 19, 2021
What to Make of a Bigger Bird in the Last Mile?
By Steven Fox
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May 19, 2021
Vehicle Demand Indicators in a Supply Constrained World
By Steven Fox
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May 18, 2021
A Transitory Q1; Stick with Outperform
By Steven Fox
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May 18, 2021
S-4 Tidbits
By Steven Fox
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May 14, 2021
Still Waiting on Battery Cell Supply to Fulfill Robust Backlog
By Steven Fox
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May 14, 2021
Fears of a Delivery Cliff Looking Overblown
By Steven Fox
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May 13, 2021
An Extremely De-Risked Valuation
By Steven Fox
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May 13, 2021
First Look at Q1 Results and Outlook
By Steven Fox
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May 13, 2021
Inventory Snapshot Highlights Escalating Supply Constraints
By Steven Fox
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May 12, 2021
Discontinuing Coverage
By Steven Fox
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May 12, 2021
A Miss from Array Raises Nextracker IPO Questions
By Steven Fox
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May 12, 2021
Some More Expansion Plans to Consider
By Steven Fox
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May 11, 2021
A Hydrogen Technology Carve Out for the De-Carbonization Moment
By Steven Fox
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May 11, 2021
A Sign of a Further Gorilla Glass Roadmap to Consider
By Steven Fox
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