All Reports

We are slightly reducing our 2026E gross bookings (GB), revenues, and EBITDA forecasts for Lyft (LYFT; $13.98; O/P) ahead of its Q1 results and guidance, scheduled for May 7th (after market), to better consider the…

We are making relatively small adjustments to our sales and profits estimates for Mobileye (MBLY; $8.70; E/W) after the company produced a healthy Q1 beat while basically maintaining its guidance for the rest of 2026E….

We raise our 2026E EPS for Vertiv (VRT; $321.62; E/W) from $6.05 to $6.30 (+50% YoY vs. +47% in 2025 and +63% in 2024) after the company posted a healthy Q1 “beat and raise” that…

The shares of TE Connectivity (TEL; $221.04; O/P) declined 9% today on the heels of FQ2 (Mar) results and guidance that we see only modestly moving up Street forecasts. We think investors were also concerned…

We reiterate our Outperform and raise our target from $75 to $95 on the shares of Flex (FLEX; $85.90) ahead of its FQ4 (Mar) results and guidance, scheduled for May 6th (before market). We expect…

The shares of Sanmina (SANM; $175.46; O/P) have now almost fully “reversed course” from the end of March, by a remarkable 40%+, to levels that still leave it nearly 5% shy of where the stock…

Yesterday, Amazon (AMZN; $248.28; NR) announced it is expanding on an existing collaboration with Anthropic, which further highlights how we see EMS providers continuing to benefit from their own specific relationships with AMZN, as per…

We reiterate our Outperform and raise our target from $400 to $475 on the shares of Celestica (CLS; $401.34) ahead of its Q1 results, scheduled for next Monday (4/27 after market). We note recent data…

We are raising our target from $65 to $75 on the shares of Benchmark Electronics (BHE; $65.28; O/P) ahead of its Q1 results, scheduled for April 29th (after market). Our incremental bullishness on the stock…

We stick with our current EPS estimates for Belden (BDC; $132.47; E/W) into the company’s Q1 results and guidance, which are scheduled for April 30th (before market). Admittedly, BDC may be only one of the…

We reiterate our Outperform and $135 target on the shares of TTM Technologies (TTMI; $117.04) ahead of its Q1 results and guidance, scheduled for April 29th (after market). We expect management to produce a healthy…

We think Corning (GLW; $168.14; E/W) produces a very solid set of Q1 results and guidance, which are scheduled for April 28th (before market), including healthy upside from Optical Communications (~40% of 2026E sales and…

We reiterate our $180 target and Outperform on the shares of Amphenol (APH; $145.54; O/P) ahead of its Q1 results and guidance, scheduled for April 29th (before market). We expect some broadly positive organic growth…

We reiterate our Outperform and $290 target on the shares of TE Connectivity (TEL; $236.88) ahead of its FQ2 (Mar) results and guidance, scheduled for next Wednesday (4/22 before market). From our seat, TEL shares…

We think near-term prospects for the shares of Vertiv (VRT; $310.51; E/W) are best considered from a more holistic point, considering its upcoming Q1 print, scheduled for April 22nd (before market), plus the company’s Investor…