All Reports

This morning (12/6), Uber Technologies (UBER; $65.23; O/P) announced it launched a ride-hailing partnership in Abu Dhabi, UAE with WeRide (WRD; $15.95; NR), an autonomous driving technology company. Interestingly, this announcement comes right on the heels of news yesterday that Alphabet’s (GOOG; $174.31; NR) Waymo One was expanding its autonomous rideshare app into Miami, which added to recent pressure on Uber’s share price (-10% yesterday and -25% since 10/11 vs. +12% YTD). However, keep in mind that …

On Thursday (12/5), the shares of Lyft (LYFT; $15.50; O/P) and Uber Technologies (UBER; $65.23; O/P) both traded down by ~10% after Waymo, a subsidiary of Alphabet (GOOGL; $174.31; NR), announced its Waymo One autonomous…

Earlier this week, executives from Seagate (STX; $98.18; O/P) provided a few meaningful updates ahead of presenting at a couple of investor conferences, including that it: (1) cleared important product qualification hurdles tied to the…

We make relatively modest changes to our F2025 and F2026E (Jan) sales and EBITDA forecasts for ChargePoint (CHPT; $1.22; E/W) after the company reported some better-than-expected FQ3 (Oct) results and offered up FQ4E (Jan) sales…

We are reducing 2025E sales, operating profit, and EPS for Mobileye (MBLY; $17.54; E/W) ahead of the company’s upcoming Capital Markets Day in Munich, Germany on December 9-10th to better consider uncertainty around future shipments…

We checked retail prices on “Black Friday” (11/29) for hard disk drives (HDDs) and solid-state drives (SSDs), which we measure on a Dollar per Gigabyte basis ($/GB). Our checks suggested HDD retail prices are down…

On “Black Friday” (11/29), we checked prices on several popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models from LG, Samsung and Vizio by pulling publicly available prices from OEM websites,…

We are concerned that we may need to lower our F2025E/F2026E (Jan) sales and profitability forecasts somewhat further for ChargePoint (CHPT; $1.19; E/W) after the company reports its FQ3 (Oct) results on Wednesday (12/4 after…

We adjust our F2025E (Jan) EPS from $7.90 to $7.85 and reiterate our F2026E EPS of $9.25 for Dell Technologies (DELL; $141.74; O/P) after considering a range of “puts and takes” across the company’s FQ3…

Corning (GLW; $48.00; O/P) seems to be moving quickly to address recently raised concerns from the European Commission (EC) around the company’s position in the cover glass market. Recall, the EC announced earlier this month…

We are raising our target to $100 on the shares of Celestica (CLS; $85.60; O/P) to reflect some favorable recent data points that mainly suggest further momentum is likely in the company’s higher margin Hardware…

Amkor Technology (AMKR; $26.54; E/W) recently announced a strategic partnership with privately held Lightmatter, a photonic chips supplier, to develop a 3D-packaged chip complex that integrates more silicon in a single package. The partnership will…

We reiterate our Outperform on the shares of Jabil (JBL; $131.12) and raise our target from $150 to $160 after hosting investor meetings last week for management in Boston and New York, including CEO Mike…

We are surprised the shares of Western Digital (WDC; $66.43; O/P) did not move even higher late last week (+4% since Wednesday’s close vs. -17% since mid-July) for the valuation support provided from reports that…

Flex (FLEX; $41.30; O/P) announced the appointment on Friday (11/22) of Kevin Krumm as its new CFO effective January 6th. Mr. Krumm succeeds Jaime Martinex, who was serving effectively as interim CFO after Paul Lundstrom…