All Reports

The shares of Sandisk (SNDK; $1,212.21; O/P) are down 47% from an all-time high just reached on 6/30, including a 10% retreat since reporting an FQ4 (Jun) “beat and raise” last Wednesday (8/5 after market)…

The shares of Seagate (STX; $812.76; E/W) have traded in a range over the past five weeks, albeit volatile, including before and after its FQ4 (Jun) print of July 29th that highlighted how management is…

The shares of Amkor Technology (AMKR; $54.89; E/W) have been on a “wild ride” in 2026, especially the case since its Q2 results and guidance last Monday (7/27 after market). On the plus side, the…

We bump up our 2026E adjusted EBITDA on Lyft (LYFT; $16.30; O/P) from $700mm to $713mm (+35% YoY vs. +38% in 2025) while sticking with our 2027E EBITDA at management’s long-standing target of $1B (+40%…

To our surprise, the shares of Uber Technologies (UBER; $68.96; O/P) continue to remain under pressure, even after the company again demonstrated that its platform “flywheel” continues to drive healthy growth in both gross bookings…

We are raising our 2026/2027E EPS from $4.00/$5.00 to $4.80/$7.00 on TTM Technologies (TTMI; $131.25; O/P) after the company produced a healthy Q2 beat that was accompanied by even better guidance from management for the…

We are reducing our rating on the shares of Aptiv (APTV; $47.72) from Outperform to Equal-Weight, which admittedly is a “horse has left the barn” call after the company’s moderately disappointing Q2 results and guidance…

We are reducing our rating on the shares of Versigent (VGNT; $45.78) from Outperform to Equal-Weight given the stock’s recent outperformance and since management is approaching its H2 outlook from a somewhat more conservative stance…

We are reducing our target from $400 to $325 on the shares of Vertiv (VRT; $263.05; O/P) after the company’s Q2 results last week disappointed the Street on an unusual sales miss that we think…

We are raising our F2026/F2027E (Sept) EPS from $8.05/$9.50 to $8.70/$10.30 on Plexus (PLXS; $260.77; E/W) after the company posted a healthy FQ3 (Jun) “beat and raise” last week where management also signaled confidence in…

We are bumping up our 2026/2027E EPS from $3.65/$4.00 to $3.75/$4.10 for Sensata Technologies (ST; $46.29; E/W) after the company produced some Q2 EPS upside with Q3E guidance that basically jibed with our and Street…

We reiterate our Outperform and bump up our target from $190 to $200 on the shares of Amphenol (APH; $160.70) as we raise 2026/2027E EPS from $4.75/$5.25 to $5.35/$6.40, for average estimated EPS growth of…

We are bumping up our 2026E EPS for Corning (GLW; $138.25; E/W) from $3.20 to $3.30 (+30% YoY) while maintaining 2027E EPS at $4.20 (+27%). As illustrated in the table below, our estimate changes come…

We reiterate our Outperform and raise our target from $130 to $155 on the shares of Belden (BDC; $124.05; O/P) as we increase 2026/2027E EPS from $7.85/$8.90 to $8.55/$9.65 (13% average annual growth) after its…

We reiterate our Outperform and raise our 2026/2027E EPS from $10.15/$14.55 to $11.35/$19.30 on the share of Celestica (CLS; $352.59) after yet another emphatic Q2 “beat and raise” earlier in the week that highlighted further…