All Reports

Earlier today, Lyft (LYFT; $20.55; E/W) disclosed in a blog post that its Media division, which is its dedicated media and advertising business, expanded its advertising offerings through the launch of in-app video ads across…

This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of February, which was somewhat above seasonal trends. Overall, European car registrations (15-20% of global demand) declined only…

Micron (MU; $96.25; O/P) left Street estimates “in the dust” with FQ2 (Feb) results and guidance as profits returned a quarter ahead of targets on the back of much better pricing, along with further operating…

Yesterday after the close (3/19), Benchmark Electronics (BHE; $27.65; O/P) announced CFO Roop Lakkaraju, who has served in his current role for the past six years, is stepping down (effective April 1st) to take over…

In recent weeks, DoorDash (DASH; $134.31; E/W) has continued to announce new retail on-demand delivery partnerships to its Marketplace platform, most recently adding well-known brands such as MAC Cosmetics, Pet Supplies and Sally Beauty. We…

This morning, the Volkswagen Group (VOW.DE; €136.90; NR) announced it will integrate Mobileye Global’s (MBLY; $29.97; O/P) advanced driver assistance systems (ADAS) and autonomous driving systems (ADS) across its luxury global brands (Audi, Bentley, Lamborghini,…

Earlier today, Mobileye Global (MBLY; $29.11; O/P) announced the wind down of its aftermarket solutions business following a “thorough review” of the operations’ future growth prospects and investment requirements. The decision was reached as MBLY…

We think recent news flow around Uber Technologies (UBER; $74.51; O/P) has generally been much more positive than negative since the company hosted its Virtual Investor Update (“Raise Target to $100 After Investor Update”; 2/14)….

Last Thursday, the Minneapolis City Council passed an ordinance that requires rideshare drivers to earn $0.51 per minute and $1.40 per mile for each ride provided, with a minimum of $5 for each fare, excluding…

The shares of Jabil (JBL; $123.15; O/P) plunged 16% on Friday, leaving the stock 20% below recent highs, after F2024E (Aug) guidance disappointed the Street for a second quarter in a row, albeit in the…

Jabil (JBL; $1.47.46; O/P) reported FQ2 (Feb) “core” non-GAAP EPS of $1.68, which was ahead of our $1.63 and the Street’s $1.66 on sales of $6,767mm (vs. our $6,900mm and the Street’s $6,891mm). Recall, JBL…

Yesterday (3/13), the U.S. Department of Energy (DoE) announced it awarded $750mm in funding for 52 different clean hydrogen-based projects (across 24 U.S. states) that was available through the U.S. Infrastructure Investment and Jobs Act….

We initiate coverage of Amkor Technology (AMKR; $33.08) with an Equal-Weight rating after a 62% rally in its shares since late-October. Amkor, founded in 1968, is a top player in the outsourced semiconductor assembly and…

Micron (MU; $93.15; E/W) is +18% since its late-December FQ1, suggesting the Street is looking for a pretty complete “beat and raise” with FQ2 (Feb) results and outlook next Wednesday (3/20). Consensus is most bullish…

This morning, Hyzon Motors (HYZN; $0.67) announced at a ceremony in Australia that it successfully integrated its single-stack 200kW fuel cell system (FCS) and powertrain into a heavy-duty cabover commercial truck designed to tow semi-trailers,…