All Reports

The shares of Belden (BDC; $93.48; E/W) are down 17% YTD, including -11% since the U.S. announced a first version of new import tariffs on April 2nd, ahead of the company’s Q1 results and outlook,…

We reduce our 2025/2026E EPS from $3.10/3.40 to $2.90/$3.15 for Sensata (ST; $19.44; E/W) to take a “first stab” at our concerns that global vehicle production weakens as the year progresses in the face of…

We are maintaining our 2025E EPS at $2.25, including $0.50 in Q1E, for Corning (GLW; $41.69; O/P) ahead of the company’s Q1 print and outlook, which is scheduled for April 29th (before market). This is…

We reduce our F2025/F2026E (Sept) EPS from $8.10/$8.90 to $7.95/$8.40 for TE Connectivity (TEL; $127.35; O/P), ahead of its FQ2 (Mar) results and guidance, scheduled for April 23rd (before market). Our “first stab” to consider…

The shares of Amphenol (APH; $64.13; E/W) are “only” down 6% in the 5+ trading days since the U.S. announced a first version of new import tariffs, simplified on Wednesday to a 90-day pause for…

We think yesterday’s decision by the U.S. Government to introduce a 90-day pause on previously announced tariffs for most trading partners, while maintaining a recently introduced 10% universal import tariff, and raising tariffs on China…

We think Delta Air Lines’ (DAL; $38.24; NR) disappointing Q2E sales outlook from this morning, which came with further warnings on broader trends on consumer and corporate travel, provided further support for our concerns that…

This morning, NetApp (NTAP; $76.58; E/W) announced several new updates to Google Cloud NetApp Volumes, its fully managed, cloud-based data storage service, which aims to reduce complexity and increase performance for cloud storage workloads. As…

We expect significant volatility across our technology supply chain coverage during the upcoming Q1 EPS season given how new U.S. global tariff policies have turned out to be much broader and stringent in nature than…

Earlier this week, we toured Corning’s (GLW; $42.29; O/P) trade show booth at the Optical Networking and Communications Conference (OFC) in San Francisco, where we heard from Mike O’Day, SVP and GM, Optical Communications, and…

Yesterday, Domino’s Pizza (DPZ; $468.35; NR) announced a new partnership with DoorDash (DASH; $189.25; E/W), which allows its customers, initially just in the U.S. to order from the pizza delivery chain through DASH’s marketplace. Keep…

Yesterday, we hosted an investor meeting for Jabil (JBL; $138.71; O/P) during the Optical Networking and Communications Conference (OFC) in San Francisco where we met with CFO Greg Hebard, Matt Crowley, EVP, Intelligent Infrastructure, as…

Yesterday, we attended the Optical Networking and Communications Conference (OFC) in San Francisco where China-based Accelink Technologies (002281.SHE; Y45.84; NR) and Celestica (CLS; $79.06; O/P) showcased Accelink’s 800G optical transceiver family in conjunction with a…

We think the 26% plunge in the shares of Flex (FLEX; $33.08; O/P) over the past 2+ months offers an excellent buying opportunity for investors willing to look out to the end of this year….

We think recent news flow out of Uber Technologies (UBER; $72.86; E/W) highlights how the company continues to build out its platform reach with an aim towards driving better consumer and merchant engagement over time….