All Reports

We reiterate our Outperform and $600 target on the shares of Fabrinet (FN; $500.02) after attending its Investor & Analyst Q&A yesterday as part of our visit to OFC in Los Angeles, where we heard…

We think news this week out of NVIDIA’s (NVDA; $181.93; NR) GTC 2026 conference may finally put to rest the idea that the well-established rideshare networks of Lyft (LYFT; $14.04; O/P) and Uber Technologies (UBER;…

On Friday (3/13), Uber Technologies (UBER; $73.33; E/W) added yet another piece of news for the week on the autonomy front, which is after already disclosing a strategic agreement with Zoox, a Tokyo specific MOU…

The news around Uber Technologies (UBER; $73.41; O/P) Autonomous Solutions continued to flow with word last night that it signed an MOU with AI software provider Wayve and Nissan to collaborate on developing robotaxis for…

This morning, Corning (GLW; $132.66; E/W) announced a collaboration with US Conec to become a licensee of PRIZM TMT optical ferrule technology, which enables higher fiber counts in tighter spaces inside data centers. Recall, ceramic…

This morning, Uber Technologies (UBER; $74.65; E/W) announced the latest in its comprehensive string of autonomous vehicle (AV) technology partnerships as per a strategic agreement with Zoox, which is wholly owned by Amazon. The two…

We are raising our F2026/2027E (Aug) EPS on Micron (MU; $403.11; O/P), which have generally been above consensus in recent months, from $34.00/$50.00 to $35.20/52.75, ahead of its FQ2 (Feb) print scheduled for next Wednesday…

We see the recent 12% pullback in the shares of Jabil (JBL; $247.46; O/P) as a very good buying opportunity into its FQ2 (Feb) results and guidance, scheduled for next Wednesday (3/18 before market). More…

We believe an expanding war in Iran is starting to adjust investor thinking on end market risks within technology supply chains, for better as well as worse (e.g., aerospace & defense vs. auto and consumer…

Earlier this week, Vertiv (VRT; $243.64; E/W) announced it was collaborating with Generate Capital, a sustainable energy investment platform, to offer “Bring Your Own Power & Cooling” solutions to U.S. data center operators. We think…

We see the 16% plunge since February 25th in the shares of TE Connectivity (TEL; $204.31; O/P) as a major buying opportunity for investors with 3–9-month time horizons, even after considering general stock market volatility…

Yesterday, Corning (GLW; $157.79; E/W) announced the launch of Gorilla Glass Ceramic 3, which the company described as the “toughest ceramic cover material that the company has ever developed. We think this announcement, which management…

This morning, Flex (FLEX; $64.12; O/P) announced it was expanding on a strategic collaboration with Advanced Micro Devices (AMD; $197.08; NR) to manufacture the complete AMD Instinct platform in the United States. Flex noted that…

We bump up our F2026/2027E (Apr) EPS for NetApp (NTAP; $99.14; E/W) from $7.90/$8.65 to $8.00/$8.80, for average annual EPS growth of 10%, after the company produced a bit of a “beat and raise” with…

We are raising our F2027E (Jan) EPS for Dell Technologies (DELL; $121.45; E/W) from $11.70 to $13.00 after its healthy “beat and raise”, led by further AI server optimism and solid operating performance in the…