All Reports

The shares of Nextracker (NXT; $61.53; E/W) have been largely influenced by the “comings and goings” of supposed, confirmed, and then updated changes to U.S. energy policy since the company reported its FQ4 (Mar) results…

We reiterate our Outperform and raise our target from $60 to $65 on the shares of Corning (GLW; $54.29; O/P) as we expect a solid “beat and raise” from the company with its Q2 print…

We reiterate our Outperform on Western Digital (WDC; $68.37) and raise our target from $70 to $80 ahead of its FQ4E (Jun) results and outlook, scheduled for Wednesday, July 30th (after market). We note the…

We look for a healthy “beat and raise” from Seagate (STX; $148.99; O/P) when it reports FQ4 (Jun) results and outlook on July 29th (after market close). The stock still trades at only 12.6X our…

Last night, Jabil (JBL; $222.23; O/P) announced that its Board authorized another $1B of share repurchases, which compares to a current market cap of $24B and $25mm remaining as of the end of May on…

This morning, Vertiv Holdings (VRT; $131.12; E/W) announced that it signed a definitive agreement to acquire for $200mm the privately held Great Lakes Data Racks & Cabinets family of companies, which designs and manufactures data…

This morning, Uber Technologies (UBER; $90.58; E/W) announced yet another robotaxi engagement, which seems to further highlight management’s heightened “sense of urgency” around building out autonomous services onto its networks across the globe. In this…

We expect a solid “beat and raise” from TE Connectivity (TEL; $176.38; O/P) when it reports FQ3 (Jun) results and outlook next Wednesday (7/23 before market) due to the company’s initial conservatism around the potential…

The shares of Amphenol (APH; $100.55; O/P) have now rallied another 41% since the company reported Q1 results on 4/23 to 34X our 2026E EPS with its Q2 results and guidance set for next Wednesday…

We expect some upside to our and Street current modeling from Sensata (ST; $31.09; E/W) when the company posts its Q2 results and guidance on Tuesday, July 29th (after market). We assume upside mainly emanates…

We stick with our below consensus 2025/2026E EPS for Amkor Technology (AMKR; $20.92; E/W) ahead of the company’s Q2 results and outlook, which are scheduled for Monday, July 28th (after market). We are mainly concerned…

Yesterday (7/15), Jabil (JBL; $214.74; O/P) announced it is expanding on its existing relationship with Endeavour Energy, which develops and designs data center racks and related technologies for cloud service providers (CSPs). We note that…

Yesterday (7/15), Uber Technologies (UBER; $92.21; E/W) announced a multi-year strategic partnership with Baidu (BIDU; $93.30; NR) to deploy “thousands” of Baidu’s Apollo Go autonomous vehicles (AVs) on Uber’s platform across “multiple” geographies excluding the…

We think the upcoming Q2 results and guidance from Benchmark Electronics (BHE; $39.60; O/P) add some more “breadcrumbs” to the idea that this small cap stock is poised for a significant recovery over the next…

We do not expect meaningful changes to our F2025/F2026E (Sep) EPS for Plexus (PLXS; $133.11; E/W) after its FQ3E (Jun) results and guidance on Wednesday, July 23rd (after market). To that end, we model F2025/F2026E…