All Reports

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…

We think our above consensus estimates for Celestica (CLS; $162.24; O/P) are very achievable when it reports Q2 results and outlook on Monday, July 28th (after market). Recall, we recently raised our 2025/2026E EPS from…

We assume FQ3 (Jun) results and guidance from Sanmina (SANM; $104.92; O/P) live up to prior guidance and our own expectations when it reports in the coming weeks. Admittedly, this is after considering some volatility…

We expect a healthy “beat and raise” from Flex (FLEX; $51.96; O/P) when it reports FQ1 (Jun) results and outlook on Thursday, July 24th (before market), led of course again by cloud data center markets…

There is obviously now “more good news than bad priced in” our technology supply chain coverage ahead of CQ2 EPS season, which still has the potential to prove especially volatile for new U.S. tax and…

Last night, Mobileye Global (MBLY; $18.64; E/W) announced it was launching a secondary public offering of 45mm shares of its Class B common stock currently owned by Intel (INTC; $23.59; NR). Recall, INTC previously owned…

We view AT&T’s (T; $28.32; NR) announcement from last Thursday (7/3) that it plans to accelerate its planned buildout of fiber infrastructure as incrementally bullish for Corning (GLW; $52.68; O/P), especially since it came so…

We think recent disclosures from Lyft (LYFT; $16.15; O/P) highlight how the company continues to intensify its focus on autonomous vehicles (AVs) and micro-mobility initiatives that can add to shareholder value over the long term….

Recent news flow out of Maplebear d/b/a Instacart (CART; $47.18; E/W) provides further support for the idea that the company is enabling a wider range of avenues for deepening relationships with existing retail partners, while…

The shares of Nextracker (NXT; $66.31; E/W) surged 25% last week to new all-time highs as the U.S. Budget Reconciliation Bill was passed by Congress and subsequently signed into law by President Trump on July…

This morning, Uber Technologies (UBER; $91.48; E/W) announced it is expanding on its grocery delivery service in the U.S. with the addition of several new partnerships, including Big Y and King Kullen in the Northeast,…

Yesterday’s 10-Q filing from Jabil (JBL; $216.99; O/P), for its FQ3 ending May 31st, disclosed that the company signed a binding purchase agreement on June 2nd to acquire privately held Rebound Technologies, which is a…

We are raising our outdated price target on the shares of Fabrinet (FN; $293.17; O/P) from $270 to $335 for a recent series of positive data points across the company’s major served markets and our…

The shares of Nextracker (NXT; $55.35; E/W) are down 5% this morning after the U.S. Senate once again revised the proposed U.S. Budget Reconciliation Bill over the weekend. The bill, which according to press reports…

We think another recent wave of news about U.S. pilot programs testing autonomous last mile delivery highlights what can be a significant robotics opportunity for on-demand delivery networks over the long term for companies such…