All Reports

This morning, DoorDash (DASH; $218.46; E/W) announced it acquired privately held Symbiosys, an advertising technology provider, for $175mm, as part of a major update to its high margin advertising business. At the same time, DASH…

We are raising our target on the shares of TE Connectivity (TEL; $166.39; O/P) from an outdated $160 to $190, which assumes just a market multiple of ~21X our relatively more conservative C2026E EPS despite…

We think recent news flow from and around Uber Technologies (UBER; $87.37; E/W) further highlights the significant opportunities for the company’s rideshare network to continue to evolve and diversify over the longer term. More to…

We are raising our outdated price target from $85 to $110 on the shares of Amphenol (APH; $92.96; O/P) given our increased confidence in our above consensus forecasts (see table) after some incrementally positive data…

We are raising our outdated price target on the shares of Celestica (CLS; $120.73; O/P) from $110 to $150 as we increase our 2025/2026E EPS from $5.00/$5.70 to $5.35/$6.20 to better consider a range of…

We think secular trends behind the proposed IPO of Voyager Technologies highlights an ongoing opportunity for healthy growth in aerospace, defense & space markets for several companies we follow across the supply chain, most notably,…

Yesterday (6/4), Uber Technologies (UBER; $83.93; E/W) announced the launch of senior accounts across the U.S., which is a new feature aimed at making the Uber app more accessible and intuitive for older adults by…

Last night, Sandisk (SNDK; $39.82; E/W) announced that it was launching a secondary public offering of 17mm shares of its common stock that are currently owned by Western Digital (WDC; $54.43; O/P), which should not…

We are raising our F2026E (Jun) EPS for Seagate (STX; $127.23; O/P) from $9.80 to $10.25 (+30% YoY) to correct for our misunderstanding of the company’s new financial targets from its Analyst and Investor Event…

We think recent news flow from the past several days is likely to again “heat up” the discussion for investors on the autonomous rideshare front, especially when it comes to the shares of Lyft (LYFT;…

We reduce our F2026E (Apr) EPS for NetApp (NTAP; $99.21; E/W) from $8.00 to $7.75 after the company produced FQ4 (Apr) results that were a bit better than our and Street thinking, albeit with somewhat…

We reiterate our Outperform and $140 target on the shares of Dell Technologies (DELL; $113.63; O/P) as we bump up our F2026/F2027E (Jan) non-GAAP EPS from $9.35/$10.55 to $9.40/$10.75 despite FQ1 (Apr) results and guidance…

This morning, Uber Technologies (UBER; $88.80; E/W) announced it acquired Dantaxi, Denmark’s largest taxi operator, from private equity firm Triton under undisclosed terms. We think this announcement is especially important given Uber’s small market share…

This morning, Mobileye Global (MBLY; $16.95; E/W) announced its first imaging radar program win with an undisclosed “global” auto OEM, which is expected to be integrated into an “eyes off, hands off” autonomous driving system…

This morning, Maplebear, d/b/a Instacart (CART; $47.23; E/W) announced the promotion of Chris Rogers, from Chief Business Officer (CBO) to CEO, effective August 15th, which fits with prior indications that the surprising need to name…