All Reports

Last night, Mobileye Global (MBLY; $36.00; E/W) announced that CFO Anat Heller, who joined the company in 2008 and has served as CFO since 2018, is stepping down from her role for personal reasons, effective…

This morning, Lucid Group (LCID; $5.55; O/P) announced a long-term strategic technology supply agreement with Aston Martin Lagonda (AML.GB; £3.62; NR), which we think strongly supports the idea that there is significant intrinsic value in…

We hosted a “fireside chat” during our Transportation Technology Conference with privately held FreeWire Technologies’ CFO Michael Beer. FreeWire has developed an “ultra-fast” direct current fast charger (DCFC), which we think comes with a differentiated…

Yesterday (6/22), we hosted a “fireside chat” during our virtual Transportation Technology Conference with Corning’s (GLW; $33.96; E/W) Mike Kunigonis, VP and General Manager of Auto Glass Solutions, and Ann Nicholson, who is VP of…

Yesterday (6/22), we hosted the CEO of Hyzon Motors (HYZN; $0.95), Parker Meeks, at our Transportation Technology Conference. The meetings highlighted the company’s major restructuring, now in place, towards a much more focused, “asset lite”…

Yesterday (6/22), we hosted a “fireside chat”, as part of our Transportation Technology Conference, with Jabil’s (JBL; $103.85; O/P) Steve Borges, EVP and CEO of Diversified Manufacturing Services (DMS; ~50% of sales); Chad Morley, SVP,…

On Tuesday (6/20), we hosted a “fireside chat” at our Transportation Technology Conference with Polestar’s (PSNY; $3.61; O/P) Chief Technology Officer Jörg Brandscheid, who was joined by Bojana Flint, Head of IR. The conversation highlighted…

On Tuesday (6/20), we hosted a “fireside chat” with Proterra’s (PTRA; $1.23; O/P) CEO Gareth Joyce at our Transportation Technology Conference. The discussion highlighted further how extremely important it is to the stock that management…

Yesterday (6/21), the European Automobile Manufacturers Association released car registration data from the region for the month of May, which supported our recent checks of more predictable auto supply chains, some better than expected demand…

We hosted a “fireside chat” for Mobileye Global’s (MBLY; $36.61; E/W) Chief Communications Officer Dan Galves yesterday as part of our Transportation Technology Conference. The conversation provided support for what we think are MBLY’s well-defined…

We reiterate our Outperform on Sensata (ST; $44.66) after hosting the company’s VP of Finance and IR, Jacob Sayer, for a “fireside chat” yesterday as part of our Transportation Technology Conference. We think the conversation…

We hosted a “fireside chat” yesterday at our Transportation Technology Conference with Tritium’s (DCFC; $1.02; O/P) CFO Rob Topol. The conversation emphasized some highly underappreciated aspects to the company’s business model and its robust future…

We hosted a “fireside chat” yesterday with ChargePoint’s (CHPT; $7.93; O/P) CEO Pasquale Romano, as part of our Transportation Technology Conference, which we think highlighted a range of significant investor misconceptions around the business we…

We reduce our below consensus F2023/F2024E (Aug) EPS for Micron (MU; $67.66; E/W), ahead of its FQ3E (May) results and outlook, scheduled for June 28th (after market). Our model changes primarily begin to consider a…

This week, Uber Technologies (UBER; $43.36; O/P) added further to a lengthy list of strategic actions taken Q2-to-date, which we see adding further confidence to its ability to continue to generate healthy operating leverage and…