All Reports

This morning, Uber Technologies (UBER; $71.67; O/P) announced a multi-year partnership with Turo, the world’s largest peer-to-peer carsharing marketplace, which will allow consumers located in Australia, Canada, France, the U.K. and the U.S. to rent…

ChargePoint (CHPT; $1.69; E/W) reported FQ2 (Jul) adjusted EBITDA that basically lived up to Street expectations, albeit on some moderately lower than expected sales. However, the company offered up disappointing FQ3E (Oct) guidance as it…

Last week, Uber Technologies’ (UBER; $71.58; O/P) CEO Dara Khosrowshahi traveled to South Korea in another highly publicized overseas business trip, which we think provided some more support for the idea that underpenetrated geographies are…

Earlier today, Lyft (LYFT; $11.47; O/P) filed an 8-K, disclosing plans to restructure its bikes and scooters business unit, now organized under the moniker of Lyft Urban Solutions (LUS), with an aim of better optimizing…

Last night, Sensata (ST; $36.66; E/W) disclosed in an 8-K that it signed an agreement last month to divest its Insights business to private equity firm Balmoral Funds for $165mm in cash. Recall, this data…

This morning, CommScope’s (COMM; $3.90; NR) RUCKUS Networks business unit and Nokia (NOK; $4.39; NR) announced the introduction of a new Wi-Fi and fiber connectivity solution to enable a range of what should be increasingly…

Last Friday (8/30), Hyzon (HYZN; $0.06; NR) announced that it, along with New Way Trucks, a large U.S.-based manufacturer of refuse equipment, and Recology, a waste and recycling management provider, showcased a hydrogen fuel cell…

We are raising our rating on the shares of Dell Technologies (DELL; $110.74) from Equal-Weight to Outperform, bumping up F2025/F2026E (Jan) EPS from $7.65/$8.80 to $7.90/$9.25 (14% average growth), and establishing a target of $140…

This morning, the European Automobile Manufacturers Association released new car registration data from the region for the month of July, which was somewhat below seasonal trends. Registrations also included some weaker battery electric vehicle (BEV)…

This morning, Uber Technologies (UBER; $72.60; O/P) announced a new strategic partnership with autonomous vehicle (AV) technology provider Wayve to ultimately deploy Wayve-powered AVs on Uber’s rideshare and delivery network in “multiple” markets globally. As…

We bump up our F2025/F2026E (Apr) EPS for NetApp (NTAP; $131.91; E/W) from $6.90/$7.75 to $7.15/$8.00 after a solid FQ1 (Jul) EPS beat drove some incremental confidence in the company’s full F2025E EPS guidance. Specifically,…

NetApp (NTAP; $131.91; E/W) reported FQ1 (Jul) non-GAAP EPS of $1.56, which was ahead of our $1.47 and the Street’s $1.45, on some sales upside ($1,541mm vs. our $1,538mm and the Street’s $1,526mm) and better…

We checked retail channel prices yesterday (8/27) for hard disk drives (HDDs) and solid-state drives (SSDs), which we measure on a Dollar per Gigabyte basis ($/GB). Our checks suggested HDD retail prices are up meaningfully…

On Tuesday (8/27), we checked U.S. retail prices on popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models. Our survey turned up some mixed retail pricing dynamics, which is not too…

We think FQ2 (Jul) results and outlook from ChargePoint (CHPT; $1.84; E/W), scheduled for Wednesday, September 4th (after market), come with a relatively high degree of difficulty given all the moving pieces in recent months…