reports
- Pelham Smithers
SNPS SYNOPSYS INC.
QCOM QUALCOMM INC
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
CDNS CADENCE DESIGN SYSTEMS INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
5803 FUJIKURA LTD
6702 FUJITSU LIMITED
5801 FURUKAWA ELECTRIC CO. LTD.
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
6526 SOCIONEXT INC
ALAB ASTERA LABS INC
- Dave Nicoski
- Ross LaDuke
DXCM DEXCOM INC.
XRAY DENTSPLY SIRONA INC.
WING WINGSTOP INC.
VRTS VIRTUS INVESTMENT PARTNERS INC.
UHS UNIVERSAL HEALTH SERVICES INC. CLASS B
STKS ONE GROUP HOSPITALITY
SNPS SYNOPSYS INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
SFST SOUTHERN FIRST BANCSHARES
RGNX REGENXBIO INC.
RCKY ROCKY BRANDS
PRGO PERRIGO CO. PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
JRVR JAMES RIVER GROUP HOLDINGS LTD
IRM IRON MOUNTAIN INC.
GPC GENUINE PARTS COMPANY
GD GENERAL DYNAMICS CORPORATION
DLTR DOLLAR TREE INC.
DG DOLLAR GENERAL CORPORATION
CROX CROCS INC.
CAL CALERES INC.
BKE BUCKLE INC.
ASC ARDMORE SHIPPING
AMOT ALLIED MOTION TECHNOLOGIES
ACAD ACADIA PHARMACEUTICALS INC.
SBL SAFE BULKERS INC.
LPG DORIAN LPG
MEG. MEG ENERGY CORP.
MDU MDU RESOURCES GROUP INC
NAT NORDIC AMERICAN TANKERS LIMITED
EVTC EVERTEC INC.
FSLR FIRST SOLAR INC.
IONS IONIS PHARMACEUTICALS INC.
NMIH NMI HOLDINGS INC. CLASS A
AGYS AGILYSYS INC.
SJM J.M. SMUCKER COMPANY
FIZZ NATIONAL BEVERAGE CORP.
NHC NATIONAL HEALTHCARE CORP.
INSW INTERNATIONAL SEAWAYS INC.
FLGT FULGENT GENETICS
DK DELEK US HOLDINGS INC
CELH CELSIUS HOLDINGS INC.
AMD ADVANCED MICRO DEVICES INC.
TTEC TTEC HOLDINGS INC.
AVGO BROADCOM INC.
ST SENSATA TECHNOLOGIES HOLDING PLC
ELAN ELANCO ANIMAL HEALTH INC.
MEC MAYVILLE ENGINEERING
DELL DELL TECHNOLOGIES INC CLASS C
CSTM CONSTELLIUM SE CLASS A
OI O-I GLASS INC
BWMN BOWMAN CONSULTING GROUP LTD
DINO HOLLYFRONTIER CORP
EVEX EVE HOLDING INC
SPXC SPX TECHNOLOGIES INC
WEST WESTROCK COFFEE COMPANY LLC
ADCT ADC THERAPEUTICS SA
SVV SAVERS VALUE VILLAGE INC
GUTS FRACTYL HEALTH INC
AGEN AGENUS INC.
ARDT ARDENT HEALTH PARTNERS INC
PCT PROVIDENT CAP TR II SKIS 8.75%29
MKTW MARKETWISE INC
- Pierre FerraguÊ
GTC 2025 – Making sense of the AI bull case.
We attended GTC this week in San Jose and hosted our inaugural New Street GTC after-party (If you didn’t attend, make sure you get a ticket for next year, it is the hottest event of the conference!) It gave us the opportunity to catch-up at length with Nvidia executives and our most valuable contacts in the entire ecosystem. Please follow the link below for our updated thoughts.
- Pierre FerraguÊ
- Jonathan Moreland
WWW WOLVERINE WORLD WIDE INC.
SM SM ENERGY COMPANY
SIGI SELECTIVE INSURANCE GROUP INC.
PDFS PDF SOLUTIONS INC.
PAHC PHIBRO ANIMAL HEALTH CORPORATION CLASS A
OSUR ORASURE TECHNOLOGIES INC.
OPK OPKO HEALTH INC.
MTDR MATADOR RESOURCES COMPANY
ITCI INTRA-CELLULAR THERAPIES INC.
HII HUNTINGTON INGALLS INDUSTRIES INC.
FRPT FRESHPET INC
FFIN FIRST FINANCIAL BANKSHARES INC
DGII DIGI INTERNATIONAL INC.
CPS COOPER-STANDARD HOLDINGS INC.
CLRO CLEARONE
CINF CINCINNATI FINANCIAL CORPORATION
AKAM AKAMAI TECHNOLOGIES INC.
AFG AMERICAN FINANCIAL GROUP INC.
DGICA DONEGAL GROUP INC. CL A
CECE CECO ENVIRONMENTAL CORP.
OESX ORION ENERGY SYSTEMS INC.
NHC NATIONAL HEALTHCARE CORP.
PLBC PLUMAS BANCORP
JFR NUVEEN FLOATING RATE INCOME FUND
JELD JELD-WEN HOLDING INC.
CLF CLIFFS NATURAL RESOURCES INC.
VRNA VERONA PHARMA ADS
OCSL OAKTREE SPECIALTY LENDING CORPORATION
SNBR SLEEP NUMBER CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
QNBC QNB CORP.
PCG PG &E CORPORATION
RCUS ARCUS BIOSCIENCES
REZI RESIDEO TECHNOLOGIES
CXDO INC.
CMTV CREXENDO
PRG COMMUNITY BANCORP INC. VT
VMEO PROG HOLDINGS
ETO INC.
ECAT VIMEO INC
MAIA EATON VANCE TAX ADV GBL DIV OPPTY
PFHC BLACKROCK ESG CAP ALLOCATION TR
ETG MAIA BIOTECHNOLOGY INC
EVT PROFRAC HLDG CORP
SSII EATON VANCE TAX ADV GLB DIN INC
ADVM EATON VANCE TAX ADVANTAGED DIVID IN
ISPO SS INNOVATIONS INTERNATIONAL INC
EVM ADVERUM BIOTECHNOLOGIES INC.
INSPIRATO INCORPORATED
EATON VANCE INSD CALIF MUN BD FD
- Jonathan Moreland
WWW WOLVERINE WORLD WIDE INC.
SM SM ENERGY COMPANY
SIGI SELECTIVE INSURANCE GROUP INC.
PDFS PDF SOLUTIONS INC.
OXBR OXBRIDGE RE HOLDINGS
OSUR ORASURE TECHNOLOGIES INC.
OPK OPKO HEALTH INC.
NGL NGL ENERGY PARTNERS LP
MTDR MATADOR RESOURCES COMPANY
HMC HARMONIC
EL ESTEE LAUDER COMPANIES INC. CLASS A
DGII DIGI INTERNATIONAL INC.
CPS COOPER-STANDARD HOLDINGS INC.
BZH BEAZER HOMES USA INC.
BMY BRISTOL-MYERS SQUIBB COMPANY
AKAM AKAMAI TECHNOLOGIES INC.
OLN OLIN CORPORATION
CMCO COLUMBUS MCKINNON CORPORATION
HP HELMERICH & PAYNE INC.
HI HILLENBRAND INC.
PLBC PLUMAS BANCORP
MRUS MERUS B V
QNBC QNB CORP.
MPB MID PENN BANCORP INC.
RCUS ARCUS BIOSCIENCES
EAF GRAFTECH INTERNATIONAL
AMCR AMCOR PLC
CXDO CREXENDO
IDYA IDEAYA BIOSCIENCES
MTCH MATCH GROUP INC.
IMNM IMMUNOME
PFX PHENIXFIN CORP
VMEO VIMEO INC
FLNC FLUENCE ENERGY INC
ECBK ECB BANCORP INC.
TLSI TRISALUS LIFE SCIENCES INC
TKO TKO GROUP HOLDINGS
SSII INC.
AEI SS INNOVATIONS INTERNATIONAL INC
OCX ALSET INC.
ISPO ONCOCYTE CORPORATION
INSPIRATO INCORPORATED
- Jonathan Moreland
SIGI SELECTIVE INSURANCE GROUP INC.
PBF PBF ENERGY INC. CLASS A
OSUR ORASURE TECHNOLOGIES INC.
MTDR MATADOR RESOURCES COMPANY
HII HUNTINGTON INGALLS INDUSTRIES INC.
BUSE FIRST BUSEY CORPORATION
AKAM AKAMAI TECHNOLOGIES INC.
DGICA DONEGAL GROUP INC. CL A
CECE CECO ENVIRONMENTAL CORP.
JFR NUVEEN FLOATING RATE INCOME FUND
PCG PG &E CORPORATION
RCUS ARCUS BIOSCIENCES
CXDO CREXENDO
PCB PACIFIC CITY FINANCIAL CORP
PRG PROG HOLDINGS
ETO INC.
ECAT EATON VANCE TAX ADV GBL DIV OPPTY
BHRB BLACKROCK ESG CAP ALLOCATION TR
PFHC BURKE & HERBERT BANK & TR/VA
EVT PROFRAC HLDG CORP
EATON VANCE TAX ADVANTAGED DIVID IN
Synopsys Inc: 3 directors
Four Directors at Synopsys Inc sold/sold after exercising options/gave away 21,344 shares at between 0.000USD and 506.009USD. The significance rating of the trade was 94/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by...
- Valens Research
Valens Equity Weekly Insights - 2023 11 21
Akamai Technologies (AKAM) has been rapidly growing its high-margin cybersecurity and edge computing businesses. Uniform Accounting highlights the company's profitability potential as it grows these businesses, a trend the market seems to be missing, indicating equity upside is warranted. While Akamai's legacy CDN business is viewed by the market as a saturated utility, the company has been pivoting towards higher margin businesses like cybersecurity and edge computing, giving it the ability to...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SNPS SYNOPSYS INC.
SMCI SUPER MICRO COMPUTER INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
CPRT COPART INC.
CDNS CADENCE DESIGN SYSTEMS INC.
BLBD BLUE BIRD
HWKN HAWKINS INC.
AEHR AEHR TEST SYSTEMS
AMD ADVANCED MICRO DEVICES INC.
RCMT RCM TECHNOLOGIES
LASR NLIGHT
DT DYNATRACE INC.
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
SDGR SCHRODINGER
LZ LEGALZOOM.COM INC
JOBY JOBY AVIATION INC
S SENTINELONE INC
DKNG DRAFTKINGS INC.
DOLE DOLE PLC
- Valens Research
Valens Equity Insights and Inflections - 2022 05 03
Akamai Technologies, Inc. (AKAM) has been rapidly growing its high-margin cybersecurity business. Uniform Accounting highlights the company's profitability potential as it grows these businesses, a trend the market seems to be missing, indicating equity upside is warranted. While Akamai's legacy CDN business is viewed by the market as a saturated utility, the company has been pivoting towards higher margin businesses like cybersecurity and Edge Computing, giving it the ability to reinvigorate ...
STOR STORE CAPITAL CORPORATION
NRG NRG ENERGY INC.
MU MICRON TECHNOLOGY INC.
BWA BORGWARNER INC.
BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC.
AKAM AKAMAI TECHNOLOGIES INC.
AEE AMEREN CORPORATION
SCI SERVICE CORPORATION INTERNATIONAL
LW LAMB WESTON HOLDINGS INC.
SYNH SYNEOS HEALTH INC. CLASS A
- Valens Research
Valens Equity Insights and Inflections - 2022 02 22
Shift4 Payments (FOUR) is simultaneously converting its existing clients to higher margin services while expanding its business into new verticals with large addressable markets in the payment processing market. Uniform Accounting confirms that the market isn't pricing this in. Considering management's strong execution and alignment to continue executing, equity upside is warranted. Shift4 has been rapidly gaining market share in the payment processing industry with its gateway solutions for r...
- Valens Research
SNPS - Embedded Expectations Analysis - 2022 02 15
Synopsys, Inc. (SNPS) currently trades at a historical high and above corporate averages relative to Uniform earnings, with a 41.6x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to reach new peaks, accompanied by 5% Uniform asset growth. Meanwhile, analysts expect Uniform ROA to remain at 24% levels through 2023, accompanied by 7% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $216, representin...
- Valens Research
Valens Equity Insights and Inflections - 2022 01 18
Holley (HLLY) has a dominant and expanding market position in the growing performance automotive aftermarket. Uniform Accounting highlights that the market is pricing in historically low growth and significantly weaker pricing power, signaling the potential for equity upside as the company continues executing. Holley is currently the dominant player within a $4 billion subset of the growing $35 billion performance automotive aftermarket. The company is using its trusted reputation and an in...
- Valens Research
AKAM - Embedded Expectations Analysis - 2022 01 14
Akamai Technologies, Inc. (AKAM) currently trades near corporate and historical averages relative to Uniform earnings, with a 22.6x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to fade to 12%, accompanied by 7% Uniform asset growth. Meanwhile, analysts expect Uniform ROA to compress to 13% in 2022, accompanied by 8% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $122, representing marginal 4% ...
SYNOPSYS sees a downgrade to Slightly Negative on account of less fund...
The independent financial analyst theScreener just lowered the general evaluation of SYNOPSYS (US), active in the Software industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 7, 2022, the closing price was USD 330.36 and its tar...
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