Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Delphi Automotive PLC (DLPH) Other Highlights: A, ALK, CAH Other Recent Analyses: AMAG, AVP, BLDR, BLL, BMRN, EQT, FTR, GAM:ESP, HCP, LSE:GBR, NAV, TPC, TSN, VFC, VMC...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Pessimistic market outlook for growth and ROA’, controlling market position with huge addressable market opportunities and management confidence about their strategy spell equity upside...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Market expectations for a negative inflection in returns and growth appears too pessimistic, considering management’s successful pivot and growing confidence...
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Kellogg Company (K) Other Highlights: IR, VMC, WYN Other Recent Analyses: APD, AXL, BDX, BMRN, CBS, DLPH, FIS, HCN, INCY, MCK, MDR, ROST, RY:CAN, THC, TMO,VWS:DNK,YUM...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Market expectations for competitive pressures to compress ROA’ and growth appear too pessimistic considering secular trends though headwinds may limit near-term upside...
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Intuit Inc. (INTU) Other Highlights: ALXN, GD, LOW Other Recent Analyses: AMT, AVGO, BBY, BNS:CAN, ECL, LIN:DEU, NOC, NYT, PANW, PX, TWX...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. While the market may be concerned about the auto cycle, THRM is focusing on growing into the main-stream market, gaining share, sustaining ROA’, driving Asset’ growth and are confident on executing on innovation to drive growth...
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Cognizant Technology Solutions Corporation (CTSH) Other Highlights: TWX, VRX, ZTS Other Recent Analyses: AMGN, DD, DIS, FOXA, K:CAN, OC, OXY, RTN, SPLS, SYF, TEVA, THO:CAN, TJX, TMO, UNP, UTX,VOW3:DEU...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Contrary to market perception, TWTR has been able to stabilize profitability in the last few years and that’s forecasted to continue, and improving management confidence implies current market expectations are too pessimistic...
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Texas Instruments Inc. (TXN) Other Highlights: CRM, CTSH, MAR Other Recent Analyses: 2914:JPN, ABX:CAN, AGN, BA, CHK, CHTR, HD, LUV, MCD, NSC, PSX...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. FSLR’s historically better execution and lower credit risk than peers, low expectations and building confidence about Series 6 signal material upside potential...
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Tesla, Inc. (TSLA) Other Highlights: ATW, DIS, MYL Other Recent Analyses: AET, BABA, BMY, CAT, CVS, D, MGM, MNTA, PCLN, PII, UNH...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Even after the recent move higher, markets still do not value FB’s fundamentals, while management continues to see strong execution, spelling upside potential...
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Facebook, Inc. (FB) Other Highlights: BSX, CRUS, ZG Other Recent Analyses: ABBV, BAS:DEU, BAYN:DEU, EEP, EXPE, FCX, FOXF, FRES:GBR, GILD, GT, MO, NOVN:CHE, RCL, SAN:FRA, SII:CAN, UHS...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Pessimistic market outlook for growth and ROA’, with favorable management alignment, strategic positioning positive fundamental momentum and operational execution points to equity upside...
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: First Solar, Inc. (FSLR) Other Highlights: CCI, CTXS, TXT Other Recent Analyses: CSX, CVX, FLT, GNTX, GOOGL, GWW, JNPR, MSFT, NOV, OMC, PM, STZ, SWK, TDG, THRM, TWTR, VZ...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Markets expect macro issues to persist in perpetuity going forward for NOV, not respecting management’s prior execution, opportunities for acquisitions, or confidence about stabilization in the business...
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Waste Connections, Inc. (WCN) Other Highlights: CSX, HON, IRM Other Recent Analyses: ABT, DHI, DHR, FSLR, IBM, KSU, LAMR, LRCX, NEE, OMC, PRGO, QVCA, SLB, SLCA, TSRO, URI, VMC, WLL, XRAY...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Management’s smart strategic decisions, low market expectations, and growing confidence about the business builds the case for equity upside...
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: ResMed Inc. (RMD) Other Highlights: SEE, VWS:DNK, XRAY Other Recent Analyses: BMRN, BWA, FLS, GRMN, GWW, HCP, JBLU, PWR, SBAC, ST, TOL, TSCO...
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