Monty Rakusen Monolithic Power Systems, Inc. (NASDAQ:MPWR) recently delivered better than expected EPS, and reports exposure to relevant FCF drivers from the growing AI industry, 5G, or the Internet of Things. The company also reports significant R&D expenditure for exploration about systems architecture, circuit design, and implementation in addition to process technologies. Besides, there is…
KathyDewar Elevator Pitch My Buy rating for Hitachi, Ltd. (OTCPK:HTHIY) [6501:JP] shares stays unchanged. I wrote about Hitachi’s latest M&A transactions and its carbon neutrality business in my December 27, 2023 write-up. My view is that Hitachi’s upcoming quarterly results release won’t throw up any negative surprises. In the intermediate to long term, the company’s…
matdesign24/iStock via Getty Images PaySign, Inc. (NASDAQ:PAYS) continues to deliver double digit net sales growth driven by successful investments in prepaid card-based payment solutions targeting the plasma donation industry. With 465 plasma centers and 6.4 million cardholders as well as sponsorship with large banks and card companies, I believe that operating margin and FCF could…
Neilson Barnard Elevator Pitch Squarespace, Inc. (NYSE:SQSP) shares are being upgraded to a Buy investment rating. I previously wrote about SQSP’s inorganic growth potential, the chances of the company becoming a takeover target, and how new business formation affects Squarespace’s prospects in my October 10, 2022 write-up. For this latest article, my attention lies with…
Andriy Onufriyenko/Moment via Getty Images Box (NYSE:BOX) offers a compelling risk/reward at current levels in my view. The leading Content Cloud player trails peers on growth but deserves a better multiple given improving margins, new product catalysts, and secular tailwinds for secure collaboration. After years of inconsistent execution, Box may finally be poised to accelerate…
FotografiaBasica Altria Group, Inc. (NYSE:MO) attracts a lot of interest for its high dividend yield. Many investors – including users here on Seeking Alpha – who don’t already hold it seem at least interested in holding the stock for the yield. But skeptics have been increasingly asking one question in particular: Why hold a stock…
Shawn Williams/iStock Editorial via Getty Images Elevator Pitch My investment rating for Samsonite International S.A. (OTCPK:SMSOF) [1910:HK] stays as a Buy. I previously wrote about Samsonite International’s Q1 2021 performance and full-year fiscal 2021 business prospects in an article published on June 17, 2021. The focus of the current write-up is Samsonite International’s near-term financial…
Erikona Investment Thesis There have been numerous articles published on Seeking Alpha analyzing PayPal (NASDAQ:PYPL). Most discussions appropriately touched on PYPL’s share buyback program, their collaboration with KKR to sell buy-now-pay-later (BNPL) debt, the sale of Happy Returns, the new management team, opportunities with Braintree’s unbranded checkout solutions, and PYPL’s leadership position globally. While these…
metamorworks Elevator Pitch I continue to award a Buy investment rating to Keyence Corporation (OTCPK:KYCCF) [6861:JP]. My prior write-up published on October 2, 2023 drew attention to the potential for an increase in Keyence’s future dividend payout ratio and the company’s focus on the long run. With this latest article, I focus on a key…
KanawatTH Summary Readers may find my previous coverage via this link. My previous rating was a buy, as I believed Couchbase (NASDAQ:BASE) would continue growing by riding on the industry tailwind. The stock would react positively if BASE were to reach profitability as well. I am reiterating my buy rating for BASE as I see…
Sezeryadigar Elevator Pitch My Buy rating for Q2 Holdings’ (NYSE:QTWO) stock remains unchanged, as there are multiple drivers that could boost QTWO’s future share price performance. These drivers include profitability improvement, top-line expansion, and employee satisfaction. Also, Q2 Holdings’ shares are undervalued based on a comparison of its EV/EBIT and EV/EBITDA multiples with the expected…
Halfpoint/iStock via Getty Images Investment Thesis In continuation with our coverage on Primo Water (NYSE:PRMW), we had rated the stock Buy driven by its ongoing transformational shift towards a pure play water solutions company over the past couple of years, improving operational and financial profile along with relative undervaluation. Sentiment was weak heading into Q3…
PeopleImages Five9 (NASDAQ:FIVN) which has its origins as a software provider for contact centers has evolved into a CX or customer interaction play by leveraging AI through its cloud platform. However, the stock’s underperformance of over 17% compared to the tech-heavy Invesco QQQ Trust ETF (QQQ) shows that the market has not realized the opportunity….
Bitcoin (BTC) has established strong support between $25,000 and $30,000. Take a look at the next key resistance. The price of Bitcoin has been steadily rising since October 13, following its inability to break the support level of around $26,000. Since then, it has continued to climb, reaching $35,000 earlier today, a level not seen…
hapabapa Overview BioMarin Pharmaceutical (NASDAQ:BMRN) is a global leading biotechnology company that has been dedicated to transforming lives through genetic discovery. With a strong focus on rare diseases, BioMarin develops and commercializes therapies for people with serious and life-threatening medical conditions. As BioMarin traded sideways for the past 10 years, investors have been waiting patiently…
DKosig The latest earnings results for banks include words like “record,” “outstanding,” and “doubles.” So far, 2023 has been a banner year for the sector, at least from an earnings perspective. But bank stock prices have yet to eclipse their previous highs. The KBW NASDAQ Global Bank Index, which tracks global banks, has barely grown…
dgdimension Technip To Hold Its Ground I have been discussing Technip Energies N.V. (OTCPK:THNPY) in the past, and you can read the latest article here. The company’s outlook has brightened following the continued involvement in the second phase of Qatar NFE’s LNG expansion project. It is also involved in similar projects in the Americas and…
Gam1983 We present our note on Experian (OTCQX:EXPGY) (OTCQX:EXPGF), the world’s leading global information services company with a Buy rating. We find Experian’s high-quality business model, structural growth, mix, and geographical exposure very appealing. We will provide a brief overview of the company, discuss the last quarterly results, analyze key value creation drivers, and lay…