Zynex Breaks Out With The Flywheel Effect Yet To Come
The company basks in device orders growing at 30% sequentially and 95% y/y. Revenue will follow more slowly, but ultimately much more pronounced as the company gets 80% of revenue […]
Talend Cloud Transformation Accelerates
Talend is well established data integration solutions provider, it’s in the midst of a cloud transformation. This transformation seems to be going somewhat faster than expected. This produces some headwinds […]
EDAP Is At An Inflection Point
The company is in the first inning with its HIFU treatment of prostate cancer, enjoying near triple-rate growth in Q2. Its other business is more steady, but also had a […]
Milestone Scientific Looks Like Breaking Out
The company is using its profitable business for dental practices as a cash cow to develop its medical business. The medical business is a platform with multiple applications, but efforts […]
Digital Turbine’s Impressive Ramp Isn’t Done By Any Means
The company has been powering ahead, gaining OEM and carrier partners with Samsung as the latest example. Samsung promises to produce a near-term ramp in the company’s installed base which […]
Intrusion Operating At A Higher Level
Their bread and butter product TraceCop is very profitable and still has a substantial runway in front of it. Management keeps evolving both the product itself as well as giving […]
Take Advantage Of The Sale In Tufin Software
The company provides a unique service which has a large greenfield opportunity. While the company is still loss making and bleeding cash, it is in the land-grab phase, and given […]
Research Frontiers’ Smart Glass Is A Potentially Smart Investment
Research Frontiers Incorporated’s smart glass technology has multiple markets where it can be applied, automotive, architecture, airplanes and the like. The company has numerous patents and an asset-light business model […]
Zebra Technologies: An All-Weather Growth Stock
Zebra Technologies enjoys powerful tailwinds with the increasing digitalization of business. Even in a soft economy the company can keep growing as its solutions enable its customers to cut cost […]
Boxlight Is Light On Cash, But Not On Opportunities
The shares of Boxlight have been in decline for over a year, mostly due to worries about its precarious cash situation. However, the company keeps on growing at 20% or […]