Lumentum’s Valuation Can Be Stretched Some More
The company is facing secular trends of demand for increased bandwidth most notably from the build-out of 5G, but it is also riding the 3D sensing wave. The company, on […]
The Foamix And Menlo Merger Makes Sense
The all-stock merger between Foamix and Menlo has been badly received by the markets, but we beg to differ. Basically, the merger reduces cost, risk and leverages the critical sales […]
EyePoint Pharmaceuticals Faces A Big Opportunity
The company has launched two products, DEXYCU and YUTIQ. Both have very substantial market potential, and orders are ramping fast. Due to a situation with its distributor, the ramp in […]
Asure Will Be In Much Better Shape After A Transition Year
The company sold off its workspace business for $120M which will eliminate its net debt and $9M of interest cost. However, investors have to be patient for the benefits to […]
LiveRamp Is Ramping Up
While the company still makes a substantial loss and loses cash, it can afford to do that given its iron-strong balance sheet. With revenues growing at nearly 40%, leverage will […]
Baozun Growth Slowdown Is An Optical Illusion
The shares sold off on a reduced growth outlook and a slight Q3 non-GAAP earnings miss. We will argue that both are actually more positive than they are negative. Add […]
Atomera Is Gaining Traction, But Still Remains Risky
The company is generating increasing interest from the industry trying out its MST technology. But the pre-production agreements don’t bring anywhere near sufficient amount of revenues for the company to […]
Arlo Technologies Could Be A Surprise Win
The company has had a very rough time since splitting off from Netgear with increasing losses and the shares down 70% or so. While the company is still very far […]
Stage Stores’ Q3 Was A Blast, Its Outlook Is Rapidly Improving
The economics of store closures and conversions to the off-price format are even considerably better than management assumed only a quarter ago. These are now projected to provide $35M in […]
Talend Should Ultimately Benefit From Its Shift To The Cloud
The company is well placed to benefit from the increasing importance of big data, as well as from the shift to the cloud. The shift to the cloud, while ultimately […]