February, 2019 // Posts published in February, 2019
Vicor Is Gradually Starting to Benefit from Uptake of Nvidia GPUs (VICR, NVDA)
Research Question: How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Companies: ABB, AMD, AMZN, AVGO, CIEN, CSCO, DELL, FB, GOOG/GOOGL, HPE, IBM, IFNNY, INTC, JNPR, MSFT, NVDA, ORCL, QCOM, TXN, VICR, XLNX By: Seth Agulnick Click here to view report (.pdf) Summary of Findings Sales of […]
Ulta Beauty Idea Proposal (ULTA)
How much longer can Ulta hold off Amazon? Report Available: February 27, 2019 Blueshift’s initial research found ULTA’s sales growing in stores and online as the company maintains its dedicated customers with new product launches, promotions, and the perks of its loyalty program. ULTA continues to open stores at a brisk pace, successfully fending […]
Exact Sciences Idea Proposal (EXAS)
How much runway is left for EXAS’ Cologuard test as it kicks off its joint sales and marketing agreement with Pfizer? Report Available: February 15, 2019 Blueshift’s initial research found EXAS producing stellar Q4 and full-year results for its Cologuard test while entering a sales and marketing agreement with PFE aimed at continuing its […]
Tech Trends: 5G Gives Security Vendors a New Growth Opportunity
Research Question: Which effect will mass access from the introduction of 5G mobility have on network transport, data security and data management? Companies: AMZN, CHKP, CSCO, FTNT, MSFT, NOK, PANW, QCOM, VZ By: John Harrington Click here to download report (.pdf) Key Findings The construction of 5G networks is going to move into […]
Updates from Oil Patch: First-Quarter Demand and Pricing for Oilfield Services Are Flat
Research Question: How will flat capex affect first-quarter demand and pricing for oilfield services? Companies: BAS, FRAC, HAL, HP, PDS, PTEN, RES, RNGR, SLB Click here to download (.pdf) Highlights Capital spending on oilfield services in the U.S. land markets generally has been flat, as projected in Blueshift Research’s Dec. 20, 2018, report. Sources in […]
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