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April, 2019  // Posts published in April, 2019

Updates From the Oil Patch: First-Quarter Oilfield Demand and Pricing Held Generally Steady

Research Question: Have first-quarter demand and pricing for oilfield services changed now that oil prices have topped $60 per barrel? Companies: BAS, HAL, HP, KEG, NBR, PDS, PTEN, RES, RNGR, SLB   Click here to download report (.pdf)   Highlights Demand and pricing for oilfield services in the U.S. land markets were generally flat throughout the […]

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CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Will the rollout of an online car-buying option and expansion of physical store locations drive sales and loan originations for CarMax in 2019?   Report Available: May 1, 2019   Blueshift’s initial research found KMX, the nation’s largest used car dealer, recovering nicely in its Q4 from declining market share experienced in the first half […]

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Alteryx Is in Great Shape to Fend Off Tableau and Other Competitors (AYX)

Research Question: Is Alteryx becoming robust enough to defend itself once Tableau’s Prep product is a viable threat? Companies: AYX, DATA, IBM, MSFT, ORCL, TLND By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Customers and partners of Alteryx Inc. (AYX) are enamored with the company’s data science platform and do […]

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DexCom Idea Proposal (DXCM)

DexCom Idea Proposal (DXCM)

Will Abbott’s new low cost/high tech Libre 2 take share from DexCom’s G6 or is the continuous glucose monitoring market big enough for both to thrive? Report Available: April 24, 2019   Blueshift’s initial research found DXCM, the leader in developing and commercializing continuous glucose monitoring (CGM) systems, basking in a strong Q4 with several […]

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Axogen’s Changes Are Necessary and Positive, But Growth Will Be Slow and Steady (AXGN)

Research Question: Will new leadership and a more aggressive sales effort help Axogen capture more of its total addressable market? Companies: AXGN, CVE:NGEN, IART, SYK By: David Franklin Click here to download report (.pdf)   Summary of Findings Axogen Inc.’s (AXGN) leadership changes and sales team expansion are viewed as positives by the surgical supply […]

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