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September, 2019  // Posts published in September, 2019

Smartsheet Is Effective but Not Unique for Project Management (SMAR)

Research Question: Does Smartsheet offer a unique approach to simplifying project management—or is the market crowded with fungible solutions? Companies: GOOG/GOOGL, MSFT, PLAN, SMAR, TEAM, WDAY, WORK   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Smartsheet Inc. (SMAR) is an effective tool for collaboration but lacks a killer feature […]

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EQM’s MVP May be Completed, but Not by Mid-2020 (EQM)

Research Question: Will EQM’s Mountain Valley Pipeline ever get completed? Can it meet its new project deadline of mid-2020? Companies: COG, D, ED, EQM, EQT, ETRN, NEE, RGCO, TSX:ALA By: David Franklin Click here to download report (.pdf)   Summary of Findings Opinions regarding the on-time completion of EQM Midstream Partners LP’s (EQM) Mountain Valley […]

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Vicor Idea Proposal (VICR)

Vicor Idea Proposal (VICR)

Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Report Available: October 18, 2019   Blueshift’s ongoing research found VICR struggling to meet investors’ high expectations as the data center market has cooled. The company’s recent difficulties are partly related to a […]

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Tech Trends: “Everyday AI” Boosts Nvidia, but Data Center Upgrades Slow (NVDA)

Research Question: Will the time advantage Nvidia has over AMD and Intel in accelerated GPU computing allow it to dominate the next round of data center network upgrades with the big public cloud platforms and advanced private cloud networks? Companies: AMD, AMZN, GOOG/GOOGL, INTC, MLNX, MSFT, NVDA By: John Harrington Click here to download report […]

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Updates from the Oil Patch: Marcellus/Utica Activity Likely to Slow for Remainder of 2019

Research Question: What is the status of the oil and gas industry in the Marcellus/Utica region as it relates to upstream drilling, completion, and well service activity and infrastructure build-out? Companies: BAS, FRAC, FTSI, HAL, HP, PDS, PTEN, SLB Click here to download report (.pdf)   Highlights According to an industry specialist, second-half 2019 (2H19) capital […]

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Dexcom and Tandem Idea Proposal (DXCM, TNDM )

Dexcom and Tandem Idea Proposal (DXCM, TNDM )

Will any headwinds derail the growth trends for Dexcom and Tandem over the next six to 12 months? Report Available: October 23, 2019   Blueshift’s continued research of both DXCM and TNDM showed each company executing exceptionally well with great first-half 2019 performances. TNDM continues to post record revenues and achieve significant milestones, though it […]

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Exact Sciences Idea Proposal (EXAS)

Exact Sciences Idea Proposal (EXAS)

Will the negative results of the CMS-sponsored cost-effectiveness analysis derail EXAS’s Cologuard sales growth? Report Available: October 16, 2019   Blueshift’s current research found EXAS navigating the negative findings of a multitarget stool DNA (mtSDNA) cost-effectiveness report commissioned by the Centers for Medicare and Medicaid Services (CMS) (Cologuard is a mtSNDA screening). Despite posting excellent […]

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Netflix Is In For a Bumpy Ride As Competition Heats Up (NFLX)

Research Question: Was Netflix’s Q2 subscriber debacle a short-term blip or a major red flag? Companies: AAPL, AMZN, CBS, CMCSA, DIS, FB, GOOG/GOOGL, NFLX, ROKU, SBGI, SNAP, T By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) aura of invincibility has been pierced. While it should rebound from […]

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Sep 11 2019 Automotive, Consumer Goods

VW’s EV Initiative, MEB Platform Get High Praise; Have Significant Potential (VOW.DE)

Research Question: How significant is the Volkswagen MEB platform play and what does it mean for the auto industry? Companies: BMW.DE, F, FCAU, GM, TSLA, VOW.DE, 1211.HK By: David Franklin Click here to download (.pdf)   Summary of Findings Volkswagen AG’s (VW/DE) electric vehicle (EV) initiative—including its modular electric drive matrix (MEB) platform—is in its […]

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Align Idea Proposal (ALGN)

Align Idea Proposal (ALGN)

Will competition continue to slow Align’s clear aligner sales among young adults and teens in North America? Report Available: October 3, 2019   Blueshift’s initial research found ALGN performing well but projecting slower growth because of sluggishness in its young adult and teen segments in North America and a tough consumer environment in China. Intense […]

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