October, 2020 // Posts published in October, 2020
Splunk Is On The Right Track As It Broadens Its Scope (SPLK)
Research Question: Is Splunk’s broadening platform and shift to the cloud increasing its appeal to existing and potential customers? Companies: AMZN, AVGO, CSCO, DDOG, DT, ESTC, GOOG/GOOGL, HPE, IBM, MFGP, MSFT, NEWR, NOW, SNOW, SPLK, SUMO, VMW By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Splunk Inc. (SPLK) appears to […]
Tech Trends: 2021: The (Re-)Rise of Communications Infrastructure
Research Question: What critical infrastructure will be needed to create wireless for smart applications everywhere and near-universal access to the Internet, regardless of geography? Which companies are in position to provide it? Companies: AAPL, CIEN, CMCSA, COMM, CSCO, DY, ERIC, GLW, HPE, IBM, NOK By: John Harrington Click here to download report (.pdf) Editor’s Note: […]
Oil Patch: Magnolia Oil & Gas Likely to Become Cash Flow Positive By End of 2020 (MGY)
Research Question: What are the positive and negative elements associated with Magnolia Oil & Gas’ operations? Companies: HAL, MGY Highlights According to an industry specialist, Magnolia Oil & Gas Corp. (MGY) is poised to become cash flow positive by the end of 2020. A conservative management team is controlling costs, selecting low-cost projects, […]
Global Payments Inc. Positioned for Growth as Economy Recovers (GPN)
Research Question: Are changes to the payments industry caused by COVID-19 helping or hurting Global Payments Inc.? Companies: AAPL, ADYEY, FIS, FISV, GOOG/GOOGL, GPN, JPM, KRX:005930, PYPL, SHOP, SQ By: David Franklin Click here to download report (.pdf) Summary of Findings Global Payments Inc. (GPN) is both benefiting from and challenged by COVID-19-related payments […]
Neuronetics Idea Proposal (STIM)
Will Neuronetics’ C-suite changes, new treatment indication, expanded reimbursement, and new positive data reinvigorate growth? Report Available: November 4, 2020 Blueshift’s initial research found STIM, a leader in providing transcranial magnetic stimulation (TMS) therapy equipment and support for the treatment of Major Depressive Disorder (MDD), navigating through the coronavirus, which has had a significant […]
Sally Beauty’s CosmoProf Challenged by Slow Salon Recovery, Changing Distribution Model (SBH)
Research Question: Is Sally Beauty’s CosmoProf business seeing a COVID-19-related slowdown amid DIY solutions and stylists considering competitors? Companies: AMZN, HENKY, LRLCY, LVMUY, SBH, ULTA By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Sales at salons are not back to pre-COVID-19 levels, presenting challenges to product distributors like Sally Beauty […]
Splunk Idea Proposal (SPLK)
Is Splunk’s broadening platform and shift to the cloud increasing its appeal to existing and potential customers? Report Available: October 29, 2020 Blueshift’s ongoing research found SPLK making quick progress in shifting customers to its cloud products, though the transition is slowing its revenue growth. The company, a market leader in areas like IT […]
Slow and Steady Recovery Likely for Axogen (AXGN)
Research Question: Is the stronger-than-expected second-quarter demand Axogen experienced for its nerve regeneration products sustainable? Companies: ABBV, AXGN, HSIC, IART, SYK By: David Franklin Click here to download report (.pdf) Summary of Findings Sources were mixed trending positive regarding Axogen Inc.’s (AXGN) ability to sustain the stronger-than-expected Q2 demand for its nerve repair and […]
Sally Beauty Holdings’ CosmoProf Idea Proposal (SBH)
Is Sally Beauty’s CosmoProf business seeing a COVID-related slowdown amid DIY solutions and stylists considering competitors? Report Available: October 9, 2020 Blueshift’s initial research found Sally Beauty Holding’s CosmoProf in a position to potentially see a slowdown in sales as a result of COVID-19. The distributor of salon brands and supplies to stylists saw […]
Bill.com Idea Proposal (BILL)
How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Report Available: November 19, 2020 Blueshift’s initial research found BILL growing at a healthy clip with its invoicing and payment software since its IPO, but a still relatively small, unprofitable company after 14 years in operation. The […]
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