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February, 2021  // Posts published in February, 2021

Updates From the Oil Patch: E&Ps, Service Providers Set to Benefit from Recent Events

Research Question: How did the recent winter storm event in Texas affect 2021 upstream E&P capex, demand for goods and services, and/or industry practices? Companies: CAT, CMI, EOG, HAL, HP, LBRT, NBR, NEX, OVV, PTEN, PXD, RNGR Click here to download report   Highlights The winter storm event in Texas, coupled with other global oil supply […]

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Tech Trends: IT at the Office: There is no Road Back

Research Question: Is fast mobile broadband poised to permanently damage the office industry and the companies that sell information technology into fixed locations? Companies: AAPL, AMD, AMZN, BXP, CMCSA, COMM, CSCO, CTXS, DELL, DISH, EQIX, GOOG/GOOGL, IBM, MSFT, T, TMUS, VNO, VZ, XLNX By: John Harrington Click here to download report (.pdf)   Key Findings Fast […]

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Feb 18 2021 Automotive, Services

Carvana’s Growth and Profitability Trends on Track to Continue (CVNA, KMX)

Research Question: Can Carvana sustain its growth and profitability trends or will they be curtailed by intense competition? Companies: AN, CVNA, KMX, LAD, SAH, SFT, VRM By: David Franklin Click here to download report (.pdf)   Summary of Findings Carvana Co. (CVNA) can sustain its growth and profitability, despite intense competition from traditional dealers and […]

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Prostate Cancer Treatment Idea Proposal (EDAP, PROF)

Prostate Cancer Treatment Idea Proposal (EDAP, PROF)

Will EDAP’s and PROF’s minimally invasive prostate cancer treatments significantly challenge the standard of care of surgery and radiation? Report Available: March 25, 2021   Blueshift’s initial research found that high intensity focused ultrasound (HIFU), a prostate cancer treatment that uses the energy of highly focused ultrasound to pinpoint, heat, and kill prostate cancer cells, […]

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Okta’s CIAM Has Product Expertise and Market Trends in Its Favor (OKTA)

Research Question: How big is Okta’s opportunity in customer identity and how well is it positioned to capitalize? Companies: ADBE, AMZN, CRM, CRWD, CSCO, GOOG/GOOGL, MSFT, OKTA, ORCL, PFPT, PING, SAP, SWI By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The growth potential of Okta Inc.’s (OKTA) customer identity and […]

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Plug Power is Leading in the Fuel Cell Race (BE, BLDP, FCEL, PLUG)

Research Question: Which fuel cell company offers the best technology, processes, management, and prospects for future success? Companies: BE, BLDP, CMI, FCEL, HYMTF, NKLA, PCRFY, PLUG, TM By: David Franklin Click here to download report (.pdf)   Summary of Findings According to industry suppliers, specialists, and competitors, Plug Power Inc. (PLUG) has emerged as one […]

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Cardiovascular Systems Idea Proposal (CSII)

Cardiovascular Systems Idea Proposal (CSII)

Will Cardiovascular Systems extend its growth trend, or will it be disrupted by ShockWave and other competitors? Report Available: March 10, 2021   Blueshift’s initial research found the coronary artery disease (CAD) and peripheral artery disease (PAD) treatment space poised for solid recovery as the coronavirus pandemic medical procedure moratorium begins to subside. Two device […]

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Tech Trends: Hacker Wars: “A Dismal Failure of Responsibility”

Research Question: Have hackers won the cyber war? Companies: AMZN, CHKP, CRWD, CSCO, FEYE, FTNT, GOOG/GOOGL, MSFT, PANW, SWI, VMW By: John Harrington Click here to download report (.pdf)   Key Findings Hackers have not won the cyber war because it will “never end,” our top information security sources report. Instead, hackers keep winning battle after […]

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PTC Inc. Idea Proposal (PTC)

PTC Inc. Idea Proposal (PTC)

Will PTC’s focus on the Internet of Things, augmented reality, and the cloud boost its growth rate? Report Available: March 11, 2021   Blueshift’s initial research found PTC surpassing modest expectations but still mostly tied to mature, relatively low-growth markets with its core products. PTC executives believe they can break into a higher growth pattern […]

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Carvana Idea Proposal (CVNA)

Carvana Idea Proposal (CVNA)

Can Carvana sustain its growth and profitability trends or will these be curtailed by intense competition? Report Available: February 18, 2021   Blueshift’s ongoing research found the online car buying trend and the preference for used cars gaining significant strength as a direct result of the COVID-19 pandemic.  Demand and pricing for used cars has […]

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