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August, 2021  // Posts published in August, 2021

Aug 30 2021 Idea Proposals, Retail

The TJX Companies Idea Proposal (TJX)

The TJX Companies Idea Proposal (TJX)

Is TJX in position to accelerate top-line growth while also reversing a trend of declining margins? Report Available: October 21, 2021   Blueshift’s initial research found TJX delivering an unexpectedly strong Q2 on both the top and bottom lines as sales surged compared to pre-pandemic results. Company executives have laid out lofty goals for the […]

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Aug 30 2021 Biotechnology, Healthcare

TELA Bio’s Growth Hampered by COVID; OviTex Adoption Will Increase (TELA)

Research Question: Can TELA Bio navigate the COVID pandemic and challenge the current standard of care to generate meaningful and sustained growth? Companies: ABBV, BDX, IART, JNJ, MDT, TELA By: David Franklin Click here to download report (.pdf)   Summary of Findings TELA Bio Inc.’s (TELA) expanded commercialization initiative of its tissue reinforcement material, OviTex, […]

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Updates From Oil Patch: COVID-19 Concerns Voiced but Oilfield Orders Still Solid for Now

Research Question: Has the recent surge in COVID-19 cases or any other issues caused 2021 oil patch business plans to change? Companies: CAT, CMI, NOV, NUE, SLB, TS Click here to download report (.pdf)   Highlights While attendees at two trade shows recently held in Houston were generally optimistic about commodity prices and market conditions, a […]

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Aug 19 2021 Basic Materials, Energy

Fuel Cell Idea Proposal (BE, BLDP, FCEL, PLUG)

Fuel Cell Idea Proposal (BE, BLDP, FCEL, PLUG)

Which fuel cell company or companies are best positioned to benefit from the federal bill on infrastructure? Report Available: September 9, 2021   Blueshift’s ongoing research found that clean energy, which includes boosting the use of hydrogen fuels, is one key focus of The Infrastructure Investment and Jobs Act (the “Bill”). Monies for R&D, demonstration […]

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Chewy Sales Keep Climbing, But Some Say at a Slower Pace (CHWY)

Research Question: Will Chewy’s growth slow as reopening accelerates? Companies: AMZN, CHWY, EBAY, SHOP, TGT, WMT, WOOF By: Reverdy Johnson Click here to download (.pdf)   Summary of Findings Sales on Chewy Inc. (CHWY) are higher than a year ago, though several sources said sales growth could be slowing. Two repeat pet food manufacturer sources […]

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Tech Trends: Cloud Storage Prices Push Vendors into AI, Analytics; Chips Win

Research Question: Has raw data storage become the ultimate commodity business? Companies: AMD, AMZN, DELL, GOOG/GOOGL, IBM, INTC, MDB, MSFT, NTAP, NVDA, PSTG By: John Harrington Click here to download report (.pdf)   Key Findings Sources: If you are planning to invest in bulk DIY data storage systems, don’t—it’s a cloud game now. Amazon Web Services, […]

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ON24’s Growth Will Continue to be Driven by COVID-19 (ONTF)

Research Question: Can ON24 sustain meaningful growth over the next 12 to 24 months? Companies: CSCO, GOOG/GOOGL, MSFT, ONTF, ZM By: David Franklin Click here to download report (.pdf)   Summary of Findings Sources were mixed regarding ON24 Inc.’s (ONTF) likelihood of achieving its full-year revenue growth guidance of 32% to 34%. However, significant growth […]

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Elastic Faces Tall Task to Set Itself Apart from Amazon, Others (ESTC)

Research Question: Has Elastic found the right formula to stand out from the competition in search, security, and observability? Companies: AMZN, CSCO, DDOG, DT, ESTC, GOOG/GOOGL, IBM, MDB, MSFT, NEWR, ORCL, SPLK, SUMO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Elastic N.V.’s (ESTC) underlying platform is broadly appealing for […]

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Tela Bio Idea Proposal (TELA)

Tela Bio Idea Proposal (TELA)

Can Tela Bio navigate the COVID pandemic and challenge the current standard-of-care to generate meaningful and sustained growth? Report Available: August 30, 2021   Blueshift’s ongoing research found TELA helping to drive the early stages of a shift in the medical community from using plastic polypropylene to natural materials for hernia and abdomen wall repair. […]

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Tech Trends: IT Security Pros Can’t Cope; Supported AI Must Step Up

Research Question: What fundamental changes are altering the way data protection and network security will proceed? Which technologies and companies will win or lose? Companies: AMZN, CHKP, CRWD, CSCO, DARK.L, FTNT, GOOG/GOOGL, MSFT, OKTA, PANW, ZS By: John Harrington Click to here to download report (.pdf)   Key Findings The stress on IT security professionals has […]

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