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June, 2022  // Posts published in June, 2022

Tech Trends: Security Spending Continues; Who Gets It Is Drastically Changing

Research Question: What are the most significant issues facing the data security industry’s end customers? What is happening in the industry as a result? How is that changing the competitive landscape? Companies:  AMZN, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, IBM, MSFT, NSIT, OKTA, PANW, ZS   By: John Harrington Click here to download report (.pdf)   […]

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Life Sciences Demand Landscape Idea Proposal (DHR, TMO)

Life Sciences Demand Landscape Idea Proposal (DHR, TMO)

Is the current demand landscape for diagnostics & research equipment industry giants Thermo Fisher and Danaher still strong after several years of COVID-driven purchases? Report Available: July 14, 2022   Blueshift’s initial research found the life sciences diagnostics & research industry coming off a period of accelerated R&D productivity, widespread industry collaboration, and strong public […]

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Energy Trends – Helmerich & Payne Game-Changer with Galileo LNG; AROC, SOI, TTEK Stand Out

Research Question: Which technology companies, service providers, or operators stand to benefit most under current oilfield market conditions? Companies: AROC, CRK, EXCE, HP, NBR, PDS, PSYTF, SDPI, SLB, SOI, SWN, TTEK By: Janis Johnson Click here to download report (.pdf)   Highlights Helmerich & Payne Inc. (HP) is benefiting from its new relationship with Galileo Technologies […]

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Align Technology Idea Proposal (ALGN)

Align Technology Idea Proposal (ALGN)

Will Align Technology rebound in Q2 from its sluggish Q1 performance to begin tracking toward its revenue growth goal of 20% to 30%? Report Available: June 24, 2022   Blueshift’s ongoing research found ALGN navigating the headwinds of the COVID-19 waves, weak economic conditions, waning consumer confidence, and inflationary pressures. These challenges led to a […]

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Sherwin-Williams Will Regain Share In a Robust-Yet-Challenging Market (SHW)

Research Question: Will Sherwin-Williams succeed in regaining lost market share? If so, at what cost? Companies: BRKA.VI, DOW, DD, MAS, PPG, RPM, SHW, 4612:TYO By: David Franklin Click here to download report (.pdf)   Summary of Findings The Sherwin-Williams Co. (SHW), the largest paint and coatings manufacturer in the world, is well-positioned to regain any […]

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