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) […]
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 […]
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 […]
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 […]
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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