Idea Proposals // Browsing posts in Idea Proposals
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 […]
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 […]
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 […]
Global Payments Inc. Idea Proposal (GPN)
Are changes to the payments industry caused by COVID-19 helping or hurting Global Payments Inc.? Report Available: October 15, 2020 Blueshift’s initial research found the COVID-19 pandemic challenging the payments industry’s growth trend. The economic slowdown brought on by COVID-19 stay-at-home orders and related reductions or closures of some businesses and industries led to […]
Axogen Idea Proposal (AXGN)
Is the stronger-than-expected Q2 demand Axogen experienced for its nerve regeneration products sustainable? Report Available: October 8, 2020 Blueshift’s initial research found AXGN, the leader in the development and commercialization of technologies for peripheral nerve regeneration and repair, experiencing a strong rebound in growth following the late Q1 and early Q2 2020 sales declines […]
Rail Idea Proposal (CSX, KSU, NSC, UNP)
Will better rail service translate into more freight moving by rail? Report Available: September 24, 2020 Blueshift’s initial research found the rail industry is working to take share back from trucking, using Precision Scheduled Railroading to improve speed, on-time performance, and service to entice shippers to increase their use of rail. But not everyone […]
Observability Market Idea Proposal (DDOG, DT, ESTC, NEWR, SPLK)
How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry? Report Available: September 10, 2020 Blueshift’s ongoing research found NEWR shaking up the observability market with a combined product and new pricing model. The pricing is designed to remove the financial disincentives for companies to […]
Advanced Micro Devices Idea Proposal (AMD, INTC)
With Intel’s latest production delays, how big a share of the CPU market can AMD capture? Report Available: October 1, 2020 Blueshift’s initial research found INTC’s production hiccups opening a door for AMD in both the PC and server markets. AMD had been gaining share in both segments even before INTC said its next-generation […]
Insulin Pump Market Idea Proposal (TNDM, PODD, MDT)
As the continuous glucose monitoring market continues to innovate, integrate, and grow, are insulin pump makers Tandem, Insulet, and Medtronic poised to follow? Report Available: September 3, 2020 Blueshift’s initial research found the continues glucose monitoring (CGM) market experiencing increasing demand from both Type 1 and Type 2 diabetics. The CGM space has also […]
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