Recent Research
02/11/2026
REPLAY: Data Center Photonics Technology and Demand
AAOI, ANET, AVGO, COHR, FN, LITE, MTSI, 300308 CHUndo
TMT, Hardware
02/10/2026
REPLAY: R&R: 2026 Backlogs & Lead Flows
FERG, HD, JHX, LOW, LPX, SHW, TREX
Industrial/Transportation
02/09/2026
REPLAY: JHX, LPX & TREX: Siding & Decking Share Shifts
JHX, LPX, TREX
Industrial/Transportation
Recent Ideas
02/06/2026
AHT LN
Ashtead Group plc
Presented:
Price: £50.14, CAP: $2,022.82B
Current:
Price: £50.26, CAP: $2,065.64B
Industrial/Transportation
+0.24%
02/06/2026
BDC
Belden Inc.
Presented:
Price: $127.73, CAP: $5.22B
Current:
Price: $141.91, CAP: $5.54B
Industrial/Transportation, TMT, Hardware
+11.10%
02/06/2026
BKR
Baker Hughes Company
Presented:
Price: $59.17, CAP: $56.61B
Current:
Price: $59.15, CAP: $58.14B
Industrial/Transportation
-0.03%
02/06/2026
CNH
CNH Industrial N.V.
Presented:
Price: $11.96, CAP: $14.92B
Current:
Price: $12.39, CAP: $15.46B
Industrial/Transportation
-3.60%
02/06/2026
HEI GR
Heidelberg Materials AG
Presented:
Price: €213.50, CAP: $37.42B
Current:
Price: €216.20, CAP: $38.75B
Industrial/Transportation
+1.26%
02/03/2026
BROS
Dutch Bros Inc.
Presented:
Price: $54.39, CAP: $9.18B
Current:
Price: $55.05, CAP: $9.39B
Consumer
-1.21%