Recent Research
03/03/2026
JHX, LPX & TREX: Siding & Decking Share Shifts - Takeaways
JHX, LPX, TREX
Industrial/Transportation
03/03/2026
Data Center Photonics Technology and Demand - Takeaways
AAOI, ANET, AVGO, COHR, FN, LITE, MTSI, 300308 CH
TMT, Hardware
02/24/2026
REPLAY: Securing Agents: The Shift to CADR
CHKP, CRWD, FTNT, OKTA, PANW, S, ZS
TMT, Software
Recent Ideas
02/26/2026
ADP
Automatic Data Processing, Inc.
Presented:
Price: $214.25, CAP: $88.32B
Current:
Price: $216.27, CAP: $88.32B
TMT, Software
-0.94%
02/26/2026
EPAM
Epam Systems Inc.
Presented:
Price: $131.08, CAP: $7.72B
Current:
Price: $140.77, CAP: $7.30B
TMT, Software
+7.39%
02/26/2026
MSFT
Microsoft Corp.
Presented:
Price: $400.60, CAP: $2,985.73B
Current:
Price: $403.93, CAP: $2,977.41B
TMT, Software
+0.83%
02/26/2026
ORCL
Oracle Corporation
Presented:
Price: $147.89, CAP: $432.00B
Current:
Price: $149.01, CAP: $425.05B
TMT, Software
+0.76%
02/26/2026
TRMB
Trimble Inc.
Presented:
Price: $67.14, CAP: $16.24B
Current:
Price: $69.16, CAP: $16.24B
TMT, Software
+3.01%
02/25/2026
CROX
Crocs, Inc.
Presented:
Price: $96.65, CAP: $5.02B
Current:
Price: $85.38, CAP: $5.02B
Consumer
-11.66%