Recent Research
02/12/2026
Enterprise Security - Interview
CHKP, CRWD, CYBR, FTNT, GOOGL, OKTA, PANW, QYLS, RBRK, RPD, S, TENB, ZS
TMT, Software
02/11/2026
REPLAY: Data Center Photonics Technology and Demand
AAOI, ANET, AVGO, COHR, FN, LITE, MTSI, 300308 CH
TMT, Hardware
02/10/2026
REPLAY: R&R: 2026 Backlogs & Lead Flows
FERG, HD, JHX, LOW, LPX, SHW, 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: $142.23, CAP: $5.54B
Industrial/Transportation, TMT, Hardware
+11.35%
02/06/2026
BKR
Baker Hughes Company
Presented:
Price: $59.17, CAP: $56.61B
Current:
Price: $61.25, CAP: $58.14B
Industrial/Transportation
+3.52%
02/06/2026
CNH
CNH Industrial N.V.
Presented:
Price: $11.96, CAP: $14.92B
Current:
Price: $12.80, CAP: $15.46B
Industrial/Transportation
-7.02%
02/06/2026
HEI GR
Heidelberg Materials AG
Presented:
Price: €213.50, CAP: $37.42B
Current:
Price: €213.40, CAP: $38.75B
Industrial/Transportation
-0.05%
02/03/2026
BROS
Dutch Bros Inc.
Presented:
Price: $54.39, CAP: $9.18B
Current:
Price: $55.05, CAP: $9.39B
Consumer
-1.21%