For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points We’re updating our forecast post HEI’s 4QFY24 earnings release yesterday and we’re reiterating our Overweight rating on the shares. The stock was hit hard yesterday (-8.7%) on a fairly modest...
Key Points Technology and scale-up concerns mostly allayed while capital raised. Product commercialization in 2025 could result in the next leg up in PCT shares First major product commercialization announcement (in 2025)...
Key Points We are terminating coverage of Elbit Systems (ESLT; previously rated Overweight) due to a change in research focus. Going forward, we will no longer maintain an investment rating or target...
Key Points Consensus 2025 earnings estimates undemanding, in our view. Macro trends could propel significant medium-term earnings growth Earnings power on the back of recent acquisitions still underappreciated. Valuation highly attractive on...
Key Points We are maintaining our Overweight rating on shares of AVAV post the firm’s 2QFY25 earnings report earlier this week. The shares fell Thursday on margin headwinds in 2Q, though we...