Everything tagged "technology" across research, earnings, and macro.
132 articles
Kaspi.kz combines payments, marketplace, and fintech into a high-engagement super app, yet trades at a bank-like valuation. The report argues the market is underappreciating its cash generation and rerating potential despite macro and execution risks.
AST SpaceMobile has moved from concept to early revenue, backed by major carrier relationships and a fortified balance sheet. The stock remains highly speculative, but the setup could reward investors if satellite deployment and commercial service ramp on schedule.
STMicroelectronics looks like a trough-year recovery story: 2025 results were weak, but a strong balance sheet, improving inventory visibility, and growth in automotive, industrial, and optical connectivity support a medium-term rebound.
Strategy is effectively a leveraged Bitcoin treasury vehicle with a smaller but still meaningful enterprise software business. The report rates it a Buy for investors who want amplified BTC upside and can tolerate high volatility.
Badger Meter is a high-quality smart water infrastructure compounder with strong revenue growth, expanding margins, and a debt-free balance sheet. The stock looks attractive on quality, but its premium valuation leaves limited margin of safety.
Badger Meter, Inc. (BMI) slips 3.0% after reporting earnings that meet expectations, as investors react to the latest quarterly results and outlook.
UMC is a profitable mature-node foundry with improving 22nm/28nm mix, but the stock already looks fairly valued. The report rates it a Hold as resilience and optionality are offset by cyclical pricing and limited margin of safety.
Intel is showing real turnaround progress with 18A now shipping in Core Ultra Series 3 and Data Center and AI revenue accelerating. But flat revenue, weak margins, and a rich valuation mean execution still has to prove itself.
Oracle is evolving from a legacy database vendor into a fast-growing cloud and AI infrastructure platform. Strong OCI, multicloud database, and cloud revenue growth support a Buy case despite debt and capex risk.
ON Semiconductor is a cyclical power and sensing chipmaker working through a weak earnings base while building exposure to AI data center power and wide-bandgap semis. The stock looks like a selective recovery story with real cash flow support, but valuation still assumes a meaningful turnaround.
Dell has evolved from a PC and server cyclical into a scaled AI infrastructure supplier with strong cash generation and a growing enterprise moat. FY2026 showed record revenue, EPS, and AI backlog, while valuation still looks reasonable versus growth.
AMD is transforming from a strong CPU vendor into a broader AI infrastructure platform, with record 2025 revenue, rising profits, and growing data center momentum. The stock is high quality, but valuation remains demanding after a powerful run.
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