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Equisights Research (“Equisights”) is a distinguished independent sell-side research firm that excels in delivering in-depth, objective analysis and strategic insights. Our research efforts are primarily centered on the U.S. markets, with a strong sectoral emphasis on Technology, Media, and Telecommunications (TMT), healthcare, consumer cyclicals & non-cyclicals, industrials, energy, and select financials. Equisights serves to several notable buy-side funds, RIAs, family offices, and over 1,000 institutional relationships, who take positions across our coverage universe and manage portfolios ranging from $100 million to $1 billion in assets.

Our comprehensive research framework involves an in-depth analysis of each company’s growth potential, financial health, management quality, industry position, risk factors, and valuation. Our recommendations and ratings process is based on gathering and interpreting data, drawing conclusions, and evaluating these factors to determine final ratings based on intrinsic value, expected growth, and risks. Equisights maintains its independence by not participating in public offerings, advising on mergers and acquisitions, brokering trades, making markets in stocks, or managing money.

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11 Sep, 2024

Duolingo (DUO): Leveraging Global Expansion and Premium Monetization to Drive Sustained Growth – What’s the Outlook & 4 Key Catalysts?

Duolingo’s Q2 2024 results showcased impressive growth, with bookings up 38% year-over-year, driven by a 47% surge in subscription bookings and a 52% rise in paid subscribers. Revenue hit $178.3 million, up 41%, while net income soared to $24.4 million. Key growth drivers included Duolingo Max, now available in 27 countries, and the Family Plan, which accounts for 20% of subscribers. With intern... Read More
11 Sep, 2024

Constellation Energy (CEG): Nuclear Reliability and Data Center Co-location—Will These Adaptive Strategies Deliver?-

Constellation Energy Corporation's second quarter of 2024 brought a mix of highs and challenges, with notable shifts in earnings and strategic capital moves. The company posted GAAP earnings of $2.58 per share, beating expectations by a solid $0.79, while adjusted operating earnings of $1.68 per share edged up $0.04 from last year but fell just shy of street estimates by $0.01. Revenue landed at $... Read More
10 Sep, 2024

Zoetis Inc.:Innovative Therapies & Expanding Markets To Unlock the Next Chapter of Growth for the Coming 3 Years?

Zoetis is making remarkable strides, delivering 12% operational growth in H1 2024, driven by a stellar 16% rise in its companion animal segment and a solid 4% in livestock. Innovative products like Librela and Solensia in pain management, and Apoquel and Cytopoint in dermatology, are leading the charge, with Librela hitting 80% U.S. clinic penetration. Zoetis raised its full-year growth guidance t... Read More
10 Sep, 2024

Zoom Video Communications (ZM): Will These AI advancements and Enterprise Gains Catalyze Sustainable Growth amid Competitive Pressures?

Zoom delivered an impressive Q2 FY ’25 performance, surpassing expectations and showcasing its growing strength in the enterprise segment. Revenue increased 2% year-over-year to $1.163 billion, beating estimates by $12.92 million, driven by a 4% growth in enterprise business. Zoom also reduced churn to an all-time low of 2.9%, signaling enhanced customer retention. Adjusted EPS hit $1.39, surpas... Read More
10 Sep, 2024

Stryker Corporation (SYK): Will Robotic Expansion, M&A, and New Product Launches Drive Topline Growth Over the Next 3 Years?

Stryker Corporation’s Q2 2024 results underscore its strong growth trajectory, driven by innovation, key acquisitions, and global expansion. With revenue up 8.53% year-over-year to $5.42 billion, and organic growth reaching 9%, Stryker exceeded expectations. Standout performers included the Mako robotic platform and Neuro Cranial division, with double-digit organic gains. Adjusted EPS of $2.81 b... Read More
10 Sep, 2024

Synopsys (SNPS): Dominance with New Design Paradigm—Leveraging AI as both Demand & Efficiency Driver?

Synopsys’ strong performance in Q3 2024 underscores the company’s strategic positioning and operational excellence, driven by robust demand for its innovative EDA and IP solutions. The company’s ongoing investments in AI, advanced verification, and multi-die technologies are well-aligned with market trends and customer needs, bolstering its growth prospects. The pending acquisition of Ansys ... Read More
10 Sep, 2024

Snap Inc (SNAP): Can They Monetize? Key Challenges Bears Say vs. Their Biggest Competitive & Strategic Levers!

Snap Inc.’s Q2 2024 performance highlights notable progress, with revenue surging 16% year-over-year to $1.24 billion, driven by 850 million MAUs and 432 million DAUs. While engagement remains strong among younger audiences, with 75% of 13-34 year-olds on the platform, Snap faces headwinds in brand advertising, particularly in North America. Despite these challenges, its direct response (DR) adv... Read More
10 Sep, 2024

Smartsheet (SMAR): It’s Near NOW! What Value Can it Potentially Fetch as Private Talks Heat Up and More Bidders May Circle?

Smartsheet (SMAR) delivered a standout Q2 FY2025 performance, with 17% year-over-year revenue growth to $276.4M and expanding Annualized Recurring Revenue (ARR) to $1.093B, reflecting strong enterprise momentum. With an impressive 50% growth in customers generating over $1M in ARR, and key expansions in top-tier enterprise accounts, the company is gaining ground in the competitive collaborative so... Read More
10 Sep, 2024

Roku: Unmatched Scale, But Can Monetization Headwinds Stall the Growth Engine Into 2025?

Roku delivered a strong Q2 2024 performance, with a 14% year-over-year revenue increase to $968 million, exceeding expectations by $30.26 million. With 83.6 million households and a 20% rise in streaming hours, Roku’s platform remains a dominant force, underscored by its lead as the number one U.S. TV operating system. Adjusted EPS of -$0.18 beat estimates by $0.26, highlighting its cost discipl... Read More
10 Sep, 2024

Pinterest (PINS): Funneling & Monetization To Outpace User Growth—Key Catalysts and Impact on Ad Revenue Expansion

Pinterest faces several headwinds entering Q3 2024, notably tough year-over-year revenue comparisons following a sharp acceleration in growth from Q2 to Q3 last year. Weakness in the CPG sector, particularly among food and beverage advertisers, and a modest foreign exchange headwind of about one percentage point are additional challenges, marking the first such FX impact in five quarters. Despite ... Read More
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