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.
RESEARCH FEED : OUR PERSPECTIVE
Fortis Inc (FTS): Data Center Demand and Transmission Wins Are Extending the Growth Runway—What’s the Impact, Valuation Outlook & its 5 Key Catalysts ?
Fortis delivered a stable FY25 performance that reinforces the durability of its regulated utility model, with adjusted EPS rising to $3.53, up $0.25 year over year and broadly consistent with its long-term growth cadence of roughly 6–7% annually. Earnings expansion was supported by strong contributions from Western Canadian utilities, particularly FortisBC’s Eagle Mountain Pipeline investment... Read MoreCenovus Energy: Entering a Capital Harvest Phase as Record Production Growth Meets Falling Capex—What’s the Impact, Valuation Outlook & Its 5 Key Catalysts?
Cenovus’s Q3 2025 results highlight a business transitioning into a capital harvest phase as years of upstream investment begin translating into higher production, improved margins, and rising shareholder returns. Total production reached a record 833 MBOE/d, led by strong oil sands performance with Christina Lake and Foster Creek delivering new highs and early ramp-up benefits from the Narrows ... Read MoreBloom Energy Corp (BE): Riding the AI Power Crunch—But Is a $6B Backlog Masking Peak-Cycle Expectations?
Bloom Energy exited FY25 with strong operational momentum, delivering record revenue of $2.0B (+37% Y/Y) and adjusted EBITDA of $271.6M as operating leverage began to materialize across its fuel cell platform. Gross margin expanded to 30.3% while free cash flow remained positive for the second consecutive year, signaling improving capital efficiency and cost discipline as the company scales. Fourt... Read MoreThomson Reuters (TRI): Is AI Eroding Its Editorial Edge? — Assessing the Impact on Economic Moat, Valuation Outlook & 5 Key Catalysts
Thomson Reuters delivered a solid FY25 performance, reinforcing confidence in the durability of its professional information services model despite growing investor concerns around AI disruption. Organic revenue grew 7% for the year, with the “Big 3” segments expanding 9%, while adjusted EBITDA margin improved 100 basis points to 39.2% and free cash flow reached $1.95B. Segment performance rem... Read MoreHow Canadian National Railway (CNI) Is Driving Efficiency Gains, But Tariffs and Weak Industrial Demand Cloud the Outlook!
Canadian National closed 4Q25 with strong operational execution, demonstrating the effectiveness of its cost discipline and network productivity initiatives despite a challenging freight environment. Revenue increased modestly as total traffic rose 3%, supported by record grain shipments and double-digit growth in international intermodal volumes following normalization at Canadian ports, while do... Read MoreHow Cencora Inc’s (COR) Growth ‘Slowdown’ Is Spooking Investors, But GLP-1 Demand Tells a Different Story!
Cencora began FY26 with solid operational momentum, delivering adjusted operating income growth of 12% year over year and reinforcing the durability of its pharma distribution and specialty services model. The U.S. Healthcare Solutions segment was the primary driver, with operating profit rising 21% despite the loss of a large oncology customer, highlighting the resilience of specialty channels an... Read MoreFortive: Accelerated Execution Amidst Early Tailwinds, Is Margin Durability the Next Strategic Unlock?
Fortive’s Q4 2025 results highlight early traction from its “Fortive Accelerated” strategy, with adjusted EPS of $0.90 (+13% Y/Y) bringing FY25 EPS to $2.71, modestly exceeding guidance and reflecting stronger operational discipline, portfolio focus, and accretive capital deployment rather than a sharp demand inflection. Core revenue growth of just over 3% alongside 8% EBITDA growth and marg... Read MoreMcKesson Corp (MCK): The Quiet Rise of Oncology and Biopharma Services— What’s the Impact, Valuation Outlook & its 5 Key Catalysts ?
McKesson’s fiscal Q3 2026 results reinforce the durability of its pharmaceutical distribution and biopharma services model, with revenue rising 11% year-over-year to $106.2B and adjusted EPS increasing 16% to $9.34, prompting management to raise full-year EPS guidance to $38.80–$39.20, implying 17–19% growth. The Oncology & Multispecialty platform continues to emerge as the core growth e... Read MoreOGE Energy: Data Center Demand and Commercial Load Growth Are Powering Earnings But Shares stay rich—What’s the Impact, Valuation Outlook & its 5 Key Catalysts ?
OGE Energy’s FY25 results reinforce the stability of its regulated utility model, with EPS of $2.32 finishing in the upper half of guidance and modestly ahead of expectations, reflecting continued operational discipline following the company’s transition to a pure-play regulated utility. Utility earnings improved to $2.47 per share, supported by strong capital recovery and weather-normalized l... Read MoreTenet Healthcare (THC): Utilization Surge and Cash Flow Upside Drive a Major Valuation Reset—But Can Margins Hold if Coverage Shrinks?
Tenet’s FY25 results highlight a structurally stronger earnings profile driven by disciplined cost management, favorable patient mix, and durable growth across both ambulatory and hospital segments. Consolidated adjusted EBITDA reached $4.57B (+14% YoY) with margins expanding 210bps to 21.4%, materially outperforming initial expectations as operational efficiencies and higher acuity trends suppo... Read More- Netflix reports earnings after the bell. Here's what to expect
- World's biggest chocolate maker issues profit warning as cocoa prices collapse; shares plunge 17%
- PepsiCo earnings beat estimates as Doritos, Lay's price cuts win back shoppers
- Kering looks to double profits as it unveils ambitious turnaround plan to revive Gucci
- EasyJet's stock drops as the Middle East conflict, fuel costs weigh on bookings outlook
- TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run
- Michael Burry buys the dip in Salesforce and other software stocks after AI-fueled sell-off
- Retail traders pile into Allbirds after odd AI pivot. History shows it won't end well
- Stocks making the biggest moves premarket: PepsiCo, Taiwan Semiconductor, Voyager Technologies, PPG & more
- Goldman Sachs bond traders stumbled as Wall Street rivals thrived: 'A fire is being lit under' them
- Regulators are reportedly zeroing in on suspicious trades ahead of market-moving Trump post
- Bank of America tops estimates as CEO Brian Moynihan says consumer banking is 'healthy'
- Device maker Stryker strikes $4.9 billion deal for Inari Medical
- Despite revamped proposals, Nippon Steel deal on track to be blocked, letter shows
- Rosneft, Reliance agree biggest ever India-Russia oil supply deal
- Worldline attracts early stage interest from private equity firms
- India’s Andhra Pradesh state likely to suspend Adani power deal
- Sony is in talks to buy media powerhouse behind ‘Elden Ring’

