Latest ideas and analyses related to advanced industrial technology

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CGNX

+53 pts



Analyst Day Recap and Takeaways

By Thomasidea on Sept. 21, 2022, 10:46 a.m.
Tagged topics: advanced industrial technology

Views: 8, Votes: 4, Responses: 0, Attachments: 1
CGNX

+52 pts



Raises 3Q Guide and TAM Estimate Increases 50%+ Ahead of Analyst Day

By Thomasidea on Sept. 20, 2022, 10:43 a.m.
Tagged topics: advanced industrial technology

Views: 5, Votes: 3, Responses: 0, Attachments: 1
BYRN

+34 pts



Soft Pre-Release Reflects Rotation From Supply Chain Concerns to Slower Consumer Spending

By P on Sept. 12, 2022, 10:40 a.m.
Tagged topics: advanced industrial technology

Views: 12, Votes: 5, Responses: 0, Attachments: 1
AVAV

+34 pts



Global Tensions Support Demand and Strong F1Q23

By P on Sept. 11, 2022, 10:26 a.m.
Tagged topics: advanced industrial technology

Views: 21, Votes: 5, Responses: 0, Attachments: 1
ROP

+14 pts



Makes the Grade With $3.4B Acquisition

By P on Aug. 31, 2022, 6:58 a.m.
Tagged topics: advanced industrial technology

Views: 22, Votes: 5, Responses: 0, Attachments: 1
CDRE , US Macro

+33 pts



Continued Execution and Improving Costs Provide Backup to Thesis

By RayHold on Aug. 14, 2022, 12:08 p.m.
Tagged topics: advanced industrial technology

Views: 17, Votes: 3, Responses: 0, Attachments: 1
CRNC

+53 pts



Downgrading to Market Perform: EBITDA Trauma Worse Than Crash Test Dummy

By P on Aug. 11, 2022, 9:30 a.m.
Tagged topics: advanced industrial technology

Views: 10, Votes: 4, Responses: 0, Attachments: 1
IRBT

+31 pts



AMZN Adds Roomba to Cart at $61

By Thomasidea on Aug. 11, 2022, 9:12 a.m.
Tagged topics: advanced industrial technology

Views: 8, Votes: 2, Responses: 0, Attachments: 1
TRMB

+54 pts



Solid Results Amidst Tough Backdrop

By toastcrunch.info on Aug. 9, 2022, 1:27 a.m.
Tagged topics: advanced industrial technology

Views: 12, Votes: 5, Responses: 0, Attachments: 1
SYM

+32 pts



Sprinters Start Bodes Well for Potential Upside in Outyears

By RayHold on Aug. 6, 2022, 9:51 p.m.
Tagged topics: advanced industrial technology

Views: 7, Votes: 3, Responses: 0, Attachments: 1
SYM

+33 pts



Sprinters Start Bodes Well for Potential Upside in Outyears

By Thomasidea on Aug. 2, 2022, 7:57 p.m.
Tagged topics: advanced industrial technology

Views: 14, Votes: 4, Responses: 0, Attachments: 1
LHX

+32 pts



Portfolio Primed to Outperform as Budget & Supply Chain Friction Abate

By P on Aug. 2, 2022, 7:38 p.m.
Tagged topics: advanced industrial technology

Views: 9, Votes: 3, Responses: 0, Attachments: 1
FTV

+32 pts



Raises Outlook as Execution Impresses

By RayHold on July 30, 2022, 9:37 a.m.
Tagged topics: advanced industrial technology

Views: 7, Votes: 3, Responses: 0, Attachments: 1