Industrial Tech Stock Analyst @itech_analyst
Wall Street analyst delivering actionable insights on industrial tech stocks in emerging industries! Follow for insights that rival the best sell-side research⬇ industrialanalyst.substack.com Joined April 2021-
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We just released our 1Q25 3D Printing Reseller Survey results, which has historically been a strong leading indicator of demand trends across the 3D printing space. See the full breakdown, charts and takeaways below👇 industrialanalyst.substack.com/p/1q25-3d-prin… $SSYS $DM $DDD $MKFG $NNDM
Our latest 4Q24 3D Printing Executive Survey Report is now live, offering an exclusive look at system and material sales trends ahead of earnings season. Check it out! industrialanalyst.substack.com/p/4q24-3d-prin… $SSYS $DM $DDD $NNDM $MTLS $PRLB $XMTR #3dprinting #channelchecks
🔥NEW Deep Dive 🔥 3D printing has been one of the most disruptive industrial technologies. Despite multiple boom-bust cycles and all-time low investor sentiment, we see an attractive LT opportunity. industrialanalyst.substack.com/p/3d-printings… $SSYS $DM $DDD $NNDM $MTLS $PRLB $XMTR #3dprinting
🚨 Upgrade Alert 🚨 We just released our latest report, upgrading Impinj $PI from Hold to Buy ahead of next week’s earnings. Full report👇 industrialanalyst.substack.com/p/upgrading-im… $PI #earnings
While we did not anticipate CPOs to play a critical role in the optical space for several years, TSMC's recent announcement may signal a faster-than-expected adoption timeline. View how CPOs could disrupt Optics in 2025⬇️ industrialanalyst.substack.com/p/cpo-three-le… $LITE $COHR $AAOI $FN $NVDA
Our latest deep dive into the drone supercycle is now live! This report uncovers the transformative impact drones are having, as well as investment opportunities poised to soar. Stocks covered: $RCAT $AVAV $UMAC $ONDS $RDW $DPRO $PRZO View report ⬇️ industrialanalyst.substack.com/p/taking-fligh…
Our 4Q24 Protolabs $PRLB vs Xometry $XMTR Pricing Analysis is LIVE, which has historically provided a strong read-through into quarterly demand results. industrialanalyst.substack.com/p/4q24-pricing…
Red Cat $RCAT missed FQ2 Street expectations and shares are down 15%. However, their CY25 revenue guidance of $80M–$120M is well above CY24 ($16.5M) and consensus (~$90.4M). We view this as a buying opportunity! Note⬇️ industrialanalyst.substack.com/p/red-cat-fq2-… $AVAV #drones #StocksToBuy
We are very excited to publish our LARGEST deep dive on optical networking. We believe the optical component #stocks are poised for significant growth due to a surge in AI technologies and applications. Report ⬇️ substack.com/home/post/p-15… $LITE $COHR $FN $AAOI $CIEN $INFN $NVDA
Ondas $ONDS, a domestic leader in military and commercial drone solutions, reported Q3 results that included robust order growth that provides higher conviction into a Q4/2025 sales ramp. Full earnings note ⬇️ industrialanalyst.substack.com/p/delays-conti… #drones $AVAV $RCAT
No surprise, our pricing analysis accurately predicts robust Xometry $XMTR 3Q24 results, but the lack of Q/Q gross margin expansion concerning for LT profitability targets. Our full bearish thesis and earnings recap ⬇️ open.substack.com/pub/industrial… $PRLB #digitalmanufacturing
Protolabs $PRLB shares are up 30%+ today after the company reported stronger than expected revenues and profits in the quarter. We predicted the Q3 rev upside, as a result of robust pricing trends in our quarterly Pricing Analysis: $XMTR and $PRLB. open.substack.com/pub/industrial…
Our favorite stock in our universe Materialise $MTLS reported another strong quarter, with accelerating revenue growth and better than expected profitability. Shares up 15%+ on results, but we see 150%+ further upside! Full earnings write up ⬇️ industrialanalyst.substack.com/p/materialise-…
We published our 3Q24 Pricing Analysis: Protolabs vs Xometry! Interesting findings this quarter, which likely bodes well for both companies come earnings... See analysis below ⬇️ open.substack.com/pub/industrial… $PRLB $XMTR #digitalmanufacturing
We initiated coverage on Red Cat $RCAT with a BUY rating as we expect them to benefit materially from a global defense #drone supercycle. Full investment write up ⬇️ open.substack.com/pub/industrial… #drones #StocksToTrade #StocksToWatch #Defense $AVAV
Macro Challenges Continue To Impact AutoStore 2Q24 Results, But Believe Near-Term Struggles Continue To Create Long-Term Buying Opportunity Full earnings and investment analysis ⬇️ open.substack.com/pub/industrial… #Robotics $SYM #warehouseautomation
Extended Timelines and Supply Chain Delays Continue To Disrupt 2Q24 Results, But Ondas Autonomous $ONDS Gaining Global Traction Full 2Q24 Earnings & Investment Analysis ⬇️ open.substack.com/pub/industrial… #drones $AVAV
We Are Upbeat On These 3 Stocks Heading Into Q2 Earnings Next Week ⬇️ industrialanalyst.substack.com/p/we-are-upbea… #StocksToWatch $ONDS #drones
2Q24 pricing analysis affirms robust Xometry $XMTR 2Q24 results, which is driving shares up 40%+ today! But we believe revenue per active buyer is continuing to decline, which is disappoint investors profitability expectations. Full analysis ⬇️ open.substack.com/pub/industrial…
As predicted by our Pricing Analysis, Protolabs $PRLB sees demand weakening. Xometry $XMTR on tap for earnings next week and we expect the quarter to be UGLY! See $PRLB full Q2 earnings analysis ⬇️ open.substack.com/pub/industrial…
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