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Why we're looking past this AI play's mixed earnings results and ho-hum guidance
We're also bumping up our price target on shares.
14 words~1 min read
We're also bumping up our price target on shares.
Get this delivered to your inbox, and more info about our products and services.

This stock is set up well heading into its earnings report, due Thursday after the bell.

We're stepping in again as the stock continued to pull back from their February highs.

The company's earnings report wasn't perfect, but the long-term story is still intact.

Last week, management provided a strong order update and significantly increased its 2028 financial framework for revenue,…

We can't let a bad call cloud our future thinking. Facts change, and we reconsider our investment theses.

We always say discipline trumps conviction, and we don't want to be greedy after a tremendous rally.