TIKR

TIKR

The TIKR column focuses on public company information, financial data, and investment research, helping users understand companies and markets from a fundamentals-based perspective.

TIKR's Articles

Trane Technologies Stock Has a $10.7 Billion Backlog. The Street Hasn’t Caught Up Yet.

Trane Technologies Stock Has a $10.7 Billion Backlog. The Street Hasn’t Caught Up Yet.

Wall Street sees 11% upside for Trane Technologies stock. TIKR’s model sees 89%. The gap lives in EBIT acceleration.

Costco Stock Fell 5% Today. The Cash Flow Story Is More Complicated.

Costco Stock Fell 5% Today. The Cash Flow Story Is More Complicated.

JPMorgan cut its Costco target to $1,100. Free cash flow is set to fall 71%, then rebound 364%.

SoFi Technologies Stock Splits Wall Street. Here’s What the Bulls See.

SoFi Technologies Stock Splits Wall Street. Here’s What the Bulls See.

SoFi’s June acquisition of AI platform Composer marks its fourth capital-light business launched this year, extending a margin expansion story still underpriced

Super Micro Computer Partners With Red Hat to Launch New Edge AI Appliances

Super Micro Computer Partners With Red Hat to Launch New Edge AI Appliances

Supermicro launched new edge AI appliances with Red Hat and Everpure, expanding its push into enterprise AI infrastructure solutions.

Accenture Stock Attracts Buy Rating Following Major New Google Cloud Partnership

Accenture Stock Attracts Buy Rating Following Major New Google Cloud Partnership

UBS reiterated its Buy rating on Accenture stock after its new Google Cloud AI partnership targeting midmarket companies.

Rosenblatt Defends Hut 8 Buy Rating As Company Pivots Toward AI Infrastructure

Rosenblatt Defends Hut 8 Buy Rating As Company Pivots Toward AI Infrastructure

Needham raised its Hut 8 price target to $128 after the company’s new 352MW data center lease at Beacon Point.

Up 476% Over the Past Year, Can Vicor Stock Keep Climbing Through 2028?

Up 476% Over the Past Year, Can Vicor Stock Keep Climbing Through 2028?

VICR stock is up 459% in a year and trades at $263. Can it reach $469 by 2028? Here’s what the model says.

UPS Stock Fell on Weak Margins. Wall Street Isn’t Worried Yet.

UPS Stock Fell on Weak Margins. Wall Street Isn’t Worried Yet.

UPS guided Q2 margin to 7.5%-8.5%, nearly double Q1’s 4%. The market hasn’t caught up yet.

Michael Burry Says This Deal Is “The Beginning of the End.” Should Investors Follow His Shorts?

Michael Burry Says This Deal Is “The Beginning of the End.” Should Investors Follow His Shorts?

Burry just shorted the semiconductor complex, and whether he’s right or wrong, understanding the thesis is more valuable than copying the trade.

Chipotle Stock Has a $43 Analyst Target. The Bull Case Could Go Higher.

Chipotle Stock Has a $43 Analyst Target. The Bull Case Could Go Higher.

With 2,000 stores getting new equipment by December, Chipotle’s transaction turn could compound into an EBITDA inflection.