Equity Report

CrispIdea’s US Equity Research Reports deliver in-depth analysis and actionable insights on top-performing companies across diverse industries. Our seasoned analysts provide detailed financial analysis, market trends, and valuation metrics to make confident investment choices. These reports include stock ratings and recommendations, target price, investment thesis, peer comparisons, financial performance evaluations with valuation and ratio analysis, and management commentary

Hewlett Packard Enterprise
HPE reported 16% year-over-year revenue growth in Q1 FY25, driven by robust demand for AI-ready compute platforms and hybrid cloud solutions.
Campbell Soup
The global packaged food market size is projected to reach $3,407.2bn by 2030. The CAGR for the period 2023-2030 is expected to be 5.2%.
ADMA Biologics
ADMA reported total revenue of $426.5 million for 2024, up 65% from $258.2 million in 2023, mainly due to increased sales of ASCENIV and strong demand from physicians, payers, and patients.
Robinhood
Robinhood’s FY24 performance reflects a significant inflection point, marked by its first ever quarter crossing $1bn in revenue and a record $3bn in full-year revenue—representing 58% year-over-year growth and doubling in just two years.
Rivian is undergoing a critical transformation as it focuses on long-term sustainability over short-term volume. After a period of rapid ramp-up and expansion, the company is now executing a strategic pause.
JD.com
The global e-commerce market size reached $5.8tn in 2023. It is expected to reach $8.8tn by 2024 and $18.81tn by 2029, exhibiting to grow at a CAGR of 15.80% during 2024-2029.
CVS Health Corporation
CVS Health reported nearly $98 billion in fourth-quarter revenue, up 4% from the previous year, mainly due to growth in its Health Care Benefits and Pharmacy & Consumer Wellness segments.
ON Semiconductor
The company continues to invest in disruptive innovation while maintaining tight control over costs to ensure long-term competitiveness.
Oracle scores high on management quality with a 3.61 QoM rating and strong leadership under Safra Catz and Larry Ellison. However, governance issues, stakeholder controversies, and limited cloud market share hinder progress. Heavy cloud investments and leadership renewal are crucial for Oracle’s competitiveness in the evolving AI and cloud space.
The colocation business remained robust across all three operating regions, while interconnection revenue outpaced colocation growth.
Palantir
Palantir concluded FY2024 with a strong acceleration in financial performance.
SolarEdge
SolarEdge Technologies entered Q4 2024 in the midst of a pronounced downturn.