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

Texas Instruments
Texas Instruments Inc Q1FY26 – The company has completely changed how it sells its products, moving from using distributors to dealing directly with customers. Today, over 80% of their revenue comes from these direct relationships, a huge jump from only about 30% in 2019.
Oracle Corporation
Oracle Corporation Q2FY26 -Oracle’s Remaining Performance Obligations stood at $523bn, up 433 % YoY, reflecting unprecedented long term contracted demand for its cloud infrastructure.
Cadence
Cadence Design Systems Inc Q4FY25 – CDNS given its strong AI driven positioning, record $7.8bn backlog, 11% to 13% FY26 revenue growth outlook and nearly 25% IP growth momentum.
Oshkosh
Oshkosh Corporation Q4FY25  -The company successfully managed significant regulatory shifts, including the enactment of the One Big Beautiful Bill Act (OBBBA) which lowered 2025 tax payments by 90mn.
Advanced Micro Devices
Advanced Micro Devices Inc Q4FY25 -AMD is currently positioned at a critical inflection point where its multi-year architectural investments in chiplets and heterogeneous compute are meeting the massive infrastructure demands of the generative AI era.
Gen Digital
Gen Digital Inc Q3FY26 -GEN is repositioning from a legacy endpoint security vendor to an AI-driven, unified digital protection platform centered on behavioral risk detection and financial fraud convergence.
Lam Research
Lam Research Corporation Q3FY26 – Lam Research is currently operating at the top of its game, using the massive global wave of AI demand to drive its sales and profits to new heights.
Axon Enterprise
Axon Enterprise Inc Q4FY25 -Axon’s FY25 performance confirms its successful transition from a TASER-centric hardware vendor to a dominant public safety ecosystem .
Mercedes Benz
Mercedes-Benz Group AG Q4FY25 – While FY25 was characterized by severe operational deleverage and a 57.2% EBIT collapse, the group’s superior balance sheet resilience provides an unshakeable valuation floor.
MongoDB
MongoDB Inc Q4FY26 -MongoDB remains a high quality data platform with strong positioning in cloud and AI. However, slowing growth, uncertainty in EA, delayed AI monetization, and execution risks from leadership changes balance out the positives.
Block
Block Inc Q4FY25 -The business operates in a highly competitive and rapidly evolving financial technology environment, where changes in technology, regulation, and customer behavior can impact performance.
Dell Technologies
Dell Technologies Inc Q4FY26 -The company ended the year with a record-breaking performance in the fourth quarter, reporting revenue of $33.4 billion, which was 39% higher than the previous year