2026 Stock Analysis & Company Deep Dives

Page 13 of 20 · Independent research published in 2026

Browse 957 company-specific research articles from 78 independent analysts, covering 502 companies during 2026. Each article is linked to the company or companies identified in its title or subtitle.

Research articles

957

Companies covered

502

Independent analysts

78

Research published in 2026

Showing 601–650 of 957

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Weekly|AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMTB AMA Next Monday, PLTR, AMZN Acquiring GSAT

By FUNDA · 2026-04-19ASML Holding N.V.SpaceX TSMC ($TSM)

Frequentis FY 2025

By Under Followed Stocks · 2026-04-18Frequentis

Review|TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged

By FUNDA · 2026-04-17TSMC ($TSM)

Review|ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supply Shortage

By FUNDA · 2026-04-17ASML Holding N.V.

TSMC 1Q'26 Update

By MBI Deep Dives · 2026-04-17TSMC ($TSM)

Does Upwork have a future?

By scuttleblurb · 2026-04-17Upwork

Robertet : good 2025 results…

By French Hidden Champions · 2026-04-17Robertet ($RBT)

Can AMD Beat NVIDIA?

By Damnang's Substack · 2026-04-17NVIDIA ($NVDA)

Kraken Robotics: Growing Urgency (Ticker: KRKN.F)

By Chit Chat Stocks · 2026-04-17Kraken Robotics ($PNG)

Deja vu all over again: Allbirds vs. Zapata's 1998 "fish oil to Dot.com" Pivot

By Value and Opportunity · 2026-04-17Allbirds Zapata

The Cadence Ambition the Market Isn't Pricing Yet

By Damnang's Substack · 2026-04-16Cadence

ASML 1Q'26 Update

By MBI Deep Dives · 2026-04-16ASML Holding N.V.

Hidden champion stock taken private:

By Emerging Value · 2026-04-16Hidden champion stock

Chipotle: Recipe For Growth

By TSOH Investment Research · 2026-04-16Chipotle ($CMG)

M&A Capital Partners (TYO: 6080) VS. Japan’s Demographic Time Bomb

By KonichiValue · 2026-04-16M&A Capital Partners ($6080)

ISSCC 2026: NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More

By SemiAnalysis · 2026-04-15Broadcom NVIDIA ($NVDA)TSMC ($TSM)

Deep|SpaceX Deep Dive: Part2 - The Fundamentals and Risk Matrix Behind a $2 Trillion IPO Valuation

By FUNDA · 2026-04-15SpaceX

New Buy: A niche logistics provider to replace InPost in my portfolio? (16% IRR expectation)

By Heavy Moat Investments · 2026-04-14InPost

Deep|AI Infra 2026: Shifting from "Brain Power" Competition to "Whole-Body" Evolution

By FUNDA · 2026-04-14Evolution AB ($EVVTY)

BLOOM ENERGY — THE ORACLE DEAL CONFIRMS EVERYTHING

By The Disruptive Investor · 2026-04-14Bloom Energy ($BE)Oracle

Follow up on a French Hidden Champion: a reinforced balance sheet, an increased dividend and an improving EBIT

By French Hidden Champions · 2026-04-13a French Hidden Champion

BLOOM ENERGY: +216% UPSIDE - THIRD PICK ON THE DISRUPTIVE INVESTOR

By The Disruptive Investor · 2026-04-13Bloom Energy ($BE)

Preview|ASML 1Q26: Demand Remains Strong; The Only Headwind is ASML’s Capacity

By FUNDA · 2026-04-13ASML Holding N.V.

Planet Fitness: Maxing Out?

By TSOH Investment Research · 2026-04-13Planet Fitness ($PLNT)

Modiv Industrial: “Too F***ing Cheap”

By Value Zoomer · 2026-04-13Modiv Industrial

Weekly|Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos

By FUNDA · 2026-04-13Meta Platforms ($META)TSMC ($TSM)

A Value Unlock of Rogers Communications' ($RCI.B) Trophy Sports Assets Worth 58–98% of its Market Cap is Still in Play

By Divergent Capital 7651 · 2026-04-12Rogers Communications ($RCI.B)

Sirius XM (An Excerpt From Our Recent Letter)

By Eagle Point Capital · 2026-04-11SiriusXM ($SIRI)

Behind the Qs and Ks- (AAON, PRGS, EPAC)

By A Peek Behind the Numbers · 2026-04-10AAON

Sendas Distribuidora: benefiting from the interest and inflation cycles in Brazil

By Emerging Value · 2026-04-10Sendas Distribuidora

Bolloré: some thoughts following the Bill Ackman offer on UMG

By French Hidden Champions · 2026-04-10Bolloré

Preview|TSMC 1Q26: Continued Front-end and Back-end Capacity Shortages; Upward Revision of 2027 CoWoS Forecast

By FUNDA · 2026-04-10TSMC ($TSM)

Follow up on a recurring business, family owned, strong balance sheet French Hidden champion

By French Hidden Champions · 2026-04-09Hidden champion

[scuttlebit] Thermo Fisher update

By scuttleblurb · 2026-04-08Thermo Fisher

Newprinces SPA update

By Emerging Value · 2026-04-07Newprinces SPA

Crocs: The HeyDude Hangover

By TSOH Investment Research · 2026-04-06Crocs ($CROX)

The Age of the TSMC Bottleneck

By Damnang's Substack · 2026-04-06TSMC ($TSM)

Weekly|Funda AI Agent Platform Launched, Memory LTAs, SpaceX, and more

By FUNDA · 2026-04-05SpaceX

Röko AB: Can Fredrik Karlsson Build Another Lifco?

By Slow Compounding · 2026-04-05Lifco AB

APPLIED OPTOELECTRONICS: +258% UPSIDE - SECOND PICK ON THE DISRUPTIVE INVESTOR

By The Disruptive Investor · 2026-04-04Applied Optoelectronics ($AAOI)

Circle Group FY 2025 results

By Under Followed Stocks · 2026-04-03Circle Group

"Never Sell" Episode: AI Doom, Veeva, Research and Writing

By MBI Deep Dives · 2026-04-03Veeva

MercadoLibre: Cheapest In Years (Ticker: MELI)

By Chit Chat Stocks · 2026-04-03Mercado Libre ($MELI)

ErreDue FY 2025

By Under Followed Stocks · 2026-04-02ErreDue

NVIDIA's Marvell Investment: What Lies Beneath

By Damnang's Substack · 2026-04-02NVIDIA ($NVDA)

Dividend Informer Q2 2026 Update: Accenture

By Dividend Informer · 2026-04-01Accenture

Dividend Informer Q4 2025 Update: Dick's Sporting Goods

By Dividend Informer · 2026-04-01DICK'S Sporting Goods ($DKS)