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611 reports

US
Financial Services

Coinbase Global, Inc. (COIN, BUY) - 3Q26 Preview: Bitcoin Recovery Leads Trading Volumes; Maintain BUY and $250 PT

Coinbase Global, Inc. (COIN, BUY) - 3Q26 Preview: Bitcoin Recovery Leads Trading Volumes; Maintain BUY and $250 PT We...

Oct 20, 2026Read Report
US
Consumer

JD.com, Inc. (JD, BUY) - 3Q26 Preview: Improving Retail Trends, but Macro Uncertainty Clouds the Outlook; Maintain BUY but Lower PT to $33

JD.com, Inc. (JD, BUY) - 3Q26 Preview: Improving Retail Trends, but Macro Uncertainty Clouds the Outlook; Maintain BUY b...

Oct 14, 2026Read Report
US
General

Bitcoin (BTC, BUY) - Bitcoin Security in the Age of AI; What Faster Mathematics Means for Bitcoin

Bitcoin (BTC, BUY) - Bitcoin Security in the Age of AI; What Faster Mathematics Means for Bitcoin We maintain BUY and...

Oct 8, 2026Read Report
US
Financial Services

Circle Internet Group, Inc. (CRCL, BUY) - 3Q26 Preview: BTC Bull Cycle Meets Higher Reserve Yields; Maintain BUY and Raise PT to $115 from $100

Circle Internet Group, Inc. (CRCL, BUY) - 3Q26 Preview: BTC Bull Cycle Meets Higher Reserve Yields; Maintain BUY and Rai...

Oct 6, 2026Read Report
US
General

Bitcoin (BTC, BUY) - Bitcoin’s Bull Market Has Begun; Establishing a $250,000 Cycle Target by 2029

Bitcoin (BTC, BUY) - Bitcoin’s Bull Market Has Begun; Establishing a $250,000 Cycle Target by 2029 We believe Bitcoin...

Sep 22, 2026Read Report
US
General

Bitcoin (BTC, BUY) - Higher Rates Would Leave America’s Fiscal Constraint Intact; Persistent Primary Deficits Support Our Long-Term Bitcoin Thesis

Bitcoin (BTC, BUY) - Higher Rates Would Leave America’s Fiscal Constraint Intact; Persistent Primary Deficits Support Ou...

Sep 9, 2026Read Report
US
Automotive

NIO Inc. (NIO, BUY) - 2Q26: Better Mix and Cash Flow Offset a Modest Miss; 4Q Outlook Remains Constructive; Maintain BUY but Lower PT to $6

NIO Inc. (NIO, BUY) - 2Q26: Better Mix and Cash Flow Offset a Modest Miss; 4Q Outlook Remains Constructive; Maintain BUY...

Sep 1, 2026Read Report
US
Telecommunications

Bilibili, Inc. (BILI, BUY) - 2Q26: Quality Community Shines in the AI Era; Ads Resilient, Games Set for 4Q Recovery; Maintain BUY but Lower PT to $25

Bilibili, Inc. (BILI, BUY) - 2Q26: Quality Community Shines in the AI Era; Ads Resilient, Games Set for 4Q Recovery; Mai...

Aug 27, 2026Read Report
US
Automotive

Li Auto, Inc. (LI, BUY) - 2Q26: Reset Largely Priced In; Recovery Ahead; Maintain BUY but Lower PT to $16

Li Auto, Inc. (LI, BUY) - 2Q26: Reset Largely Priced In; Recovery Ahead; Maintain BUY but Lower PT to $16 We maintain o...

Aug 26, 2026Read Report
US
Automotive

XPeng, Inc. (XPEV, HOLD) - 2Q26: Soft 3Q Delivery Guide Offsets Encouraging 4Q Ramp and Robotics Progress; Maintain HOLD and Lower PT to $15

XPeng, Inc. (XPEV, HOLD) - 2Q26: Soft 3Q Delivery Guide Offsets Encouraging 4Q Ramp and Robotics Progress; Maintain HOLD...

Aug 24, 2026Read Report
US
Consumer

PDD Holdings, Inc. (PDD, HOLD) - 2Q26: Earnings: Margin Surprise Offsets Slower Growth; Investments Remain the Focus; Maintain HOLD and $100 PT

PDD Holdings, Inc. (PDD, HOLD) - 2Q26: Earnings: Margin Surprise Offsets Slower Growth; Investments Remain the Focus; Ma...

Aug 24, 2026Read Report
US
Consumer

Alibaba Group Holding Ltd. (BABA, BUY) - F1Q27: AI Engine Accelerates, Commerce Provides a Stable Base; Maintain BUY and $175 PT

Alibaba Group Holding Ltd. (BABA, BUY) - F1Q27: AI Engine Accelerates, Commerce Provides a Stable Base; Maintain BUY and...

Aug 20, 2026Read Report
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