All published reports.

Search curated company theses by ticker, product, catalyst, risk, topic, sector, article, or slide deck.

Reset

Research reports

Company evaluations, product due diligence, and thesis updates with article and deck views.

Firefly Neuroscience pairs an FDA-cleared Evoke EEG/ERP workflow, more than 85 active U.S. clinical sites and a 191,000-record brain-data set with a harder financial reality: Q1 2026 revenue was only $485,000, cash was $3.1 million before subsequent financings, controls were ineffective and management disclosed substantial doubt about going concern.

May 15, 2026Research report

Agenus has pushed BOT plus BAL into a global Phase 3 colorectal cancer trial and is generating early access revenue, but the current thesis is a race between regulatory progress and financing pressure: Q1 cash was $35.0M, operating cash flow was negative, the latest 10-Q carries going-concern language, and the products remain investigational.

May 14, 2026Research report

AGM.A is Farmer Mac's Class A voting common stock, with real board-election rights for eligible non-Farm Credit System financial institutions and the same declared common dividend as AGM, but ownership restrictions, narrow holder eligibility, related-party context and Farmer Mac's levered rural-credit model make it a specialized security.

May 14, 2026Research report

Abundia Global Impact Group is the renamed Houston American Energy, now pitching waste-plastics and biomass-to-fuels infrastructure. The filings show a Baytown site, licensed technology, fresh equity cash and an RPD related-party acquisition, but Renewables remains pre-revenue and the going-concern/control risks are still live.

May 14, 2026Research report

Agencia Comercial Spirits Ltd came public as a Taiwan whisky importer, then disclosed a 2026 AI infrastructure pivot with a non-binding US$120M server LOI, a US$14.55M PIPE, Indonesian power commitments and a five-year services agreement that may represent up to US$374.4M in estimated gross service fees if deployment and customer acceptance conditions are met.

May 14, 2026Research report

AudioEye sits in a useful corner of software: websites and mobile apps keep needing accessibility testing, monitoring and remediation. The appeal is $41.2 million of ARR, about 78% GAAP gross margin and positive operating cash flow. The catch is that AEYE is still a small, levered company with GAAP losses, customer concentration and litigation expense.

May 14, 2026Research report

Aeva has the kind of customer list lidar startups chase: Daimler Truck, a Top 10 European OEM, NVIDIA, Forterra, Nikon and smart-infrastructure deployments. The catch is that revenue is still $6.3 million a quarter, broad-based deliveries are not expected in 2026, and the bridge is funded by cash, convertible debt and an equity-linked facility.

May 14, 2026Research report

AEP has turned the utility growth story into a transmission-led data-center and industrial load story, lifting its 2026-2030 capital plan to $78 billion while preserving 2026 guidance. The investment case now depends on rate recovery, balance-sheet funding and whether signed load becomes real demand.

May 14, 2026Research report

AENT is a profitable physical-media and collectibles distributor with more than $1 billion of annual revenue, improving margins, exclusive studio and label relationships, insider control and a balance sheet that depends on inventory, receivables and revolver availability behaving.

May 14, 2026Research report