Research

Unbiased Research Methods

Our clients benefit from unbiased research methods via a top-down approach for recommending specific equity investments. Our private clients enjoy regular access to insights from our Equity Research Analyst Leo Carpio. Regularly scheduled conference calls are designed to provide our clients with a comprehensive overview of the financial markets along with independent third party research from leading independent research providers of equity research.

December 3, 2024

SMSI Delivers in-Line Q Results and Issues Modest FY4Q24 Guidance. Citing Promising Sales Pipeline, SMSI Sets Goal of Profitability in 2025. We Lower FY24 and FY25 Earnings Estimates and Reduce PT to $4.

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November 15, 2024

SOUN Delivers Strong FY3Q24 Results and Raises FY24 and FY25 Guidance. We Affirm BUY, $9 PT, and High-Risk Rating.

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November 13, 2024

BEAT: Slow-Paced Progress to Secure FDA Approvals. Affirm HOLD, $2 PT, & Maintain High Risk.

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Reports

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Reports
November 13, 2024

PODC: Modest FY2Q25 Results and Tempered FY25 Guidance. We Lower FY25 Estimates and Reduce PT to $5.

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November 4, 2024

PodcastOne FY2Q25 Preview: Good Q Expected with Focus on CY2025 Outlook, Podcast Ad Spending Check Up, and M&A Activity.

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September 13, 2024

Termination of Coverage: AppTech Payments Corp.

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