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.

November 19, 2025

Joseph Gunnar Affirms BUY, $6 PT, and High-Risk Rating on Capstone Holdings (CAPS) as they post modest 3Q25 and expands its footprint.

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November 17, 2025

SoundHound AI, Inc. - Joseph Gunnar affirms $17 PT, BUY, and High-Risk Rating, as SOUN poised to enter next growth phase in 2026.

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November 5, 2025

OMS Energy Technologies, Inc. (OMSE): Diversification Efforts Gain Traction Amidst Industry Turbulence. We Affirm BUY, $10 PT, and High-Risk Rating.

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Reports

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Reports
November 3, 2025

Joseph Gunnar Initiates Coverage on DeFi Technologies, Inc. with a BUY, $4 PT, and High-Risk Rating.

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September 22, 2025

The Platform Continues to Grow While Raising Margins. FY26 Guidance EBITDA Guidance Raised. We Affirm BUY, $3 PT, and High-Risk Rating.

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September 22, 2025

SoundHound Strengthens Voice AI Franchise with Interactions Acquisition. We Raise PT to $17 and Affirm BUY and High-Risk Ratings.

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