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.

July 7, 2025

Joseph Gunnar affirms BUY, $6 PT and High-Risk Rating on Capstone (Nasdaq: CAPS) as it Begins To Execute on M&A Driven Expansion Plan With Southeast- Based Distributor Acquisition.

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May 19, 2025

Joseph Gunnar Affirms Buy Rating on Capstone Holdings Corp. (Nasdaq: CAPS) with a $6 PT, and High-Risk Rating

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May 14, 2025

Joseph Gunnar affirms $14PT and Buy Rating on SoundHound AI, Inc. (SOUN)

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Research
Reports

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Reports
May 13, 2025

Joseph Gunnar Affirms BUY Rating on Smith Micro Software, Inc. (Nasdaq: SMSI), PT of $1.50, and High-Risk Rating.

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May 6, 2025

Joseph Gunnar Affirms BUY, $5 PT, and High-Risk Rating on PodcastOne (PODC) as they Build Up The Platform To Drive Profitability.

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April 15, 2025

SMSI Delivers Light Q Results and Issues Disappointing FY1Q25 Guidance. We Lower FY25 Earnings Estimates and Reduce PT to $1.50.

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