Eric Jensen

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Samsara, Inc. (NYSE:IOT) – 3Q’26 in Review

December 18, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on IOT's 3Q'26 report.

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UiPath, Inc. (NYSE:PATH – $18.69) – 3Q’26 Earnings in Review

December 11, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on UiPath's 3Q reported on Wednesday, December 3rd.

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Amer Sports, Inc. (NYSE:AS) – Discontinuing Coverage

December 9, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on AS Q3'25 reported on November 18th, as well as our decision to discontinue ongoing research coverage.

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Copart, Inc. (Nasdaq:CPRT) – 1Q’26 in Review

December 8, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on CPRT's 1Q'26 earnings report.

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Tapestry, Inc. (NYSE:TPR) – 1Q’26 in Review

November 11, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on TPR's Q1 earnings report:

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Eaton Corp. (NYSE:ETN – $373.77) Earnings in Review

November 10, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on ETN's 3Q'25 report.

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Earnings in Review – SiteOne Landscape Supply (NYSE:SITE)

November 5, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on SITE's Q3'25 reported Wednesday, October 29th before market open:

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Initiating Coverage of Casella Waste Systems, Inc. (Nasdaq:CWST)

November 3, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our CWST coverage initiation:

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Earnings in Review – Lennox International (NYSE:LII – $493.07)

October 23, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on LII's Q3'25 reported yesterday prior to market open.

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Diligence Update – Thor Industries, Inc. (NYSE:THO)

October 9, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access the results of our recent diligence calls related to Thor Industries, Inc.

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