Eric Jensen

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Tapestry, Inc. (NYSE:TPR – $129.67) – Ongoing Diligence Update

February 3, 2026by Eric Jensen in Equity Research tagged

Please use the following link to access our most updated thoughts on TPR.

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International Paper (NYSE:IP – $39.00) – Q4’25 Earnings in Review

January 30, 2026by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on IP's Q4 report.

Access our Report>>

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Lennox International (NYSE:LII – $494.68) – Q4’25 Earnings in Review

January 30, 2026by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on Lennox's Q4'25, reported Wednesday before market open.

Access our Report>>

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Lennox International (NYSE:LII – $509.76): Ongoing Diligence Update

January 24, 2026by Eric Jensen in Equity Research tagged

Please use the following link to access our report.

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Discontinuing Coverage: Samsara, Inc. (NYSE:IOT – $31.99)

January 20, 2026by Eric Jensen in Equity Research tagged

Please use the following link to access our final thoughts on IOT:

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Initiating Coverage of International Paper, Co. (NYSE:IP – $42.36)

January 13, 2026by Eric Jensen in Equity Research tagged

Please use the following link to access Antrim's coverage initiation report on International Paper:

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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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