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Supplementary Review: Health Catalyst (HCAT), May 14, 2024
HCAT reported a 1.2% year-over-year increase in first quarter revenue to $74.7 million. With Technology segment sales essentially flat at $47.0 million, this [...]
Supplementary Review: IBEX Limited (IBEX), May 13, 2024
In our view, this continues to highlight IBEX’s ability to leverage its superior and more cost-effective solutions to win new business against its much [...]
Supplementary Review: Cambium Networks (CMBM), May 13, 2024
Given CMBM’s less-than-impressive operating performance in recent quarters, we understand why the market would be skeptical. But with the two biggest hurdles [...]
Supplementary Review: Mativ Inc. (MATV), May 10, 2024
Net sales for the first quarter of 2024 were down 8.9% year-over-year to $500.2 million. Both the company’s newly realigned business segments—Filtration & [...]
Supplementary Review: American Vanguard (AVD), May 10, 2024
Net sales in the first quarter of 2024 rose 8.2% year-over-year to $135.1 million with all of its businesses contributing to this gain. This was led by U.S. [...]