Roth Capital Partners analyst Scott Searle says Lantronix’s (Lantronix Stock Quote, Chart, News, Analysts, Financials NASDAQ:LTRX) acquisition of Vecima Networks’ industrial IoT platform strengthens its recurring revenue profile while highlighting underappreciated growth in drones and edge AI. In a July 8 report, Searle maintained his “Buy” rating and $10.00 target on Lantronix. Lantronix agreed to […]

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Beacon Securities analyst Russell Stanley says Maritime Launch Services’ (Maritime Launch Services Stock Quote, Chart, News, Analysts, Financials CSE:MAXQ) agreement with Isar Aerospace improves revenue visibility and validates the company’s Spaceport Nova Scotia thesis. In a July 7 update, Stanley maintained his “Buy” rating on Maritime and raised his target to $1.50 from $1.25. Maritime […]

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Roth Capital Partners analyst Chip Moore says Elmet Group (The Elmet Group Stock Quote, Chart, News, Analysts, Financials NASDAQ:ELMT) remains a differentiated supplier to aerospace, defence, energy and industrial customers, with demand and margins expected to improve. In a June 25 update following Roth’s London conference, Moore reiterated his “Buy” rating and $21.00 target on […]

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Desjardins Securities analyst Jerome Dubreuil says Rogers Communications (Rogers Communications Stock Quote, Chart, News, Analysts, Financials TSX:RCI.B) could temporarily look more expensive if it exercises its right to buy the remaining 25% stake in Maple Leaf Sports & Entertainment from Larry Tanenbaum’s Kilmer Group. As reported by the Globe and Mail, in a June 25 […]

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Harris Douglas Asset Management partner and portfolio manager Paul Harris says Meta (Meta Stock Quote, Chart, News, Analysts, Financials NASDAQ:META) Platforms looks inexpensive after a pullback, despite investor concerns about heavy AI spending. Speaking on BNN Bloomberg’s Market Call on June 23, Harris said Meta’s recent results showed stronger-than-expected growth, while the stock trades at […]

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Beacon Securities analyst Russell Stanley says MDA Space’s (MDA Space Stock Quote, Chart, News, Analysts, Financials TSX:MDA) $688-million Canadian Space Agency contract is a reminder that the company’s sales pipeline includes large opportunities. In a June 24 report, Stanley reiterated his “Buy” rating and street-high $80.00 target on MDA. “Earlier today, MDA announced its largest […]

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RBC chief economist Frances Donald says the U.S. consumer has remained resilient, but persistent inflation has weakened household buffers and may be starting to limit business pricing power. In RBC’s June 24 monthly executive briefing, Donald said investors should still be careful about betting against the U.S. economy, given that consumers account for nearly two-thirds […]

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Beacon Securities analyst Russell Stanley says Maritime Launch Services (Maritime Launch Services Stock Quote, Chart, News, Analysts, Financials TSXV:MAXQ) offers a pure-play way to invest in launch pad access, which he sees becoming a chokepoint for the space industry. In a June 23 report, Stanley initiated coverage of Maritime Launch with a “Buy” rating and […]

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National Bank Financial analyst Adam Shine says Quebecor’s (Quebecor Stock Quote, Chart, News, Analysts, Financials TSX:QBR.B) wireless execution, improving cable trends and sub-three-times leverage support a higher valuation. As reported by the Globe and Mail, following a virtual fireside chat with CFO Hugues Simard, Shine maintained his “Outperform” rating on Quebecor and raised his target […]

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Newhaven Asset Management CEO and portfolio manager Ryan Bushell says CAE (CAE Stock Quote, Chart, News, Analysts, Financials TSX:CAE) looks attractive after a pullback, with lower expectations and a stronger structural backdrop supporting the stock. Speaking on BNN Bloomberg’s Market Call on June 22, Bushell said the recent weakness was tied partly to concerns about […]

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Stifel analyst Justin Keywood says WELL Health Technologies’ (WELL Health Technologies  Stock Quote, Chart, News, Analysts, Financials TSX:WELL) majority-owned WELLSTAR platform gives the company a strategic advantage as it builds out its Canadian healthcare consolidation model. In a June 22 conference recap following Stifel’s Summer Solstice Conference, the analyst said WELLSTAR is a fast-growing healthcare […]

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Beacon Securities analyst Russell Stanley says Graham Corporation’s (Graham Corporation Stock Quote, Chart, News, Analysts, Financials NYSE:GHM) new multi-year targets add visibility to a broader growth story that remains underappreciated by the Street. In a June 22 update, Stanley maintained his “Buy” rating and raised his target on Graham to $130.00 from $115.00 after attending […]

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Scotia Capital analyst Jonathan Goldman says 5N Plus (5N Plus Stock Quote, Chart, News, Analysts, Financials TSX:VNP) offers significant upside to Street expectations in 2026 and 2027, driven by underappreciated operating leverage and potential optionality from M&A and defence. As reported by the Globe and Mail, in a report released June 22, Goldman initiated coverage […]

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Raymond James Investment Counsel portfolio manager Chris Blumas says Thomson Reuters (Thomson Reuters Stock Quote, Chart, News, Analysts, Financials TSX:TRI) looks attractive after a sharp pullback, arguing the company still has a strong data moat and multiple ways to create shareholder value. Speaking on BNN Bloomberg’s Market Call on June 18, Blumas said the recent […]

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RBC Dominion Securities analyst Paul Treiber says BlackBerry (BlackBerry Stock Quote, Chart, News, Analysts, Financials NYSE:BB) needs to show accelerating growth and more detail on its General Embedded Market opportunity to sustain its recent valuation re-rating. As reported by the Globe and Mail, Treiber maintained his “Sector Perform” rating and US$4.50 target on BlackBerry. The […]

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J. Zechner Associates chairman and founder John Zechner says Salesforce (Salesforce Stock Quote, Chart, News, Analysts, Financials NYSE:CRM) looks attractive after a sharp pullback, arguing the company can adapt its software model to the AI shift. Speaking on BNN Bloomberg’s Market Call on June 17, Zechner said Salesforce is one software name he would still […]

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Roth Capital Partners analyst Rohit Kulkarni says Snap’s (SNAP Stock Quote Chart, News, Analysts, Financials NYSE:SNAP) new standalone augmented reality glasses are technologically impressive, but unlikely to have a near-term earnings impact given their premium price and early-adopter focus. In a June 18 update, Kulkarni maintained his “Neutral” rating and $7.00 target on Snap after […]

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Desjardins Securities analyst Frederic Tremblay says ATS (ATS Stock Quote, Chart, News, Analysts, Financials TSX:ATS) has room for multiple expansion as new leadership pushes further into services, margin improvement and growth areas such as radiopharma, nuclear and M&A. As reported by the Globe and Mail, in a June 17 report, Tremblay initiated coverage of ATS […]

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Goodreid Investment Counsel president and CEO Gordon Reid says Microsoft (Microsoft Stock Quote, Chart, News, Analysts, Financials NASDAQ:MSFT) remains undervalued despite investor concerns that its AI position has weakened. Speaking on BNN Bloomberg’s Market Call on June 15, Reid said concerns about Microsoft’s AI strategy are legitimate, given its close relationship with OpenAI and rising […]

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Roth Capital Partners analyst Bill Kirk says Canopy Growth’s (Canopy Growth Stock Quote, Chart, News, Analysts, Financials TSX:WEED) fourth quarter remained on a positive trajectory despite a headline miss, with international growth, Canadian adult-use share gains and MTL Cannabis contributions supporting the path toward positive Adjusted EBITDA. In a June 16 update, Kirk maintained his […]

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