| Company | Published | Rating | Price then | Last close | Change |
|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | 31 Oct 2026Unlevered DCF v1.3 | Fairly valuedPublished band 245–320 | 279.84 | 279.84 | 0.0% |
| KLACKLA Corporation | 29 Oct 2026Unlevered DCF v1.3 | OvervaluedPublished band 109–162 | 166.95 | 157.91 | -5.4% |
| CLSCelestica Inc. | 28 Oct 2026Unlevered DCF v1.3 | UndervaluedPublished band 305–456 | 276.15 | 265.53 | -3.8% |
| AMKRAmkor Technology, Inc. | 27 Oct 2026Unlevered DCF v1.3 | Fairly valuedPublished band 26–49 | 37.60 | 39.50 | +5.1% |
| BEBloom Energy Corporation | 26 Oct 2026Unlevered DCF v1.3 | OvervaluedPublished band 108–164 | 206.20 | 203.17 | -1.5% |
| APLDApplied Digital Corporation | 26 Oct 2026Stabilised NOI v1.3 | UndervaluedPublished band 21–34 | 18.00 | 17.82 | -1.0% |
| MUMicron Technology, Inc. | 1 Oct 2026Through-cycle DCF v1.3 | Fairly valuedPublished band 968–1,334 | 1,065.11 | 884.74 | -16.9% |
| IRENIREN Limited | 29 Sep 2026Unlevered DCF v1.3 | Fairly valuedPublished band 39–61 | 41.30 | 23.95 | -42.0% |
| CRDOCredo Technology Group Holding Ltd | 24 Sep 2026Unlevered DCF v1.3 | OvervaluedPublished band 113–169 | 194.35 | 150.99 | -22.3% |
| VRTVertiv Holdings Co | 17 Sep 2026Unlevered DCF v1.2 | Fairly valuedPublished band 210–275 | 243.83 | 232.50 | -4.6% |
| PLPlanet Labs PBC | 8 Sep 2026Unlevered DCF v1.2 | OvervaluedPublished band 6–11 | 18.12 | 13.47 | -25.7% |
| AAOIApplied Optoelectronics, Inc. | 2 Sep 2026Scenario DCF v1.2 | Fairly valuedPublished band 60–125 | 103.39 | 69.05 | -33.2% |
| FLYFirefly Aerospace, Inc. | 1 Sep 2026Unlevered DCF v1.2 | Fairly valuedPublished band 11–29 | 21.12 | 17.94 | -15.1% |
| APPAppLovin Corporation | 18 Aug 2026Unlevered DCF v1.2 | Fairly valuedPublished band 300–375 | 311.98 | 228.50 | -26.8% |
| CRWVCoreWeave, Inc. | 12 Aug 2026Unlevered DCF v1.2 | Fairly valuedPublished band 90–135 | 103.81 | 54.87 | -47.1% |
| PLTRPalantir Technologies Inc. | 4 Aug 2026Unlevered DCF v1.2 | Fairly valuedPublished band 100–130 | 125.65 | 184.11 | +46.5% |
| PGYPagaya Technologies Ltd. | 3 Aug 2026FCFE model v1.2 | Fairly valuedPublished band 14–22 | 17.62 | 19.23 | +9.1% |
| TERTeradyne, Inc. | 30 Jul 2026Unlevered DCF v1.2 | OvervaluedModelled base case 177 | 324.97 | 274.37 | -15.6% |
| KLACKLA Corporation | 29 Jul 2026Unlevered DCF v1.2 | OvervaluedPublished band 110–155 | 169.07 | 157.91 | -6.6% |
| BEBloom Energy Corporation | 29 Jul 2026Unlevered DCF v1.2 | OvervaluedPublished band 95–125 | 180.70 | 203.17 | +12.4% |
| AMKRAmkor Technology, Inc. | 29 Jul 2026Unlevered DCF v1.2 | Fairly valuedModelled base case 49 | 45.68 | 39.50 | -13.5% |
| APLDApplied Digital Corporation | 28 Jul 2026Stabilised NOI v1.2 | Fairly valuedPublished band 26–34 | 27.00 | 17.82 | -34.0% |
Price then is the quote each report was written against, printed on that report. Last close is the closing price as at the date printed at the top of this page, the last completed session before it was updated. Change is price movement only and excludes dividends. A rating published since the last refresh carries its publication price in both columns until the next one, at which point it is measured on the same session as every other name here. Ratings are not directional bets and a rating is not a price target — overvalued means the price on the day we published sat above our fair-value band (for ratings built under methodology version 1.2, that our modelled fair value sat more than 20% below the price), and says nothing about what the shares will do next.
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