Latest news with #JedDorsheimer
Business Insider
4 days ago
- Business
- Business Insider
William Blair Remains a Hold on Axcelis Technologies (ACLS)
In a report released yesterday, Jed Dorsheimer from William Blair maintained a Hold rating on Axcelis Technologies (ACLS – Research Report). The company's shares closed yesterday at $61.49. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Dorsheimer is a 5-star analyst with an average return of 29.3% and a 51.92% success rate. Dorsheimer covers the Technology sector, focusing on stocks such as Aehr Test Systems, Axcelis Technologies, and Applied Materials. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Axcelis Technologies with a $65.50 average price target.
Yahoo
29-05-2025
- Business
- Yahoo
William Blair Starts Centrus Energy With Outperform, Cites Nuclear Fuel Leadership
William Blair analyst Jed Dorsheimer initiated coverage of Centrus Energy Corp. (NYSE:LEU) on May 28 with an Outperform rating and no price target. The analyst emphasized Centrus Energy's distinct market position as the sole American-owned uranium enricher, which provides the company with advantages in terms of technology and national security. Photo by Frédéric Paulussen on Unsplash Centrus's shift from a foreign nuclear fuel broker to a manufacturer and supplier should enable the company to capture a sizable portion of the market. According to Dorsheimer, Centrus Energy Corp. (NYSE:LEU) is expected to play a significant role in supplying the United States' commercial nuclear fleet with low-enriched uranium and high-assay low-enriched uranium. The analyst also highlighted the company's contribution to reducing U.S. dependence on Russian enrichment capabilities, projecting a $15 billion total addressable market (TAM) that will be fueled by a 13-fold growth in demand for separative work units (SWU) by 2050. Centrus Energy Corp. (NYSE:LEU) is a Maryland-based supplier of nuclear fuel components and services that operates under two business categories: Low-Enriched Uranium and Technical Solutions. While we acknowledge the potential of LEU to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LEU and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and Disclosure: None. Sign in to access your portfolio
Yahoo
28-05-2025
- Business
- Yahoo
William Blair Initiates Coverage of Oklo (OKLO) Stock with Outperform Rating
On May 28, William Blair analyst Jed Dorsheimer initiated coverage on Oklo Inc. (NYSE:OKLO)'s stock with an 'Outperform' rating without a price target. A wind turbine in a rural landscape, highlighting the companies commitment to clean energy. The analyst highlighted the company's unique build, own, and operate strategy for Generation IV SMR (small modular reactor). The strategy is being viewed as a differentiator in the broader nuclear sector as it expedites regulatory approval processes and enhances the economics of each unit with the help of securing power purchasing agreements, capitalizing on the demand for clean and stable electricity. The analyst's outlook on the future of SMRs remains favourable, anticipating that they are expected to become strong contributors to the nuclear industry's growth. Notably, the positioning and market strategy support the firm's confidence in Oklo Inc. (NYSE:OKLO)'s potential for broad-based market adoption. The optimism from William Blair exhibits a belief in the company's capacity to lead in the nuclear renaissance, using its technology and business model in a bid to address the increased demand for clean energy solutions. Oklo Inc. (NYSE:OKLO)'s scalable technology remains well-suited for customers throughout a range of segments, such as data centers, as demonstrated by a 14 GW demand pipeline. Oklo Inc. (NYSE:OKLO) is engaged in developing advanced fission power plants to offer clean, reliable, and affordable energy. While we acknowledge the potential of OKLO to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than OKLO and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None.
Yahoo
28-05-2025
- Business
- Yahoo
William Blair Initiates Coverage of Oklo (OKLO) Stock with Outperform Rating
On May 28, William Blair analyst Jed Dorsheimer initiated coverage on Oklo Inc. (NYSE:OKLO)'s stock with an 'Outperform' rating without a price target. A wind turbine in a rural landscape, highlighting the companies commitment to clean energy. The analyst highlighted the company's unique build, own, and operate strategy for Generation IV SMR (small modular reactor). The strategy is being viewed as a differentiator in the broader nuclear sector as it expedites regulatory approval processes and enhances the economics of each unit with the help of securing power purchasing agreements, capitalizing on the demand for clean and stable electricity. The analyst's outlook on the future of SMRs remains favourable, anticipating that they are expected to become strong contributors to the nuclear industry's growth. Notably, the positioning and market strategy support the firm's confidence in Oklo Inc. (NYSE:OKLO)'s potential for broad-based market adoption. The optimism from William Blair exhibits a belief in the company's capacity to lead in the nuclear renaissance, using its technology and business model in a bid to address the increased demand for clean energy solutions. Oklo Inc. (NYSE:OKLO)'s scalable technology remains well-suited for customers throughout a range of segments, such as data centers, as demonstrated by a 14 GW demand pipeline. Oklo Inc. (NYSE:OKLO) is engaged in developing advanced fission power plants to offer clean, reliable, and affordable energy. While we acknowledge the potential of OKLO to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than OKLO and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. Sign in to access your portfolio
Yahoo
20-05-2025
- Automotive
- Yahoo
Elon Musk recommits to lead Tesla: Overview of the robotaxi launch
Tesla (TSLA) CEO Elon Musk recommitted himself to the electric vehicle company for the next five years, he affirmed at Bloomberg's Qatar Economic Forum. William Blair Group head of energy and sustainability research sector Jed Dorsheimer speaks more about Tesla's innovation, the rollout of its robotaxi beta starting in Austin, Texas, and the stock hit the EV manufacturer could receive if the EV tax credit gets repealed. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
