JL Research · Equity Research DashboardUpdated May 28, 2026
Equity Research Dashboard
Joseph Lefcoe
AI-Powered Institutional-Grade Equity Research
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Overview

Growth Stock Coverage (25 Reports)

TickerCompanyRatingPriceTargetUpsideConvictionReport
AAPL Apple Inc. BUY $299.85 $330 +10% Med-High View →
AMD Advanced Micro Devices BUY $420.16 $500 +19% High View →
AMZN Amazon.com, Inc. BUY $264.14 $315 +19% High View →
DDOG Datadog, Inc. BUY $207.98 $230 +11% High View →
FROG JFrog Ltd BUY $70.74 $76 +8% Med-High View →
FTNT Fortinet, Inc. HOLD $133.95 $138 +3% Medium View →
GSAT Globalstar Inc HOLD $82.45 $88 +7% Medium View →
INTC Intel Corporation HOLD $123.44 $120 -3% Low View →
IONQ IonQ, Inc. HOLD $63.64 $62 -3% Medium View →
LULU Lululemon Athletica Inc. HOLD $127.79 $133 +4% Low View →
META Meta Platforms, Inc. BUY $614.23 $836 +36% High View →
MU Micron Technology BUY $915.69 $1,075 +17% High View →
NOW ServiceNow, Inc. BUY $100.19 $140 +40% High View →
NVDA NVIDIA Corporation BUY $224.41 $278 +24% High View →
ODD ODDITY Tech Ltd. HOLD $12.26 $16.90 +38% Low View →
PANW Palo Alto Networks, Inc. BUY $241.30 $265 +10% High View →
PLTR Palantir Technologies HOLD $133.06 $189 +42% Medium View →
QBTS D-Wave Quantum Inc. HOLD $28.67 $28 -2% Low View →
RBRK Rubrik Inc. BUY $62.47 $78 +25% Med-High View →
RDW Redwire Corporation HOLD $22.19 $18.60 -16% Low View →
RGTI Rigetti Computing, Inc. HOLD $26.42 $26 -2% Low View →
SHOP Shopify Inc. BUY $99.99 $154 +54% Med-High View →
SRFM Surf Air Mobility Inc. HOLD $1.25 $1.80 +44% Low View →
TOVX Theriva Biologics, Inc. HOLD $0.30 $1.33 +343% Low View →
TSLA Tesla, Inc. HOLD $418.57 $422 +1% Medium View →
Reports

Growth Research Reports

AAPL
NASDAQ
Apple Inc.
BUY
$330
+10% upside
Full Report
AMD
NASDAQ
Advanced Micro Devices
BUY
$500
+19% upside
Full Report
AMZN
NASDAQ
Amazon.com, Inc.
BUY
$315
+19% upside
Full Report
DDOG
NASDAQ
Datadog, Inc.
BUY
$230
+11% upside
Full Report
FROG
NASDAQ
JFrog Ltd
BUY
$76
+8% upside
Full Report
FTNT
NASDAQ
Fortinet, Inc.
Blowout Q1 2026 with 20% revenue growth, 31% billings acceleration, and record $1.01B FCF. But at 43x forward P/E near ATH with consensus PT $106 well below price, the refresh cycle is 40-50% priced in. HOLD with $138 weighted PT.
Q1 Rev: $1.85B EPS: $0.82 Gross Margin: 80%
HOLD
$138
+3% upside
Full Report
GSAT
NASDAQ
Globalstar Inc
HOLD
$88
+7% upside
Full Report
INTC
NASDAQ
Intel Corporation
Intel's turnaround under CEO Lip-Bu Tan is impressive with AI revenue +40% YoY and 18A foundry progress, but at 113x forward P/E and 42% above consensus PT, the stock has priced in flawless execution. FCF remains deeply negative at -$2B/quarter. Risk/reward tilts to the downside.
Q1 Rev: $13.6B EPS: $0.29 Gross Margin: 41%
HOLD
$120
-3% upside
Full Report
IONQ
NYSE
IonQ, Inc.
IonQ is quantum computing's revenue leader with 755% YoY growth and $470M RPO backlog, but at 53.6x forward EV/revenue with deeply negative EBITDA and heavy insider selling, the stock prices in near-flawless execution on an unproven technology timeline. HOLD until valuation resets or profitability visibility improves.
Q1 Rev: $64.7M Rev Growth: 755% YoY EV/Rev: 53.6x
HOLD
$62
-3% upside
Full Report
LULU
NASDAQ
Lululemon Athletica Inc.
Earnings day binary event at decade-low 10.8x forward P/E. CEO vacuum, Alo Yoga eroding DTC share, and $380M tariff headwind offset historically cheap valuation. Proxy settlement removes governance overhang. Wait for post-earnings clarity.
FY26E EPS: $12.20 Fwd P/E: 10.8x Gross Margin: 57%
HOLD
$133
+4% upside
Full Report
META
NASDAQ
Meta Platforms, Inc.
BUY
$836
+36% upside
Full Report
MU
NASDAQ
Micron Technology
AI memory supercycle leader with HBM4 first-mover advantage. Q2 FY26 revenue tripled YoY to $23.9B with 74% gross margins expanding to guided 81%. At 9.1x forward P/E with 0.18x PEG and FY26E EPS $58, Micron is the cheapest high-growth name in semiconductors.
Q2 Rev: $23.9B EPS: $12.20 Gross Margin: 74%
BUY
$1,075
+17% upside
Full Report
NOW
NYSE
ServiceNow, Inc.
BUY
$140
+40% upside
Full Report
NVDA
NASDAQ
NVIDIA Corporation
BUY
$278
+24% upside
Full Report
ODD
NASDAQ
ODDITY Tech Ltd.
HOLD
$16.90
+38% upside
Full Report
PANW
NASDAQ
Palo Alto Networks, Inc.
BUY
$265
+10% upside
Full Report
PLTR
NASDAQ
Palantir Technologies
HOLD
$189
+42% upside
Full Report
QBTS
NYSE
D-Wave Quantum Inc.
D-Wave is the world's first commercial quantum computing company with 179% FY2025 revenue growth, record bookings, and a $100M CHIPS Act LOI. However, the stock trades at ~440x trailing sales with deeply negative FCF and persistent insider selling, leaving the probability-weighted target near current levels.
FY25 Rev: $24.6M Gross Margin: 82.6% Cash: $588M
HOLD
$28
-2% upside
Full Report
RBRK
NYSE
Rubrik Inc.
BUY
$78
+25% upside
Full Report
RDW
NYSE
Redwire Corporation
Pure-play space infrastructure company with 57.9% Q1 revenue growth and record $498M backlog, but stock has rallied +145% YTD to trade 55% above the $14.33 analyst consensus target. 0/4 recent earnings beats, deeply negative FCF, and founding PE sponsor AE Industrial rapidly exiting. Compelling long-term growth story but priced for perfection at current levels.
Q1 Rev: $97.0M EPS: -$0.40 Backlog: $498M
HOLD
$18.60
-16% upside
Full Report
RGTI
NASDAQ
Rigetti Computing, Inc.
Rigetti is a pure-play quantum computing company with a 199% Q1 revenue surge and $569M cash runway, but extreme 848x P/S valuation, heavy insider selling, and a 3-5 year timeline to meaningful commercial revenue make the risk/reward unfavorable at current levels. DARPA QBI exclusion raises competitive credibility concerns.
Q1 Rev: $4.4M EPS: -$0.04 Cash: $569M
HOLD
$26
-2% upside
Full Report
SHOP
NASDAQ
Shopify Inc.
BUY
$154
+54% upside
Full Report
SRFM
NYSE
Surf Air Mobility Inc.
Improving charter revenue (+77% YoY) and EBITDA guidance, but going-concern risk, 172% share dilution, and $34M cash with 2-3 quarter runway dominate. Speculative micro-cap requiring extreme position sizing discipline.
FY25 Rev: $106.6M Cash: $34M Charter Growth: +77%
HOLD
$1.80
+44% upside
Full Report
TOVX
NYSE American
Theriva Biologics, Inc.
Clinical-stage oncolytic virus biotech with FDA Phase 3 alignment for pancreatic cancer. Binary outcome profile — massive upside on partnership/funding, significant downside on dilution or clinical failure. Going concern flag and 0.67% insider ownership warrant extreme caution.
Cash: $14.4M Pipeline: Phase 3 Ready Short %: 25.4%
HOLD
$1.33
+343% upside
Full Report
TSLA
NASDAQ
Tesla, Inc.
HOLD
$422
+1% upside
Full Report
Dividend Watchlist

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TickerCompanyRatingPriceYieldDiv StreakTargetUpsideReport
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Dividend Research Reports

IMPORTANT DISCLAIMER: This dashboard and all linked reports are for educational and research purposes only. Not financial advice. Past performance does not guarantee future results. Consult qualified financial professionals before making investment decisions. All investments carry risk of loss. Ratings, price targets, and financial metrics may have changed since publication.