Published Work

Research Coverage

Fundamental analysis grounded in primary data, independent financial modeling, and differentiated views relative to Street consensus.

Equity · Advanced Nuclear Energy Buy
SMR
NuScale Power Corporation · NYSE · Initiated Mar 2026

Market assigns ~45% conversion probability to the 72-module TVA/ENTRA1 pipeline. Using a stage-gate probability framework, we derive 65% — generating $2.48/sh of incremental value the market is not pricing. Two additional service streams (ENTRA1 COLA/FEED and hyperscaler licensing) drive FY26E revenue +10.5% and FY28E revenue +16.5% above consensus, with zero module revenue assumed in either year. SOTP yields a $5.53/sh high-certainty floor and 2:1 risk/reward.

+21.3%
Upside to PT
$14.19
Price Target
2:1
Risk / Reward
Prob-Wtd SOTP
Methodology
Equity · Specialty Retail Buy
ULTA
Ulta Beauty, Inc. · NASDAQ · Initiated Nov 2025

Proprietary Placer.ai traffic data shows ULTA gaining share (+3.8% YoY) while specialty retail declined −2.1% — a leading indicator visible months before it appears in same-store sales. Market is underpricing margin recovery by +140bps vs. Street EBIT consensus. Gen Alpha cohort entry into beauty (ages 10–12) expands the TAM beyond the Street's 4.0% CAGR, creating a cohort benefit that conventional models miss. Together, these three views drive FY26E EPS of $30.8 vs. $27.1 Street.

+23.6%
Upside to PT
$646
Price Target
+13.3%
EPS vs. Street
+140bps
EBIT Margin vs. Cons.
Credit · Technology Hardware Buy
HPQ
HP Inc. 4.20% Sr. Unsec. 2032 · Baa2/BBB/BBB+ · Initiated Oct 2025

Defensive carry trade in the BBB tech hardware sector. At OAS 77bps, HP's BVAL curve tracks the BBB Technology benchmark through 5–9 years and trades slightly tighter at the 10-year tenor, reflecting strong fundamentals rather than mispricing. Net leverage path from 1.46× to ~0.99× by FY27 creates upgrade optionality not priced into current spread levels. With $7.9B in liquidity and $2.5–3.0B annual FCF, carry of 4.3% provides substantial downside protection. Assuming 10bps spread tightening, total 12-month return is 5.8–6.0%.

5.8–6.0%
Expected Return (12M)
77bps
OAS
1.46×
Net Leverage
Baa2 / BBB
Rating

Methodology Note

All research is independently produced as part of the UW–Madison Applied Security Analysis Program unless otherwise noted. Reports reflect views at time of publication. This site does not constitute investment advice. Figures are sourced from company filings, Bloomberg Terminal, FactSet, and Placer.ai.