Baird Equity Research

Automobile seat maker Adient PLC (NYSE: ADNT)'s announcement Monday of a management shuffle and guidance cut makes it clear that prior expectations for a "quick fix of operational issues" have become a "multiyear turnaround story with greater risk," according to Baird. The...

First Solar, Inc. (NASDAQ: FSLR) shares have made a steep, 22-percent slide since the start of the month as negative policy plays out in China. Multiple analysts have jumped ship, but Baird Equity Research intends to ride it out.  The Rating Analyst Ben Kallo maintained an Outperform on...

Tesla Inc (NASDAQ: TSLA) bolstered Baird’s bullishness during a Tuesday shareholder meeting by affirming its pace to meet Model 3 production milestones this quarter and become cash-flow and GAAP net income positive in the back half of the year. The Rating Baird Equity Research analysts Ben...

Apple Inc. (NASDAQ: AAPL) won Street experts over with the debut of dozens of small service tweaks Monday at the 2018 Worldwide Developers Conference. “Today's software announcements only strengthen Apple's ecosystem, allowing for unique user experiences (such as AR functionality),...

Shares of Construction Partners Inc (NASDAQ: ROAD) began trading on the Nasdaq May 4. The company recently announced it will release its fiscal second-quarter results June 4.  The Analyst Baird Equity Research's Andrew Wittmann initiated coverage of Construction Partners at...

Cisco Systems, Inc. (NASDAQ: CSCO) reported its fiscal third-quarter results, which sent shares lower by more than 4 percent -- a move investors should take advantage of, according to Baird. The Analyst Baird Equity Research's Jayson Noland maintains an Outperform rating on Cisco with an...

Mersana Therapeutics Inc (NASDAQ: MRSN) is closing out its first year as a public company, and in that time it’s cleared an investigational new drug application and earned endorsements from four Street analysts. Baird Equity Research expects the biotech will get even better with time. The...

Chipotle Mexican Grill, Inc. (NYSE: CMG) reported a mixed first-quarter earnings report Wednesday, with an EPS beat and sales miss, but shares moved notably higher. Is now the time for investors to be buyers of the stock? Here's a summary of what some Wall Street analysts are saying after the...

The Street’s becoming increasingly — albeit reluctantly — bullish on Biogen Inc (NASDAQ: BIIB). “While we have all the enthusiasm that goes with catching a falling knife here, we believe BIIB shares are too ‘cheap’ to sit on the sidelines,” Baird Equity...

NewLink Genetics Corp (NASDAQ: NLNK) said Friday it will review the clinical programs for its indoximod therapy after rival Incyte Corporation (NASDAQ: INCY) announced disappointing results from a study of the similar therapy epacadostat.  The Analyst Baird Equity Research's Michael Ulz...

​Despite missing Street delivery estimates and exceeding production expectations, Tesla Inc (NASDAQ: TSLA) reiterated annual guidance on Model S and X deliveries and a second-quarter production target of 5,000 Model 3s per week. Not only that, but Tesla said it could achieve its goals without a...

Tesla Inc (NASDAQ: TSLA) peaked 7.2 percent higher Tuesday after posting first-quarter figures in Model 3 deliveries, production and production rate. Here is early analysis of the report. The Miss Wasn’t That Bad The firm closed the quarter producing 2,020 Model 3s per week against guidance...

Lululemon Athletica inc. (NASDAQ: LULU) were up more than 9 percent at the close Wednesday following a fourth-quarter earnings beat that saw comps up a remarkable 12 percent. The athletic apparel maker reported a Q4 adjusted EPS of $1.33 against a $1.27 estimate, sales of $928.8 million versus the...

Tesla Inc (NASDAQ: TSLA) is down 15.6 percent month-over-month as investors brace for poor Model 3 rollout rates. But some analysts expect a trouncing of low expectations. The Rating Baird Equity Research analysts Ben Kallo and David Katter maintained an Outperform rating on Tesla with a $411...

Depending on who you ask, Facebook, Inc. (NASDAQ: FB)'s data privacy fiasco may or may not spell the beginning of the end of the social media giant. The Analyst Baird Equity Research's Colin Sebastian maintains an Outperform rating on Facebook's stock with a price target lowered from...