ROBO Transient: Nearsightedness No Extra?
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ROBO Transient: Nearsightedness No Extra?

Listed below are some highlights of two progressive corporations that beat expectations due to the rising demand for provide chain options and cybersecurity. We additionally talk about a groundbreaking expertise that helps to deal with nearsightedness.

We’re additionally internet hosting a webinar on Sept. 14th @ 11 am ET about how robotic options are tackling materials dealing with challenges in warehouses. Cannot make it stay? Register anyway and we’ll ship you a recording. Please take pleasure in these insights from our analysis staff.

ROBO: Manhattan Associates Beats Income & Earnings Expectations

Manhattan Associates (NASDAQ: MANH), a number one supplier of unified omnichannel and digital provide chain options and a member of our ROBO index, works with blue chip prospects worldwide, reminiscent of DHL, Adidas, Sysco, and Walgreens Boots Alliance. The corporate beat expectations on income and earnings for the second quarter and raised steerage for the second time this yr, seeing outperformance throughout the board throughout verticals reminiscent of retail, manufacturing, and wholesale. 

There was additionally demand from each new and present prospects, representing roughly a 50/50 cut up of complete bookings for the second quarter. Over the past quarter, Manhattan Associates went stay with over 100 new cloud prospects who have been searching for methods to higher navigate difficult provide chains and inflationary stress with higher operations and stock administration. Additionally breaking development vs most others, the corporate employed over 300 individuals within the first half of the yr whereas shopping for again inventory – exhibiting administration’s sturdy confidence.


THNQ: AI-powered Safety Supplier Posts Highest Billings in Years

Palo Alto Networks, a worldwide cybersecurity chief and a member of the THNQ index, delivered sturdy billings efficiency with better-than-expected steerage for fiscal 2023. Revenues elevated 27% YoY, whereas billings rose 44% YoY—the best they’ve reported in 4 years—pushed by sturdy demand for its cloud-based firewall options. Whereas provide constraints will likely be a headwind for a number of quarters, they’re beginning to see indicators of easing.

Over the approaching quarters, Palo Alto Networks ought to proceed to profit from cybersecurity tailwinds as prospects hunt down AI-driven options for quicker detection and investigations amid rising digital threats. With a brand new product cycle of their next-generation platform, $925m inventory buyback program and robust steadiness sheet, Palo Alto Networks is poised to outperform its friends.


HTEC: Nearsightedness No Extra? Staar Surgical’s Imaginative and prescient is Crystal Clear

HTEC member Staar Surgical simply launched within the US, and we imagine this may drive a brand new period of progress for years to return. Staar is the worldwide producer of a proprietary EVO Implantable Collamer Lens (ICL), which is implanted within the eye to deal with myopia, or nearsightedness. The EVO process is extremely efficient and competes with different remedies for myopia, reminiscent of eyeglasses, contact lenses, or different surgical procedures like LASIK. Not like contacts, EVO doesn’t trigger dry eye. Moreover, the EVO process wholly preserves the attention and is 100% reversible—in contrast to LASIK, which makes use of a laser to chop tissue from the entrance of the cornea, which is a everlasting alteration. 

Since launching in China in 2006, Staar Surgical has achieved 20% market share. Regardless of the latest lockdowns in China, the corporate not too long ago introduced one other document quarter. We imagine this momentum will likely be sustained following FDA approval and US launch earlier this yr. To make sure this, Staar has invested closely in advertising and marketing, together with the latest partnership with Joe Jonas to share his personal constructive EVO expertise along with his 30 million followers on social media.

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