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Hudson Labs

Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Exelixis (EXEL) Q2 2026 Earnings Preview: Key Factors to Watch
$EXEL

Exelixis (EXEL) Q2 2026 Earnings Preview: Key Factors to Watch

Exelixis (EXEL) Q2 2026 earnings preview highlights $633M consensus revenue and key growth drivers in RCC and NET.

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F5, Inc. (FFIV) Q3 FY2026 Earnings Preview: Key Factors to Watch
$FFIV

F5, Inc. (FFIV) Q3 FY2026 Earnings Preview: Key Factors to Watch

F5, Inc. (FFIV) Q3 2026 earnings preview covers revenue guidance, EPS estimates, and key growth drivers for the quarter.

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Peptide beneficiaries
ConsumerResearch

Peptide beneficiaries

Explore leading public companies benefiting from increased peptide usage in 2026, including Dr. Reddy’s, Amphastar, and West Pharma.

Buddy Wiseman-Barker·
Rambus (RMBS) Q2 2026 Earnings Preview: Key Factors to Watch
$RMBS

Rambus (RMBS) Q2 2026 Earnings Preview: Key Factors to Watch

Rambus (RMBS) guides Q2 2026 revenue to $199M with strong product growth and EPS outlook. See key earnings drivers and segment updates.

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SpaceX (SPCX) Initiation Memo
$SPCX

SpaceX (SPCX) Initiation Memo

SpaceX (SPCX) 2026 analysis covers revenue growth, Starlink expansion, and AI investments driving future outlook.

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Quantified Returns from AI Adoption
AI & Emerging TechnologiesIBMNOWTDResearch

Quantified Returns from AI Adoption

IBM, ServiceNow, and TD report billions in AI-driven savings and revenue for 2026. See which companies lead in quantified AI adoption impact.

Kris Bennatti·
Tech & Industrials: Backlog Increase over 50%
AI & Emerging TechnologiesORCLQBTSIONQBWCRWVFPSPLTRMSFTResearch

Tech & Industrials: Backlog Increase over 50%

Oracle, Microsoft, IonQ, D-Wave, and others reported record backlog growth over 50% in 2026. Discover the top tickers and key stats driving sector momentum.

Kris Bennatti·
Private Credit: Redemptions, Performance, Tone
Financial ServicesResearch

Private Credit: Redemptions, Performance, Tone

Private credit redemptions in 2026: Apollo, Ares, UBS, and others face mixed flows, with most investors staying put. See key stats and firm details.

Buddy Barker·
50+ Spin-Offs & Divestitures
Transactions & Capital MarketsHONTFXFDXSPGIResearch

50+ Spin-Offs & Divestitures

Explore major 2026 spin-offs and divestitures, including Honeywell, FedEx, and S&P Global, with expected dates and transaction details.

Kris Bennatti·