Co-Analyst Research

Research Notes & Thematic Analysis

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

Initiation Memo on Caris Life Sciences (CAI)

Caris Life Sciences (CAI) stock analysis highlights 97% revenue growth in 2025, positive EBITDA, and major product launches.

Certara (CERT) sharpened focus on biosimulation software, posting $418.8M revenue in 2025. Discover growth drivers and 2026 outlook.

Charles River Laboratories (CRL) stock analysis: 2026 outlook, revenue trends, and segment performance after a challenging 2025.

Danaher (DHR) returned to growth in 2025 with $24.6B sales and strong Biotechnology recovery. Explore segment trends and 2026 outlook.

Fortrea Holdings (FTRE) shows improved book-to-bill and strong liquidity in 2026, following its spin-off from Labcorp and major restructuring.

Illumina (ILMN) returns to growth in 2026, driven by clinical sequencing and NovaSeq X. See key financials and portfolio changes.

IQVIA Holdings (IQV) posts 6% organic growth and $16.3B revenue in 2025, driven by AI leadership and strong R&D bookings. Explore the 2026 outlook.

Maravai LifeSciences (MRVI) rebounded in 2026 with positive EBITDA and new product growth after a major post-COVID revenue reset.

Mesa Laboratories (MLAB) stock analysis: revenue reached $249.1M in 2026 with improved margins and a strategic shift under new leadership.