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EVENT REPLAY

Besi: Revisiting our thesis following the HBM shock.

April 23, 2024 — 11:00AM ET

Virtual

Hosted by Rolf Bulk and Piyush Kalyani

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Additional Events

Nov
19
Technology

AI BIG Idea Series | Hugh Holbrook | Arista

November 19, 2025 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details
Nov
19
Technology

2025 BCG & NSR AI BIG Idea Series

November 19, 2025 – February 19, 2026 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

November 6, 2025

Arm 2FQ26: Royalty beat; cost pressure; long-term fundamentals unchanged. Neutral; $145 TP.

By Pierre Ferragu
November 5, 2025

Uber 3Q25: Growth accelerating, margin expansion moderating. Maintain Buy, $120

By Pierre Ferragu and Ben Harwood
November 5, 2025

AMD 3Q25 – Broad DC GPU momentum ahead of MI450 without an air pocket. Buy, $300 TP.

By Antoine Chkaiban and Pierre Ferragu
November 5, 2025

Arista 3Q25: 2026 growth guide prudently held; upside likely. Buy, $156 TP.

By Antoine Chkaiban and Pierre Ferragu
November 4, 2025

Grab 3Q25: growth accelerating; guidance raised; in line with our investment thesis

By Ben Harwood and Pierre Ferragu

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