US-EU Index Rebalances / Quantitative Researcher

Dimitris Ioannidis

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>Forecasted inclusions include <a href="https://www.smartkarma.com/entities/coreweave-inc" target="_blank" data-smartkarma-citation="entities:44471:1" rel="noopener">CRWV</a> &amp; <a href="https://www.smartkarma.com/entities/figma-inc" target="_blank" data-smartkarma-citation="entities:45422:1" rel="noopener">FIG</a> due to increased public voting rights, <a href="https://www.smartkarma.com/entities/bitfarms-ltd-of-canada" target="_blank" data-smartkarma-citation="entities:35932:1" rel="noopener">KEEL</a> &amp; <a href="https://www.smartkarma.com/entities/ashtead-group-plc" target="_blank" data-smartkarma-citation="entities:21806:1" rel="noopener">SUNB</a> due to newly eligible US index nationality, and <a href="https://www.smartkarma.com/entities/opendoor-technologies-inc" target="_blank" data-smartkarma-citation="entities:32216:1" rel="noopener">OPEN</a> &amp; BMNR due to a price surge.</li>
<li>
<a href="https://www.smartkarma.com/entities/ashtead-group-plc" target="_blank" data-smartkarma-citation="entities:21806:1" rel="noopener"></a>Projected deletions include <a href="https://www.smartkarma.com/entities/beyond-meat-inc" target="_blank" data-smartkarma-citation="entities:28065:1" rel="noopener">Beyond Meat (BYND US)</a>, <a href="https://www.smartkarma.com/entities/getty-images-holdings-inc" target="_blank" data-smartkarma-citation="entities:37015:1" rel="noopener">Getty Images (GETY US)</a>, and <a href="https://www.smartkarma.com/entities/alight-inc" target="_blank" data-smartkarma-citation="entities:27940:1" rel="noopener">Alight (ALIT US)</a> because of prices below $1 despite market caps of ~$400m.</li>
<li>Anticipated migrations from R2000 to R1000 include<a href="https://www.smartkarma.com/entities/bloom-energy-corp" target="_blank" data-smartkarma-citation="entities:34062:1" rel="noopener"> Bloom Energy (BE US)</a>, <a href="https://www.smartkarma.com/entities/nextracker-inc" target="_blank" data-smartkarma-citation="entities:36731:1" rel="noopener">Nextpower (NXT US)</a>, <a href="https://www.smartkarma.com/entities/fabrinet" target="_blank" data-smartkarma-citation="entities:8813:1" rel="noopener">Fabrinet (FN US)</a>, and <a href="https://www.smartkarma.com/entities/credo-technology-group-holding-ltd" target="_blank" data-smartkarma-citation="entities:35436:1" rel="noopener">Credo Technology (CRDO US)</a>, resulting in passive fund supply.</li>
</ul>


Forecasted inclusions include CRWV &amp; FIG due to increased public voting rights, KEEL &amp; SUNB due to newly eligible US index nationality, and OPEN &amp; BMNR due to a price surge.

Projected deletions include Beyond Meat (BYND US), Getty Images (GETY US), and Alight (ALIT US) because of prices below $1 despite market caps of ~$400m.
Anticipated migrations from R2000 to R1000 include Bloom Energy (BE US), Nextpower (NXT US), Fabrinet (FN US), and Credo Technology (CRDO US), resulting in passive fund supply.


US R3000 Annual Forecasts - Jun26: Additions, Deletions & Migrations

Index Rebalance and Special Situations Coverage, Quiddity Advisors

Anjana Amarasuriya

Index Rebalance and Special Situations Coverage

Quiddity Advisors

Pan-Asia Catalysts/Events

<ul>
<li>The SP 500 index tracks the 500 largest (mostly profitable) US-listed names and is one of the most highly-tracked indices in the world.</li>
<li>We expect 2 changes during the June 2026 index rebal event, with a possible intra-review ADD before the regular rebalance announcement.</li>
<li>SP DJI has launched a public consultation on the Treatment of MegaCap Companies. No impact expected until next year, if adopted.</li>
</ul>


The SP 500 index tracks the 500 largest (mostly profitable) US-listed names and is one of the most highly-tracked indices in the world.
We expect 2 changes during the June 2026 index rebal event, with a possible intra-review ADD before the regular rebalance announcement.
SP DJI has launched a public consultation on the Treatment of MegaCap Companies. No impact expected until next year, if adopted.


Quiddity Leaderboard SP500/600 Jun26 Rebal: Base Date Is Only Two Weeks Away

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Equity Bottom-Up

<ul>
<li>MTAR has upgraded its FY26 revenue guidance to 30–35% (from 25%) despite a weak Q2, fueled by order book of INR2,800 crore and massive new wins in Nuclear, Clean Energy.</li>
<li>The company is successfully transitioning from a niche precision component manufacturer to a critical subsystem partner for global AI-driven energy projects and India’s domestic nuclear expansion.</li>
<li>While recent execution delays created a "pothole" in earnings, the fundamental shift in scale and sector mix suggests a long-term re-rating is underway if H2 margin targets are met.</li>
</ul>


MTAR has upgraded its FY26 revenue guidance to 30–35% (from 25%) despite a weak Q2, fueled by order book of INR2,800 crore and massive new wins in Nuclear, Clean Energy.
The company is successfully transitioning from a niche precision component manufacturer to a critical subsystem partner for global AI-driven energy projects and India’s domestic nuclear expansion.
While recent execution delays created a "pothole" in earnings, the fundamental shift in scale and sector mix suggests a long-term re-rating is underway if H2 margin targets are met.


The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Bloom Energy is trading at approximately $22 per share with a price target of over $50 in one year and over $100 in five years.</li><li>The company produces energy servers that convert natural gas or biogas into electricity with higher efficiency than traditional fossil fuels.</li><li>Projected non-GAAP earnings per share for 2026 are around $2, with a compounded growth rate exceeding 30% and competitive electricity costs of $0.09-0.12 per kWh.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Bloom Energy is trading at approximately $22 per share with a price target of over $50 in one year and over $100 in five years.The company produces energy servers that convert natural gas or biogas into electricity with higher efficiency than traditional fossil fuels.Projected non-GAAP earnings per share for 2026 are around $2, with a compounded growth rate exceeding 30% and competitive electricity costs of $0.09-0.12 per kWh.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Bloom Energy's second quarter 2025 results highlighted both robust growth and certain areas of strategic focus.</li><li>The call was led by CEO K.R. Sridhar, who shared that this was the most profitable second quarter in the company's history.</li><li>Bloom Energy is seeing increased demand driven by the shift towards AI and data center needs for reliable and rapidly deployable power solutions.</li></ul>

Bloom Energy's second quarter 2025 results highlighted both robust growth and certain areas of strategic focus.The call was led by CEO K.R. Sridhar, who shared that this was the most profitable second quarter in the company's history.Bloom Energy is seeing increased demand driven by the shift towards AI and data center needs for reliable and rapidly deployable power solutions.

Bloom Energy Stock Tanks 15% After 540% Surge – Is the AI Power Hype Fading?

United States

Bloom Energy Corporation manufactures power generation equipment. The Company offers on-site power generation systems that utilizes fuel cell technology to generate electricity. Bloom Energy serves banking, health care, data centers, media and communication, food and beverage, logistics, technology, and utilities industries in the United States.

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Bloom Energy Corp (BE US)

US R3000 Annual Forecasts - Jun26: Additions, Deletions & Migrations

The last annual reconstitution for index US‑R3000 is approaching, with additions and deletions driven by public voting rights, extreme price...

Dimitris Ioannidis

Quiddity Leaderboard SP500/600 Jun26 Rebal: Base Date Is Only Two Weeks Away

One intra-review SP 500 ADD slot in play ahead of the June 2026 rebalance. 2 regular ADDs and 2 DELs expected. Meanwhile, SP DJI's MegaCap...

Anjana Amarasuriya

The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy

MTAR boosts FY26 revenue guidance to 30-35% despite Q2 weakness, driven by new wins in Nuclear, Clean Energy, transitioning to critical subsystem...

Sudarshan Bhandari

Bloom Energy (BE) - Monday, Jun 30, 2025

Bloom Energy (BE) is trading at $22, with a one-year price target over $50, driven by efficient energy servers and projected earnings growth...

Value Investors Club (VIC)

Bloom Energy Stock Tanks 15% After 540% Surge – Is the AI Power Hype Fading?

Bloom Energy's second quarter 2025 results highlighted both robust growth and certain areas of strategic focus. The call was led by CEO K.R....

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

US R3000 Annual Forecasts - Jun26: Additions, Deletions & Migrations

The last annual reconstitution for index US‑R3000 is approaching, with additions and deletions driven by public voting rights, extreme price...

Dimitris Ioannidis

Quiddity Leaderboard SP500/600 Jun26 Rebal: Base Date Is Only Two Weeks Away

One intra-review SP 500 ADD slot in play ahead of the June 2026 rebalance. 2 regular ADDs and 2 DELs expected. Meanwhile, SP DJI's MegaCap...

Anjana Amarasuriya

The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy

​MTAR boosts FY26 revenue guidance to 30-35% despite Q2 weakness, driven by new wins in Nuclear, Clean Energy, transitioning to critical subsystem...

Sudarshan Bhandari

Bloom Energy (BE) - Monday, Jun 30, 2025

Bloom Energy (BE) is trading at $22, with a one-year price target over $50, driven by efficient energy servers and projected earnings growth...

Value Investors Club (VIC)

Bloom Energy Stock Tanks 15% After 540% Surge – Is the AI Power Hype Fading?

Bloom Energy's second quarter 2025 results highlighted both robust growth and certain areas of strategic focus. The call was led by CEO K.R....

Baptista Research

MTAR boosts FY26 revenue guidance to 30-35% despite Q2 weakness, driven by new wins in Nuclear, Clean Energy, transitioning to critical subsystem...