Research from Atrium Research, Atrium Research Corporation

Atrium Research

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis.

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul><li>What you need to know: • BQE reported Q1 financial results that largely smashed our estimates across the board due to rapid growth in its technical services segment.</li><li>• Q1 proportional revenue came in at $7.9M (+133% YoY), beating our estimate of $3.9M.</li><li>Adjusted EBITDA was $1.9M (24% margin) compared to our estimate of breakeven (0% margin).</li></ul>

What you need to know: • BQE reported Q1 financial results that largely smashed our estimates across the board due to rapid growth in its technical services segment.• Q1 proportional revenue came in at $7.9M (+133% YoY), beating our estimate of $3.9M.Adjusted EBITDA was $1.9M (24% margin) compared to our estimate of breakeven (0% margin).

BQE: Monster Q1 Beat on Technical Services Outperformance

BQE Water

BQE: Monster Q1 Beat on Technical Services Outperformance