Information Technology

Cipher Digital Inc. stock analysis: negative margins, a 43% revenue drop and 9.5x leverage as the ex-Cipher Mining pivots to AI data centers. Model: Sell.

Micron Technology, Inc. stock analysis: 55.9% net margin and revenue up 345% on the AI memory boom; stock near a two-year high, Opportunity 32/100.

Atlassian Corporation stock analysis: 27.6% revenue growth and $1.7B free cash flow, but GAAP losses and a 108x EV/EBITDA keep the model at Hold.

CDW Corporation stock analysis: revenue back to 10% growth on an 18 P/E, but thin margins and 2.63x leverage keep the model at Hold, Opportunity 51/100.

Sandisk Corporation stock analysis: a 56.5% net margin and a 50-fold run meet a 40/100 Opportunity score as the memory cycle nears a peak.

Amphenol Corporation stock analysis: revenue up 55% and an 82/100 growth score, but a 39x P/E near the two-year high keeps the model at Hold.

Salesforce, Inc. stock analysis: $17.7B free cash flow and an 8.4% FCF yield at a 23x P/E put the model at Buy, with revenue growth slowing to 10.8%.