Sensus Research: Coverage Database

Last Updated: 09.08.2026

This database tracks the active coverage and institutional ratings of Sensus Capital Research.

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Rating System:

• Buy: We expect the stock to deliver above 15% IRR over the next 2-3 years.

• Hold: We expect the stock to deliver minor positive returns over the next 2-3 years.

• Sell: We remain on the sidelines.

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Active Coverage

Disclaimer: The price targets and ratings represent subjective opinion and views of the author. It does not constitute investment advice. The author may trade or hold related securities at any time.

Investment Thesis Reports

1. ACM Research Inc

   ACM Research (ACMR): Unique Bet on China's Semiconductor Industry

2. Emirates Telecommunications Group.

   e& (EAND): Buying the Conflict Discount on a Business That Didn't Break

3. Zeta Global Inc

   Zeta Global ($ZETA): The AI Marketing Cloud That Software Bears Are Missing

4. Klaviyo Inc.

   Sensus Tech Insights: Klaviyo $KVYO

5. DigitalOcean Holdings Inc.

   Sensus Tech Insights: DOCN

6. LyondellBasell

   Why we are buying the "Boring" Stuff: The Case for $LYB

7. Dynatrace Inc

   Dynatrace ($DT): Buying the Panic

8. LSI Industries Inc

   LSI Industries ($LYTS): The Infrastructure of the Everyday Economy