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    Alex Johnson

    Research Analyst at Evercore ISI

    Alex Johnson is an equity research analyst at Evercore ISI, specializing in sector research; however, there is currently no evidence of an Alex Johnson employed by Evercore ISI found in credible public sources or LinkedIn. Specific company coverage, performance metrics, and professional credentials for an Evercore ISI analyst named Alex Johnson are unavailable, and no relevant LinkedIn profile or FINRA registration could be verified. There is similarly no public record of notable achievements, career timeline, or recognition attributable to an Alex Johnson at Evercore ISI. Based on all accessible professional and industry databases, there does not appear to be a widely recognized analyst by this name at Evercore ISI as of the most recent search.

    Alex Johnson's questions to United Homes Group (UHG) leadership

    Alex Johnson's questions to United Homes Group (UHG) leadership • Q1 2025

    Question

    Alex Johnson from RBC Capital Markets inquired about the significant gross margin difference between the company's newly refreshed home products and its legacy inventory, and the expected timeline for this new product to constitute a larger portion of closings.

    Answer

    Interim CEO Jamie Pirrello explained that the 23 newly designed homes closed in Q1 achieved a gross margin of approximately 24%, compared to the company average of 16.2%. He highlighted that 95 of these higher-margin homes are already in backlog and are becoming a larger percentage of future closings daily, a trend supported by the rollout of new communities featuring this product.

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    Alex Johnson's questions to C. H. ROBINSON WORLDWIDE (CHRW) leadership

    Alex Johnson's questions to C. H. ROBINSON WORLDWIDE (CHRW) leadership • Q1 2025

    Question

    Alex Johnson of Evercore ISI inquired about the impact of weather on C.H. Robinson's performance in Q1, noting that other transportation companies had cited it as a factor.

    Answer

    CEO David Bozeman stated that due to the company's proactive operating model, weather impacts were effectively a "nonevent." Michael Castagnetto, President of North American Surface Transportation, acknowledged weather events occurred but explained that improved tools and processes allowed the team to manage through them proactively, as demonstrated by the strong quarterly results.

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    Alex Johnson's questions to Serve Robotics Inc. /DE/ (SERV) leadership

    Alex Johnson's questions to Serve Robotics Inc. /DE/ (SERV) leadership • Q3 2024

    Question

    Alex Johnson sought a breakdown of the projected $60-$80 million revenue run-rate, asking about the expected contributions from delivery, branding, and software services.

    Answer

    CFO Brian Read confirmed the $60-$80 million target comprises delivery and branding revenue, with delivery expected to be the majority contributor. He emphasized that growth depends on robot utilization and ad conversions, and that software revenue should be considered non-recurring.

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