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    Eddy Orabi

    Vice President and Equity Analyst at TD Cowen

    Eddy Orabi is a Vice President and Equity Analyst at TD Cowen, specializing in semiconductor and technology hardware companies with detailed coverage of firms like Seagate Technology, Lam Research, and Micron Technology. He has contributed to investment calls and earnings analysis with notable performance, supporting revenue growth and margin improvement guidance for companies under coverage, though public performance metrics such as TipRanks rankings and average returns for his calls are not currently available. Orabi began his analyst career at Longbow Research LLC before joining TD Securities (USA) LLC in 2024, where he now serves at TD Cowen focusing on high-impact semiconductor analysis. His professional credentials may include relevant securities registrations, though specific FINRA licenses and recognitions are not verified based on available public records.

    Eddy Orabi's questions to Pure Storage (PSTG) leadership

    Eddy Orabi's questions to Pure Storage (PSTG) leadership • Q2 2026

    Question

    Speaking for Krish Sankar, Eddy Orabi of TD Cowen asked for an update on engagements with other hyperscalers beyond Meta, questioning how these discussions have evolved over the past three months and if they are still in the early stages.

    Answer

    CTO Rob Lee confirmed that progress with their first hyperscaler customer has accelerated engagements with other prospects. He stated that these discussions are progressing well, with multiple proofs of concept and technology assessments underway. While he expects future engagements to be faster due to learnings, he characterized the current status with these other hyperscalers as still being in the early stages of a co-engineering process.

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    Eddy Orabi's questions to Seagate Technology Holdings (STX) leadership

    Eddy Orabi's questions to Seagate Technology Holdings (STX) leadership • Q4 2025

    Question

    Eddy Orabi, on behalf of Krish Sankar at TD Cowen, asked why incremental gross margins would not exceed the 50% level outlined at the Analyst Day, considering the HAMR ramp is still in its early stages.

    Answer

    CFO Gianluca Romano clarified that the immediate goal is to reach 40% gross margin at $2.6 billion in revenue, and the company is trending well in that direction. He stated that the 50% incremental margin model applies after that milestone is achieved and that the plan presented at the Analyst Day remains unchanged and is being executed well.

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