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    Greg Burns • Sidoti & Company, LLC

    Greg Burns is a Senior Analyst at Sidoti & Company, LLC, specializing in equity research across technology, industrials, communication services, and consumer cyclical sectors. He actively covers companies such as Sify Technologies, ScanSource, MillerKnoll, AudioCodes, BlackSky, and ePlus, and has issued 192 price targets on 15 stocks with a notable 77.89% price target met ratio and an average potential upside of 27.82%, including best-performing recommendations on AudioCodes. Beginning his analyst career before 2014 and based in New York, Burns has remained with Sidoti for over a decade, continuously recognized for diligent coverage and actionable investment calls. As a member of FINRA and SIPC, he meets professional standards for securities research and reporting and maintains direct industry contact through investor relations and earnings calls.

    Greg Burns's questions to ePlus inc (PLUS) leadership

    Greg Burns's questions to ePlus inc (PLUS) leadership • Q1 2026

    Question

    Greg Burns of Sidoti & Company, LLC questioned the timing of the financing business divestiture and asked about ePlus's readiness to capitalize on the AI opportunity, including any needs for organic or inorganic investment.

    Answer

    CEO and President Mark Marron explained that divesting the financing business was a long-considered strategic move, timed to align with market shifts toward AI and cybersecurity. He stated the sale simplifies the business model to a pure-play technology provider, frees up significant cash for strategic growth, and enables shareholder returns like the new dividend. On AI readiness, Marron noted that while ePlus is well-positioned in foundational infrastructure, the company will invest in building its AI consultative service capabilities, potentially through acquisitions, to help clients develop use cases.

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    Greg Burns's questions to Blacksky Technology Inc (BKSY) leadership

    Greg Burns's questions to Blacksky Technology Inc (BKSY) leadership • Q2 2025

    Question

    Greg Burns of Sidoti & Company, LLC inquired about the planned number of satellites and cost for the Eros constellation, the expected full-year revenue split between imagery and engineering, and sought more clarity on how the U.S. government spending outlook affects demand for both Gen 3 and Gen 2 services.

    Answer

    CEO Brian O’Toole stated that specifics on the Eros constellation's size and cost would be shared closer to deployment but assured that the compelling economics of Gen 3 would apply to the new system. CFO Henry Dubois provided a full-year revenue split forecast of approximately 70% imagery and analytics to 30% professional and engineering services. O'Toole added that despite budget dynamics, there remains significant U.S. government demand for Gen 3 capabilities.

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    Greg Burns's questions to HNI Corp (HNI) leadership

    Greg Burns's questions to HNI Corp (HNI) leadership • Q2 2025

    Question

    Greg Burns from Sidoti & Company, LLC asked about the specific areas of growth investment in the Workplace Furnishings segment, the long-term target margin for that business, and the current size of the SMB portion of the workplace business.

    Answer

    CEO Jeffrey Lorenger detailed that investments in Workplace Furnishings are focused on people capacity, streamlining the dealer experience through automation, and accelerating new product cycles. EVP & CFO Vincent Berger added that the business is targeting a 12% return, driven by 200-250 basis points of margin expansion from KII synergies and Mexico operations. Berger also confirmed that the SMB business represents 40% to 45% of the Workplace Furnishings segment.

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    Greg Burns's questions to Sify Technologies Ltd (SIFY) leadership

    Greg Burns's questions to Sify Technologies Ltd (SIFY) leadership • Q1 2026

    Question

    Asked about current and future data center capacity, the specifics of the new pay-per-use AI colocation model, and the timeline for improved profitability following recent investments.

    Answer

    The company reported 138MW of total operational data center capacity, with two new facilities in Mumbai coming online later in the financial year. They clarified the AI colo model is a 'bring your own GPU' service where Sify provides the specialized infrastructure on a usage basis. Profitability improvements are expected in 12-18 months as investments in the Digital IT Services business mature.

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