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    Hadi Orabi

    Vice President and equity research analyst at TD Cowen

    Hadi Orabi is a Vice President and equity research analyst at TD Cowen, specializing in technology hardware and semiconductors with coverage of companies such as Seagate Technology, Lam Research, Micron Technology, and Universal Display Corp. He is actively engaged in the industry, regularly participating in earnings calls and publishing research insights on company fundamentals and market outlooks. Orabi began his professional equity research career prior to joining TD Cowen, where he advanced to his current role, and he is known for his detailed sector analysis, though specific performance metrics and industry rankings are not publicly available. He holds FINRA Series 7 and 63 licenses and is recognized for his strong analytical background in the tech sector.

    Hadi Orabi's questions to UNIVERSAL DISPLAY CORP \PA\ (OLED) leadership

    Hadi Orabi's questions to UNIVERSAL DISPLAY CORP \PA\ (OLED) leadership • Q1 2025

    Question

    Hadi Orabi of TD Cowen asked for clarification on the technical readiness of phosphorescent blue for smartphones, the importance of the LG announcement for mass adoption, and the OLED material content difference between foldable and standard smartphones.

    Answer

    CFO Brian Millard confirmed that LG's release referenced use in smartphones and IT, and that UDC believes its blue material has applicability across all applications due to its energy efficiency benefits. He noted the company is pleased with its progress. For foldables, he explained that the material opportunity is proportional to the increase in the device's display square area.

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

    Hadi Orabi's questions to Seagate Technology Holdings (STX) leadership • Q3 2025

    Question

    Speaking for Krish Sankar, Hadi Orabi asked about the potential financial impact of tariffs if implemented in the September quarter, the expected time lag to pass through costs, and the nature of current pricing conversations with customers.

    Answer

    CEO Dave Mosley explained that the company's first response is to make operational and supply chain adjustments. He described passing costs directly to customers as a last resort, noting that any cost increases would be factored into forward-looking negotiations for new, higher-value products. He emphasized that customers understand the need for Seagate to maintain margins to fund future technology development.

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