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    Lucas Romanski

    Director and Equity Research Analyst at BTIG

    Lucas Romanski is a Director and Equity Research Analyst at BTIG, specializing in the enterprise software and cloud infrastructure sectors. He actively covers leading technology companies such as Salesforce, ServiceNow, Snowflake, Palo Alto Networks, and Zscaler, delivering research and investment recommendations backed by fundamental analysis and industry trends. Romanski joined BTIG in 2021 after prior roles at Mizuho and Jefferies, building a reputation for strong investment calls and insightful sector coverage, with a tip-ranked success rate above 65% and average annualized returns exceeding 12%. He holds Series 7, 63, 86, and 87 securities licenses and is FINRA-registered, earning notable recognition for accuracy and target price performance in published analyst rankings.

    Lucas Romanski's questions to American Well (AMWL) leadership

    Lucas Romanski's questions to American Well (AMWL) leadership • Q2 2025

    Question

    Lucas Romanski from TD Cowen, on for Charles Rhyee, sought clarification on the drivers behind the revised 2025 subscription revenue guidance and asked for details on the strategy to achieve cash flow from operations breakeven in 2026.

    Answer

    CFO & COO Mark Hirschhorn clarified that the guidance revision was due to the change in scope for the DHA contract extension, which excluded automated care and behavioral health programs for now. CEO Dr. Ido Schoenberg outlined the path to breakeven, emphasizing product focus, targeting key market segments, team restructuring with AI adoption, and shifting to a more efficient configurable platform model.

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    Lucas Romanski's questions to ICON (ICLR) leadership

    Lucas Romanski's questions to ICON (ICLR) leadership • Q1 2025

    Question

    Lucas Romanski, on behalf of Charles Rhyee at TD Cowen, asked for an update on the business trends with ICON's two largest customers and their plans for 2025.

    Answer

    CEO Dr. Steve Cutler indicated that there is still some downtick and movement with these customers, but noted significant shifts across the entire top 10. He stated the company is now focusing on its broader portfolio, particularly on new strategic partnerships that are beginning to yield new work.

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    Lucas Romanski's questions to Owlet (OWLT) leadership

    Lucas Romanski's questions to Owlet (OWLT) leadership • Q4 2024

    Question

    Lucas Romanski of BTIG inquired about the key drivers behind Owlet's 2025 revenue guidance, specifically the expected contributions from Dream Sock, BabySat, and the new Owlet360 subscription. He also asked about the U.S. versus international growth assumptions, the strategy for increasing adoption in populous states, the rationale for the 2025 gross margin outlook, and progress with insurance payors.

    Answer

    CFO Amanda Crawford stated that the 2025 guidance does not assume material revenue from the newer BabySat or Owlet360 offerings, with dollar growth expected to be split evenly between U.S. and international markets. CEO Kurt Workman explained that driving brand awareness is the key strategy for U.S. adoption, with Owlet360 expected to boost word-of-mouth marketing. Crawford also clarified that the full-year margin guidance represents an increase over 2024, with quarterly fluctuations due to promotions. President and CRO Jonathan Harris added that progress with payors is steady but slow, driven by their DME partnerships.

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