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    Matt Niknam

    Director of Equity Research at Deutsche Bank

    Matt Niknam is a Director of Equity Research at Deutsche Bank, specializing in coverage of communication services, technology, and consumer cyclical sectors, with a focus on companies such as Hewlett Packard Enterprise and CommScope Holding. He has issued over 500 ratings and price targets across 27 stocks, achieving an average price target fulfillment rate of around 60% and an average potential upside of roughly 16%, with standout calls such as a 13.6% gain on CommScope within two days. Niknam began his career after earning a BS from NYU Stern and has more than 20 years of experience, including positions at other financial institutions prior to joining Deutsche Bank in 2015. He holds active FINRA registration as a broker with Deutsche Bank Securities and maintains all requisite securities licenses.

    Matt Niknam's questions to CROWN CASTLE (CCI) leadership

    Matt Niknam's questions to CROWN CASTLE (CCI) leadership • Q2 2025

    Question

    Matt Niknam of Deutsche Bank asked about any observed implications from recent tax reform on the pacing of carrier network investments.

    Answer

    Interim President and CEO Daniel Schlanger noted that while carriers have indicated they will use tax savings for network investment, the focus appears to be more on fiber than wireless. He stated that Crown Castle has not seen a significant direct impact, but emphasized that the strong wireless environment—with rising traffic and subscriber growth—continues to drive the need for network investment regardless of tax policy.

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    Matt Niknam's questions to Dell Technologies (DELL) leadership

    Matt Niknam's questions to Dell Technologies (DELL) leadership • Q1 2026

    Question

    Matt Niknam of Deutsche Bank asked if the incremental spending on AI servers is crowding out traditional server spending, or if the observed softness is more macro-related. He also inquired if the very strong Q1 operating cash flow was aided by any one-time benefits and asked for an outlook for subsequent quarters.

    Answer

    Jeff Clarke, Vice Chairman and COO, stated that traditional server demand grew for the sixth consecutive quarter, though moderation was expected. The softness was attributed to a slowdown in the U.S. late in the quarter, not cannibalization. Tyler Johnson, SVP and Treasurer, addressed the cash flow question, confirming the strong performance was driven by profitability and working capital improvements, not one-offs. He noted a temporary, cash-neutral increase in payables will normalize without negatively impacting future cash flow.

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