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    Matt Sheerin

    Managing Director and Senior Equity Research Analyst at Stifel

    Matt Sheerin is a Managing Director and Senior Equity Research Analyst at Stifel Financial Corp., specializing in technology hardware, electronics manufacturing services (EMS), and distribution sectors. He provides coverage for major companies such as Flex Ltd., Insight Enterprises, and other leading IT hardware and electronics manufacturing firms, consistently delivering actionable investment insights with a notable track record including a reported success rate of 64% and an average return of 11.8% on his stock calls. Sheerin began his financial career at Thomas Weisel Partners in 2000 before joining Stifel in 2010, following a prior decade in editorial leadership roles at Electronic Buyers' News. He holds an M.S. from Columbia University, a bachelor's degree from Thiel College, and maintains relevant securities industry credentials.

    Matt Sheerin's questions to JABIL (JBL) leadership

    Matt Sheerin's questions to JABIL (JBL) leadership • Q1 2025

    Question

    Inquired about the details of relationships with hyperscale customers, including cross-selling opportunities, and the inventory outlook for the second half of the fiscal year.

    Answer

    The company is winning new business with its largest hyperscaler and is developing 100G to 1.6T silicon photonics solutions for a second one, leveraging a past acquisition. The strategy is to offer complex, integrated engineering solutions. Inventory is expected to remain in the 55-60 day range, trending towards the lower end in the second half of the year.

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    Matt Sheerin's questions to JABIL (JBL) leadership • Q4 2024

    Question

    Asked for confirmation that the exit of a major networking customer is complete and whether this provides more leverage with other customers. Also questioned the drivers behind the growth forecast for the renewable energy business despite industry headwinds.

    Answer

    Management confirmed the disengagement from the legacy networking customer is complete, with the associated revenue and balance sheet items fully removed from FY25 forecasts. They clarified that such exits happen after price negotiations fail, reflecting their discipline on margins and returns. The modest growth in renewables is attributed to new wins in HVAC and battery storage, opportunities related to the IRA, and benefits from market consolidation, not from a forecasted rebound in the solar market.

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    Matt Sheerin's questions to TE Connectivity (TEL) leadership

    Matt Sheerin's questions to TE Connectivity (TEL) leadership • Q4 2024

    Question

    An analyst from Stifel, on behalf of Matt Sheerin, asked for color on the Data and Devices business excluding the AI opportunity, specifically regarding the recovery in traditional datacom applications.

    Answer

    CEO Terrence Curtin clarified that outside of AI, the traditional cloud infrastructure business is returning to growth, expected to be in the mid-single-digit range in the coming year. This marks a positive shift after a period where investment dollars were heavily skewed towards AI. He noted that the enterprise market remains sideways, and TE does not have significant exposure to telecom networks.

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