Sign in

    Noah Levitz

    Research Analyst at William Blair

    Noah Levitz is an Equity Research Associate at William Blair & Co. LLC, focusing on equity research with coverage of public companies across industries such as infrastructure, technology, and mobility, including recent analysis of firms like Sterling Infrastructure, Rekor Systems, and Verra Mobility. Actively participating in earnings calls and industry research, he supports senior analysts in producing investment ideas and financial insights. Levitz began his tenure at William Blair in June 2023, after earning his undergraduate degree from Boston College's Carroll School of Management. He holds foundational finance credentials and collaborates with the firm's broker-dealer unit, though detailed performance metrics and individual licensing information are not publicly available.

    Noah Levitz's questions to Rekor Systems (REKR) leadership

    Noah Levitz's questions to Rekor Systems (REKR) leadership • Q2 2025

    Question

    Noah Levitz of William Blair & Company requested an update on the PlateRanger product and the partnership with Sound Thinking. He also asked if positive industry trends, such as the IIJA bill and upcoming ITS conferences, were creating optimism for increased product traction in 2026 and beyond.

    Answer

    CFO Eyal Hen noted there was not much progress to report on the Sound Thinking partnership. CEO Robert Berman added that Rekor's role is primarily providing the technology, while Sound Thinking handles sales and marketing. Regarding industry trends, Berman stated that the dialogue at conferences has shifted significantly toward data-driven decision-making, which directly aligns with Rekor's core strategy and reinforces the company's value proposition for managing roadways.

    Ask Fintool Equity Research AI

    Noah Levitz's questions to Rekor Systems (REKR) leadership • Q1 2025

    Question

    Noah Levitz of William Blair asked about Rekor's international expansion strategy, prompted by the hiring of an executive with global experience, and inquired about the adoption and revenue recognition timeline for the PlateRanger partnership with SoundThinking.

    Answer

    Executive Robert Berman confirmed Rekor is actively pursuing international markets, leveraging its 'box ready' Discover product and the new GM structure to meet global demand, with a pilot already underway in Europe. Regarding the SoundThinking partnership, Berman noted a contract is in place with guaranteed revenue for 2025-2027 and that Rekor is now refocusing its own efforts on the commercial applications of its Scout product.

    Ask Fintool Equity Research AI

    Noah Levitz's questions to Rekor Systems (REKR) leadership • Q2 2024

    Question

    Noah Levitz from William Blair, on behalf of Louie DiPalma, asked for details on the new partnership with SoundThinking for the PlateRanger solution. He sought to understand its competitive positioning, pricing strategy, and key differentiators, specifically inquiring about the use of solar power.

    Answer

    CEO David Desharnais described the partnership as combining Rekor's top-tier license plate recognition technology with SoundThinking's respected brand and market access. He stated that while SoundThinking controls the pricing as the channel partner, the integrated solution is highly competitive. Desharnais confirmed that the hardware is solar-powered, which he considers a strong differentiator for the offering.

    Ask Fintool Equity Research AI

    Noah Levitz's questions to Rekor Systems (REKR) leadership • Q2 2024

    Question

    Asked for details on the new partnership with SoundThinking for the PlateRanger product, including its competitive positioning, pricing, differentiators, and use of solar power.

    Answer

    The PlateRanger combines Rekor's top-tier LPR technology with SoundThinking's respected market presence. Pricing is determined by SoundThinking as the channel partner. The solution will utilize solar power, which is a key differentiator for Rekor's hardware.

    Ask Fintool Equity Research AI

    Noah Levitz's questions to VSE (VSEC) leadership

    Noah Levitz's questions to VSE (VSEC) leadership • Q2 2025

    Question

    Noah Levitz of William Blair questioned the second-half margin outlook, asking why margins wouldn't meet or beat Q2's exceptional level given accelerated synergies. He also inquired about the M&A pipeline and the potential for more Honeywell fuel control-style deals.

    Answer

    CFO Adam Cohn attributed the strong Q2 margins to the earlier-than-anticipated capture of Kaelstrom synergies and reiterated that historical seasonality, driven by inventory costs, typically leads to stronger margins in the first half. President & CEO John Cuomo described the M&A pipeline as "very, very healthy" but stated that the company will focus on perfecting the execution of the current licensed manufacturing program before pursuing similar new deals, likely not before the back end of 2026.

    Ask Fintool Equity Research AI

    Noah Levitz's questions to VSE (VSEC) leadership • Q3 2024

    Question

    Noah Levitz asked about the strategic rationale for entering the commercial engine aftermarket with the Turbine and Kellstrom acquisitions and whether the projected synergies were primarily cost or revenue-based. He also inquired about the company's future M&A appetite.

    Answer

    CEO John Cuomo described the commercial engine aftermarket as highly attractive due to aging fleets, OEM focus shifting to new engines, and the market's complexity. He expressed high confidence in achieving the stated synergies through VSE's integration capabilities. Regarding future M&A, Cuomo stated that while the company remains acquisitive, the primary focus for 2025 will be integrating recent acquisitions and driving organic growth, rather than pursuing a roll-up strategy.

    Ask Fintool Equity Research AI

    Noah Levitz's questions to STERLING INFRASTRUCTURE (STRL) leadership

    Noah Levitz's questions to STERLING INFRASTRUCTURE (STRL) leadership • Q1 2025

    Question

    Noah Levitz asked for an outlook on a potential successor to the IIJA infrastructure bill and inquired about the scale of opportunities in biopharma and other onshoring projects, as well as any potential capacity constraints.

    Answer

    CEO Joseph Cutillo expressed optimism for a future infrastructure bill, noting that bipartisan activity in Washington D.C. is more advanced than for previous bills. On onshoring, he stated that while they are seeing individual projects in pharma, auto, and food, a large 'wave' of projects has not yet materialized, partly due to lengthy permitting processes. He affirmed that Sterling has the capacity to handle significant growth and would expand by 25-30% if the right projects emerged.

    Ask Fintool Equity Research AI