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    Patrick Ouellette

    Research Analyst at Stifel Financial Corp.

    Patrick Ouellette is an Equity Research Associate at Stifel Financial Corp., specializing in equity research with an analytical focus supported by his chemical engineering and business education. He joined Stifel in June 2022 after graduating from Villanova University, where he earned a Bachelor’s degree in Chemical Engineering along with minors in Finance, Business, and Real Estate. Ouellette’s career began with leadership experience outside of finance before transitioning directly into equity research, and he is actively developing his professional credentials in investment research analysis. While performance metrics and specific company coverage data are not publicly available, his multidisciplinary academic background and rapid progression at Stifel highlight strong analytical and quantitative capabilities.

    Patrick Ouellette's questions to OIL STATES INTERNATIONAL (OIS) leadership

    Patrick Ouellette's questions to OIL STATES INTERNATIONAL (OIS) leadership • Q2 2025

    Question

    Patrick Ouellette from Stifel Financial Corp. asked about the normalized revenue mix following the high-grading of U.S. operations and the expected impact on margins for the second half of 2025 from market conditions versus cost improvements.

    Answer

    President & CEO Cindy Taylor detailed that the restructured U.S. land service activity now represents a small portion (around 11-12%) of the Completion and Production Services segment. She noted margin improvements will accrete through 2H 2025 and into 2026. EVP & CFO Lloyd Hajdik added that go-forward margins for the affected operations are expected to reach the upper 20s to low 30s.

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    Patrick Ouellette's questions to TETRA TECHNOLOGIES (TTI) leadership

    Patrick Ouellette's questions to TETRA TECHNOLOGIES (TTI) leadership • Q2 2025

    Question

    Patrick Ouellette from Stifel Financial Corp inquired about the progress in securing bridge bromine supply to meet demand from various end markets, especially with the expected ramp-up from EOS, ahead of the Arkansas facility's completion. He also asked for an update on expectations for desalination plants and traction with NDAs.

    Answer

    President & CEO Brady Murphy stated that discussions with multiple bromine suppliers for bridge supply are ongoing and that he is optimistic demand will be covered until the new plant is online in 2027. He also noted a positive shift in customer interest from small pilots toward small-scale commercial desalination plants, indicating growing market confidence in the technology.

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    Patrick Ouellette's questions to Eos Energy Enterprises (EOSE) leadership

    Patrick Ouellette's questions to Eos Energy Enterprises (EOSE) leadership • Q1 2025

    Question

    Patrick Ouellette asked about pricing variability in the backlog, the fulfillment priority of older orders, and the demand level required to trigger localized manufacturing abroad. He also questioned if international expansion could precede the completion of the U.S. capacity build-out.

    Answer

    CEO Joseph Mastrangelo stated that order fulfillment is based on customer demand, not price, though some lower-priced legacy orders are shipping in Q2. CCO Nathan Kroeker noted market tailwinds support current pricing. On international expansion, Mastrangelo explained it requires a sustained, long-term demand signal to avoid creating stranded assets, and would not be pursued for a single project.

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    Patrick Ouellette's questions to EVgo (EVGO) leadership

    Patrick Ouellette's questions to EVgo (EVGO) leadership • Q4 2024

    Question

    Patrick Ouellette, on for Stephen Gengaro, asked about the expected evolution of network utilization in 2025 and the long-term target to balance growth with avoiding congestion. He also inquired about any observed uptick in Tesla vehicles using the EVgo network.

    Answer

    CEO Badar Khan noted that at 24% utilization, EVgo is already within its long-term target range and may update it again, highlighting the use of dynamic pricing to manage congestion. CFO Paul Dobson suggested modeling at the high end of the 23-26% range for 2025. Regarding Tesla, Khan said that while historically low, the new pilot site with native NACS connectors is seeing higher rates of Tesla charging, and EVgo plans to expand NACS deployment throughout the year to attract this significant driver base.

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