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    Peter Costa

    Senior Equity Analyst at Mizuho Financial Group

    Peter Costa is a Senior Equity Analyst at Mizuho Securities USA LLC, specializing in coverage of security technology companies. He has provided analysis and initiated coverage on firms such as Napco Security Technologies, issuing Outperform ratings and target prices that position him as an influential voice in his sector. Costa began his career in the securities industry in late 2022 and currently holds registered representative status with Mizuho, bringing a fresh perspective to equity analysis. He maintains active professional credentials, including FINRA registration, and focuses on delivering data-driven recommendations to institutional and retail investors.

    Peter Costa's questions to NAPCO SECURITY TECHNOLOGIES (NSSC) leadership

    Peter Costa's questions to NAPCO SECURITY TECHNOLOGIES (NSSC) leadership • Q4 2025

    Question

    Peter Costa from Mizuho inquired about the channel uptake and long-term opportunity for the new MVP and Primo product launches. He also asked about the expected timing for the recent increase in the ARR run rate to translate into accelerated quarterly service revenue growth.

    Answer

    Chairman and CEO Dick Soloway detailed the MVP cloud-based access control system, positioning it as a future strong growth contributor for both enterprise and smaller business markets. President and COO Kevin Buchel addressed the revenue question, stating that the company expects to sustain its 10% year-over-year recurring revenue growth rate, and potentially improve upon it, in fiscal 2026.

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    Peter Costa's questions to HUBBELL (HUBB) leadership

    Peter Costa's questions to HUBBELL (HUBB) leadership • Q3 2024

    Question

    Speaking for Brett Linzey, Peter Costa of Mizuho Financial Group asked for an update on the BEAD program's impact and any associated political risk, as well as the current state of the M&A pipeline.

    Answer

    Executive Daniel Innamorato stated that BEAD funding is not expected to be a meaningful contributor until later in 2025. CFO William Sperry described the M&A pipeline as 'robust,' with opportunities of various sizes, noting that higher-multiple targets are justified by their strong growth and margin profiles.

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    Peter Costa's questions to Allegion (ALLE) leadership

    Peter Costa's questions to Allegion (ALLE) leadership • Q3 2024

    Question

    Peter Costa, on for Brett Linzey, asked about the progress and trends in building out Allegion's international specification writing capabilities. He also inquired if the sunsetting of ESSER funding has impacted demand in the education vertical.

    Answer

    CEO John Stone explained that building international spec-writing capabilities is a strategic investment and currently in its 'early innings,' supported by acquisitions like Boss Door Controls and new talent. Regarding education funding, he stated that ESSER was not a significant tailwind for Allegion's products, so its conclusion is not a material headwind. He emphasized that school safety remains a high priority, with demand supported by strong municipal bond issuance.

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