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    Robert Lynch

    Research Analyst at Stonegate Capital Partners

    Robert Lynch is an Associate Analyst in Equity Research at Stonegate Capital Partners, specializing in researching and analyzing small-cap public companies. He has provided coverage and earnings call insights on firms including Sky Harbour Group Corp and Blacksky Technology, demonstrating a focus on the technology and infrastructure sectors. Lynch began his career at Stonegate in 2024 after graduating from Southern Methodist University and is actively involved in the firm's research group and investor communication activities. He contributes to capital markets advisory services and maintains a developing track record in equity research, though detailed performance metrics and professional securities licenses are not publicly documented.

    Robert Lynch's questions to Sky Harbour Group (SKYH) leadership

    Robert Lynch's questions to Sky Harbour Group (SKYH) leadership • Q2 2025

    Question

    Robert Lynch inquired if the SH-37 hangar prototype is now fully standardized and its expected impact on project speed and economics, and also asked for the quarterly pace of signing the remaining ground leases for the year.

    Answer

    CEO Tal Keinan confirmed the SH-37 prototype is standardized, with the intention to increase speed, decrease cost, and improve quality through procurement and value engineering efficiencies, though he declined to give specific projections. On ground lease timing, Keinan stated that while the company is confident in its annual guidance, it is difficult to predict the exact month-by-month pace as the processes do not work on Sky Harbor's schedule.

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    Robert Lynch's questions to BlackSky Technology (BKSY) leadership

    Robert Lynch's questions to BlackSky Technology (BKSY) leadership • Q2 2025

    Question

    Robert Lynch of Stonegate Capital Partners asked about the expected lumpiness of professional and engineering revenue in the second half of the year and how contract terms are shifting with the rollout of the Gen 3 constellation.

    Answer

    CEO Brian O’Toole acknowledged that professional and engineering revenue will likely continue to show quarter-to-quarter variability due to the milestone-based nature of the contracts. He also confirmed a clear trend toward longer-term, multi-year agreements, as customers seek to secure long-term capacity and integrate BlackSky's services, particularly the new Gen 3 capabilities, into their core operations.

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    Robert Lynch's questions to Valens Semiconductor (VLN) leadership

    Robert Lynch's questions to Valens Semiconductor (VLN) leadership • Q2 2025

    Question

    Robert Lynch of Stonegate Capital Partners asked about customer acquisition trends in the Industrial Machine Vision segment following the D3 Embedded platform launch and inquired about momentum in other end markets like ProAV.

    Answer

    CEO Gideon Ben-Zvi highlighted a strong product-market fit and growing design win pipeline for the VA7000 and VS6320 chipsets in Machine Vision. For ProAV, he noted a market recovery, albeit slowed by tariffs, and pointed to the growing conference room market as a new opportunity and a key derivative segment for growth.

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    Robert Lynch's questions to Valens Semiconductor (VLN) leadership • Q1 2025

    Question

    Robert Lynch of Stonegate Capital Partners asked for more detail on the significant year-over-year improvement in automotive gross margins, seeking specifics beyond 'cost optimization' and questioning the sustainability of these levels. He also inquired about the company's approach to working capital management amid supply chain volatility.

    Answer

    CFO Guy Nathanzon attributed the automotive margin improvement to ongoing manufacturing cost reduction efforts and product mix, noting these are routine activities. CEO Gideon Ben-Zvi explained the working capital strategy, stating that Valens uses its strong balance sheet to maintain inventory buffers, ensuring it remains a reliable supplier. Guy Nathanzon added that with lead times normalizing, inventory is managed efficiently while keeping buffers to guarantee on-time delivery to customers.

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