Telluride Research has published a comprehensive analysis of Constellation Energy’s $26.6 billion acquisition of Calpine Corporation , a deal that forms the largest independent clean energy producer in the United States. The combined entity will operate nearly 60 GW of diversified generation capacity  spanning nuclear, natural gas, geothermal, hydro, solar, and battery storage—uniquely positioned to meet surging power demand from AI and electrification. Our team breaks down t

Telluride Research has initiated coverage on Okta, Inc. (NASDAQ: OKTA)  with a Buy  rating and a $128 price target , representing a potential ~40% upside  from current levels. As a pioneer in Identity-as-a-Service (IDaaS), Okta continues to strengthen its position in the cybersecurity and cloud infrastructure space with over 7,000 integrations  and a 98% subscription-based revenue model . Our analysis highlights Okta’s robust free cash flow generation, strong net cash positio

Telluride Research has released its latest equity report on Cameco Corporation (NYSE: CCJ) , one of the world’s largest uranium producers. With a growing global push toward clean and secure energy, Cameco stands to benefit from a structural bull market in uranium. The company’s robust balance sheet, strategic partnerships, and expanding production at McArthur River and Cigar Lake support our Buy  rating and a price target of $82.40 , representing a potential 21.6% upside  fro