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Equibles

Noah Kaye

Analyst

Oppenheimer

Equibles does not estimate personal net worth.

About Noah Kaye

Noah Kaye is recorded as Analyst at Oppenheimer. Noah Kaye has spoken on 45 earnings calls and 7 other investor events across 17 companies, most recently for Forgent Power Solutions, Inc. on September 15, 2026. Those appearances were for Waste Management Inc (WM), Ormat Technologies, Inc. (ORA), Clean Harbors Inc (CLH), EnerSys (ENS), Modine Manufacturing Co (MOD) and 12 other companies. The companies whose calls Noah Kaye spoke on are classified in the Industrials, Utilities, Consumer Cyclical and Financial Services sectors.

Noah Kaye on recent calls

“Thank you for taking the questions. there's such an incredibly dynamic aspect to how power architectures are shifting in this industry and specifically data center.”
Analyst — Oppenheimer, Q4 2026 Earnings Conference Call ·
“So I want to ask you about the profitability improvement in electricity. There was a period of, oh, I don't know, seven-plus years where electricity consistently did above 40% gross margin.”
Analyst — Oppenheimer, 2026 Investor Day in NYC ·
“So I want to ask you about the profitability improvement in electricity. There was a period of, oh, I don't know, seven-plus years where electricity consistently did above 40% gross margin.”
Analyst — Oppenheimer, 2026 Investor Day in NYC at the NYSE ·
“Maybe I'll start with a two-parter on the data center business. You mentioned orders are up 80% year over year this quarter. You know, I know orders in this business can be lumpy.”
Analyst — Oppenheimer, Q1 FY27 EnerSys Earnings Conference Call ·
“I mean, that's an asset class wastewater treatment with, you know, some real capacity constraints. So very interesting to see you get into that.”
Analyst — Oppenheimer, Q2 2026 Earnings Conference Call and Webcast ·

Affiliation history

  • Oppenheimer

    Analyst

    Source not stated

    Current

Company network

Recent activity

Show 40 earlier activities