New Edge Analytics is an equity research and consulting firm that evaluates companies and trends in the Information Technology industry.

Companies in the core research universe represent the supply chain in IT. From software to semiconductors, these companies have great economic sensitivity, and are prone to industry cycles that greatly impact sales.

New Edge exercises a disciplined approach to performance recognition among these companies and seeks proxies.  A company has a proxy when NEA attributes sales growth to a tangible product that, standing alone, makes a positive contribution to earnings and moves the price of the stock.  This is called a pure play – clearly identifiable growth of a business that dominates financial performance of the company.