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Featured coverage rebuilt from the filings, sector landscapes with the supply chain mapped, watchlist reports with every number sourced, and the full method behind the First Look Score. Each report shows its abstract and findings to everyone; the body opens for readers who have confirmed an address once.

Published October 30, 2026

Four reports for November. More follow the board.

Featured coverageMitek: the profitable fraud-and-identity company nobody is talking aboutA screen of 26 AI, SI and AR small caps found one with GAAP profit, a 79% gross margin, net cash and a shrinking share count. What the filings say, where the control history sits, and what the December results need to show.
19 min 26 sourcesMITKAbstract and findings →
Featured coverageVuzix: the waveguide company at the turn of the yearWhat the filings say about the business, the cash, the share count and the people, what the market around it is doing, and what to listen for on the 12 November call.
22 min 30 sourcesVUZIAbstract and findings →
Sector landscapeSmart glasses and AR: who actually makes money in the small-cap layerFive listed names, four private challengers, the platforms above them and the supply chain underneath, mapped from filings and the independent analysts, with a comparison table and eight sector risks.
18 min 44 sourcesKOPN · VUZI · MVIS · HIMX · WIMIAbstract and findings →
Watchlist reportThe marine technology watchlist: where SI and autonomy actually reach the waterEight listed names from a $4 million wave-power company to a €1.3 billion superyacht builder, two scale references, the state of the US boat market and the superyacht order book, and an honest audit of how much 'AR on the water' has shipped.
20 min 47 sourcesOPTT · VMAR · KRKNF · MCFT · MBUU · ONEW · SL · 9638Abstract and findings →
Methodology paperThe First Look Score, method v2: how forty factors become one numberThe full public method: eight pillars, forty factors, the 0 to 4 rubric, the confidence grades, the red-flag register, the arithmetic, the publication rules and a worked example on the public record.
16 min 6 sourcesVUZIAbstract and findings →
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Reports are research of general and regular circulation from public sources. They are not offers, solicitations, recommendations to buy, sell or hold any security, price targets, or advice tailored to any reader. First Look Equities is not a broker-dealer or a registered investment adviser. Positions: none, as stated on every report. No company pays for coverage, for a report or for a score.