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BAC , CF , CG , CVE , ABNB , TAP

+47 pts



Goldman says call buying is unusually attractive this quarter

By ethonomics on Oct. 13, 2021, 6:08 p.m.
Tagged topics: earnings preview , Goldman Sachs , stock picking

Views: 139, Votes: 6, Responses: 1, Attachments: 2
AMZN , GOOGL , FB , SNAP , UBER , LYFT , EXPE , ABNB , TWTR

+58 pts



Goldman bullish on $AMZN $FB $GOOGL $SNAP $UBER $LYFT $EXPE on still under-appreciated prospects but bearish on $ABNB and $TWTR on downside risk to estimates (deep dive)

By mooreideas on Sept. 13, 2021, 11:55 a.m.
Tagged topics: deep dive , big tech , Goldman Sachs

Views: 284, Votes: 10, Responses: 2, Attachments: 2
ABNB

+35 pts



$ABNB - Jefferies data indicate that vaccinations continue to unlock pent-up demand for alternative accommodations

By rIsILAwr on Sept. 2, 2021, 12:01 a.m.
Tagged topics: analyst checks , travel recovery , domestic travel , Jefferies

Views: 125, Votes: 2, Responses: 0, Attachments: 2
ABNB

+38 pts



$ABNB - analysts cautiously optimistic as world adapts to traveling with COVID, believe Q3 guide is conservative

By realjoe on Aug. 13, 2021, 1:09 p.m.
Tagged topics: earnings results , travel recovery , Delta variant , cautiously optimistic

Views: 112, Votes: 3, Responses: 1, Attachments: 18
ABNB , EXPE , BKNG , TRIP

+31 pts



Jefferies expects $ABNB and $EXPE benefited most from Q2 domestic travel recovery

By realjoe on Aug. 4, 2021, 3:10 p.m.
Tagged topics: analyst checks , earnings preview , travel recovery , Jefferies

Views: 105, Votes: 1, Responses: 0, Attachments: 2
EXPE , ABNB

+32 pts



$EXPE, $ABNB - RBC raises estimates on signs of upside in Q2 and 2H from checks with US property managers

By realjoe on July 16, 2021, 11:37 a.m.
Tagged topics: analyst checks , analyst raises estimates , travel recovery , RBC , upside to estimates

Views: 135, Votes: 1, Responses: 0, Attachments: 13
ABNB , PTON , UBER , LYFT

+36 pts



Needham data indicates Americans plan to travel more next year than 2019 ($ABNB+), work out at home more ($PTON+), but still hesitant on rideshare ($UBER $LYFT)

By phenphen on June 28, 2021, 11:52 a.m.
Tagged topics: ride share , travel recovery , Needham , consumer trends , workout from home here to stay

Views: 188, Votes: 3, Responses: 0, Attachments: 8
ABNB , BKNG , EXPE , TRIP

+31 pts



$ABNB, $BKNG, $EXPE - Jefferies data indicates improving travel recovery trends across the US, and sees EU trailing US by 2 months

By realjoe on June 14, 2021, 1:04 p.m.
Tagged topics: analyst checks , travel recovery , big data , Jefferies

Views: 162, Votes: 1, Responses: 0, Attachments: 24
EXPE , BKNG , ABNB , ZG , RDFN , UBER , LYFT , DASH , CVNA , CARG

+31 pts



RBC highlights investors feedback on their Internet stock recommendations, from inflationary fears ($ZG $RDFN), profitability concerns ($UBER $LYFT $DASH), to duration of travel rebound ($ABNB $EXPE $BKNG)

By realjoe on June 3, 2021, 5:16 p.m.
Tagged topics: travel recovery , RBC , inflation fears , investor sentiments , profitability concerns

Views: 180, Votes: 1, Responses: 0, Attachments: 2
ZG , RDFN , UBER , DASH , ABNB , EXPE , LYFT , CVNA , FVRR , WIX , ANGI , BKNG , CARG

+47 pts



RBC recommends 9 internet stocks for their category dominance and user engagement, where mega-techs have not been able to access

By realjoe on May 26, 2021, 5:55 p.m.
Tagged topics: user engagement , eCommerce , travel recovery , big tech , RBC , real estate

Views: 663, Votes: 6, Responses: 3, Attachments: 21
pent up demand