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EA , ATVI , TTWO

+31 pts



$EA - Deutsche upgrades to Buy and Top Pick, sees EA as having the 'strongest organic growth outlook' this year

By junkfoodlover on July 21, 2021, 2:54 p.m.
Tagged topics: video games , deep dive , analyst upgrade , analyst top pick

Views: 99, Votes: 1, Responses: 0, Attachments: 28
AMZN , FB , SNAP , ATVI , TTWO , ZNGA

+5 pts





By alesanco.josemaria on July 21, 2021, 8:16 a.m.
Tagged topics: digital advertising , video games , big tech , analyst top pick , social media

Views: 1, Votes: 1, Responses: 0, Attachments: 0
ATVI , EA , TTWO

+35 pts



JP Morgan data suggests overall video game engagement now similar to pre-pandemic levels, though select titles remain above

By junkfoodlover on July 20, 2021, 1:34 p.m.
Tagged topics: analyst checks , Call of Duty , video games , social media , JP Morgan

Views: 154, Votes: 2, Responses: 0, Attachments: 17
AMZN , FB , SNAP , ATVI , ZNGA , TTWO

+37 pts



Morgan Stanley keeps $AMZN as their Top Pick as investors begin to value it on GAAP EPS, also bullish on video games on user trends

By mooreideas on July 20, 2021, 11:30 a.m.
Tagged topics: digital advertising , video games , big tech , analyst top pick , social media

Views: 195, Votes: 3, Responses: 1, Attachments: 26
ATVI , TTWO , EA , MSFT

+30 pts



Oppenheimer says $EA Battlefield 2042 was 'the biggest star' around E3, while $ATVI and $TTWO had low profiles, see Chinese games gaining presence

By junkfoodlover on June 14, 2021, 11:18 a.m.
Tagged topics: gaming , Call of Duty , Oppenheimer , virtual reality , Xbox , Diablo , E3 , Battlefield 2042

Views: 93, Votes: 1, Responses: 0, Attachments: 2
TTWO

+30 pts



$TTWO - Goldman highlights key potential catalysts ahead of E3 (June 12-15)

By junkfoodlover on June 8, 2021, 11:49 a.m.
Tagged topics: analyst checks , gaming , Goldman Sachs , E3

Views: 91, Votes: 1, Responses: 0, Attachments: 8
ATVI , EA , TTWO , RBLX

+30 pts



Stifel data indicates May gaming metrics trending ahead of expectations, and see upside to Q2 estimates

By junkfoodlover on June 7, 2021, 5:55 p.m.
Tagged topics: analyst checks , gaming , pandemic trends , tough comps , Stifel

Views: 142, Votes: 1, Responses: 0, Attachments: 26
ATVI , EA , TTWO

+8 pts





By Noto on April 28, 2021, 4:51 p.m.
Tagged topics: valuations , Apex Legends , Call of Duty , video games , pandemic trends , JP Morgan , FIFA , reopening fears , Grand Theft Auto

Views: 7, Votes: 4, Responses: 0, Attachments: 0
ATVI , EA , TTWO

+35 pts



$ATVI, $EA, $TTWO - JPM data suggests sustained strong Q1 engagement for CoD, GTA, and Apex Legends, but slowdown for FIFA; bracing for tough comps ahead

By junkfoodlover on April 28, 2021, 4:28 p.m.
Tagged topics: valuations , Apex Legends , Call of Duty , video games , pandemic trends , JP Morgan , FIFA , reopening fears , Grand Theft Auto

Views: 121, Votes: 4, Responses: 0, Attachments: 17
ATVI , EA , TTWO

+31 pts



$ATVI, $EA - Jefferies bullish on ATVI's 'eco-systems' around its 'best-in-class IP' and upgrades EA to Buy on improved growth ahead starting with Battlefield (deep dive)

By junkfoodlover on April 23, 2021, 10:55 a.m.
Tagged topics: Apex Legends , Call of Duty , video games , deep dive , best in class , Overwatch , Diablo , Battlefield , Mass Effect , Dragon Age

Views: 138, Votes: 1, Responses: 0, Attachments: 50