Latest ideas and analyses related to 2021 predictions

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
AMZN , GOOGL , MSFT , SNOW

+1 pts





By johnoneoff on April 7, 2021, 12:31 p.m.
Tagged topics: analyst checks , strong growth , bookings , AWS , Azure , Google cloud , 2021 predictions , Jefferies , strong demand , industry insider

Views: 3, Votes: 1, Responses: 0, Attachments: 0
GOOGL , AMZN , MSFT , SNOW

+30 pts



$GOOGL - Jefferies-hosted industry insider expects Google Cloud's partner bookings to double this year

By labjordan on April 7, 2021, 12:14 p.m.
Tagged topics: analyst checks , strong growth , bookings , AWS , Azure , Google cloud , 2021 predictions , Jefferies , strong demand , industry insider

Views: 132, Votes: 1, Responses: 1, Attachments: 2
GOOGL , FB , US Macro , Advertising

+65 pts



JP Morgan data indicate advertisers plan to increase marketing spend in 2021 to accelerate recovery

By phenphen on March 12, 2021, 10:38 a.m.
Tagged topics: analyst checks , digital advertising , marketing spend , 2021 predictions , economic recovery , JP Morgan

Views: 161, Votes: 2, Responses: 0, Attachments: 12
MSFT , AAPL , AMZN , GOOGL

+75 pts



Jefferies expects big tech capex to 'accelerate sharply' in 2021

By phenphen on March 3, 2021, 1:11 p.m.
Tagged topics: capex , AWS , Azure , Google cloud , data center , 2021 predictions , Jefferies

Views: 224, Votes: 2, Responses: 0, Attachments: 9
PANW , TENB , CYBR , SPLK

+35 pts



$PANW - Morgan Stanley raises target to $423, saying recent 'SolarStorm' cyberattack set to increase security spending and priority this year

By ethonomics on Jan. 8, 2021, 3:35 p.m.
Tagged topics: analyst checks , 2021 predictions , Morgan Stanley , SolarStorm , cyberattack , security spending

Views: 210, Votes: 3, Responses: 0, Attachments: 49
TSLA , RIDE , GM

+48 pts



$TSLA - Goldman reminds investors that if Biden moves ahead with plans to support EVs with tax credits and infrastructure development, there will be upside to estimates; Tesla best positioned

By cassie on Jan. 8, 2021, 3:05 a.m.
Tagged topics: electric vehicles , 2021 predictions , Goldman Sachs , Biden , clean energy , US policy

Views: 203, Votes: 5, Responses: 0, Attachments: 25
TJX , TPR , CPRI , BURL , ROST , ULTA , FL , DKS , LB , GPS , LULU , AEO , PLCE , JWN , RH , URBN , WSM , EYE , Retail

+38 pts



Barclays says 2021 will be a year of retail earnings beats, with a return to brick-and-mortar sales growth coupled with lean inventory

By phenphen on Jan. 7, 2021, 4:05 p.m.
Tagged topics: analyst checks , 2021 predictions , Barclays

Views: 132, Votes: 2, Responses: 0, Attachments: 148
ROKU

+36 pts



$ROKU - Needham raises target to $400, saying Roku will take more share in 2021

By bbern3 on Jan. 7, 2021, 3:29 p.m.
Tagged topics: analyst checks , streaming , market share gains , analyst raises estimates , 2021 predictions , analyst raises target , Needham

Views: 127, Votes: 1, Responses: 0, Attachments: 14
SPOT

+30 pts



thx

By Highwave on Jan. 5, 2021, 8:16 a.m.
Tagged topics: ARPU , post-COVID , 2021 predictions , live entertainment

Views: 5, Votes: 1, Responses: 0, Attachments: 0
US Macro

+35 pts



Goldman raises US Q1 GDP growth forecast from +3% to +5% following fiscal deal

By phenphen on Dec. 28, 2020, 12:54 p.m.
Tagged topics: fiscal stimulus , 2021 predictions , raise GDP forecast , Goldman Sachs

Views: 163, Votes: 1, Responses: 0, Attachments: 5
NFLX , DIS

+40 pts



$NFLX, $DIS - Morgan Stanley recommends buying Netflix and Disney for the return to public gathering and further acceleration toward media streaming in 2021

By puckerman17 on Dec. 21, 2020, 6:08 p.m.
Tagged topics: analyst checks , post-COVID , 2021 predictions , economic recovery

Views: 160, Votes: 4, Responses: 0, Attachments: 110
GOOGL , FB , TWTR , PTON , LYFT

+41 pts



JP Morgan recommends buying $GOOGL, $FB, $TWTR, $PTON, and $LYFT to benefit from the key investment themes for 2021

By junkfoodlover on Dec. 17, 2020, 4:51 p.m.
Tagged topics: analyst checks , cyclical recovery , 2021 predictions , GARP

Views: 229, Votes: 4, Responses: 0, Attachments: 34
SPOT

+43 pts



$SPOT, $WMG - Morgan Stanley raises Spotify target to $350, and upgrades Warner Music Group to Buy on stronger 2021 growth from price increases, cyclical tailwinds, and return of live entertainment

By labjordan on Dec. 17, 2020, 10:58 a.m.
Tagged topics: ARPU , post-COVID , 2021 predictions , live entertainment

Views: 210, Votes: 2, Responses: 1, Attachments: 62
Global Macro

+36 pts



Goldman releases their "Top 10 Market Themes for 2021", including "A New Commodity Bull Cycle"

By phenphen on Nov. 10, 2020, 12:05 p.m.
Tagged topics: China , post-COVID , cyclical recovery , 2021 predictions

Views: 97, Votes: 5, Responses: 0, Attachments: 20