Latest ideas and analyses related to conviction buy

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SLB , BKR

+33 pts



Conviction List Swap: Adding SLB Up to CL, Removing BKR After Outperformance; Stay Buy on Both

By ethonomics on March 22, 2022, 12:21 p.m.
Tagged topics: analyst upgrade , conviction buy

Views: 33, Votes: 2, Responses: 0, Attachments: 1
DDOG

+42 pts



$DDOG - strong execution amid multiple growth levers likely to drive outperformance

By ethonomics on Feb. 22, 2022, 3:38 p.m.
Tagged topics: Goldman Sachs , conviction buy

Views: 154, Votes: 6, Responses: 0, Attachments: 1
DELL

+31 pts



$DELL - Goldman sees near-term value unlock opportunity, adds stock to their Conviction List

By ethonomics on Sept. 14, 2021, 12:19 p.m.
Tagged topics: buying opportunity , positive catalyst , deleverage , Goldman Sachs , conviction buy

Views: 134, Votes: 1, Responses: 0, Attachments: 2
MSFT , CRM , NOW , WDAY , SPLK , ADBE , U , SNOW , MDB

+44 pts



Goldman raises targets for select software names on increasingly strong demand environment and improving fundamentals

By mooreideas on Sept. 7, 2021, 11:58 a.m.
Tagged topics: strong fundamentals , software , Goldman Sachs , strong demand , conviction buy

Views: 460, Votes: 6, Responses: 0, Attachments: 2
ATVI

+32 pts



$ATVI - Goldman keeps Activision Blizzard on Conviction Buy rating after CoD-driven Q1 beat, says it is sustaining engagement gains from 2020

By junkfoodlover on May 5, 2021, 11:18 a.m.
Tagged topics: user engagement , earnings results , gaming , Call of Duty , Goldman Sachs , conviction buy , attractive valuation , pandemic gains

Views: 166, Votes: 1, Responses: 0, Attachments: 6
CMG

+35 pts



Thanks

By beat_the_street on March 9, 2021, 9:55 p.m.
Tagged topics: digital penetration , Goldman Sachs , buy the dip , conviction buy , restaurants , new products , product innovations

Views: 1, Votes: 1, Responses: 0, Attachments: 0
CMG

+65 pts



$CMG - Goldman says buy the dip, sees Quesadilla launch as a catalyst, and raises target to $1,725

By rIsILAwr on March 9, 2021, 5:23 p.m.
Tagged topics: digital penetration , Goldman Sachs , buy the dip , conviction buy , restaurants , new products , product innovations

Views: 183, Votes: 1, Responses: 1, Attachments: 8