Latest ideas and analyses related to downside to estimates

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EU Macro

+18 pts



Further down to go

By ethonomics on Sept. 27, 2022, 5:57 p.m.
Tagged topics: downside to estimates

Views: 16, Votes: 6, Responses: 0, Attachments: 1
META

+27 pts



Reels concerns reaching fever pitch; risk/reward remains attractive

By junkfoodlover on Sept. 27, 2022, 5:41 p.m.
Tagged topics: downside to estimates , investor sentiments

Views: 21, Votes: 6, Responses: 0, Attachments: 1
COIN , IAC , PXD , MAT , RL , MNST , VFC , DFS

+10 pts



Thanks. More in this report than I was expecting. Nice section on trading earnings. Sounds like money may return to the markets this summer and...

By JH on July 13, 2022, 3:04 p.m.
Tagged topics: upside to estimates , downside to estimates

Views: 1, Votes: 1, Responses: 0, Attachments: 0
DFS , IAC , MAT , MNST , PXD , COIN , RL , VFC

+55 pts



Top 25 Tactical Trades for Earnings Season

By ethonomics on July 13, 2022, 1:34 p.m.
Tagged topics: upside to estimates , downside to estimates

Views: 44, Votes: 7, Responses: 1, Attachments: 1
Retail

+34 pts



How much retail earnings estimates have come down so far; Key takeaways from IR/mgmt

By ethonomics on July 11, 2022, 5:42 p.m.
Tagged topics: downside to estimates

Views: 22, Votes: 3, Responses: 0, Attachments: 1
US Macro

+10 pts



First, the YoY earnings growth rates for S&P 500 in 2021 Q1 and Q2 are 54% and 90%, respectively. Even for 2021ā€™s Q3 and Q4,...

By ntanminchen on June 30, 2022, 5:16 a.m.
Tagged topics: downside to estimates

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

+11 pts



This is a great report. The bullishness on estimates vs all the recession talk is the main reason Iā€™m very cautious on the market. Something...

By realmomobags on June 29, 2022, 6:02 a.m.
Tagged topics: downside to estimates

Views: 4, Votes: 2, Responses: 0, Attachments: 0
US Macro

+17 pts



Totally agree with the overestimate earning theory while a bear rally in Tech give a good entry point to short. And but some energy stock...

By wallstreetfront on June 29, 2022, 5:56 a.m.
Tagged topics: downside to estimates

Views: 28, Votes: 6, Responses: 0, Attachments: 0
US Macro

+52 pts



Consensus profit margin forecasts have further to fall

By ethonomics on June 28, 2022, 4:34 p.m.
Tagged topics: downside to estimates

Views: 54, Votes: 7, Responses: 3, Attachments: 1
DOW , LYB , MEOH , OLN , WLK

+32 pts



Chemicals Industry Faces Powerful Headwinds In Coming Quarters ā€“ Impact Expanding

By puckerman17 on June 14, 2022, 12:40 p.m.
Tagged topics: downside to estimates

Views: 11, Votes: 3, Responses: 0, Attachments: 1
BABA , PDD , JD , VIPS , DDL , DADA

+32 pts



April 2022 online sales tracker: Worse than expected decline due to lockdown impact

By realjoe on May 16, 2022, 12:06 p.m.
Tagged topics: China , eCommerce , downside to estimates

Views: 131, Votes: 2, Responses: 0, Attachments: 1
BABA

+34 pts



$BABA - analysts see downside risk to estimates through June quarter from COVID resurgence

By bbern3 on April 6, 2022, 11:48 a.m.
Tagged topics: downside to estimates

Views: 131, Votes: 2, Responses: 0, Attachments: 1
SQ

+41 pts



$SQ - street EBITDA estimates may still be too high; management's initial 2022 commentary likely cautious

By josiebe on Feb. 7, 2022, 3:05 p.m.
Tagged topics: earnings preview , downside to estimates

Views: 50, Votes: 4, Responses: 0, Attachments: 1
AMD , ANTM , BA , BX , FCX , ABNB , DNUT

+42 pts



Names with the biggest earnings revision upward ($AMD $ANTM $BA $BX $FCX) and downward ($ABNB $DNUT) into earnings season

By ethonomics on Jan. 12, 2022, 3:44 p.m.
Tagged topics: upside to estimates , downside to estimates

Views: 220, Votes: 5, Responses: 0, Attachments: 1
BABA

+36 pts



$BABA - street expectations into Q4 may be too high

By puckerman17 on Jan. 10, 2022, 4:43 p.m.
Tagged topics: analyst lowers estimates , downside to estimates

Views: 173, Votes: 3, Responses: 0, Attachments: 1
PLTR

+48 pts



$PLTR - a potentially overstated deal in public data could lead to a disappointing Q3

By realjoe on Nov. 3, 2021, 12:54 p.m.
Tagged topics: software , earnings preview , downside to estimates

Views: 387, Votes: 6, Responses: 0, Attachments: 1
BABA

+34 pts



$BABA - JP Morgan turns more cautious on Alibaba's domestic #ecommerce growth

By puckerman17 on Sept. 30, 2021, 11:13 a.m.
Tagged topics: China , regulatory environment , eCommerce , JP Morgan , downside to estimates

Views: 166, Votes: 2, Responses: 0, Attachments: 2
PLUG , BLDP

+39 pts



Piper Sandler upgrades $PLUG on valuation and hydrogen momentum, but sees downside to $BLDP street estimates

By cassie on Sept. 23, 2021, 2:29 p.m.
Tagged topics: analyst upgrade , Piper Sandler , hydrogen fuel cell , downside to estimates

Views: 180, Votes: 3, Responses: 0, Attachments: 2
BYND

+32 pts



$BYND - analysts believe aggressive investments and resurgent COVID concerns likely to limit stock's upside

By junkfoodlover on Aug. 6, 2021, 2:11 p.m.
Tagged topics: plant based meat , JP Morgan , Canaccord Genuity , downside to estimates , Delta variant

Views: 151, Votes: 1, Responses: 0, Attachments: 4
GM

+31 pts



$GM - RBC estimates full-size pickup downtime could impact ~18k units, adding to a tougher start for Q3 production

By cassie on July 22, 2021, 6:19 p.m.
Tagged topics: downside risk , semi shortage , downside to estimates

Views: 145, Votes: 2, Responses: 0, Attachments: 2