Latest ideas and analyses related to earnings beat

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
LULU

+11 pts



Stand-Out Is An Understatement

By mooreideas on Sept. 2, 2022, 2:31 p.m.
Tagged topics: earnings beat

Views: 5, Votes: 2, Responses: 0, Attachments: 1
PANW

+19 pts



$PANW 4Q22 Results – Firmly on the Path to $100 Billion

By mooreideas on Aug. 23, 2022, 1:28 p.m.
Tagged topics: earnings beat

Views: 22, Votes: 4, Responses: 0, Attachments: 1
WOLF

+18 pts



$WOLF Strong F4Q22 beat impressive, but outdone by big boost to long-term growth targets; Buy

By ethonomics on Aug. 18, 2022, 6:08 p.m.
Tagged topics: earnings beat

Views: 11, Votes: 3, Responses: 0, Attachments: 1
MELI

+34 pts



$MELI Another feather in MELI's cap, as 2Q22 beats again; reiterate Buy

By ethonomics on Aug. 4, 2022, 3:05 p.m.
Tagged topics: earnings beat

Views: 16, Votes: 3, Responses: 0, Attachments: 1
Video Games

+1 pts



Posted here https://street-guru.com/opinion/embrac-b_embracbst-solid-games-pipeline-to-drive-organic-growth-re-acceleration-albeit-with-back-end-loaded-fy23-as-requested_20220520_188/...

By ethonomics on May 20, 2022, 1:58 p.m.
Tagged topics: gaming , earnings beat , video games , Goldman Sachs , Barclays

Views: 3, Votes: 2, Responses: 0, Attachments: 0
Video Games

+2 pts



Looking for update from Barclays and Goldman Sachs for Embracer Group post earnings

By lejooon on May 20, 2022, 11:54 a.m.
Tagged topics: gaming , earnings beat , video games , Goldman Sachs , Barclays

Views: 25, Votes: 1, Responses: 1, Attachments: 0
ZS

+38 pts



$ZS Zscaler's 2Q 2022 Beat Consensus

By Btam on Feb. 27, 2022, 7:30 p.m.
Tagged topics: guidance , earnings results , earnings beat

Views: 49, Votes: 4, Responses: 0, Attachments: 1
DIS

+40 pts



$DIS - well deserved relief rally. Disney+ and Parks estimates likely have upside, content slate supports another price increase

By puckerman17 on Feb. 10, 2022, 10:46 a.m.
Tagged topics: earnings beat

Views: 179, Votes: 3, Responses: 0, Attachments: 2
AMZN

+14 pts



AWS alone worth 1 -1.5 trillion, you get the ad business and subscription services business almost for free. Along with the e-commerce business globally amazon...

By yrc7777 on Feb. 5, 2022, 12:44 a.m.
Tagged topics: margin improvement , earnings beat

Views: 6, Votes: 2, Responses: 0, Attachments: 0
AMZN

+57 pts



$AMZN - Q4 results assured investors that the 2022 growth acceleration & margin expansion story is real

By mooreideas on Feb. 4, 2022, 12:32 p.m.
Tagged topics: margin improvement , earnings beat

Views: 209, Votes: 9, Responses: 1, Attachments: 4
US Macro

+41 pts



Positive macro surprises and anchored real yields drive equity melt-up risk

By ethonomics on Nov. 9, 2021, 2:52 p.m.
Tagged topics: yield , earnings beat , unemployment

Views: 164, Votes: 6, Responses: 0, Attachments: 1
SHOP

+38 pts



$SHOP - Shopify shows no sign of post-COVID slowdown, positions as the global operating system for commerce, analysts admit downgrade as the wrong call

By phenphen on July 28, 2021, 3:44 p.m.
Tagged topics: eCommerce , earnings beat , secular growth , fintech , Piper Sandler , Oppenheimer , Raymond James , Canaccord Genuity , National Bank

Views: 215, Votes: 3, Responses: 0, Attachments: 10
F

+30 pts



$F - Jefferies says the contrast of Q1 beat and guidance cut is hard to reconcile, May 26 event will be a major test of management's 'street cred'

By cassie on May 3, 2021, 6 p.m.
Tagged topics: positive catalyst , cut guidance , electric vehicles , earnings beat , Jefferies , management credibility

Views: 190, Votes: 1, Responses: 0, Attachments: 4
SNAP , FB , GOOGL

+35 pts



$SNAP - Morgan Stanley says the reopening tailwinds for user engagement and monetization are a positive sign for $FB (social) and $GOOGL (maps)

By bbern3 on April 23, 2021, 3:19 p.m.
Tagged topics: digital advertising , augmented reality , user engagement , reopening , earnings beat , social media , Morgan Stanley , upside to estimates

Views: 215, Votes: 3, Responses: 0, Attachments: 9
AAPL

+40 pts



Thank You

By da.murillocontreras on Feb. 7, 2021, 3:58 a.m.
Tagged topics: 5G iPhone cycle , conservative guidance , earnings beat , post earnings

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AAPL

+44 pts



$AAPL - analysts see 5G iPhone super cycle gaining momentum, both bulls and bears raise targets despite lack of formal guidance for FQ2

By mooreideas on Jan. 28, 2021, 11:23 a.m.
Tagged topics: 5G iPhone cycle , conservative guidance , earnings beat , post earnings

Views: 159, Votes: 3, Responses: 1, Attachments: 84
TTD

+31 pts



$TTD - Jefferies expect big Q3 beat, but says it might already be priced in

By labjordan on Nov. 3, 2020, 12:54 a.m.
Tagged topics: analyst checks , priced in , earnings beat

Views: 115, Votes: 1, Responses: 0, Attachments: 1
SHOP

+30 pts



$SHOP - RBC believes Shopify's strong growth will last "well beyond" COVID

By puckerman17 on Oct. 29, 2020, 1:19 p.m.
Tagged topics: growth stock , COVID-19 , earnings beat

Views: 124, Votes: 1, Responses: 0, Attachments: 7
MTCH

+33 pts



$MTCH - finding love during the pandemic

By phenphen on Aug. 5, 2020, 8:04 a.m.
Tagged topics: valuations , Tinder , earnings beat

Views: 143, Votes: 2, Responses: 0, Attachments: 3