Latest ideas and analyses related to earnings miss

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SAM

+32 pts



$SAM - Goldman says investors will question SAM's growth strategy after this big Q2 miss, downgrades to Neutral, lowers target to $675

By labjordan on July 23, 2021, 10:44 a.m.
Tagged topics: analyst lowers estimates , analyst downgrade , Goldman Sachs , earnings miss , hard seltzer

Views: 76, Votes: 1, Responses: 0, Attachments: 2
SPLK

+32 pts



$SPLK - Goldman says to look through near-term 'bumps along the road', buy the dip on strong long-term fundamentals and '50% discount'

By realjoe on June 3, 2021, 11:17 a.m.
Tagged topics: near term vs long term , Goldman Sachs , earnings miss , buy the dip , cloud transition

Views: 133, Votes: 2, Responses: 0, Attachments: 7
RIDE

+30 pts



$RIDE - Morgan Stanley lowers target to $8 after Q1's larger than expected loss as company struggles to find traction

By cassie on May 25, 2021, 11:31 a.m.
Tagged topics: growing competition , earnings results , electric vehicles , Morgan Stanley , earnings miss , cash burn

Views: 110, Votes: 1, Responses: 0, Attachments: 7
SNAP , TWTR , PINS

+10 pts





By yrc7777 on May 23, 2021, 11:32 a.m.
Tagged topics: ARPU growth , digital advertising , user engagement , JP Morgan , earnings miss , social discovery , reopening fears , slower growth

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

+35 pts



$DIS - the streaming subs miss changes nothing...I'd buy the dip

By puckerman17 on May 14, 2021, 10:12 a.m.
Tagged topics: buying opportunity , Disney+ , streaming , Goldman Sachs , Morgan Stanley , earnings miss , buy the dip , high expectations , reopening beneficiaries

Views: 123, Votes: 2, Responses: 0, Attachments: 12
RKT

+8 pts





By jrtonyday on May 6, 2021, 11:55 p.m.
Tagged topics: guidance , near term vs long term , price war , don't buy the dip , earnings results , Jefferies , earnings miss , home mortgages , temporary setback , declining market

Views: 8, Votes: 4, Responses: 0, Attachments: 0
RKT

+36 pts



$RKT - Jefferies says broker war headwinds are likely temporary, see 'solid visibility' to >$2 per share EPS next year

By mooreideas on May 6, 2021, 6:17 p.m.
Tagged topics: near term vs long term , price war , earnings results , Jefferies , earnings miss , home mortgages , temporary setback

Views: 123, Votes: 2, Responses: 1, Attachments: 5
ETSY

+31 pts



$ETSY - Morgan Stanley (bear) reiterates rich valuation unsustainable following much weaker than expected Q2 guidance implying rapid deceleration

By josiebe on May 6, 2021, 11:39 a.m.
Tagged topics: eCommerce , tough comps , Morgan Stanley , earnings miss , reopening fears , rich valuations , COVID beneficiary , growth deceleration

Views: 113, Votes: 1, Responses: 0, Attachments: 10
RKT

+33 pts



$RKT - with expectations lowered post Q1, Goldman suggests those comfortable with RKT's long-term investments could sees upside

By mooreideas on May 6, 2021, 11:09 a.m.
Tagged topics: expectations reset , long-term story , fintech , Goldman Sachs , earnings miss , Rocket Mortgage , home mortgages , rocket auto , Rocket Home

Views: 183, Votes: 2, Responses: 0, Attachments: 3
ENPH

+39 pts



$ENPH - Goldman says pullback is a buying opportunity as strong demand, margin improvement, and lowered expectations set up stock to move higher

By phenphen on April 28, 2021, 4:04 p.m.
Tagged topics: margin improvement , supply constrained , Goldman Sachs , clean energy , strong demand , earnings miss , solar power , buy the dip , lowered expectations

Views: 124, Votes: 6, Responses: 0, Attachments: 7