Latest ideas and analyses related to earnings miss

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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: 190, Votes: 1, Responses: 0, Attachments: 7
SNAP , TWTR , PINS

+10 pts



Pins has a large opportunity in international growth. US growth seems to have matured and key metric moving forward will be ARPU- a metric which...

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

+36 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: 194, Votes: 2, Responses: 0, Attachments: 12
RKT

+8 pts



Thank you to ever posted this. #don't buy the dip* #guidance* #home mortgages* #declining market*...

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: 191, 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: 181, 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: 265, 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: 194, Votes: 6, Responses: 0, Attachments: 7
PINS , TWTR , SNAP

+44 pts



$PINS - JP Morgan says higher ARPU will help offset PINS weaker user engagement as lockdowns ease, but prefer $TWTR and $SNAP

By labjordan on April 28, 2021, 1:49 p.m.
Tagged topics: ARPU growth , digital advertising , user engagement , JP Morgan , earnings miss , reopening fears , slower growth

Views: 201, Votes: 7, Responses: 1, Attachments: 8
INTC

+37 pts



$INTC - Goldman reiterates Sell rating post Q1, says PC demand and improving DCG will drive revenue growth but aggressive investments will weigh on margins and cash flows

By bbern3 on April 23, 2021, 3:07 p.m.
Tagged topics: margin pressure , Goldman Sachs , semiconductors , earnings miss , Pat Gelsinger , pressure cash flow , aggressive investments

Views: 231, Votes: 7, Responses: 0, Attachments: 7
NFLX , ROKU

+36 pts



$NFLX - street mixed on Netflix 2H outlook following Q1 miss; many see improvements while Needham says buyback signals end to growth, buy $ROKU instead

By mooreideas on April 21, 2021, 10:29 a.m.
Tagged topics: buybacks , streaming , growth stock no more , tough comps , Piper Sandler , Needham , earnings miss , weak guidance , uncertain outlook

Views: 197, Votes: 4, Responses: 0, Attachments: 26
W

+69 pts



$W - JP Morgan data suggests Wayfair will miss Q4 sales expectations for Thu's results

By josiebe on Feb. 22, 2021, 12:46 p.m.
Tagged topics: analyst checks , eCommerce , earnings preview , JP Morgan , earnings miss

Views: 163, Votes: 2, Responses: 0, Attachments: 7
TSLA

+39 pts



$TSLA - analysts call the Q4 results 'noisy', see no change to Tesla's long-term potential, expect a 'pivotal year ahead' poised for strong growth driven by Model Y. Buy the dip?

By cassie on Jan. 28, 2021, 10:30 a.m.
Tagged topics: China , electric vehicles , post earnings , analyst reactions , earnings miss

Views: 238, Votes: 4, Responses: 0, Attachments: 48