Latest ideas and analyses related to earnings preview

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SQ

+34 pts



$SQ - Deutsche sees potential for Q2 revenue growth of 175% y/y from strong Bitcoin volumes

By realjoe on July 26, 2021, 11:02 a.m.
Tagged topics: earnings preview , Bitcoin , fintech , Cash App , Deutsche Bank

Views: 78, Votes: 2, Responses: 0, Attachments: 2
DKNG

+31 pts



$DKNG - Oppenheimer says data implies Q2 revenue 'materially above' estimates, but expect conservative Q3 guide

By phenphen on July 26, 2021, 10:50 a.m.
Tagged topics: earnings preview , sports betting , Oppenheimer , iGaming

Views: 67, Votes: 1, Responses: 0, Attachments: 2
AAPL

+34 pts



$AAPL - JP Morgan says iPhone and Services beat will increase confidence in the sustainability of Apple's upside

By mooreideas on July 23, 2021, 2:05 p.m.
Tagged topics: Services , earnings preview , JP Morgan , upside to estimates , iPhone upgrade cycle

Views: 410, Votes: 3, Responses: 0, Attachments: 2
MSFT

+31 pts



$MSFT - Goldman expects strong Q4, sees stock extending its outperformance as Commercial Cloud has potential to double its business

By mooreideas on July 23, 2021, 12:59 p.m.
Tagged topics: Azure , earnings preview , secular growth , Goldman Sachs , Office 365 , Commercial Cloud

Views: 88, Votes: 1, Responses: 0, Attachments: 2
SHOP

+31 pts



$SHOP - RBC data indicate ecommerce is decelerating less than feared, raises target to $1,800 ahead of Q2 results

By phenphen on July 23, 2021, 1:46 a.m.
Tagged topics: eCommerce , earnings preview , secular growth , fintech , RBC , reopening fears

Views: 138, Votes: 2, Responses: 0, Attachments: 2
TER , AAPL

+31 pts



$TER - Deutsche sees upside to Q2 estimates and Q3 guide from fall iPhone launch

By josiebe on July 23, 2021, 1:29 a.m.
Tagged topics: 5G iPhone cycle , earnings preview , Deutsche Bank , semiconductors , upside to estimates

Views: 445, Votes: 1, Responses: 0, Attachments: 2
TER , AAPL

+30 pts



$TER - Deutsche sees upside to Q2 estimates and Q3 guide from fall iPhone launch

By josiebe on July 23, 2021, 1:26 a.m.
Tagged topics: earnings preview , Deutsche Bank , semiconductors , upside to estimates , iPhone upgrade cycle

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

+30 pts



$TER - Deutsche sees upside to Q2 estimates and Q3 guide from fall iPhone launch

By josiebe on July 23, 2021, 1:06 a.m.
Tagged topics: earnings preview , Deutsche Bank , semiconductors , upside to estimates , iPhone upgrade cycle

Views: 4, Votes: 1, Responses: 0, Attachments: 2
TER , AAPL

+30 pts



$TER - Deutsche sees upside to Q2 estimates and Q3 guidance from fall iPhone launch

By josiebe on July 23, 2021, 1:01 a.m.
Tagged topics: earnings preview , Deutsche Bank , semiconductors , upside to estimates , iPhone upgrade cycle

Views: 2, Votes: 1, Responses: 0, Attachments: 2
GM , F

+32 pts



JP Morgan expect $GM and $F to 'handily surpass' Q2 and full year expectations, recommends buying on current discount valuations

By cassie on July 22, 2021, 3:57 p.m.
Tagged topics: discount valuation , electric vehicles , earnings preview , JP Morgan , transition from ICE to BEV

Views: 11266, Votes: 1, Responses: 0, Attachments: 2