Latest ideas and analyses related to earnings preview

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CRM

+44 pts



$CRM - Goldman sees upside to margins and guidance amidst a strong demand environment

By junkfoodlover on Aug. 18, 2021, 5:44 p.m.
Tagged topics: conservative guidance , earnings preview , Goldman Sachs , relationship management software , upside to estimates

Views: 120, Votes: 5, Responses: 1, Attachments: 2
NVDA

+39 pts



$NVDA - Oppenheimer sees upside to Q2 estimates driven by gaming growth despite constraints

By bbern3 on Aug. 12, 2021, 11:46 a.m.
Tagged topics: earnings preview , semiconductors , upside to estimates , structural growth

Views: 239, Votes: 5, Responses: 0, Attachments: 2
WMT , TGT

+1 pts





By hrhlordhector on Aug. 10, 2021, 10:46 a.m.
Tagged topics: low expectations , retail , eCommerce , earnings preview , Barclays , upside to estimates

Views: 1, Votes: 1, Responses: 0, Attachments: 0
WMT , TGT

+34 pts



$WMT - Barclays sees favorable setup into Q2 print next week given low investor expectations and likely conservative guide

By labjordan on Aug. 10, 2021, 9:40 a.m.
Tagged topics: low expectations , retail , eCommerce , earnings preview , Barclays , upside to estimates

Views: 92, Votes: 2, Responses: 1, Attachments: 2
ABNB , EXPE , BKNG , TRIP

+31 pts



Jefferies expects $ABNB and $EXPE benefited most from Q2 domestic travel recovery

By realjoe on Aug. 4, 2021, 3:10 p.m.
Tagged topics: analyst checks , earnings preview , travel recovery , Jefferies

Views: 100, Votes: 1, Responses: 0, Attachments: 2
MTCH , BMBL

+32 pts



$MTCH $BMBL - Jefferies expects big beats for online dating in Q2, but with conservative 2H guidance

By junkfoodlover on Aug. 3, 2021, 12:42 p.m.
Tagged topics: earnings preview , Jefferies , online dating , upside to estimates

Views: 121, Votes: 2, Responses: 0, Attachments: 2
EA

+31 pts



$EA - BMO expects Apex Legends to drive Q1 beat, sees resilient game engagement despite reopening

By junkfoodlover on Aug. 3, 2021, 11:59 a.m.
Tagged topics: Apex Legends , earnings preview , video games , BMO

Views: 118, Votes: 1, Responses: 0, Attachments: 2
ROKU

+32 pts



$ROKU - JP Morgan sees upside to estimates, but also warns that investor expectations into Q2 very high

By puckerman17 on Aug. 2, 2021, 4:02 p.m.
Tagged topics: streaming , digital advertising , earnings preview , JP Morgan , media

Views: 98, Votes: 1, Responses: 0, Attachments: 2
EA

+32 pts



$EA - Oppenheimer raises estimates on more bullish outlook for Battlefield 2042

By junkfoodlover on July 30, 2021, 12:47 p.m.
Tagged topics: earnings preview , analyst raises estimates , Oppenheimer , Battlefield 2042

Views: 104, Votes: 1, Responses: 0, Attachments: 2
PYPL

+33 pts



$PYPL - Morgan Stanley see 'modest upside' in Q2, remains bullish on secular tailwinds and 'Super App' aspirations

By phenphen on July 28, 2021, 12:02 p.m.
Tagged topics: earnings preview , Super App , fintech , Cash App , Morgan Stanley , Venmo , BNPL

Views: 116, Votes: 2, Responses: 0, Attachments: 2