Latest ideas and analyses related to earnings results

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GME

+30 pts



$GME - Q1 sales up 25% with acceleration in May, continues to fortify balance sheet, and announcement of new management came earlier than expected

By josiebe on June 10, 2021, 10:02 a.m.
Tagged topics: new management , balance sheet , earnings results , eCommerce , video games

Views: 90, Votes: 1, Responses: 0, Attachments: 2
CRWD

+1 pts





By rogoman on June 9, 2021, 8:28 a.m.
Tagged topics: earnings results , beat and raise , Needham , security software , ransomware attack

Views: 1, Votes: 1, Responses: 0, Attachments: 0
COUP

+5 pts





By rogoman on June 9, 2021, 3:32 a.m.
Tagged topics: earnings results , software , analyst lowers estimates , Morgan Stanley , analyst lowers target

Views: 1, Votes: 1, Responses: 0, Attachments: 0
COUP

+34 pts



$COUP - Morgan Stanley (bull) trims target to $381 after disappointing organic growth and lowered gross margin estimates

By ethonomics on June 8, 2021, 12:54 p.m.
Tagged topics: earnings results , software , analyst lowers estimates , Morgan Stanley , analyst lowers target

Views: 101, Votes: 2, Responses: 1, Attachments: 8
AVGO

+31 pts



$AVGO - Oppenheimer says Broadcom is better 'positioned than most' to secure supply during semi shortage, sees cloud/5G driving mid-teens growth

By bbern3 on June 4, 2021, 12:40 p.m.
Tagged topics: 5G investment cycle , earnings results , beat and raise , Oppenheimer , semiconductors , semi shortage

Views: 91, Votes: 1, Responses: 0, Attachments: 7
CRWD

+34 pts



$CRWD - street up targets after another beat-and-raise quarter as 'high threat environment' drive rapid adoption

By realjoe on June 4, 2021, 10:39 a.m.
Tagged topics: earnings results , beat and raise , Needham , security software , ransomware attack

Views: 92, Votes: 2, Responses: 1, Attachments: 28
VE

+33 pts



European Equity Strategy - Q1 2021 results: remain so much better than expected

By khuntori on June 2, 2021, 6:49 p.m.
Tagged topics: valuations , analyst checks , earnings results

Views: 19, Votes: 3, Responses: 0, Attachments: 19
ABNB

+1 pts





By anon7828 on May 28, 2021, 4:46 p.m.
Tagged topics: premium valuation , earnings results , analyst raises estimates , travel recovery , beat and raise , Oppenheimer

Views: 1, Votes: 1, Responses: 0, Attachments: 0
QCOM

+5 pts





By anon7828 on May 28, 2021, 2:26 p.m.
Tagged topics: earnings results , analyst raises target , Morgan Stanley , semiconductors , semi shortage , market sentiments , upside to estimates

Views: 1, Votes: 1, Responses: 0, Attachments: 0
DELL

+30 pts



$DELL - Barclays impressed by record Q1 sales, but see supply constraints and tougher comps ahead

By ethonomics on May 28, 2021, 12:19 p.m.
Tagged topics: conservative guidance , earnings results , IT spending , supply constrained , tough comps , Barclays

Views: 398, Votes: 1, Responses: 0, Attachments: 4