Latest ideas and analyses related to earnings results

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MA

+31 pts



$MA - Barclays recommends buying the dip, encouraged by the ongoing momentum of the business

By ethonomics on April 29, 2021, 10:54 p.m.
Tagged topics: buying opportunity , weak margins , credit cards , earnings results , reopening , travel recovery , Barclays , buy the dip

Views: 176, Votes: 1, Responses: 0, Attachments: 6
EBAY , AMZN , ETSY

+32 pts



$EBAY - Jefferies says guide for moderating GMV growth in Q2 lowers confidence on recent initiatives, prefers $AMZN and $ETSY for ecommerce exposure

By phenphen on April 29, 2021, 1:54 p.m.
Tagged topics: valuations , Consumer spending , earnings results , GMV , eCommerce , Jefferies , weak guidance

Views: 178, Votes: 2, Responses: 0, Attachments: 4
QCOM

+46 pts



$QCOM - Morgan Stanley sees strong chipset environment persisting all year, sees upside to street estimates, raises target to $173

By labjordan on April 29, 2021, 1:26 p.m.
Tagged topics: earnings results , analyst raises target , Morgan Stanley , semiconductors , semi shortage , market sentiments , upside to estimates

Views: 193, Votes: 4, Responses: 3, Attachments: 6
F

+30 pts



$F - Deutsche says Ford's turnaround is gaining traction, and is well positioned for 'considerably higher profitability' in 2022 and beyond

By cassie on April 29, 2021, 11:59 a.m.
Tagged topics: earnings results , electric vehicles , analyst raises estimates , Deutsche Bank , ICE vs BEV , turnaround story

Views: 181, Votes: 1, Responses: 0, Attachments: 6
AAPL

+32 pts



$AAPL - Morgan Stanley says the strong Q2 may not eliminate demand pull-forward concerns, but de-risks F'22 estimates, believes demand will be stronger for longer

By mooreideas on April 29, 2021, 11:44 a.m.
Tagged topics: alleviate concerns , earnings results , pandemic spending , big tech , analyst raises target , beat and raise , tough comps , Morgan Stanley , strong demand

Views: 195, Votes: 2, Responses: 0, Attachments: 6
MSFT

+36 pts



$MSFT - Goldman raises target, reiterates Conviction List Buy rating on accelerating cloud share gains as enterprise markets digitize, says buy the dip

By phenphen on April 28, 2021, 12:31 p.m.
Tagged topics: buying opportunity , digital transformation , enterprise adoption , earnings results , analyst raises target , Goldman Sachs , buy the dip , cloud adoption , easier comps ahead

Views: 188, Votes: 3, Responses: 1, Attachments: 7
TSLA

+33 pts



$TSLA - bulls see another solid quarter and setup for a big year, while bears see core auto biz return to loss and premium valuation likely tested

By cassie on April 27, 2021, 11:19 a.m.
Tagged topics: valuations , growing competition , earnings results , battery technology , electric vehicles , Deutsche Bank , JP Morgan , bull vs bear , first mover advantage

Views: 343, Votes: 3, Responses: 0, Attachments: 16
SNAP

+31 pts



$SNAP - Oppenheimer says Snap has the pole position in AR advertising, sees it as a strong partner to AAPL/GOOGL competitors

By bbern3 on April 23, 2021, 3:02 a.m.
Tagged topics: digital advertising , augmented reality , DAU , earnings results , IDFA , analyst raises estimates , Oppenheimer

Views: 184, Votes: 2, Responses: 0, Attachments: 9
TSM , AMD , INTC , NVDA , QCOM , AAPL

+39 pts



$TSM - JP Morgan says investors should use near-term margin concerns as a buying opportunity, as long-term growth prospects are increasing clear

By bbern3 on April 15, 2021, 2:37 p.m.
Tagged topics: buying opportunity , gross margin , long-term story , earnings results , duopoly , JP Morgan , Taiwan , buy the dip , foundry industry

Views: 288, Votes: 2, Responses: 0, Attachments: 21
GME

+10 pts



Thanks for the great post. Can't disagree with the downgrade given the current valuation for a largely retail company in a largely digitized market. $NYSE:GME*...

By junkfoodlover on April 11, 2021, 1:07 p.m.
Tagged topics: digital transformation , earnings results , gaming console refresh , eCommerce , analyst lowers estimates , wallstreetbets

Views: 6, Votes: 1, Responses: 0, Attachments: 0
GME

+36 pts



$GME Ascendiant says Reddit trading surge likely to fade

By beat_the_street on April 11, 2021, 3:59 a.m.
Tagged topics: earnings results , analyst lowers estimates , wallstreetbets

Views: 211, Votes: 4, Responses: 1, Attachments: 10
MU

+34 pts



$MU - Needham says DRAM will benefit from 1-a and tight supply, raises target to $130 (from Apr 1 as requested)

By labjordan on April 9, 2021, 1 a.m.
Tagged topics: margin improvement , DRAM , earnings results , analyst raises target , Needham , 1-a DRAM , 176L NAND , tight supply

Views: 76, Votes: 3, Responses: 0, Attachments: 9
BB

+5 pts



Nice

By beat_the_street on March 30, 2021, 8:22 p.m.
Tagged topics: Q4 miss , earnings results , RBC , patent portfolio

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

+39 pts



$BB - RBC's first take on results "Q4 headlines below expectations"

By labjordan on March 30, 2021, 6:12 p.m.
Tagged topics: Q4 miss , earnings results , RBC , patent portfolio

Views: 198, Votes: 3, Responses: 1, Attachments: 1
BLNK

+31 pts



$BLNK - Roth Capital thinks Blink is 'intently focused on acquisitions' to supplement its international expansion

By cassie on March 26, 2021, 11:21 a.m.
Tagged topics: earnings results , international expansion , electric vehicles , charging infrastructure , mergers and acquisitions , Roth Capital

Views: 255, Votes: 1, Responses: 0, Attachments: 4
GME

+30 pts



$GME - Telsey reiterates GameStop's positives from new gaming cycle, board refresh, and strong balance sheet, but says the strategic plan too 'normal' and not as 'transformational' as hoped

By josiebe on March 24, 2021, 11:07 a.m.
Tagged topics: retail , earnings results , gaming console refresh , strong balance sheet , strategic transformation , Telsey

Views: 187, Votes: 1, Responses: 0, Attachments: 3
ACN

+6 pts



Nice

By beat_the_street on March 19, 2021, 12:08 p.m.
Tagged topics: digital transformation , earnings results , analyst raises target , mergers and acquisitions , Morgan Stanley , best in class

Views: 2, Votes: 3, Responses: 0, Attachments: 0
ACN

+39 pts



$ACN - Morgan Stanley says buy Accenture because it is positioned as a 'best-in-class platform-agnostic digital transformation play', raises target to $305

By rIsILAwr on March 19, 2021, 12:05 p.m.
Tagged topics: digital transformation , earnings results , analyst raises target , mergers and acquisitions , Morgan Stanley , best in class

Views: 208, Votes: 3, Responses: 2, Attachments: 9
DKNG

+35 pts



interesting

By drmikeinvest on March 14, 2021, 8:06 p.m.
Tagged topics: buying opportunity , TAM expansion , earnings results , online gambling

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

+43 pts



Interesting...

By mooreideas on March 12, 2021, 12:17 p.m.
Tagged topics: buying opportunity , TAM expansion , earnings results , online gambling

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