Latest ideas and analyses related to guidance

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UPS

+30 pts



$UPS - RayJay says UPS is a 'Strong Buy' because of the shift toward ecommerce and solid pricing environment

By cassie on June 10, 2021, 12:04 p.m.
Tagged topics: guidance , analyst day , eCommerce , Raymond James , high expectations , last mile delivery

Views: 84, Votes: 1, Responses: 0, Attachments: 3
RKT

+8 pts





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
NIO , XPEV , LI

+35 pts



Keep posting about these 3

By canadaruss1 on Feb. 24, 2021, 10:47 a.m.
Tagged topics: guidance , positive catalyst , earnings preview , Deutsche Bank , semi shortage

Views: 1, Votes: 1, Responses: 0, Attachments: 0
NIO , XPEV , LI

+73 pts



$NIO, $XPEV, $LI - next week could be the catalyst we need, Deutsche see volume upside to all 3 names, says NIO and XPEV seeing minimal to no impact from chip shortage

By cassie on Feb. 23, 2021, 2:46 p.m.
Tagged topics: guidance , positive catalyst , earnings preview , Deutsche Bank , semi shortage

Views: 95, Votes: 2, Responses: 1, Attachments: 7
WMT

+71 pts



$WMT - JP Morgan expects on Feb 18 analyst day a wider range of guidance with EPS at the top end of street estimates

By ethonomics on Feb. 12, 2021, 1:15 p.m.
Tagged topics: guidance , analyst day , earnings preview , PhonePe , JP Morgan

Views: 109, Votes: 1, Responses: 0, Attachments: 10
F

+67 pts



$F - JP Morgan meeting notes suggests semi shortage may see relief in 2Q, earlier than guidance (meeting notes)

By cassie on Feb. 12, 2021, 10:56 a.m.
Tagged topics: guidance , management commentary , JP Morgan , semiconductors , semi shortage

Views: 1081, Votes: 1, Responses: 0, Attachments: 17
DIS

+39 pts



$DIS - JP Morgan says Disney+ subscriber and profitability will be the focus of Investor Day on Dec 10

By mooreideas on Dec. 7, 2020, 11:56 a.m.
Tagged topics: guidance , Disney+ , investor day

Views: 124, Votes: 4, Responses: 0, Attachments: 7
BOX

+32 pts



$BOX - Q3 results beat expectations but Q4 guidance just shy due to COVID related headwinds

By realjoe on Dec. 2, 2020, 1:15 a.m.
Tagged topics: guidance , earnings results , COVID-19

Views: 44, Votes: 2, Responses: 0, Attachments: 6
WDAY

+30 pts



$WDAY - Goldman says solid Q3 likely overshadowed by tepid backlog guidance, ups target to $250 and keeps Buy rating

By realjoe on Nov. 20, 2020, 12:21 a.m.
Tagged topics: valuations , guidance , earnings results

Views: 42, Votes: 2, Responses: 0, Attachments: 8
NVDA

+34 pts



$NVDA - Raymond James raises target to $600 on strong Q4 guidance, says Mellanox concerns "simply noise"

By bbern3 on Nov. 19, 2020, 4:30 p.m.
Tagged topics: guidance , analyst raises estimates , Mellanox , supply constrained

Views: 60, Votes: 3, Responses: 0, Attachments: 4