Latest ideas and analyses related to investor sentiments

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COIN

+10 pts





By realmomobags on Oct. 16, 2021, 9:41 a.m.
Tagged topics: cryptocurrency , fintech , Needham , investor sentiments

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

+31 pts



$ETSY - Jefferies (bull) acknowledges that the stock may be range-bound until year-end

By mooreideas on Sept. 21, 2021, 11:13 a.m.
Tagged topics: valuations , eCommerce , Jefferies , investor sentiments

Views: 113, Votes: 1, Responses: 0, Attachments: 2
MRNA

+31 pts



$MRNA - Jefferies expects the valuation debate between specialists and generalist investors to continue following R&D Day

By phenphen on Sept. 10, 2021, 10:10 a.m.
Tagged topics: TAM expansion , Jefferies , healthtech , covid vaccines , investor sentiments , R&D Day

Views: 92, Votes: 1, Responses: 0, Attachments: 2
COIN

+38 pts



$COIN - Needham does not foresee fee compression on the horizon, believes Coinbase can out-compete slower moving traditional companies

By realjoe on Aug. 31, 2021, 12:02 p.m.
Tagged topics: cryptocurrency , fintech , Needham , investor sentiments

Views: 115, Votes: 3, Responses: 1, Attachments: 2
COMM , CIEN , JNPR , VIAV , GLW , CSCO

+32 pts



JP Morgan highlights 6 stocks to leverage the upside from the ramping 5G investment cycle

By mooreideas on June 15, 2021, 7:12 p.m.
Tagged topics: buying opportunity , 5G investment cycle , JP Morgan , networking spend , investor sentiments

Views: 183, Votes: 1, Responses: 0, Attachments: 11
EXPE , BKNG , ABNB , ZG , RDFN , UBER , LYFT , DASH , CVNA , CARG

+31 pts



RBC highlights investors feedback on their Internet stock recommendations, from inflationary fears ($ZG $RDFN), profitability concerns ($UBER $LYFT $DASH), to duration of travel rebound ($ABNB $EXPE $BKNG)

By realjoe on June 3, 2021, 5:16 p.m.
Tagged topics: travel recovery , RBC , inflation fears , investor sentiments , profitability concerns

Views: 180, Votes: 1, Responses: 0, Attachments: 2
XPEV

+38 pts



$XPEV - Deutsche sees upside surprise to XPILOT adoption and gross margins after meeting with management

By cassie on May 21, 2021, 11:32 a.m.
Tagged topics: management commentary , China , autonomous vehicles , electric vehicles , non deal roadshow , Deutsche Bank , investor sentiments , XPILOT

Views: 176, Votes: 4, Responses: 0, Attachments: 3
XPEV , TSLA

+35 pts



$XPEV - we could be near the end of 'EV fatigue', Deutsche says Tesla's bad press in China could provide a 'perceived benefit' for domestic competitors

By cassie on May 17, 2021, 10:07 a.m.
Tagged topics: intensified competition , China , electric vehicles , Deutsche Bank , investor sentiments , EV fatigue

Views: 304, Votes: 2, Responses: 0, Attachments: 3
DKNG , PENN , UBER , DASH

+30 pts



$DKNG, $PENN - Needham is bullish on sports betting, but says many institutional investors are still on the fence, partly due to legislation hurdles

By phenphen on April 30, 2021, 3:40 p.m.
Tagged topics: regulatory environment , TAM expansion , sports betting , online gambling , Needham , investor sentiments

Views: 121, Votes: 1, Responses: 0, Attachments: 4