Latest ideas and analyses related to Jefferies

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NFLX

+32 pts



$NFLX - Jefferies says Netflix Games creates more opportunities than risks for game-platforms

By junkfoodlover on July 26, 2021, 11:09 a.m.
Tagged topics: gaming , video games , Jefferies , friend or foe

Views: 237, Votes: 1, Responses: 0, Attachments: 2
EA , ATVI

+31 pts



$EA - Jefferies says EA Play Live was 'light on surprises', Battlefield impressive but unlikely to take share from CoD

By josiebe on July 23, 2021, 1:41 a.m.
Tagged topics: Call of Duty , video games , Jefferies , Battlefield 2042 , EA Play Live

Views: 63, Votes: 1, Responses: 0, Attachments: 2
FB , GOOGL , SNAP , TWTR

+32 pts



Jefferies sees strong digital ad backdrop, but believes $FB has the most upside, also constructive on $GOOGL

By labjordan on July 20, 2021, 2:17 p.m.
Tagged topics: valuations , digital advertising , earnings preview , social media , Jefferies

Views: 98, Votes: 3, Responses: 0, Attachments: 19
AAPL

+31 pts



$AAPL - Jefferies raises CY21 iPhone forecast by 13% on share gains and anticipation of a strong upgrade cycle

By mooreideas on July 20, 2021, 1:24 p.m.
Tagged topics: iPhone shipments , analyst raises estimates , Jefferies , iPhone 13 , iPhone upgrade cycle

Views: 1336, Votes: 1, Responses: 0, Attachments: 5
NFLX

+31 pts



$NFLX - Jefferies expects Q2 to be a 'non-event' and clears the way for 2H subscriber growth acceleration

By junkfoodlover on July 19, 2021, 12:31 p.m.
Tagged topics: streaming , earnings preview , Jefferies

Views: 103, Votes: 1, Responses: 0, Attachments: 10
TSLA , NIO , XPEV , LI

+38 pts



China EV sales more than doubled to an all-time-high in June despite an 11% decline in overall auto sales

By cassie on July 15, 2021, 11:44 a.m.
Tagged topics: China , electric vehicles , Jefferies

Views: 230, Votes: 5, Responses: 0, Attachments: 30
PYPL , SHOP

+1 pts





By rogoman on July 15, 2021, 8:07 a.m.
Tagged topics: growing competition , eCommerce , fintech , Jefferies

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SHOP , PYPL

+36 pts



$PYPL, $SHOP - Jefferies sees little risk of PayPal losing default status as checkout option, but says Shop Pay could become a 'frenemy'

By phenphen on July 14, 2021, 1:48 p.m.
Tagged topics: growing competition , eCommerce , fintech , Jefferies

Views: 135, Votes: 3, Responses: 1, Attachments: 8
Clean Energy

+35 pts



Jefferies-hosted expert says hydrogen is not the solution to global decarbonization; solution lies in widely-connected grids, renewables, and battery tech

By cassie on July 12, 2021, 11:37 a.m.
Tagged topics: battery technology , expert analysis , Jefferies , decarbonization , renewables

Views: 164, Votes: 4, Responses: 0, Attachments: 22
W

+30 pts



$W - Jefferies lowers sales estimates but raises margin estimates as their checks show no signs of higher discounting

By josiebe on July 9, 2021, 3:48 p.m.
Tagged topics: analyst checks , margin improvement , eCommerce , earnings preview , Jefferies

Views: 75, Votes: 1, Responses: 0, Attachments: 6