Latest ideas and analyses related to lowered expectations

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CRM

+22 pts



A Macro Speed Bump or Something More?

By mooreideas on Aug. 25, 2022, 10:24 a.m.
Tagged topics: lowered expectations

Views: 26, Votes: 7, Responses: 0, Attachments: 1
PTON

+2 pts



Thank you for this!...

By lejooon on Nov. 5, 2021, 5:15 p.m.
Tagged topics: downside risk , reopening fears , workout from home during pandemic , lowered expectations

Views: 1, Votes: 2, Responses: 0, Attachments: 0
PTON

+53 pts



$PTON - expectations now significantly lowered but is it low enough given the high variability in growth outlook?

By phenphen on Nov. 5, 2021, 5 p.m.
Tagged topics: downside risk , reopening fears , workout from home during pandemic , lowered expectations

Views: 251, Votes: 9, Responses: 1, Attachments: 4
NKE

+1 pts



Thank forthe report. NKE seems overreacting to the results....

By Melyche on Sept. 26, 2021, 12:54 p.m.
Tagged topics: lowered expectations , sales miss , supply chain disruption

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

+39 pts



$NKE - Sales and EBIT Miss, but EPS Beat on Lower Tax Rate

By beat_the_street on Sept. 24, 2021, 10:55 p.m.
Tagged topics: lowered expectations , sales miss , supply chain disruption

Views: 76, Votes: 4, Responses: 1, Attachments: 2
ENPH

+39 pts



$ENPH - Goldman says pullback is a buying opportunity as strong demand, margin improvement, and lowered expectations set up stock to move higher

By phenphen on April 28, 2021, 4:04 p.m.
Tagged topics: margin improvement , supply constrained , Goldman Sachs , clean energy , strong demand , earnings miss , solar power , buy the dip , lowered expectations

Views: 194, Votes: 6, Responses: 0, Attachments: 7