Latest ideas and analyses related to margin expansion

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STM

+31 pts



$STM Autos and Industrial to drive growth to 2027

By labjordan on May 13, 2022, 12:16 p.m.
Tagged topics: margin expansion

Views: 16, Votes: 1, Responses: 0, Attachments: 1
ABNB

+1 pts



thanks...

By i_sarut on Nov. 9, 2021, 6:21 a.m.
Tagged topics: margin expansion , travel recovery , long-term growth

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

+51 pts



$ABNB is firmly on path to strong long-term growth & margin expansion, despite a likely uneven recovery, demonstrating the power of a great brand

By josiebe on Nov. 5, 2021, 5:25 p.m.
Tagged topics: margin expansion , travel recovery , long-term growth

Views: 325, Votes: 9, Responses: 1, Attachments: 3
US Macro

+1 pts



Thanks for this!...

By uniqueerique on Nov. 4, 2021, 4:22 a.m.
Tagged topics: margin expansion , pricing power , earnings results , automation , inflation

Views: 2, Votes: 1, Responses: 0, Attachments: 0
US Macro

+61 pts



Q3 earnings seasons evidence supply-driven inflation, corporate pricing power, a healthy consumer, and increased automation

By ethonomics on Nov. 3, 2021, 10:50 a.m.
Tagged topics: margin expansion , pricing power , earnings results , automation , inflation

Views: 202, Votes: 19, Responses: 1, Attachments: 1
CRM

+66 pts



$CRM - sustainable revenue growth and margin expansion should support a more durable premium multiple

By junkfoodlover on Nov. 1, 2021, 1:37 p.m.
Tagged topics: margin expansion , digital transformation , upside to estimates

Views: 217, Votes: 30, Responses: 0, Attachments: 1
SPOT

+11 pts



Spotify continues to capture more DAU/MAU over time and has not fully monetize its revenue spaces yet. Spotify has podcast segment which it can continue...

By Gh on Nov. 1, 2021, 10:36 a.m.
Tagged topics: MAU , margin expansion , podcasting , music streaming

Views: 4, Votes: 2, Responses: 0, Attachments: 0
SPOT

+43 pts



$SPOT - success in podcasting and marketplace suggests inflection on margins just around the corner

By rIsILAwr on Oct. 29, 2021, 5:21 p.m.
Tagged topics: MAU , margin expansion , podcasting , music streaming

Views: 80, Votes: 5, Responses: 1, Attachments: 1
TSLA

+10 pts



The 2025 revenue projection looks super conservative, given Tesla's guidance is 50% CAGR 2025 revenues would be at least 220-240 billion $ (2x the current...

By Previous_Answer_9660 on Oct. 24, 2021, 10:44 p.m.
Tagged topics: margin expansion , electric vehicles , big data , competitive advantage , Oppenheimer

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

+1 pts



Buying Tesla - Multibagger until 2040...

By Previous_Answer_9660 on Oct. 24, 2021, 9:52 p.m.
Tagged topics: margin expansion , electric vehicles , big data , competitive advantage , Oppenheimer

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

+5 pts



This was a great piece of research for sure. I will try to post my research too. Thank you very much for sharing. I look...

By uniqueerique on Oct. 21, 2021, 4:18 p.m.
Tagged topics: margin expansion , electric vehicles , big data , competitive advantage , Oppenheimer

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

+10 pts



Continues to be a clear leader of EV, interesting if the company could get involved in the insurance business, that would be quite the disruption...

By Supersaverguy on Oct. 21, 2021, 1:08 p.m.
Tagged topics: margin expansion , software , electric vehicles , Piper Sandler

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

+43 pts



$TSLA - Oppenheimer says Tesla has a huge data advantage, and the results are proving it

By cassie on Oct. 21, 2021, 11:40 a.m.
Tagged topics: margin expansion , electric vehicles , big data , competitive advantage , Oppenheimer

Views: 63, Votes: 2, Responses: 3, Attachments: 2
TSLA

+40 pts



$TSLA - Piper Sandler believes margin still 'far below' Tesla's potential

By cassie on Oct. 21, 2021, 11:37 a.m.
Tagged topics: margin expansion , software , electric vehicles , Piper Sandler

Views: 208, Votes: 2, Responses: 1, Attachments: 2
TSLA

+33 pts



$TSLA - RBC says profitability creates long-term advantage but margin likely at near-term peak

By cassie on Oct. 21, 2021, 11:35 a.m.
Tagged topics: margin expansion , Elon Musk , electric vehicles , analyst raises target , RBC

Views: 48, Votes: 2, Responses: 0, Attachments: 2
US Macro , Global Macro

+47 pts



Goldman says if real rates continue to rise, margin expansion will be a bigger driver of stock performance than sales growth

By ethonomics on Oct. 15, 2021, 12:56 p.m.
Tagged topics: valuations , margin expansion , Goldman Sachs , growth vs profitability

Views: 167, Votes: 7, Responses: 0, Attachments: 2
TSLA

+2 pts



more and more analysts in or around the $1000 PT camp...

By Tubularpizza on Oct. 8, 2021, 12:58 p.m.
Tagged topics: margin expansion , electric vehicles , earnings preview , analyst raises target , Canaccord Genuity

Views: 5, Votes: 2, Responses: 0, Attachments: 0
TSLA

+47 pts



$TSLA - Canaccord raises target to $940 on potential upside to Q3 margins

By cassie on Oct. 8, 2021, 11:54 a.m.
Tagged topics: margin expansion , electric vehicles , earnings preview , analyst raises target , Canaccord Genuity

Views: 493, Votes: 9, Responses: 1, Attachments: 2
UBER

+40 pts



Goldman sees $UBER as a secular grower with margin expansion story, as more normalized environment emerges

By realjoe on Sept. 24, 2021, 11:15 a.m.
Tagged topics: margin expansion , ride share , secular growth , food delivery , Goldman Sachs

Views: 232, Votes: 3, Responses: 0, Attachments: 2
TSM

+37 pts



$TSMC - Goldman says 'clear EBITDA margin expansion on the way'

By bbern3 on Aug. 12, 2021, 8:05 p.m.
Tagged topics: buying opportunity , margin expansion , Goldman Sachs , semiconductors , Taiwan

Views: 344, Votes: 4, Responses: 0, Attachments: 2