Latest ideas and analyses related to margin improvement

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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
PANW

+1 pts





By mourinhaplays on June 10, 2021, 8:30 p.m.
Tagged topics: multiple expansion , free cash flow , margin improvement , deep dive , Stifel , security software , upside to valuation

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

+1 pts





By rogoman on June 9, 2021, 2:07 p.m.
Tagged topics: buying opportunity , margin improvement , eCommerce , deep dive , Jefferies , buy the dip

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

+39 pts



$ETSY - Jefferies sees long-term EBITDA margin rising 1700+bps to 45%+ from operating leverage and marketing efficiency, says buy the dip (deep dive)

By josiebe on June 9, 2021, 8:36 a.m.
Tagged topics: buying opportunity , margin improvement , eCommerce , deep dive , Jefferies , buy the dip

Views: 196, Votes: 4, Responses: 1, Attachments: 13
NVDA

+11 pts





By anon7828 on May 27, 2021, 12:52 p.m.
Tagged topics: margin improvement , earnings results , gaming , edge computing , improving outlook , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

Views: 3, Votes: 2, Responses: 0, Attachments: 0
F

+30 pts



$F - street upbeat on Ford's announcements ahead of Capital Markets Day, suggests 'considerable improvement in profitability' and acceleration towards EV

By cassie on May 26, 2021, 10:22 a.m.
Tagged topics: margin improvement , electric vehicles , Deutsche Bank , RBC , Capital Markets Day

Views: 120, Votes: 1, Responses: 0, Attachments: 3
PANW

+35 pts



$PANW - Stifel sees high-teens growth and upside to valuation multiple in the current 'heightened threat landscape' (deep dive)

By junkfoodlover on May 25, 2021, 11:06 a.m.
Tagged topics: multiple expansion , free cash flow , margin improvement , deep dive , Stifel , security software , upside to valuation

Views: 119, Votes: 2, Responses: 1, Attachments: 26
PLTR

+5 pts





By ayesha on May 25, 2021, 12:53 a.m.
Tagged topics: partnership , margin improvement , earnings results , customer acquisition cost , Goldman Sachs

Views: 5, Votes: 1, Responses: 0, Attachments: 0
TSLA

+10 pts





By yrc7777 on May 22, 2021, 10:32 a.m.
Tagged topics: margin improvement , improving outlook , clean energy , Canaccord Genuity , solar power , energy storage , Powerwall , Megapack

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

+32 pts



$CRM - Morgan Stanley upgrades to Overweight, says Salesforce is about to get its mojo back

By junkfoodlover on May 19, 2021, 12:37 p.m.
Tagged topics: valuations , margin improvement , digital transformation , software , analyst upgrade , Morgan Stanley

Views: 136, Votes: 1, Responses: 0, Attachments: 16