Latest ideas and analyses related to multiple expansion

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CRM

+38 pts



$CRM margin expansion should set the stage for multiple re-rating

By ethonomics on June 2, 2022, 2:13 p.m.
Tagged topics: multiple expansion

Views: 154, Votes: 3, Responses: 0, Attachments: 1
BAC

+38 pts



$BAC - multiple expansion may have room to continue

By phenphen on Nov. 23, 2021, 11:26 a.m.
Tagged topics: multiple expansion

Views: 179, Votes: 6, Responses: 0, Attachments: 1
MTSI

+36 pts



LONG MTSI

By sgrant94920 on Nov. 12, 2021, 10:51 p.m.
Tagged topics: multiple expansion , supply chain constraints , positive end markets

Views: 71, Votes: 5, Responses: 0, Attachments: 0
PANW

+1 pts



Excellent Report, thanks for sharing!...

By toranjaa 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
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: 190, Votes: 2, Responses: 1, Attachments: 26
SYNA

+31 pts



$SYNA - Morgan Stanley bullish on IoT growth and implications on margin improvement, sees potential for multiple expansion

By mooreideas on April 6, 2021, 5:17 p.m.
Tagged topics: buying opportunity , multiple expansion , mix shift , margin improvement , Morgan Stanley , internet of things , IoT

Views: 303, Votes: 1, Responses: 0, Attachments: 11
ST

+30 pts



$ST - Morgan Stanley raises target to $72 on increasing EV traction, says secular tailwinds yet to be fully reflected in stock

By cassie on March 22, 2021, 11:05 a.m.
Tagged topics: buying opportunity , multiple expansion , electric vehicles , analyst raises target , Morgan Stanley , ICE vs BEV

Views: 223, Votes: 1, Responses: 0, Attachments: 10
HD

+32 pts



Accelerating growth from falling mortgage rates now priced in

By junkfoodlover on Aug. 24, 2019, 1:05 p.m.
Tagged topics: Q2 results , 2H , priced in , accelerating growth , multiple expansion , falling mortgage rates

Views: 176, Votes: 2, Responses: 0, Attachments: 0