Latest ideas and analyses related to non deal roadshow

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ADBE

+31 pts



$ADBE - Goldman says TAM expansion keeps Adobe firmly in growth mode

By rIsILAwr on Oct. 20, 2021, 6:09 p.m.
Tagged topics: management commentary , TAM expansion , non deal roadshow , Goldman Sachs

Views: 4, Votes: 1, Responses: 0, Attachments: 2
AFRM

+41 pts



$AFRM - #BNPL has become a 'must have' for merchants and platforms

By realjoe on Oct. 1, 2021, 5 p.m.
Tagged topics: non deal roadshow , fintech , Barclays

Views: 234, Votes: 3, Responses: 0, Attachments: 2
VZIO , ROKU

+32 pts



$VZIO - JP Morgan bullish on #SmartCast ARPU closing the gap with $ROKU after meeting with management

By puckerman17 on Sept. 27, 2021, 11:28 a.m.
Tagged topics: non deal roadshow , JP Morgan , SmartCast , ARPU upside

Views: 125, Votes: 1, Responses: 0, Attachments: 2
BABA

+1 pts





By Melyche on Sept. 20, 2021, 5:28 a.m.
Tagged topics: China , regulatory environment , eCommerce , non deal roadshow , JP Morgan

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

+41 pts



$BABA - JP Morgan believes the impact from new regulations are now fully priced in, and should be manageable

By puckerman17 on Sept. 17, 2021, 11:22 a.m.
Tagged topics: China , regulatory environment , eCommerce , non deal roadshow , JP Morgan

Views: 186, Votes: 4, Responses: 1, Attachments: 2
PLUG

+40 pts



$PLUG - JP Morgan raises target after hosting meetings with management, bullish on its leadership in the #HydrogenEconomy

By cassie on Sept. 17, 2021, 10:19 a.m.
Tagged topics: non deal roadshow , analyst raises target , JP Morgan , hydrogen fuel cell

Views: 140, Votes: 4, Responses: 0, Attachments: 2
AMD

+1 pts





By i_sarut on Sept. 17, 2021, 6:59 a.m.
Tagged topics: non deal roadshow , Deutsche Bank , semiconductors

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

+39 pts



$AMD - DB Tech Conference Takeaways

By bbern3 on Sept. 13, 2021, 5:43 p.m.
Tagged topics: non deal roadshow , Deutsche Bank , semiconductors

Views: 36, Votes: 3, Responses: 1, Attachments: 2
PYPL

+33 pts



$PYPL - management sounded bullish on recent pricing changes in meeting with Deutsche

By phenphen on Sept. 10, 2021, 11:34 a.m.
Tagged topics: management commentary , non deal roadshow , fintech , Deutsche Bank

Views: 130, Votes: 1, Responses: 0, Attachments: 2
BYND

+35 pts



$BYND - Goldman says management's tone seemed cautious on near-term outlook following recent meeting

By junkfoodlover on Sept. 3, 2021, 12:12 p.m.
Tagged topics: management commentary , plant based meat , non deal roadshow , Goldman Sachs

Views: 225, Votes: 2, Responses: 0, Attachments: 2