Latest ideas and analyses related to Oppenheimer

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FSLY , AKAM , NET

+31 pts



$FSLY - Oppenheimer downgrades stock after outage, says it would impact 2H growth

By josiebe on June 10, 2021, 11:17 a.m.
Tagged topics: outage , management departure , tough comps , risk to estimates , Oppenheimer , cloud service providers

Views: 83, Votes: 1, Responses: 0, Attachments: 4
COIN , V

+34 pts



$COIN - Oppenheimer sees strong case for bitcoin as inflation hedge and financial freedom, believes 'massive retail adoption' is coming

By realjoe on June 7, 2021, 11:31 a.m.
Tagged topics: analyst checks , non deal roadshow , cryptocurrency , fintech , Oppenheimer , ESG investors , retail adoption

Views: 116, Votes: 2, Responses: 0, Attachments: 3
GOOGL , MSFT , CRM , ZM , WORK , RNG , EGHT

+1 pts





By uniqueerique on June 5, 2021, 4:05 a.m.
Tagged topics: valuations , growing competition , work from home , analyst downgrade , Oppenheimer , video conferencing , UCaaS

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

+31 pts



$AVGO - Oppenheimer says Broadcom is better 'positioned than most' to secure supply during semi shortage, sees cloud/5G driving mid-teens growth

By bbern3 on June 4, 2021, 12:40 p.m.
Tagged topics: 5G investment cycle , earnings results , beat and raise , Oppenheimer , semiconductors , semi shortage

Views: 91, Votes: 1, Responses: 0, Attachments: 7
GENI

+1 pts





By rogoman on June 4, 2021, 7:42 a.m.
Tagged topics: regulatory approval , deep dive , sports betting , online gambling , Oppenheimer , sports data distribution

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

+31 pts



$ETSY - Oppenheimer says acquisition of Depop brings sticky and active Gen-Z users to better compete with $POSH and $TDUP

By josiebe on June 3, 2021, 11:58 a.m.
Tagged topics: eCommerce , mergers and acquisitions , Oppenheimer , Gen Z , online fashion marketplace , Depop

Views: 100, Votes: 1, Responses: 0, Attachments: 3
BYND

+30 pts



$BYND - Oppenheimer store checks indicate very aggressive pricing competition from Impossible Foods

By junkfoodlover on June 1, 2021, 10:03 a.m.
Tagged topics: price war , growing competition , plant based meat , Oppenheimer , store checks

Views: 103, Votes: 1, Responses: 0, Attachments: 13
ABNB

+1 pts





By anon7828 on May 28, 2021, 4:46 p.m.
Tagged topics: premium valuation , earnings results , analyst raises estimates , travel recovery , beat and raise , Oppenheimer

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

+1 pts





By rogoman on May 27, 2021, 1:35 p.m.
Tagged topics: earnings results , gaming , edge computing , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

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