Latest ideas and analyses related to Piper Sandler

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
IAC , VMEO

+30 pts



$IAC - Piper Sandler sees 'opportunistic entry point' for stock post $VMEO spin

By puckerman17 on June 11, 2021, 10:17 a.m.
Tagged topics: valuations , buying opportunity , analyst checks , spin-off , Piper Sandler , Vimeo spin

Views: 86, Votes: 1, Responses: 0, Attachments: 8
FIVN , RNG , ZM , NTNX , FFIV , CVLT , NET

+35 pts



Piper Sandler identifies top software picks for 2H following earnings season, driven by cloud communication, security secular shift, and gaming tailwinds

By labjordan on June 10, 2021, 1:06 p.m.
Tagged topics: gaming , software , analyst top pick , Piper Sandler , security software , cloud communication

Views: 108, Votes: 2, Responses: 0, Attachments: 12
RKT

+30 pts



$RKT - Piper Sandler views Rocket as a premium franchise, but also sees headwinds developing (deep dive)

By mooreideas on June 9, 2021, 10:35 a.m.
Tagged topics: premium valuation , deep dive , Piper Sandler , better entry point , mortgage origination

Views: 85, Votes: 1, Responses: 0, Attachments: 25
MRNA

+30 pts



$MRNA - Piper Sandler raises target to $246 as company files for teen COVID vaccine approval in EU and Canada

By phenphen on June 7, 2021, 6:02 p.m.
Tagged topics: Europe , analyst raises estimates , analyst raises target , Piper Sandler , covid vaccines , Canada

Views: 138, Votes: 1, Responses: 0, Attachments: 4
V , MA

+33 pts



$V, $MA - Piper Sandler upgrades Visa to OW on favorable US travel trends and valuation discount to Mastercard

By ethonomics on June 7, 2021, 1:30 p.m.
Tagged topics: discount valuation , travel recovery , analyst upgrade , fintech , Piper Sandler

Views: 114, Votes: 3, Responses: 0, Attachments: 5
PLUG

+1 pts





By sepoffa on June 3, 2021, 2:32 p.m.
Tagged topics: analyst checks , Europe , Piper Sandler , Renault JV , hydrogen fuel cell

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

+35 pts



$PLUG - makes continued progress building out its European business through Renault JV

By cassie on June 3, 2021, 12:06 p.m.
Tagged topics: analyst checks , Europe , Piper Sandler , Renault JV , hydrogen fuel cell

Views: 754, Votes: 2, Responses: 1, Attachments: 1
ALLY , SC

+31 pts



$ALLY, $SC - auto lending market very strong despite higher auto prices and limited inventory; ALLY and SC biggest beneficiaries

By phenphen on June 2, 2021, 1:56 p.m.
Tagged topics: price increase , fintech , Piper Sandler , auto supply shortages , auto lending

Views: 94, Votes: 1, Responses: 0, Attachments: 16
AMZN , NFLX , DIS

+11 pts





By Noto on May 26, 2021, 1:23 p.m.
Tagged topics: spin-off , growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

Views: 3, Votes: 2, Responses: 0, Attachments: 0
AMZN , NFLX , DIS

+34 pts



$AMZN, $NFLX, $DIS - MGM Studios strengthens Amazon's competitive position and could boost Prime, but may be a bigger issue for streaming competitors

By mooreideas on May 26, 2021, 12:54 p.m.
Tagged topics: growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

Views: 149, Votes: 2, Responses: 1, Attachments: 7