Latest ideas and analyses related to positive catalyst

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PLUG

+34 pts



$PLUG - Barclays (bear) says Oct 14 Symposium likely a positive catalyst, upgrades stock to EW

By cassie on Oct. 8, 2021, 11:40 a.m.
Tagged topics: low expectations , positive catalyst , analyst upgrade , Barclays , hydrogen fuel cell

Views: 208, Votes: 2, Responses: 0, Attachments: 2
NFLX

+36 pts



$NFLX - Stifel sees catalysts ahead, raises target to $650

By junkfoodlover on Sept. 22, 2021, 12:33 p.m.
Tagged topics: positive catalyst , streaming , subscriber growth , analyst raises target , Stifel

Views: 355, Votes: 3, Responses: 0, Attachments: 2
SJR.B , SJR , RCI.B , RCI

+30 pts



$SJR - Morgan Stanley raises target on increased confidence in merger deal with $RCI receiving approval

By josiebe on Sept. 17, 2021, 10:11 a.m.
Tagged topics: positive catalyst , mergers and acquisitions , Morgan Stanley , Canadian Telecom

Views: 150, Votes: 1, Responses: 0, Attachments: 2
DELL

+31 pts



$DELL - Goldman sees near-term value unlock opportunity, adds stock to their Conviction List

By ethonomics on Sept. 14, 2021, 12:19 p.m.
Tagged topics: buying opportunity , positive catalyst , deleverage , Goldman Sachs , conviction buy

Views: 134, Votes: 1, Responses: 0, Attachments: 2
XPEV

+31 pts



$XPEV - Deutsche expects Q4 will be a big catalyst, with all three vehicles likely to have robust sales

By cassie on Aug. 27, 2021, 6:38 p.m.
Tagged topics: positive catalyst , China , electric vehicles , Deutsche Bank

Views: 180, Votes: 1, Responses: 0, Attachments: 2
PLUG

+1 pts



Definitely one to watch but sidelines for now. Long fall if it doesn't execute....

By Supersaverguy on Aug. 12, 2021, 12:04 p.m.
Tagged topics: valuations , positive catalyst , margin improvement , earnings results , Piper Sandler , hydrogen fuel cell

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

+38 pts



$PLUG - Piper Sandler sees strong growth in 2H, says margin improvement and Oct symposium next catalysts

By cassie on Aug. 11, 2021, 11:07 a.m.
Tagged topics: valuations , positive catalyst , margin improvement , earnings results , Piper Sandler , hydrogen fuel cell

Views: 166, Votes: 3, Responses: 1, Attachments: 2
AMZN

+39 pts



$AMZN - with multiples back at historical trough and investment spend priced in, Morgan Stanley sees catalysts to turn investor sentiments

By mooreideas on Aug. 9, 2021, 11:15 a.m.
Tagged topics: buying opportunity , positive catalyst , eCommerce , Morgan Stanley , attractive valuation

Views: 202, Votes: 4, Responses: 0, Attachments: 2
NET

+40 pts



$NET - despite the rich valuation, Piper Sandler says Cloudflare is a secular winner you should own for multiple years

By josiebe on Aug. 6, 2021, 12:07 p.m.
Tagged topics: positive catalyst , premium valuation , Piper Sandler , cloud adoption , secular winner

Views: 268, Votes: 4, Responses: 0, Attachments: 2
COUP

+30 pts



$COUP - Goldman expect analyst day and earnings to be positive catalysts, see improvement in organic billings momentum

By realjoe on July 9, 2021, 3:30 p.m.
Tagged topics: positive catalyst , analyst day , earnings preview

Views: 209, Votes: 2, Responses: 0, Attachments: 4
AAPL

+34 pts



$AAPL - Morgan Stanley says concerns of a modest 'S' upgrade cycle overblown, see catalysts more back-end loaded this year

By mooreideas on June 24, 2021, 11:13 a.m.
Tagged topics: positive catalyst , Morgan Stanley , concerns overblown , iPhone upgrade cycle

Views: 201, Votes: 2, Responses: 0, Attachments: 18
CRM

+33 pts



$CRM - Jefferies raises target to $300 following 'massive' quarter, sees more positive catalysts in 2H

By junkfoodlover on May 28, 2021, 11:25 a.m.
Tagged topics: positive catalyst , earnings results , analyst raises target , beat and raise , Jefferies

Views: 245, Votes: 1, Responses: 0, Attachments: 4
PAYC

+1 pts



Great article! Paycom is re-opening play on hiring....

By anon7828 on May 27, 2021, 12:18 a.m.
Tagged topics: positive catalyst , analyst checks , Oppenheimer , buy the dip , market sentiments , upside to estimates , attractive valuation , SaaS , limited downside

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

+2 pts



Thanks for sharing, very informative!...

By sepoffa on May 11, 2021, 12:21 p.m.
Tagged topics: buying opportunity , positive catalyst , clean energy , Roth Capital , hydrogen fuel cell , accounting restatement , overhang lifted

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

+36 pts



$PLUG - Roth Capital sees accounting overhang lifted and recommends buying stock for the 'abundant' catalysts in 2021

By cassie on May 11, 2021, 10:50 a.m.
Tagged topics: buying opportunity , positive catalyst , clean energy , Roth Capital , hydrogen fuel cell , accounting restatement , overhang lifted

Views: 199, Votes: 2, Responses: 1, Attachments: 3
BIDU

+10 pts



I think the real value for BIDU are #acquisition* they can make in China. I'm sure there is plenty of talent that can be #acquired...

By Noto on May 8, 2021, 12:30 a.m.
Tagged topics: buying opportunity , positive catalyst , acquisition , growing competition , autonomous vehicles , acquired for value

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

+39 pts



BIDU potential

By SRandA on May 7, 2021, 1:40 p.m.
Tagged topics: buying opportunity , positive catalyst , autonomous vehicles

Views: 106, Votes: 3, Responses: 1, Attachments: 0
F

+30 pts



$F - Jefferies says the contrast of Q1 beat and guidance cut is hard to reconcile, May 26 event will be a major test of management's 'street cred'

By cassie on May 3, 2021, 6 p.m.
Tagged topics: positive catalyst , cut guidance , electric vehicles , earnings beat , Jefferies , management credibility

Views: 190, Votes: 1, Responses: 0, Attachments: 4
F

+31 pts



$F - Deutsche sees near-term rally for Ford as favorable vehicle mix/pricing and savings likely to drive Q1 beat, and offset chip shortage impact

By cassie on April 22, 2021, 11:10 a.m.
Tagged topics: positive catalyst , analyst checks , investor day , electric vehicles , Deutsche Bank , cost restructuring , upside to estimates

Views: 254, Votes: 2, Responses: 0, Attachments: 1
DKNG , PENN , VICI , RRR , MGM

+32 pts



Goldman expects Arizona and accelerating sports calendar to reverse the pressures on OSB/iGaming stocks, recommends $DKNG, $PENN, and $VICI

By phenphen on April 21, 2021, 1:20 p.m.
Tagged topics: positive catalyst , analyst downgrade , sports betting , online gambling , Goldman Sachs , buy the dip , iGaming

Views: 221, Votes: 2, Responses: 0, Attachments: 10