Latest ideas and analyses related to premium valuation

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FSLY

+32 pts



$FSLY - RBC sees long-term opportunity in Edge and Security, but believes the stock is fully valued (deep dive)

By josiebe on June 11, 2021, 10:51 a.m.
Tagged topics: premium valuation , deep dive , edge computing , RBC , security software

Views: 136, Votes: 2, Responses: 0, Attachments: 41
SNOW

+32 pts



$SNOW - Snowflake is targeting big growth, but questions linger over its TAM and margins

By labjordan on June 11, 2021, 10:33 a.m.
Tagged topics: margins , premium valuation , growth stock , TAM expansion , software , Needham

Views: 113, Votes: 1, Responses: 0, Attachments: 7
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: 107, Votes: 1, Responses: 0, Attachments: 25
CRWD

+31 pts



$CRWD - Jefferies sees Q1 ARR growth beating expectations, raises target to $255, says scarcity supports stock's premium valuation

By realjoe on June 2, 2021, 1:20 p.m.
Tagged topics: premium valuation , software , earnings preview , analyst raises target , Jefferies

Views: 117, Votes: 1, Responses: 0, Attachments: 6
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
SHOP

+1 pts





By rogoman on May 25, 2021, 11:01 a.m.
Tagged topics: premium valuation , TAM expansion , GMV , eCommerce , deep dive , fintech , Stifel , entrepreneurs , SMBs

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

+1 pts





By tokyotwin on May 17, 2021, 4:30 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
ABNB

+39 pts



$ABNB - Oppenheimer says the strong Q1 reflects the flexibility in Airbnb's business, setting up for a favorable summer travel season

By realjoe on May 14, 2021, 10:46 a.m.
Tagged topics: premium valuation , earnings results , analyst raises estimates , travel recovery , beat and raise , Oppenheimer

Views: 130, Votes: 3, Responses: 2, Attachments: 5
SNOW

+32 pts



$SNOW - Needham says Snowflake's multi-cluster shared data architecture is a key differentiator with great market opportunity, but valuation is rich

By rIsILAwr on May 3, 2021, 11:53 a.m.
Tagged topics: valuations , strong fundamentals , premium valuation , software , deep dive , Needham , cloud , multi-cluster shared data architecture

Views: 101, Votes: 1, Responses: 0, Attachments: 41
SQ

+1 pts





By guccihammers on April 26, 2021, 11:09 p.m.
Tagged topics: premium valuation , growth stock , cryptocurrency , Bitcoin , analyst raises target , fintech , Cash App , Needham

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