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Latest ideas and analyses related to risk to estimates
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$BYND - Piper Sandler believes Beyond's retail momentum is lagging expectations, sees risk to estimates in 2021, and downgrades it from Overweight to Neutral
Latest ideas and analyses related to risk to estimates
+37 pts
$TSN - Updating the Bull/Bear Cases
By realjoe on May 13, 2022, 10:48 a.m.
Tagged topics: risk to estimates
Views: 6, Votes: 2, Responses: 0, Attachments: 1
+39 pts
$BKNG - room-nights back at 90% of 2019 levels, but rising case counts and aggressive marketing spend add risks to estimates
By realjoe on Nov. 4, 2021, 4:41 p.m.
Tagged topics: earnings results , travel recovery , risk to estimates
Views: 161, Votes: 5, Responses: 0, Attachments: 1
+36 pts
$ROK - high expectations, peak ISM, risk of correction in orders next year, and premium valuations...avoid ROK?
By phenphen on Nov. 1, 2021, 10:42 a.m.
Tagged topics: downside risk , risk to estimates , ISM
Views: 130, Votes: 5, Responses: 0, Attachments: 1
+2 pts
Thanks for this one....
By uniqueerique on Oct. 25, 2021, 7:54 a.m.
Tagged topics: supply chain constraints , risk to estimates , stock picking , contagion
Views: 2, Votes: 2, Responses: 0, Attachments: 0
+3 pts
Generalizing report mentioning supply chain disruption which is known for awhile....
By Thorndyke on Oct. 24, 2021, 4:53 a.m.
Tagged topics: supply chain constraints , risk to estimates , stock picking , contagion
Views: 3, Votes: 3, Responses: 0, Attachments: 0
+51 pts
The extending reach of supply chain issues
By mooreideas on Oct. 23, 2021, 2:05 p.m.
Tagged topics: supply chain constraints , risk to estimates , stock picking , contagion
Views: 123, Votes: 11, Responses: 2, Attachments: 2
+34 pts
Piper Sandler says $APTV guidance cut should caution investors on exposure to the auto market such as $NXP $ON $ADI and $MCHP
By bbern3 on Oct. 12, 2021, 11:49 a.m.
Tagged topics: supply constrained , Piper Sandler , risk to estimates , semiconductors
Views: 148, Votes: 2, Responses: 0, Attachments: 2
+32 pts
$TSLA - Needham (bear) sees downside risk to estimates given mix shift toward lower ASP #Model3 and #ModelY
By cassie on Oct. 6, 2021, 11:51 a.m.
Tagged topics: mix shift , Model 3 , Model Y , Model S , Model X , electric vehicles , risk to estimates , Needham
Views: 344, Votes: 2, Responses: 0, Attachments: 2
+32 pts
$GOOGL - Raymond James sees 'modest risk' to estimates from $AAPL court ruling, but says it will take time to play out
By mooreideas on Sept. 13, 2021, 6 p.m.
Tagged topics: App Store , Google Play , big tech , risk to estimates , Raymond James , Epic Games lawsuit
Views: 203, Votes: 1, Responses: 0, Attachments: 2
+32 pts
$NFLX - Morgan Stanley sees risk to Q2/Q3 estimates, but recommends buying any dip on expectations of net adds acceleration in Q4/F22
By junkfoodlover on July 16, 2021, 12:06 p.m.
Tagged topics: earnings preview , Morgan Stanley , risk to estimates , buy the dip
Views: 190, Votes: 2, Responses: 0, Attachments: 30
+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: 163, Votes: 1, Responses: 0, Attachments: 4
+32 pts
$SPLK - BMO lowers target to $150 ahead of results tonight, says street estimates for billings look too high
By realjoe on June 2, 2021, 1:10 p.m.
Tagged topics: earnings preview , risk to estimates , BMO , analyst lowers target
Views: 194, Votes: 2, Responses: 0, Attachments: 5
+5 pts
Great article from JP MORGAN. Really deep analysis and data driven. I think it's a great time to buy NIO, maybe best around 37$ if...
By khlifihussein on May 31, 2021, 5:53 a.m.
Tagged topics: China , growing competition , electric vehicles , JP Morgan , risk to estimates , semi shortage , inflation fears , chip shortage
Views: 6, Votes: 1, Responses: 0, Attachments: 0
+1 pts
Very useful...
By joe_sole on May 28, 2021, 3:30 p.m.
Tagged topics: China , growing competition , electric vehicles , JP Morgan , risk to estimates , semi shortage , inflation fears , chip shortage
Views: 5, Votes: 1, Responses: 0, Attachments: 0
+50 pts
$NIO - Chip shortages, competition and inflation fears drove the pullback, but JPM believes investors should buy again even with 'potential hiccups'
By cassie on May 27, 2021, 2:03 p.m.
Tagged topics: China , growing competition , electric vehicles , JP Morgan , risk to estimates , semi shortage , inflation fears , chip shortage
Views: 10460, Votes: 6, Responses: 2, Attachments: 4
+31 pts
$BYND - Canaccord cautions against stock and warns additional downward revisions to EBITDA may be required
By junkfoodlover on May 10, 2021, 11:15 a.m.
Tagged topics: near term vs long term , margin pressure , growing competition , risk to estimates , Canaccord Genuity , rising costs , stay on the sidelines
Views: 147, Votes: 1, Responses: 0, Attachments: 4
+30 pts
$AMZN - Jefferies cautions that increasingly disruptive labor shortage in US grocery supply chain is a potentially underestimated industry risk
By mooreideas on April 19, 2021, 2:21 p.m.
Tagged topics: grocery delivery , eCommerce , online grocery shopping , risk to estimates , Jefferies , labor shortage
Views: 182, Votes: 1, Responses: 0, Attachments: 1
+2 pts
short selling it...
By johnoneoff on April 16, 2021, 12:35 p.m.
Tagged topics: China , Stifel , risk to estimates , geopolitical tensions , consumer trends , downside to estimates , consumer backlash , western brands
Views: 4, Votes: 2, Responses: 0, Attachments: 0
+34 pts
$NKE - Stifel warns of potential 'non-trial impact' from Chinese consumer backlash to western brands
By puckerman17 on April 16, 2021, 12:33 p.m.
Tagged topics: China , Stifel , risk to estimates , geopolitical tensions , consumer trends , downside to estimates , consumer backlash , western brands
Views: 171, Votes: 2, Responses: 1, Attachments: 7
+35 pts
$BYND - Piper Sandler believes Beyond's retail momentum is lagging expectations, sees risk to estimates in 2021, and downgrades it from Overweight to Neutral
By junkfoodlover on Jan. 6, 2021, 11:31 a.m.
Tagged topics: street expectations , analyst checks , analyst downgrade , Piper Sandler , risk to estimates
Views: 160, Votes: 1, Responses: 0, Attachments: 7