Latest ideas and analyses related to risk to estimates

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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
SPLK

+31 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: 101, Votes: 1, Responses: 0, Attachments: 5
NIO , XPEV , LI , China Autos

+5 pts





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
NIO , XPEV , LI , China Autos

+1 pts





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: 4, Votes: 1, Responses: 0, Attachments: 0
NIO , XPEV , LI , China Autos

+48 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: 8628, Votes: 5, Responses: 2, Attachments: 4
BYND

+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: 94, Votes: 1, Responses: 0, Attachments: 4
AMZN

+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: 100, Votes: 1, Responses: 0, Attachments: 1
NKE

+2 pts





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
NKE

+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: 112, Votes: 2, Responses: 1, Attachments: 7
BYND

+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: 103, Votes: 1, Responses: 0, Attachments: 7