Latest ideas and analyses related to strategic pivot

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PYPL

+18 pts



Roll-off of eBay business after 1H 22 will help rebase growth expectations and draw investors back to the story. Limited downside on GAAP-earnings basis, not...

By LongClood on March 6, 2022, 4:21 p.m.
Tagged topics: fintech , earnings miss , strategic pivot

Views: 39, Votes: 7, Responses: 0, Attachments: 0
PYPL

+48 pts



$PYPL - long road to redemption, mid-20s P/E multiple more supportable until visibility to stronger growth profile

By junkfoodlover on Feb. 2, 2022, 9:46 a.m.
Tagged topics: fintech , earnings miss , strategic pivot

Views: 210, Votes: 7, Responses: 1, Attachments: 1
PTON

+40 pts



$PTON - analysts see $200-600m of potential savings as company expected to pivot from growth to cost-cuts

By labjordan on Feb. 1, 2022, 3:33 p.m.
Tagged topics: deep dive , cost restructuring , strategic pivot

Views: 156, Votes: 5, Responses: 0, Attachments: 1
BB

+31 pts



$BB - Canaccord optimistic BlackBerry's fundamentals will improve through F'22 following analyst day, sees better alignment of operations with sales

By ethonomics on April 29, 2021, 2:05 p.m.
Tagged topics: analyst day , software , improving outlook , analyst raises target , Canaccord Genuity , strategic pivot

Views: 230, Votes: 1, Responses: 0, Attachments: 3
LI

+65 pts



$LI - Deutsche says fast pivot to BEV the right move, but comes with high costs, lowers target to $32

By cassie on Feb. 26, 2021, 12:07 p.m.
Tagged topics: China , electric vehicles , analyst lowers estimates , Deutsche Bank , analyst lowers target , strategic pivot , higher capex

Views: 164, Votes: 1, Responses: 0, Attachments: 2