Latest ideas and analyses related to street expectations

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AMD

+37 pts



$AMD - Market expectations are for Uniform ROA to expand, but management may have concerns...

By beat_the_street on Oct. 10, 2021, 10:57 a.m.
Tagged topics: street expectations , data center , REVENUE GROWTH

Views: 88, Votes: 3, Responses: 0, Attachments: 2
TSLA

+5 pts



Just the amount of Tesla's in my neighborhood gives me a good indicator that Tesla will probably meet this target!...

By adamsmith on June 29, 2021, 2:16 p.m.
Tagged topics: street expectations , electric vehicles , earnings preview , vehicle deliveries , RBC

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

+39 pts



$TSLA - RBC expects a record 195k deliveries for Q2, but says consensus street estimate of 200k looks too high

By cassie on June 29, 2021, 12:39 p.m.
Tagged topics: street expectations , electric vehicles , earnings preview , vehicle deliveries , RBC

Views: 608, Votes: 3, Responses: 1, Attachments: 1
AMZN , NFLX , ROKU , SHOP , W , CSCO , ETSY , V , WYNN , BA , ST , ZM , CMG , CVS , MCD , ROST , WBA , DAL , WDC , AXP , CAR , CHTR , DPZ , KO , LUV

+5 pts



P

By Melyche on April 4, 2021, 3:37 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 3, Votes: 1, Responses: 0, Attachments: 0
AMZN , NFLX , ROKU , SHOP , W , CSCO , ETSY , V , WYNN , BA , ST , ZM , CMG , CVS , MCD , ROST , WBA , DAL , WDC , AXP , CAR , CHTR , DPZ , KO , LUV

+5 pts



Rep

By Melyche on April 4, 2021, 3:37 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 1, Votes: 1, Responses: 0, Attachments: 0
DKNG , PENN , CZR , MGM , RSI , FLTR

+5 pts



Nice

By beat_the_street on March 28, 2021, 9:31 a.m.
Tagged topics: street expectations , analyst checks , sports betting , online gambling , Oppenheimer

Views: 1, Votes: 1, Responses: 0, Attachments: 0
DKNG , RSI , FLTR , PENN , MGM , CZR

+9 pts



$DKNG - Oppenheimer estimates Draftkings Q1 revenue now trending ~30% above street expectations

By phenphen on March 17, 2021, 12:32 p.m.
Tagged topics: street expectations , analyst checks , sports betting , online gambling , Oppenheimer

Views: 190, Votes: 3, Responses: 1, Attachments: 11
AMZN , NFLX , ROKU , SHOP , W , CSCO , ETSY , V , WYNN , ZM , CVS , MCD , ROST , ST , WBA , BA , DAL , WDC , AXP , CAR , CHTR , CMG , DPZ , KO , LUV

+41 pts



Thanks

By uniqueerique on March 9, 2021, 7:18 a.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 8, Votes: 1, Responses: 0, Attachments: 0
BA , DAL , LUV , CAR , AXP , WYNN , MCD , V , WBA , WDC , ST , ROST , CSCO , KO , AMZN , DPZ , NFLX , CHTR , CVS , CMG , W , ETSY , SHOP , ZM , ROKU

+73 pts



Morgan Stanley identifies winners and losers for 'Life After COVID'...I'm surprised $SHOP and $ROKU are in losers table

By labjordan on March 8, 2021, 2:31 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 295, Votes: 1, Responses: 3, Attachments: 213
ABNB , BKNG , EXPE , TRIP

+35 pts



$ABNB - Stifel sees potential downside in Q4 vs expectations given the worsening of travel conditions since Airbnb's Dec IPO

By realjoe on Feb. 1, 2021, 10:18 p.m.
Tagged topics: street expectations , earnings preview , Stifel , travel restrictions

Views: 148, Votes: 1, Responses: 0, Attachments: 21
AAPL

+35 pts



$AAPL - RBC adds to the list of analysts calling for a strong quarter tomorrow, citing data indicating robust demand for the new iPhones

By mooreideas on Jan. 26, 2021, 2:36 p.m.
Tagged topics: street expectations , 5G iPhone cycle , earnings preview , RBC

Views: 197, Votes: 1, Responses: 0, Attachments: 13
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: 178, Votes: 1, Responses: 0, Attachments: 7
AAPL

+30 pts



$AAPL - Goldman sees downside risk to F'Q4 due to late iPhone launch, believes 2021 expectations too high

By josiebe on Oct. 29, 2020, 6:14 a.m.
Tagged topics: street expectations , analyst checks , iPhone 12

Views: 113, Votes: 1, Responses: 0, Attachments: 5
PANW

+38 pts



Analyst checks indicate FQ1 street estimates may be too low

By phenphen on Nov. 22, 2019, 4:11 p.m.
Tagged topics: street expectations , analyst checks , Americas region , European

Views: 468, Votes: 2, Responses: 0, Attachments: 0
CRM

+31 pts



Analyst checks indicate 20%+ organic growth sustainable into F'21

By bbern3 on Nov. 16, 2019, 4:39 p.m.
Tagged topics: street expectations , analyst checks , Marketing and Service Cloud , mid-market , non-US customers , MuleSoft , Europe macro concerns

Views: 207, Votes: 1, Responses: 0, Attachments: 0
PANW

+39 pts



Analyst days tend to be positive catalysts, especially with new CEO

By cassie on Aug. 19, 2019, 5:20 a.m.
Tagged topics: guidance , positive catalyst , street expectations , FQ4 results , analyst day , new CEO , Nikesh Arora

Views: 124, Votes: 1, Responses: 1, Attachments: 0
CRM

+38 pts



Q2 street estimates seem pretty conservative

By bbern3 on Aug. 18, 2019, 6:01 p.m.
Tagged topics: Q2 results , street estimates , outage , street expectations , ACV , billings growth

Views: 100, Votes: 2, Responses: 1, Attachments: 0
CRM

--11 pts



How bad will CRM's Q2 be with the outage in May?

By ethonomics on Aug. 18, 2019, 5:53 p.m.
Tagged topics: Q2 results , outage , street expectations

Views: 539, Votes: 1, Responses: 3, Attachments: 0