Latest ideas and analyses related to tech selloff

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PLTR

+36 pts



$PLTR - Jefferies says fundamentals intact despite broad valuation impact for high growth names (post Q1 note as requested)

By ethonomics on May 17, 2021, 11:26 a.m.
Tagged topics: valuations , strong fundamentals , growth stock , Jefferies , analyst lowers target , tech selloff

Views: 210, Votes: 4, Responses: 0, Attachments: 4
ABNB

+37 pts



$ABNB - Jefferies (bull) sees stock in 'holding pattern' given broad tech selloff, lockup expiry, and post-pandemic fundamentals

By realjoe on May 11, 2021, 12:16 p.m.
Tagged topics: valuations , lock-up expiration , earnings preview , travel recovery , post-pandemic , Jefferies , tech selloff

Views: 266, Votes: 3, Responses: 0, Attachments: 2
MSFT , ADBE , CRM , INTU , SPLK , ASAN , CRWD , SAIL , VRNS

+37 pts



$SPLK - Jefferies sees more near-term downside from broad tech selloff given valuations still ~11% above historical average (as requested)

By cassie on May 10, 2021, 1:13 p.m.
Tagged topics: valuations , sector rotation , Jefferies , growth vs value , tech selloff , growth to value

Views: 214, Votes: 3, Responses: 0, Attachments: 15