Latest ideas and analyses related to tough comps

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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
ATVI , EA , TTWO , RBLX

+30 pts



Stifel data indicates May gaming metrics trending ahead of expectations, and see upside to Q2 estimates

By junkfoodlover on June 7, 2021, 5:55 p.m.
Tagged topics: analyst checks , gaming , pandemic trends , tough comps , Stifel

Views: 127, Votes: 1, Responses: 0, Attachments: 26
NFLX , VIAC

+5 pts





By Noto on June 4, 2021, 3:43 p.m.
Tagged topics: streaming , share buyback , subscriber growth , SVOD , analyst top pick , tough comps , BMO , media , long-short , password sharing

Views: 1, Votes: 1, Responses: 0, Attachments: 0
NFLX , VIAC

+12 pts





By yrc7777 on June 4, 2021, 12:52 p.m.
Tagged topics: streaming , share buyback , subscriber growth , SVOD , analyst top pick , tough comps , BMO , media , long-short , password sharing

Views: 5, Votes: 1, Responses: 1, Attachments: 0
DELL

+30 pts



$DELL - Barclays impressed by record Q1 sales, but see supply constraints and tougher comps ahead

By ethonomics on May 28, 2021, 12:19 p.m.
Tagged topics: conservative guidance , earnings results , IT spending , supply constrained , tough comps , Barclays

Views: 398, Votes: 1, Responses: 0, Attachments: 4
PYPL

+10 pts





By yrc7777 on May 23, 2021, 8:50 a.m.
Tagged topics: earnings results , analyst raises estimates , cryptocurrency , analyst raises target , beat and raise , Super App , tough comps , fintech , Raymond James , COVID tailwinds

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

+10 pts





By yrc7777 on May 22, 2021, 12:17 p.m.
Tagged topics: growth outlook , lower churn , earnings preview , deep dive , cryptocurrency , tough comps , fintech , Deutsche Bank , buy now pay later , BNPL

Views: 1, Votes: 1, Responses: 0, Attachments: 0
HD , LOW

+30 pts



$HD - RayJay says strong housing demand makes home improvement 'highly attractive' despite tough comps, Jefferies recommends buying $LOW

By labjordan on May 18, 2021, 11:39 a.m.
Tagged topics: home improvement , US housing , earnings results , tough comps , Jefferies , Raymond James , take profit

Views: 84, Votes: 1, Responses: 0, Attachments: 3
ETSY

+31 pts



$ETSY - Morgan Stanley (bear) reiterates rich valuation unsustainable following much weaker than expected Q2 guidance implying rapid deceleration

By josiebe on May 6, 2021, 11:39 a.m.
Tagged topics: eCommerce , tough comps , Morgan Stanley , earnings miss , reopening fears , rich valuations , COVID beneficiary , growth deceleration

Views: 108, Votes: 1, Responses: 0, Attachments: 10
PYPL

+34 pts



$PYPL - no sign of slowing down despite tough comps from COVID tailwinds, RayJay raises target to $345

By phenphen on May 6, 2021, 10:20 a.m.
Tagged topics: earnings results , analyst raises estimates , cryptocurrency , analyst raises target , beat and raise , tough comps , fintech , Raymond James , COVID tailwinds

Views: 219, Votes: 1, Responses: 1, Attachments: 4