Latest ideas and analyses related to tough comps

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AKAM , NET , FSLY

+34 pts



$AKAM - growing competition from disruptive startups, tough comps, and rich valuations likely to limit stock's upside

By phenphen on Nov. 15, 2021, 11:33 a.m.
Tagged topics: analyst downgrade , tough comps , rich valuations

Views: 160, Votes: 4, Responses: 0, Attachments: 1
ROKU

+16 pts



top highlights: * apple IDFA changes compel advertisers to go to Roku since it owns its 1P data * Roku's platform monetization is strong despite...

By ygenyk24 on Nov. 6, 2021, 10:16 p.m.
Tagged topics: digital advertising , connected TV , supply chain constraints , tough comps , earnings miss , attractive valuation

Views: 6, Votes: 2, Responses: 0, Attachments: 0
ROKU

+53 pts



$ROKU supply chain headwinds and tough comps from 2020 pull-forward will pass, valuation appears attractive

By labjordan on Nov. 4, 2021, 11:29 a.m.
Tagged topics: digital advertising , connected TV , supply chain constraints , tough comps , earnings miss , attractive valuation

Views: 230, Votes: 8, Responses: 1, Attachments: 3
TWLO

+44 pts



$TWLO - tough comps may weigh on near term metrics but many catalysts to bring back momentum in 2022, especially given discount valuation

By junkfoodlover on Nov. 2, 2021, 9:42 a.m.
Tagged topics: discount valuation , software , tough comps

Views: 189, Votes: 7, Responses: 0, Attachments: 1
AMZN

+33 pts



$AMZN - JPM sees near-term headwinds from tough comps and higher investments, but maintains bullish long-term

By josiebe on Oct. 5, 2021, 12:35 p.m.
Tagged topics: near term vs long term , eCommerce , tough comps , JP Morgan

Views: 191, Votes: 2, Responses: 0, Attachments: 2
AMZN , MSFT , NET

+10 pts



Cloudflare is a great company, but when even major bulls go bearish, that's a good reason to short it. Also, the competiton side should not...

By realmomobags on Sept. 27, 2021, 1:02 p.m.
Tagged topics: premium valuation , growing competition , analyst downgrade , tough comps , Oppenheimer

Views: 1, Votes: 1, Responses: 0, Attachments: 0
NET , MSFT , AMZN

+38 pts



$NET - Oppenheimer (former bull) downgrades stock on competition, valuation and tough comps

By josiebe on Sept. 24, 2021, 11:08 a.m.
Tagged topics: premium valuation , growing competition , analyst downgrade , tough comps , Oppenheimer

Views: 255, Votes: 2, Responses: 1, Attachments: 2
ETSY

+1 pts



long...

By rogoman on July 12, 2021, 4:40 p.m.
Tagged topics: analyst checks , eCommerce , earnings preview , tough comps , Oppenheimer , upside to estimates

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

+38 pts



$ETSY - Oppenheimer raises target to $225 as data suggests strong conversion trends and buyer retention despite tough comps

By mooreideas on July 12, 2021, 2:24 p.m.
Tagged topics: analyst checks , eCommerce , earnings preview , tough comps , Oppenheimer , upside to estimates

Views: 853, Votes: 3, Responses: 1, Attachments: 8
AMZN

+31 pts



$AMZN - Piper Sandler estimates $11bn Prime Day sales will help offset the tough comps

By mooreideas on June 24, 2021, 1:06 p.m.
Tagged topics: eCommerce , Prime Day , tough comps , Piper Sandler

Views: 196, Votes: 2, Responses: 0, Attachments: 4
NFLX , VIAC

+10 pts



thanks for the post #streaming wars* #buying opportunity* #SVOD increasing* an upcoming competitor. potentially undervalued now. streaming assets seem to be valued little....

By jojohnfoley98hnfoley98 on June 21, 2021, 11:11 p.m.
Tagged topics: buying opportunity , streaming , share buyback , subscriber growth , analyst top pick , tough comps , BMO , media , long-short , password sharing , SVOD increasing , streaming wars

Views: 3, Votes: 1, Responses: 0, Attachments: 0
RBLX , CRSR , SKLZ

+32 pts



Stifel (bull) seeing 'notable increase' in short interest for $RBLX, $CRSR, and $SKLZ as gaming engagement trends begin to slow due to reopening and tough comps

By junkfoodlover on June 15, 2021, 9:20 a.m.
Tagged topics: short interest , gaming , reopening , tough comps , Stifel

Views: 186, Votes: 2, Responses: 0, Attachments: 22
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: 187, 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: 192, Votes: 1, Responses: 0, Attachments: 26
NFLX , VIAC

+5 pts



I'm not convinced NFLX can reach 500 mil subs tbh. There's plenty of free to air television available in Europe, and developing countries have plenty...

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

+12 pts



NFLX if they get 500m subs at ~20 a month thats 10b in rev a month and 120b a year. P/S of 10x gives it...

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: 7, 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: 470, Votes: 1, Responses: 0, Attachments: 4
PYPL

+10 pts



Paypal is a strong buy on dips and an add here. Paypal can drive sign rev growth through BNPL market worldwide as this is a...

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



Through Venmo, Paypal has the opportunity to challange Cash App and become a 'super app' which is all encompassing. Merchants trust paypal and so do...

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: 145, Votes: 1, Responses: 0, Attachments: 3