Latest ideas and analyses related to turnaround story

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F

+30 pts



$F - Deutsche says Ford's turnaround is gaining traction, and is well positioned for 'considerably higher profitability' in 2022 and beyond

By cassie on April 29, 2021, 11:59 a.m.
Tagged topics: earnings results , electric vehicles , analyst raises estimates , Deutsche Bank , ICE vs BEV , turnaround story

Views: 114, Votes: 1, Responses: 0, Attachments: 6
NVDA , INTC , TSM , AMD

+33 pts



$NVDA, $INTC - RayJay upgrades Nvidia to 'Strong Buy' with $750 target, and downgrades Intel to Underperform saying market now too optimistic on turnaround

By bbern3 on April 15, 2021, 11:03 a.m.
Tagged topics: new CEO , analyst downgrade , analyst upgrade , Raymond James , turnaround story , datacenter , more pain before gain , market share loss

Views: 131, Votes: 2, Responses: 0, Attachments: 10
BW

+30 pts



$BW - DA Davidson recommends buying to ride the 'energy current to recovery' (deep dive from Mar 2021 as requested)

By phenphen on April 12, 2021, 3:16 p.m.
Tagged topics: energy sector , deep dive , D.A. Davidson , ESG initiatives , turnaround story

Views: 31, Votes: 1, Responses: 0, Attachments: 19
INTC

+34 pts



$INTC - Goldman (bear) encouraged by Ice Lake's improvements, but warns competitive concerns and margins pressures could weigh on stock performance

By bbern3 on April 7, 2021, 12:03 p.m.
Tagged topics: Goldman Sachs , turnaround story , playing catch up , Ice Lake , CPUs , performance improvements

Views: 98, Votes: 3, Responses: 0, Attachments: 3
GME

+32 pts



$GME - Jefferies says GameStop's balance sheet provides stable support for shift to ecommerce, sees 'value per dollar' increasing even as revenues decline

By labjordan on March 24, 2021, 1:02 p.m.
Tagged topics: retail , strong balance sheet , Jefferies , wallstreetbets , turnaround story , shift to ecommerce

Views: 114, Votes: 1, Responses: 0, Attachments: 5
INTC

+32 pts



$INTC - Oppenheimer recommends taking a wait-and-see approach following Intel Unleashed

By bbern3 on March 24, 2021, 11:23 a.m.
Tagged topics: Oppenheimer , semiconductors , Intel Unleashed , turnaround story , wait and see

Views: 502, Votes: 3, Responses: 0, Attachments: 7