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Latest ideas and analyses related to upside to estimates
You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
Needham says $80 and the market says $29. Tax loss selling provides opportunities for those who are patient. Takeover gets more probable as each day...
Latest ideas and analyses related to upside to estimates
+32 pts
The case for outperformance in Distributor stocks: Relative margin and EPS strength
By mooreideas on Aug. 2, 2022, 11:09 a.m.
Tagged topics: upside to estimates
Views: 5, Votes: 3, Responses: 0, Attachments: 1
+34 pts
Potential NS1 drop brings upside risk to our TTF forecast
By ethonomics on July 27, 2022, 5:17 p.m.
Tagged topics: upside to estimates
Views: 16, Votes: 3, Responses: 0, Attachments: 1
+10 pts
Thanks. More in this report than I was expecting. Nice section on trading earnings. Sounds like money may return to the markets this summer and...
By JH on July 13, 2022, 3:04 p.m.
Tagged topics: upside to estimates , downside to estimates
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+55 pts
Top 25 Tactical Trades for Earnings Season
By ethonomics on July 13, 2022, 1:34 p.m.
Tagged topics: upside to estimates , downside to estimates
Views: 42, Votes: 7, Responses: 1, Attachments: 1
+43 pts
$DIS Parks have Superpowers
By labjordan on June 3, 2022, 11:30 a.m.
Tagged topics: upside to estimates
Views: 128, Votes: 9, Responses: 0, Attachments: 1
+75 pts
$QCOM could see materially better margins through the year if Android momentum continues to improve
By ethonomics on Feb. 3, 2022, 3:12 p.m.
Tagged topics: upside to estimates
Views: 183, Votes: 4, Responses: 0, Attachments: 1
+45 pts
Clean Tech - Expect mixed Q4 on supply/policy; focus on positive estimate revisions at $SEDG $ENPH $ARRY
By ethonomics on Feb. 1, 2022, 12:19 p.m.
Tagged topics: earnings preview , clean tech , upside to estimates
Views: 45, Votes: 7, Responses: 0, Attachments: 1
+37 pts
$AFRM - Mounting Worries About Model Topping Volume Upside
By puckerman17 on Jan. 19, 2022, 3:46 p.m.
Tagged topics: upside to estimates , multiple compression
Views: 53, Votes: 4, Responses: 0, Attachments: 1
+34 pts
$AAPL - CY22 estimates appear conservative given healthy demand backdrop, although Dec China iPhone shipments sub-seasonal
By mooreideas on Jan. 18, 2022, 12:15 p.m.
Tagged topics: upside to estimates
Views: 208, Votes: 3, Responses: 0, Attachments: 2
+42 pts
Names with the biggest earnings revision upward ($AMD $ANTM $BA $BX $FCX) and downward ($ABNB $DNUT) into earnings season
By ethonomics on Jan. 12, 2022, 3:44 p.m.
Tagged topics: upside to estimates , downside to estimates
Views: 213, Votes: 5, Responses: 0, Attachments: 1
+34 pts
$V $MA - steady travel volumes despite omicron suggests potential upside to street estimates
By labjordan on Jan. 7, 2022, 12:30 p.m.
Tagged topics: upside to estimates
Views: 136, Votes: 4, Responses: 0, Attachments: 1
+39 pts
$TSLA - impressive Q4 deliveries suggest large upside to 2022
By cassie on Jan. 3, 2022, 5:33 p.m.
Tagged topics: upside to estimates
Views: 51, Votes: 5, Responses: 0, Attachments: 2
+15 pts
Needham says $80 and the market says $29. Tax loss selling provides opportunities for those who are patient. Takeover gets more probable as each day...
By SRandA on Dec. 18, 2021, 12:27 p.m.
Tagged topics: digital advertising , Needham , upside to estimates
Views: 16, Votes: 1, Responses: 0, Attachments: 0
+37 pts
F1Q/F2Q Earnings Preview – F2Q Bottom Highlights Just How Undervalued the Asset Has Become
By KHUN on Dec. 17, 2021, 8:30 p.m.
Tagged topics: valuations , analyst checks , upside to estimates
Views: 58, Votes: 7, Responses: 0, Attachments: 1
+38 pts
$AAPL - data indicate better-than-seasonal iPhone sales in Nov, see further upside to street estimates from 5G iPhone SE
By mooreideas on Dec. 13, 2021, 12:01 p.m.
Tagged topics: upside to estimates
Views: 181, Votes: 5, Responses: 0, Attachments: 2
+50 pts
$APPS - management's target to quadruple revenue in 3-5 years organically may prove conservative
By josiebe on Nov. 12, 2021, 5:04 p.m.
Tagged topics: digital advertising , strong growth , upside to estimates
Views: 276, Votes: 9, Responses: 0, Attachments: 1
+36 pts
$EA - outlook appears quite conservative given the rate of growth for Apex Legends, expectations for Battlefield 2042
By junkfoodlover on Nov. 9, 2021, 2:40 p.m.
Tagged topics: conservative guidance , Apex Legends , video games , upside to estimates , Battlefield 2042
Views: 179, Votes: 5, Responses: 0, Attachments: 1
+35 pts
$DKNG - product rollouts in parlays, live-betting, and iGaming should provide tailwinds over next 12 months, and upside to 2022 guidance
By phenphen on Nov. 8, 2021, 11:41 a.m.
Tagged topics: conservative guidance , sports betting , online gambling , iGaming , upside to estimates , Entain
Views: 53, Votes: 2, Responses: 0, Attachments: 4
+66 pts
$CRM - sustainable revenue growth and margin expansion should support a more durable premium multiple
By junkfoodlover on Nov. 1, 2021, 1:37 p.m.
Tagged topics: margin expansion , digital transformation , upside to estimates
Views: 205, Votes: 30, Responses: 0, Attachments: 1
+32 pts
$JNJ Expects Sequential Recovery in Med Devices and Key End Mkts in Q4 & 2022; Raises Guidance Accordingly; Reiterate Outperform
By KHUN on Oct. 22, 2021, 7:50 p.m.
Tagged topics: analyst checks , analyst raises target , upside to estimates
Views: 44, Votes: 2, Responses: 0, Attachments: 2