Latest ideas and analyses related to upside to estimates

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CAH , MCK , ABC

+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
Oil and Gas

+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
COIN , IAC , PXD , MAT , RL , MNST , VFC , DFS

+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
DFS , IAC , MAT , MNST , PXD , COIN , RL , VFC

+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
DIS

+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
QCOM

+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
SEDG , ENPH , ARRY

+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
AFRM

+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
AAPL

+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
AMD , ANTM , BA , BX , FCX , ABNB , DNUT

+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
V , MA

+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
TSLA

+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
VIAC

+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
MU

+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
AAPL

+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
APPS

+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
EA

+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
DKNG

+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
CRM

+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
JNJ

+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