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Latest ideas and analyses related to upside to estimates
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$RBLX - Jefferies sees near term upside from street overestimating reopening downside, but is skeptical of long term aging-up, China, and metaverse themes
Latest ideas and analyses related to upside to estimates
+41 pts
JP Morgan sees upside to semiconductor 2H estimates driven by strong cyclical backdrop and secular demand trends
By bbern3 on Sept. 20, 2021, 11:37 a.m.
Tagged topics: JP Morgan , semiconductors , upside to estimates
Views: 371, Votes: 4, Responses: 0, Attachments: 2
+31 pts
$GENI - Oppenheimer believes raised guidance still conservative given recent contract wins and #NFLseason
By phenphen on Sept. 9, 2021, 11:22 a.m.
Tagged topics: conservative guidance , sports betting , Oppenheimer , upside to estimates , NFL partnership
Views: 50, Votes: 1, Responses: 0, Attachments: 2
+10 pts
By kyunbhai on Sept. 8, 2021, 12:07 p.m.
Tagged topics: valuations , near term vs long term , user engagement , deep dive , Jefferies , online entertainment platform , 3D content , upside to estimates , Kids stickiness , outsourcing , Metaverse
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+33 pts
$QCOM - RayJay says street is underestimating revenues from #iPhone13 and overestimating risk of $AAPL's own 5G modem
By bbern3 on Sept. 8, 2021, 11:13 a.m.
Tagged topics: 5G iPhone cycle , Huawei , Raymond James , iPhone 13 , upside to estimates
Views: 468, Votes: 2, Responses: 0, Attachments: 2
+35 pts
$CRWD - analysts expect Q2 beat and raise following checks
By realjoe on Aug. 30, 2021, 12:59 p.m.
Tagged topics: earnings preview , analyst raises target , RBC , Jefferies , security software , upside to estimates
Views: 136, Votes: 2, Responses: 0, Attachments: 4
+1 pts
By i_sarut on Aug. 27, 2021, 1:11 p.m.
Tagged topics: near term vs long term , deep dive , Jefferies , 3D content , upside to estimates
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+32 pts
$AVGO - Oppenheimer see a beat and raise set up for Q3, and well positioned to secure supply in constrained semi environment
By rIsILAwr on Aug. 26, 2021, 11:25 p.m.
Tagged topics: earnings preview , Oppenheimer , semiconductors , semi shortage , upside to estimates
Views: 17, Votes: 2, Responses: 0, Attachments: 2
+41 pts
$RBLX - Jefferies sees near term upside from street overestimating reopening downside, but is skeptical of long term aging-up, China, and metaverse themes
By rIsILAwr on Aug. 26, 2021, 1:29 p.m.
Tagged topics: near term vs long term , deep dive , Jefferies , 3D content , upside to estimates
Views: 123, Votes: 4, Responses: 2, Attachments: 2
+1 pts
By Random333 on Aug. 25, 2021, 10:56 p.m.
Tagged topics: buying opportunity , China , electric vehicles , Deutsche Bank , upside to estimates
Views: 2, Votes: 1, Responses: 0, Attachments: 0
+36 pts
$PFE - Goldman sees upside to estimates as more countries look to recommend booster COVID shots, representing ~25% upside to shares
By ethonomics on Aug. 23, 2021, 1:58 a.m.
Tagged topics: booster vaccine , Goldman Sachs , upside to estimates , covid vaccines , Delta variant
Views: 175, Votes: 2, Responses: 0, Attachments: 2