Latest ideas and analyses related to upside to estimates

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AVGO , MRVL , MU , NVDA , INTC , AMD , WDC , TXN , MCHP , ADI , KLAC , LRCX , AMAT

+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
GENI , DKNG , CZR

+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
RBLX

+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
QCOM , AAPL

+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
CRWD

+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
RBLX

+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
AVGO

+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
RBLX

+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
NIO

+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
PFE

+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