Latest ideas and analyses related to upside to estimates

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QCOM

+34 pts



$QCOM - Goldman (bear) sees potential Q2 upside surprise from QTL, but believes street estimates too high for 2H of 2021 and 1H of 2022

By bbern3 on April 27, 2021, 1:10 p.m.
Tagged topics: mmWave , earnings preview , supply constrained , Goldman Sachs , upside to estimates , foundry industry , handset shipments , Samsung

Views: 185, Votes: 3, Responses: 0, Attachments: 3
MSFT

+1 pts



good post...

By drmikeinvest on April 25, 2021, 9:14 p.m.
Tagged topics: digital transformation , Azure , earnings preview , IT spending , Goldman Sachs , upside to estimates

Views: 2, Votes: 1, Responses: 0, Attachments: 0
MSFT

+32 pts



$MSFT - Goldman expects continued strong momentum for cloud growth, sees upside to estimates for Q3 results next week

By rIsILAwr on April 23, 2021, 6:06 p.m.
Tagged topics: digital transformation , Azure , earnings preview , IT spending , Goldman Sachs , upside to estimates

Views: 172, Votes: 1, Responses: 1, Attachments: 8
SNAP , FB , GOOGL

+35 pts



$SNAP - Morgan Stanley says the reopening tailwinds for user engagement and monetization are a positive sign for $FB (social) and $GOOGL (maps)

By bbern3 on April 23, 2021, 3:19 p.m.
Tagged topics: digital advertising , augmented reality , user engagement , reopening , earnings beat , social media , Morgan Stanley , upside to estimates

Views: 215, Votes: 3, Responses: 0, Attachments: 9
SEDG , ARRY , ENPH , FSLR , SPWR , RUN

+34 pts



$SEDG, $ARRY - Barclays upgrades SolarEdge to Top Pick, sees upside to street estimates; also upgrades Array to Buy following pullback

By phenphen on April 22, 2021, 4:19 p.m.
Tagged topics: valuations , buying opportunity , earnings preview , analyst upgrade , Barclays , clean energy , solar power , upside to estimates

Views: 178, Votes: 3, Responses: 0, Attachments: 37
DIS

+38 pts



$DIS - JP Morgan believes theatrical movie going likely the surprise driver of better profitability this year, while investors focus on Disney+

By puckerman17 on April 22, 2021, 1:29 p.m.
Tagged topics: Disney+ , streaming , reopening , 10K review , JP Morgan , upside to estimates , Parks reopening , pent up demand

Views: 160, Votes: 3, Responses: 0, Attachments: 15
F

+31 pts



$F - Deutsche sees near-term rally for Ford as favorable vehicle mix/pricing and savings likely to drive Q1 beat, and offset chip shortage impact

By cassie on April 22, 2021, 11:10 a.m.
Tagged topics: positive catalyst , analyst checks , investor day , electric vehicles , Deutsche Bank , cost restructuring , upside to estimates

Views: 254, Votes: 2, Responses: 0, Attachments: 1
GOOGL , FB , SNAP , TWTR

+33 pts



$GOOGL, $FB, $SNAP, $TWTR - Jefferies checks indicate strong Q1 digital ads, expects 'big beat' for 'top growth idea' SNAP

By labjordan on April 22, 2021, 10:46 a.m.
Tagged topics: valuations , analyst checks , digital advertising , strong growth , earnings preview , Jefferies , high expectations , upside to estimates

Views: 205, Votes: 2, Responses: 0, Attachments: 19
AAPL , AMD , NVDA , QCOM , TSM

+1 pts



WILL LOAD ON ER EXPECTATION...

By johnoneoff on April 17, 2021, 5:18 p.m.
Tagged topics: analyst raises estimates , competitive advantage , Deutsche Bank , strong demand , semiconductors , semi shortage , higher capex , upside to estimates

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSM , AAPL , AMD , NVDA , QCOM

+38 pts



$TSM - Deutsche raises estimates for 2022 and 2023 on belief that TSMC has already received much higher level of commitment than normal

By mooreideas on April 16, 2021, 6:49 p.m.
Tagged topics: analyst raises estimates , competitive advantage , Deutsche Bank , strong demand , semiconductors , semi shortage , higher capex , upside to estimates

Views: 480, Votes: 5, Responses: 1, Attachments: 2
NFLX

+31 pts



$NFLX - despite tough comps and reopening concerns, analysts remain optimistic that Netflix will be a long-term winner

By labjordan on April 16, 2021, 12:08 p.m.
Tagged topics: streaming , long-term story , earnings preview , tough comps , Piper Sandler , BMO , Raymond James , password sharing , upside to estimates , reopening fears

Views: 475, Votes: 1, Responses: 0, Attachments: 26
PAYC

+35 pts



$PAYC - Oppenheimer checks indicate upside to Q1, sees catalyst for a shift in stock sentiment, and recommends buying the pullback

By josiebe on April 15, 2021, 2:24 p.m.
Tagged topics: positive catalyst , analyst checks , Oppenheimer , buy the dip , market sentiments , upside to estimates , attractive valuation , SaaS , limited downside

Views: 214, Votes: 3, Responses: 1, Attachments: 13
RBLX , HAS

+32 pts



$RBLX - Morgan Stanley says Hasbro partnership exemplifies opportunities that could add $1bn+ to long-term EBITDA

By rIsILAwr on April 14, 2021, 12:36 p.m.
Tagged topics: partnership , long-term story , growth stock , gaming , Morgan Stanley , 3D content , upside to estimates

Views: 196, Votes: 2, Responses: 0, Attachments: 4
IAC , ANGI

+32 pts



$IAC, $ANGI - JP Morgan says ANGI's growth in Mar were notably better even after normalizing for easier comps, estimates IAC stub trading at $10bn

By rIsILAwr on April 12, 2021, 10:44 p.m.
Tagged topics: buying opportunity , spin-off , home improvement , JP Morgan , Vimeo , upside to estimates , Dotdash

Views: 213, Votes: 2, Responses: 0, Attachments: 6
ATVI , EA , TTWO

+33 pts



$ATVI, $EA, $TTWO - Goldman says video game engagement at new record, bullish on ATVI and EA into CQ1 earnings

By junkfoodlover on April 12, 2021, 3:03 p.m.
Tagged topics: Apex Legends , user engagement , earnings preview , video games , Goldman Sachs , Steam , upside to estimates , Twitch

Views: 180, Votes: 2, Responses: 0, Attachments: 11
UBER , DASH

+31 pts



$UBER, $DASH - JP Morgan says strong Mar trends suggest upside to Mobility & Delivery gross bookings, and are a positive read to DASH

By junkfoodlover on April 12, 2021, 11:38 a.m.
Tagged topics: analyst checks , ride share , food delivery , JP Morgan , upside to estimates

Views: 185, Votes: 1, Responses: 0, Attachments: 1
TXT

+30 pts



$TXT - Goldman upgrades Textron to Buy on signs of improving business jet market, 'substantial upside' to estimates, and cheap valuations

By phenphen on April 8, 2021, 4:38 p.m.
Tagged topics: discount valuation , analyst upgrade , improving outlook , Goldman Sachs , upside to estimates , improving business jet market

Views: 196, Votes: 1, Responses: 0, Attachments: 10
TSM , INTC

+32 pts



$TSM - JP Morgan expects strong Q1 numbers and guide next week, despite Apple iPhone order adjustments

By mooreideas on April 8, 2021, 4:06 p.m.
Tagged topics: iPhone , earnings preview , improving outlook , JP Morgan , upside to estimates , US expansion plans , Intel Foundry Services

Views: 220, Votes: 2, Responses: 0, Attachments: 9
BAC , C , GS , JPM , MS , PNC , USB , WFC , TFC , Banks

+37 pts



Deutsche says we're only halfway through the banks' rally, sees EPS growth supporting a further 30-50% rise in stocks over next 2-3 years

By ethonomics on April 7, 2021, 11:02 a.m.
Tagged topics: buying opportunity , investment banks , Deutsche Bank , investment themes , multi-year story , upside to estimates , US banks, #earnings growth

Views: 179, Votes: 4, Responses: 0, Attachments: 41
BAC , JPM , GS , C , Banks

+5 pts



bullish

By Profiteer on March 26, 2021, 4:19 p.m.
Tagged topics: valuations , Morgan Stanley , upside to estimates , Fed lifts payout restrictions , lower cost of equity

Views: 1, Votes: 1, Responses: 0, Attachments: 0