Airbnb: Upgrading To Hold, Headwinds Priced In
Summary: We’re upgrading Airbnb, Inc. to a hold.We think the current macro headwinds are now priced in.We now expect...
Month: August 2023
Salesforce: Profitable Growth Can Send Shares Back To The All-Time High
Summary: Salesforce reported Q2 results that beat expectations, while management revised full-year guidance higher.The...
GameStop Q2 Earnings Preview: Seasonal Tailwinds But Caution Warranted
Summary: GameStop still faces sizable fundamental issues.Another short squeeze is unlikely due to the resistance levels...
Mastercard: Doesn’t Deserve The Premium Over Its Competitors
Summary: Mastercard's earnings beat expectations, presenting a solid and healthy company.With Visa being in the 'fair...
Affirm Can Grow Its Business In A Tough Interest Rate Environment
Summary: Affirm's FY2023 Q4 earnings report exceeded expectations, with accelerated GMV growth and positive operating cash...
More Reasons To Buy The Dip In Microsoft Stock
Summary: The market was disappointed when Microsoft’s executives shared that revenue growth from AI advancements would...
Meta: Reels Monetization Progress And Potential
Summary: Reels has the potential to contribute significantly to Meta's revenue, reaching $5 billion by the end.Overlay ads...
Tesla’s Margins: How Low Will They Go?
Summary: Tesla stock has rallied through most of 2023 during a time when consensus was estimating sales to grow +23% y/y...
Salesforce’s Q2 Earnings: Profitability, Positive Outlook, AI-Driven Productivity
Summary: Salesforce delivers strong results and emphasizes the role of AI in driving productivity gains.The company's...
iQIYI: Path To Sustainable Profitable Growth Continues
Summary: iQIYI continues to showcase sustainable profitable growth with increased revenue and membership services...