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The Edge | Visible Alpha (10)

Company Analysis
May 26, 2017

Lululemon Athletica (LULU): What's to Blame for the Slowdown in Store Sales Growth?

On LULU’s fiscal 4Q conference call, senior management noted a material slowdown in stores and on their website to start their 1Q17. Management noted that store traffic ...

Company Analysis
May 25, 2017

Under Armour (UA): What Do Analysts Expect For The Company Longer-Term?

In late 2015, Under Armour’s senior management established long-term targets of 25% sales CAGR and 23% operating income CAGR through 2018. This translated into $7.5 billion in ...

Company Analysis
May 24, 2017

eBay: Analysts Expecting Initiatives to Drive 2H17 Revenue Acceleration

eBay’s Marketplace Transaction revenue is a major focus for senior management and investors. In 2016, Marketplace Transaction revenue grew 3.2%, and in the company’s most ...

Company Analysis
May 19, 2017

Juniper (JNPR): Consensus Margin and EPS Estimates Lagging Management’s Longer-Term Guidance

In May of 2016 at their Investor Day, Juniper’s management team established detailed long-term revenue, margin, and EPS targets through 2019. One year later, with a more ...

Company Analysis
May 17, 2017

Estee Lauder (EL): A Closer Look at Management’s Cash From Operations Guidance

Late last year, on the company’s fiscal 4Q16 earnings conference call, Estee Lauder management noted that they expected cash from operations to grow at a faster rate than ...

Company Analysis
May 16, 2017

Disney (DIS): Cable Networks Consensus Estimates Continue to Move Downward

Disney reported fiscal 2Q17 results last week that exceeded consensus earnings estimates but missed consensus revenue estimates. The revenue miss largely came from Disney’s ...

Company Analysis
May 12, 2017

GILD: How much further will the Hepatitis C franchise decline?

Gilead reported 1Q17 earnings last week and missed earnings expectations. The miss was largely driven by its Hepatitis C (HCV) franchise, which was down 40% YoY.

Company Analysis
May 10, 2017

Whole Foods (WFM): Increased Scrutiny on 2Q Results on Wednesday

Whole Foods reports fiscal 2Q results on Wednesday, with the results being scrutinized more closely than usual. The reason: activist investor Jana Partners disclosed a 9% ...

Company Analysis
May 08, 2017

NVDA: 1Q Preview; Gaming Slowdown Concerns Mount

NVIDIA stock has been on a tear. Over the last year alone, the stock is up a meteoric 193%. However, over the last several months, the stock has ...

Company Analysis
May 05, 2017

Pandora 1Q Preview: Investors Looking for Traction in Pandora Premium

Pandora will report its 1Q earnings next Monday, May 8. As with previous quarters, investors will be watching Advertising revenue for the ...