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The Edge | Company Analysis

Company Analysis Company Analysis - Materials Company Analysis - Industrials
Jun 01. 2022

Analysts Expect U.S. Home Prices To Ease Starting in 2023; Demand To Hit A Speed Bump

Multiple and intermittent waves of disruption have impacted the home building industry in recent years. After more than two years of Covid-induced upheaval, home buyers and ...

author: Visible Alpha

Company Analysis Investment Research
Apr 08. 2022

How Promising Is The Future of Last-Mile Food Delivery?

The last-mile food delivery industry has become a market worth $46.2 billion in CY21, according to the Visible Alpha consensus. Visible Alpha’s granular consensus data offers a ...

author: Visible Alpha

Company Analysis Company Analysis - Materials
Mar 22. 2022

Tesla Isn't a Car Company

Tesla’s growth and margin profile is more aligned with a technology company than a traditional automobile manufacturer, which may explain why the market believes the ...

author: Visible Alpha

Company Analysis Partnerships
Mar 16. 2022

Visible Alpha + Business Breakdowns

A Recap of February's Business Breakdowns Podcasts In February 2022, Visible Alpha was a proud sponsor of Business ...

author: Visible Alpha

Company Analysis Company Analysis - Consumer Discretionary
Feb 02. 2022

“Transitory” Inflation Meats Reality

With markets showing high levels of volatility and the Federal Reserve discussing the possibility of raising rates several times this year, investors continue to be ...

author: Visible Alpha

Company Analysis Investment Research Company Analysis - Technology
Jan 19. 2022

Adding Users or Selling Ads? A Quantitative Analysis of Social Media Stock Returns to KPI Surprises

What are the key revenue drivers in social media, and how does the market react to surprising new information about them?

author: Visible Alpha

Company Analysis
Apr 23. 2020

Forecasting the Global Business Impact and Recovery from Covid-19

A Global Meta-Analysis of Investment Research Analyst Forecasts While the world reels from the social and economic shocks caused by the ...

author: Visible Alpha’s Research & Innovation Lab

Company Analysis
Apr 17. 2020

COVID-19 Analyst Revisions Ahead of Earnings Season

Earnings season is here, and companies are expected to update full-year guidance to reflect the impact of the COVID-19 crisis. As events have unfolded since the start of the ...

author: Johnathan Ritucci

Company Analysis
Mar 03. 2020

Zillow Analysts Bullish On Core Business But Skeptical of iBuyer Model

Questionable Profits Zillow analysts have widely different views on the company’s future profitability as they transform into a real estate iBuyer. ...

author: Johnathan Ritucci

Company Analysis
Feb 12. 2020

Analysts Forecast Disney+ Hitting Subscriber Goal Three Years Ahead of Schedule

Disney+ Subscriptions Revised Higher The launch of Disney+ has exceeded most analyst expectations after ending its first quarter with 26.5M ...

author: Johnathan Ritucci