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The Edge | Company Analysis (3)

Company Analysis
Apr 11. 2018

A deep dive into Facebook, Snapchat and Twitter

Company Analysis
Mar 28. 2018

Go Beyond Consensus Webinar: Deep dive into Facebook (FB), Twitter (TWTR) and Snap (SNAP)

During ...

Company Analysis
Feb 28. 2018

Facebook: Consensus Estimates Diverging with Stock Underperformance

We’ve noticed an interesting divergence between recent Facebook (FB) performance and consensus estimates. Over the last 3 months, Facebook has ...

Company Analysis
Feb 15. 2018

Uncovering insights on Apple, Under Armour and Netflix

You are probably familiar with top line and bottom line consensus estimates from the sell side, but

Company Analysis
Dec 11. 2017

It's the most magical time of the year...especially for this retailer

With Black Friday and Cyber Monday behind us, the 2017 holiday season is in full swing. For retailers, this is a crucial period as quarterly ...

Company Analysis
Dec 06. 2017

With little investor optimism, is there a bright spot for Under Armour?

Under Armour (UA) has not had a great 2017 so far. Since the start of 2017, the stock has declined by over 50%. After reporting 3Q17 earnings on 10/31, the stock declined by ...

Company Analysis
Nov 17. 2017

Square: Analysts excited about more than just payments

Square, Inc. stock is now up over 200% year-to-date as the company has increasingly gained traction with small to medium businesses. How do analysts view the revenue drivers ...

Company Analysis
Nov 01. 2017

Starbucks (SBUX): Earnings Preview 4Q 2017

Starbucks will be reporting fiscal 4Q17 earnings after market close on 11/2. As is usually the case, investors are laser-focused on Americas same store sales, where investors ...

Company Analysis
Nov 01. 2017

TEVA: Quantifying the Impact of Increased Competition

Teva Pharmaceutical Industries is down ~60% year-to-date amid competitive concerns surrounding its portfolio of drugs. Competitive concerns have largely been focused on two ...

Company Analysis
Oct 20. 2017

Blue Apron: Does the Consensus See a Brighter Future for the Company?

Since its IPO in late June, Blue Apron stock has declined by over 48%, driven largely by 2Q results that missed expectations. Since that time, investors have debated about the ...