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The Edge | Company Analysis (8)

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 ...

Company Analysis
May 04, 2017

Activision: Higher 2018 Analyst Estimates Driven by King Advertising and Digital Transactions

Investors are bullish on Activision due to its many growth drivers. In particular, two of the main reasons for optimism lie in King Digital, ...

Company Analysis
May 03, 2017

Johnson and Johnson (JNJ): Remicade Not the Only Concern for Investors

Prior to Johnson & Johnson’s 1Q results on April 18, investors were concerned about the outlook for the Pharmaceutical segment. ...

Company Analysis
May 01, 2017

Chipotle (CMG): Consensus Moves Up Post 1Q Results, but Outlook Still Muddled

Chipotle reported fiscal 1Q17 results last Wednesday after the close that were well-above expectations on earnings. Management also reiterated ...