GBA PRESENTS- the public games

Discussion in 'Stocks' started by stonedinvestor, Jul 22, 2024.



  1. Maybe the 4th was Trade desk-- my mind not so good this AM...

    That was the 1st comment we have had on FIG// Most likely not one of the major underwriters...

    Is it FIG?/
     
  2. Figma, Inc. (NYSE: FIG) today announced that its second quarter 2025 financial results will be released after the U.S. financial markets close on Wednesday, September 3, 2025.--

    Everyone is saying deceleration just a matter of how much/// If they could turn that naritive upside down it would create a huge pop...

    If it goes the other way obviously we are screwed.

    Have to think they have thought this out...

    Yesterday's big price declines gave the stock the excuse to final purge...

    I'm leaning towards buying FIG at the open. I understand it is a very dangerous move.
     
  3. VOL- is an investors best friend it tells you things...

    FIG Vol yesterday-:

    • Volume---------->8,944,759
    • Avg. Volume--->20,684,371
     
  4. Hummmmmmmmmmmmmmm-

    BellRing August trends support 'constructive' Q4 view, says Stifel » 08:45 BRBR

    BRBR vs FIG-?????
     
  5. SuperCom awarded new electronic monitoring contract in Alabama » 08:31 SPCB
     
  6. LSPD-

    Lightspeed reports Q1 adjusted EPS 6c, consensus13c 07/31 LSPD Reports Q1 revenue…

    Terrible tight?/

    Lightspeed price target raised by $2 at Morgan Stanley,<-- Today


    » 08:27 LSPD Morgan Stanley raised the… Over a week ago Lightspeed price target raised by C$3 at Raymond James » 08/01 LSPD Raymond James analyst… Lightspeed price target raised by $2 at UBS » 08/01 LSPD UBS raised the… Lightspeed price target raised by $2 at Benchmark, » 08/01 LSPD Benchmark raised the… Lightspeed price target raised by $3 at Barclays, » 08/01 LSPD Barclays raised the… Lightspeed price target raised by $2 at BTIG, » 07/31 LSPD BTIG raised the…

    LSPD Lightspeed Commerce Inc.


    $12.06-0.29(-2.35%)4:00 PM 08/19/25
    NYSE |$USD |Pre-Market:$12.02-0.04(-0.33%)8:00 AM

    Best as I can tell next year is just bad.

    But 2027 should be well up.

    That seems like a long time away but the stock market is a discounting mechanism.
    Sales constant at +12%./
     
  7. Lightspeed Commerce news, Director Dale Murray bought 1,886 shares of Lightspeed Commerce stock in a transaction dated Friday, May 30th. The shares were acquired at an average cost of C$14.65 per share, with a total value of C$27,624.81. 9.93% of the stock is owned by insiders.

    stk was $10.48 us
     


  8. This was aug 6--

    Stifel trims BellRing Brands price target, calls pullback ‘overdone’


    Stifel lowered the firm’s price targeton BellRing Brands (BRBR) to $66 from $81 and keeps a Buy rating on the shares. BellRing reported a stronger third quarter for both revenue and EBITDA, but only maintained the midpoint of its outlook for the year with increased competitive activity being called out, the analyst noted. The firm views the pullback in the shares, which it attributes mostly to multiple compression, as “overdone” and one that presents “an attractive level to increase ownership,” the analyst tells investors.
     
  9. Figma in focus as Piper Sandler starts with Overweight rating
    Aug. 20, 2025 8:19


    Figma (NYSE:FIG) was in focus on Wednesday as investment firm Piper Sandler started coverage on the design software company with an Overweight rating and $85 price target.

    Shares werefractionally higherin premarket trading.

    “Preliminary ARR for Q2 is approaching $1Bin a short span of 10 years,” Piper Sandler analyst Brent Bracelin wrote in a note to clients. “Despite strong growth, the company is still in the early stages of building an end-to-end platform optimized to turn ideas into digital products for companies of all sizes. Favorable secular tailwinds aided by new AI-powered solutions could help triple ARR to $3B+ and expand FCF to 30%+ by 2030E.”

    Bracelin continued: “Given volatility across newly minted IPOs could remain elevated near term (i.e., FIG rose 250% on the first day but has now declined 21% in one week and sits 49% below the high), we advise large-cap growth investors to opportunistically add to positions.”

    Figma went public late last month, and euphoria surrounding the event resulted in a brief valuation of the company at more than $50B.

    Figma, which competes with companies like Adobe (ADBE) and others, also has multiple growth levers that it can pull, Bracelin added. These include: new packaging and pricing (with the company having made changes in March that include a 20% to 33% full-seat price boost); freemium to paid conversions, as Figma has 25M monthly visitors and 13M active users; cross-selling of new products; and global expansion.

    Lastly, the company appears to be in the “early innings” of unlocking the opportunity afforded by artificial intelligence. “Ambitious new products could result in a temporary margin drag but better position FIG for growth upside,” Bracelin explained.
     
  10. COCO The Vita Coco Company, Inc.


    $33.940.11(+0.33%)4:00 PM 08/19/25
    NASDAQ |$USD |Pre-Market:$35.49+1.55(+4.57%)8:51 AM

    Vita Coco tariff-fueled sell-off overdone given mitigation levers - Piper Sandler
    Aug. 19, 2025 4:42 PM ET The Vita Coco Company, Inc. (COCO)


    Shares of The Vita Coco Company (NASDAQ:COCO) perked up after the close on Tuesday after Piper Sandler said the recent pullback in the stock -- likely due to revised tariffs -- was overdone as the company has “sourcing flexibility” to mitigate any negative impacts.

    “We believe COCO can offset some incremental tariffs by shifting its sourcing away from higher tariff countries, and can take more pricing action if needed,” Piper Sandler analysts Michael Lavery and Luke Maloney said in their research note to clients.

    With coconuts sourced primarily from Southeast Asian, Central and South American countries, Vita Coca can shift its highest tariff product from Brazil (50% tariff) to non-U.S. markets which are ~17% of COCO’s total volume. Lavery and Maloney believe the Philippines – with a 19% tariff – could fill the gap within 4-6 months.

    “With sourcing shifts, we calculate COCO’s potential weighted average tariff to be ~21%, which likely adds ~6% of incremental costs in 2026 versus its already including ~6% of baseline tariff costs,” Piper’s analysts said.

    Since COCO has already taken pricing action for this baseline tariff cost, and elasticities for Q2 pricing look manageable, Lavery and Maloney think COCO can take commensurate pricing, likely at the beginning of 2026, to help offset its 6% incremental tariff cost.

    Given COCO’s tariff mitigation options and “overdone” reaction in the stock price since the August 1 tariff deadline date, Lavery and Maloney upgraded Vita Coco (NASDAQ:COCO) to Overweight from Neutral with a $39 price target, representing 15% upside from Tuesday’s closing price.

    Vita Coco (NASDAQ:COCO) shares are nearly4% higher in after-hours trading.