GBA's "2021 Stock Phantasma"

Discussion in 'Stocks' started by stonedinvestor, Jan 1, 2021.

  1. Carl Icahn reports 7.45% passive stake in Dana 17:38 DAN Carl Icahn disclosed a new 7.45% stake in Dana, which represents over 10.75M shares. The filing does not allow for activism.
     
    #1311     Feb 4, 2021
  2. i think we just found something! DANA-
     
    #1312     Feb 4, 2021
  3. Dana price target raised to $25 from $21 at Deutsche Bank 01/20
    DAN
    Deutsche Bank analyst Emmanuel Rosner raised the firm's price target on Dana to $25 from $21 and keeps a Buy rating on the shares. The analyst sees "strong" volume growth in 2021 for U.S. autos and an ongoing "solid" mix and pricing helped by easy compares, low inventories, and COVID-19-induced demand for comfort, privacy and protection. The Democrat victory in U.S. Congress could also result in demand upside from large federal spending on infrastructure and toward vehicle electrification, Rosner tells investors in a research note. He believes there is room for upside 2021 guidance surprises.
     
    #1313     Feb 4, 2021
  4. vanzandt

    vanzandt

    YETI Earnings Date
    Earnings announcement* for YETI: Feb 11, 2021
    YETI Holdings, Inc. is expected* to report earnings on 02/11/2021 before market open. The report will be for the fiscal Quarter ending Dec 2020. According to Zacks Investment Research, based on 8 analysts' forecasts, the consensus EPS forecast for the quarter is $0.61. The reported EPS for the same quarter last year was $0.47.

    Earnings Per Share
    Estimated Reported
    4Q'191Q'202Q'203Q'204Q'201Q'212Q'213Q'21
    00.20.40.60.8
    EPS
    Estimated EPS 0.13
    Reported EPS: 0.39
    Quarterly Earnings Surprise Amount
    Fiscal Quarter End Date Reported Earnings Per Share* Consensus EPS* Forecast % Surprise
    Sep 2020
    11/05/2020 0.59 0.36 63.89
    Jun 2020 08/06/2020 0.39 0.13 200
    Mar 2020 05/07/2020 0.1 0.05 100
    Dec 2019 02/13/2020 0.47 0.42 11.9
    Yearly Earnings Forecast

    Fiscal Year End
    Consensus EPS* Forecast High EPS* Forecast Low EPS* Forecast Number of Estimates Over the Last 4 Weeks Number of Revisions - Up Over the Last 4 Weeks Number of Revisions - Down
    Dec 2020
    1.69 1.75 1.65 8 2 0
    Dec 2021 2 2.11 1.88 8 2 0
    Dec 2022 2.4 2.51 2.26 4 0 0
    Quarterly Earnings Forecast

    Fiscal Quarter End
    Consensus EPS* Forecast High EPS* Forecast Low EPS* Forecast Number of Estimates Over the Last 4 Weeks Number of Revisions - Up Over the Last 4 Weeks Number of Revisions - Down
    Dec 2020
    0.61 0.67 0.57 8 2 0
    Mar 2021 0.19 0.22 0.16 4 0 0
    Jun 2021 0.49 0.51 0.45 4 0 0
    Sep 2021 0.62 0.67 0.58 4 0 0
    Dec 2021 0.71 0.77 0.64 4 0 0
    Change in Consensus
    Fiscal Year End Dec 2020 Fiscal Quarter End Dec 2020
    1 Month Ago1 Week AgoCurrent
    0123
    Number of Estimates Changed


    Fiscal QE Dec 2020 Down
    0
    Fiscal QE Dec 2020 Up 2
    Fiscal YR Dec 2020 Down 0
    Fiscal YR Dec 2020 Up 2
    Estimate Momentum measures change in analyst sentiment over time and may be an indicator of future price movements. The Change in Consensus chart shows the current, 1 week ago, and 1 month ago consensus earnings per share (EPS*) forecasts. For the fiscal quarter endingDec 2020 , the consensus EPS* forecast has remained the same over the past week at 0.61 and increased over the past month from 0.6 to 0.61(1.67%). Of the 2 analysts making quarterly forecasts, 2raised and none lowered their forecast. For the fiscal year ending Dec 2020 , the consensus EPS* forecast has remained the same over the past week at 1.69 and increased over the past month from 1.67 to 1.69(1.20%). Of the 2 analysts making yearly forecasts, 2raised and none lowered their forecast.
     
    #1314     Feb 4, 2021
  5. here's one to keep an eye on:

    "Ceragon Networks Ltd. provides wireless backhaul solutions that enable cellular operators and other wireless service providers to deliver voice and data services. Its wireless backhaul solutions use microwave and millimeter wave technology to transfer telecommunication traffic between base stations, small sells, and the core of the service provider's network. The company also offers wireless fronthaul solutions that use microwave technology for ultra-high speed, ultra-low latency communication for wireless 5G and 4G base stations."

    i don't understand much of that, but I'm told CRNT is a great 5G play especially with Huawei being banned. it was up 9% yesterday on high volume and pre-market it's up a bit again.

    as a side note, there's a decent amount of CRNT mentions on reddit.

    they report Q4 results on Monday.
     
    #1315     Feb 5, 2021
    vanzandt likes this.
  6. PORTFOLIO POSITION BERRY GLOBAL NAILS IT!

    Berry Global reports EPS growth of 100%!!, raises organic volume growth!! and EBITDA outlook for FY2021!!
    Feb. 05, 2021 7:59 AM ETBerry Global Group, Inc. (BERY)

    THIS MIGHT BE THE BEST REPORT IN OUR STK UNIVERSE!
    • Berry Global Group (NYSE:BERY) +3.1% premarket on earnings beat with organic volume growth of 7% and adjusted EPS +100% in FQ1.
    • Consumer Packaging – North America net sales +13% to $686M vs. consensus of $628.7M and International net sales +4% to $988M vs. consensus of $980.3M.
    • Operating EBITDA advanced 20% to $539M.
    • FQ1 Net Sales and Operating EBITDA Bridge:[​IMG]
    • FY2021 Guidance: Organic volume growth: +4% from prior range of +2%; Operating EBITDA: $2.175-2.225B vs. prior guidance of $2.15B-$2.20B and consensus of $2.19B; Cash flow from operations: $1.525B-$1.625B; Free cash flow: $875M-$975M; Adjusted free cash flow: to exceed $1B; Capex: $650M.
    • The company anticipates further strengthening of balance sheet and expects the leverage ratio to be 3.8 to 3.9 times at the end of FY2021.
     
    #1316     Feb 5, 2021
  7. Teradata price target more than doubled as BofA praises earnings
    Feb. 05, 2021 7:35 AM ETTeradata Corporation (TDC)
    • Saying the company's "cloud first focus is paying off," BofA upgrades Teradata (NYSE:TDC) from Neutral to Buy and raises the price objective from $26 to $55.
     
    #1317     Feb 5, 2021
  8. HYRE
    HyreCar price target raised to $19 from $7 at Lake Street

    Jimmy Janx does not like!
     
    #1318     Feb 5, 2021


  9. oh my--> Snap price target raised to $70 from $40 at Oppenheimer

    oh my-->StoneCo upgraded to Outperform from Neutral at Credit Suisse

    oh my-->Ehang to demonstrate medical air mobility in SAFIR-Med project

    oh my-->Switchback Energy Acquisition initiated with a Buy at Roth Capital 08:09 SBE, CHPT

    oh my--> T-Mobile price target raised to $150 from $135 at Truist »

    oh my-->Pinterest price target raised to $90 from $67 at Susquehanna

    oh my-->Ubiquiti reports Q2 EPS $2.53, consensus $1.77

    Pinterest price target raised to $104 from $86 at Goldman Sachs 07:14 PINS Goldman Sachs analyst Heath Terry raised the firm's price target on Pinterest to $104 from $86 and keeps a Buy rating on the shares after the company reported Q4 revenue and adjusted EBITDA that both topped consensus guided to Q1 year-over-year revenue growth in the low-70% range. While a degree of its strength is likely reflected in shares given the stock's outperformance, Terry believes the long-term monetization opportunity and growth in user engagement should drive further upside, he tells investors. Show Related Items >>
     
    Last edited: Feb 5, 2021
    #1319     Feb 5, 2021
  10. Best Name In The Pot Game-
    Delta 9 Cannabis to open tenth cannabis retail store » 07:11 VRNDF
     
    #1320     Feb 5, 2021