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Earnings Edge for Wednesday: Setups for Alibaba, Cisco, Nebius, Dynatrace, Birkenstock, Amdocs, Wix.com, Vishay Intertechnology, Oddity…
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
9 hrs ago
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Consensus Media
Consensus Estimate Nvidia Model: Dynamic Three Statement Historicals + Forecasts for 2005-2028E
Updating our three statement Nvidia financial model with forecastable periods out to the end of 2028.
11 hrs ago
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Consensus Media
Upside All Over: Sea Limited's Actuals vs. Consensus
Consensus Expectation Benchmarking + Valuation Context
13 hrs ago
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Consensus Media
Americas Growth Stalling: On Running's Actuals vs. Consensus
Consensus Expectation Benchmarking + Valuation Context
13 hrs ago
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Consensus Media
Our Profits are Gone: Hims & Hers Actuals vs. Consensus Recap
Consensus Expectation Benchmarking + Valuation Context
May 11
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Consensus Media
1
Consensus Expectations for Asia Tech Reporting this Week: Sea Limited, Alibaba, Tencent, Tencent Music, and JD.com
Consensus Estimates + Valuation Context
May 11
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Consensus Media
A Very Favorable Setup: On Holdings Consensus Expectations
Consensus Metrics + Valuation Context
May 11
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Consensus Media
Earnings Edge for Tuesday: Setups for Sea Limited, JD.com, On Running, Zebra Technologies, Tencent Music, Oklo, Venture Global, Under…
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
May 11
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Consensus Media
Warranting a Relief Rally: Monday.com Actuals vs. Consensus Recap
Consensus Estimate Recap + Valuation Context
May 11
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Consensus Media
1
Ranking this Week's 300+ Reporters by Short Interest, Implied Earnings Move, 3 Month Return, and RSI
We’ll start with short interest, then move to what options pricing is saying about implied earnings moves, and then we’ll rank the best and worst…
May 10
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Consensus Media
3
1
Is a 50% Y/Y EBITDA Decline in the Bag? Hims & Hers Consensus Expectations for Monday's Results
Consensus Estimates + Valuation Context
May 10
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Consensus Media
Another Bloody Monday Ahead? Previewing Consensus Expectations for Monday.com
Consensus Estimates + Valuation Context
May 8
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Consensus Media
1
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