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Home » Analyst Alerts

Breaks Categories: Analyst Alerts

ThursdaySep 17, 2020 2:04 pm

NetworkNewsBreaks – Peloton Interactive Inc. (NASDAQ: PTON) Featured in Analysis Report

Peloton Interactive (NASDAQ: PTON) was featured in a recent analysis report discussing the high expectations of investors ahead of its report of financial results for its fourth quarter and full-year fiscal 2020 (https://nnw.fm/rjfbs). The report, written by LikeFolio Founder Andy Swan, reads, “Peloton's growth story is incredible. Shares have gained more than 210% year-to-date as consumers flocked to the already popular product and service suite during quarantine. Last quarter, PTON increased revenue 66% YoY, increased paid subscribers 64% YoY, and reported extremely low churn (the 12 month retention rate for connected fitness subscribers was 93%). LikeFolio recorded acceleration of consumer…

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ThursdaySep 17, 2020 1:15 pm

NetworkNewsBreaks – How Streaming Services Stack Up Following Quarantine

A recent analysis report written by LikeFolio Founder Andy Swan compared key players in the streaming services sector including Netflix Inc. (NASDAQ: NFLX), HBO Max, Hulu and Disney+ (NYSE: DIS). The analysis report reads, “Netflix still the big dog, but new subscriber growth has normalized post-quarantine, as the company alluded to on its last release. HBO Max is receiving sustained new subscriber mentions post-launch. While not as explosive as Disney+, in the last month it is outpacing the subscriber in volume. Disney+'s Mulan drop was hyped but didn't move the new subscription needle significantly. However, Disney+ streaming mentions did spike on…

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ThursdaySep 17, 2020 12:34 pm

NetworkNewsBreaks – RH (NYSE: RH) Featured in Analysis Report

RH (NYSE: RH) (“Restoration Hardware”) was featured in an analysis report that highlighted the company’s notable performance ahead of its recently released financial results for the second quarter ended August 1, 2020. The report, written by LikeFolio Founder Andy Swan, reads, “Restoration Hardware shares have gained more than 50% in value year-to-date and surged nearly 300% from March lows. The company that specializes in high-quality home furnishings and decor surprised investors on its last report, and attributed success to its annual membership model and digital engagement vs. chasing demand through promotions. LikeFolio recorded significant increases in Purchase Intent YoY and…

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ThursdaySep 17, 2020 11:56 am

NetworkNewsBreaks – Slack Technologies, Inc. (NYSE: WORK) Featured in Analysis Report

Slack Technologies (NYSE: WORK) was featured in a recent analysis report that detailed the company’s performance in comparison to its two closest competitors, Microsoft Teams (NASDAQ: MSFT) and Zoom (NASDAQ: ZM). The report, written by LikeFolio Founder Andy Swan, reads, “Last quarter, Slack reported revenue +50% YoY and added a record 12,000 net new paid customers, but shares sank after the company failed to deliver blowout level results comparable to Zoom's report earlier in the week. Slack is often compared against Zoom and Microsoft Teams. What does LikeFolio data say? Consider the 30-day Moving Average of Purchase Intent (representing new…

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FridaySep 11, 2020 12:54 pm

NetworkNewsBreaks – Five Below, Inc. (NASDAQ: FIVE) Featured in Analysis Report

Five Below (NASDAQ: FIVE) was featured in an analysis report that discussed a recent uptick in consumer purchase intent mentions. The report, written by LikeFolio Founder Andy Swan, reads, “We've had our eyes on Five Below since 2019. We watched consumer demand build into 2020, and then plummet in March as stores closed. FIVE closed down ~3% on its last earnings report after missing EPS and revenue expectations. Now, a shift is beginning to emerge: Purchase Intent in 20Q2 was -1% YoY, +15% QoQ as stores reopened. Purchase Intent in 20Q3 pacing +7% YoY, with a noted bump as its…

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FridaySep 11, 2020 12:28 pm

NetworkNewsBreaks – Analysis Report Details Consumer Trends in Gaming

A recent analysis report provided insight into consumer macro trends in the gaming sector. The report, written by LikeFolio Founder Andy Swan, reads, “First-time gaming mentions increased 170% in the past 30 days vs. prior year. These remain significantly elevated since peaking in March. Generic gaming mentions surged from March-May, and are now normalizing slightly higher YoY: +4%. This is an ENORMOUS shift and behavior adoption spark...that seems to be sticking. And it can absolutely be expected to ripple into other industries. Take a look at the Purchase Intent growth in the last 30 days vs. prior year for companies…

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FridaySep 11, 2020 9:50 am

NetworkNewsBreaks – Satsuma Pharmaceuticals, Inc. (NASDAQ: STSA) Featured in Mizuho Securities Research Report

Satsuma Pharmaceuticals, Inc. (NASDAQ: STSA) was featured in a recent equity research report published by Mizuho Securities USA LLC. The report reads, “We are downgrading STSA shares to Neutral (from Buy) and lowering our price target (‘PT’) to $4 (from $32) following the disappointing top-line results from STS101, their intranasal dihydroergotamine (‘DHE’) in development for the acute treatment of migraine headaches. We spoke to management following the data release and, while they are still digesting the data and evaluating their options going forward, we see limited reasons for optimism and move to the sidelines on the stock.” To request access…

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ThursdaySep 10, 2020 1:18 pm

NetworkNewsBreaks – Macy’s, Inc. (NYSE: M) Featured in Analysis Report

Macy’s (NYSE: M) was featured in a recent analysis report highlighting the retailer ahead of its recently reported second quarter 2020 results (http://nnw.fm/ha4vb). The report, written by LikeFolio Founder Andy Swan, reads, “As ZM's report yesterday highlighted, changing quarantine behavior can create some big winners. But it can also highlight companies on the wrong side of the shift. cc: Macy's. After a brief digital bump in 20Q2, Purchase Intent in 20Q3 (1 month in) is pacing -7% YoY. Consumer happiness is dropping. From March to mid-June, sentiment fell 25 points. It is now setting in 12 points below March levels.”…

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ThursdaySep 10, 2020 12:52 pm

NetworkNewsBreaks – Zoom Video Communications, Inc. (NASDAQ: ZM) Featured in Analysis Report

Zoom Video Communications (NASDAQ: ZM) was featured in a recent analysis report that detailed the company’s standing ahead of its recently released financial results for the quarter ended July 31, 2020. The report, written by LikeFolio Founder Andy Swan, reads, “Talk about being in the right place at the right time. Consumer demand and adoption of Zoom's video conferencing platform boomed during quarantine as consumers sought ways to stay connected socially and at work/school. Purchase Intent in 21Q2 was down 31% QoQ, but increased exponentially YoY. Download and usage mentions in 21Q3 reveals a seasonal uptick as students return to…

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ThursdaySep 10, 2020 10:16 am

NetworkNewsBreaks – Satsuma Pharmaceuticals, Inc. (NASDAQ: STSA) Featured in Mizuho Securities Research Report

Satsuma Pharmaceuticals, Inc. (NASDAQ: STSA) was featured in a recent equity research report published by Mizuho Securities USA LLC. The report reads, “Satsuma reported surprisingly negative results from the pivotal EMERGE efficacy trial for STS101 in the acute treatment of migraines. From the brief press release, it appears that neither dose of STS101 showed a statistically significant benefit over placebo on the co-primary endpoints of the trial at two hours after administration. We are waiting to speak to management and for the release of the detailed data from the study, but given that STS101 is Satsuma's only product we would…

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