Analyst Alerts Archives - Page 12 of 37

FridaySep 25, 2020 1:02 pm

NetworkNewsBreaks – Fitness Trends During Rapidly Changing Landscape and Beyond

A recent analysis report written by LikeFolio Founder Andy Swan discusses increased interest in virtual trainers and working out from home, including a high volume of consumer mentions for Apple (NASDAQ: AAPL), Garmin Ltd. (NASDAQ: GRMN) and Peloton Interactive Inc. (NASDAQ: PTON) products and streaming services. The report reads, “While Apple mentions were spiking on Tuesday during its annual keynote event, LikeFolio recorded high volume for some other names, like Garmin (NASDAQ: GRMN) and Peloton (NASDAQ: PTON). What was going on? Consumers were discussing how Apple Fitness+ and the Apple Watch fit into the rapidly changing fitness landscape. Peloton's CEO…

FridaySep 25, 2020 12:49 pm

NetworkNewsBreaks – DraftKings Inc. (NASDAQ: DKNG) Featured in Analysis Report

DraftKings (NASDAQ: DKNG), offering a range of products designed to fuel the competitive spirits of sports fans, was featured in a recent analysis report that discussed its move to a publicly traded company and subsequent performance. The report, written by LikeFolio Founder Andy Swan, reads, “DKNG went public in an interesting fashion, via merger deal that allowed it to trade on the Nasdaq Global Select Market in April. Purchase intent mentions for the platform increased 158% in the past 90 days vs. prior year. This company is being propelled by macro tailwinds. Mentions of sports gambling ("betting on sports," "sports…

ThursdaySep 24, 2020 1:40 pm

NetworkNewsBreaks – Apple Inc. (NASDAQ: AAPL) Featured in Analysis Report

Apple (NASDAQ: AAPL) was featured in a recent analysis report that discussed the 2020 Apple Keynote Event, which showcased releases in three key product segments (notably lacking an iPhone drop). The report, written by LikeFolio Founder Andy Swan, reads, “The iPad 8th Generation/iPad Air product combo registered the highest level of consumer demand vs. other product drops. Purchase intent mentions for the iPad brand increased 141% YoY and demand for the Apple Watch increased 28% YoY.” About Apple Inc. Apple is an American multinational technology company headquartered in Cupertino, California, that designs, develops and sells consumer electronics, computer software and…

TuesdaySep 22, 2020 9:38 am

NetworkNewsBreaks – Adobe Inc. (NASDAQ: ADBE) Featured in Analysis Report

Adobe (NASDAQ: ADBE) was featured in a recent analysis report that dubbed the company, “king of content creation” and discussed soaring of its Q2 earnings, bolstered by pandemic-led demand. The report, written by LikeFolio Founder Andy Swan, reads, “subscription sales rose 17% YoY as consumers searched for ways to conduct business all digital (especially significant when it comes to documents): Use of web-based PDF services + 40% QoQ; Number of documents shared in Acrobat +50% YoY; Adobe Sign, cloud-based electronic signature solution, +175% YTD; Mobile installations: Acrobat Reader +43% YoY; Adobe Scan + 66% YoY.” About Adobe Inc. Adobe, an…

TuesdaySep 22, 2020 9:24 am

NetworkNewsBreaks – FedEx Corporation (NYSE: FDX) Featured in Analysis Report

FedEx (NYSE: FDX) was featured in a recent analysis report that discussed the company’s better-than-expected profit and revenue driven by pandemic-induced home deliveries. The report, written by LikeFolio Founder Andy Swan, reads, “This boost is clearly depicted on the chart below, displaying mentions of consumers utilizing FedEx shipping services: +142% YoY. The trend mirrors an overall consumer shift to eCommerce, mentions of which have increased 66% in the last 90 days vs. prior year.” About FedEx Corp. FedEx provides customers and businesses worldwide with a broad portfolio of transportation, e-commerce and business services. With annual revenues of $71 billion, the…

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…

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…

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…

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…

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…