Snap Inc: 3 directors

Three Directors at Snap Inc sold/gave away 1,509,052 shares at between 0.000USD and 15.100USD. The significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors ov...

Snap Inc. (SNAP, Buy, raising target to $18 from $17) The roadmap for...

In this report, we briefly review six current drivers of SNAP’s direct response (DR) ad revenue growth, and five that could potentially contribute more in 2024. We also preview SNAP’s NewFront presentation tomorrow night, and update our model for last week’s earnings results, which result in our target increasing to $18 from $17 due to higher estimates and a higher target valuation.

Non-Alc Nielsen Read; CELH Slows, Continues to Notably Outperform

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Brewing Up an Improvement in Coffee

Snap Inc. (SNAP, Buy, $17 target) Everything works for the ad business

What’s New: In this first take following tonight’s results, we touch on: 1. Broad-based ad growth, and 85% SMB advertiser growth sticks out 2. Engagement metrics hold steady, keeping the biggest risk to the stock at bay 3. Snapchat+ now at 9M subscribers, nicely ahead of our 8.6M estimate for 1Q24 4. My AI and generative AI features lightly highlighted 5. 2024 non-GAAP expense guidance also given for the first time. 6. Timely share repurchases continue as SNAP better manages the share count

Snap Inc. (SNAP, Buy, raising target to $17 from $16) Quick Thoughts A...

What’s New: Ahead of Thursday PM’s earnings report, we review key controversies for SNAP, including: 1. Traction of SNAP’s direct response ad tech changes, and the trajectory of ad revenue growth. 2. Engagement levels in the North America, where deterioration is the most important risk this quarter. Also: can Global DAU growth hold +10%? 3. Flow through of the 10% headcount reduction in 1Q24, both on adjusted EBITDA margins and stock-based compensation. 4. We check in on SNAP’s non-advertising r...

Wedbush Morning Call - Apr 22 2024 6:49AM

Thoughts Ahead of 1Q24 Soda Earnings

NSR Tech Policy: Growing Momentum to Constrain Social Media for Kids +...

In this policy note, we provide updates on two topics: growing momentum to constrain the access of kids to social media and what we are looking for to determine the prospects for the bill on TikTok passing the Senate.

Non-Alc Nielsen Read; CELH Remains Notable Outperformer, KDP Improves ...

Calumet Specialty Products Partners, L.P.: Near-term debt refinancing ...

Our credit view of this issuer reflects its geographic diversity and operational flexibility, offset by its inconsistent free cash flow generation.

Moody's downgrades Calumet Specialty Products' CFR to Caa1; negative o...

Moody's Ratings ("Moody's") downgraded the ratings of Calumet Specialty Products Partners, L.P.'s (Calumet), including the Corporate Family Rating (CFR) to Caa1 from B3, Probability of Default Rating (PDR) to Caa1-PD from B3-PD and ratings on the senior unsecured notes to Caa2 from Caa1 and changed ...

Calumet Specialty Products Partners, L.P. - December 2023 (LTM): Peer ...

Compares key performance metrics against industry peers.

NSR Tech Policy: TikTok Legislative Update

Last week, in the midst of a flurry of news about legislative activity about a TikTok divestiture/ban, we published a note on the issue and then held a call with a former Senate staffer on the prospects for the legislation in the Senate and the Courts. In this note, we summarize our key points from the call, and update our analysis based on the call and subsequent news.

House Passes TikTok Bill: What's Next?

This morning the House passed the legislation that would either force ByteDance to divest TikTok within six months of the legislation going into effect or facing a ban in the US. In this note, we discuss what is next.

InsiderInsights.com Daily Ratings Report: March 5, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Non-Alcoholic Nielsen Read; CELH Dollar Share Eclipses 10% for the Mon...

NSR Policy Quick Take: States likely lose social media case at SCOTUS,...

The Supreme Court yesterday heard arguments on a case involving laws from Texas and Florida that would classify large social media platforms as common carriers and impose “must-carry” provisions on the platforms. We previewed the arguments and the implications of potential decisions yesterday. Here, we quickly summarize our take-aways from the argument.

NSR Policy: Will SCOTUS kill Social Media?

Here, we focus on today’s arguments at the Supreme Court. While we think odds favor the status quo, there is a risk that SCOTUS disrupts the advertising models of social media platforms by making them common carriers and imposing a must-carry regime.