reports
Snap Inc: 3 directors
Two Directors at Snap Inc sold/gave away 1,497,833 shares at between 0.000USD and 12.524USD. 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 over...
- Dan Salmon
- Dan Salmon
Snap Inc. (SNAP, Buy, $17 target) First Take: Direct Response still hu...
What's New: In this first take following tonight’s results, we focus on: 1. Solid, not yet spectacular advertising trends, with DR and advertiser growth leading 2. Very careful rollout of Simple Snapchat progressing 3. Very early days for Promoted Places and Sponsored Snaps
- Dan Salmon
Snap Inc. (SNAP, Buy, raising target to $17 from $16) Adding Sponsore...
We are adding estimates for Sponsored Snaps (in the Chat inbox) and Promoted Places (on the Snap Map) to our model, while also reducing our estimates for Discover ads, as that surface is de-emphasized in the new Simple Snapchat. We also raise our Spotlight estimates slightly
- Dave Nicoski
- Ross LaDuke
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.
SNA SNAP-ON INCORPORATED
WWW WOLVERINE WORLD WIDE INC.
TXT TEXTRON INC.
PLAY DAVE & BUSTER'S ENTERTAINMENT INC.
IRDM IRIDIUM COMMUNICATIONS INC.
EXPE EXPEDIA GROUP INC.
CNS COHEN & STEERS INC.
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
CIA CHAMPION IRON
TRUP TRUPANION INC.
TATT TAT TECHNOLOGIES LTD.
VALU VALUE LINE INC.
UNFI UNITED NATURAL FOODS INC.
MHH MASTECH DIGITAL
EML EASTERN CO.
WLFC WILLIS LEASE FINANCE CORP.
DESP DESPEGAR.COM CORP.
HEAR TURTLE BEACH CORP.
LOVE LOVESAC
ATLC AL TAWFEEK LEASING
BRP BRP GROUP
BX BLACKSTONE GROUP INC.
ARES ARES MANAGEMENT CORPORATION
FRHC FREEDOM HOLDING CORP
CG CARLYLE GROUP INC
PAY PAYMENTUS HLDGS INC
FWRG FIRST WATCH RESTAURANT GRP INC
OWL BLUE OWL CAPITAL INC
TPG TPG INC
ASLE AERSALE CORP
LB LANDBRIDGE COMPANY LLC
BOW BOWHEAD SPECIALTY HOLDINGS INC
- Dan Salmon
Advertising Week Takeaways 2H Ad Trends, CTV Pricing, GOOGL, META, AM...
We had the opportunity to catch up with over a dozen industry contacts and check in on close to 20 panels over the past four days of NYC Advertising Week. In the note, we walk through the top takeaways from our conversations including 2H24 advertising trends, the latest in CTV ad market pricing/supply trends, and views on the potential outcome of the DOJ versus GOOGL Ad Tech case. We also have specific stock takeaways for GOOGL, META, AMZN, TTD, SNAP, PINS, and RDDT.
- Blair Levin
- Dan Salmon
TikTok/Google Litigation Expert Call Recap: Timelines, Remedies, and w...
Last week, we hosted an expert call about the latest proceedings in the U.S. TikTok ban litigation and Google’s ad tech antitrust case. We also reviewed where Google’s search case sits as the remedies phase gets underway and an appeal from Google is expected soon.
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) Takeaways from the Partner Summit an...
SNAP hosted its 6th annual Partner Summit yesterday, and we attended in person, including meeting with CEO Spiegel and CFO Anderson. In this note, we review the implications for the broader investment thesis, particularly the short and long-term impact of redesigning the app, combined with new ad load across the Map and Chat inbox (as well as a potential TikTok ban in the US).
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) What to expect at next week’s Partn...
SNAP is hosting its 6th annual Partner Summit next Tuesday September 17th, and we’ll be attending in person. The event should once again be focused on new user product innovation, community growth including creator support, augmented reality innovations, and an update on Snapchat+.
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) More conviction in above consensus r...
Yesterday, SNAP shared an internal letter to employees from CEO Evan Spiegel. Among the highlights, we think the most important to investors is that SNAP has begun testing new Promoted Places and Sponsored Snap ad units, bringing ad monetization to Snapchat’s Chat inbox and Map for the first time.
Snap-On Inc: 2 directors
Two Directors at Snap-On Inc sold/sold after exercising options 2,886 shares at between 282.605USD and 283.968USD. The significance rating of the trade was 60/100. 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 co...
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) Gen AI Text Generator Highlights La...
Last week, SNAP announced a new GenAI Copy Generator for advertisers, and earlier this month, the company narrowed its set of advertising objectives to twelve, from five. In this brief note, we review these announcements and other ad product updates since SNAP’s earnings call (including U.S. state-level targeting for First Story, which should benefit political spending at SNAP) and share our views on how each should support SNAP’s Direct Response and Brand advertising businesses.
- Dan Salmon
Snap Inc. (SNAP, Buy, lowering target to $16 from $18) 2Q24 Model Upd...
Our target decreases to $16 from $18 on lower estimates. Investment Thesis: SNAP continues to grow its advertiser base significantly and improve its direct response advertising toolset, which are the most important variables to building a healthy digital ad business over the long-term. Brand softness is inline with commentary from other companies, and barring the beginning of an outright recession, it should recover going into holiday season. New announcements at SNAP’s Partner Summit on Septem...
- Dan Salmon
- Dan Salmon
Snap Inc. (SNAP, Buy, $18 target) Snap Inc. (SNAP, Buy, $18 target) Fi...
What’s New: In this first take following tonight’s results, we touch on: 1. Soft US brand advertising spoils strong, consistent DR and advertiser growth 2. Global engagement strong, but some volatility in the U.S. 3. Snapchat+ now at 11M subscribers, right in-line with our estimate for 2Q24 4. 2024 non-GAAP expense guidance reiterated
- Dan Salmon
Snap Inc. (SNAP, Buy, $18 target) Quick Thoughts Ahead of Thursday’s P...
Ahead of Thursday PM’s earnings report, we review what to look for in the investor letter and listen for on the earnings call, our top questions for management, potential positive and negative catalysts, and the key controversies for the stock, including: 1. Ads: New products, new partnerships, and we’re focused on SMB advertiser growth 2. Snapchat+ diversifies revenue and monetizes generative AI product development 3. North American engagement levels remain a key risk to watch 4. Election risk ...
Moody's Ratings affirms Snap-on Incorporated's A2 senior unsecured rat...
Moody's Ratings (Moody's) affirmed Snap-on Incorporated's (Snap-on) A2 senior unsecured notes ratings and its Prime-1 (P-1) short-term commercial paper rating. The outlook is maintained at stable. RATINGS RATIONALE Snap-on's A2 senior unsecured ratings reflects ongoing strong operating performan...
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