reports
- Dan Salmon
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
- Dan Salmon
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...
- MarketLine Department
FLYHT Aerospace Solutions Ltd - Company Profile and SWOT Analysis
Summary FLYHT Aerospace Solutions Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights FLYHT Aerospace Solutions Ltd (FLYHT) is a provider of technological solutions and services for increased safety, communication and efficiency in the aerospace industry. The company provid...
Snap-On Inc: 3 directors
Three Directors at Snap-On Inc sold after exercising options/sold 11,135 shares at between 288.030USD and 289.069USD. The significance rating of the trade was 75/100. 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...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
n 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.
WTM WHITE MOUNTAINS INSURANCE GROUP LTD
TGL. TECNOGLASS INC.
RPD RAPID7 INC.
RLI RLI CORP.
PCRX PACIRA BIOSCIENCES INC.
M MACY'S INC
LVS LAS VEGAS SANDS CORP.
IRDM IRIDIUM COMMUNICATIONS INC.
IPAR INTER PARFUMS INC.
HCI HCI GROUP INC.
FIX COMFORT SYSTEMS USA INC.
CBAY CYMABAY THERAPEUTICS INC.
BMI BADGER METER INC.
ADUS ADDUS HOMECARE
MMC MARSH & MCLENNAN COMPANIES INC.
AXXDF ALDERON IRON ORE CORP
BLDP BALLARD POWER SYSTEMS INC.
FPC. FALCO RESOURCES
SIBN GAZPROM NEFT PJSC
WSO WATSCO INC.
CCF CHASE CORP.
WINA WINMARK CORP.
PLSE PULSE BIOSCIENCES
ELF E.L.F. BEAUTY INC.
SCWX SECUREWORKS
SGU SINO GERMAN UNITED AG
KNSL KINSALE CAPITAL GROUP INC.
KIDS ORTHOPEDIATRICS CORP
DFH DREAM FINDERS HOMES
FDMT 4D MOLECULAR THERAPEUTICS
BMEA BIOMEA FUSION INC
VECT VECTIVBIO HLDG AG
RPHM RENEO PHARMACEUTICALS INC
ACLX ARCELLX INC
BRBR BELLRING BRANDS INC
SYM SYMBOTIC INC
RVPH REVIVA PHARMACEUTICALS HLDGS INC
ATLX ATLAS LITHIUM CORPORATION
- Dave Nicoski
- Ross LaDuke
AVY AVERY DENNISON CORPORATION
LII LENNOX INTERNATIONAL INC.
SNA SNAP-ON INCORPORATED
C CITIGROUP INC.
TKR TIMKEN COMPANY
TJX TJX COMPANIES INC
SBUX STARBUCKS CORPORATION
POST POST HOLDINGS INC.
NDSN NORDSON CORPORATION
IBKR INTERACTIVE BROKERS GROUP INC. CLASS A
HIBB HIBBETT SPORTS INC.
GS GOLDMAN SACHS GROUP INC.
FL FOOT LOCKER INC.
DECK DECKERS OUTDOOR CORPORATION
CASY CASEY'S GENERAL STORES INC.
DRI DARDEN RESTAURANTS INC.
XYL XYLEM INC.
FTV FORTIVE CORP.
GM GENERAL MOTORS COMPANY
HOG HARLEY-DAVIDSON INC.
CARR CARRIER GLOBAL CORP.
RLAY RELAY THERAPEUTICS
RNA AVIDITY BIOSCIENCES
ARKO ARKO CORP (A)
UDMY UDEMY INC
FIVE EVOLVE S&P 500 CLEANBETA FUND
TT TERRA ENERGY CORP.
SNAP-ON sees a downgrade to Slightly Negative on account of less funda...
The independent financial analyst theScreener just lowered the general evaluation of SNAP-ON (US), active in the Durable Household Products industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date October 22, 2021, the closing price was USD ...
- Valens Research
Valens Equity Insights and Inflections - 2021 08 31
CTSH has built an industry-leading asset-based consulting business over the past 15 years, seeing remarkably stable returns and steady investment in growth, through various economic cycles and potentially impactful regulatory changes. However, the market is expecting both their ability to drive growth and sustain and improve profitability to severely erode going forward, with UAFRS-based (Uniform) ROA falling by half and growth slowing too. While markets are overly pessimistic, management is al...
SNA SNAP-ON INCORPORATED
V VISA INC. CLASS A
SSNC SS&C TECHNOLOGIES HOLDINGS INC.
LIVN LIVANOVA PLC
LAMR LAMAR ADVERTISING COMPANY CLASS A
INOV INOVALON HOLDINGS INC. CLASS A
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXLS EXLSERVICE HOLDINGS INC.
CVS CVS HEALTH CORPORATION
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
UNP UNION PACIFIC CORPORATION
CCI CROWN CASTLE INTERNATIONAL CORP
GNRC GENERAC HOLDINGS INC.
KO COCA-COLA COMPANY
LPLA LPL FINANCIAL HOLDINGS INC.
SPGI S&P GLOBAL INC.
ABBV ABBVIE INC.
- Valens Research
SNA - Embedded Expectations Analysis - 2021 08 27
Snap-on Incorporated (SNA:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 15.1x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may have concerns about operating margins, organic sales growth, and the OEM project business. Specifically, management may lack confidence in their ability to improve their operating margin, sustain organic sales growth, and manage operating expenses. Moreover, t...
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