Company Notes

November 7, 2020

More good news hidden in the Q3 print; raising PT to $290; BUY

By Vasily Karasyov

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November 6, 2020

The only charts you need to see after Q3; reiterate BUY, raising PT to $878

By Vasily Karasyov

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November 5, 2020

FIRST LOOK

By Vasily Karasyov

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November 5, 2020

FIRST LOOK

By Vasily Karasyov

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November 5, 2020

Too early to call; we think bulls will be proven right; BUY

By Vasily Karasyov

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November 3, 2020

FIRST LOOK

By Vasily Karasyov

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November 3, 2020

Updating estimates following Q1 FY21 report

By Vasily Karasyov

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November 3, 2020

Adjusting estimates; maintain Neutral

By Vasily Karasyov

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November 2, 2020

FIRST LOOK

By Vasily Karasyov

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November 2, 2020

Adjusting estimates

By Vasily Karasyov

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November 2, 2020

Adjusting estimates

By Vasily Karasyov

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October 30, 2020

A deal could reset the sentiment but timing beyond uncertain; maintain Neutral

By Vasily Karasyov

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October 29, 2020

FIRST LOOK

By Vasily Karasyov

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October 23, 2020

Not a news cycle but TAM expansion, a $56 stock on doable estimates, BUY

By Vasily Karasyov

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October 16, 2020

A dive into elevated marketing spending: is it a positive or a negative?

By Vasily Karasyov

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