Visible Alpha Insights @VA_Insights
Spotlighting estimates from Visible Alpha Consensus - sourced directly from the models of leading equity research analysts. A product of @VisibleAlpha. visiblealpha.com New York, NY Joined October 2018-
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“The expenses around $META and its investments in AI are going to be significant,” said Visible Alpha Head of TMT Research Melissa Otto on @BloombergRadio following the company’s earnings. For her views on $MSFT and $AAPL, listen to the interview at 36:30: shorturl.at/celZ6
Apple (NASDAQ: $AAPL) and Amazon (NASDAQ: $AMZN) will report results next week. Here are the key numbers that we’re watching. hubs.li/Q02vbjDV0
After positive Phase 3 data, Vertex Pharmaceuticals' (NASDAQ: $VRTX) pipeline drug for cystic fibrosis (CF), vanza, could follow in the footsteps of the company's existing drug, Trikafta, which was approved in 2019. Dive into the analysis: hubs.li/Q02t-0sk0
Based on Visible Alpha consensus, LVMH (EPA: MC), the French luxury group, is expected to see a continued slowdown in growth. Dive into the analysis: hubs.li/Q02v2sJZ0 #marketinsights
On @BloombergTV, Visible Alpha Head of TMT Research Melissa Otto highlighted what tech companies to watch this earnings season, where she sees opportunities like Microsoft and more. Watch her interview starting at 1:21:00: hubs.li/Q02tZ8lQ0
Meta Platforms (NASDAQ: $META), Microsoft (NASDAQ: $MSFT), and Alphabet (NASDAQ: $GOOGL) will report results this week. Here are the key numbers that we’re watching. hubs.li/Q02tPvzx0
Live today at 4:30pm ET, Visible Alpha Head of TMT Research Melissa Otto joins @BloombergTV to preview tech earnings this week as investors prep for results from many of the large cap names. Tune in: bloomberg.com/live/us
The Visible Alpha AI Monitor aggregates publicly-traded U.S. technology companies, providing a comprehensive measure of the current state and projected growth of the core AI industry. Dive into the new updates for Q2 2024: hubs.ly/Q02tF8hQ0
Tesla's (NASDAQ: $TSLA) Q1 2024 unit deliveries and automotive sales are expected to drop significantly, based on Visible Alpha consensus estimates. Dive into the analysis: hubs.li/Q02tBXxr0 #MarketInsights
Canadian gold producer B2Gold Corp (TSX: BTO) is projected to see sharp growth in gold production volumes and revenues in 2025 with its recent mine acquisition in Nunavut, Canada. Dive into the analysis:hubs.li/Q02tv3M_0
Given regulatory delays and stiff competition, analysts have revised revenue projections downward for Eli Lilly’s (NYSE: $LLY) donanemab treatment for Alzheimer’s disease. Dive into the analysis: hubs.li/Q02tcC3h0
On @SchwabNetwork, Visible Alpha Head of TMT Research Melissa Otto discussed the latest trends in tech M&A, the potential impact of ‘higher for longer’ rates in deal-making activities, and more. Watch the full interview segment at: hubs.li/Q02t81x60
While FedEx (NYSE: FDX) costs are estimated to decrease in 2024, according to Visible Alpha consensus, analysts anticipate a continued downward trend in the company’s total revenue. Dive into the analysis:hubs.li/Q02t0gt20 #marketinsights
The Indian telecom industry has experienced major consolidation in the last decade. Jio, Airtel, and Vi together account for approximately 88% of the 1.14 billion wireless subscribers in India in 2024. Dive into the analysis: hubs.li/Q02s_KPx0
Don’t miss Visible Alpha Head of TMT Research Melissa Otto on @SchwabNetwork, live from the NYSE today at 2:45 PM ET! Tune in as Melissa dives into her outlook for technology M&A, her take on current trends in the space, and more: hubs.li/Q02sSpQr0
In case you missed it, here are our latest market insights based on Visible Alpha consensus for Carvana, Flutter Entertainment, and Boeing. Despite downward revisions, Boeing's (NYSE: $BA) commercial airplanes division, which makes up approximately 47% of the estimated $87…
What are the use cases of wearable technology in retail? Visible Alpha Head of TMT Research, Melissa Otto, shared insights with @techopedia into how wearable payments create transparency and convenience for consumers with transactions, and more. hubs.li/Q02sqjNh0
On @BloombergTV, Visible Alpha Head of TMT Research, Melissa Otto, delved into the state of tech, how AI is reshaping business models, what’s in store for the biggest players in the space, and if we could see M&A activity pick up. Watch the interview at: bit.ly/4cKZe3n
BlackRock (NYSE: $BLK) is expected to experience significant growth in its total average assets under management in 2024 and beyond, according to Visible Alpha consensus estimates. Dive into the analysis: hubs.li/Q02rJ9KC0
Oracle Corp. (NASDAQ: $ORCL) hosted a Data and AI Forum on March 28, 2024. Here are some of our key observations from the forum. visiblealpha.com/blog/oracle-da…
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Titans of Data: Leveraging Alternative Data to Enhance the Investment Process Data experts from @BattleFinAI, @Similarweb, @VisibleAlpha and @ThirdPointLLC took the #𝐒𝐀𝐋𝐓𝐍𝐘 stage. Watch here: bit.ly/3FXE3Lp
While the pandemic has been a particularly challenging time for the restaurant industry, analysts expect many of these restaurants – particularly #QSR brands – to see their 2021 system-wide sales not only recover, but exceed pre-pandemic levels. hubs.li/H0X-gHW0
With sustainability initiatives & clean-air regulations increasingly grabbing news headlines, today’s companies are seeking out alternative fuels that are more environmentally friendly. Learn about renewable diesel production levels for $VLO $MPC $PSX hubs.li/H0XrXT20
A look at three large U.S. refiners offers a view of renewable diesel production levels for $VLO $MPC $PSX. Learn more: hubs.li/H0XrXR10
DoorDash $DASH makes its first report as a public company on Thursday, and "all signs point to a capstone end to a phenomenal year." However, our consensus estimates forecast another two years of losses ahead. Read more here from @DoubleLJSquared @WSJ: wsj.com/articles/doord…
Given the frenzy around GameStop shares, here are current expectations for GameStop fundamentals. Street analysts currently forecast GameStop's same store sales growing in 2021 before declining in 2022. Contact us to request more detailed consensus data. hubs.ly/H0FxGMQ0
When $AAPL reports on Wednesday, "the $2.38tn tech giant is expected to post $102.6bn in its fourth-quarter earnings, a jump from $91.8bn a year ago, according to Visible Alpha." Read more below from @PatrickMcGee_ @FinancialTimes @FT ft.com/content/3920a7…
With earnings season approaching, companies are expected to update full-year guidance to reflect the impact of the #COVID19 crisis. Head to our blog to see how some analysts have made revisions to their estimates accordingly. hubs.ly/H0pCxCP0
Google Cloud 2020 revenue estimates have been revised lower by 12% following Alphabet's 4Q19 earnings report which offered new disclosure on the segment. $GOOGL $AMZN $MSFT
Sorry. One more tweet. Mind the Gap! Brutal numbers. Earnings missed. Same-store sales down 10% at Gap and even fell at Old Navy. $GPS down 11% after hours. Quick! More cheap khakis! Bye.
Bloomberg’s "Tesla Model 3 Tracker” is moving to phase two! A year and a half ago, we built a model to estimate factory output for Elon Musk’s most important car. Now we’re conducting an extensive survey about the experience of owning one 1/ bloomberg.com/graphics/tesla…
I'd like to imagine that they did and that out there in the tubes somewhere today there's a lycos account and hotmail account still informing each other that they're on vacation for the hundred billionth time
Tesla released its Q1 delivery and production numbers, and they're not good ir.tesla.com/news-releases/…
@CoverDrive12 @CGrantWSJ @RichardKeppler1 @TroyTeslike Bloomberg/ @tsrandall has 84,700 total $TSLA 3/S/X built with 74,900 sold...
@Ex_Tesla @CoverDrive12 @CGrantWSJ @RichardKeppler1 @TroyTeslike @tsrandall I should delete it. Its from a Bloomberg/Tom Randall article....the estimates clearly state a different Data Source: Visible Alpha. My mistake.
Bloomberg's @Tesla Model 3 tracker has beat Wall Street's forecasts for the past year. But next week's estimate looks unusually high. The gap between Bloomberg's projection & Wall Street consensus is >$800mm worth of Model 3 cars. @tsrandall $TSLA hubs.ly/H0hfbLJ0
Analysts polled by Visible Alpha (@VisibleAlpha) expect Nintendo would sell less Switch units in April 2019 - March 2020 period vs April 2018 -March 2019 period. Your thoughts?
@TroyTeslike @redeagle1904 @glenntongue “An experimental tool built by Bloomberg to track the rollout of Tesla’s Model 3 electric car suggests next week’s production total could approach 80,000 cars, far higher than the average analyst estimate of 64,400, according to research firm Visible Alpha. “
Wicked and clever takedown of Apple's problematic butterfly keyboard by @JoannaStern. Worth noting that Wall Street has been projecting a Mac sales recovery this year - wsj.com/graphics/apple…
"Apple alone is estimated to have sold $9.9 billion worth of its Apple Watch in 2018, according to consensus analyst estimates from Visible Alpha." -@djtgallagher in @WSJheard. $AAPL @VA_Insights hubs.ly/H0gV9Rf0
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