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Did Urban Outfitters’ Digital Segment Drive Growth In Q1?

by Trefis Team
Urban Outfitters (NASDAQ: URBN) is set to announce its first quarter results on May 21, followed by a conference call with analysts. The clothing and accessories retailer is expected to post quarterly earnings of $0.26 per share while revenues ar...
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Improved Performance Across Brands Drives Tapestry’s Q3 Results

by Trefis Team
Tapestry (NYSE: TPR) recently released its third quarter results . The apparel retailer’s revenues came in at $1.3 billion, up 1% YoY on a reported basis (and 2% on a constant-currency basis) thanks to growth across its brands. Notably, gross mar...
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Baidu’s Shares Look Very Undervalued Despite Expected Revenue Headwinds

by Trefis Team
Baidu (NASDAQ:BIDU) announced its Q1 results late last week, with the Chinese technology reporting its first quarterly loss in fifteen years, even as revenues came in line with expectations. Baidu’s weak revenue outlook coupled with the une...
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Macro Headwinds And Service Provider Weakness Fail To Dampen Cisco’s Q3 Momentum

by Trefis Team
Cisco (NASDAQ:CSCO) reported its fiscal Q3 results on May 15. The company beat consensus expectations on revenue and earnings. Cisco seems to have benefited from the unification of different operating systems that the company had on its multiple ...
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What Applied Materials’ Stronger Guidance Means For The Semiconductor Industry

by Trefis Team
Applied Materials  (NASDAQ:AMAT), one of the largest semiconductor capital equipment manufacturers, posted stronger than expected Q2 FY’19 earnings and provided guidance that exceeded street estimates. In this note, we provide some of the k...
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Why We Increased Our Price Estimate For Alibaba By 15% To $200

by Trefis Team
Alibaba (NYSE:BABA) reported its results for fiscal fourth quarter and full year 2019 on May 15. The company beat consensus estimates on earnings and revenue. Alibaba has been following the ‘Amazon Model’ of growth with a focus on Chinese consump...
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Did Robust Construction Demand Drive Deere’s Profits In Fiscal Q2?

by Trefis Team
Deere  (NYSE:DE) is slated to publish its fiscal second quarter 2019 results on May 17. Consensus estimates for the company’s net revenues for the second quarter are close to $10.2 billion, which indicate an increase of 4% year-on-year while adju...
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Will Global Auto Market Slowdown Affect Tata Motors FY 2019 Results?

by Trefis Team
Tata Motors (NYSE: TTM), the Indian Auto giant, is set to announce its Q4 2019 (ended March 2019) results on May 20, 2019, followed by a conference call with analysts. The market expects the company to report revenue close to $43.9 billion in FY ...
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What’s Driving Our $567 Price Estimate For Intuitive Surgical?

by Trefis Team
Intuitive Surgical’s  (NASDAQ:ISRG) stock price has declined over 15% since the last month or so. This can be attributed to the company’s Q1 performance, which was lower than the average estimates. However, after the recent correction...
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Sprint T-Mobile Merger: Overview Of Some Of The Recent Developments

by Trefis Team
The planned merger between wireless carriers Sprint  (NYSE:S) and  T-Mobile  (NASDAQ:TMUS), which was announced in late April 2018, continues to be reviewed by regulators. Below we take a look at some of the recent developments relating to the $2...
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Upbeat International Performance Helps Ralph Lauren Close Fiscal 2019 On A Strong Note

by Trefis Team
Ralph Lauren (NYSE: RL) released its fourth quarter results earlier this week. The global leader in premium lifestyle products reported better-than-expected revenues and earnings for its fiscal fourth quarter, as growth in its international opera...
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Domestic Delivery Segment Remains Key To UPS’s Profits In A Difficult Global Environment

by Trefis Team
United Parcel Service (NYSE:UPS) is a logistics company that derives its revenue from global delivery services. With a network that spans globally, it covers 99% of the locations worldwide. Per Trefis estimates, UPS shares have a fair value of $1...
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Morgan Stanley’s Outlook For 2019 Is Weak Despite Expected Gains In Wealth Management

by Trefis Team
Per Trefis, Morgan Stanley (NYSE: MS) stock is worth $53, which is 15% higher than the current market price. Our price estimate is based on a P/E multiple of 10.8x and an EPS estimate of $4.92 for FY 2019. We have summarized our full-year expecta...
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HSBC’s Focus On Asia Retail Banking Operations Continues To Drive Growth

by Trefis Team
HSBC (NYSE: HSBC) recently released its Q1 2019 results . The largest European bank handily beat consensus revenue and earnings expectations. HSBC’s first quarter net profit jumped 31% year-over-year to $4.8 billion while revenues increased 5% to...
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What Factors Will Impact Nvidia’s Q1 Fiscal 2020 Earnings?

by Trefis Team
Nvidia  (NASDAQ:NVDA) is expected to publish its Q1 fiscal 2020 results on May 16. This note details Trefis’ forecasts for Nvidia, as well as some of the key trends we will be watching when the company reports earnings. You can view our interact...
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