March, 2021 // Posts published in March, 2021
Zillow Idea Proposal (Z/ZG)
Will Zillow’s pivot from a media company to a real estate transaction company lead to consistent profits? Report Available: April 23, 2021 Blueshift’s ongoing research found ZG doubling down on what it called in 2018 its “moon shot,” also known as iBuying or, as it is branded, Zillow Offers. In 2019, ZG acknowledged that […]
PayPal Idea Proposal (PYPL)
What are PayPal’s biggest opportunities and toughest challenges over the next one to three years? Report Available: April 22, 2021 Blueshift’s ongoing research found PYPL shattering company growth records for new users, revenues, and payment volumes as the COVID-19 pandemic has accelerated the shift to ecommerce. PYPL is trying to ride this tide to […]
Reimbursement Key for EDAP & Profound to Challenge Standard of Care (EDAP, PROF)
Research Question: Will EDAP’s and Profound Medical’s minimally invasive prostate cancer treatments significantly challenge the standard of care of surgery and radiation? Companies: EDAP, PROF By: David Franklin Click here to download report (.pdf) Summary of Findings High-intensity focused ultrasound (HIFU) for the treatment of prostate cancer will challenge the standard of care—radical prostatectomy […]
Ulta Beauty Idea Proposal (ULTA)
Will Ulta see a jump in store sales as vaccinations increase and the pandemic subsides? Report Available: April 15, 2021 Blueshift’s ongoing research found ULTA signaling disappointing guidance for 2021 on the heels of a somewhat resurgent fourth quarter. Trends during the last year shifted significantly to digital purchases, which is estimated to represent […]
Oil Patch: E&P Capex Expected to Increase in Low Single Digits Year to Year
Research Question: How are 2021 E&P capex budgets going to affect oilfield service demand and pricing compared to 2020? Companies: BASX, BKR, HP, LBRT, NBR, PTEN, RNGR Click here to download report (.pdf) Highlights E&P capital expenditures in 2021 are expected to increase an average 10% compared to 2020, a record low year in […]
Tech Trends: Spending Shift Upsets the Way Customers Buy IT
Research Question: What are the key areas of concern among IT networking customers that will shape spending as we move deeper into 2021? Companies: AMZN, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, MSFT, NTAP, VMW, ZM By: John Harrington Click here to download report (.pdf) Key Findings Continued support and optimization of mobile workforces is the […]
Pinterest Idea Proposal (PINS)
Is Pinterest poised to capture a greater share of ad budgets in 2021? Report Available: April 1, 2021 Blueshift’s ongoing research found PINS gaining traction in digital advertising sales as its monthly active user base approaches half a billion people. The platform is trying to increase its per-user revenue by making the site more […]
PTC Is Well Positioned in IoT and AR But Growth Remains Far Off (PTC)
Research Question: Will PTC’s focus on the Internet of Things, augmented reality, and the cloud boost its growth rate? Companies: AAPL, ABB, ADSK, AMZN, ANSS, BSY, DASTY, FB, GE, GOOG/GOOGL, HON, IBM, MSFT, ORCL, PTC, ROK, SAP, SIEGY, SNAP By: Seth Agulnick Click here to download report (.pdf) Summary of Findings PTC Inc. (PTC) […]
Cardiovascular Systems & ShockWave Both Have Growth Opportunities (CSII, SWAV)
Research Question: Will Cardiovascular Systems extend its growth trend or will it be disrupted by ShockWave and other competitors? Companies: BSX,CSII, MDT, SWAV By: David Franklin Click here to download report (.pdf) Summary of Findings Both Cardiovascular Systems Inc. (CSII) and ShockWave Medical Inc. (SWAV) can extend their growth trends over the next […]
Tech Trends: Security Vendors Race Toward A Cloudy Future
Research Question: What adjustments must IT security vendors make to restore trust in the data protection industry? Will the cloud operators, particularly Microsoft, step forward to take the lead over the scattered number of companies in the sector? Companies: AMZN, CHKP, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, MSFT, PANW, ZS By: John Harrington Click here to download […]
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