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Idea Proposals  // Browsing posts in Idea Proposals

Elastic Idea Proposal (ESTC)

Elastic Idea Proposal (ESTC)

Will Elastic continue its impressive growth or will competition from Amazon and others slow it down? Report Available: February 5, 2020   Blueshift’s initial research found demand for ESTC’s search and monitoring software growing rapidly, though a deceleration in billings growth during the most recent quarter has caused some worry among investors. ESTC is working […]

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Pluralsight Idea Proposal (PS)

Pluralsight Idea Proposal (PS)

Is Pluralsight a must-have enterprise learning tool or a nice-to-have option? Report Available: January 29, 2020   Blueshift’s initial research found PS, a provider of cloud-based technical training software for employees, working to recover from its Q2 sales execution issues. After wowing investors following its May 2018 IPO with huge revenue growth and expanding margins, […]

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Alteryx Idea Proposal (AYX)

Alteryx Idea Proposal (AYX)

Is the competitive risk to Alteryx growing? Report Available: January 23, 2020   Blueshift’s ongoing research found AYX growing at a healthy clip as one of the leading providers of data preparation software. There are numerous competitive threats, however, including Tableau Prep – now owned by CRM – and several smaller companies with strong features […]

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Beyond Meat Idea Proposal (BYND)

Beyond Meat Idea Proposal (BYND)

Can Beyond Meat get the cost of its plant-based meats competitive with animal products? Report Available: January 22, 2020   Blueshift’s initial research found rapid growth for BYND in terms of revenues and distribution points for its plant-based meats. Major tests are underway with key potential partners that could put BYND on the path to […]

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Allscripts Idea Proposal (MDRX)

Allscripts Idea Proposal (MDRX)

How do Allscripts’ EHR solutions like Sunrise and Paragon measure up to competitors? Are they driving growth? Report Available: January 16, 2020   Blueshift’s initial research found MDRX entrenched in the booming healthcare IT market. The electronic health records (EHR) and electronic medical records (EMR) market is expected to experience significant increases over the next […]

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Cruise Industry Idea Proposal (CCL, NCLH, RCL)

Cruise Industry Idea Proposal (CCL, NCLH, RCL)

Will the cruise industry’s 2020 bookings continue to be ahead of 2019’s pace? Report Available: January 8, 2020   Blueshift’s ongoing research found NCLH’s and RCL’s bookings and pricing for 2020 ahead of last year’s pace while CCL reported a slowdown on economic concerns in Europe and Asia. New ship deliveries, new destinations, fleet modernization, […]

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Americold Idea Proposal (COLD)

Americold Idea Proposal (COLD)

Can Americold execute its growth strategies to capture significant additional share in the cold-storage warehouse industry? Report Available: December 18, 2019   Blueshift’s initial research found demand for cold-storage warehousing increasing while the industry is consolidating. COLD and the top competitors in the space have been rolling up the industry with acquisitions and developing new […]

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Roku Idea Proposal (ROKU)

Roku Idea Proposal (ROKU)

Will competition from Apple, Comcast and others drive down Roku’s device prices and ad revenue splits? Report Available: January 15, 2020   Blueshift’s initial research found ROKU’s revenue and user numbers continuing to grow. But there are several potential headwinds developing, including a free streaming box from CMCSA. ROKU is hoping that new, highly anticipated […]

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Snapchat Idea Proposal (SNAP)

Snapchat Idea Proposal (SNAP)

Will Snapchat become a “must-buy” for brand and direct response advertisers? Report Available: December 11, 2019   Blueshift’s initial research found SNAP’s revenue and user numbers showing sustained growth after a tumultuous 2018. Much of the user growth, however, is coming from less-lucrative overseas markets. SNAP’s fortunes are tied to how well it can shift […]

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Hain Celestial Idea Proposal (HAIN)

Hain Celestial Idea Proposal (HAIN)

Is Hain’s portfolio rationalization working? Are retail buyers able to push back? Report Available: November 26, 2019   Blueshift’s initial research found HAIN making moves to become smaller, faster growing, and more profitable. This includes selling underperforming (and some growth) brands, as well as eliminating SKUs to help the company simplify its business. This puts […]

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