Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Idea Proposals  // Browsing posts in Idea Proposals

Zillow Idea Proposal (Z/ZG)

Zillow Idea Proposal (Z/ZG)

Will Zillow Offers’ growth trend continue? How is the iBuyer program affecting Zillow’s premier agents? Report Available: October 30, 2019   Blueshift’s ongoing research found the real estate (r)evolution in full swing. Demand for ZG’s Zillow Offers is increasing and the company is responding with continued expansion to new markets and the creation of a […]

Read more...

Vicor Idea Proposal (VICR)

Vicor Idea Proposal (VICR)

Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Report Available: October 18, 2019   Blueshift’s ongoing research found VICR struggling to meet investors’ high expectations as the data center market has cooled. The company’s recent difficulties are partly related to a […]

Read more...

Exact Sciences Idea Proposal (EXAS)

Exact Sciences Idea Proposal (EXAS)

Will the negative results of the CMS-sponsored cost-effectiveness analysis derail EXAS’s Cologuard sales growth? Report Available: October 16, 2019   Blueshift’s current research found EXAS navigating the negative findings of a multitarget stool DNA (mtSDNA) cost-effectiveness report commissioned by the Centers for Medicare and Medicaid Services (CMS) (Cologuard is a mtSNDA screening). Despite posting excellent […]

Read more...

Align Idea Proposal (ALGN)

Align Idea Proposal (ALGN)

Will competition continue to slow Align’s clear aligner sales among young adults and teens in North America? Report Available: October 3, 2019   Blueshift’s initial research found ALGN performing well but projecting slower growth because of sluggishness in its young adult and teen segments in North America and a tough consumer environment in China. Intense […]

Read more...

Smartsheet Idea Proposal (SMAR)

Smartsheet Idea Proposal (SMAR)

Does Smartsheet offer a unique approach to simplifying project management or is the market crowded with fungible solutions? Report Available: September 27, 2019   Blueshift’s initial research found investors reacting positively to SMAR’s impressive revenue growth. However, the company raised some eyebrows with its Q3 guidance, which included an increase in spending and a wider-than-expected […]

Read more...

Zalando Idea Proposal (ZAL.DE)

Zalando Idea Proposal (ZAL.DE)

Are Zalando’s partner brands expanding their use of Zalando Fulfillment Solutions? Report Available: October 2, 2019   Blueshift’s initial research found Zalando with a solid Q2, growing revenue and Gross Merchandise Volume (GMV), and expansion of its Zalando Fulfillment Solutions (ZFS) as it transitions its logistics platform to have a stronger presence with its partner […]

Read more...

EQM Midstream Partners Idea Proposal (EQM)

EQM Midstream Partners Idea Proposal (EQM)

Will EQM’s Mountain Valley Pipeline ever get completed? Can it meet its new project deadline of mid-2020? Report Available: September 25, 2019   Blueshift’s initial research found EQM and its partners’ Mountain Valley Pipeline (MVP) project continuing to battle legal and regulatory challenges in its effort to complete construction. Continuous headwinds since the start of […]

Read more...

PayPal/Square Idea Proposal (PYPL)

PayPal/Square Idea Proposal (PYPL)

Will Square’s Cash App upend PayPal’s grand plans for Venmo? Report Available: October 9, 2019   Blueshift’s ongoing research found SQ’s peer-to-peer payment service, Cash App, surpassing PYPL’s Venmo in downloads and revenue run rate. The peer-to-peer space is a huge opportunity for both companies, who are trying to monetize their millions of users and billions […]

Read more...

Volkswagen/EV Industry Idea Proposal (VOW.DE )

Volkswagen/EV Industry Idea Proposal (VOW.DE )

How significant is the Volkswagen MEB platform play and what does it mean for the auto industry? Report Available: September 11, 2019   Blueshift’s initial research found VOW.DE near or having achieved some major milestones in its transition to battery electric vehicle (BEV) or electric vehicle (EV) production. VOW.DE’s EV program, which includes its modular […]

Read more...

Amarin Idea Proposal (AMRN)

Amarin Idea Proposal (AMRN)

Will Amarin’s Vascepa become the next blockbuster cardiovascular drug? Report Available: September 5, 2019   Blueshift’s initial research found AMRN with its one drug portfolio, Vascepa, growing sales and gearing up for major expansion. Vascepa, an omega-3 acid know as EPA, is derived from fish and has been on the market since 2012 for reducing […]

Read more...