Written by Trefis
Below is a summary of the activity at Trefis during the past week thatTrefis thought Econintersect readers would find interesting. Trefis is a financial community structured around trends, forecasts and insights related to some of the most popular stocks in the US. It provides the unique feature of allowing the user to model future valuation based upon projected changes in components of each business. It also provides communication capabilities among members, including consensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.
Click on graphic to go Trefis interactive page.
Click “Read more…” to see our clickable table of contents with the most covered companies (more than 1 article) of the week identified.
Table of Contents for the 117 top stories this week:
Consumer (40 articles)​
Ford, 4 articles (18, 29, 35, 40)
McDonald’s, 3 articles (17, 22, 26)
Starbucks, 3 articles (4, 7, 23)
Tesla, 3 articles (3, 11, 12)
Altria, 2 articles (36, 38)
American Eagle Outfitters, 2 articles (14, 32)
Las Vegas Sands Casinos, 2 articles (12, 21)
Lowe’s, 2 articles (16, 33)
Target, 2 articles (9, 24)
Wal-Mart, 2 articles (1, 27)
Technology (37 articles)
Hewlett Packard, 7 articles (4, 9, 11, 18, 21, 26, 32)
Alibaba, 4 articles (2, 8, 10, 16)
Applied Materials, 4 articles (3, 14, 28, 33)
Alphabet, 3 articles (15, 19, 22)
F5 Networks, 3 articles (27, 30, 34)
eBay, 2 articles (4, 24)
Salesdorce, 2 articles 7, 17)
Financial Services (10 articles)
Intercontinental Exchange, 4 articles (1, 4 – 6)
Largest U.S. Banks, 2 articles (​2, 10)
Industrials & Transportation (9 articles)​​
3M, 4 articles (3 – 5, 8)
Media & Telecom (9 articles)​​
AT&T, 4 articles (1, 5, 7, 8)
Cisco, 2 articles (3, 9)
Health Care (6 articles)​​
Intuitive Surgical, 5 articles (1, 3 – 6)
​Energy & Utilities (3 articles)​
Basic Materials (3 articles)​
All 117 investment stories this week are listed below.
Consumer
Wal-Mart Strong Q1 Earnings: EPS, Revenue Beat Expectations on May 20th
What Is Dunkin’ Brands’ Fundamental Value Based On Expected 2016 Results? (Updated After Q1 2016 ) on May 20th
Here’s How Tesla Plans To Meet Its Model 3 Production Demand on May 20th
What’s Starbucks’ Fundamental Value Based On Expected 2016 Results? (Updated After Q2 FY’16) on May 20th
Earnings Review: Why Were Urban Outfitters’ Results Impressive? on May 20th
By What Percentage Have Volkswagen’s Revenues And EBITDA Grown Over The Last Five Years? on May 20th
How Is Audi Holding Up Compared To Its Compatriots In Crucial Markets? on May 20th
Despite Earnings Beat, Target Faces Challenges Going Forward on May 20th
What Are The Key Takeaways From L Brands Q1 FY2016 Earnings Results? on May 19th
What Is Tesla’s Revenue & Expense Breakdown? on May 19th
Trefis Charts: Las Vegas Sands’ Singapore Hotel RevPAR Growth on May 19th
What Is Honda’s Revenue & Expense Breakdown? on May 19th
Why Did American Eagle Outfitters’ Shares Jump 15%? on May 19th
Here’s Why PepsiCo Is Increasing Focus On In-house Content Development on May 19th
Lowe’s Riding On Strong Customer Spending On Home Improvement; Beats Home Depot’s Comps In Q1 on May 19th
McDonald’s 2016 Revenues To Decline YoY Despite Improvement; To Pick Up Pace Thereafter on May 19th
What Can Move Ford’s Stock 10% In The Next 5-6 Years? on May 18th
What Is Toyota’s Revenue & Expense Breakdown? on May 18th
What Can Move GM’s Stock 10% In The Next 5-6 Years? on May 18th
Gap Inc Earnings Preview: Why The Retailer’s Sales Crashed & What’s Next? on May 18th
Where Will McDonald’s Revenue And EBITDA Growth Come From Over The Next Three Years? (Updated After Q1 2016) on May 18th
Starbucks’ Expansion Plans in China & Digital Channels Drive Growth In Q2 FY 2016 on May 18th
Home Depot Beats Consensus Estimates And The Trend Of Declining Sales For Retailers In Q1 on May 18th
Here’s How Nike Is Innovating To Scale Up Its Manufacturing on May 18th
What Is McDonald’s Fundamental Value Based On Expected 2016 Results? (Updated After Q1 2016) on May 18th
What To Expect From Wal-Mart’s Earnings on May 18th
Here’s How L’Oréal Plans To Continue Its Digital Innovation on May 17th
What Is Ford’s Fundamental Value Based On Expected 2016 Results? on May 17th
Urban Outfitters Earnings Preview: Where Will Revenue Growth Come From? on May 17th
How Important Are Singapore Operations For Las Vegas Sands? on May 17th
American Eagle Outfitters Earnings Preview: What To Expect? on May 17th
Lowe’s Pre-Earnings Report on May 17th
What To Expect From Target’s Earnings on May 17th
What Is Ford’s Revenue & Expense Breakdown? on May 16th
How Did The Different Segments Of Altria Perform In Q1 2016? on May 16th
How Did The Bottom Lines Fare Over The Last 5 Years For The Top Beauty Companies ? on May 16th
Our Revised Price Estimate Of $100 For Wynn Resorts Post Q1 Earnings on May 16th
How Has Ford Motor’s Revenue Composition Changed In The Last Five Years? on May 16th
Technology
HPQ Earnings Preview: What We Are Expecting? on May 20th
How Significant Is The Online Movie Ticketing Business For Alibaba? on May 20th
What Are The Key Trends Implied From Applied Materials’ Q2’16 Earnings? on May 20th
Can Virtual Reality Stores Drive Revenues For eBay? on May 20th
How Does Apple Compare To Other Value Tech Stocks? on May 20th
Here’s Why We Revised Seagate’s Price Estimate To $29 on May 20th
Salesforce.com Reports Stellar Figures in Q1 FY’17 on May 19th
Can A Partnership With Alibaba Be A Game Changer For Samsung? on May 19th
How Will HP’s Desktop Business Fare Till 2020? on May 19th
Amazon Vs. Alibaba: Cloud Computing & Infrastructure Growth on May 19th
How Will HP’s Laptop Business Fare Till 2020? on May 19th
Why We Lowered Our Twitter Price Estimate By 10% on May 19th
Is Pandora In A Good Shape In Terms Of Its Financial Health? on May 18th
What Can We Expect From Applied Materials In Q2’16? on May 18th
Here’s How Google Is Increasing Its Focus On E commerce on May 18th
Where Will Alibaba’s Cloud Computing Growth Come From In The Next Five Years? on May 18th
What To Expect From Salesforce’s Earnings? on May 18th
How Will HP’s Printer Business Fare Till 2020? on May 17th
How Much Revenue Can Mobile Search Generate For Alphabet By 2022? on May 17th
Symantec 2016Q4 Earnings: A Shift Towards the Cloud on May 17th
How Has HPQ’s Printer Price Increased In The Last Five Years? on May 17th
How Much Revenue Can Desktop Search Generate For Alphabet By 2022? on May 17th
Could OTT Deals Add Significant Revenue To Fox? on May 16th
eBay’s Next Move: Artificial Intelligence To Refine Product Searches on May 16th
How Did The Bottom Lines Fare Over The Last 5 Years For The Top Online Travel Companies ? on May 16th
How Has HPQ’s Laptop Prices Declined In The Last Five Years? on May 16th
What is F5 Networks’ Fundamental Value Based On Expected 2016 Results? on May 16th
By What Percentage Did Applied Materials’ Revenue & Gross Profits Grow In The Last 5 Years? on May 16th
How Did The Top Two OTAs Perform In The Car Rentals, Cruises, And Other Segment Over The Last Five Years? on May 16th
By What Percentage Did F5 Networks’ Revenue & Gross Profits Grow In The Last 5 Years? on May 16th
Can “Facebook At Work” Create A New Revenue Stream For The Company? on May 16th
How Has HPQ’s Desktop Prices Declined In The Last Five Years? on May 16th
Applied Materials’ Expected Revenue Growth For 2016: Trefis Estimate on May 16th
What is F5 Network’s Revenue And Gross Profit Breakdown? on May 16th
How Crucial Are Small & Mid-Sized Businesses For Sina’s Advertising Business? on May 16th
How Did The Top Two OTAs Perform In The Advertising And Media Segment Over The Last Five Years? on May 16th
How Do Paychex And ADP Compare On Core Payroll Processing Business? on May 16th
Financial Services​
How Will ICE’s 2016 Data Service Market Share Be Affected By The IDC Acquisition? on May 20th
What Are The Current Price-to-Book Ratios For The Largest U.S. Banks? on May 20th
CME Sees Robust Trade Volumes In April on May 18th
IntercontinentalExchange Sees Robust Growth In Volumes In April, Driven By Commodity Derivatives on May 17th
IntercontinentalExchange’s Equity Option Volumes See Lukewarm Growth In April on May 17th
IntercontinentalExchange’s April Cash Equities Volumes See Growth on May 17th
Ameritrade’s Sees Growth Across All Monthly Brokerage Metrics In April on May 16th
Schwab’s Key Monthly Metrics Witness Growth In April on May 16th
E-Trade’s Key Monthly Brokerage Metrics Improve In April on May 16th
Industrials & Transportation
How Will Different Capacity And Fuel Cost Forecasts Impact Southwest’s 2016 EBITDA? on May 20th
Will Alaska Air-Virgin America Face Antitrust Issues? on May 19th
What Is The Growth Expected Of Markets Served By 3M’s Electronics & Energy Segment Over The Next 5 Years? on May 18th
What Are The Benefits Of Lean Six Sigma Implemented By 3M? on May 18th
How Will 3M’s Strategy Of Acquisitions To Drive Growth Pan Out In The Future? on May 17th
Automotive Shipments: The Most Prominent Growth Area For Norfolk Southern This Year on May 17th
Why Did Delta Revise Its Capacity Guidance? on May 17th
Why Will The Health Care Segment Be A Key Growth Driver For 3M? on May 17th
Why Did CSX’s Metals Shipments Decline In Q1? on May 16th
Media & Telecom
How Much Can AT&T’s Revenues Grow Over The Next 5 Years? on May 20th
How Will New York Times’ Digital Business Grow In The Next Four Years? on May 20th
Cisco Moves Up On Positive Earnings And Guidance on May 20th
T-Mobile Posted Solid Margins Growth In Q1, Can The Trend Continue? on May 20th
How Is AT&T’s Revenue Mix Expected To Change Over The Next 5 Years? on May 19th
How Is News Corp Expected To Grow In The Next Five Years? on May 19th
What Is AT&T’s Fundamental Value Based On Expected 2016 Results? on May 19th
Why We Are Bullish On AT&T on May 18th
Cisco Earnings Preview: What To Expect? on May 17th
Health Care​
Why Has The ASP of Intuitive Surgical’s da Vinci Surgical Systems Not Increased In The Last 3 Years? on May 18th
Can Pfizer Acquisition Of Anacore Be Justified? on May 18th
Intuitive Surgical’s Expected Revenue And EBITDA Growth For 2016: Trefis Estimate on May 18th
How Is Intuitive Surgical Expanding Across Geographies? on May 18th
How Does Intuitive Surgical’s Stock Performance Compare With Other Key Index In The Last 5 Years? on May 16th
How Important Is The U.S Market For Intuitive Surgical? on May 16th
Energy & Utilities
Why Is OPEC An Important Determinant Of Crude Oil Prices? on May 20th
Why Is China A Key Factor In Determining Crude Oil Prices? on May 18th
Why We Believe Halliburton Is Worth $40 Per Share on May 17th
​Basic Materials