"Therefore, we think COMP represents one of the best margin upside stories in our coverage," he said.
"Our conclusion is there is solid upside left both fundamentally in terms of upside vs consensus and subsequent stock upside for a few reasons," he said.
"Reiterate OW- Still sizeable topline (and stock) upside left at elf," he said.
elf Beauty- Morgan Stanley, overweight rating "Timeless Beauty; Reiterate OW- Still Sizeable Topline (and Stock) Upside Left at ELF.
... Our conclusion is there is solid upside left both fundamentally in terms of upside vs consensus and subsequent stock upside for a few reasons.
Persons:
Compass Oppenheimer, Jason Helfstein, Helfstein, Morgan Stanley, Dara Mohsenian, Mohsenian, Mariana Perez Mora, PLTR, Perez Mora, Palantir, Baird
Organizations:
CNBC, Compass, TAM, Bank of America, AIP, Oppenheimer, PowerSchool
Locations:
FQ3