Totally agree with you that the sell-side has been late on the stock and is still predominantly negative. But the key question is whether that is a valid sentiment indicator. The chart and recent performance suggest that the buy side views the stock very differently, and that the sell-side is just lagging in raising estimates and ratings.
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Totally agree with you that the sell-side has been late on the stock and is still predominantly negative. But the key question is whether that is a valid sentiment indicator. The chart and recent performance suggest that the buy side views the stock very differently, and that the sell-side is just lagging in raising estimates and ratings.
Sep 12 17:35 pm
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