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SafetyinNumbers

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5 hours ago, StevieV said:

On GS/MS estimate updates, is there a pattern to when they have updated their estimates in the past?

 

Thanks for the comment on the podcast Stevie!

No real pattern unfortunately. According to Koyfin, consensus estimates went up on January 12 in line with Goldman's update. If the analyst is consistent, we could get an update next week. This is the first time I have noticed MS didn't update its numbers post quarter.

I'm not 100% sure, they will increase estimates. Barrington did update it's estimates post earnings and for some reason decided to ignore guidance and leave EBITDA margins flat from 2021 to 2022 despite the midpoint of guidance being a 100bps improvement.

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