We've already gotten two price target increases today for $UPST from Piper Sandler and JMP Securities but based on the image attached, we should see a few more very soon.

My 12-month PT is $250+
I'd love to chat with the Goldman Sachs, Barclays and Jefferies analysts to ask them why they have not provided new price targets since January.

Perhaps they don't like doing their jobs or they're too embarrassed about not being more bullish these past few months 🤣
In my opinion, we see $UPST at $200+ in the next 6 months.

I have no doubt this is a $300-400 stock by end of 2022.
Here’s one of the analysts notes on $UPST 🚀

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Jonah Lupton

Jonah Lupton Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @JonahLupton

8 May
I wanted to share a quick story from last night...

I was at the gym working out when one of the employees from @DunkinDonuts came in with two full boxes of donuts and left them on the front counter.
He's also a member at the gym and as he started working out I approached him and asked if the donuts were for anyone. He said yes.

As I grabbed a Boston Creme he came over and we started talking.
Since I'm in Dunkin Donuts everyday for my bagel bites... we always say hi to each other and he's always extremely nice and courteous.

He told me that every night Dunkin has to throw away the leftover donuts, muffins, etc.
Read 11 tweets
3 May
Looking through my favorite growth stocks… the companies that are already profitable with the strongest fundamentals pulled back to their 50d moving averages $UPST $FUTU $CELH
…while the companies that are unprofitable with a longer term investment thesis have pulled back to their 200d moving averages
Overall, charts are starting to look more constructive but earnings season will be important to determine where we go from here.
Read 7 tweets
2 May
Today at 2pm EST I'll be participating in a @TwitterSpaces with 11 other people/investors.

Give them a follow:
@TheMarkCooke
@Matt_Cochrane7
@tpsojda
@jbs5
@KishinManglani
@alexkagin
@MaxTheComrade
@WOLF_Financial
@kingtutspacs
@FromValue
@aadhansen

I'll be talking $UPST
$UPST is one of my largest holdings and has been since December when I did my Substack writeup: jonahlupton.substack.com/p/upst-upstart

$UPST is up 167% YTD yet still 33% off the highs.
6 weeks ago $UPST reported Q4 numbers and shocked investors when they raised 2021 revenue guidance to $500+ million (probably conservative) due to an acceleration in their business and more bank partners.
ir.upstart.com/static-files/4…

This chart shows how $UPST ripped 3x in a week:
Read 14 tweets
29 Apr
Looks like $DMTK has added more details/information to their LuminateDNA.com website. I expect this product to launch in the second half of 2021.

LuminateDNA will help tens of millions of people around the world get a DNA skin analysis.
According to the recent $DMTK investor presentation the company believes Luminate could be their biggest product.
Just like their PLA/PLA+ products $DMTK is using their non-invasive genomics smart patch to remove skin cells...
Read 8 tweets
27 Apr
$DMTK (my second biggest position) is up 16% pre-market on reports that Cigna has offered positive support for $DMTK's PLA/PLA+ genomics patches for early melanoma detection

Cigna is one of the largest insurance companies in the world with 180+ million customers in 30 countries
This news about CIGNA was most likely made possible with two recent events which I already highlighted:

1) Launch of PLA+ investors.dermtech.com/news-releases/…

2) OptumInsight cost benefit study investors.dermtech.com/news-releases/…
Another thing to note is that UnitedHealth Group also uses OptumInsight for their data/studies so it's very possible we see $UNH provide support for $DMTK's PLA/PLA+ patches as well as their next two products: Luminate and Carcinome
Read 4 tweets
22 Apr
Yesterday I spoke for 55 minutes on @TwitterSpaces hosted by @WOLF_Financial about the markets, my favorite stocks, short selling and a bunch of other stuff.

You can listen here:
Here's my recent interview with @PaulAndreola from @smallcapdisc

You can watch here:
My recent interview with the CEO of @WeAreEnthusiast

My recent interview with the CEO of @DriveShift

My recent interview with the CEO of @LifeMD
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

:(