VC

17 atoms · 跨 3 天 · 首见 2026-04-19 · 最近 2026-06-22

三色: 🟦 fact 2 · 🟥 take 15 · stance ▲13/▼0/◆1

来源: X 17

时态: fresh:13 · aging:4

标签: 好数字:13 · 好观点:4 · 好信源:2

叙事 (narrative) (3)

• 2026-06-22 · JPMorgan 认为执行风险低
  we believe VC is uniquely positioned to drive significant outgrowth...with less execution risk
  tags: 好观点 · → daily
  value: qty=na · date=na
• 2026-05-07 [老化中] · 部署月份提议
  Idea for a new niche VC firm: only deploy in July, August, November, December, Ski Week, Spring Break and AGM season.
  tags: 好观点 · → daily
  value: qty=July, August, November, December, Ski Week, Spring Break, AGM season
• 2026-04-19 [老化中] · NDA 请求信号反转
  Asking a VC to sign an NDA was, for years, a signal that you didn’t get venture. That signal has inverted as of late.
  tags: 好观点 · → daily

预测 (forecast) (10)

• 2026-06-22 · JPMorgan 预测 2029 收入
  We see this resulting in a path to ~$5bn+ in revenue...by 2029
  tags: 好数字 · → daily
  value: qty=$5bn+ · date=2029
• 2026-06-22 · JPMorgan 预测 2029 EBITDA
  We see this resulting in a path to...~$700mn+ in EBITDA by 2029
  tags: 好数字 · → daily
  value: qty=$700mn+ · date=2029
• 2026-06-22 · JPMorgan 预计 2026-2029 收入 CAGR
  ~10%/~15% revenue/EBITDA CAGR from 2026 levels
  tags: 好数字 · → daily
  value: qty=~10% · date=2026-2029
• 2026-06-22 · JPMorgan 预计 2026-2029 EBITDA CAGR
  ~10%/~15% revenue/EBITDA CAGR from 2026 levels
  tags: 好数字 · → daily
  value: qty=~15% · date=2026-2029
• 2026-06-22 · JPMorgan 2026 收入预测
  we are rolling out 2028 estimates and model $3.8bn/$4.1bn/$4.6bn of revenue...in 2026/2027/2028
  tags: 好数字 · → daily
  value: qty=$3.8bn · date=2026
• 2026-06-22 · JPMorgan 2027 收入预测
  we are rolling out 2028 estimates and model $3.8bn/$4.1bn/$4.6bn of revenue...in 2026/2027/2028
  tags: 好数字 · → daily
  value: qty=$4.1bn · date=2027
• 2026-06-22 · JPMorgan 2028 收入预测
  we are rolling out 2028 estimates and model $3.8bn/$4.1bn/$4.6bn of revenue...in 2026/2027/2028
  tags: 好数字 · → daily
  value: qty=$4.6bn · date=2028
• 2026-06-22 · JPMorgan 2026 EBITDA 预测
  model...$475mn/$535mn/$625mn EBITDA in 2026/2027/2028
  tags: 好数字 · → daily
  value: qty=$475mn · date=2026
• 2026-06-22 · JPMorgan 2027 EBITDA 预测
  model...$475mn/$535mn/$625mn EBITDA in 2026/2027/2028
  tags: 好数字 · → daily
  value: qty=$535mn · date=2027
• 2026-06-22 · JPMorgan 2028 EBITDA 预测
  model...$475mn/$535mn/$625mn EBITDA in 2026/2027/2028
  tags: 好数字 · → daily
  value: qty=$625mn · date=2028

立场 (position) (2)

• 2026-06-22 [老化中] · JPMorgan 评级
  JPMorgan Upgrades $VC to Overweight, Raises PT to $165 from $108
  tags: 好观点·好信源 · → daily
  value: qty=Overweight
• 2026-06-22 [老化中] · JPMorgan 目标价
  JPMorgan Upgrades $VC to Overweight, Raises PT to $165 from $108
  tags: 好数字·好信源 · → daily
  value: qty=$165 · date=na

事实 (fact) (2)

• 2026-06-22 · 2027 市场共识 EBITDA
  This compares to consensus of $515mn/$557mn in 2027/2028
  tags: 好数字 · → daily
  value: qty=$515mn · date=2027
• 2026-06-22 · 2028 市场共识 EBITDA
  This compares to consensus of $515mn/$557mn in 2027/2028
  tags: 好数字 · → daily
  value: qty=$557mn · date=2028

时间轴 (近 20)

• 2026-06-22 · position · JPMorgan 评级 · → daily
• 2026-06-22 · position · JPMorgan 目标价 · → daily
• 2026-06-22 · forecast · JPMorgan 预测 2029 收入 · → daily
• 2026-06-22 · forecast · JPMorgan 预测 2029 EBITDA · → daily
• 2026-06-22 · forecast · JPMorgan 预计 2026-2029 收入 CAGR · → daily
• 2026-06-22 · forecast · JPMorgan 预计 2026-2029 EBITDA CAGR · → daily
• 2026-06-22 · forecast · JPMorgan 2026 收入预测 · → daily
• 2026-06-22 · forecast · JPMorgan 2027 收入预测 · → daily
• 2026-06-22 · forecast · JPMorgan 2028 收入预测 · → daily
• 2026-06-22 · forecast · JPMorgan 2026 EBITDA 预测 · → daily
• 2026-06-22 · forecast · JPMorgan 2027 EBITDA 预测 · → daily
• 2026-06-22 · forecast · JPMorgan 2028 EBITDA 预测 · → daily
• 2026-06-22 · fact · 2027 市场共识 EBITDA · → daily
• 2026-06-22 · fact · 2028 市场共识 EBITDA · → daily
• 2026-06-22 · narrative · JPMorgan 认为执行风险低 · → daily
• 2026-05-07 · narrative · 部署月份提议 · → daily
• 2026-04-19 · narrative · NDA 请求信号反转 · → daily

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