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SoFi Technologies: The Market Is Wrong About Convertible Notes Offering

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href=\"https://ttm.financial/S/FSTM.SI\">$FTSE ST Mid Cap Index(FSTM.SI)$</a> &nbsp;K","listText":"<a href=\"https://ttm.financial/S/FSTM.SI\">$FTSE ST Mid Cap Index(FSTM.SI)$</a> &nbsp;K","text":"$FTSE ST Mid Cap Index(FSTM.SI)$ K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357468455989584","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281736476692480,"gmtCreate":1709811829628,"gmtModify":1709811833334,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"F by nmrjgej","listText":"F by nmrjgej","text":"F by nmrjgej","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281736476692480","repostId":"1176442504","repostType":2,"repost":{"id":"1176442504","pubTimestamp":1709809683,"share":"https://ttm.financial/m/news/1176442504?lang=&edition=fundamental","pubTime":"2024-03-07 19:08","market":"us","language":"en","title":"SoFi Technologies: The Market Is Wrong About Convertible Notes Offering","url":"https://stock-news.laohu8.com/highlight/detail?id=1176442504","media":"seekingalpha","summary":"SummarySoFi Technologies stock demonstrated a 15% plunge in one day after news regarding new convertible notes offering.It looks like the market overreacted since the deal is aimed to improve debt str","content":"<html><head></head><body><h2 id=\"id_3703289031\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>SoFi Technologies stock demonstrated a 15% plunge in one day after news regarding new convertible notes offering.</p></li><li><p>It looks like the market overreacted since the deal is aimed to improve debt structure of SoFi and replace new notes with instruments with higher interest rates.</p></li><li><p>The company continues demonstrating exceptional performance across all key metrics and SOFI stock&#39;s valuation is very attractive after the recent dip.</p></li></ul><h2 id=\"id_949794673\" style=\"text-align: left;\">SoFi Technologies investment thesis</h2><p style=\"text-align: left;\">My previous bullish thesis about SoFi Technologies is not aging well so far as the stock substantially lags behind the broader U.S. market. On March 5, the stock plunged by 15% in one day after news regarding plans to raise $750 million via convertible senior notes. For long-term investors like me, big selloffs like we have seen yesterday is an excellent opportunity to increase stake in this future superstar. The company continues demonstrating stellar dynamics in key financial and operating metrics, and I believe SOFI is poised to sustain its impressive business expansion trajectory. The valuation looks even more attractive after the recent dip, which makes me reiterate my &#34;Strong Buy&#34; rating for SOFI.</p><h2 id=\"id_2961273512\" style=\"text-align: left;\">Recent developments</h2><p style=\"text-align: left;\">SOFI released its latest quarterly earnings on January 29, when the company topped revenue consensus estimates and met adjusted EPS forecasts. YoY revenue growth in Q4 accelerated to 34%, compared to a 27% growth in Q3. The adjusted EPS was positive for the first time in SOFI&#39;s history.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9b0c41c82a90f2dcd61bc13b9620b17\" alt=\"SOFI latest quarterly earnings\" title=\"SOFI latest quarterly earnings\" tg-width=\"585\" tg-height=\"212\"/><span>SOFI latest quarterly earnings</span></p><p style=\"text-align: left;\">For the full fiscal 2023 SOFI recorded a strong 35% revenue growth. The top-line strength enabled SOFI to expand its adjusted EBITDA margin from 9% to 21%. In absolute terms, the adjusted EBITDA tripled YoY from $143 to $432. For a financial services company, it is crucial to balance between delivering solid performance and sustaining a solid financial position. SOFI&#39;s management looks prudent from the capital allocation perspective since its balance sheet looks solid with ample cash and liquidity. In Q4, deposits [liabilities side] growth outnumbered loans [assets side] by almost two times, which is good for investors. Growing deposits faster than loans means SOFI increases the share of loans financed by deposits and needs to rely less on warehouse facilities. This means more efficient funding costs for SOFI, which will highly likely lead to improved profitability because deposits are cheaper for the company compared to warehouse facilities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8171ca39967a29159c4db8b3ca3c61e1\" alt=\"SOFI&#39;s balance sheet\" title=\"SOFI&#39;s balance sheet\" tg-width=\"640\" tg-height=\"286\"/><span>SOFI&#39;s balance sheet</span></p><p style=\"text-align: left;\">I am emphasizing SOFI&#39;s sound balance sheet because it is the cornerstone for any financial institution to fuel sustainable growth and creating value for shareholders. The ability to drive customer base expansion is the second important factor for SOFI. From this perspective, the company demonstrates massive growth momentum, delivering a 44% YoY customers [&#34;members&#34;] growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7977d60c6448baaab06088867d39e317\" alt=\"SOFI customer growth\" title=\"SOFI customer growth\" tg-width=\"640\" tg-height=\"292\"/><span>SOFI customer growth</span></p><p style=\"text-align: left;\">And the last but not least, crucial critical success factor for a financial services company is the range of products it offers. The broader product offerings a financial institution sells to customers, the higher the probability that it will be able to become a one-stop-shop for clients. This in turn will provide SOFI with exceptional cross-selling opportunities to drive revenue growth further. Apart from the potential to boost revenue via selling additional products to existing customers, it is also crucial to keep in mind that cross-selling also helps driving down customer acquisition costs. In terms of products offered, SOFI also demonstrated substantial expansion, which is a clear indication that the business is moving in right direction. The fact that the company added more products [695k] in Q4 compared to the number of members increase [585k], means that SOFI successfully exercises its cross-selling potential. According to the latest 10-K report, SOFI defines &#34;total products&#34; as the aggregate number of lending and financial services products that customers have selected on the platform since the inception through the reporting date, whether or not the customers are still registered for such products.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336aa0973f39302389be440feb92dc20\" alt=\"SoFi number of products dynamics\" title=\"SoFi number of products dynamics\" tg-width=\"640\" tg-height=\"292\"/><span>SoFi number of products dynamics</span></p><p style=\"text-align: left;\">As we can see, SOFI demonstrates strength across all three critical success factors which I have defined. Now let me move on to the discussion of the latest catalyst which was perceived very negatively by the market, which led to a big selloff on March 5th.</p><p style=\"text-align: left;\">The company proposed a $750 million convertible senior notes offering due 2029 which was absorbed by the market with massive fear and a 15% single-day stock price decline. The fact that investors will likely be diluted as a result of the deal seems to be major reason for a selloff. I might have agreed that such an offering was a disaster if the company had been desperately seeking for ways to raise finance to survive from a crisis. However, as we have seen above, it is not the case for SOFI. According to the official press-release, proceeds from the deal will be used to redeem its 12.5% Series 1 Preferred Stocks and other higher-cost indebtedness. That said, this information is in reality positive for the company because it will highly likely replace more expensive debt instruments with a cheaper one. Of course, the details regarding the interest rates and initial conversion rate for the new offering were not revealed yet, but so far SOFI&#39;s management&#39;s capital allocation moves were sound. Therefore, I expect the deal to be beneficial for shareholders over the long term.</p><h2 id=\"id_301632307\" style=\"text-align: left;\">SOFI stock valuation update</h2><p style=\"text-align: left;\">SOFI tanked by 27% year-to-date, substantially lagging the broader U.S. stock market. The picture is better from the past 12 months perspective with a 9% stock price increase. The current market cap is around $8 billion, which is far below all-time highs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e7310ff2da7c0e878f52ca58693e74e\" alt=\"SOFI stock price chart\" title=\"SOFI stock price chart\" tg-width=\"640\" tg-height=\"280\"/><span>SOFI stock price chart</span></p><p style=\"text-align: left;\">Valuation of SOFI is tricky because the company is still not profitable from the GAAP net income perspective and there is not much direct public fintech rivals with comparable scale and revenue growth to compare with. Since SOFI is a bank, I think that comparing its forward valuation ratios with the industry leaders will be fair. Apparently, players like JPMorgan Chase (JPM) or Bank of America (BAC) have vibrant brands and vast customer base, and these banks scales and profitability are far beyond SOFI. On the other hand, it is highly likely that traditional banking is stagnating and fintech is emerging, which allows SOFI to far outpace giants in terms of revenue growth pace.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7e8afe00b6e20ea886c0a98ede805f0\" alt=\"SOFI vs JPM vs BAC revenue growth\" title=\"SOFI vs JPM vs BAC revenue growth\" tg-width=\"640\" tg-height=\"159\"/><span>SOFI vs JPM vs BAC revenue growth</span></p><p style=\"text-align: left;\">All factors together are likely to offset each other, which makes multiples comparison between SOFI, JPM and BAC fair. As we can see from SOFI&#39;s 12.12 forward FY 2027 P/E ratio, the projected massive revenue growth is not actually priced in. JPM&#39;s revenue is expected to stagnate over the next three years, but its 2027 P/E is projected higher than SOFI, which is expected by consensus to deliver almost 18% revenue CAGR over the same period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d3e6ab8d0e5d07a1b4073f0fc9c2281\" alt=\"SOFI vs JPM vs BAC multiples\" title=\"SOFI vs JPM vs BAC multiples\" tg-width=\"640\" tg-height=\"180\"/><span>SOFI vs JPM vs BAC multiples</span></p><p style=\"text-align: left;\">To derive SOFI&#39;s 12-months target price, I will multiple a $0.23 FY 2025 EPS estimate by a P/E multiple. According to Lyn Alden, a fair P/E ratio for a company with annual revenue and EPS growth rate of 20% is 40+. Since SOFI&#39;s revenue CAGR projections are below 20% but far above 10%, I am using a 40 P/E with a 5% haircut, i.e., 38. Multiplying $0.23 by 38 gives me target price of $8.74. This is 20% higher than the last close, which means SOFI is very attractively valued after the selloff.</p><h2 id=\"id_75610443\" style=\"text-align: left;\">Risks update</h2><p style=\"text-align: left;\">The stock is highly volatile, the last 52-week range spanned from $4.45 to $11.70, which I consider to be a very wide corridor. As can be seen from the last year&#39;s stock price chart below, it is common for the stock to demonstrate big moves in either direction within very short timeframes. Therefore, investing in the stock if an investor has a short-term horizon is extremely risky and may resemble gambling. Despite the stock is likely to rebound fast after a big yesterday&#39;s drop, I insist that investment in SOFI is a bet on secular growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fe01a1461776e6c6cbafb9650f79187\" alt=\"SOFI last 12 months stock price volatility\" title=\"SOFI last 12 months stock price volatility\" tg-width=\"640\" tg-height=\"281\"/><span>SOFI last 12 months stock price volatility</span></p><p style=\"text-align: left;\">SOFI is an apparent disruptor for the whole financial industry and has great chances to become an undisputed leader in the American fintech. However, it is crucial to remember that SOFI does not compete with young, ambitious fintech companies only. Instead, SOFI competes with almost five thousand insured commercial banks. Giants like JPM and BAC have hundreds of billions in assets, vast customer bases, and experienced well-paid teams which are unwilling to lose even tiny portions of their businesses to anyone. That said, SOFI shall be multiple steps ahead of competition in terms of the technological edge and convenience of its app compared to traditional banking.</p><h2 id=\"id_597730413\" style=\"text-align: left;\">Bottom line</h2><p style=\"text-align: left;\">To conclude, SOFI I reiterate a &#34;Strong Buy&#34; rating for SOFI. I like how the business performs across key operational and financial metrics and the management&#39;s prioritization of sustaining a healthy balance sheet with improved funding sourcing. The convertible bonds offering, which has led to a big sell-off looks like an excellent buying opportunity as the valuation became much more attractive after the stock plunged. It is highly likely that the market overreacted because the new potential convertible bonds deal is aimed to improve the structure of SOFI&#39;s debt.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi Technologies: The Market Is Wrong About Convertible Notes Offering</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoFi Technologies: The Market Is Wrong About Convertible Notes Offering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-07 19:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4676247-sofi-technologies-market-wrong-convertible-notes-offering><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySoFi Technologies stock demonstrated a 15% plunge in one day after news regarding new convertible notes offering.It looks like the market overreacted since the deal is aimed to improve debt ...</p>\n\n<a href=\"https://seekingalpha.com/article/4676247-sofi-technologies-market-wrong-convertible-notes-offering\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/article/4676247-sofi-technologies-market-wrong-convertible-notes-offering","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176442504","content_text":"SummarySoFi Technologies stock demonstrated a 15% plunge in one day after news regarding new convertible notes offering.It looks like the market overreacted since the deal is aimed to improve debt structure of SoFi and replace new notes with instruments with higher interest rates.The company continues demonstrating exceptional performance across all key metrics and SOFI stock's valuation is very attractive after the recent dip.SoFi Technologies investment thesisMy previous bullish thesis about SoFi Technologies is not aging well so far as the stock substantially lags behind the broader U.S. market. On March 5, the stock plunged by 15% in one day after news regarding plans to raise $750 million via convertible senior notes. For long-term investors like me, big selloffs like we have seen yesterday is an excellent opportunity to increase stake in this future superstar. The company continues demonstrating stellar dynamics in key financial and operating metrics, and I believe SOFI is poised to sustain its impressive business expansion trajectory. The valuation looks even more attractive after the recent dip, which makes me reiterate my \"Strong Buy\" rating for SOFI.Recent developmentsSOFI released its latest quarterly earnings on January 29, when the company topped revenue consensus estimates and met adjusted EPS forecasts. YoY revenue growth in Q4 accelerated to 34%, compared to a 27% growth in Q3. The adjusted EPS was positive for the first time in SOFI's history.SOFI latest quarterly earningsFor the full fiscal 2023 SOFI recorded a strong 35% revenue growth. The top-line strength enabled SOFI to expand its adjusted EBITDA margin from 9% to 21%. In absolute terms, the adjusted EBITDA tripled YoY from $143 to $432. For a financial services company, it is crucial to balance between delivering solid performance and sustaining a solid financial position. SOFI's management looks prudent from the capital allocation perspective since its balance sheet looks solid with ample cash and liquidity. In Q4, deposits [liabilities side] growth outnumbered loans [assets side] by almost two times, which is good for investors. Growing deposits faster than loans means SOFI increases the share of loans financed by deposits and needs to rely less on warehouse facilities. This means more efficient funding costs for SOFI, which will highly likely lead to improved profitability because deposits are cheaper for the company compared to warehouse facilities.SOFI's balance sheetI am emphasizing SOFI's sound balance sheet because it is the cornerstone for any financial institution to fuel sustainable growth and creating value for shareholders. The ability to drive customer base expansion is the second important factor for SOFI. From this perspective, the company demonstrates massive growth momentum, delivering a 44% YoY customers [\"members\"] growth.SOFI customer growthAnd the last but not least, crucial critical success factor for a financial services company is the range of products it offers. The broader product offerings a financial institution sells to customers, the higher the probability that it will be able to become a one-stop-shop for clients. This in turn will provide SOFI with exceptional cross-selling opportunities to drive revenue growth further. Apart from the potential to boost revenue via selling additional products to existing customers, it is also crucial to keep in mind that cross-selling also helps driving down customer acquisition costs. In terms of products offered, SOFI also demonstrated substantial expansion, which is a clear indication that the business is moving in right direction. The fact that the company added more products [695k] in Q4 compared to the number of members increase [585k], means that SOFI successfully exercises its cross-selling potential. According to the latest 10-K report, SOFI defines \"total products\" as the aggregate number of lending and financial services products that customers have selected on the platform since the inception through the reporting date, whether or not the customers are still registered for such products.SoFi number of products dynamicsAs we can see, SOFI demonstrates strength across all three critical success factors which I have defined. Now let me move on to the discussion of the latest catalyst which was perceived very negatively by the market, which led to a big selloff on March 5th.The company proposed a $750 million convertible senior notes offering due 2029 which was absorbed by the market with massive fear and a 15% single-day stock price decline. The fact that investors will likely be diluted as a result of the deal seems to be major reason for a selloff. I might have agreed that such an offering was a disaster if the company had been desperately seeking for ways to raise finance to survive from a crisis. However, as we have seen above, it is not the case for SOFI. According to the official press-release, proceeds from the deal will be used to redeem its 12.5% Series 1 Preferred Stocks and other higher-cost indebtedness. That said, this information is in reality positive for the company because it will highly likely replace more expensive debt instruments with a cheaper one. Of course, the details regarding the interest rates and initial conversion rate for the new offering were not revealed yet, but so far SOFI's management's capital allocation moves were sound. Therefore, I expect the deal to be beneficial for shareholders over the long term.SOFI stock valuation updateSOFI tanked by 27% year-to-date, substantially lagging the broader U.S. stock market. The picture is better from the past 12 months perspective with a 9% stock price increase. The current market cap is around $8 billion, which is far below all-time highs.SOFI stock price chartValuation of SOFI is tricky because the company is still not profitable from the GAAP net income perspective and there is not much direct public fintech rivals with comparable scale and revenue growth to compare with. Since SOFI is a bank, I think that comparing its forward valuation ratios with the industry leaders will be fair. Apparently, players like JPMorgan Chase (JPM) or Bank of America (BAC) have vibrant brands and vast customer base, and these banks scales and profitability are far beyond SOFI. On the other hand, it is highly likely that traditional banking is stagnating and fintech is emerging, which allows SOFI to far outpace giants in terms of revenue growth pace.SOFI vs JPM vs BAC revenue growthAll factors together are likely to offset each other, which makes multiples comparison between SOFI, JPM and BAC fair. As we can see from SOFI's 12.12 forward FY 2027 P/E ratio, the projected massive revenue growth is not actually priced in. JPM's revenue is expected to stagnate over the next three years, but its 2027 P/E is projected higher than SOFI, which is expected by consensus to deliver almost 18% revenue CAGR over the same period.SOFI vs JPM vs BAC multiplesTo derive SOFI's 12-months target price, I will multiple a $0.23 FY 2025 EPS estimate by a P/E multiple. According to Lyn Alden, a fair P/E ratio for a company with annual revenue and EPS growth rate of 20% is 40+. Since SOFI's revenue CAGR projections are below 20% but far above 10%, I am using a 40 P/E with a 5% haircut, i.e., 38. Multiplying $0.23 by 38 gives me target price of $8.74. This is 20% higher than the last close, which means SOFI is very attractively valued after the selloff.Risks updateThe stock is highly volatile, the last 52-week range spanned from $4.45 to $11.70, which I consider to be a very wide corridor. As can be seen from the last year's stock price chart below, it is common for the stock to demonstrate big moves in either direction within very short timeframes. Therefore, investing in the stock if an investor has a short-term horizon is extremely risky and may resemble gambling. Despite the stock is likely to rebound fast after a big yesterday's drop, I insist that investment in SOFI is a bet on secular growth.SOFI last 12 months stock price volatilitySOFI is an apparent disruptor for the whole financial industry and has great chances to become an undisputed leader in the American fintech. However, it is crucial to remember that SOFI does not compete with young, ambitious fintech companies only. Instead, SOFI competes with almost five thousand insured commercial banks. Giants like JPM and BAC have hundreds of billions in assets, vast customer bases, and experienced well-paid teams which are unwilling to lose even tiny portions of their businesses to anyone. That said, SOFI shall be multiple steps ahead of competition in terms of the technological edge and convenience of its app compared to traditional banking.Bottom lineTo conclude, SOFI I reiterate a \"Strong Buy\" rating for SOFI. I like how the business performs across key operational and financial metrics and the management's prioritization of sustaining a healthy balance sheet with improved funding sourcing. The convertible bonds offering, which has led to a big sell-off looks like an excellent buying opportunity as the valuation became much more attractive after the stock plunged. It is highly likely that the market overreacted because the new potential convertible bonds deal is aimed to improve the structure of SOFI's debt.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275881984086208,"gmtCreate":1708392848498,"gmtModify":1708681397650,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/H02.SI\">$Haw Par(H02.SI)$</a> dsrss","listText":"<a href=\"https://ttm.financial/S/H02.SI\">$Haw Par(H02.SI)$</a> dsrss","text":"$Haw Par(H02.SI)$ dsrss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275881984086208","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":208577701318856,"gmtCreate":1691946255740,"gmtModify":1691978434553,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"What is alibaba earnings projections&nbsp;<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"What is alibaba earnings projections&nbsp;<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"What is alibaba earnings projections @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/208577701318856","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the provided context, I found two sets of earnings projections for Alibaba. Forcast Data:According to the first set of projections - the financial report forecast - Alibaba is estimated to have a gross income of 959.08B(CNY) and EBIT of 162.06B(CNY) by the end of 2024. The forecast for 2025FY shows a gross income of 1048.30B(CNY) and EBIT of 175.56B(CNY), and for 2026FY, a gross income of 1143.56B(CNY) and EBIT of 185.07B(CNY). For EPS, the forecast is 64.80(CNY) for 2024FY, 71.19(CNY) for 2025FY, and 79.57(CNY) for 2026FY. According to the second set of projections, Alibaba's gross income for 2024FY is projected to be 948.35B(CNY), its EBIT is projected to be 150.48B(CNY), and EPS is projected to be 7.48(CNY). The forecast for 2025FY shows a gross income of 1032.73B(CNY) and EBIT of 167.44B(CNY), and for 2026FY, a gross income of 1127.38B(CNY) and EBIT of 181.11B(CNY). For EPS, the forecast is 8.46(CNY) for 2025FY and 9.34(CNY) for 2026FY. Data Analysis:The earnings projections indicate a healthy growth trajectory for Alibaba. The increase in gross income and EBIT is a positive sign for the company's ongoing expansion and development. The projected EPS growth is also a positive indicator that bodes well for the overall price growth of the company's stock. Relevant Opinion:Unfortunately, no relevant articles were provided to summarize the relevant opinions. Relevant Articles:None provided. Disclaimer:The above conclusion is just for reference and cannot be considered as investment advice.","text":"Based on the provided context, I found two sets of earnings projections for Alibaba. Forcast Data:According to the first set of projections - the financial report forecast - Alibaba is estimated to have a gross income of 959.08B(CNY) and EBIT of 162.06B(CNY) by the end of 2024. The forecast for 2025FY shows a gross income of 1048.30B(CNY) and EBIT of 175.56B(CNY), and for 2026FY, a gross income of 1143.56B(CNY) and EBIT of 185.07B(CNY). For EPS, the forecast is 64.80(CNY) for 2024FY, 71.19(CNY) for 2025FY, and 79.57(CNY) for 2026FY. According to the second set of projections, Alibaba's gross income for 2024FY is projected to be 948.35B(CNY), its EBIT is projected to be 150.48B(CNY), and EPS is projected to be 7.48(CNY). The forecast for 2025FY shows a gross income of 1032.73B(CNY) and EBIT of 167.44B(CNY), and for 2026FY, a gross income of 1127.38B(CNY) and EBIT of 181.11B(CNY). For EPS, the forecast is 8.46(CNY) for 2025FY and 9.34(CNY) for 2026FY. Data Analysis:The earnings projections indicate a healthy growth trajectory for Alibaba. The increase in gross income and EBIT is a positive sign for the company's ongoing expansion and development. The projected EPS growth is also a positive indicator that bodes well for the overall price growth of the company's stock. Relevant Opinion:Unfortunately, no relevant articles were provided to summarize the relevant opinions. Relevant Articles:None provided. Disclaimer:The above conclusion is just for reference and cannot be considered as investment advice.","html":"Based on the provided context, I found two sets of earnings projections for Alibaba. Forcast Data:According to the first set of projections - the financial report forecast - Alibaba is estimated to have a gross income of 959.08B(CNY) and EBIT of 162.06B(CNY) by the end of 2024. The forecast for 2025FY shows a gross income of 1048.30B(CNY) and EBIT of 175.56B(CNY), and for 2026FY, a gross income of 1143.56B(CNY) and EBIT of 185.07B(CNY). For EPS, the forecast is 64.80(CNY) for 2024FY, 71.19(CNY) for 2025FY, and 79.57(CNY) for 2026FY. According to the second set of projections, Alibaba's gross income for 2024FY is projected to be 948.35B(CNY), its EBIT is projected to be 150.48B(CNY), and EPS is projected to be 7.48(CNY). The forecast for 2025FY shows a gross income of 1032.73B(CNY) and EBIT of 167.44B(CNY), and for 2026FY, a gross income of 1127.38B(CNY) and EBIT of 181.11B(CNY). For EPS, the forecast is 8.46(CNY) for 2025FY and 9.34(CNY) for 2026FY. Data Analysis:The earnings projections indicate a healthy growth trajectory for Alibaba. The increase in gross income and EBIT is a positive sign for the company's ongoing expansion and development. The projected EPS growth is also a positive indicator that bodes well for the overall price growth of the company's stock. Relevant Opinion:Unfortunately, no relevant articles were provided to summarize the relevant opinions. Relevant Articles:None provided. Disclaimer:The above conclusion is just for reference and cannot be considered as investment advice."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":208577591435488,"gmtCreate":1691946117971,"gmtModify":1691978434610,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"Projectoons&nbsp;of alibBa earnings <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"Projectoons&nbsp;of alibBa earnings <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"Projectoons of alibBa earnings @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/208577591435488","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the context, there are two sets of earnings projections for Alibaba. For the first set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 2.17 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 7.48 (CNY), Forecast Gross Income 948.35B (CNY), Forecasting EBIT 150.48B (CNY) 2025FY: Forecast EPS 8.46 (CNY), Forecast Gross Income 1032.73B (CNY), Forecasting EBIT 167.44B (CNY) 2026FY: Forecast EPS 9.34 (CNY), Forecast Gross Income 1127.38B (CNY), Forecasting EBIT 181.11B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 1.78 (CNY) Forecast gross income: 225.65B (CNY) Forecasting EBIT: 36.32B (CNY) For the second set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 17.37 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 64.80 (CNY), Forecast Gross Income 959.08B (CNY), Forecasting EBIT 162.06B (CNY) 2025FY: Forecast EPS 71.19 (CNY), Forecast Gross Income 1048.3B (CNY), Forecasting EBIT 175.56B (CNY) 2026FY: Forecast EPS 79.57 (CNY), Forecast Gross Income 1143.56B (CNY), Forecasting EBIT 185.07B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 15.25 (CNY) Forecast gross income: 227.37B (CNY) Forecasting EBIT: 38.15B (CNY) Without any further information on context, data analysis will not be provided. Relevant articles:Alibaba’s Options Signal Increasing Optimism Ahead of Earnings Disclaimer: The above conclusion is just for reference and cannot be considered investment advice.","text":"Based on the context, there are two sets of earnings projections for Alibaba. For the first set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 2.17 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 7.48 (CNY), Forecast Gross Income 948.35B (CNY), Forecasting EBIT 150.48B (CNY) 2025FY: Forecast EPS 8.46 (CNY), Forecast Gross Income 1032.73B (CNY), Forecasting EBIT 167.44B (CNY) 2026FY: Forecast EPS 9.34 (CNY), Forecast Gross Income 1127.38B (CNY), Forecasting EBIT 181.11B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 1.78 (CNY) Forecast gross income: 225.65B (CNY) Forecasting EBIT: 36.32B (CNY) For the second set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 17.37 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 64.80 (CNY), Forecast Gross Income 959.08B (CNY), Forecasting EBIT 162.06B (CNY) 2025FY: Forecast EPS 71.19 (CNY), Forecast Gross Income 1048.3B (CNY), Forecasting EBIT 175.56B (CNY) 2026FY: Forecast EPS 79.57 (CNY), Forecast Gross Income 1143.56B (CNY), Forecasting EBIT 185.07B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 15.25 (CNY) Forecast gross income: 227.37B (CNY) Forecasting EBIT: 38.15B (CNY) Without any further information on context, data analysis will not be provided. Relevant articles:Alibaba’s Options Signal Increasing Optimism Ahead of Earnings Disclaimer: The above conclusion is just for reference and cannot be considered investment advice.","html":"Based on the context, there are two sets of earnings projections for Alibaba. For the first set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 2.17 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 7.48 (CNY), Forecast Gross Income 948.35B (CNY), Forecasting EBIT 150.48B (CNY) 2025FY: Forecast EPS 8.46 (CNY), Forecast Gross Income 1032.73B (CNY), Forecasting EBIT 167.44B (CNY) 2026FY: Forecast EPS 9.34 (CNY), Forecast Gross Income 1127.38B (CNY), Forecasting EBIT 181.11B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 1.78 (CNY) Forecast gross income: 225.65B (CNY) Forecasting EBIT: 36.32B (CNY) For the second set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 17.37 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 64.80 (CNY), Forecast Gross Income 959.08B (CNY), Forecasting EBIT 162.06B (CNY) 2025FY: Forecast EPS 71.19 (CNY), Forecast Gross Income 1048.3B (CNY), Forecasting EBIT 175.56B (CNY) 2026FY: Forecast EPS 79.57 (CNY), Forecast Gross Income 1143.56B (CNY), Forecasting EBIT 185.07B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 15.25 (CNY) Forecast gross income: 227.37B (CNY) Forecasting EBIT: 38.15B (CNY) Without any further information on context, data analysis will not be provided. Relevant articles:Alibaba’s Options Signal Increasing Optimism Ahead of Earnings Disclaimer: The above conclusion is just for reference and cannot be considered investment advice."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970469524,"gmtCreate":1684830517769,"gmtModify":1684830521280,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970469524","repostId":"2337766976","repostType":2,"repost":{"id":"2337766976","pubTimestamp":1684797876,"share":"https://ttm.financial/m/news/2337766976?lang=&edition=fundamental","pubTime":"2023-05-23 07:24","market":"us","language":"en","title":"Palantir: Fortunes Will Be Made","url":"https://stock-news.laohu8.com/highlight/detail?id=2337766976","media":"seekingalpha","summary":"Scott OlsonPalantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of i","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d6e647cdc251bec62f9ee28b3838531\" alt=\"Scott Olson\" title=\"Scott Olson\" tg-width=\"750\" tg-height=\"504\"/><span>Scott Olson</span></p><p>Palantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of its stock as the company is about to release its new AI platform that could help scale the business and create additional shareholder value along the way. Add to this the fact that major bearish arguments against investing in Palantir have become less relevant since the business is now profitable while stock-based compensations decrease with each year, and it becomes obvious that there’s nothing not to like about the company at this stage. Considering all of this, I continue to hold a long position in Palantir and believe that the company’s growth story is far from over despite all the challenges that its business is currently facing.</p><h2>Palantir’s Growth Story Is Far From Over</h2><p>Earlier this month, Palantir unveiled its Q1 earnings report which showed that the company’s growth story is far from over. Despite the macroeconomic challenges, the company managed to increase its customer count by 41% Y/Y and closed 64 deals that were worth at least $1 million each. This has helped to improve the overall sales as Palantir’s revenue of $525.19 million during the quarter was up 17.8% Y/Y and above the estimates by $19.25 million. At the same time, Q1 has also become the second profitable quarter in a row and the management expects this trend to continue for the rest of the year.</p><p>There are several reasons why Palantir managed to report great results, and why it’s likely that it will be able to retain its momentum and continue to create additional shareholder value along the way. First of all, the company has started to scale its cloud-based software deployment solution Apollo, which itself became a standalone product only last year, by closing its first $1 million deal for it in Q1. With a total addressable market of over $1 trillion by the end of the decade, Palantir has everything going for it to capture some portion of the ever-growing cloud market thanks to the help of Apollo in the following years.</p><p>At the same time, in addition to the growing commercial business that generated $236 million in revenues in Q1, which is an increase of 15% Y/Y, Palantir is also likely to continue to receive new awards from various federal agencies due to the uniqueness of its software solutions. In Q1 alone, Palantir’s government revenues increased by 20% Y/Y to $289 million and thanks to the successful performance of its solutions on the battlefield in Ukraine, there are reasons to believe that the company’s platforms for the defense sector would remain in high demand in the foreseeable future.</p><p>In my other articles on Palantir, I’ve already noted how the company was spying on the Russian army on the eve of the invasion of Ukraine at the beginning of 2022 and how there was an indication that the business’s software is actively and successfully used on the battlefield by the Ukrainian army. Earlier this year, Palantir’s CEO Alex Karp admitted that the company’s software is indeed used for the targeting by Ukraine, while the company’s CTO Shyam Sankar in the latest conference call spoke publicly about his recent visit to the war-torn country by stating the following:</p><blockquote>This past February, overlapping with our last earnings call, I had the opportunity to visit Ukraine and witness the incredible speed with which the Ukrainian forces were able to employ AI on the battlefield. It was clear that the future has already arrived.</blockquote><p>This indicates that Palantir is not only able to help Ukraine repel the Russian invasion, but that its latest AI solutions are already being tested on a battlefield in real-time. Thanks to this, Palantir is likely to extend its lead in AI development over its competitors and help the company gain an edge in understanding how AI solutions could revolutionize software for government and commercial uses.</p><p>In his latest letter to the shareholders, Alex Karp stated that Palantir is about to unveil its new artificial intelligence platform to select customers this month, which would enable enterprises to leverage the power of large language models on their own datasets. The letter also indicates that there’s an organic interest in the new product and the company is currently mobilizing its sales teams to extend the potential reach of the new platform in the future. If successful, Palantir’s new AI platform could be a game changer for the overall business as the company could be ahead of others in AI development thanks to the fact that its solutions are already tested on a real battlefield.</p><p>Therefore, by having negotiation and pricing power due to the uniqueness and effectiveness of its software solutions, Palantir has everything going for it to continue to scale its business and create additional value at the same time for years to come. Add to this the fact that Palantir’s management expects the business to remain profitable for the rest of the year and grow its sales at a double-digit rate, and it becomes obvious that the company’s growth story is far from over.</p><h2>What’s Palantir’s Real Worth?</h2><p>With all of those growth opportunities, Palantir’s shares have everything going for them to keep the momentum going. The only question that remains is whether the upside is big enough to justify opening a position at the current levels. After all, my previous DCF model from late February showed that Palantir’s fair value is $9.03 per share, which is already below the market price due to the latest rally. To figure this out, I’ve updated the model below to better reflect Palantir’s performance in Q1 and the company’s potential improvement of its overall financials in the future.</p><p>The top-line growth rate expectations are mostly in-line with the street and management expectations for the next couple of years after which the annual revenue growth rate is capped at 25%. Considering that before 2022 Palantir’s management was expecting to grow the business by at least 30% annually through 2025, it makes sense to expect a growth of 25% in the future due to the potential improvement of the macroeconomic environment thanks to the beginning of the disinflationary processes. The expectations for earnings have been slightly improved as well since the latest earnings report showed that Palantir can exceed expectations thanks to the low-cost and high-margin nature of its business. All the other assumptions in the model mostly remained the same as before.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f436aa3100a5827213d0dc3353fa2c1b\" tg-width=\"640\" tg-height=\"315\"/></p><p>Palantir&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>The updated model shows Palantir’s enterprise value to be $17.8 billion while its fair value is $9.23 per share, above the previous estimates but below the current market price.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7482e6701fbd3b3c79a79583c1052ebc\" tg-width=\"640\" tg-height=\"139\"/></p><p>Palantir&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>Even though at first it might seem like Palantir is now overvalued after the latest rally, I remain bullish about the company in the long run and believe that several other things need to be considered in addition to the valuation argument.</p><p>First of all, even in the current environment, Palantir is able to grow at an aggressive rate and if the macro environment improves next year, then the company would have an opportunity to improve its top-line growth rate even more. In such a scenario, this would lead to the upward revision of revenue assumptions and a subsequent improvement of fair value calculations. At the same time, if the disinflationary process accelerates and the Fed decides to cut rates next year, then the cost of capital for Palantir would also decrease and lead to a greater fair value as well.</p><p>On top of that, Palantir remains a growth stock that rarely trades close to its fair value during good times. Therefore, if the macroeconomic environment improves, then there’s a case to be made that Palantir’s shares would be able to aggressively appreciate and disconnect from its fundamentals as was the case before 2022 during the good times.</p><h2>Risks To Consider</h2><p>Considering the bullish argument that was presented above, the only major risk to Palantir’s growth story is the lasting unfavorable macroeconomic environment that has already destroyed the shareholder value last year and could suppress growth in the following quarters. If that’s the case, then fundamentals would outweigh various growth opportunities and kill the stock’s momentum that would result in its depreciation in the short to near term.</p><p>Other than that, there are no other major risks that could make it harder for Palantir to achieve its goals. The company is already profitable and is expected to remain so in the current environment, while the Y/Y decreases of stock-based compensation expenses each year indicate that the biggest bearish argument against investing in Palantir becomes irrelevant with each passing quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/245c50c3a039d286c9da5453f44dae7b\" tg-width=\"640\" tg-height=\"166\"/></p><p>Palantir&#39;s Financials (Palantir)</p><p></p><h2>The Bottom Line</h2><p>Palantir’s successful performance in Q1 along with the expected further scaling of its business at an aggressive rate in the following years indicates that the company’s growth story is far from over. If the macroeconomic environment improves in the following quarters, then there’s a case to be made that Palantir’s shares would be able to appreciate even more as the uniqueness and the effectiveness of the company’s solutions in the enterprise software market would continue to give it an edge over others and outweigh the risks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Fortunes Will Be Made</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Fortunes Will Be Made\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-23 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4606337-palantir-fortunes-will-be-made><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Scott OlsonPalantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of its stock as the company is about to release its new AI platform that could help scale the business ...</p>\n\n<a href=\"https://seekingalpha.com/article/4606337-palantir-fortunes-will-be-made\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4543":"AI","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件"},"source_url":"https://seekingalpha.com/article/4606337-palantir-fortunes-will-be-made","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2337766976","content_text":"Scott OlsonPalantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of its stock as the company is about to release its new AI platform that could help scale the business and create additional shareholder value along the way. Add to this the fact that major bearish arguments against investing in Palantir have become less relevant since the business is now profitable while stock-based compensations decrease with each year, and it becomes obvious that there’s nothing not to like about the company at this stage. Considering all of this, I continue to hold a long position in Palantir and believe that the company’s growth story is far from over despite all the challenges that its business is currently facing.Palantir’s Growth Story Is Far From OverEarlier this month, Palantir unveiled its Q1 earnings report which showed that the company’s growth story is far from over. Despite the macroeconomic challenges, the company managed to increase its customer count by 41% Y/Y and closed 64 deals that were worth at least $1 million each. This has helped to improve the overall sales as Palantir’s revenue of $525.19 million during the quarter was up 17.8% Y/Y and above the estimates by $19.25 million. At the same time, Q1 has also become the second profitable quarter in a row and the management expects this trend to continue for the rest of the year.There are several reasons why Palantir managed to report great results, and why it’s likely that it will be able to retain its momentum and continue to create additional shareholder value along the way. First of all, the company has started to scale its cloud-based software deployment solution Apollo, which itself became a standalone product only last year, by closing its first $1 million deal for it in Q1. With a total addressable market of over $1 trillion by the end of the decade, Palantir has everything going for it to capture some portion of the ever-growing cloud market thanks to the help of Apollo in the following years.At the same time, in addition to the growing commercial business that generated $236 million in revenues in Q1, which is an increase of 15% Y/Y, Palantir is also likely to continue to receive new awards from various federal agencies due to the uniqueness of its software solutions. In Q1 alone, Palantir’s government revenues increased by 20% Y/Y to $289 million and thanks to the successful performance of its solutions on the battlefield in Ukraine, there are reasons to believe that the company’s platforms for the defense sector would remain in high demand in the foreseeable future.In my other articles on Palantir, I’ve already noted how the company was spying on the Russian army on the eve of the invasion of Ukraine at the beginning of 2022 and how there was an indication that the business’s software is actively and successfully used on the battlefield by the Ukrainian army. Earlier this year, Palantir’s CEO Alex Karp admitted that the company’s software is indeed used for the targeting by Ukraine, while the company’s CTO Shyam Sankar in the latest conference call spoke publicly about his recent visit to the war-torn country by stating the following:This past February, overlapping with our last earnings call, I had the opportunity to visit Ukraine and witness the incredible speed with which the Ukrainian forces were able to employ AI on the battlefield. It was clear that the future has already arrived.This indicates that Palantir is not only able to help Ukraine repel the Russian invasion, but that its latest AI solutions are already being tested on a battlefield in real-time. Thanks to this, Palantir is likely to extend its lead in AI development over its competitors and help the company gain an edge in understanding how AI solutions could revolutionize software for government and commercial uses.In his latest letter to the shareholders, Alex Karp stated that Palantir is about to unveil its new artificial intelligence platform to select customers this month, which would enable enterprises to leverage the power of large language models on their own datasets. The letter also indicates that there’s an organic interest in the new product and the company is currently mobilizing its sales teams to extend the potential reach of the new platform in the future. If successful, Palantir’s new AI platform could be a game changer for the overall business as the company could be ahead of others in AI development thanks to the fact that its solutions are already tested on a real battlefield.Therefore, by having negotiation and pricing power due to the uniqueness and effectiveness of its software solutions, Palantir has everything going for it to continue to scale its business and create additional value at the same time for years to come. Add to this the fact that Palantir’s management expects the business to remain profitable for the rest of the year and grow its sales at a double-digit rate, and it becomes obvious that the company’s growth story is far from over.What’s Palantir’s Real Worth?With all of those growth opportunities, Palantir’s shares have everything going for them to keep the momentum going. The only question that remains is whether the upside is big enough to justify opening a position at the current levels. After all, my previous DCF model from late February showed that Palantir’s fair value is $9.03 per share, which is already below the market price due to the latest rally. To figure this out, I’ve updated the model below to better reflect Palantir’s performance in Q1 and the company’s potential improvement of its overall financials in the future.The top-line growth rate expectations are mostly in-line with the street and management expectations for the next couple of years after which the annual revenue growth rate is capped at 25%. Considering that before 2022 Palantir’s management was expecting to grow the business by at least 30% annually through 2025, it makes sense to expect a growth of 25% in the future due to the potential improvement of the macroeconomic environment thanks to the beginning of the disinflationary processes. The expectations for earnings have been slightly improved as well since the latest earnings report showed that Palantir can exceed expectations thanks to the low-cost and high-margin nature of its business. All the other assumptions in the model mostly remained the same as before.Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)The updated model shows Palantir’s enterprise value to be $17.8 billion while its fair value is $9.23 per share, above the previous estimates but below the current market price.Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)Even though at first it might seem like Palantir is now overvalued after the latest rally, I remain bullish about the company in the long run and believe that several other things need to be considered in addition to the valuation argument.First of all, even in the current environment, Palantir is able to grow at an aggressive rate and if the macro environment improves next year, then the company would have an opportunity to improve its top-line growth rate even more. In such a scenario, this would lead to the upward revision of revenue assumptions and a subsequent improvement of fair value calculations. At the same time, if the disinflationary process accelerates and the Fed decides to cut rates next year, then the cost of capital for Palantir would also decrease and lead to a greater fair value as well.On top of that, Palantir remains a growth stock that rarely trades close to its fair value during good times. Therefore, if the macroeconomic environment improves, then there’s a case to be made that Palantir’s shares would be able to aggressively appreciate and disconnect from its fundamentals as was the case before 2022 during the good times.Risks To ConsiderConsidering the bullish argument that was presented above, the only major risk to Palantir’s growth story is the lasting unfavorable macroeconomic environment that has already destroyed the shareholder value last year and could suppress growth in the following quarters. If that’s the case, then fundamentals would outweigh various growth opportunities and kill the stock’s momentum that would result in its depreciation in the short to near term.Other than that, there are no other major risks that could make it harder for Palantir to achieve its goals. The company is already profitable and is expected to remain so in the current environment, while the Y/Y decreases of stock-based compensation expenses each year indicate that the biggest bearish argument against investing in Palantir becomes irrelevant with each passing quarter.Palantir's Financials (Palantir)The Bottom LinePalantir’s successful performance in Q1 along with the expected further scaling of its business at an aggressive rate in the following years indicates that the company’s growth story is far from over. If the macroeconomic environment improves in the following quarters, then there’s a case to be made that Palantir’s shares would be able to appreciate even more as the uniqueness and the effectiveness of the company’s solutions in the enterprise software market would continue to give it an edge over others and outweigh the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941483501,"gmtCreate":1680532514804,"gmtModify":1680532519067,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941483501","repostId":"2324898562","repostType":2,"repost":{"id":"2324898562","pubTimestamp":1680528825,"share":"https://ttm.financial/m/news/2324898562?lang=&edition=fundamental","pubTime":"2023-04-03 21:33","market":"hk","language":"en","title":"Elon Musk Wants to Sell Something Special to Japan","url":"https://stock-news.laohu8.com/highlight/detail?id=2324898562","media":"TheStreet","summary":"Elon Musk Wants to Sell Something Special to Japan","content":"<div>\n<p>Elon Musk Wants to Sell Something Special to Japan</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMiV2h0dHBzOi8vd3d3LnRoZXN0cmVldC5jb20vdGVjaG5vbG9neS9lbG9uLW11c2std2FudHMtdG8tc2VsbC1zb21ldGhpbmctc3BlY2lhbC10by1qYXBhbtIBAA?oc=5\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Wants to Sell Something Special to Japan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Wants to Sell Something Special to Japan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-03 21:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.google.com/rss/articles/CBMiV2h0dHBzOi8vd3d3LnRoZXN0cmVldC5jb20vdGVjaG5vbG9neS9lbG9uLW11c2std2FudHMtdG8tc2VsbC1zb21ldGhpbmctc3BlY2lhbC10by1qYXBhbtIBAA?oc=5><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk Wants to Sell Something Special to Japan</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMiV2h0dHBzOi8vd3d3LnRoZXN0cmVldC5jb20vdGVjaG5vbG9neS9lbG9uLW11c2std2FudHMtdG8tc2VsbC1zb21ldGhpbmctc3BlY2lhbC10by1qYXBhbtIBAA?oc=5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","BK4574":"无人驾驶","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","TSLA":"特斯拉","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","BK4555":"新能源车","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR 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\"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4548":"巴美列捷福持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4099":"汽车制造商","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC"},"source_url":"https://news.google.com/rss/articles/CBMiV2h0dHBzOi8vd3d3LnRoZXN0cmVldC5jb20vdGVjaG5vbG9neS9lbG9uLW11c2std2FudHMtdG8tc2VsbC1zb21ldGhpbmctc3BlY2lhbC10by1qYXBhbtIBAA?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324898562","content_text":"Elon Musk Wants to Sell Something Special to Japan","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926983510,"gmtCreate":1671445933930,"gmtModify":1676538537535,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926983510","repostId":"1188447611","repostType":2,"repost":{"id":"1188447611","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1671441431,"share":"https://ttm.financial/m/news/1188447611?lang=&edition=fundamental","pubTime":"2022-12-19 17:17","market":"us","language":"en","title":"Tesla, Steelcase, HEICO and More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1188447611","media":"Benzinga","summary":"With US stock futures trading slightly higher this morning on Monday, some of the stocks that may gr","content":"<html><head></head><body><p>With US stock futures trading slightly higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><p>Wall Street expects <a href=\"https://laohu8.com/S/SCS\">Steelcase Inc.</a> to report quarterly earnings at $0.18 per share on revenue of $836.42 million after the closing bell. Steelcase shares gained 3.8% to close at $6.85 on Friday.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares jumped 4% in premarket trading after Musk launched poll on whether he should quit as Twitter CEO. Twitter CEO Elon Musk launched a poll on the social media platform on Sunday asking users whether he should step down as head of the company, adding that he would abide by the poll results.</p><p>Analysts are expecting <a href=\"https://laohu8.com/S/HEI\">HEICO Corporation</a> to have earned $0.69 per share on revenue of $602.97 million for the latest quarter. The company will release earnings after the markets close. HEICO shares fell 0.1% to $151.82 in the after-hours trading session.</p><p><a href=\"https://laohu8.com/S/JBSS\">John B. Sanfilippo &amp; Son, Inc.</a> reported that it has acquired substantially all of the assets of the Just the Cheese brand business. John B. Sanfilippo &amp; Son shares gained 0.1% to close at $80.76 on Friday.</p><p>Analysts expect <a href=\"https://laohu8.com/S/ISPO\">Inspirato Incorporated</a> to post quarterly loss at $0.04 per share on revenue of $91.95 million after the closing bell. Inspirato shares jumped 7.8% to $1.5199 in the after-hours trading session.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Steelcase, HEICO and More: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Steelcase, HEICO and More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-19 17:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading slightly higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><p>Wall Street expects <a href=\"https://laohu8.com/S/SCS\">Steelcase Inc.</a> to report quarterly earnings at $0.18 per share on revenue of $836.42 million after the closing bell. Steelcase shares gained 3.8% to close at $6.85 on Friday.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares jumped 4% in premarket trading after Musk launched poll on whether he should quit as Twitter CEO. Twitter CEO Elon Musk launched a poll on the social media platform on Sunday asking users whether he should step down as head of the company, adding that he would abide by the poll results.</p><p>Analysts are expecting <a href=\"https://laohu8.com/S/HEI\">HEICO Corporation</a> to have earned $0.69 per share on revenue of $602.97 million for the latest quarter. The company will release earnings after the markets close. HEICO shares fell 0.1% to $151.82 in the after-hours trading session.</p><p><a href=\"https://laohu8.com/S/JBSS\">John B. Sanfilippo &amp; Son, Inc.</a> reported that it has acquired substantially all of the assets of the Just the Cheese brand business. John B. Sanfilippo &amp; Son shares gained 0.1% to close at $80.76 on Friday.</p><p>Analysts expect <a href=\"https://laohu8.com/S/ISPO\">Inspirato Incorporated</a> to post quarterly loss at $0.04 per share on revenue of $91.95 million after the closing bell. Inspirato shares jumped 7.8% to $1.5199 in the after-hours trading session.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HEI":"海科航空","SCS":"Steelcase Inc.","ISPO":"Inspirato Incorporated","JBSS":"John B. Sanfilippo & Son","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188447611","content_text":"With US stock futures trading slightly higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Steelcase Inc. to report quarterly earnings at $0.18 per share on revenue of $836.42 million after the closing bell. Steelcase shares gained 3.8% to close at $6.85 on Friday.Tesla shares jumped 4% in premarket trading after Musk launched poll on whether he should quit as Twitter CEO. Twitter CEO Elon Musk launched a poll on the social media platform on Sunday asking users whether he should step down as head of the company, adding that he would abide by the poll results.Analysts are expecting HEICO Corporation to have earned $0.69 per share on revenue of $602.97 million for the latest quarter. The company will release earnings after the markets close. HEICO shares fell 0.1% to $151.82 in the after-hours trading session.John B. Sanfilippo & Son, Inc. reported that it has acquired substantially all of the assets of the Just the Cheese brand business. John B. Sanfilippo & Son shares gained 0.1% to close at $80.76 on Friday.Analysts expect Inspirato Incorporated to post quarterly loss at $0.04 per share on revenue of $91.95 million after the closing bell. Inspirato shares jumped 7.8% to $1.5199 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923589025,"gmtCreate":1670886880868,"gmtModify":1676538451777,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>","text":"$DJIA(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923589025","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923245341,"gmtCreate":1670879642984,"gmtModify":1676538450267,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923245341","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":357468455989584,"gmtCreate":1728274657579,"gmtModify":1728274660897,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FSTM.SI\">$FTSE ST Mid Cap Index(FSTM.SI)$</a> &nbsp;K","listText":"<a href=\"https://ttm.financial/S/FSTM.SI\">$FTSE ST Mid Cap Index(FSTM.SI)$</a> &nbsp;K","text":"$FTSE ST Mid Cap Index(FSTM.SI)$ K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357468455989584","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":208577701318856,"gmtCreate":1691946255740,"gmtModify":1691978434553,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"What is alibaba earnings projections&nbsp;<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"What is alibaba earnings projections&nbsp;<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"What is alibaba earnings projections @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/208577701318856","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the provided context, I found two sets of earnings projections for Alibaba. Forcast Data:According to the first set of projections - the financial report forecast - Alibaba is estimated to have a gross income of 959.08B(CNY) and EBIT of 162.06B(CNY) by the end of 2024. The forecast for 2025FY shows a gross income of 1048.30B(CNY) and EBIT of 175.56B(CNY), and for 2026FY, a gross income of 1143.56B(CNY) and EBIT of 185.07B(CNY). For EPS, the forecast is 64.80(CNY) for 2024FY, 71.19(CNY) for 2025FY, and 79.57(CNY) for 2026FY. According to the second set of projections, Alibaba's gross income for 2024FY is projected to be 948.35B(CNY), its EBIT is projected to be 150.48B(CNY), and EPS is projected to be 7.48(CNY). The forecast for 2025FY shows a gross income of 1032.73B(CNY) and EBIT of 167.44B(CNY), and for 2026FY, a gross income of 1127.38B(CNY) and EBIT of 181.11B(CNY). For EPS, the forecast is 8.46(CNY) for 2025FY and 9.34(CNY) for 2026FY. Data Analysis:The earnings projections indicate a healthy growth trajectory for Alibaba. The increase in gross income and EBIT is a positive sign for the company's ongoing expansion and development. The projected EPS growth is also a positive indicator that bodes well for the overall price growth of the company's stock. Relevant Opinion:Unfortunately, no relevant articles were provided to summarize the relevant opinions. Relevant Articles:None provided. Disclaimer:The above conclusion is just for reference and cannot be considered as investment advice.","text":"Based on the provided context, I found two sets of earnings projections for Alibaba. Forcast Data:According to the first set of projections - the financial report forecast - Alibaba is estimated to have a gross income of 959.08B(CNY) and EBIT of 162.06B(CNY) by the end of 2024. The forecast for 2025FY shows a gross income of 1048.30B(CNY) and EBIT of 175.56B(CNY), and for 2026FY, a gross income of 1143.56B(CNY) and EBIT of 185.07B(CNY). For EPS, the forecast is 64.80(CNY) for 2024FY, 71.19(CNY) for 2025FY, and 79.57(CNY) for 2026FY. According to the second set of projections, Alibaba's gross income for 2024FY is projected to be 948.35B(CNY), its EBIT is projected to be 150.48B(CNY), and EPS is projected to be 7.48(CNY). The forecast for 2025FY shows a gross income of 1032.73B(CNY) and EBIT of 167.44B(CNY), and for 2026FY, a gross income of 1127.38B(CNY) and EBIT of 181.11B(CNY). For EPS, the forecast is 8.46(CNY) for 2025FY and 9.34(CNY) for 2026FY. Data Analysis:The earnings projections indicate a healthy growth trajectory for Alibaba. The increase in gross income and EBIT is a positive sign for the company's ongoing expansion and development. The projected EPS growth is also a positive indicator that bodes well for the overall price growth of the company's stock. Relevant Opinion:Unfortunately, no relevant articles were provided to summarize the relevant opinions. Relevant Articles:None provided. Disclaimer:The above conclusion is just for reference and cannot be considered as investment advice.","html":"Based on the provided context, I found two sets of earnings projections for Alibaba. Forcast Data:According to the first set of projections - the financial report forecast - Alibaba is estimated to have a gross income of 959.08B(CNY) and EBIT of 162.06B(CNY) by the end of 2024. The forecast for 2025FY shows a gross income of 1048.30B(CNY) and EBIT of 175.56B(CNY), and for 2026FY, a gross income of 1143.56B(CNY) and EBIT of 185.07B(CNY). For EPS, the forecast is 64.80(CNY) for 2024FY, 71.19(CNY) for 2025FY, and 79.57(CNY) for 2026FY. According to the second set of projections, Alibaba's gross income for 2024FY is projected to be 948.35B(CNY), its EBIT is projected to be 150.48B(CNY), and EPS is projected to be 7.48(CNY). The forecast for 2025FY shows a gross income of 1032.73B(CNY) and EBIT of 167.44B(CNY), and for 2026FY, a gross income of 1127.38B(CNY) and EBIT of 181.11B(CNY). For EPS, the forecast is 8.46(CNY) for 2025FY and 9.34(CNY) for 2026FY. Data Analysis:The earnings projections indicate a healthy growth trajectory for Alibaba. The increase in gross income and EBIT is a positive sign for the company's ongoing expansion and development. The projected EPS growth is also a positive indicator that bodes well for the overall price growth of the company's stock. Relevant Opinion:Unfortunately, no relevant articles were provided to summarize the relevant opinions. Relevant Articles:None provided. Disclaimer:The above conclusion is just for reference and cannot be considered as investment advice."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":208577591435488,"gmtCreate":1691946117971,"gmtModify":1691978434610,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"Projectoons&nbsp;of alibBa earnings <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"Projectoons&nbsp;of alibBa earnings <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"Projectoons of alibBa earnings @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/208577591435488","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the context, there are two sets of earnings projections for Alibaba. For the first set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 2.17 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 7.48 (CNY), Forecast Gross Income 948.35B (CNY), Forecasting EBIT 150.48B (CNY) 2025FY: Forecast EPS 8.46 (CNY), Forecast Gross Income 1032.73B (CNY), Forecasting EBIT 167.44B (CNY) 2026FY: Forecast EPS 9.34 (CNY), Forecast Gross Income 1127.38B (CNY), Forecasting EBIT 181.11B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 1.78 (CNY) Forecast gross income: 225.65B (CNY) Forecasting EBIT: 36.32B (CNY) For the second set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 17.37 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 64.80 (CNY), Forecast Gross Income 959.08B (CNY), Forecasting EBIT 162.06B (CNY) 2025FY: Forecast EPS 71.19 (CNY), Forecast Gross Income 1048.3B (CNY), Forecasting EBIT 175.56B (CNY) 2026FY: Forecast EPS 79.57 (CNY), Forecast Gross Income 1143.56B (CNY), Forecasting EBIT 185.07B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 15.25 (CNY) Forecast gross income: 227.37B (CNY) Forecasting EBIT: 38.15B (CNY) Without any further information on context, data analysis will not be provided. Relevant articles:Alibaba’s Options Signal Increasing Optimism Ahead of Earnings Disclaimer: The above conclusion is just for reference and cannot be considered investment advice.","text":"Based on the context, there are two sets of earnings projections for Alibaba. For the first set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 2.17 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 7.48 (CNY), Forecast Gross Income 948.35B (CNY), Forecasting EBIT 150.48B (CNY) 2025FY: Forecast EPS 8.46 (CNY), Forecast Gross Income 1032.73B (CNY), Forecasting EBIT 167.44B (CNY) 2026FY: Forecast EPS 9.34 (CNY), Forecast Gross Income 1127.38B (CNY), Forecasting EBIT 181.11B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 1.78 (CNY) Forecast gross income: 225.65B (CNY) Forecasting EBIT: 36.32B (CNY) For the second set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 17.37 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 64.80 (CNY), Forecast Gross Income 959.08B (CNY), Forecasting EBIT 162.06B (CNY) 2025FY: Forecast EPS 71.19 (CNY), Forecast Gross Income 1048.3B (CNY), Forecasting EBIT 175.56B (CNY) 2026FY: Forecast EPS 79.57 (CNY), Forecast Gross Income 1143.56B (CNY), Forecasting EBIT 185.07B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 15.25 (CNY) Forecast gross income: 227.37B (CNY) Forecasting EBIT: 38.15B (CNY) Without any further information on context, data analysis will not be provided. Relevant articles:Alibaba’s Options Signal Increasing Optimism Ahead of Earnings Disclaimer: The above conclusion is just for reference and cannot be considered investment advice.","html":"Based on the context, there are two sets of earnings projections for Alibaba. For the first set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 2.17 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 7.48 (CNY), Forecast Gross Income 948.35B (CNY), Forecasting EBIT 150.48B (CNY) 2025FY: Forecast EPS 8.46 (CNY), Forecast Gross Income 1032.73B (CNY), Forecasting EBIT 167.44B (CNY) 2026FY: Forecast EPS 9.34 (CNY), Forecast Gross Income 1127.38B (CNY), Forecasting EBIT 181.11B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 1.78 (CNY) Forecast gross income: 225.65B (CNY) Forecasting EBIT: 36.32B (CNY) For the second set, the forecast of Alibaba's financial report for 2024Q1 is as follows: Revenue: 234.16B EBIT: 45.37B EPS: 17.37 The annual forecast data for the same period is as follows: 2024FY: Forecast EPS 64.80 (CNY), Forecast Gross Income 959.08B (CNY), Forecasting EBIT 162.06B (CNY) 2025FY: Forecast EPS 71.19 (CNY), Forecast Gross Income 1048.3B (CNY), Forecasting EBIT 175.56B (CNY) 2026FY: Forecast EPS 79.57 (CNY), Forecast Gross Income 1143.56B (CNY), Forecasting EBIT 185.07B (CNY) Quarterly forecast data is also available for 2024Q2: Forecast EPS: 15.25 (CNY) Forecast gross income: 227.37B (CNY) Forecasting EBIT: 38.15B (CNY) Without any further information on context, data analysis will not be provided. Relevant articles:Alibaba’s Options Signal Increasing Optimism Ahead of Earnings Disclaimer: The above conclusion is just for reference and cannot be considered investment advice."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926983510,"gmtCreate":1671445933930,"gmtModify":1676538537535,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926983510","repostId":"1188447611","repostType":2,"repost":{"id":"1188447611","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1671441431,"share":"https://ttm.financial/m/news/1188447611?lang=&edition=fundamental","pubTime":"2022-12-19 17:17","market":"us","language":"en","title":"Tesla, Steelcase, HEICO and More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1188447611","media":"Benzinga","summary":"With US stock futures trading slightly higher this morning on Monday, some of the stocks that may gr","content":"<html><head></head><body><p>With US stock futures trading slightly higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><p>Wall Street expects <a href=\"https://laohu8.com/S/SCS\">Steelcase Inc.</a> to report quarterly earnings at $0.18 per share on revenue of $836.42 million after the closing bell. Steelcase shares gained 3.8% to close at $6.85 on Friday.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares jumped 4% in premarket trading after Musk launched poll on whether he should quit as Twitter CEO. Twitter CEO Elon Musk launched a poll on the social media platform on Sunday asking users whether he should step down as head of the company, adding that he would abide by the poll results.</p><p>Analysts are expecting <a href=\"https://laohu8.com/S/HEI\">HEICO Corporation</a> to have earned $0.69 per share on revenue of $602.97 million for the latest quarter. The company will release earnings after the markets close. HEICO shares fell 0.1% to $151.82 in the after-hours trading session.</p><p><a href=\"https://laohu8.com/S/JBSS\">John B. Sanfilippo &amp; Son, Inc.</a> reported that it has acquired substantially all of the assets of the Just the Cheese brand business. John B. Sanfilippo &amp; Son shares gained 0.1% to close at $80.76 on Friday.</p><p>Analysts expect <a href=\"https://laohu8.com/S/ISPO\">Inspirato Incorporated</a> to post quarterly loss at $0.04 per share on revenue of $91.95 million after the closing bell. Inspirato shares jumped 7.8% to $1.5199 in the after-hours trading session.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Steelcase, HEICO and More: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Steelcase, HEICO and More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-19 17:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading slightly higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><p>Wall Street expects <a href=\"https://laohu8.com/S/SCS\">Steelcase Inc.</a> to report quarterly earnings at $0.18 per share on revenue of $836.42 million after the closing bell. Steelcase shares gained 3.8% to close at $6.85 on Friday.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares jumped 4% in premarket trading after Musk launched poll on whether he should quit as Twitter CEO. Twitter CEO Elon Musk launched a poll on the social media platform on Sunday asking users whether he should step down as head of the company, adding that he would abide by the poll results.</p><p>Analysts are expecting <a href=\"https://laohu8.com/S/HEI\">HEICO Corporation</a> to have earned $0.69 per share on revenue of $602.97 million for the latest quarter. The company will release earnings after the markets close. HEICO shares fell 0.1% to $151.82 in the after-hours trading session.</p><p><a href=\"https://laohu8.com/S/JBSS\">John B. Sanfilippo &amp; Son, Inc.</a> reported that it has acquired substantially all of the assets of the Just the Cheese brand business. John B. Sanfilippo &amp; Son shares gained 0.1% to close at $80.76 on Friday.</p><p>Analysts expect <a href=\"https://laohu8.com/S/ISPO\">Inspirato Incorporated</a> to post quarterly loss at $0.04 per share on revenue of $91.95 million after the closing bell. Inspirato shares jumped 7.8% to $1.5199 in the after-hours trading session.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HEI":"海科航空","SCS":"Steelcase Inc.","ISPO":"Inspirato Incorporated","JBSS":"John B. Sanfilippo & Son","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188447611","content_text":"With US stock futures trading slightly higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Steelcase Inc. to report quarterly earnings at $0.18 per share on revenue of $836.42 million after the closing bell. Steelcase shares gained 3.8% to close at $6.85 on Friday.Tesla shares jumped 4% in premarket trading after Musk launched poll on whether he should quit as Twitter CEO. Twitter CEO Elon Musk launched a poll on the social media platform on Sunday asking users whether he should step down as head of the company, adding that he would abide by the poll results.Analysts are expecting HEICO Corporation to have earned $0.69 per share on revenue of $602.97 million for the latest quarter. The company will release earnings after the markets close. HEICO shares fell 0.1% to $151.82 in the after-hours trading session.John B. Sanfilippo & Son, Inc. reported that it has acquired substantially all of the assets of the Just the Cheese brand business. John B. Sanfilippo & Son shares gained 0.1% to close at $80.76 on Friday.Analysts expect Inspirato Incorporated to post quarterly loss at $0.04 per share on revenue of $91.95 million after the closing bell. Inspirato shares jumped 7.8% to $1.5199 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281736476692480,"gmtCreate":1709811829628,"gmtModify":1709811833334,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"F by nmrjgej","listText":"F by nmrjgej","text":"F by nmrjgej","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281736476692480","repostId":"1176442504","repostType":2,"repost":{"id":"1176442504","pubTimestamp":1709809683,"share":"https://ttm.financial/m/news/1176442504?lang=&edition=fundamental","pubTime":"2024-03-07 19:08","market":"us","language":"en","title":"SoFi Technologies: The Market Is Wrong About Convertible Notes Offering","url":"https://stock-news.laohu8.com/highlight/detail?id=1176442504","media":"seekingalpha","summary":"SummarySoFi Technologies stock demonstrated a 15% plunge in one day after news regarding new convertible notes offering.It looks like the market overreacted since the deal is aimed to improve debt str","content":"<html><head></head><body><h2 id=\"id_3703289031\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>SoFi Technologies stock demonstrated a 15% plunge in one day after news regarding new convertible notes offering.</p></li><li><p>It looks like the market overreacted since the deal is aimed to improve debt structure of SoFi and replace new notes with instruments with higher interest rates.</p></li><li><p>The company continues demonstrating exceptional performance across all key metrics and SOFI stock&#39;s valuation is very attractive after the recent dip.</p></li></ul><h2 id=\"id_949794673\" style=\"text-align: left;\">SoFi Technologies investment thesis</h2><p style=\"text-align: left;\">My previous bullish thesis about SoFi Technologies is not aging well so far as the stock substantially lags behind the broader U.S. market. On March 5, the stock plunged by 15% in one day after news regarding plans to raise $750 million via convertible senior notes. For long-term investors like me, big selloffs like we have seen yesterday is an excellent opportunity to increase stake in this future superstar. The company continues demonstrating stellar dynamics in key financial and operating metrics, and I believe SOFI is poised to sustain its impressive business expansion trajectory. The valuation looks even more attractive after the recent dip, which makes me reiterate my &#34;Strong Buy&#34; rating for SOFI.</p><h2 id=\"id_2961273512\" style=\"text-align: left;\">Recent developments</h2><p style=\"text-align: left;\">SOFI released its latest quarterly earnings on January 29, when the company topped revenue consensus estimates and met adjusted EPS forecasts. YoY revenue growth in Q4 accelerated to 34%, compared to a 27% growth in Q3. The adjusted EPS was positive for the first time in SOFI&#39;s history.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9b0c41c82a90f2dcd61bc13b9620b17\" alt=\"SOFI latest quarterly earnings\" title=\"SOFI latest quarterly earnings\" tg-width=\"585\" tg-height=\"212\"/><span>SOFI latest quarterly earnings</span></p><p style=\"text-align: left;\">For the full fiscal 2023 SOFI recorded a strong 35% revenue growth. The top-line strength enabled SOFI to expand its adjusted EBITDA margin from 9% to 21%. In absolute terms, the adjusted EBITDA tripled YoY from $143 to $432. For a financial services company, it is crucial to balance between delivering solid performance and sustaining a solid financial position. SOFI&#39;s management looks prudent from the capital allocation perspective since its balance sheet looks solid with ample cash and liquidity. In Q4, deposits [liabilities side] growth outnumbered loans [assets side] by almost two times, which is good for investors. Growing deposits faster than loans means SOFI increases the share of loans financed by deposits and needs to rely less on warehouse facilities. This means more efficient funding costs for SOFI, which will highly likely lead to improved profitability because deposits are cheaper for the company compared to warehouse facilities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8171ca39967a29159c4db8b3ca3c61e1\" alt=\"SOFI&#39;s balance sheet\" title=\"SOFI&#39;s balance sheet\" tg-width=\"640\" tg-height=\"286\"/><span>SOFI&#39;s balance sheet</span></p><p style=\"text-align: left;\">I am emphasizing SOFI&#39;s sound balance sheet because it is the cornerstone for any financial institution to fuel sustainable growth and creating value for shareholders. The ability to drive customer base expansion is the second important factor for SOFI. From this perspective, the company demonstrates massive growth momentum, delivering a 44% YoY customers [&#34;members&#34;] growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7977d60c6448baaab06088867d39e317\" alt=\"SOFI customer growth\" title=\"SOFI customer growth\" tg-width=\"640\" tg-height=\"292\"/><span>SOFI customer growth</span></p><p style=\"text-align: left;\">And the last but not least, crucial critical success factor for a financial services company is the range of products it offers. The broader product offerings a financial institution sells to customers, the higher the probability that it will be able to become a one-stop-shop for clients. This in turn will provide SOFI with exceptional cross-selling opportunities to drive revenue growth further. Apart from the potential to boost revenue via selling additional products to existing customers, it is also crucial to keep in mind that cross-selling also helps driving down customer acquisition costs. In terms of products offered, SOFI also demonstrated substantial expansion, which is a clear indication that the business is moving in right direction. The fact that the company added more products [695k] in Q4 compared to the number of members increase [585k], means that SOFI successfully exercises its cross-selling potential. According to the latest 10-K report, SOFI defines &#34;total products&#34; as the aggregate number of lending and financial services products that customers have selected on the platform since the inception through the reporting date, whether or not the customers are still registered for such products.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336aa0973f39302389be440feb92dc20\" alt=\"SoFi number of products dynamics\" title=\"SoFi number of products dynamics\" tg-width=\"640\" tg-height=\"292\"/><span>SoFi number of products dynamics</span></p><p style=\"text-align: left;\">As we can see, SOFI demonstrates strength across all three critical success factors which I have defined. Now let me move on to the discussion of the latest catalyst which was perceived very negatively by the market, which led to a big selloff on March 5th.</p><p style=\"text-align: left;\">The company proposed a $750 million convertible senior notes offering due 2029 which was absorbed by the market with massive fear and a 15% single-day stock price decline. The fact that investors will likely be diluted as a result of the deal seems to be major reason for a selloff. I might have agreed that such an offering was a disaster if the company had been desperately seeking for ways to raise finance to survive from a crisis. However, as we have seen above, it is not the case for SOFI. According to the official press-release, proceeds from the deal will be used to redeem its 12.5% Series 1 Preferred Stocks and other higher-cost indebtedness. That said, this information is in reality positive for the company because it will highly likely replace more expensive debt instruments with a cheaper one. Of course, the details regarding the interest rates and initial conversion rate for the new offering were not revealed yet, but so far SOFI&#39;s management&#39;s capital allocation moves were sound. Therefore, I expect the deal to be beneficial for shareholders over the long term.</p><h2 id=\"id_301632307\" style=\"text-align: left;\">SOFI stock valuation update</h2><p style=\"text-align: left;\">SOFI tanked by 27% year-to-date, substantially lagging the broader U.S. stock market. The picture is better from the past 12 months perspective with a 9% stock price increase. The current market cap is around $8 billion, which is far below all-time highs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e7310ff2da7c0e878f52ca58693e74e\" alt=\"SOFI stock price chart\" title=\"SOFI stock price chart\" tg-width=\"640\" tg-height=\"280\"/><span>SOFI stock price chart</span></p><p style=\"text-align: left;\">Valuation of SOFI is tricky because the company is still not profitable from the GAAP net income perspective and there is not much direct public fintech rivals with comparable scale and revenue growth to compare with. Since SOFI is a bank, I think that comparing its forward valuation ratios with the industry leaders will be fair. Apparently, players like JPMorgan Chase (JPM) or Bank of America (BAC) have vibrant brands and vast customer base, and these banks scales and profitability are far beyond SOFI. On the other hand, it is highly likely that traditional banking is stagnating and fintech is emerging, which allows SOFI to far outpace giants in terms of revenue growth pace.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7e8afe00b6e20ea886c0a98ede805f0\" alt=\"SOFI vs JPM vs BAC revenue growth\" title=\"SOFI vs JPM vs BAC revenue growth\" tg-width=\"640\" tg-height=\"159\"/><span>SOFI vs JPM vs BAC revenue growth</span></p><p style=\"text-align: left;\">All factors together are likely to offset each other, which makes multiples comparison between SOFI, JPM and BAC fair. As we can see from SOFI&#39;s 12.12 forward FY 2027 P/E ratio, the projected massive revenue growth is not actually priced in. JPM&#39;s revenue is expected to stagnate over the next three years, but its 2027 P/E is projected higher than SOFI, which is expected by consensus to deliver almost 18% revenue CAGR over the same period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d3e6ab8d0e5d07a1b4073f0fc9c2281\" alt=\"SOFI vs JPM vs BAC multiples\" title=\"SOFI vs JPM vs BAC multiples\" tg-width=\"640\" tg-height=\"180\"/><span>SOFI vs JPM vs BAC multiples</span></p><p style=\"text-align: left;\">To derive SOFI&#39;s 12-months target price, I will multiple a $0.23 FY 2025 EPS estimate by a P/E multiple. According to Lyn Alden, a fair P/E ratio for a company with annual revenue and EPS growth rate of 20% is 40+. Since SOFI&#39;s revenue CAGR projections are below 20% but far above 10%, I am using a 40 P/E with a 5% haircut, i.e., 38. Multiplying $0.23 by 38 gives me target price of $8.74. This is 20% higher than the last close, which means SOFI is very attractively valued after the selloff.</p><h2 id=\"id_75610443\" style=\"text-align: left;\">Risks update</h2><p style=\"text-align: left;\">The stock is highly volatile, the last 52-week range spanned from $4.45 to $11.70, which I consider to be a very wide corridor. As can be seen from the last year&#39;s stock price chart below, it is common for the stock to demonstrate big moves in either direction within very short timeframes. Therefore, investing in the stock if an investor has a short-term horizon is extremely risky and may resemble gambling. Despite the stock is likely to rebound fast after a big yesterday&#39;s drop, I insist that investment in SOFI is a bet on secular growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fe01a1461776e6c6cbafb9650f79187\" alt=\"SOFI last 12 months stock price volatility\" title=\"SOFI last 12 months stock price volatility\" tg-width=\"640\" tg-height=\"281\"/><span>SOFI last 12 months stock price volatility</span></p><p style=\"text-align: left;\">SOFI is an apparent disruptor for the whole financial industry and has great chances to become an undisputed leader in the American fintech. However, it is crucial to remember that SOFI does not compete with young, ambitious fintech companies only. Instead, SOFI competes with almost five thousand insured commercial banks. Giants like JPM and BAC have hundreds of billions in assets, vast customer bases, and experienced well-paid teams which are unwilling to lose even tiny portions of their businesses to anyone. That said, SOFI shall be multiple steps ahead of competition in terms of the technological edge and convenience of its app compared to traditional banking.</p><h2 id=\"id_597730413\" style=\"text-align: left;\">Bottom line</h2><p style=\"text-align: left;\">To conclude, SOFI I reiterate a &#34;Strong Buy&#34; rating for SOFI. I like how the business performs across key operational and financial metrics and the management&#39;s prioritization of sustaining a healthy balance sheet with improved funding sourcing. The convertible bonds offering, which has led to a big sell-off looks like an excellent buying opportunity as the valuation became much more attractive after the stock plunged. It is highly likely that the market overreacted because the new potential convertible bonds deal is aimed to improve the structure of SOFI&#39;s debt.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi Technologies: The Market Is Wrong About Convertible Notes Offering</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoFi Technologies: The Market Is Wrong About Convertible Notes Offering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-07 19:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4676247-sofi-technologies-market-wrong-convertible-notes-offering><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySoFi Technologies stock demonstrated a 15% plunge in one day after news regarding new convertible notes offering.It looks like the market overreacted since the deal is aimed to improve debt ...</p>\n\n<a href=\"https://seekingalpha.com/article/4676247-sofi-technologies-market-wrong-convertible-notes-offering\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/article/4676247-sofi-technologies-market-wrong-convertible-notes-offering","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176442504","content_text":"SummarySoFi Technologies stock demonstrated a 15% plunge in one day after news regarding new convertible notes offering.It looks like the market overreacted since the deal is aimed to improve debt structure of SoFi and replace new notes with instruments with higher interest rates.The company continues demonstrating exceptional performance across all key metrics and SOFI stock's valuation is very attractive after the recent dip.SoFi Technologies investment thesisMy previous bullish thesis about SoFi Technologies is not aging well so far as the stock substantially lags behind the broader U.S. market. On March 5, the stock plunged by 15% in one day after news regarding plans to raise $750 million via convertible senior notes. For long-term investors like me, big selloffs like we have seen yesterday is an excellent opportunity to increase stake in this future superstar. The company continues demonstrating stellar dynamics in key financial and operating metrics, and I believe SOFI is poised to sustain its impressive business expansion trajectory. The valuation looks even more attractive after the recent dip, which makes me reiterate my \"Strong Buy\" rating for SOFI.Recent developmentsSOFI released its latest quarterly earnings on January 29, when the company topped revenue consensus estimates and met adjusted EPS forecasts. YoY revenue growth in Q4 accelerated to 34%, compared to a 27% growth in Q3. The adjusted EPS was positive for the first time in SOFI's history.SOFI latest quarterly earningsFor the full fiscal 2023 SOFI recorded a strong 35% revenue growth. The top-line strength enabled SOFI to expand its adjusted EBITDA margin from 9% to 21%. In absolute terms, the adjusted EBITDA tripled YoY from $143 to $432. For a financial services company, it is crucial to balance between delivering solid performance and sustaining a solid financial position. SOFI's management looks prudent from the capital allocation perspective since its balance sheet looks solid with ample cash and liquidity. In Q4, deposits [liabilities side] growth outnumbered loans [assets side] by almost two times, which is good for investors. Growing deposits faster than loans means SOFI increases the share of loans financed by deposits and needs to rely less on warehouse facilities. This means more efficient funding costs for SOFI, which will highly likely lead to improved profitability because deposits are cheaper for the company compared to warehouse facilities.SOFI's balance sheetI am emphasizing SOFI's sound balance sheet because it is the cornerstone for any financial institution to fuel sustainable growth and creating value for shareholders. The ability to drive customer base expansion is the second important factor for SOFI. From this perspective, the company demonstrates massive growth momentum, delivering a 44% YoY customers [\"members\"] growth.SOFI customer growthAnd the last but not least, crucial critical success factor for a financial services company is the range of products it offers. The broader product offerings a financial institution sells to customers, the higher the probability that it will be able to become a one-stop-shop for clients. This in turn will provide SOFI with exceptional cross-selling opportunities to drive revenue growth further. Apart from the potential to boost revenue via selling additional products to existing customers, it is also crucial to keep in mind that cross-selling also helps driving down customer acquisition costs. In terms of products offered, SOFI also demonstrated substantial expansion, which is a clear indication that the business is moving in right direction. The fact that the company added more products [695k] in Q4 compared to the number of members increase [585k], means that SOFI successfully exercises its cross-selling potential. According to the latest 10-K report, SOFI defines \"total products\" as the aggregate number of lending and financial services products that customers have selected on the platform since the inception through the reporting date, whether or not the customers are still registered for such products.SoFi number of products dynamicsAs we can see, SOFI demonstrates strength across all three critical success factors which I have defined. Now let me move on to the discussion of the latest catalyst which was perceived very negatively by the market, which led to a big selloff on March 5th.The company proposed a $750 million convertible senior notes offering due 2029 which was absorbed by the market with massive fear and a 15% single-day stock price decline. The fact that investors will likely be diluted as a result of the deal seems to be major reason for a selloff. I might have agreed that such an offering was a disaster if the company had been desperately seeking for ways to raise finance to survive from a crisis. However, as we have seen above, it is not the case for SOFI. According to the official press-release, proceeds from the deal will be used to redeem its 12.5% Series 1 Preferred Stocks and other higher-cost indebtedness. That said, this information is in reality positive for the company because it will highly likely replace more expensive debt instruments with a cheaper one. Of course, the details regarding the interest rates and initial conversion rate for the new offering were not revealed yet, but so far SOFI's management's capital allocation moves were sound. Therefore, I expect the deal to be beneficial for shareholders over the long term.SOFI stock valuation updateSOFI tanked by 27% year-to-date, substantially lagging the broader U.S. stock market. The picture is better from the past 12 months perspective with a 9% stock price increase. The current market cap is around $8 billion, which is far below all-time highs.SOFI stock price chartValuation of SOFI is tricky because the company is still not profitable from the GAAP net income perspective and there is not much direct public fintech rivals with comparable scale and revenue growth to compare with. Since SOFI is a bank, I think that comparing its forward valuation ratios with the industry leaders will be fair. Apparently, players like JPMorgan Chase (JPM) or Bank of America (BAC) have vibrant brands and vast customer base, and these banks scales and profitability are far beyond SOFI. On the other hand, it is highly likely that traditional banking is stagnating and fintech is emerging, which allows SOFI to far outpace giants in terms of revenue growth pace.SOFI vs JPM vs BAC revenue growthAll factors together are likely to offset each other, which makes multiples comparison between SOFI, JPM and BAC fair. As we can see from SOFI's 12.12 forward FY 2027 P/E ratio, the projected massive revenue growth is not actually priced in. JPM's revenue is expected to stagnate over the next three years, but its 2027 P/E is projected higher than SOFI, which is expected by consensus to deliver almost 18% revenue CAGR over the same period.SOFI vs JPM vs BAC multiplesTo derive SOFI's 12-months target price, I will multiple a $0.23 FY 2025 EPS estimate by a P/E multiple. According to Lyn Alden, a fair P/E ratio for a company with annual revenue and EPS growth rate of 20% is 40+. Since SOFI's revenue CAGR projections are below 20% but far above 10%, I am using a 40 P/E with a 5% haircut, i.e., 38. Multiplying $0.23 by 38 gives me target price of $8.74. This is 20% higher than the last close, which means SOFI is very attractively valued after the selloff.Risks updateThe stock is highly volatile, the last 52-week range spanned from $4.45 to $11.70, which I consider to be a very wide corridor. As can be seen from the last year's stock price chart below, it is common for the stock to demonstrate big moves in either direction within very short timeframes. Therefore, investing in the stock if an investor has a short-term horizon is extremely risky and may resemble gambling. Despite the stock is likely to rebound fast after a big yesterday's drop, I insist that investment in SOFI is a bet on secular growth.SOFI last 12 months stock price volatilitySOFI is an apparent disruptor for the whole financial industry and has great chances to become an undisputed leader in the American fintech. However, it is crucial to remember that SOFI does not compete with young, ambitious fintech companies only. Instead, SOFI competes with almost five thousand insured commercial banks. Giants like JPM and BAC have hundreds of billions in assets, vast customer bases, and experienced well-paid teams which are unwilling to lose even tiny portions of their businesses to anyone. That said, SOFI shall be multiple steps ahead of competition in terms of the technological edge and convenience of its app compared to traditional banking.Bottom lineTo conclude, SOFI I reiterate a \"Strong Buy\" rating for SOFI. I like how the business performs across key operational and financial metrics and the management's prioritization of sustaining a healthy balance sheet with improved funding sourcing. The convertible bonds offering, which has led to a big sell-off looks like an excellent buying opportunity as the valuation became much more attractive after the stock plunged. It is highly likely that the market overreacted because the new potential convertible bonds deal is aimed to improve the structure of SOFI's debt.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275881984086208,"gmtCreate":1708392848498,"gmtModify":1708681397650,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/H02.SI\">$Haw Par(H02.SI)$</a> dsrss","listText":"<a href=\"https://ttm.financial/S/H02.SI\">$Haw Par(H02.SI)$</a> dsrss","text":"$Haw Par(H02.SI)$ dsrss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275881984086208","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970469524,"gmtCreate":1684830517769,"gmtModify":1684830521280,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970469524","repostId":"2337766976","repostType":2,"repost":{"id":"2337766976","pubTimestamp":1684797876,"share":"https://ttm.financial/m/news/2337766976?lang=&edition=fundamental","pubTime":"2023-05-23 07:24","market":"us","language":"en","title":"Palantir: Fortunes Will Be Made","url":"https://stock-news.laohu8.com/highlight/detail?id=2337766976","media":"seekingalpha","summary":"Scott OlsonPalantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of i","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d6e647cdc251bec62f9ee28b3838531\" alt=\"Scott Olson\" title=\"Scott Olson\" tg-width=\"750\" tg-height=\"504\"/><span>Scott Olson</span></p><p>Palantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of its stock as the company is about to release its new AI platform that could help scale the business and create additional shareholder value along the way. Add to this the fact that major bearish arguments against investing in Palantir have become less relevant since the business is now profitable while stock-based compensations decrease with each year, and it becomes obvious that there’s nothing not to like about the company at this stage. Considering all of this, I continue to hold a long position in Palantir and believe that the company’s growth story is far from over despite all the challenges that its business is currently facing.</p><h2>Palantir’s Growth Story Is Far From Over</h2><p>Earlier this month, Palantir unveiled its Q1 earnings report which showed that the company’s growth story is far from over. Despite the macroeconomic challenges, the company managed to increase its customer count by 41% Y/Y and closed 64 deals that were worth at least $1 million each. This has helped to improve the overall sales as Palantir’s revenue of $525.19 million during the quarter was up 17.8% Y/Y and above the estimates by $19.25 million. At the same time, Q1 has also become the second profitable quarter in a row and the management expects this trend to continue for the rest of the year.</p><p>There are several reasons why Palantir managed to report great results, and why it’s likely that it will be able to retain its momentum and continue to create additional shareholder value along the way. First of all, the company has started to scale its cloud-based software deployment solution Apollo, which itself became a standalone product only last year, by closing its first $1 million deal for it in Q1. With a total addressable market of over $1 trillion by the end of the decade, Palantir has everything going for it to capture some portion of the ever-growing cloud market thanks to the help of Apollo in the following years.</p><p>At the same time, in addition to the growing commercial business that generated $236 million in revenues in Q1, which is an increase of 15% Y/Y, Palantir is also likely to continue to receive new awards from various federal agencies due to the uniqueness of its software solutions. In Q1 alone, Palantir’s government revenues increased by 20% Y/Y to $289 million and thanks to the successful performance of its solutions on the battlefield in Ukraine, there are reasons to believe that the company’s platforms for the defense sector would remain in high demand in the foreseeable future.</p><p>In my other articles on Palantir, I’ve already noted how the company was spying on the Russian army on the eve of the invasion of Ukraine at the beginning of 2022 and how there was an indication that the business’s software is actively and successfully used on the battlefield by the Ukrainian army. Earlier this year, Palantir’s CEO Alex Karp admitted that the company’s software is indeed used for the targeting by Ukraine, while the company’s CTO Shyam Sankar in the latest conference call spoke publicly about his recent visit to the war-torn country by stating the following:</p><blockquote>This past February, overlapping with our last earnings call, I had the opportunity to visit Ukraine and witness the incredible speed with which the Ukrainian forces were able to employ AI on the battlefield. It was clear that the future has already arrived.</blockquote><p>This indicates that Palantir is not only able to help Ukraine repel the Russian invasion, but that its latest AI solutions are already being tested on a battlefield in real-time. Thanks to this, Palantir is likely to extend its lead in AI development over its competitors and help the company gain an edge in understanding how AI solutions could revolutionize software for government and commercial uses.</p><p>In his latest letter to the shareholders, Alex Karp stated that Palantir is about to unveil its new artificial intelligence platform to select customers this month, which would enable enterprises to leverage the power of large language models on their own datasets. The letter also indicates that there’s an organic interest in the new product and the company is currently mobilizing its sales teams to extend the potential reach of the new platform in the future. If successful, Palantir’s new AI platform could be a game changer for the overall business as the company could be ahead of others in AI development thanks to the fact that its solutions are already tested on a real battlefield.</p><p>Therefore, by having negotiation and pricing power due to the uniqueness and effectiveness of its software solutions, Palantir has everything going for it to continue to scale its business and create additional value at the same time for years to come. Add to this the fact that Palantir’s management expects the business to remain profitable for the rest of the year and grow its sales at a double-digit rate, and it becomes obvious that the company’s growth story is far from over.</p><h2>What’s Palantir’s Real Worth?</h2><p>With all of those growth opportunities, Palantir’s shares have everything going for them to keep the momentum going. The only question that remains is whether the upside is big enough to justify opening a position at the current levels. After all, my previous DCF model from late February showed that Palantir’s fair value is $9.03 per share, which is already below the market price due to the latest rally. To figure this out, I’ve updated the model below to better reflect Palantir’s performance in Q1 and the company’s potential improvement of its overall financials in the future.</p><p>The top-line growth rate expectations are mostly in-line with the street and management expectations for the next couple of years after which the annual revenue growth rate is capped at 25%. Considering that before 2022 Palantir’s management was expecting to grow the business by at least 30% annually through 2025, it makes sense to expect a growth of 25% in the future due to the potential improvement of the macroeconomic environment thanks to the beginning of the disinflationary processes. The expectations for earnings have been slightly improved as well since the latest earnings report showed that Palantir can exceed expectations thanks to the low-cost and high-margin nature of its business. All the other assumptions in the model mostly remained the same as before.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f436aa3100a5827213d0dc3353fa2c1b\" tg-width=\"640\" tg-height=\"315\"/></p><p>Palantir&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>The updated model shows Palantir’s enterprise value to be $17.8 billion while its fair value is $9.23 per share, above the previous estimates but below the current market price.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7482e6701fbd3b3c79a79583c1052ebc\" tg-width=\"640\" tg-height=\"139\"/></p><p>Palantir&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>Even though at first it might seem like Palantir is now overvalued after the latest rally, I remain bullish about the company in the long run and believe that several other things need to be considered in addition to the valuation argument.</p><p>First of all, even in the current environment, Palantir is able to grow at an aggressive rate and if the macro environment improves next year, then the company would have an opportunity to improve its top-line growth rate even more. In such a scenario, this would lead to the upward revision of revenue assumptions and a subsequent improvement of fair value calculations. At the same time, if the disinflationary process accelerates and the Fed decides to cut rates next year, then the cost of capital for Palantir would also decrease and lead to a greater fair value as well.</p><p>On top of that, Palantir remains a growth stock that rarely trades close to its fair value during good times. Therefore, if the macroeconomic environment improves, then there’s a case to be made that Palantir’s shares would be able to aggressively appreciate and disconnect from its fundamentals as was the case before 2022 during the good times.</p><h2>Risks To Consider</h2><p>Considering the bullish argument that was presented above, the only major risk to Palantir’s growth story is the lasting unfavorable macroeconomic environment that has already destroyed the shareholder value last year and could suppress growth in the following quarters. If that’s the case, then fundamentals would outweigh various growth opportunities and kill the stock’s momentum that would result in its depreciation in the short to near term.</p><p>Other than that, there are no other major risks that could make it harder for Palantir to achieve its goals. The company is already profitable and is expected to remain so in the current environment, while the Y/Y decreases of stock-based compensation expenses each year indicate that the biggest bearish argument against investing in Palantir becomes irrelevant with each passing quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/245c50c3a039d286c9da5453f44dae7b\" tg-width=\"640\" tg-height=\"166\"/></p><p>Palantir&#39;s Financials (Palantir)</p><p></p><h2>The Bottom Line</h2><p>Palantir’s successful performance in Q1 along with the expected further scaling of its business at an aggressive rate in the following years indicates that the company’s growth story is far from over. If the macroeconomic environment improves in the following quarters, then there’s a case to be made that Palantir’s shares would be able to appreciate even more as the uniqueness and the effectiveness of the company’s solutions in the enterprise software market would continue to give it an edge over others and outweigh the risks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Fortunes Will Be Made</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Fortunes Will Be Made\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-23 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4606337-palantir-fortunes-will-be-made><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Scott OlsonPalantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of its stock as the company is about to release its new AI platform that could help scale the business ...</p>\n\n<a href=\"https://seekingalpha.com/article/4606337-palantir-fortunes-will-be-made\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4543":"AI","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件"},"source_url":"https://seekingalpha.com/article/4606337-palantir-fortunes-will-be-made","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2337766976","content_text":"Scott OlsonPalantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of its stock as the company is about to release its new AI platform that could help scale the business and create additional shareholder value along the way. Add to this the fact that major bearish arguments against investing in Palantir have become less relevant since the business is now profitable while stock-based compensations decrease with each year, and it becomes obvious that there’s nothing not to like about the company at this stage. Considering all of this, I continue to hold a long position in Palantir and believe that the company’s growth story is far from over despite all the challenges that its business is currently facing.Palantir’s Growth Story Is Far From OverEarlier this month, Palantir unveiled its Q1 earnings report which showed that the company’s growth story is far from over. Despite the macroeconomic challenges, the company managed to increase its customer count by 41% Y/Y and closed 64 deals that were worth at least $1 million each. This has helped to improve the overall sales as Palantir’s revenue of $525.19 million during the quarter was up 17.8% Y/Y and above the estimates by $19.25 million. At the same time, Q1 has also become the second profitable quarter in a row and the management expects this trend to continue for the rest of the year.There are several reasons why Palantir managed to report great results, and why it’s likely that it will be able to retain its momentum and continue to create additional shareholder value along the way. First of all, the company has started to scale its cloud-based software deployment solution Apollo, which itself became a standalone product only last year, by closing its first $1 million deal for it in Q1. With a total addressable market of over $1 trillion by the end of the decade, Palantir has everything going for it to capture some portion of the ever-growing cloud market thanks to the help of Apollo in the following years.At the same time, in addition to the growing commercial business that generated $236 million in revenues in Q1, which is an increase of 15% Y/Y, Palantir is also likely to continue to receive new awards from various federal agencies due to the uniqueness of its software solutions. In Q1 alone, Palantir’s government revenues increased by 20% Y/Y to $289 million and thanks to the successful performance of its solutions on the battlefield in Ukraine, there are reasons to believe that the company’s platforms for the defense sector would remain in high demand in the foreseeable future.In my other articles on Palantir, I’ve already noted how the company was spying on the Russian army on the eve of the invasion of Ukraine at the beginning of 2022 and how there was an indication that the business’s software is actively and successfully used on the battlefield by the Ukrainian army. Earlier this year, Palantir’s CEO Alex Karp admitted that the company’s software is indeed used for the targeting by Ukraine, while the company’s CTO Shyam Sankar in the latest conference call spoke publicly about his recent visit to the war-torn country by stating the following:This past February, overlapping with our last earnings call, I had the opportunity to visit Ukraine and witness the incredible speed with which the Ukrainian forces were able to employ AI on the battlefield. It was clear that the future has already arrived.This indicates that Palantir is not only able to help Ukraine repel the Russian invasion, but that its latest AI solutions are already being tested on a battlefield in real-time. Thanks to this, Palantir is likely to extend its lead in AI development over its competitors and help the company gain an edge in understanding how AI solutions could revolutionize software for government and commercial uses.In his latest letter to the shareholders, Alex Karp stated that Palantir is about to unveil its new artificial intelligence platform to select customers this month, which would enable enterprises to leverage the power of large language models on their own datasets. The letter also indicates that there’s an organic interest in the new product and the company is currently mobilizing its sales teams to extend the potential reach of the new platform in the future. If successful, Palantir’s new AI platform could be a game changer for the overall business as the company could be ahead of others in AI development thanks to the fact that its solutions are already tested on a real battlefield.Therefore, by having negotiation and pricing power due to the uniqueness and effectiveness of its software solutions, Palantir has everything going for it to continue to scale its business and create additional value at the same time for years to come. Add to this the fact that Palantir’s management expects the business to remain profitable for the rest of the year and grow its sales at a double-digit rate, and it becomes obvious that the company’s growth story is far from over.What’s Palantir’s Real Worth?With all of those growth opportunities, Palantir’s shares have everything going for them to keep the momentum going. The only question that remains is whether the upside is big enough to justify opening a position at the current levels. After all, my previous DCF model from late February showed that Palantir’s fair value is $9.03 per share, which is already below the market price due to the latest rally. To figure this out, I’ve updated the model below to better reflect Palantir’s performance in Q1 and the company’s potential improvement of its overall financials in the future.The top-line growth rate expectations are mostly in-line with the street and management expectations for the next couple of years after which the annual revenue growth rate is capped at 25%. Considering that before 2022 Palantir’s management was expecting to grow the business by at least 30% annually through 2025, it makes sense to expect a growth of 25% in the future due to the potential improvement of the macroeconomic environment thanks to the beginning of the disinflationary processes. The expectations for earnings have been slightly improved as well since the latest earnings report showed that Palantir can exceed expectations thanks to the low-cost and high-margin nature of its business. All the other assumptions in the model mostly remained the same as before.Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)The updated model shows Palantir’s enterprise value to be $17.8 billion while its fair value is $9.23 per share, above the previous estimates but below the current market price.Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)Even though at first it might seem like Palantir is now overvalued after the latest rally, I remain bullish about the company in the long run and believe that several other things need to be considered in addition to the valuation argument.First of all, even in the current environment, Palantir is able to grow at an aggressive rate and if the macro environment improves next year, then the company would have an opportunity to improve its top-line growth rate even more. In such a scenario, this would lead to the upward revision of revenue assumptions and a subsequent improvement of fair value calculations. At the same time, if the disinflationary process accelerates and the Fed decides to cut rates next year, then the cost of capital for Palantir would also decrease and lead to a greater fair value as well.On top of that, Palantir remains a growth stock that rarely trades close to its fair value during good times. Therefore, if the macroeconomic environment improves, then there’s a case to be made that Palantir’s shares would be able to aggressively appreciate and disconnect from its fundamentals as was the case before 2022 during the good times.Risks To ConsiderConsidering the bullish argument that was presented above, the only major risk to Palantir’s growth story is the lasting unfavorable macroeconomic environment that has already destroyed the shareholder value last year and could suppress growth in the following quarters. If that’s the case, then fundamentals would outweigh various growth opportunities and kill the stock’s momentum that would result in its depreciation in the short to near term.Other than that, there are no other major risks that could make it harder for Palantir to achieve its goals. The company is already profitable and is expected to remain so in the current environment, while the Y/Y decreases of stock-based compensation expenses each year indicate that the biggest bearish argument against investing in Palantir becomes irrelevant with each passing quarter.Palantir's Financials (Palantir)The Bottom LinePalantir’s successful performance in Q1 along with the expected further scaling of its business at an aggressive rate in the following years indicates that the company’s growth story is far from over. If the macroeconomic environment improves in the following quarters, then there’s a case to be made that Palantir’s shares would be able to appreciate even more as the uniqueness and the effectiveness of the company’s solutions in the enterprise software market would continue to give it an edge over others and outweigh the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941483501,"gmtCreate":1680532514804,"gmtModify":1680532519067,"author":{"id":"3572847359523135","authorId":"3572847359523135","name":"ESPES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572847359523135","authorIdStr":"3572847359523135"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941483501","repostId":"2324898562","repostType":2,"repost":{"id":"2324898562","pubTimestamp":1680528825,"share":"https://ttm.financial/m/news/2324898562?lang=&edition=fundamental","pubTime":"2023-04-03 21:33","market":"hk","language":"en","title":"Elon Musk Wants to Sell Something Special to Japan","url":"https://stock-news.laohu8.com/highlight/detail?id=2324898562","media":"TheStreet","summary":"Elon Musk Wants to Sell Something Special to Japan","content":"<div>\n<p>Elon Musk Wants to Sell Something Special to Japan</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMiV2h0dHBzOi8vd3d3LnRoZXN0cmVldC5jb20vdGVjaG5vbG9neS9lbG9uLW11c2std2FudHMtdG8tc2VsbC1zb21ldGhpbmctc3BlY2lhbC10by1qYXBhbtIBAA?oc=5\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Wants to Sell Something Special to Japan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Wants to Sell Something Special to Japan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-03 21:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.google.com/rss/articles/CBMiV2h0dHBzOi8vd3d3LnRoZXN0cmVldC5jb20vdGVjaG5vbG9neS9lbG9uLW11c2std2FudHMtdG8tc2VsbC1zb21ldGhpbmctc3BlY2lhbC10by1qYXBhbtIBAA?oc=5><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk Wants to Sell Something Special to Japan</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMiV2h0dHBzOi8vd3d3LnRoZXN0cmVldC5jb20vdGVjaG5vbG9neS9lbG9uLW11c2std2FudHMtdG8tc2VsbC1zb21ldGhpbmctc3BlY2lhbC10by1qYXBhbtIBAA?oc=5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","BK4574":"无人驾驶","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","TSLA":"特斯拉","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","BK4555":"新能源车","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR 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Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923245341","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}