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Amazon Earnings Will Be Fantastic. What That Means for the Stock.
Go to Tiger App to see more news
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10:51","market":"us","language":"en","title":"Amazon Earnings Will Be Fantastic. What That Means for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169827391","media":"Barrons","summary":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stell","content":"<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.</p>\n<p>The combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.</p>\n<p>They will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.</p>\n<p>The Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.</p>\n<p>One open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.</p>\n<p>In an earnings preview note, Truist analyst Youssef Squali reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.</p>\n<p>He expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”</p>\n<p>Stifel analyst Scott Devitt is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.</p>\n<p>“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.</p>\n<p>Wedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce. </p>\n<p>“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”</p>","source":"lsy1601382232898","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>Amazon Earnings Will Be Fantastic. What That Means for the Stock.</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\">\nAmazon Earnings Will Be Fantastic. What That Means for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 10:51 GMT+8 <a href=https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169827391","content_text":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.\nThe combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.\nThey will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.\nThe Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.\nOne open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.\nIn an earnings preview note, Truist analyst Youssef Squali reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.\nHe expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”\nStifel analyst Scott Devitt is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.\n“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.\nWedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce. \n“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":343121386,"gmtCreate":1617693048745,"gmtModify":1704701847125,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343121386","repostId":"1101907559","repostType":4,"repost":{"id":"1101907559","pubTimestamp":1617672655,"share":"https://ttm.financial/m/news/1101907559?lang=&edition=fundamental","pubTime":"2021-04-06 09:30","market":"us","language":"en","title":"Opinion: Financial crises get triggered about every 10 years — Archegos might be right on time","url":"https://stock-news.laohu8.com/highlight/detail?id=1101907559","media":"marketwatch","summary":"No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.Financial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.In 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management. Its reach and operating practices were","content":"<blockquote>\n <b>No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.</b>\n</blockquote>\n<p>Financial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.</p>\n<p>In 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management(LTCM). Its reach and operating practices were such that Federal Reserve Chairman Alan Greenspan said that when LTCM failed, “he had never seen anything in his lifetime that compared to the terror” he felt. LTCM was deemed “too big to fail,” and he engineered a bailout by 14 major U.S. financial institutions.</p>\n<p>Exactly a decade later, too much leverage by some of those very institutions, and the bursting of a U.S. real estate bubble, led to the near collapse of the U.S. financial system. Once again, big banks were deemed too big to fail and taxpayers came to the rescue.</p>\n<p>The trend? Every 10 years or so, and they all look different. Are we in the early stages of a new crisis now, with the blowup at the family office Archegos Capital Management LP?</p>\n<p>A family office, for the uninitiated, is a private wealth management vehicle for the ultra-wealthy. Here’s what I mean by ultra-wealthy: Consulting firm EY estimates there are some 10,000 family offices globally, but manage, says a separate estimate by market research firm Campden Research, nearly $6 trillion. That $6 trillion is likely far higher now given that it’s based on 2019 data.</p>\n<p><b>Unregulated money managers</b></p>\n<p>Here’s the potential danger. Family offices generally aren’t regulated. The 1940 Investment Advisers Act says firms with 15 clients or fewer don’t have to register with the Securities and Exchange Commission. What this means is that trillions of dollars are in play and no one can really say who’s running the money, what it’s invested in, how much leverage is being used, and what kind of counterparty risk may exist. (Counterparty risk is the probability that one party involved in a financial transaction could default on a contractual obligation to someone else.)</p>\n<p>This appears to be the case with Archegos. The firm bet heavily on certain Chinese stocks, including e-commerce player Vipshop Holdings Ltd.VIPS,-1.19%,U.S.-listed Chinese tutoring company GSX Techedu Inc.GSX,-10.63%and U.S. media companiesViacomCBS Inc.VIAC,-3.90%and Discovery Inc.DISCA,-3.86%,among others. Share prices have tumbled lately, sparking large sales — some $30 billion — by Archegos.</p>\n<p>The problem is that only about a third of that, or $10 billion, was its own money. We now know that Archegos worked with some of the biggest names on Wall Street, including Credit Suisse Group AGCS,+1.59%,UBS Group AGUBS,+1.01%,Goldman Sachs Group Inc.GS,-1.25%, Morgan StanleyMS,-0.28%,Deutsche Bank AGDB,+0.74%and Nomura Holdings Inc. NMR,+1.87%.</p>\n<p>But since family offices are largely allowed to operate unregulated, who’s to say how much money is really involved here and what the extent of market risk is? My colleague Mark DeCambre reported last week that Archegos’ true exposures to bad trades could actuallybe closer to $100 billion.</p>\n<p><b>Danger of counterparty risk</b></p>\n<p>This is where counterparty risk comes in. As Archegos’ bets went south, the above banks — looking at losses of their own — hit the firm with margin calls. Deutsche quickly dumped about $4 billion in holdings, while Goldman and Morgan Stanley are also said to have unwound their positions, perhaps limiting their downside.</p>\n<p>So is this a financial crisis? It doesn’t appear to be. Even so, the Securities and Exchange Commission has opened a preliminary investigation into Archegos and its founder, Bill Hwang.</p>\n<p>One peer, Tom Lee, the research chief of Fundstrat Global Advisors, calls Hwang one of the “top 10 of the best investment minds” he knows.</p>\n<p>But federal regulators may have a lesser opinion. In 2012, Hwang’s former hedge fund, Tiger Asia Management, pleaded guilty and paid more than $60 million in penalties after it was accused of trading on illegal tips about Chinese banks. The SEC banned Hwang from managing money on behalf of clients — essentially booting him from the hedge fund industry. So Hwang opened Archegos, and again, family offices aren’t generally aren’t regulated.</p>\n<p><b>Yellen on the case</b></p>\n<p>This issue is on Treasury Secretary Janet Yellen’s radar. She said last week that greater oversight of these private corners of the financial industry is needed. The Financial Stability Oversight Council (FSOC), which she oversees, has revived a task force to help agencies better “share data, identify risks and work to strengthen our financial system.”</p>\n<p>Most financial crises end up with American taxpayers getting stuck with the tab. Gains belong to the risk-takers. But losses — they belong to us. To paraphrase Abe Lincoln, family offices — a multi-trillion dollar industry largely allowed to operate in the shadows in a global financial system that is more intertwined than ever — are of the super-wealthy, by the super-wealthy and for the super-wealthy. And no one else.</p>\n<p>The Archegos collapse may or may not be the beginning of yet another financial crisis. But who’s to say what thousands of other family offices are doing with their trillions, and whether similar problems could blow up?</p>","source":"lsy1603348471595","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>Opinion: Financial crises get triggered about every 10 years — Archegos might be right on time</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\">\nOpinion: Financial crises get triggered about every 10 years — Archegos might be right on time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-06 09:30 GMT+8 <a href=https://www.marketwatch.com/story/financial-crises-happen-about-every-10-years-which-makes-the-archegos-meltdown-unnerving-11617634942?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.\n\nFinancial crises are never quite the same. During the late 1980s, nearly a third of ...</p>\n\n<a href=\"https://www.marketwatch.com/story/financial-crises-happen-about-every-10-years-which-makes-the-archegos-meltdown-unnerving-11617634942?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/financial-crises-happen-about-every-10-years-which-makes-the-archegos-meltdown-unnerving-11617634942?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101907559","content_text":"No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.\n\nFinancial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.\nIn 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management(LTCM). Its reach and operating practices were such that Federal Reserve Chairman Alan Greenspan said that when LTCM failed, “he had never seen anything in his lifetime that compared to the terror” he felt. LTCM was deemed “too big to fail,” and he engineered a bailout by 14 major U.S. financial institutions.\nExactly a decade later, too much leverage by some of those very institutions, and the bursting of a U.S. real estate bubble, led to the near collapse of the U.S. financial system. Once again, big banks were deemed too big to fail and taxpayers came to the rescue.\nThe trend? Every 10 years or so, and they all look different. Are we in the early stages of a new crisis now, with the blowup at the family office Archegos Capital Management LP?\nA family office, for the uninitiated, is a private wealth management vehicle for the ultra-wealthy. Here’s what I mean by ultra-wealthy: Consulting firm EY estimates there are some 10,000 family offices globally, but manage, says a separate estimate by market research firm Campden Research, nearly $6 trillion. That $6 trillion is likely far higher now given that it’s based on 2019 data.\nUnregulated money managers\nHere’s the potential danger. Family offices generally aren’t regulated. The 1940 Investment Advisers Act says firms with 15 clients or fewer don’t have to register with the Securities and Exchange Commission. What this means is that trillions of dollars are in play and no one can really say who’s running the money, what it’s invested in, how much leverage is being used, and what kind of counterparty risk may exist. (Counterparty risk is the probability that one party involved in a financial transaction could default on a contractual obligation to someone else.)\nThis appears to be the case with Archegos. The firm bet heavily on certain Chinese stocks, including e-commerce player Vipshop Holdings Ltd.VIPS,-1.19%,U.S.-listed Chinese tutoring company GSX Techedu Inc.GSX,-10.63%and U.S. media companiesViacomCBS Inc.VIAC,-3.90%and Discovery Inc.DISCA,-3.86%,among others. Share prices have tumbled lately, sparking large sales — some $30 billion — by Archegos.\nThe problem is that only about a third of that, or $10 billion, was its own money. We now know that Archegos worked with some of the biggest names on Wall Street, including Credit Suisse Group AGCS,+1.59%,UBS Group AGUBS,+1.01%,Goldman Sachs Group Inc.GS,-1.25%, Morgan StanleyMS,-0.28%,Deutsche Bank AGDB,+0.74%and Nomura Holdings Inc. NMR,+1.87%.\nBut since family offices are largely allowed to operate unregulated, who’s to say how much money is really involved here and what the extent of market risk is? My colleague Mark DeCambre reported last week that Archegos’ true exposures to bad trades could actuallybe closer to $100 billion.\nDanger of counterparty risk\nThis is where counterparty risk comes in. As Archegos’ bets went south, the above banks — looking at losses of their own — hit the firm with margin calls. Deutsche quickly dumped about $4 billion in holdings, while Goldman and Morgan Stanley are also said to have unwound their positions, perhaps limiting their downside.\nSo is this a financial crisis? It doesn’t appear to be. Even so, the Securities and Exchange Commission has opened a preliminary investigation into Archegos and its founder, Bill Hwang.\nOne peer, Tom Lee, the research chief of Fundstrat Global Advisors, calls Hwang one of the “top 10 of the best investment minds” he knows.\nBut federal regulators may have a lesser opinion. In 2012, Hwang’s former hedge fund, Tiger Asia Management, pleaded guilty and paid more than $60 million in penalties after it was accused of trading on illegal tips about Chinese banks. The SEC banned Hwang from managing money on behalf of clients — essentially booting him from the hedge fund industry. So Hwang opened Archegos, and again, family offices aren’t generally aren’t regulated.\nYellen on the case\nThis issue is on Treasury Secretary Janet Yellen’s radar. She said last week that greater oversight of these private corners of the financial industry is needed. The Financial Stability Oversight Council (FSOC), which she oversees, has revived a task force to help agencies better “share data, identify risks and work to strengthen our financial system.”\nMost financial crises end up with American taxpayers getting stuck with the tab. Gains belong to the risk-takers. But losses — they belong to us. To paraphrase Abe Lincoln, family offices — a multi-trillion dollar industry largely allowed to operate in the shadows in a global financial system that is more intertwined than ever — are of the super-wealthy, by the super-wealthy and for the super-wealthy. And no one else.\nThe Archegos collapse may or may not be the beginning of yet another financial crisis. But who’s to say what thousands of other family offices are doing with their trillions, and whether similar problems could blow up?","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341079689,"gmtCreate":1617765746241,"gmtModify":1704702841115,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/341079689","repostId":"343582387","repostType":1,"repost":{"id":343582387,"gmtCreate":1617725121349,"gmtModify":1704702371836,"author":{"id":"3576268586419675","authorId":"3576268586419675","name":"黑糖珍珠","avatar":"https://static.tigerbbs.com/206b155c1098b7264665b54192377e0c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576268586419675","authorIdStr":"3576268586419675"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$愛奇藝(IQ)$</a>wow","listText":"<a href=\"https://laohu8.com/S/IQ\">$愛奇藝(IQ)$</a>wow","text":"$愛奇藝(IQ)$wow","images":[{"img":"https://static.tigerbbs.com/59ed1454cc65a48bd4fcf23deacd728e","width":"939","height":"1239"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343582387","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377843284,"gmtCreate":1619517768948,"gmtModify":1704725267981,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377843284","repostId":"1155157199","repostType":4,"repost":{"id":"1155157199","pubTimestamp":1619494851,"share":"https://ttm.financial/m/news/1155157199?lang=&edition=fundamental","pubTime":"2021-04-27 11:40","market":"us","language":"en","title":"Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1155157199","media":"Barrons","summary":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share. On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo","content":"<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share. On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p>The shares have gained 18% year to date.</p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. </p><p>Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p>Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p>Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.” </p>","source":"lsy1601382232898","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>Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.</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\">\nMicrosoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:40 GMT+8 <a href=https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155157199","content_text":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share. On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.The shares have gained 18% year to date.Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354957295,"gmtCreate":1617121731517,"gmtModify":1704696205619,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354957295","repostId":"1163996400","repostType":4,"repost":{"id":"1163996400","pubTimestamp":1617094880,"share":"https://ttm.financial/m/news/1163996400?lang=&edition=fundamental","pubTime":"2021-03-30 17:01","market":"us","language":"en","title":"Coursera: The Education Disruptor Goes Public","url":"https://stock-news.laohu8.com/highlight/detail?id=1163996400","media":"seekingalpha","summary":"SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic","content":"<p><b>Summary</b></p><ul><li>The company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.</li><li>It is operating in a huge addressable market that is likely to grow for the foreseeable future.</li><li>Coursera enjoys many competitive advantages, among them a large, existing user base, price-to-cost advantages, and the ability to personalize content as a result of its trove of data.</li><li>Given its scale, and competitive advantages, the company should win an outsized share of its market opportunity.</li><li>However, because the company has not turned a profit, there is a chance that its stock may be too volatile in the near term. Buying when the company turns a profit is the safer bet.</li></ul><p>Coursera (COURS), the online learning platform founded in 2012 by former Stanford University computer science professors Daphne Koller and Andrew Ng, filed itsIPO prospectuswith the Securities and Exchange Commission (SEC). The Mountain View, California-based company offers individuals access to over 4,000 Massive Open Online Courses (MOOCs) from 200 educational institutions and corporations. The company also offers over two dozen degree programs at prices lower than what a learner would pay at a traditional, in-person institution. As the company grows its offering, it will be able to compete head-to-head with other “online program management” (OPM) providers, such as 2U(NASDAQ:TWOU), which is already publicly traded, and Noodle Partners.</p><p>Ng’sshareholder letter in the S-1articulated clearly just what the company is about:</p><blockquote>“We believe that education is the source of human progress. In today’s economy in which the skills needed to succeed are rapidly evolving, education is becoming more important than ever. As automation and digital disruption are poised to replace unprecedented numbers of jobs worldwide, giving workers the opportunity to upskill and reskill will be crucial to raising global living standards and increasing social equity. Online education will play a critical role, enabling anyone, anywhere, to gain the valuable skills they need to earn a living in an increasingly digital economy.”</blockquote><p>The filing lists Morgan Stanley, Goldman Sachs and Citigroup as underwriters. The number of shares and the price range of the proposed offering are yet to be determined.According to PitchBook data, Coursera’s most recent valuation in the private markets was $2.5 billion. To date, the company has raised $464 million in venture capital, most recently,$130 million in a Series F roundlast July. Coursera’s biggest institutional shareholders are New Enterprise Associates (18.3% of company stock), G Squared (15.9%) and Kleiner Perkins (9.2%).</p><p><b>Operating Results</b></p><p>The company earned $293 million in revenues for the fiscal year ended December 31, 2020, up 59% from 2019. Net losses widened by about $20 million year-on-year, reaching $66.8 million in 2020. Revenues shot up as a result of the Covid-19 pandemic’s effect on traditional education. In tandem with rising demand, operating costs associated with the company’s services rose, largely driven by the freemium content and marketing expenses. Coursera added over 12,000 new degree learners across the two years ended December 31, 2020 at an average acquisition cost of just below $2,000. The number of registered users rose by 65% year-on-year in 2020. Coursera’s accumulated deficit since its founding stood at $343.6 million as of December 31, 2020. The company does not expect to turn a profit in the foreseeable future.</p><p>The company’sCoursera for Campus,launched in late 2019to enable colleges to offer its library of MOOCs to their students, has been a key driver of recent revenue growth. At the start of the pandemic, Coursera made the program free to tertiary institutions until Sept. 30, 2020. Over 4,000 tertiary institutions from across the world signed up for the program, which, according to the company’s S-1 filing, makes it, “one of our fastest growing offerings”. As of December 31, 2020, over 130 tertiary institutions were paying for it.</p><p>At this point, it is hard to predict what the end of the pandemic would have on the company’s operating results.</p><p><b>The Strategy and Market Opportunity</b></p><p>Coursera is one of the most disruptive firms in the world. It has a flywheel approach to value creation, with significant price-to-cost advantages versus its competition. The company reported that about half of its new degree students in 2020 had been previously registered with Coursera and that its average student acquisition cost was less than $2,000. Its average student acquisition cost is lower than the industry standard. The edu-tech platform is able to efficiently acquire learners at scale because of the huge number of free, high-quality courses that it offers in partnership with top educational institutions and corporations; its ability to personalize content based on its wealth of data; the strength of word-of-mouth promotion by learners; the profitability of its affiliate paid marketing channel.</p><p>The platform offers a number of education tracks, for example:</p><ul><li>Specializations: A learner can pay between $39 and $99 a month for job-specific content across over 500 categories.</li><li>MasterTrack Certificates: For a quarter to a year, a learner can earn a certificate issued by a university-issued certificate. Prices range from $2,000 to $6,000.</li><li>Bachelor’s or Master’s Degrees: Fees range from $9,000 to $45,000.</li><li>Coursera for Enterprise: Through this platform, businesses, educational institutions and governments can deploy content to their learners.</li></ul><p>In response to the Covid-19 pandemic, Coursera partnered with over 330 government agencies across 30 U.S. states and cities and 70 countries as part of itsCoursera Workforce Recovery Initiative, which gave governments the chance to offer unemployed workers free access to thousands of business, data science, and technology courses from companies such as Amazon(NASDAQ:AMZN)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL).</p><p>The company has 77 million registered learners, as well as over 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies who paid for its enterprise offerings. The majority of its revenue (51%) was earned outside of the United States. Converting only a fraction of its 77 million registered users into paid users would change the economics of customer acquisition. The company’s present scale is a huge competitive advantage in the market.</p><p>A learner’s curriculum is designed to be “stackable”, which is to say that a learner can go through a domain in an incremental fashion. The company is able to leverage the huge volume of data it has accumulated from its over 220 million enrollments to personalize content. So, for example, Coursera’s Skills Graphs can suggest paths for job skills.</p><p>Coursera uses technology to drive down distribution costs, make content more affordable, extend access to less economically-endowed regions, help learners keep abreast of emerging skills, and grow its market opportunity. The Covid-19 pandemic has only accelerated secular trends towards the use of technology in education.</p><p>The size of the addressable market is massive and it’s easy to see why.An August 2020 study by the United Nationsdemonstrates the degree of disruption brought on by the Covid-19 pandemic: of the 1.6 billion students in 190 countries covered in the report, or 94% of the world’s students, were prevented from going to school because of Covid-19 pandemic related school closures.</p><p>In 2017, the World Bank indicated thatof the 200 million college students in the world, many do not have job-specific skills.</p><p>The Covid-19 pandemic and prior secular trends suggest that the future of education is in blended classrooms, job-specific education and continuous, lifelong education. Online learning platforms like Coursera will be the primary means through which educational content is delivered.</p><p>Globally, spending on higher education in 2019 was $2.2 trillion,according to HolonIQ. Spending on online degrees was $36 billion and is predicted to reach $74 billion by 2025.</p><p>With a huge, existing learner base; a strong brand; and the significant advantages detailed above, Coursera is likely to grab a significant amount of the market’s growth. Of thescenarios for the future of education, it seems that Coursera will continue to grow.</p><p><b>Conclusion</b></p><p>Coursera seems poised to meet the challenges of a changing education landscape. With its vast, existing user base, its flywheel model, its competitive advantages, and its existence in a huge and growing addressable market, the company is likely to do very well. The company’s value proposition is compelling. However, long run success does not equate to a good investment in the short run. An unprofitable company like Coursera is likely to be very volatile on the markets until it reaches profitability. It is better to wait for Coursera to turn a profit before investing in the company.</p>","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>Coursera: The Education Disruptor Goes Public</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\">\nCoursera: The Education Disruptor Goes Public\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 17:01 GMT+8 <a href=https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.It is operating in a huge addressable market that is likely to grow for the foreseeable future....</p>\n\n<a href=\"https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7cedd6cbf23bbe97eaec389fb0773ed6","relate_stocks":{"COUR":"Coursera, Inc."},"source_url":"https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1163996400","content_text":"SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.It is operating in a huge addressable market that is likely to grow for the foreseeable future.Coursera enjoys many competitive advantages, among them a large, existing user base, price-to-cost advantages, and the ability to personalize content as a result of its trove of data.Given its scale, and competitive advantages, the company should win an outsized share of its market opportunity.However, because the company has not turned a profit, there is a chance that its stock may be too volatile in the near term. Buying when the company turns a profit is the safer bet.Coursera (COURS), the online learning platform founded in 2012 by former Stanford University computer science professors Daphne Koller and Andrew Ng, filed itsIPO prospectuswith the Securities and Exchange Commission (SEC). The Mountain View, California-based company offers individuals access to over 4,000 Massive Open Online Courses (MOOCs) from 200 educational institutions and corporations. The company also offers over two dozen degree programs at prices lower than what a learner would pay at a traditional, in-person institution. As the company grows its offering, it will be able to compete head-to-head with other “online program management” (OPM) providers, such as 2U(NASDAQ:TWOU), which is already publicly traded, and Noodle Partners.Ng’sshareholder letter in the S-1articulated clearly just what the company is about:“We believe that education is the source of human progress. In today’s economy in which the skills needed to succeed are rapidly evolving, education is becoming more important than ever. As automation and digital disruption are poised to replace unprecedented numbers of jobs worldwide, giving workers the opportunity to upskill and reskill will be crucial to raising global living standards and increasing social equity. Online education will play a critical role, enabling anyone, anywhere, to gain the valuable skills they need to earn a living in an increasingly digital economy.”The filing lists Morgan Stanley, Goldman Sachs and Citigroup as underwriters. The number of shares and the price range of the proposed offering are yet to be determined.According to PitchBook data, Coursera’s most recent valuation in the private markets was $2.5 billion. To date, the company has raised $464 million in venture capital, most recently,$130 million in a Series F roundlast July. Coursera’s biggest institutional shareholders are New Enterprise Associates (18.3% of company stock), G Squared (15.9%) and Kleiner Perkins (9.2%).Operating ResultsThe company earned $293 million in revenues for the fiscal year ended December 31, 2020, up 59% from 2019. Net losses widened by about $20 million year-on-year, reaching $66.8 million in 2020. Revenues shot up as a result of the Covid-19 pandemic’s effect on traditional education. In tandem with rising demand, operating costs associated with the company’s services rose, largely driven by the freemium content and marketing expenses. Coursera added over 12,000 new degree learners across the two years ended December 31, 2020 at an average acquisition cost of just below $2,000. The number of registered users rose by 65% year-on-year in 2020. Coursera’s accumulated deficit since its founding stood at $343.6 million as of December 31, 2020. The company does not expect to turn a profit in the foreseeable future.The company’sCoursera for Campus,launched in late 2019to enable colleges to offer its library of MOOCs to their students, has been a key driver of recent revenue growth. At the start of the pandemic, Coursera made the program free to tertiary institutions until Sept. 30, 2020. Over 4,000 tertiary institutions from across the world signed up for the program, which, according to the company’s S-1 filing, makes it, “one of our fastest growing offerings”. As of December 31, 2020, over 130 tertiary institutions were paying for it.At this point, it is hard to predict what the end of the pandemic would have on the company’s operating results.The Strategy and Market OpportunityCoursera is one of the most disruptive firms in the world. It has a flywheel approach to value creation, with significant price-to-cost advantages versus its competition. The company reported that about half of its new degree students in 2020 had been previously registered with Coursera and that its average student acquisition cost was less than $2,000. Its average student acquisition cost is lower than the industry standard. The edu-tech platform is able to efficiently acquire learners at scale because of the huge number of free, high-quality courses that it offers in partnership with top educational institutions and corporations; its ability to personalize content based on its wealth of data; the strength of word-of-mouth promotion by learners; the profitability of its affiliate paid marketing channel.The platform offers a number of education tracks, for example:Specializations: A learner can pay between $39 and $99 a month for job-specific content across over 500 categories.MasterTrack Certificates: For a quarter to a year, a learner can earn a certificate issued by a university-issued certificate. Prices range from $2,000 to $6,000.Bachelor’s or Master’s Degrees: Fees range from $9,000 to $45,000.Coursera for Enterprise: Through this platform, businesses, educational institutions and governments can deploy content to their learners.In response to the Covid-19 pandemic, Coursera partnered with over 330 government agencies across 30 U.S. states and cities and 70 countries as part of itsCoursera Workforce Recovery Initiative, which gave governments the chance to offer unemployed workers free access to thousands of business, data science, and technology courses from companies such as Amazon(NASDAQ:AMZN)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL).The company has 77 million registered learners, as well as over 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies who paid for its enterprise offerings. The majority of its revenue (51%) was earned outside of the United States. Converting only a fraction of its 77 million registered users into paid users would change the economics of customer acquisition. The company’s present scale is a huge competitive advantage in the market.A learner’s curriculum is designed to be “stackable”, which is to say that a learner can go through a domain in an incremental fashion. The company is able to leverage the huge volume of data it has accumulated from its over 220 million enrollments to personalize content. So, for example, Coursera’s Skills Graphs can suggest paths for job skills.Coursera uses technology to drive down distribution costs, make content more affordable, extend access to less economically-endowed regions, help learners keep abreast of emerging skills, and grow its market opportunity. The Covid-19 pandemic has only accelerated secular trends towards the use of technology in education.The size of the addressable market is massive and it’s easy to see why.An August 2020 study by the United Nationsdemonstrates the degree of disruption brought on by the Covid-19 pandemic: of the 1.6 billion students in 190 countries covered in the report, or 94% of the world’s students, were prevented from going to school because of Covid-19 pandemic related school closures.In 2017, the World Bank indicated thatof the 200 million college students in the world, many do not have job-specific skills.The Covid-19 pandemic and prior secular trends suggest that the future of education is in blended classrooms, job-specific education and continuous, lifelong education. Online learning platforms like Coursera will be the primary means through which educational content is delivered.Globally, spending on higher education in 2019 was $2.2 trillion,according to HolonIQ. Spending on online degrees was $36 billion and is predicted to reach $74 billion by 2025.With a huge, existing learner base; a strong brand; and the significant advantages detailed above, Coursera is likely to grab a significant amount of the market’s growth. Of thescenarios for the future of education, it seems that Coursera will continue to grow.ConclusionCoursera seems poised to meet the challenges of a changing education landscape. With its vast, existing user base, its flywheel model, its competitive advantages, and its existence in a huge and growing addressable market, the company is likely to do very well. The company’s value proposition is compelling. However, long run success does not equate to a good investment in the short run. An unprofitable company like Coursera is likely to be very volatile on the markets until it reaches profitability. It is better to wait for Coursera to turn a profit before investing in the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109446453,"gmtCreate":1619713145272,"gmtModify":1704271298611,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109446453","repostId":"1169827391","repostType":4,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100216313,"gmtCreate":1619616905032,"gmtModify":1704726846218,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"[Happy] ","listText":"[Happy] ","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/100216313","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355325783,"gmtCreate":1617030069442,"gmtModify":1704801132133,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355325783","repostId":"1195601571","repostType":4,"repost":{"id":"1195601571","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617028938,"share":"https://ttm.financial/m/news/1195601571?lang=&edition=fundamental","pubTime":"2021-03-29 22:42","market":"us","language":"en","title":"Tuya fell nearly 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195601571","media":"Tiger Newspress","summary":"(March 29) Tuya fell nearly 12%.Tuya pricedits 43.59M ADSs IPO at $21/ADS for total offering size of","content":"<p>(March 29) Tuya fell nearly 12%.</p><p>Tuya pricedits 43.59M ADSs IPO at $21/ADS for total offering size of $915.4M; each ADS represents one Class A ordinaryshare.</p><p><img src=\"https://static.tigerbbs.com/fdbeb1bebcae02568538c1f99ebaef76\" tg-width=\"642\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>Currentoly, Tuya's IoT PaaS enables businesses and developers to develop smart devices in 1,100+ categories sold across 220+ countries and regions globally.</p><p>In 2020, Tuya powered 116.5M+ smart devices; as of Dec. 31, 2020, there were ~204.3M smart devices powered by Tuya.</p><p></p>","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>Tuya fell nearly 12%</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\">\nTuya fell nearly 12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-29 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 29) Tuya fell nearly 12%.</p><p>Tuya pricedits 43.59M ADSs IPO at $21/ADS for total offering size of $915.4M; each ADS represents one Class A ordinaryshare.</p><p><img src=\"https://static.tigerbbs.com/fdbeb1bebcae02568538c1f99ebaef76\" tg-width=\"642\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>Currentoly, Tuya's IoT PaaS enables businesses and developers to develop smart devices in 1,100+ categories sold across 220+ countries and regions globally.</p><p>In 2020, Tuya powered 116.5M+ smart devices; as of Dec. 31, 2020, there were ~204.3M smart devices powered by Tuya.</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/baaba32288f24325de12e81d5fbef97c","relate_stocks":{"TUYA":"涂鸦智能"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195601571","content_text":"(March 29) Tuya fell nearly 12%.Tuya pricedits 43.59M ADSs IPO at $21/ADS for total offering size of $915.4M; each ADS represents one Class A ordinaryshare.Currentoly, Tuya's IoT PaaS enables businesses and developers to develop smart devices in 1,100+ categories sold across 220+ countries and regions globally.In 2020, Tuya powered 116.5M+ smart devices; as of Dec. 31, 2020, there were ~204.3M smart devices powered by Tuya.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351380019,"gmtCreate":1616563438631,"gmtModify":1704795702413,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351380019","repostId":"1114012318","repostType":2,"repost":{"id":"1114012318","pubTimestamp":1616556732,"share":"https://ttm.financial/m/news/1114012318?lang=&edition=fundamental","pubTime":"2021-03-24 11:32","market":"us","language":"en","title":"These Are The 5 Best Stocks To Buy And Watch Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1114012318","media":"investors","summary":"Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard","content":"<p>Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. So what are the best stocks to buy now or put on a watchlist? Google parent<b>Alphabet</b>(GOOGL),<b>CarMax</b>(KMX),<b>Regal Beloit</b>(RBC),<b>Westlake Chemical</b>(WLK) and<b>Applied Materials</b>(AMAT) are prime candidates.</p>\n<p>Since the coronavirus bear market, stocks rebounded powerfully. The strong action reflects rising confidence that the economy will eventually recover from the coronavirus. The stock market has managed to get back on track after a brief correction, when when the major indexes all dipped below their50-day moving averages.</p>\n<p>Now is a good time to get back into the market, but caution should be exercised. While the market uptrend has resumed, the stock market hasjust had a modestly down week. The Nasdaq essentially remains in a corrections, below its 50-day line with highly valued growth names still significantly damaged. The Dow Jones and S&P 500 are holding above this key technical benchmark, but were pushed lower.</p>\n<p>The coronavirus pandemic remains a concern, though new coronavirus cases, hospitalizations and even deaths are falling sharply. President Joe Biden has signed the $1.9 trillion coronavirus stimulus bill. But while it provides aid to many Americans, there are concerns among some economists it could lead to inflation.</p>\n<p>Fed Chairman Jerome Powell has saidthat the central bank is committed to an \"all-in\" approach as it tries to nurse the economy back to health.</p>\n<p>So why do the stocks chosen stand out? Before turning to that question, it is important to consider how one goes about choosing a stock in the first place. Superior fundamentals and technical action, and buying at the right time, are all part of a shrewd investing formula.</p>\n<p>Best Stocks To Buy: The Crucial Ingredients</p>\n<p>Remember, there are thousands of stocks trading on the NYSE and Nasdaq. But you want to find the very best stocks right now to generate massive gains.</p>\n<p>TheCAN SLIM systemoffers clear guidelines on what you should be looking for. Invest in stocks with recent quarterly and annual earnings growth of at least 25%. Look for companies that have new, game-changing products and services. Also consider not-yet-profitable companies, often recent IPOs, that are generating tremendous revenue growth.</p>\n<p>IBD'sCAN SLIM Investing Systemhas a proven track record of significantly outperforming the S&P 500. Outdoing this industry benchmark is key to generating exceptional returns over the long term.</p>\n<p>In addition, keep an eye on supply and demand for the stock itself, focus on leading stocks in top industry groups, and aim for stocks with strong institutional support.</p>\n<p>Once you have found a stock that fits the criteria, it is then time to turn to stock charts to plot agood entry point. You should wait for a stock toform a base, and then buy once it reaches abuy point, ideally in heavy volume. In many cases, a stock reaches aproper buy pointwhen it breaks above the original high on the left side of the base. More information on what a base is, and how charts can be used to win big on the stock market, can be found here.</p>\n<p>Don't Forget The M When Buying Stocks</p>\n<p>Never forget that theM in CAN SLIM stands for market. Most stocks, even the very best, will tend to follow the market direction. Invest when the stock market is in aconfirmed uptrendand move to cash when the stock market goes into a correction.</p>\n<p>The Dow Jones Industrial Average, Nasdaq and the S&P 500 rallied strongly after recent pressure. The S&P 500 and the Dow Jones have recaptured their50-day moving averages, but are meeting resistance. The Nasdaq also briefly traded above this key benchmark, but slipped back below it. Technology and growth stocks are still showing signs of weakness.</p>\n<p>It is now is a good time to get back into the market and buy fundamentally strong stocks coming out of proper chart bases. But this is no longer the powerful, growth stock rally of 2020.</p>\n<p>The stocks featured below are potential candidates.</p>\n<p>As you identify stocks, on a technical basis look for stocks with rising relative strength lines. Stocks that hold up amid tough conditions often bound to new highs once a market stabilizes.</p>\n<p>Remember, things can quickly change when it comes to the stock market. Make sure you don't miss out on a rally by keeping a close eye on themarket trend page here.</p>\n<p>Best Stocks To Buy Or Watch</p>\n<p>Now let's look at Google stock, CarMax stock, RBC stock, Westlake Chemical stock and AMAT stock in more detail. An important consideration is that these stocks all boast impressive relative strength.</p>\n<p>Google Stock</p>\n<p>Google parent Alphabet is near abuy pointof 2,145.24, as athree-weeks-tighthas evolved into a flat base, according toMarketSmith chart analysis. The entry is just above the mid-February all-time high.</p>\n<p>Google stock has been trading around its 21-day exponential moving average and is just above its 10-week line.</p>\n<p>Therelative strength lineforGOOGL stockis near a record high. This gauges a stock's performance compared to the S&P 500. If Alphabet's RS line spikes again, it will be a sign the stock is ready to push higher still.</p>\n<p>GOOGL stock has a very strong IBD Composite Rating of 94. That puts it in the top 6% of stocks tracked overall. Earnings are stronger than stock market performance, however. Nevertheless, the stock is up more than 16% so far this year.</p>\n<p>Google stock should benefit from a rebound in digital advertising as coronavirus vaccinations expand. Stock buybacks are another bright spot. Cloud computing holds promise, but remains an unprofitable business for Alphabet for now.</p>\n<p>The tech giant has a Relative Strength Rating of 66. That means it has outperformed 66% of stocks tracked in terms of price performance over the past 12 months.</p>\n<p>In recent years, Google stock has only slightly outpaced the S&P 500, but that outperformance has picked up in recent months, as its RS line shows. Google has done exceptionally well vs. many tech stocks over the past few weeks.</p>\n<p>Earnings are a key strength, which is highlighted by its EPS Rating of 93 out of a best-possible 99. Howeverearnings have grown by an average of 10%over the past three years, below the 25% sought by CAN SLIM investors.</p>\n<p>Last month the firm reported fourth-quarter earnings and revenue that crushed estimates as its core search advertising business rebounded. EPS grew 29% and revenue 23%, both accelerating for a second straight quarter.</p>\n<p>Cloud computing revenue topped views, though high investment prevented it from being a profitable enterprise.</p>\n<p>\"Cloud businesses scale, so revenue/booking trends will matter,\" Morgan Stanley analyst Brian Nowak said in a report to clients.</p>\n<p>And while operating margins for the Google cloud computing business came in much lower than analyst estimates, Bank of America analyst Justin Post was upbeat.</p>\n<p>\"We think new cloud disclosure suggests optimism on margin trajectory, and we see a potential $10 billion profit improvement over the next five years using Amazon margins as a target,\" Post said in a research note.</p>\n<p>Analysts expect Google earnings to swell 32% in 2021 and 17% in 2022.</p>\n<p>CarMax Stock</p>\n<p>CarMax stock is in buy zone after breaking out of aflat base. The ideal entry point is 128.68, according to MarketSmith analysis.</p>\n<p>The used car dealer chain is currently well clear of its50-day moving average, which is a bullish sign.</p>\n<p>In addition, therelative strength linefor CarMax stock is looking mighty. It is sitting near all-time highs on its weekly chart, and has been trending upwards since early January. The stock is up more around 40% so far this year.</p>\n<p>KMX stock has a strong, but not ideal, IBD Composite Rating of 87. Earnings are the standout strength for KMX stock, with itsEPS Rating coming in at 90 out of 99.</p>\n<p>It has been affected by the initial coronavirus lockdowns, butEPS roared back to 37% growth in the most recent quarter. Earnings have accelerated for the past two quarters.</p>\n<p>Analysts see earnings falling 16% in 2021, before roaring back with growth of 27% in 2022.</p>\n<p>Big money is piling in, with its Accumulation/Distribution Rating coming in at B. This represents moderate buying over the past 13 weeks. In total, 57% of its stock is held by funds.</p>\n<p>CarMax operates used car stores in more than 70 metropolitan markets. It is a recentIBD Stock Of The Day.</p>\n<p>CarMax's network of 220 stores nationwide sold more than 830,000 used cars in its last financial year. Overall used vehicle sales are expected to rise 2.9% in 2021 to 39.3 million, according to Cox Automotive.</p>\n<p>For Q3, it reported more than 50% of customers chose to advance their transaction online. It has expanded in home delivery and contactless curbside pickup, tapping new avenues of growth.</p>\n<p>\"We are on track for most of our customers to have the ability to buy vehicle online independently if they choose by the middle of next fiscal year,\" CEO Bill Nash said on an earnings call last December.</p>\n<p>Meanwhile, more consumers moved to the used car market during the pandemic. At the same time, used car prices rose on a combination of factors.</p>\n<p>The pandemic strained Americans' wallets, forcing consumers to hold on to old cars longer and making fewer used cars available for sale. People also sought to avoid mass transportation. Rising new car prices, partly due to limited supply, also turned more shoppers to the used market.</p>\n<p>RBC Stock</p>\n<p>RBC stock has slipped below its buy zone after breaking out of acup base. The ideal buy point here is 147.07. Investors will want to see the stock show some strength here, rather than dipping lower.</p>\n<p>The relative strength line has more than recovered after a brief pullback, and is juts off highs. It has been on the charge since mid-February.</p>\n<p>The recent excellent performance of RBC stock has seen it make its way onto the highly prestigiousLeaderboard listof top growth stocks.</p>\n<p>It has a strong, but not ideal, Composite Rating of 84 out of 99. It boasts a solid mix of stock market and earnings performance. So far in 2021 the stock has posted a gain of around 16%.</p>\n<p>It has been getting upward earnings revisions of late, with EPS seen rising 24% in 2021, before gaining 12% in 2022.</p>\n<p>Institutions are keen on the stock, with itsAccumulation/Distribution Rating coming in at B+. This represents moderate-to-heavy buying among institutional investors. In total, 64% of its stock is held by funds.</p>\n<p>Wisconsin-based Regal Beloit makes \"motors, bearings, gearing, conveying, blowers, electric components, and couplings,\" according to the company. Its products can be found in farm equipment, pool and spa equipment and commercial HVAC systems. It owns nearly 30 brands including Marathon Motors and Marathon Generators, Browning and Milwaukee Gear.</p>\n<p>Regal earnings jumped 42% to $1.78 a share in the fourth quarter, better than expected and up from a 28% gain in Q3 and 36% decline in Q2. Sales climbed 6% to $780.5 million in Q4, also beating analyst views and returning to growth after several down quarters.</p>\n<p>Last month, the company agreed to buy<b>Rexnord Corp.</b>'s (RNX) bearings, couplings and gears unit with Regal in a Reverse Morris Trust transaction. The deal is expected to close in Q4, pending regulatory approval.</p>\n<p>Regal has also found other ways to expand its business amid Covid-19. Improving air filtration systems have been a major issue during the pandemic. The company has developed a new air treatment system that uses UV light to keep the air free of viruses and bacteria.</p>\n<p>\"We see lots of potential for this product, even beyond Covid-19 as end users become more interested in keeping indoor air free of all kinds of pathogens,\" CEO Louis Pinkham said during last month's Q4 earnings call.</p>\n<p>Westlake Chemical Stock</p>\n<p>Westlake Chemical below its buy zone after clearing a 90.46 buy point. It managed to break out of a first stagecup-with-handle base.It has slipped under its 50-day line, and it is important that it fights back going forward.</p>\n<p>WLK stock previously tested its buy point last week, undercutting it multiple times, at least intraday, before closing Friday at 91.84.</p>\n<p>The relative strength line is sitting around new highs. It has been making progress so far in 2021, gaining around 5%.</p>\n<p>WLK stock was just added toIBD Leaderboard. However investors will be looking to see its earnings improve, as it currently holds a poorEPS Rating of 46.Earnings jumped 47% in the latest quarter, with analysts expected 147% growth in 2021.</p>\n<p>Institutional sentiment is currently balanced on the stock. At the moment, it holds an Accumulation/Distribution Rating of C. This represents a balance of buying and selling among institutions.</p>\n<p>In total, 70% of all stock is held by funds. The Fidelity Contrafund (FCNTX), which is rated by IBD research as one of the top performing funds, is a noteworthy holder.</p>\n<p>Headquartered in Houston, Westlake is a global manufacturer and supplier of materials and products used in packaging, health care products, car parts and consumer goods, as well as building and construction products.</p>\n<p>The American Chemistry Council said U.S. chemical production grew for the seventh straight month in January. Chemical makers like Westlake supply materials to several key industries.</p>\n<p>\"With our operations restored in the middle of the fourth quarter, we were able to capitalize on the robust global demand and benefit from higher prices and margins for most of our products.\" CEO Albert Chao in a statement.</p>\n<p>He believes strength in global demand in polyethylene and PVC, coupled with the rise in housing starts and new building permits, will continue into 2021.</p>\n<p><b>Applied Materials Stock</b></p>\n<p>Chip equipment stock Applied Materials is in a short consolidation with a 124.60 buy point. AMAT stock needs another week for its current consolidation to qualify as a proper flat base</p>\n<p>It recently bounced of its 10-week line, which is a bullish indicator. Applied Materials stock is currently looking for support at its 10-day line. A move above last week's high of 121.17 would qualify as an early entry.</p>\n<p>The RS line is taking a breather, but is looking bullish overall. It has been generally making progress since mid-September.</p>\n<p>AMAT stock has a perfect Composite Rating of 99. While stock market performance is impressive, earnings are even better.</p>\n<p>Applied Materials isplanning to host its investor day April 6. If it serves up strong long-term guidance it could push the stock higher still. Analysts certainly see growth ahead, with EPS seen popping 44% in 2021 and swelling 9% in 2022.</p>\n<p>Chip demand has been spiking. Areas such as cloud-computing data centers, 5G wireless handsets and automobiles have been ramping up sales of AMAT's its equipment. Demand for flat-panel display manufacturing gear, however, has been weak.</p>\n<p>In fiscal Q1, the firm posted sales of $5.16 billion, up 24% from a year earlier. Earnings rose 42% to $1.39 per share.</p>\n<p>For the April quarter, Applied Materials expects to earn an adjusted $1.50 a share, up 69%, on sales of $5.39 billion, up 36%.</p>\n<p>On its first-quarter earnings call, Applied Materials said it expects the worldwide wafer fab equipment market to grow above 18% to around $70 billion in 2021. That market rose 16% to $60 billion in 2020.</p>\n<p>\"AMAT expects to continue to gain share in 2021 supported by new innovative products and their unique product breadth,\" AMAT stock analyst Vivek Arya from Bank of America said in a recent note to clients.</p>\n<p>The company' customers include foundry<b>Taiwan Semiconductor Manufacturing</b>(TSM), which is a member of the prestigiousIBD Leaderboardlist of top stocks.</p>\n<p>Several chip-gear makers and chipmakers also are setting up near buy points.</p>","source":"lsy1610449120050","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>These Are The 5 Best Stocks To Buy And Watch Now</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\">\nThese Are The 5 Best Stocks To Buy And Watch Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 11:32 GMT+8 <a href=https://www.investors.com/research/best-stocks-to-buy-now/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. So what are the best stocks to buy now or put on a watchlist? Google parentAlphabet(GOOGL),CarMax(...</p>\n\n<a href=\"https://www.investors.com/research/best-stocks-to-buy-now/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌"},"source_url":"https://www.investors.com/research/best-stocks-to-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114012318","content_text":"Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. So what are the best stocks to buy now or put on a watchlist? Google parentAlphabet(GOOGL),CarMax(KMX),Regal Beloit(RBC),Westlake Chemical(WLK) andApplied Materials(AMAT) are prime candidates.\nSince the coronavirus bear market, stocks rebounded powerfully. The strong action reflects rising confidence that the economy will eventually recover from the coronavirus. The stock market has managed to get back on track after a brief correction, when when the major indexes all dipped below their50-day moving averages.\nNow is a good time to get back into the market, but caution should be exercised. While the market uptrend has resumed, the stock market hasjust had a modestly down week. The Nasdaq essentially remains in a corrections, below its 50-day line with highly valued growth names still significantly damaged. The Dow Jones and S&P 500 are holding above this key technical benchmark, but were pushed lower.\nThe coronavirus pandemic remains a concern, though new coronavirus cases, hospitalizations and even deaths are falling sharply. President Joe Biden has signed the $1.9 trillion coronavirus stimulus bill. But while it provides aid to many Americans, there are concerns among some economists it could lead to inflation.\nFed Chairman Jerome Powell has saidthat the central bank is committed to an \"all-in\" approach as it tries to nurse the economy back to health.\nSo why do the stocks chosen stand out? Before turning to that question, it is important to consider how one goes about choosing a stock in the first place. Superior fundamentals and technical action, and buying at the right time, are all part of a shrewd investing formula.\nBest Stocks To Buy: The Crucial Ingredients\nRemember, there are thousands of stocks trading on the NYSE and Nasdaq. But you want to find the very best stocks right now to generate massive gains.\nTheCAN SLIM systemoffers clear guidelines on what you should be looking for. Invest in stocks with recent quarterly and annual earnings growth of at least 25%. Look for companies that have new, game-changing products and services. Also consider not-yet-profitable companies, often recent IPOs, that are generating tremendous revenue growth.\nIBD'sCAN SLIM Investing Systemhas a proven track record of significantly outperforming the S&P 500. Outdoing this industry benchmark is key to generating exceptional returns over the long term.\nIn addition, keep an eye on supply and demand for the stock itself, focus on leading stocks in top industry groups, and aim for stocks with strong institutional support.\nOnce you have found a stock that fits the criteria, it is then time to turn to stock charts to plot agood entry point. You should wait for a stock toform a base, and then buy once it reaches abuy point, ideally in heavy volume. In many cases, a stock reaches aproper buy pointwhen it breaks above the original high on the left side of the base. More information on what a base is, and how charts can be used to win big on the stock market, can be found here.\nDon't Forget The M When Buying Stocks\nNever forget that theM in CAN SLIM stands for market. Most stocks, even the very best, will tend to follow the market direction. Invest when the stock market is in aconfirmed uptrendand move to cash when the stock market goes into a correction.\nThe Dow Jones Industrial Average, Nasdaq and the S&P 500 rallied strongly after recent pressure. The S&P 500 and the Dow Jones have recaptured their50-day moving averages, but are meeting resistance. The Nasdaq also briefly traded above this key benchmark, but slipped back below it. Technology and growth stocks are still showing signs of weakness.\nIt is now is a good time to get back into the market and buy fundamentally strong stocks coming out of proper chart bases. But this is no longer the powerful, growth stock rally of 2020.\nThe stocks featured below are potential candidates.\nAs you identify stocks, on a technical basis look for stocks with rising relative strength lines. Stocks that hold up amid tough conditions often bound to new highs once a market stabilizes.\nRemember, things can quickly change when it comes to the stock market. Make sure you don't miss out on a rally by keeping a close eye on themarket trend page here.\nBest Stocks To Buy Or Watch\nNow let's look at Google stock, CarMax stock, RBC stock, Westlake Chemical stock and AMAT stock in more detail. An important consideration is that these stocks all boast impressive relative strength.\nGoogle Stock\nGoogle parent Alphabet is near abuy pointof 2,145.24, as athree-weeks-tighthas evolved into a flat base, according toMarketSmith chart analysis. The entry is just above the mid-February all-time high.\nGoogle stock has been trading around its 21-day exponential moving average and is just above its 10-week line.\nTherelative strength lineforGOOGL stockis near a record high. This gauges a stock's performance compared to the S&P 500. If Alphabet's RS line spikes again, it will be a sign the stock is ready to push higher still.\nGOOGL stock has a very strong IBD Composite Rating of 94. That puts it in the top 6% of stocks tracked overall. Earnings are stronger than stock market performance, however. Nevertheless, the stock is up more than 16% so far this year.\nGoogle stock should benefit from a rebound in digital advertising as coronavirus vaccinations expand. Stock buybacks are another bright spot. Cloud computing holds promise, but remains an unprofitable business for Alphabet for now.\nThe tech giant has a Relative Strength Rating of 66. That means it has outperformed 66% of stocks tracked in terms of price performance over the past 12 months.\nIn recent years, Google stock has only slightly outpaced the S&P 500, but that outperformance has picked up in recent months, as its RS line shows. Google has done exceptionally well vs. many tech stocks over the past few weeks.\nEarnings are a key strength, which is highlighted by its EPS Rating of 93 out of a best-possible 99. Howeverearnings have grown by an average of 10%over the past three years, below the 25% sought by CAN SLIM investors.\nLast month the firm reported fourth-quarter earnings and revenue that crushed estimates as its core search advertising business rebounded. EPS grew 29% and revenue 23%, both accelerating for a second straight quarter.\nCloud computing revenue topped views, though high investment prevented it from being a profitable enterprise.\n\"Cloud businesses scale, so revenue/booking trends will matter,\" Morgan Stanley analyst Brian Nowak said in a report to clients.\nAnd while operating margins for the Google cloud computing business came in much lower than analyst estimates, Bank of America analyst Justin Post was upbeat.\n\"We think new cloud disclosure suggests optimism on margin trajectory, and we see a potential $10 billion profit improvement over the next five years using Amazon margins as a target,\" Post said in a research note.\nAnalysts expect Google earnings to swell 32% in 2021 and 17% in 2022.\nCarMax Stock\nCarMax stock is in buy zone after breaking out of aflat base. The ideal entry point is 128.68, according to MarketSmith analysis.\nThe used car dealer chain is currently well clear of its50-day moving average, which is a bullish sign.\nIn addition, therelative strength linefor CarMax stock is looking mighty. It is sitting near all-time highs on its weekly chart, and has been trending upwards since early January. The stock is up more around 40% so far this year.\nKMX stock has a strong, but not ideal, IBD Composite Rating of 87. Earnings are the standout strength for KMX stock, with itsEPS Rating coming in at 90 out of 99.\nIt has been affected by the initial coronavirus lockdowns, butEPS roared back to 37% growth in the most recent quarter. Earnings have accelerated for the past two quarters.\nAnalysts see earnings falling 16% in 2021, before roaring back with growth of 27% in 2022.\nBig money is piling in, with its Accumulation/Distribution Rating coming in at B. This represents moderate buying over the past 13 weeks. In total, 57% of its stock is held by funds.\nCarMax operates used car stores in more than 70 metropolitan markets. It is a recentIBD Stock Of The Day.\nCarMax's network of 220 stores nationwide sold more than 830,000 used cars in its last financial year. Overall used vehicle sales are expected to rise 2.9% in 2021 to 39.3 million, according to Cox Automotive.\nFor Q3, it reported more than 50% of customers chose to advance their transaction online. It has expanded in home delivery and contactless curbside pickup, tapping new avenues of growth.\n\"We are on track for most of our customers to have the ability to buy vehicle online independently if they choose by the middle of next fiscal year,\" CEO Bill Nash said on an earnings call last December.\nMeanwhile, more consumers moved to the used car market during the pandemic. At the same time, used car prices rose on a combination of factors.\nThe pandemic strained Americans' wallets, forcing consumers to hold on to old cars longer and making fewer used cars available for sale. People also sought to avoid mass transportation. Rising new car prices, partly due to limited supply, also turned more shoppers to the used market.\nRBC Stock\nRBC stock has slipped below its buy zone after breaking out of acup base. The ideal buy point here is 147.07. Investors will want to see the stock show some strength here, rather than dipping lower.\nThe relative strength line has more than recovered after a brief pullback, and is juts off highs. It has been on the charge since mid-February.\nThe recent excellent performance of RBC stock has seen it make its way onto the highly prestigiousLeaderboard listof top growth stocks.\nIt has a strong, but not ideal, Composite Rating of 84 out of 99. It boasts a solid mix of stock market and earnings performance. So far in 2021 the stock has posted a gain of around 16%.\nIt has been getting upward earnings revisions of late, with EPS seen rising 24% in 2021, before gaining 12% in 2022.\nInstitutions are keen on the stock, with itsAccumulation/Distribution Rating coming in at B+. This represents moderate-to-heavy buying among institutional investors. In total, 64% of its stock is held by funds.\nWisconsin-based Regal Beloit makes \"motors, bearings, gearing, conveying, blowers, electric components, and couplings,\" according to the company. Its products can be found in farm equipment, pool and spa equipment and commercial HVAC systems. It owns nearly 30 brands including Marathon Motors and Marathon Generators, Browning and Milwaukee Gear.\nRegal earnings jumped 42% to $1.78 a share in the fourth quarter, better than expected and up from a 28% gain in Q3 and 36% decline in Q2. Sales climbed 6% to $780.5 million in Q4, also beating analyst views and returning to growth after several down quarters.\nLast month, the company agreed to buyRexnord Corp.'s (RNX) bearings, couplings and gears unit with Regal in a Reverse Morris Trust transaction. The deal is expected to close in Q4, pending regulatory approval.\nRegal has also found other ways to expand its business amid Covid-19. Improving air filtration systems have been a major issue during the pandemic. The company has developed a new air treatment system that uses UV light to keep the air free of viruses and bacteria.\n\"We see lots of potential for this product, even beyond Covid-19 as end users become more interested in keeping indoor air free of all kinds of pathogens,\" CEO Louis Pinkham said during last month's Q4 earnings call.\nWestlake Chemical Stock\nWestlake Chemical below its buy zone after clearing a 90.46 buy point. It managed to break out of a first stagecup-with-handle base.It has slipped under its 50-day line, and it is important that it fights back going forward.\nWLK stock previously tested its buy point last week, undercutting it multiple times, at least intraday, before closing Friday at 91.84.\nThe relative strength line is sitting around new highs. It has been making progress so far in 2021, gaining around 5%.\nWLK stock was just added toIBD Leaderboard. However investors will be looking to see its earnings improve, as it currently holds a poorEPS Rating of 46.Earnings jumped 47% in the latest quarter, with analysts expected 147% growth in 2021.\nInstitutional sentiment is currently balanced on the stock. At the moment, it holds an Accumulation/Distribution Rating of C. This represents a balance of buying and selling among institutions.\nIn total, 70% of all stock is held by funds. The Fidelity Contrafund (FCNTX), which is rated by IBD research as one of the top performing funds, is a noteworthy holder.\nHeadquartered in Houston, Westlake is a global manufacturer and supplier of materials and products used in packaging, health care products, car parts and consumer goods, as well as building and construction products.\nThe American Chemistry Council said U.S. chemical production grew for the seventh straight month in January. Chemical makers like Westlake supply materials to several key industries.\n\"With our operations restored in the middle of the fourth quarter, we were able to capitalize on the robust global demand and benefit from higher prices and margins for most of our products.\" CEO Albert Chao in a statement.\nHe believes strength in global demand in polyethylene and PVC, coupled with the rise in housing starts and new building permits, will continue into 2021.\nApplied Materials Stock\nChip equipment stock Applied Materials is in a short consolidation with a 124.60 buy point. AMAT stock needs another week for its current consolidation to qualify as a proper flat base\nIt recently bounced of its 10-week line, which is a bullish indicator. Applied Materials stock is currently looking for support at its 10-day line. A move above last week's high of 121.17 would qualify as an early entry.\nThe RS line is taking a breather, but is looking bullish overall. It has been generally making progress since mid-September.\nAMAT stock has a perfect Composite Rating of 99. While stock market performance is impressive, earnings are even better.\nApplied Materials isplanning to host its investor day April 6. If it serves up strong long-term guidance it could push the stock higher still. Analysts certainly see growth ahead, with EPS seen popping 44% in 2021 and swelling 9% in 2022.\nChip demand has been spiking. Areas such as cloud-computing data centers, 5G wireless handsets and automobiles have been ramping up sales of AMAT's its equipment. Demand for flat-panel display manufacturing gear, however, has been weak.\nIn fiscal Q1, the firm posted sales of $5.16 billion, up 24% from a year earlier. Earnings rose 42% to $1.39 per share.\nFor the April quarter, Applied Materials expects to earn an adjusted $1.50 a share, up 69%, on sales of $5.39 billion, up 36%.\nOn its first-quarter earnings call, Applied Materials said it expects the worldwide wafer fab equipment market to grow above 18% to around $70 billion in 2021. That market rose 16% to $60 billion in 2020.\n\"AMAT expects to continue to gain share in 2021 supported by new innovative products and their unique product breadth,\" AMAT stock analyst Vivek Arya from Bank of America said in a recent note to clients.\nThe company' customers include foundryTaiwan Semiconductor Manufacturing(TSM), which is a member of the prestigiousIBD Leaderboardlist of top stocks.\nSeveral chip-gear makers and chipmakers also are setting up near buy points.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101877406,"gmtCreate":1619885109605,"gmtModify":1704336063159,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"?great","listText":"?great","text":"?great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101877406","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374847821,"gmtCreate":1619441348863,"gmtModify":1704723889119,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374847821","repostId":"2130364766","repostType":4,"repost":{"id":"2130364766","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":1619318325,"share":"https://ttm.financial/m/news/2130364766?lang=&edition=fundamental","pubTime":"2021-04-25 10:38","market":"us","language":"en","title":"What to Expect From Tesla's Q1 Earnings Report On Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=2130364766","media":"Benzinga","summary":"EV giant Tesla, Inc. is scheduled to release its first-quarter results Monday, after the market close.Key Q1 Metrics to Watch For: Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.Focus On Regulatory Credits, Automotive Margins: The focus is likely to be on regulatory credits, which accounted for 4","content":"<p><img src=\"https://static.tigerbbs.com/fe458ac1cf82668bd4bf27fbaa6506e5\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p>EV giant <b>Tesla, Inc. </b>(NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.</p><p><b>Key Q1 Metrics to Watch For: </b> Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.</p><p>The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.</p><p>In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.</p><p>Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.</p><p><b>Focus On Regulatory Credits, Automotive Margins: </b> The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.</p><p>Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.</p><p><b>View more earnings on TSLA</b></p><p>With competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.</p><p>Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.</p><p><b>Forward Outlook:</b> Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles.<b> </b>Its Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.</p><p>Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales and expects to materially exceed the target in 2021.</p><p><b>Stock Take: </b> Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.</p><p>Although the stock has made good some of the losses since then, it is yet to break above $800 level.</p><p>Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.</p><p>Friday, Tesla's shares ended 1.35% higher at $729.40.</p>","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>What to Expect From Tesla's Q1 Earnings Report On Monday</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\">\nWhat to Expect From Tesla's Q1 Earnings Report On Monday\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\">2021-04-25 10:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/fe458ac1cf82668bd4bf27fbaa6506e5\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p>EV giant <b>Tesla, Inc. </b>(NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.</p><p><b>Key Q1 Metrics to Watch For: </b> Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.</p><p>The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.</p><p>In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.</p><p>Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.</p><p><b>Focus On Regulatory Credits, Automotive Margins: </b> The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.</p><p>Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.</p><p><b>View more earnings on TSLA</b></p><p>With competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.</p><p>Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.</p><p><b>Forward Outlook:</b> Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles.<b> </b>Its Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.</p><p>Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales and expects to materially exceed the target in 2021.</p><p><b>Stock Take: </b> Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.</p><p>Although the stock has made good some of the losses since then, it is yet to break above $800 level.</p><p>Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.</p><p>Friday, Tesla's shares ended 1.35% higher at $729.40.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130364766","content_text":"EV giant Tesla, Inc. (NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.Key Q1 Metrics to Watch For: Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.Focus On Regulatory Credits, Automotive Margins: The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.View more earnings on TSLAWith competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.Forward Outlook: Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles. Its Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales and expects to materially exceed the target in 2021.Stock Take: Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.Although the stock has made good some of the losses since then, it is yet to break above $800 level.Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.Friday, Tesla's shares ended 1.35% higher at $729.40.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378795564,"gmtCreate":1619059517058,"gmtModify":1704719010593,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":" ?","listText":" ?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378795564","repostId":"2129803357","repostType":4,"repost":{"id":"2129803357","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619035258,"share":"https://ttm.financial/m/news/2129803357?lang=&edition=fundamental","pubTime":"2021-04-22 04:00","market":"us","language":"en","title":"Wall Street rebounds after two-day decline; Netflix slides","url":"https://stock-news.laohu8.com/highlight/detail?id=2129803357","media":"Reuters","summary":"Nasdaq index outshines S&P 500 at closeNetflix falls as subscriber growth slowsVerizon shares fall a","content":"<ul><li>Nasdaq index outshines S&P 500 at close</li><li>Netflix falls as subscriber growth slows</li><li>Verizon shares fall after Q1 results</li></ul><p>NEW YORK/BANGALORE, April 21 (Reuters) - Wall Street rallied on Wednesday, rebounding from a two-day decline, as a tilt toward stocks poised to benefit from a recovering economy offset Netflix Inc's sell-off after its disappointing results.</p><p>Shares of Netflix slumped a day after the world's largest streaming service said slower production of TV shows and movies during the pandemic hurt subscriber growth in the first quarter.</p><p>But stocks rallied throughout the day, building steam as the tech-heavy Nasdaq overtook the S&P 500 in percentage gain shortly before the close.</p><p>Intuitive Surgical Inc surged to an all-time high as its results trounced estimates. The maker of robotic surgical systems vied with Microsoft Corp and Tesla Inc for much of the session as the biggest contributor to the S&P 500's upside.</p><p>Nine of the 11 S&P 500 sectors rose, with communication services , led by Netflix, and the defensive utilities sectors falling.</p><p>Economically sensitive value stocks rose at about double the gain in growth as measured by the Russell 1000 indexes.</p><p>\"You take Netflix out of today's equation, it's simply a broad-based rally,\" said JJ Kinahan, chief market strategist at TD Ameritrade, adding technology shares still had room to run.</p><p>The VIX, CBOE's market volatility index, slid below 18, suggesting the market in days to come could be range-bound while also shrugging off a rebound in COVID infections, he said.</p><p>Analysts expect S&P 500 companies to post first-quarter earnings growth of 30.9% from a year earlier, Refinitiv IBES data shows.</p><p>Netflix's results dashed expectations but technology remains a major market focus.</p><p>\"Investors feel more confident of the earnings growth prospects for technology,\" said Sam Stovall, chief investment strategist at CFRA Research in New York. \"They would rather gravitate toward the sure thing, which right now is tech stocks.\"</p><p>Unofficially, the Dow Jones Industrial Average rose 0.94% to 34,139.02, the S&P 500 gained 0.93% to 4,173.46 and the Nasdaq Composite added 1.19% to 13,950.22.</p><p>Verizon Communications Inc slid after it lost more wireless subscribers than expected in the first quarter. Shares of <a href=\"https://laohu8.com/S/TMUS\">T-Mobile US Inc</a> and AT&T Inc rose.</p><p>U.S. railroad operator CSX Corp fell after it missed estimates for first-quarter profit, hurt by frigid polar vortex temperatures, ongoing pandemic disruptions and higher fuel costs.</p><p>(Reporting by Herbert Lash, additional reporting by Shreyashi Sanyal and Devik Jain in Bengaluru; Editing by Anil D'Silva, Sriraj Kalluvila and Arun Koyyur and Richard Chang)</p>","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>Wall Street rebounds after two-day decline; Netflix slides</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\">\nWall Street rebounds after two-day decline; Netflix slides\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-22 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul><li>Nasdaq index outshines S&P 500 at close</li><li>Netflix falls as subscriber growth slows</li><li>Verizon shares fall after Q1 results</li></ul><p>NEW YORK/BANGALORE, April 21 (Reuters) - Wall Street rallied on Wednesday, rebounding from a two-day decline, as a tilt toward stocks poised to benefit from a recovering economy offset Netflix Inc's sell-off after its disappointing results.</p><p>Shares of Netflix slumped a day after the world's largest streaming service said slower production of TV shows and movies during the pandemic hurt subscriber growth in the first quarter.</p><p>But stocks rallied throughout the day, building steam as the tech-heavy Nasdaq overtook the S&P 500 in percentage gain shortly before the close.</p><p>Intuitive Surgical Inc surged to an all-time high as its results trounced estimates. The maker of robotic surgical systems vied with Microsoft Corp and Tesla Inc for much of the session as the biggest contributor to the S&P 500's upside.</p><p>Nine of the 11 S&P 500 sectors rose, with communication services , led by Netflix, and the defensive utilities sectors falling.</p><p>Economically sensitive value stocks rose at about double the gain in growth as measured by the Russell 1000 indexes.</p><p>\"You take Netflix out of today's equation, it's simply a broad-based rally,\" said JJ Kinahan, chief market strategist at TD Ameritrade, adding technology shares still had room to run.</p><p>The VIX, CBOE's market volatility index, slid below 18, suggesting the market in days to come could be range-bound while also shrugging off a rebound in COVID infections, he said.</p><p>Analysts expect S&P 500 companies to post first-quarter earnings growth of 30.9% from a year earlier, Refinitiv IBES data shows.</p><p>Netflix's results dashed expectations but technology remains a major market focus.</p><p>\"Investors feel more confident of the earnings growth prospects for technology,\" said Sam Stovall, chief investment strategist at CFRA Research in New York. \"They would rather gravitate toward the sure thing, which right now is tech stocks.\"</p><p>Unofficially, the Dow Jones Industrial Average rose 0.94% to 34,139.02, the S&P 500 gained 0.93% to 4,173.46 and the Nasdaq Composite added 1.19% to 13,950.22.</p><p>Verizon Communications Inc slid after it lost more wireless subscribers than expected in the first quarter. Shares of <a href=\"https://laohu8.com/S/TMUS\">T-Mobile US Inc</a> and AT&T Inc rose.</p><p>U.S. railroad operator CSX Corp fell after it missed estimates for first-quarter profit, hurt by frigid polar vortex temperatures, ongoing pandemic disruptions and higher fuel costs.</p><p>(Reporting by Herbert Lash, additional reporting by Shreyashi Sanyal and Devik Jain in Bengaluru; Editing by Anil D'Silva, Sriraj Kalluvila and Arun Koyyur and Richard Chang)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"美国电话电报",".DJI":"道琼斯","CSX":"CSX运输","QNETCN":"纳斯达克中美互联网老虎指数","TMUS":"T-Mobile US Inc","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","VZ":"威瑞森","MSFT":"微软",".SPX":"S&P 500 Index","ISRG":"直觉外科公司","NFLX":"奈飞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129803357","content_text":"Nasdaq index outshines S&P 500 at closeNetflix falls as subscriber growth slowsVerizon shares fall after Q1 resultsNEW YORK/BANGALORE, April 21 (Reuters) - Wall Street rallied on Wednesday, rebounding from a two-day decline, as a tilt toward stocks poised to benefit from a recovering economy offset Netflix Inc's sell-off after its disappointing results.Shares of Netflix slumped a day after the world's largest streaming service said slower production of TV shows and movies during the pandemic hurt subscriber growth in the first quarter.But stocks rallied throughout the day, building steam as the tech-heavy Nasdaq overtook the S&P 500 in percentage gain shortly before the close.Intuitive Surgical Inc surged to an all-time high as its results trounced estimates. The maker of robotic surgical systems vied with Microsoft Corp and Tesla Inc for much of the session as the biggest contributor to the S&P 500's upside.Nine of the 11 S&P 500 sectors rose, with communication services , led by Netflix, and the defensive utilities sectors falling.Economically sensitive value stocks rose at about double the gain in growth as measured by the Russell 1000 indexes.\"You take Netflix out of today's equation, it's simply a broad-based rally,\" said JJ Kinahan, chief market strategist at TD Ameritrade, adding technology shares still had room to run.The VIX, CBOE's market volatility index, slid below 18, suggesting the market in days to come could be range-bound while also shrugging off a rebound in COVID infections, he said.Analysts expect S&P 500 companies to post first-quarter earnings growth of 30.9% from a year earlier, Refinitiv IBES data shows.Netflix's results dashed expectations but technology remains a major market focus.\"Investors feel more confident of the earnings growth prospects for technology,\" said Sam Stovall, chief investment strategist at CFRA Research in New York. \"They would rather gravitate toward the sure thing, which right now is tech stocks.\"Unofficially, the Dow Jones Industrial Average rose 0.94% to 34,139.02, the S&P 500 gained 0.93% to 4,173.46 and the Nasdaq Composite added 1.19% to 13,950.22.Verizon Communications Inc slid after it lost more wireless subscribers than expected in the first quarter. Shares of T-Mobile US Inc and AT&T Inc rose.U.S. railroad operator CSX Corp fell after it missed estimates for first-quarter profit, hurt by frigid polar vortex temperatures, ongoing pandemic disruptions and higher fuel costs.(Reporting by Herbert Lash, additional reporting by Shreyashi Sanyal and Devik Jain in Bengaluru; Editing by Anil D'Silva, Sriraj Kalluvila and Arun Koyyur and Richard Chang)","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355224862,"gmtCreate":1617077919356,"gmtModify":1704801657754,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355224862","repostId":"2123269962","repostType":4,"repost":{"id":"2123269962","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1617072060,"share":"https://ttm.financial/m/news/2123269962?lang=&edition=fundamental","pubTime":"2021-03-30 10:41","market":"us","language":"en","title":"Micron earnings: Semiconductor shortage leads to heightened expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2123269962","media":"Dow Jones","summary":"Earnings preview: Greater demand for memory chips during COVID-19 pandemic pushed Micron to increase its forecast. Micron Technology Inc. faces a heightened bar of its own making for the rest of the year, as widespread chip shortages push up prices for its core memory chips.Micron $$ is scheduled to report fiscal second-quarter earnings results after the close of markets Wednesday. The Boise, Idaho-based chip maker considerably raised its forecast for the second quarter earlier this month, sett","content":"<p>MW Micron earnings: Semiconductor shortage leads to heightened expectations</p><p>By Wallace Witkowski</p><p>Earnings preview: Greater demand for memory chips during COVID-19 pandemic pushed Micron to increase its forecast</p><p>Micron Technology Inc. faces a heightened bar of its own making for the rest of the year, as widespread chip shortages push up prices for its core memory chips.</p><p>Micron <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> is scheduled to report fiscal second-quarter earnings results after the close of markets Wednesday. The Boise, Idaho-based chip maker considerably raised its forecast for the second quarter earlier this month, setting up expectations for the rest of the year.</p><p>The big gain in sales is largely the result of the global semiconductor shortage that developed amid heightened demand during the COVID-19 pandemic. Micron could see revenue surge by more than $1 billion from its core memory products, and analysts expect those types of gains to continue throughout 2021.</p><p>Read: Worldwide chip shortage expected to last into next year, and that's good news for semiconductor stocks</p><p>Micron specializes in DRAM and NAND memory chips. DRAM, or dynamic random access memory, is the type of memory commonly used in PCs and servers, while NAND chips are the flash memory chips used in smaller devices like smartphones and USB drives.</p><p>Analysts on average expect DRAM sales of $4.3 billion, up from $3.08 billion in the year-ago period, and NAND sales of $1.6 billion, up from last year's $1.51 billion, according to FactSet.</p><p>Mizuho analyst Vijay Rakesh, who has a buy rating on Micron and a $100 price target, said he sees the the second half of 2021 as an exceptional cycle for memory-chip makers as \"growth shows more potential upside after recovering frompricing and data center demand headwinds in 2H20/1H21.\"</p><p>Rakesh said that DRAM pricing for PCs are expected to rise 19% from a year ago, when prices dropped 17% year-over-year. NAND prices are expected to remain stable and possibly recover a bit, with 5G-device launches as a tailwind.</p><p>Ahead of the report, the company said it was dropping development of 3D XPoint technology in order to focus on compute-express link chips for data centers.</p><p>What to expect</p><p>Earnings: Micron on average is expected to post adjusted earnings of 95 cents a share, up sharply from 66 cents a share expected at the beginning of the quarter, based on 29 analysts surveyed by FactSet. Micron forecast earnings of 93 cents to 98 cents a share at the beginning of March, up from its previous forecast of 68 cents to 72 cents a share . Estimize, a software platform that uses crowdsourcing from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 98 cents a share.</p><p>Revenue: Wall Street expects revenue of $6.19 billion from Micron, according to 28 analysts polled by FactSet. That's up from the $5.54 billion forecast at the beginning of the quarter. Micron predicted revenue of $6.2 billion to $6.25 billion at the beginning of March, up from its previous forecast of $5.6 billion to $6 billion. Estimize expects revenue of $6.26 billion.</p><p>Stock movement: Over Micron's fiscal second quarter, the stock rose nearly 21%, compared with a 4.3% increase on the PHLX Semiconductor Index over the same period, a 1.9% rise by the S&P 500 index and a 2.8% gain by the Nasdaq Composite Index . Micron shares closed at $94.60 on March 1, their highest closing price in more than 20 years.</p><p>What analysts are saying</p><p>Evercore ISI analyst C.J. Muse, who has an outperform rating and a $135 price target, said in a note related to Micron's hiked forecast that broader chip shortages will keep demand high.</p><p>\"Longer-term, with management calling out undersupply for DRAM through all of CY21 (and even hinting this could continue into CY22) and falling NAND inventories leading to a higher likelihood of a turnaround there, we see a strong roadmap for estimates to continue moving higher through-out CY21,\" Muse said.</p><p>UBS analyst Timothy Arcuri, who has a buy rating, said a recent discussion with a former Micron executive indicated that the company's lesser exposure to NAND compared with competitors gave it an advantage while it stands to benefit from continued high DRAM demand.</p><p>\"DRAM consolidation has played out and Samsung, Hynix & MU are behaving rationally, even as demand remains robust to the point where it is plausible that hyperscalers may consider pre-paying for supply,\" Arcuri said.</p><p>Of the 34 analysts who cover Micron, 28 have buy or overweight ratings, and six have hold ratings, with an average price target of $114.86.</p>","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>Micron earnings: Semiconductor shortage leads to heightened expectations</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; 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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\">\nMicron earnings: Semiconductor shortage leads to heightened expectations\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-03-30 10:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW Micron earnings: Semiconductor shortage leads to heightened expectations</p><p>By Wallace Witkowski</p><p>Earnings preview: Greater demand for memory chips during COVID-19 pandemic pushed Micron to increase its forecast</p><p>Micron Technology Inc. faces a heightened bar of its own making for the rest of the year, as widespread chip shortages push up prices for its core memory chips.</p><p>Micron <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> is scheduled to report fiscal second-quarter earnings results after the close of markets Wednesday. The Boise, Idaho-based chip maker considerably raised its forecast for the second quarter earlier this month, setting up expectations for the rest of the year.</p><p>The big gain in sales is largely the result of the global semiconductor shortage that developed amid heightened demand during the COVID-19 pandemic. Micron could see revenue surge by more than $1 billion from its core memory products, and analysts expect those types of gains to continue throughout 2021.</p><p>Read: Worldwide chip shortage expected to last into next year, and that's good news for semiconductor stocks</p><p>Micron specializes in DRAM and NAND memory chips. DRAM, or dynamic random access memory, is the type of memory commonly used in PCs and servers, while NAND chips are the flash memory chips used in smaller devices like smartphones and USB drives.</p><p>Analysts on average expect DRAM sales of $4.3 billion, up from $3.08 billion in the year-ago period, and NAND sales of $1.6 billion, up from last year's $1.51 billion, according to FactSet.</p><p>Mizuho analyst Vijay Rakesh, who has a buy rating on Micron and a $100 price target, said he sees the the second half of 2021 as an exceptional cycle for memory-chip makers as \"growth shows more potential upside after recovering frompricing and data center demand headwinds in 2H20/1H21.\"</p><p>Rakesh said that DRAM pricing for PCs are expected to rise 19% from a year ago, when prices dropped 17% year-over-year. NAND prices are expected to remain stable and possibly recover a bit, with 5G-device launches as a tailwind.</p><p>Ahead of the report, the company said it was dropping development of 3D XPoint technology in order to focus on compute-express link chips for data centers.</p><p>What to expect</p><p>Earnings: Micron on average is expected to post adjusted earnings of 95 cents a share, up sharply from 66 cents a share expected at the beginning of the quarter, based on 29 analysts surveyed by FactSet. Micron forecast earnings of 93 cents to 98 cents a share at the beginning of March, up from its previous forecast of 68 cents to 72 cents a share . Estimize, a software platform that uses crowdsourcing from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 98 cents a share.</p><p>Revenue: Wall Street expects revenue of $6.19 billion from Micron, according to 28 analysts polled by FactSet. That's up from the $5.54 billion forecast at the beginning of the quarter. Micron predicted revenue of $6.2 billion to $6.25 billion at the beginning of March, up from its previous forecast of $5.6 billion to $6 billion. Estimize expects revenue of $6.26 billion.</p><p>Stock movement: Over Micron's fiscal second quarter, the stock rose nearly 21%, compared with a 4.3% increase on the PHLX Semiconductor Index over the same period, a 1.9% rise by the S&P 500 index and a 2.8% gain by the Nasdaq Composite Index . Micron shares closed at $94.60 on March 1, their highest closing price in more than 20 years.</p><p>What analysts are saying</p><p>Evercore ISI analyst C.J. Muse, who has an outperform rating and a $135 price target, said in a note related to Micron's hiked forecast that broader chip shortages will keep demand high.</p><p>\"Longer-term, with management calling out undersupply for DRAM through all of CY21 (and even hinting this could continue into CY22) and falling NAND inventories leading to a higher likelihood of a turnaround there, we see a strong roadmap for estimates to continue moving higher through-out CY21,\" Muse said.</p><p>UBS analyst Timothy Arcuri, who has a buy rating, said a recent discussion with a former Micron executive indicated that the company's lesser exposure to NAND compared with competitors gave it an advantage while it stands to benefit from continued high DRAM demand.</p><p>\"DRAM consolidation has played out and Samsung, Hynix & MU are behaving rationally, even as demand remains robust to the point where it is plausible that hyperscalers may consider pre-paying for supply,\" Arcuri said.</p><p>Of the 34 analysts who cover Micron, 28 have buy or overweight ratings, and six have hold ratings, with an average price target of $114.86.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123269962","content_text":"MW Micron earnings: Semiconductor shortage leads to heightened expectationsBy Wallace WitkowskiEarnings preview: Greater demand for memory chips during COVID-19 pandemic pushed Micron to increase its forecastMicron Technology Inc. faces a heightened bar of its own making for the rest of the year, as widespread chip shortages push up prices for its core memory chips.Micron $(MU)$ is scheduled to report fiscal second-quarter earnings results after the close of markets Wednesday. The Boise, Idaho-based chip maker considerably raised its forecast for the second quarter earlier this month, setting up expectations for the rest of the year.The big gain in sales is largely the result of the global semiconductor shortage that developed amid heightened demand during the COVID-19 pandemic. Micron could see revenue surge by more than $1 billion from its core memory products, and analysts expect those types of gains to continue throughout 2021.Read: Worldwide chip shortage expected to last into next year, and that's good news for semiconductor stocksMicron specializes in DRAM and NAND memory chips. DRAM, or dynamic random access memory, is the type of memory commonly used in PCs and servers, while NAND chips are the flash memory chips used in smaller devices like smartphones and USB drives.Analysts on average expect DRAM sales of $4.3 billion, up from $3.08 billion in the year-ago period, and NAND sales of $1.6 billion, up from last year's $1.51 billion, according to FactSet.Mizuho analyst Vijay Rakesh, who has a buy rating on Micron and a $100 price target, said he sees the the second half of 2021 as an exceptional cycle for memory-chip makers as \"growth shows more potential upside after recovering frompricing and data center demand headwinds in 2H20/1H21.\"Rakesh said that DRAM pricing for PCs are expected to rise 19% from a year ago, when prices dropped 17% year-over-year. NAND prices are expected to remain stable and possibly recover a bit, with 5G-device launches as a tailwind.Ahead of the report, the company said it was dropping development of 3D XPoint technology in order to focus on compute-express link chips for data centers.What to expectEarnings: Micron on average is expected to post adjusted earnings of 95 cents a share, up sharply from 66 cents a share expected at the beginning of the quarter, based on 29 analysts surveyed by FactSet. Micron forecast earnings of 93 cents to 98 cents a share at the beginning of March, up from its previous forecast of 68 cents to 72 cents a share . Estimize, a software platform that uses crowdsourcing from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 98 cents a share.Revenue: Wall Street expects revenue of $6.19 billion from Micron, according to 28 analysts polled by FactSet. That's up from the $5.54 billion forecast at the beginning of the quarter. Micron predicted revenue of $6.2 billion to $6.25 billion at the beginning of March, up from its previous forecast of $5.6 billion to $6 billion. Estimize expects revenue of $6.26 billion.Stock movement: Over Micron's fiscal second quarter, the stock rose nearly 21%, compared with a 4.3% increase on the PHLX Semiconductor Index over the same period, a 1.9% rise by the S&P 500 index and a 2.8% gain by the Nasdaq Composite Index . Micron shares closed at $94.60 on March 1, their highest closing price in more than 20 years.What analysts are sayingEvercore ISI analyst C.J. Muse, who has an outperform rating and a $135 price target, said in a note related to Micron's hiked forecast that broader chip shortages will keep demand high.\"Longer-term, with management calling out undersupply for DRAM through all of CY21 (and even hinting this could continue into CY22) and falling NAND inventories leading to a higher likelihood of a turnaround there, we see a strong roadmap for estimates to continue moving higher through-out CY21,\" Muse said.UBS analyst Timothy Arcuri, who has a buy rating, said a recent discussion with a former Micron executive indicated that the company's lesser exposure to NAND compared with competitors gave it an advantage while it stands to benefit from continued high DRAM demand.\"DRAM consolidation has played out and Samsung, Hynix & MU are behaving rationally, even as demand remains robust to the point where it is plausible that hyperscalers may consider pre-paying for supply,\" Arcuri said.Of the 34 analysts who cover Micron, 28 have buy or overweight ratings, and six have hold ratings, with an average price target of $114.86.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358861798,"gmtCreate":1616680189514,"gmtModify":1704797350441,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358861798","repostId":"1183522787","repostType":4,"repost":{"id":"1183522787","pubTimestamp":1616680035,"share":"https://ttm.financial/m/news/1183522787?lang=&edition=fundamental","pubTime":"2021-03-25 21:47","market":"us","language":"en","title":"Another Space Stock Is Coming. Even Value Investors Will Like This One.","url":"https://stock-news.laohu8.com/highlight/detail?id=1183522787","media":"Barrons","summary":"The space economy is heating up, and investors have another way to play the growing industry.On Thur","content":"<p>The space economy is heating up, and investors have another way to play the growing industry.</p><p>On Thursday, space infrastructure company Redwire announced plans to become a publicly traded company by merging with special purpose acquisition company Genesis Park Acquisition (ticker: GNPK).</p><p>Genesis Park stock rose almost 4% in premarket trading.S&P 500andDow Jones Industrial Averagefutures, for comparison, are both down slightly.</p><p>Redwire’s SPAC merger follows similarannouncements fromAstra, Rocket Lab USA, BlackSky, AST & Science, and Spire Global.</p><p>Redwire, however, is a little different from those firms. The space infrastructure company doesn’t launch things into space like Rocket Lab and Astra, or operate a constellation of hundreds of satellites beaming information down to earth like BlackSky, Spire, and AST. Instead, Redwire makes communication antennas and navigation controls for satellites, launch adapters to ready satellites for their trip into orbit, as well as many other products, including solar arrays.</p><p>Another thing that makes Redwire different is that it has more sales right now. The company generated about$119 million in salesin 2020, and 2021 sales are projected to be $163 million. What’s more, the company generated positive free cash flow and net income this past year.</p><p>By 2025, the company projects $1.4 billion in sales and almost $200 million in free cash flow.</p><p>The SPAC merger deal will bring $170 million into company coffers and values Redwire stock at $680 million, based on the 68 million shares outstanding when the Genesis Park merger wraps up. In comparison, Rocket Lab and Astra have market capitalizations of about $5.1 billion and $3.1 billion, respectively. AST, Spire, and BlackSky market capitalizations are roughly $2.2 billion, $1.6 billion and $1.5 billion, respectively.</p><p>The lower value might make Redwire an option for value-oriented investors, who prefer cash flow today over cash flow projected far in the future.</p><p><i>Barron’s</i>recentlywrote positivelyabout the growing space economy. We picked one value-oriented stock,Lockheed Martin(LMT), along with a high-growth, more speculative name, Rocket Lab. Space is going to grow in importance for investors and having some space exposure is a good idea.</p><p>Vector Acquisition(VACQ) is the SPAC merging with Rocket Lab. Its shares are down about 2% this week. Lockheed shares are up slightly. The S&P, for comparison, has dropped 0.6%.</p>","source":"lsy1601382232898","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>Another Space Stock Is Coming. Even Value Investors Will Like This One.</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\">\nAnother Space Stock Is Coming. Even Value Investors Will Like This One.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 21:47 GMT+8 <a href=https://www.barrons.com/articles/space-stock-redwire-spac-merger-51616678470?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The space economy is heating up, and investors have another way to play the growing industry.On Thursday, space infrastructure company Redwire announced plans to become a publicly traded company by ...</p>\n\n<a href=\"https://www.barrons.com/articles/space-stock-redwire-spac-merger-51616678470?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/space-stock-redwire-spac-merger-51616678470?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183522787","content_text":"The space economy is heating up, and investors have another way to play the growing industry.On Thursday, space infrastructure company Redwire announced plans to become a publicly traded company by merging with special purpose acquisition company Genesis Park Acquisition (ticker: GNPK).Genesis Park stock rose almost 4% in premarket trading.S&P 500andDow Jones Industrial Averagefutures, for comparison, are both down slightly.Redwire’s SPAC merger follows similarannouncements fromAstra, Rocket Lab USA, BlackSky, AST & Science, and Spire Global.Redwire, however, is a little different from those firms. The space infrastructure company doesn’t launch things into space like Rocket Lab and Astra, or operate a constellation of hundreds of satellites beaming information down to earth like BlackSky, Spire, and AST. Instead, Redwire makes communication antennas and navigation controls for satellites, launch adapters to ready satellites for their trip into orbit, as well as many other products, including solar arrays.Another thing that makes Redwire different is that it has more sales right now. The company generated about$119 million in salesin 2020, and 2021 sales are projected to be $163 million. What’s more, the company generated positive free cash flow and net income this past year.By 2025, the company projects $1.4 billion in sales and almost $200 million in free cash flow.The SPAC merger deal will bring $170 million into company coffers and values Redwire stock at $680 million, based on the 68 million shares outstanding when the Genesis Park merger wraps up. In comparison, Rocket Lab and Astra have market capitalizations of about $5.1 billion and $3.1 billion, respectively. AST, Spire, and BlackSky market capitalizations are roughly $2.2 billion, $1.6 billion and $1.5 billion, respectively.The lower value might make Redwire an option for value-oriented investors, who prefer cash flow today over cash flow projected far in the future.Barron’srecentlywrote positivelyabout the growing space economy. We picked one value-oriented stock,Lockheed Martin(LMT), along with a high-growth, more speculative name, Rocket Lab. Space is going to grow in importance for investors and having some space exposure is a good idea.Vector Acquisition(VACQ) is the SPAC merging with Rocket Lab. Its shares are down about 2% this week. Lockheed shares are up slightly. The S&P, for comparison, has dropped 0.6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166461977,"gmtCreate":1624023024099,"gmtModify":1703826807034,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166461977","repostId":"1180733695","repostType":4,"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166469019,"gmtCreate":1624022964331,"gmtModify":1703826804104,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"Wouoo","listText":"Wouoo","text":"Wouoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166469019","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161068211,"gmtCreate":1623896876033,"gmtModify":1703822906717,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"Yayyy","listText":"Yayyy","text":"Yayyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161068211","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184013690,"gmtCreate":1623677830610,"gmtModify":1704208422348,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"Monday","listText":"Monday","text":"Monday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184013690","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117786809,"gmtCreate":1623160881201,"gmtModify":1704197387806,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"Omg!!","listText":"Omg!!","text":"Omg!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117786809","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114647352,"gmtCreate":1623073982776,"gmtModify":1704195507209,"author":{"id":"3578492155503987","authorId":"3578492155503987","name":"TayJoe","avatar":"https://static.tigerbbs.com/1b8c05eaabfbea18e2adfe50c4c1742b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578492155503987","authorIdStr":"3578492155503987"},"themes":[],"htmlText":"Gogogooo","listText":"Gogogooo","text":"Gogogooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114647352","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
