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2023-06-13

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2023-06-12

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2022-06-06

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5 Growth Stocks That Can Build Generational Wealth by 2040

2022-04-10

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Where Will Tesla Stock Be In 2030? Analyst Weighs In

2022-04-10

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Should Investors Buy the Dip on UiPath or Run Away?

2022-04-09

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Palantir Vs. Snowflake Stock: Which Is The Better Buy?

2022-04-07

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Better Buy: UiPath vs. DocuSign

2022-04-05

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2022-04-02

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Microsoft's Cloud Business Targeted by EU Antitrust Regulators

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Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186538718785688","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053879099,"gmtCreate":1654523029312,"gmtModify":1676535461817,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053879099","repostId":"2241710171","repostType":2,"repost":{"id":"2241710171","kind":"highlight","pubTimestamp":1654506530,"share":"https://ttm.financial/m/news/2241710171?lang=&edition=fundamental","pubTime":"2022-06-06 17:08","market":"us","language":"en","title":"5 Growth Stocks That Can Build Generational Wealth by 2040","url":"https://stock-news.laohu8.com/highlight/detail?id=2241710171","media":"Motley Fool","summary":"These innovative growth stocks have the potential to lead investors to financial independence in less than two decades.","content":"<html><head></head><body><p>Regardless of whether you&#39;ve been putting your money to work on Wall Street for decades or began investing within the past couple of years, it&#39;s been a trying year.</p><p>Since the green flag waved on 2022, the widely followed <b>Dow Jones Industrial Average</b> and broad-based <b>S&amp;P 500</b> dipped into correction territory with respective declines of more than 10%. It&#39;s been an even wilder ride for the growth stock-driven <b>Nasdaq Composite</b>, which endured a peak-to-trough decline of 31% since hitting a record-closing high in November. This squarely places the Nasdaq in a bear market.</p><p>Although bear market drops can be scary and cause investors to question their resolve, they&#39;re also, historically, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best times to put your money to work. Data shows that most stock market corrections resolve quickly, with bull markets lasting disproportionately longer than bear markets.</p><p>If your goal is to build generational wealth, right now is the perfect time to go shopping for innovative growth stocks that can, over time, put you on a path to financial freedom. What follows are five growth stocks fully capable of building generational wealth by 2040.</p><h2><a href=\"https://laohu8.com/S/NIO\">Nio</a></h2><p>The first rapidly growing company with the tools needed to compound an initial investment many times over by 2040 is China-based electric vehicle (EV) manufacturer <b>Nio</b> (NIO -4.08%). Despite facing a number of near-term supply chain headwinds tied to China-based COVID lockdowns and semiconductor chip shortages, Nio has demonstrated that it can lead with its innovation.</p><p>Before provincial lockdowns impacting the company&#39;s supply chain, Nio had boosted production from fewer than 4,000 EVs in a quarter to north of 25,000 EVs in under two years. What&#39;s more, it&#39;s producing an array of premium EVs that are designed to take on the industry&#39;s &#34;big boys,&#34; like <b>Tesla</b>. The recently launched ET7 and upcoming ET5 sedans can, with the top battery upgrade, go 621 miles on a full charge. That handily beats Tesla&#39;s flagship sedans, the Model 3 and Model S.</p><p>Aside from operating in the largest auto market in the world, Nio should also benefit from its innovative battery-as-a-service (BaaS) subscription, which was unveiled in August 2020. Subscribers to BaaS can charge, swap, and upgrade their batteries, as well as receive a discount on the initial purchase price of their Nio EV. In return, Nio nets a monthly, high-margin subscription fee and, more importantly, locks in the loyalty of its early buyers. The BaaS program could allow Nio to become one of China&#39;s premier auto makers by the end of the decade.</p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/LOVE\">Lovesac</a></h2><p>Another growth stock with the potential to create generational wealth in under two decades is furniture stock <b>Lovesac</b> (LOVE). Contending with historically high inflation in the short term shouldn&#39;t scare long-term investors away from this disruptor.</p><p>What makes Lovesac so special is the company&#39;s furniture. Whereas most furniture stores buy from the same small group of wholesalers, Lovesac&#39;s bread-and-butter is its &#34;sactional&#34; -- a modular sectional couch that can be rearranged dozens of ways to fit any living space. Sactionals are highly customizable, with over 200 cover choices and a handful of upgrade options, including built-in surround-sound speakers and wireless charging stations. Perhaps best of all, the yarn used in the covers of sactionals is made entirely from recycled plastic water bottles, which makes Lovesac&#39;s furniture ecofriendly.</p><p>The company&#39;s other competitive advantage is its omnichannel sales platform. Though it does have 146 retail stores in 39 states, what&#39;s impressive about Lovesac is its ability to pivot to online sales, or rely on pop-up showrooms and partnerships to reduce its overhead expenses.  Having so many sales channels at its disposal should support superior growth and margins.</p><p><img src=\"https://static.tigerbbs.com/bbafad9e87b7b7dacfefe92d4741b655\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a></h2><p>A third fast-paced stock with the innovative capacity to build generational wealth is artificial intelligence-driven data-mining company <b>Palantir Technologies</b> (PLTR). Even with short-term concerns about a U.S. recession potentially slowing new contract awards, Palantir appears well-positioned to thrive for a long time to come.</p><p>The interesting thing about Palantir is there&#39;s no other company that can provide the services it does at scale. Its Gotham platform helps the U.S. government plan missions, and assists other government agencies around the world with data-mining activities. Meanwhile, Palantir&#39;s Foundry platform caters to enterprise customers and helps them utilize and better understand their data to streamline their operations.</p><p>Historically, Gotham has been Palantir&#39;s driving force. Large contract wins have helped the company sustain a 30% (or higher) annual growth rate. However, Gotham is limited in its reach. This is to say that Palantir simply won&#39;t work with certain government entities because of national security concerns. By comparison, Foundry is just getting its feet wet in the corporate world, and has an exceptionally long growth runway. Signing up enterprise customers for five-year contracts is Palantir&#39;s ticket to delivering transformational wealth to its shareholders.</p><p><img src=\"https://static.tigerbbs.com/a023694ce4b4e40463c6f0f2f29037f0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/PUBM\">PubMatic</a></h2><p>Cloud-based programmatic adtech stock <b>PubMatic</b> (PUBM) is also capable of producing generational wealth by 2040. Even though ad-based companies are taking it on the chin at the moment with recession fears growing, all signs point to PubMatic as being positioned perfectly to benefit from the digital ad revolution.</p><p>PubMatic is what&#39;s known as a sell-side provider. This is a fancy way of saying it helps publishing companies sell their digital display space. The company&#39;s machine-learning algorithms aim to not only net as much as possible for publishers, but also put relevant content in front of users. Doing so keeps advertisers happy and helps boost the ad-pricing power for publishers over time. Perhaps this is why PubMatic&#39;s organic growth rate has more than doubled up the industry&#39;s average annual growth rate over the past two years.</p><p>Something else to take note of is that PubMatic designed and built its own cloud infrastructure. Not having to rely on a third party comes with its perks. As revenue increases and the company scales, it&#39;s liable to generate juicier operating margins than its peers.</p><p><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/SE\">Sea Limited</a></h2><p>A fifth and final growth stock that can help patient investors build transformational wealth by 2040 is Singapore-based conglomerate <b>Sea Limited</b> (SE). Despite losing money (for now), Sea has three rapidly growing operating segments that could dramatically increase its valuation over the long run.</p><p>The only segment generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) at the moment is Garena, Sea&#39;s gaming division. Thanks to mobile game <i>Free Fire</i>, Sea has enjoyed an above-industry-average pay-to-play conversion rate of 10% on its quarterly active users (as of the first quarter of 2022).</p><p>There&#39;s also SeaMoney, the company&#39;s digital financial services segment. Since Sea operates in a number of emerging markets where access to basic banking services is limited, providing digital wallet services could prove quite fruitful to consumers, and the company&#39;s bottom line.</p><p>The third fast-growing segment is e-commerce platform Shopee. After seeing $10 billion in gross merchandise value (GMV) traverse its online sales platform in all of 2018, Sea&#39;s $17.4 billion in GMV in the first quarter alone implies a nearly $70 billion annual GMV run-rate. With online sales still in their infancy throughout Southeastern Asia, Sea&#39;s retail sales growth potential is off the charts.</p></body></html>","source":"fool_stock","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>5 Growth Stocks That Can Build Generational Wealth by 2040</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\">\n5 Growth Stocks That Can Build Generational Wealth by 2040\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-06 17:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/05/5-growth-stocks-build-generational-wealth-by-2040/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Regardless of whether you've been putting your money to work on Wall Street for decades or began investing within the past couple of years, it's been a trying year.Since the green flag waved on 2022, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/05/5-growth-stocks-build-generational-wealth-by-2040/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","LOVE":"Lovesac Co.","NIO":"蔚来","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/06/05/5-growth-stocks-build-generational-wealth-by-2040/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241710171","content_text":"Regardless of whether you've been putting your money to work on Wall Street for decades or began investing within the past couple of years, it's been a trying year.Since the green flag waved on 2022, the widely followed Dow Jones Industrial Average and broad-based S&P 500 dipped into correction territory with respective declines of more than 10%. It's been an even wilder ride for the growth stock-driven Nasdaq Composite, which endured a peak-to-trough decline of 31% since hitting a record-closing high in November. This squarely places the Nasdaq in a bear market.Although bear market drops can be scary and cause investors to question their resolve, they're also, historically, one of the best times to put your money to work. Data shows that most stock market corrections resolve quickly, with bull markets lasting disproportionately longer than bear markets.If your goal is to build generational wealth, right now is the perfect time to go shopping for innovative growth stocks that can, over time, put you on a path to financial freedom. What follows are five growth stocks fully capable of building generational wealth by 2040.NioThe first rapidly growing company with the tools needed to compound an initial investment many times over by 2040 is China-based electric vehicle (EV) manufacturer Nio (NIO -4.08%). Despite facing a number of near-term supply chain headwinds tied to China-based COVID lockdowns and semiconductor chip shortages, Nio has demonstrated that it can lead with its innovation.Before provincial lockdowns impacting the company's supply chain, Nio had boosted production from fewer than 4,000 EVs in a quarter to north of 25,000 EVs in under two years. What's more, it's producing an array of premium EVs that are designed to take on the industry's \"big boys,\" like Tesla. The recently launched ET7 and upcoming ET5 sedans can, with the top battery upgrade, go 621 miles on a full charge. That handily beats Tesla's flagship sedans, the Model 3 and Model S.Aside from operating in the largest auto market in the world, Nio should also benefit from its innovative battery-as-a-service (BaaS) subscription, which was unveiled in August 2020. Subscribers to BaaS can charge, swap, and upgrade their batteries, as well as receive a discount on the initial purchase price of their Nio EV. In return, Nio nets a monthly, high-margin subscription fee and, more importantly, locks in the loyalty of its early buyers. The BaaS program could allow Nio to become one of China's premier auto makers by the end of the decade.Image source: Getty Images.LovesacAnother growth stock with the potential to create generational wealth in under two decades is furniture stock Lovesac (LOVE). Contending with historically high inflation in the short term shouldn't scare long-term investors away from this disruptor.What makes Lovesac so special is the company's furniture. Whereas most furniture stores buy from the same small group of wholesalers, Lovesac's bread-and-butter is its \"sactional\" -- a modular sectional couch that can be rearranged dozens of ways to fit any living space. Sactionals are highly customizable, with over 200 cover choices and a handful of upgrade options, including built-in surround-sound speakers and wireless charging stations. Perhaps best of all, the yarn used in the covers of sactionals is made entirely from recycled plastic water bottles, which makes Lovesac's furniture ecofriendly.The company's other competitive advantage is its omnichannel sales platform. Though it does have 146 retail stores in 39 states, what's impressive about Lovesac is its ability to pivot to online sales, or rely on pop-up showrooms and partnerships to reduce its overhead expenses.  Having so many sales channels at its disposal should support superior growth and margins.Image source: Getty Images.Palantir TechnologiesA third fast-paced stock with the innovative capacity to build generational wealth is artificial intelligence-driven data-mining company Palantir Technologies (PLTR). Even with short-term concerns about a U.S. recession potentially slowing new contract awards, Palantir appears well-positioned to thrive for a long time to come.The interesting thing about Palantir is there's no other company that can provide the services it does at scale. Its Gotham platform helps the U.S. government plan missions, and assists other government agencies around the world with data-mining activities. Meanwhile, Palantir's Foundry platform caters to enterprise customers and helps them utilize and better understand their data to streamline their operations.Historically, Gotham has been Palantir's driving force. Large contract wins have helped the company sustain a 30% (or higher) annual growth rate. However, Gotham is limited in its reach. This is to say that Palantir simply won't work with certain government entities because of national security concerns. By comparison, Foundry is just getting its feet wet in the corporate world, and has an exceptionally long growth runway. Signing up enterprise customers for five-year contracts is Palantir's ticket to delivering transformational wealth to its shareholders.Image source: Getty Images.PubMaticCloud-based programmatic adtech stock PubMatic (PUBM) is also capable of producing generational wealth by 2040. Even though ad-based companies are taking it on the chin at the moment with recession fears growing, all signs point to PubMatic as being positioned perfectly to benefit from the digital ad revolution.PubMatic is what's known as a sell-side provider. This is a fancy way of saying it helps publishing companies sell their digital display space. The company's machine-learning algorithms aim to not only net as much as possible for publishers, but also put relevant content in front of users. Doing so keeps advertisers happy and helps boost the ad-pricing power for publishers over time. Perhaps this is why PubMatic's organic growth rate has more than doubled up the industry's average annual growth rate over the past two years.Something else to take note of is that PubMatic designed and built its own cloud infrastructure. Not having to rely on a third party comes with its perks. As revenue increases and the company scales, it's liable to generate juicier operating margins than its peers.Image source: Getty Images.Sea LimitedA fifth and final growth stock that can help patient investors build transformational wealth by 2040 is Singapore-based conglomerate Sea Limited (SE). Despite losing money (for now), Sea has three rapidly growing operating segments that could dramatically increase its valuation over the long run.The only segment generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) at the moment is Garena, Sea's gaming division. Thanks to mobile game Free Fire, Sea has enjoyed an above-industry-average pay-to-play conversion rate of 10% on its quarterly active users (as of the first quarter of 2022).There's also SeaMoney, the company's digital financial services segment. Since Sea operates in a number of emerging markets where access to basic banking services is limited, providing digital wallet services could prove quite fruitful to consumers, and the company's bottom line.The third fast-growing segment is e-commerce platform Shopee. After seeing $10 billion in gross merchandise value (GMV) traverse its online sales platform in all of 2018, Sea's $17.4 billion in GMV in the first quarter alone implies a nearly $70 billion annual GMV run-rate. With online sales still in their infancy throughout Southeastern Asia, Sea's retail sales growth potential is off the charts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014369308,"gmtCreate":1649605796846,"gmtModify":1676534536931,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014369308","repostId":"1187763771","repostType":4,"repost":{"id":"1187763771","kind":"news","pubTimestamp":1649560342,"share":"https://ttm.financial/m/news/1187763771?lang=&edition=fundamental","pubTime":"2022-04-10 11:12","market":"us","language":"en","title":"Where Will Tesla Stock Be In 2030? Analyst Weighs In","url":"https://stock-news.laohu8.com/highlight/detail?id=1187763771","media":"Benzinga","summary":"Tesla, Inc.TSLAshares barely budged despite all the hype surrounding theCyber Rodeo event held this week.All the same, one analyst is confident that the stock will hit top gear and keep rising over th","content":"<html><head></head><body><p><b>Tesla, Inc.</b>TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over the next decade.</p><p><b>What Happened:</b> Tesla stock will go from a market capitalization of a little over $1 trillion currently to $10 trillion by 2030, <b>New Street Research</b> analyst <b>Pierre Ferragu</b> said in a tweet. The analyst said the Tesla growth story is slowly taking hold and the company is on track to see unprecedented scale and capture 20% of the auto market.</p><p>Ferragu, however, cautioned that his estimate is neither a forecast nor an investment recommendation, leaving it open to investors to decide for themselves.</p><p>The analyst&#39;s 2030 look ahead assumes 20 million units of vehicle sales and an average selling price of $35,000, translating to vehicle sales of $700 billion. About $1.5 billion will likely come from insurance, $35 billion-$70 billion from full-self driving software and $250 billion from energy, with real AI providing option value.</p><p>The total 2030 revenue will likely come in at $1 trillion, the analyst estimates. Applying a multiple of 8-10 times on estimated sales, the company&#39;s valuation will gallop to about $10 trillion, he added.</p><p><b>Where Will This Leave Tesla Stock:</b> Tesla&#39;s outstanding share count is currently at 1.03 billion. If the share count remains unchanged, the per-share value of Tesla would be around $9,710.</p><p>Tesla detractors and skeptical investors may debate the credibility of Ferragu&#39;s model. Nevertheless, the company is poised to see superlative growth over the coming years. Tesla, according to many sell-side analysts, is not able to keep pace with the surging demand for its vehicles.</p><p>It may now have found a solution with the two more Gigas, in Berlin and Texas, coming online. <b>Loup Fund</b> analyst <b>Gene Munster</b> expects the company to deliver 1.8 million vehicles in 2023.</p><p>Tesla closed Friday&#39;s session down 3% at $1,025.49.</p></body></html>","source":"lsy1606299360108","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>Where Will Tesla Stock Be In 2030? Analyst Weighs In</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\">\nWhere Will Tesla Stock Be In 2030? Analyst Weighs In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-10 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc.TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187763771","content_text":"Tesla, Inc.TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over the next decade.What Happened: Tesla stock will go from a market capitalization of a little over $1 trillion currently to $10 trillion by 2030, New Street Research analyst Pierre Ferragu said in a tweet. The analyst said the Tesla growth story is slowly taking hold and the company is on track to see unprecedented scale and capture 20% of the auto market.Ferragu, however, cautioned that his estimate is neither a forecast nor an investment recommendation, leaving it open to investors to decide for themselves.The analyst's 2030 look ahead assumes 20 million units of vehicle sales and an average selling price of $35,000, translating to vehicle sales of $700 billion. About $1.5 billion will likely come from insurance, $35 billion-$70 billion from full-self driving software and $250 billion from energy, with real AI providing option value.The total 2030 revenue will likely come in at $1 trillion, the analyst estimates. Applying a multiple of 8-10 times on estimated sales, the company's valuation will gallop to about $10 trillion, he added.Where Will This Leave Tesla Stock: Tesla's outstanding share count is currently at 1.03 billion. If the share count remains unchanged, the per-share value of Tesla would be around $9,710.Tesla detractors and skeptical investors may debate the credibility of Ferragu's model. Nevertheless, the company is poised to see superlative growth over the coming years. Tesla, according to many sell-side analysts, is not able to keep pace with the surging demand for its vehicles.It may now have found a solution with the two more Gigas, in Berlin and Texas, coming online. Loup Fund analyst Gene Munster expects the company to deliver 1.8 million vehicles in 2023.Tesla closed Friday's session down 3% at $1,025.49.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014369999,"gmtCreate":1649605776335,"gmtModify":1676534536963,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014369999","repostId":"2225052548","repostType":2,"repost":{"id":"2225052548","kind":"highlight","pubTimestamp":1649347200,"share":"https://ttm.financial/m/news/2225052548?lang=&edition=fundamental","pubTime":"2022-04-08 00:00","market":"us","language":"en","title":"Should Investors Buy the Dip on UiPath or Run Away?","url":"https://stock-news.laohu8.com/highlight/detail?id=2225052548","media":"Motley Fool","summary":"Time to find out if UiPath can justify its IPO hype.","content":"<html><body><div>\n<p>Workplace automation company <strong><a href=\"https://laohu8.com/S/PATH\">UiPath</a></strong> <span>( PATH<span> -0.80%</span> )</span> recently reported its fiscal 2022 fourth-quarter earnings, for the period ending Jan. 31. Investors punished the stock, sending it to new lows. UiPath burst onto the scene with a hot initial public offering (IPO) in April 2021, a time when the markets were euphoric.</p>\n<p>The broader market has been shaky since the summer, and once euphoric markets have turned nervous, selling many growth stocks into the ground. Now down more than 70% from its high near $90, is UiPath just a victim of an irrational market, or are there deeper issues at the heart of the stock's struggles? I'll put the pieces together below.</p>\n<div><app :instrument_id=\"344297\" amount_change=\"-0.17\" average_volume=\"7,264,298\" company_name=\"UiPath Inc.\" current_price=\"21.08\" daily_high=\"21.68\" daily_low=\"20.46\" exchange=\"NYSE\" fifty_two_week_high=\"90.00\" fifty_two_week_low=\"20.46\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PATH.png\" market_cap=\"$11B\" pe_ratio=\"\" percent_change=\"-0.80\" quote=\"{'instrument_id': 344297, 'name': 'UiPath Inc.', 'exchange': 'NYSE', 'symbol': 'PATH', 'primary': True, 'quote_data': {'amount_change': {'Currency': 1, 'Amount': '-0.17'}, 'current_price': {'Currency': 1, 'Amount': '21.08'}, 'percent_change': '-0.80', 'market_cap': '$11B', 'daily_low': '20.46', 'daily_high': '21.68', 'fifty_two_week_low': '20.46', 'fifty_two_week_high': '90.00', 'volume': '45', 'average_volume': '7,264,298', 'pe_ratio': '', 'last_trade_date': datetime.datetime(2022, 4, 7, 20, 0)}}\" symbol=\"PATH\" volume=\"45\"></app></div>\n<h2>So why did the stock fall after earnings?</h2>\n<p>The headline numbers in its 2022 fourth-quarter report didn't seem so bad. Revenue came in ahead of analyst expectations, growing 39% year over year to $290 million. Meanwhile, the company was profitable, posting non-GAAP earnings per share (EPS) of $0.05, again beating analyst estimates. So why did investors panic?</p>\n<div><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F673388%2Fgettyimages-1295900106.jpg&amp;w=700&amp;op=resize\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/673388/gettyimages-1295900106.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/673388/gettyimages-1295900106.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/673388/gettyimages-1295900106.jpg&amp;w=2000&amp;op=resize 2000w\"/>\n<p>Image Source: Getty Images.</p>\n</div>\n<p>The likely culprit was management's revenue guidance for the upcoming year, which implied that growth would slow. Analysts expected revenue guidance of $1.18 billion, but it fell short at a range of $1.075 billion to $1.085 billion. The guidance implies year-over-year revenue growth of 22% for the year ending Jan. 31, 2023. UiPath grew revenue by 47% in fiscal 2022, so growth is projected to drop significantly.</p>\n<p>And that is a red flag to the market: It tells investors something is wrong. Perhaps there's a disruption within the business; maybe it's a signal that the company is maturing, and there isn't as much upside left ahead. The bottom line is that investors hate lagging growth, which is probably why the market has punished the stock so harshly.</p><div></div>\n<h2>Some key numbers are still strong</h2>\n<p>Finding context, the fine print in any situation is always helpful, especially in investing. In UiPath's case, we can see some explanation for the slowdown in growth.</p>\n<p>UiPath's software automates repetitive tasks, which can potentially be disrupted by an unpredictable work environment. The company has paused business in Russia due to the ongoing war between Russia and Ukraine. Management is modeling a $15 million hit to fiscal 2023 revenue from this, as well as another $30 million due to currency exchange rates. UiPath prices its products in local currency, so a stronger U.S. dollar makes international revenue less valuable.</p>\n<p>These challenges are largely outside of UiPath's control, so I don't think it's fair to hold it against the company. However, investors need to be aware of these new risks. The Europe/Middle East/Africa region is now 29% of the business, down from 34% two years ago. Investors should look for the company to continue making the region a smaller contributor. </p>\n<p>I looked at some additional metrics that show the actual business itself is doing quite well to bolster my opinion. For example, total customers grew 28% year over year in the 2022 fourth quarter to 10,100. Large customers (those spending $100,000 or more) grew 49% year over year to 1,493.</p><div></div>\n<p>The company's net revenue retention rate remained strong at 145%, which signals that customers are increasing their spending on UiPath over time. In other words, it seems that the business is still bringing on a lot of new customers, and they are spending more as time goes on. These seem to me like signs of a healthy and growing company.</p>\n<h2>The stock's valuation makes UiPath far less risky now</h2>\n<p>UiPath did go public last year with excitement; its market cap was $38 billion at the end of its first day of trading, making it <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest software IPOs in recent history.</p>\n<p>This didn't last, and you can see how the stock's price and valuation plummeted in the chart below. Once valued at a price-to-sales (P/S) ratio of more than 80, the P/S ratio has fallen to just 11.  Despite some of its challenges being out of its control, slowing growth is a turnoff for the market, so I don't think investors should expect shares to come anywhere near their previous valuation.</p>\n<p><img src=\"https://media.ycharts.com/charts/6e3f9b2d6057a0b42e2b8ac184546899.png\"/></p>\n<p>PATH data by YCharts.</p><div></div>\n<p>But I think it's just as fair to argue that the drop in shares makes UiPath far less risky. Other software stocks carry valuations ranging from a P/S ratio of 20 to 60, though many are growing revenue faster than UiPath.</p>\n<p>Paying a P/S of 11 seems like a reasonable valuation, a discount for a slower-growing business. UiPath's 20% revenue growth is still nothing to sneeze at and could produce strong investment returns if it just grows at that rate and the valuation stays the same.</p>\n<p>Financially, the company burned just $21 million in cash in 2021, so with $1.9 billion on its balance sheet, there's plenty of money to fund growth and keep management from issuing new shares to raise cash.</p>\n<p>UiPath can be a good investment if it simply continues to grow between 20% and 25% per year. However, it can be an excellent investment if growth picks up by next year or geopolitical tensions fade. The stock is now pricing in bad news, so any positive surprises could lift shares.</p>\n<div></div>\n</div></body></html>","source":"fool_stock","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>Should Investors Buy the Dip on UiPath or Run Away?</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\">\nShould Investors Buy the Dip on UiPath or Run Away?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 00:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/08/should-investors-buy-the-dip-on-uipath-or-run-away/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Workplace automation company UiPath ( PATH -0.80% ) recently reported its fiscal 2022 fourth-quarter earnings, for the period ending Jan. 31. Investors punished the stock, sending it to new lows. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/08/should-investors-buy-the-dip-on-uipath-or-run-away/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4097":"系统软件","BK4539":"次新股","BK4211":"区域性银行","PATH":"UiPath","BK4551":"寇图资本持仓","ISBC":"投资者银行","BK4561":"索罗斯持仓"},"source_url":"https://www.fool.com/investing/2022/04/08/should-investors-buy-the-dip-on-uipath-or-run-away/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225052548","content_text":"Workplace automation company UiPath ( PATH -0.80% ) recently reported its fiscal 2022 fourth-quarter earnings, for the period ending Jan. 31. Investors punished the stock, sending it to new lows. UiPath burst onto the scene with a hot initial public offering (IPO) in April 2021, a time when the markets were euphoric.\nThe broader market has been shaky since the summer, and once euphoric markets have turned nervous, selling many growth stocks into the ground. Now down more than 70% from its high near $90, is UiPath just a victim of an irrational market, or are there deeper issues at the heart of the stock's struggles? I'll put the pieces together below.\n\nSo why did the stock fall after earnings?\nThe headline numbers in its 2022 fourth-quarter report didn't seem so bad. Revenue came in ahead of analyst expectations, growing 39% year over year to $290 million. Meanwhile, the company was profitable, posting non-GAAP earnings per share (EPS) of $0.05, again beating analyst estimates. So why did investors panic?\n\nImage Source: Getty Images.\n\nThe likely culprit was management's revenue guidance for the upcoming year, which implied that growth would slow. Analysts expected revenue guidance of $1.18 billion, but it fell short at a range of $1.075 billion to $1.085 billion. The guidance implies year-over-year revenue growth of 22% for the year ending Jan. 31, 2023. UiPath grew revenue by 47% in fiscal 2022, so growth is projected to drop significantly.\nAnd that is a red flag to the market: It tells investors something is wrong. Perhaps there's a disruption within the business; maybe it's a signal that the company is maturing, and there isn't as much upside left ahead. The bottom line is that investors hate lagging growth, which is probably why the market has punished the stock so harshly.\nSome key numbers are still strong\nFinding context, the fine print in any situation is always helpful, especially in investing. In UiPath's case, we can see some explanation for the slowdown in growth.\nUiPath's software automates repetitive tasks, which can potentially be disrupted by an unpredictable work environment. The company has paused business in Russia due to the ongoing war between Russia and Ukraine. Management is modeling a $15 million hit to fiscal 2023 revenue from this, as well as another $30 million due to currency exchange rates. UiPath prices its products in local currency, so a stronger U.S. dollar makes international revenue less valuable.\nThese challenges are largely outside of UiPath's control, so I don't think it's fair to hold it against the company. However, investors need to be aware of these new risks. The Europe/Middle East/Africa region is now 29% of the business, down from 34% two years ago. Investors should look for the company to continue making the region a smaller contributor. \nI looked at some additional metrics that show the actual business itself is doing quite well to bolster my opinion. For example, total customers grew 28% year over year in the 2022 fourth quarter to 10,100. Large customers (those spending $100,000 or more) grew 49% year over year to 1,493.\nThe company's net revenue retention rate remained strong at 145%, which signals that customers are increasing their spending on UiPath over time. In other words, it seems that the business is still bringing on a lot of new customers, and they are spending more as time goes on. These seem to me like signs of a healthy and growing company.\nThe stock's valuation makes UiPath far less risky now\nUiPath did go public last year with excitement; its market cap was $38 billion at the end of its first day of trading, making it one of the largest software IPOs in recent history.\nThis didn't last, and you can see how the stock's price and valuation plummeted in the chart below. Once valued at a price-to-sales (P/S) ratio of more than 80, the P/S ratio has fallen to just 11.  Despite some of its challenges being out of its control, slowing growth is a turnoff for the market, so I don't think investors should expect shares to come anywhere near their previous valuation.\n\nPATH data by YCharts.\nBut I think it's just as fair to argue that the drop in shares makes UiPath far less risky. Other software stocks carry valuations ranging from a P/S ratio of 20 to 60, though many are growing revenue faster than UiPath.\nPaying a P/S of 11 seems like a reasonable valuation, a discount for a slower-growing business. UiPath's 20% revenue growth is still nothing to sneeze at and could produce strong investment returns if it just grows at that rate and the valuation stays the same.\nFinancially, the company burned just $21 million in cash in 2021, so with $1.9 billion on its balance sheet, there's plenty of money to fund growth and keep management from issuing new shares to raise cash.\nUiPath can be a good investment if it simply continues to grow between 20% and 25% per year. However, it can be an excellent investment if growth picks up by next year or geopolitical tensions fade. The stock is now pricing in bad news, so any positive surprises could lift shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015597987,"gmtCreate":1649506240489,"gmtModify":1676534522696,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015597987","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","kind":"news","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012243993,"gmtCreate":1649343534414,"gmtModify":1676534495252,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012243993","repostId":"2224809305","repostType":2,"repost":{"id":"2224809305","kind":"highlight","pubTimestamp":1649001600,"share":"https://ttm.financial/m/news/2224809305?lang=&edition=fundamental","pubTime":"2022-04-04 00:00","market":"us","language":"en","title":"Better Buy: UiPath vs. DocuSign","url":"https://stock-news.laohu8.com/highlight/detail?id=2224809305","media":"Motley Fool","summary":"Which fallen high-growth software stock has a better shot at a rebound?","content":"<html><body><div>\n<p><strong><a href=\"https://laohu8.com/S/PATH\">UiPath</a></strong> <span>( PATH<span> 2.73%</span> )</span> and <strong>DocuSign</strong> <span>( DOCU<span> 1.41%</span> )</span> burned a lot of investors over the past few months. UiPath went public at $56 last April and surged to an all-time of $85.12 the following month, but it now trades at about $22. DocuSign, which went public back in 2018, closed at an all-time high of $310.05 last September, but now trades below $110 per share.</p>\n<p>Investors abandoned both high-growth software stocks amid concerns about their slowing growth, peaking margins, and red ink. The broader rotation away from higher-growth tech stocks exacerbated that sell-off.</p>\n<p>But did investors prematurely give up on these two disruptive companies? Let's take a fresh look at both businesses to find out.</p>\n<div><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672953%2Fgettyimages-1340830191.jpg&amp;w=700&amp;op=resize\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/672953/gettyimages-1340830191.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/672953/gettyimages-1340830191.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/672953/gettyimages-1340830191.jpg&amp;w=2000&amp;op=resize 2000w\"/>\n<p>Image source: Getty Images.</p>\n</div>\n<h2>Disrupting old business routines</h2>\n<p>UiPath and DocuSign both aim to disrupt old business routines.</p>\n<p>UiPath integrates software robots into an organization's infrastructure to automate mass emails, manage inventories, process invoices, enter large amounts of data, onboard customers, and handle other repetitive tasks. These automation tools can help companies eliminate unnecessary job positions, cut costs, save time, and streamline operations. It's currently the world's largest robotic process automation (RPA) company.</p><div>\n<div>\n</div>\n</div>\n<p>DocuSign controls about 70% of the e-signature market and serves most of the Fortune 500's largest financial, healthcare, and technology companies. It also bundles those services with additional contract lifecycle management services in the DocuSign Agreement Cloud. These services can help companies streamline their operations, keep better track of their data, and cut costs by replacing legacy paper-based filing systems.</p>\n<h2>Slowing growth and lower expectations</h2>\n<p>Both companies face a similar dilemma: They generated explosive growth in the past, but they're now asking investors to brace for a slowdown.</p>\n<p>UiPath's revenue surged 81% in fiscal 2021, which ended in January of the calendar year, and grew 47% to $892.3 million in fiscal 2022. But in fiscal 2023, it expects its revenue to grow just 20%-22%.</p>\n<p>It partly attributes that slowdown to the suspension of its business in Russia and currency headwinds, which will together reduce its annual recurring revenue (ARR) by about 3% for the full year. It's also making \"prudent assumptions\" regarding the scale of its upcoming deals.</p><div>\n<div>\n</div>\n</div>\n<div><app :instrument_id=\"344297\" amount_change=\"0.59\" average_volume=\"6,685,383\" company_name=\"UiPath Inc.\" current_price=\"22.18\" daily_high=\"23.21\" daily_low=\"21.12\" exchange=\"NYSE\" fifty_two_week_high=\"90.00\" fifty_two_week_low=\"20.53\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PATH.png\" market_cap=\"$12B\" pe_ratio=\"\" percent_change=\"2.73\" quote=\"{'instrument_id': 344297, 'name': 'UiPath Inc.', 'exchange': 'NYSE', 'symbol': 'PATH', 'primary': True, 'quote_data': {'amount_change': {'Currency': 1, 'Amount': '0.59'}, 'current_price': {'Currency': 1, 'Amount': '22.18'}, 'percent_change': '2.73', 'market_cap': '$12B', 'daily_low': '21.12', 'daily_high': '23.21', 'fifty_two_week_low': '20.53', 'fifty_two_week_high': '90.00', 'volume': '58,519', 'average_volume': '6,685,383', 'pe_ratio': '', 'last_trade_date': datetime.datetime(2022, 4, 1, 20, 0)}}\" symbol=\"PATH\" volume=\"58,519\"></app></div>\n<p>DocuSign's revenue rose 49% in fiscal 2021, which also ended in January of the calendar year, and grew 45% to $2.1 billion in fiscal 2022. But in fiscal 2023, it expects its revenue to grow just 17%-18%.</p>\n<p>It mainly blames that slowdown on difficult comparisons to the pandemic-induced shift toward remote and hybrid work over the past two years. However, competition from other similar platforms, such as<strong> <a href=\"https://laohu8.com/S/ADBE\">Adobe</a></strong> Sign, could also be pulling away potential customers.</p>\n<div><app :instrument_id=\"340047\" amount_change=\"1.51\" average_volume=\"6,356,651\" company_name=\"DocuSign\" current_price=\"108.63\" daily_high=\"111.47\" daily_low=\"106.70\" exchange=\"NASDAQ\" fifty_two_week_high=\"314.76\" fifty_two_week_low=\"71.00\" logo=\"https://g.foolcdn.com/art/companylogos/mark/DOCU.png\" market_cap=\"$22B\" pe_ratio=\"\" percent_change=\"1.41\" quote=\"{'instrument_id': 340047, 'name': 'DocuSign', 'exchange': 'NASDAQ', 'symbol': 'DOCU', 'primary': False, 'quote_data': {'amount_change': {'Currency': 1, 'Amount': '1.51'}, 'current_price': {'Currency': 1, 'Amount': '108.63'}, 'percent_change': '1.41', 'market_cap': '$22B', 'daily_low': '106.70', 'daily_high': '111.47', 'fifty_two_week_low': '71.00', 'fifty_two_week_high': '314.76', 'volume': '3,650', 'average_volume': '6,356,651', 'pe_ratio': '', 'last_trade_date': datetime.datetime(2022, 4, 1, 20, 0)}}\" symbol=\"DOCU\" volume=\"3,650\"></app></div>\n<h2>Peaking gross margins</h2>\n<p>UiPath's adjusted gross margin declined from 90% in fiscal 2021 to 87% in fiscal 2022 as it ramped up its services and cloud hosting investments. It squeezed out a positive adjusted operating margin of 8% in 2022, compared to negative 4% in 2021, as it reined in its other expenses.</p>\n<p>But in 2023 it expects its adjusted operating margin to pull back to about 0.5% as it ramps up its spending again. It will also remain deeply unprofitable on a generally accepted accounting principles (GAAP) basis. On the bright side, UiPath generated a non-GAAP net profit of $45.1 million in 2022, compared to a net loss of $3.6 million in 2021.</p><div>\n<div>\n</div>\n</div>\n<p>DocuSign's adjusted gross margin expanded from 79% in fiscal 2021 to 82% in fiscal 2022, but it expects that figure to dip to 79%-81% in 2023. It also expects its adjusted operating margin, which rose eight percentage points to 20% in fiscal 2022, to decline to 16%-18% in fiscal 2023.</p>\n<p>It attributes that contraction on its expansion into lower-margin overseas markets as well as its new investments in the Agreement Cloud. The company is also unprofitable by GAAP measures, but its non-GAAP net income more than doubled to $410.9 million in fiscal 2022.</p>\n<h2>The valuations and verdict</h2>\n<p>UiPath trades at ten times this year's sales, while DocuSign trades at nine times this year's sales. Both stocks look much more reasonably valued than they did last year, but DocuSign is the better buy right now, for three reasons.</p>\n<p>First, DocuSign's core e-signature market is larger and less speculative than UiPath's niche market for RPA applications. Second, its operating margins look healthier, and its non-GAAP profits are much higher. Lastly, DocuSign's CEO made some big insider purchases earlier this year -- but UiPath's insiders haven't bought any shares over the past three months.</p>\n<p>UiPath isn't doomed, but it probably won't impress investors again until its growth accelerates and its gross margins expand again.</p>\n<div></div> \n\n          </div></body></html>","source":"fool_stock","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>Better Buy: UiPath vs. DocuSign</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\">\nBetter Buy: UiPath vs. DocuSign\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 00:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/04/better-buy-uipath-vs-docusign/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UiPath ( PATH 2.73% ) and DocuSign ( DOCU 1.41% ) burned a lot of investors over the past few months. UiPath went public at $56 last April and surged to an all-time of $85.12 the following month, but ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/04/better-buy-uipath-vs-docusign/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4539":"次新股","PATH":"UiPath"},"source_url":"https://www.fool.com/investing/2022/04/04/better-buy-uipath-vs-docusign/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224809305","content_text":"UiPath ( PATH 2.73% ) and DocuSign ( DOCU 1.41% ) burned a lot of investors over the past few months. UiPath went public at $56 last April and surged to an all-time of $85.12 the following month, but it now trades at about $22. DocuSign, which went public back in 2018, closed at an all-time high of $310.05 last September, but now trades below $110 per share.\nInvestors abandoned both high-growth software stocks amid concerns about their slowing growth, peaking margins, and red ink. The broader rotation away from higher-growth tech stocks exacerbated that sell-off.\nBut did investors prematurely give up on these two disruptive companies? Let's take a fresh look at both businesses to find out.\n\nImage source: Getty Images.\n\nDisrupting old business routines\nUiPath and DocuSign both aim to disrupt old business routines.\nUiPath integrates software robots into an organization's infrastructure to automate mass emails, manage inventories, process invoices, enter large amounts of data, onboard customers, and handle other repetitive tasks. These automation tools can help companies eliminate unnecessary job positions, cut costs, save time, and streamline operations. It's currently the world's largest robotic process automation (RPA) company.\n\n\n\nDocuSign controls about 70% of the e-signature market and serves most of the Fortune 500's largest financial, healthcare, and technology companies. It also bundles those services with additional contract lifecycle management services in the DocuSign Agreement Cloud. These services can help companies streamline their operations, keep better track of their data, and cut costs by replacing legacy paper-based filing systems.\nSlowing growth and lower expectations\nBoth companies face a similar dilemma: They generated explosive growth in the past, but they're now asking investors to brace for a slowdown.\nUiPath's revenue surged 81% in fiscal 2021, which ended in January of the calendar year, and grew 47% to $892.3 million in fiscal 2022. But in fiscal 2023, it expects its revenue to grow just 20%-22%.\nIt partly attributes that slowdown to the suspension of its business in Russia and currency headwinds, which will together reduce its annual recurring revenue (ARR) by about 3% for the full year. It's also making \"prudent assumptions\" regarding the scale of its upcoming deals.\n\n\n\n\nDocuSign's revenue rose 49% in fiscal 2021, which also ended in January of the calendar year, and grew 45% to $2.1 billion in fiscal 2022. But in fiscal 2023, it expects its revenue to grow just 17%-18%.\nIt mainly blames that slowdown on difficult comparisons to the pandemic-induced shift toward remote and hybrid work over the past two years. However, competition from other similar platforms, such as Adobe Sign, could also be pulling away potential customers.\n\nPeaking gross margins\nUiPath's adjusted gross margin declined from 90% in fiscal 2021 to 87% in fiscal 2022 as it ramped up its services and cloud hosting investments. It squeezed out a positive adjusted operating margin of 8% in 2022, compared to negative 4% in 2021, as it reined in its other expenses.\nBut in 2023 it expects its adjusted operating margin to pull back to about 0.5% as it ramps up its spending again. It will also remain deeply unprofitable on a generally accepted accounting principles (GAAP) basis. On the bright side, UiPath generated a non-GAAP net profit of $45.1 million in 2022, compared to a net loss of $3.6 million in 2021.\n\n\n\nDocuSign's adjusted gross margin expanded from 79% in fiscal 2021 to 82% in fiscal 2022, but it expects that figure to dip to 79%-81% in 2023. It also expects its adjusted operating margin, which rose eight percentage points to 20% in fiscal 2022, to decline to 16%-18% in fiscal 2023.\nIt attributes that contraction on its expansion into lower-margin overseas markets as well as its new investments in the Agreement Cloud. The company is also unprofitable by GAAP measures, but its non-GAAP net income more than doubled to $410.9 million in fiscal 2022.\nThe valuations and verdict\nUiPath trades at ten times this year's sales, while DocuSign trades at nine times this year's sales. Both stocks look much more reasonably valued than they did last year, but DocuSign is the better buy right now, for three reasons.\nFirst, DocuSign's core e-signature market is larger and less speculative than UiPath's niche market for RPA applications. Second, its operating margins look healthier, and its non-GAAP profits are much higher. Lastly, DocuSign's CEO made some big insider purchases earlier this year -- but UiPath's insiders haven't bought any shares over the past three months.\nUiPath isn't doomed, but it probably won't impress investors again until its growth accelerates and its gross margins expand again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016850137,"gmtCreate":1649169325424,"gmtModify":1676534462738,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016850137","repostId":"2224739306","repostType":2,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011670069,"gmtCreate":1648864738718,"gmtModify":1676534413785,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011670069","repostId":"2224340564","repostType":4,"repost":{"id":"2224340564","kind":"highlight","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":1648863342,"share":"https://ttm.financial/m/news/2224340564?lang=&edition=fundamental","pubTime":"2022-04-02 09:35","market":"us","language":"en","title":"Microsoft's Cloud Business Targeted by EU Antitrust Regulators","url":"https://stock-news.laohu8.com/highlight/detail?id=2224340564","media":"Reuters","summary":"(Reuters) - EU antitrust regulators are quizzing Microsoft's rivals and customers about its cloud bu","content":"<html><head></head><body><p>(Reuters) - EU antitrust regulators are quizzing Microsoft&#39;s rivals and customers about its cloud business and licensing deals, a  questionnaire seen by Reuters showed, in a move that could lead to a formal investigation and renewed scrutiny of the U.S. software company.</p><p>The European Commission has fined Microsoft a total 1.6 billion euros ($1.8 billion) in the previous decade for breaching EU antitrust rules and for not complying with its order to halt anti-competitive practices.</p><p>The company found itself on the EU competition enforcer&#39;s radar again after German software provider NextCloud, France&#39;s OVHcloud    and two other companies filed complaints about Microsoft&#39;s cloud practices.</p><p>&#34;The Commission has information that Microsoft may be using its potentially dominant position in certain software markets to foreclose competition regarding certain cloud computing services,&#34; the questionnaire said.</p><p>Regulators asked if the terms in Microsoft&#39;s licensing deals with cloud service providers allow rivals to compete effectively.</p><p>They also want to know if companies needed Microsoft&#39;s operating systems and productivity applications to complement their own cloud infrastructure offering in order to compete effectively.</p><p>Companies also were asked about the differences in license fees and commercial terms between the licensing deals with cloud service providers and another programme in which they package and  indirectly resell Microsoft&#39;s cloud services together with their own.</p><p>Another focus was potential technical limitations on cloud storage services available on companies&#39; cloud infrastructure.</p><p>&#34;We&#39;re continuously evaluating how we can best support partners and make Microsoft software available to customers across all environments, including those of other cloud providers,&#34; Microsoft said in an emailed statement.</p><p>EU antitrust chief Margrethe Vestager earlier this week said she has no concerns yet about cloud computing and cited the competition from Europe&#39;s Gaia-X initiative.</p><p>($1 = 0.9060 euros)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft's Cloud Business Targeted by EU Antitrust Regulators</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's Cloud Business Targeted by EU Antitrust Regulators\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\">2022-04-02 09:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - EU antitrust regulators are quizzing Microsoft&#39;s rivals and customers about its cloud business and licensing deals, a  questionnaire seen by Reuters showed, in a move that could lead to a formal investigation and renewed scrutiny of the U.S. software company.</p><p>The European Commission has fined Microsoft a total 1.6 billion euros ($1.8 billion) in the previous decade for breaching EU antitrust rules and for not complying with its order to halt anti-competitive practices.</p><p>The company found itself on the EU competition enforcer&#39;s radar again after German software provider NextCloud, France&#39;s OVHcloud    and two other companies filed complaints about Microsoft&#39;s cloud practices.</p><p>&#34;The Commission has information that Microsoft may be using its potentially dominant position in certain software markets to foreclose competition regarding certain cloud computing services,&#34; the questionnaire said.</p><p>Regulators asked if the terms in Microsoft&#39;s licensing deals with cloud service providers allow rivals to compete effectively.</p><p>They also want to know if companies needed Microsoft&#39;s operating systems and productivity applications to complement their own cloud infrastructure offering in order to compete effectively.</p><p>Companies also were asked about the differences in license fees and commercial terms between the licensing deals with cloud service providers and another programme in which they package and  indirectly resell Microsoft&#39;s cloud services together with their own.</p><p>Another focus was potential technical limitations on cloud storage services available on companies&#39; cloud infrastructure.</p><p>&#34;We&#39;re continuously evaluating how we can best support partners and make Microsoft software available to customers across all environments, including those of other cloud providers,&#34; Microsoft said in an emailed statement.</p><p>EU antitrust chief Margrethe Vestager earlier this week said she has no concerns yet about cloud computing and cited the competition from Europe&#39;s Gaia-X initiative.</p><p>($1 = 0.9060 euros)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4566":"资本集团","BK4525":"远程办公概念","MSFT":"微软","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4538":"云计算","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224340564","content_text":"(Reuters) - EU antitrust regulators are quizzing Microsoft's rivals and customers about its cloud business and licensing deals, a  questionnaire seen by Reuters showed, in a move that could lead to a formal investigation and renewed scrutiny of the U.S. software company.The European Commission has fined Microsoft a total 1.6 billion euros ($1.8 billion) in the previous decade for breaching EU antitrust rules and for not complying with its order to halt anti-competitive practices.The company found itself on the EU competition enforcer's radar again after German software provider NextCloud, France's OVHcloud    and two other companies filed complaints about Microsoft's cloud practices.\"The Commission has information that Microsoft may be using its potentially dominant position in certain software markets to foreclose competition regarding certain cloud computing services,\" the questionnaire said.Regulators asked if the terms in Microsoft's licensing deals with cloud service providers allow rivals to compete effectively.They also want to know if companies needed Microsoft's operating systems and productivity applications to complement their own cloud infrastructure offering in order to compete effectively.Companies also were asked about the differences in license fees and commercial terms between the licensing deals with cloud service providers and another programme in which they package and  indirectly resell Microsoft's cloud services together with their own.Another focus was potential technical limitations on cloud storage services available on companies' cloud infrastructure.\"We're continuously evaluating how we can best support partners and make Microsoft software available to customers across all environments, including those of other cloud providers,\" Microsoft said in an emailed statement.EU antitrust chief Margrethe Vestager earlier this week said she has no concerns yet about cloud computing and cited the competition from Europe's Gaia-X initiative.($1 = 0.9060 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":186909659701392,"gmtCreate":1686671660704,"gmtModify":1686671663067,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186909659701392","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015597987,"gmtCreate":1649506240489,"gmtModify":1676534522696,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015597987","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","kind":"news","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011670069,"gmtCreate":1648864738718,"gmtModify":1676534413785,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011670069","repostId":"2224340564","repostType":4,"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014369308,"gmtCreate":1649605796846,"gmtModify":1676534536931,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014369308","repostId":"1187763771","repostType":4,"repost":{"id":"1187763771","kind":"news","pubTimestamp":1649560342,"share":"https://ttm.financial/m/news/1187763771?lang=&edition=fundamental","pubTime":"2022-04-10 11:12","market":"us","language":"en","title":"Where Will Tesla Stock Be In 2030? Analyst Weighs In","url":"https://stock-news.laohu8.com/highlight/detail?id=1187763771","media":"Benzinga","summary":"Tesla, Inc.TSLAshares barely budged despite all the hype surrounding theCyber Rodeo event held this week.All the same, one analyst is confident that the stock will hit top gear and keep rising over th","content":"<html><head></head><body><p><b>Tesla, Inc.</b>TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over the next decade.</p><p><b>What Happened:</b> Tesla stock will go from a market capitalization of a little over $1 trillion currently to $10 trillion by 2030, <b>New Street Research</b> analyst <b>Pierre Ferragu</b> said in a tweet. The analyst said the Tesla growth story is slowly taking hold and the company is on track to see unprecedented scale and capture 20% of the auto market.</p><p>Ferragu, however, cautioned that his estimate is neither a forecast nor an investment recommendation, leaving it open to investors to decide for themselves.</p><p>The analyst&#39;s 2030 look ahead assumes 20 million units of vehicle sales and an average selling price of $35,000, translating to vehicle sales of $700 billion. About $1.5 billion will likely come from insurance, $35 billion-$70 billion from full-self driving software and $250 billion from energy, with real AI providing option value.</p><p>The total 2030 revenue will likely come in at $1 trillion, the analyst estimates. Applying a multiple of 8-10 times on estimated sales, the company&#39;s valuation will gallop to about $10 trillion, he added.</p><p><b>Where Will This Leave Tesla Stock:</b> Tesla&#39;s outstanding share count is currently at 1.03 billion. If the share count remains unchanged, the per-share value of Tesla would be around $9,710.</p><p>Tesla detractors and skeptical investors may debate the credibility of Ferragu&#39;s model. Nevertheless, the company is poised to see superlative growth over the coming years. Tesla, according to many sell-side analysts, is not able to keep pace with the surging demand for its vehicles.</p><p>It may now have found a solution with the two more Gigas, in Berlin and Texas, coming online. <b>Loup Fund</b> analyst <b>Gene Munster</b> expects the company to deliver 1.8 million vehicles in 2023.</p><p>Tesla closed Friday&#39;s session down 3% at $1,025.49.</p></body></html>","source":"lsy1606299360108","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>Where Will Tesla Stock Be In 2030? Analyst Weighs In</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\">\nWhere Will Tesla Stock Be In 2030? Analyst Weighs In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-10 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc.TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187763771","content_text":"Tesla, Inc.TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over the next decade.What Happened: Tesla stock will go from a market capitalization of a little over $1 trillion currently to $10 trillion by 2030, New Street Research analyst Pierre Ferragu said in a tweet. The analyst said the Tesla growth story is slowly taking hold and the company is on track to see unprecedented scale and capture 20% of the auto market.Ferragu, however, cautioned that his estimate is neither a forecast nor an investment recommendation, leaving it open to investors to decide for themselves.The analyst's 2030 look ahead assumes 20 million units of vehicle sales and an average selling price of $35,000, translating to vehicle sales of $700 billion. About $1.5 billion will likely come from insurance, $35 billion-$70 billion from full-self driving software and $250 billion from energy, with real AI providing option value.The total 2030 revenue will likely come in at $1 trillion, the analyst estimates. Applying a multiple of 8-10 times on estimated sales, the company's valuation will gallop to about $10 trillion, he added.Where Will This Leave Tesla Stock: Tesla's outstanding share count is currently at 1.03 billion. If the share count remains unchanged, the per-share value of Tesla would be around $9,710.Tesla detractors and skeptical investors may debate the credibility of Ferragu's model. Nevertheless, the company is poised to see superlative growth over the coming years. Tesla, according to many sell-side analysts, is not able to keep pace with the surging demand for its vehicles.It may now have found a solution with the two more Gigas, in Berlin and Texas, coming online. Loup Fund analyst Gene Munster expects the company to deliver 1.8 million vehicles in 2023.Tesla closed Friday's session down 3% at $1,025.49.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186538718785688,"gmtCreate":1686581113090,"gmtModify":1686581115552,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186538718785688","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016850137,"gmtCreate":1649169325424,"gmtModify":1676534462738,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016850137","repostId":"2224739306","repostType":2,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053879099,"gmtCreate":1654523029312,"gmtModify":1676535461817,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053879099","repostId":"2241710171","repostType":2,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014369999,"gmtCreate":1649605776335,"gmtModify":1676534536963,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014369999","repostId":"2225052548","repostType":2,"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012243993,"gmtCreate":1649343534414,"gmtModify":1676534495252,"author":{"id":"3585805235468059","authorId":"3585805235468059","name":"EDCH","avatar":"https://static.tigerbbs.com/16b4f88e9bde14eae5590ff8ef07aee7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585805235468059","authorIdStr":"3585805235468059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012243993","repostId":"2224809305","repostType":2,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}