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LLYeoh

LLYeoh

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2022-08-15

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@Guy:AMC Entertainment Stock News and Forecast: AMC capitalizes on soft US CPI-led risk flows

2022-08-14

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@Capital_Insights:Bridgewater Q2 Holdings: Bought Amazon, increased Google, Meta……

2022-05-22

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Uber Technologies: A Mobility Leader in the Making

2022-05-22

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Uber Technologies: A Mobility Leader in the Making

2022-05-22

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@mel18:$NIO Inc.(NIO)$it had been termed as emerging EV of China and comparable to Telsa in long run. Prices over the last few days was on the rise.Is this the sign of confidence in this company couple with the reopening scheduled for Shanghai in June?

2022-04-24

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@notiguy:is like the chase is still going on...each time Iadd some more, it will dug lower. PLTR you are in great shape, why they keep pushing your price down 😅$Palantir Technologies Inc.(PLTR)$

2021-12-27

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Micron Technology: Expect More Of These Rallies

2021-08-09

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2021-08-07

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2021-08-06

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2021-08-04

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2021-08-03

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2021-08-01

Tell me your opinion about this news...

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2021-07-31

Pls ? thanks

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2021-07-28

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2021-07-26

Please ? me thank you ?

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2021-07-25

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2021-07-24

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2021-07-24

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2021-07-24

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AMC Entertainment&nbsp;to introduce a preferred stock unit, ticker&nbsp;APE. Preferred stocks could be dilutive to shareholders but are now being issued as a bonus. Update:&nbsp;AMC stock&nbsp;<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> staged an impressive comeback from three-day lows of $20.74 and closed Wednesday 5.41Z% higher at $23.66, regaining the upside traction after falling hard earlier in the week. The meme stocks rebound firmly amid the return of risk flows after the US Consumer Price Index (CPI) data softened in July and vapored out aggressive Fed rate hike expectations. Meanwhile, the company news also underpinned the sentiment around its stock price. AMC Entertainment has declared a special prefe","listText":"AMC stock ends Wednesday up over 5% amid risk-on sentiment. AMC Entertainment&nbsp;to introduce a preferred stock unit, ticker&nbsp;APE. Preferred stocks could be dilutive to shareholders but are now being issued as a bonus. Update:&nbsp;AMC stock&nbsp;<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> staged an impressive comeback from three-day lows of $20.74 and closed Wednesday 5.41Z% higher at $23.66, regaining the upside traction after falling hard earlier in the week. The meme stocks rebound firmly amid the return of risk flows after the US Consumer Price Index (CPI) data softened in July and vapored out aggressive Fed rate hike expectations. Meanwhile, the company news also underpinned the sentiment around its stock price. AMC Entertainment has declared a special prefe","text":"AMC stock ends Wednesday up over 5% amid risk-on sentiment. AMC Entertainment to introduce a preferred stock unit, ticker APE. Preferred stocks could be dilutive to shareholders but are now being issued as a bonus. Update: AMC stock $AMC Entertainment(AMC)$ staged an impressive comeback from three-day lows of $20.74 and closed Wednesday 5.41Z% higher at $23.66, regaining the upside traction after falling hard earlier in the week. The meme stocks rebound firmly amid the return of risk flows after the US Consumer Price Index (CPI) data softened in July and vapored out aggressive Fed rate hike expectations. Meanwhile, the company news also underpinned the sentiment around its stock price. AMC Entertainment has declared a special prefe","images":[{"img":"https://community-static.tradeup.com/news/779218d9195f9e529cdc0ff68608d0b2","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999589661","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999847497,"gmtCreate":1660521483321,"gmtModify":1676533483730,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999847497","repostId":"9990378424","repostType":1,"repost":{"id":9990378424,"gmtCreate":1660299337827,"gmtModify":1676533446796,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667668165440","authorIdStr":"3527667668165440"},"themes":[],"title":"Bridgewater Q2 Holdings: Bought Amazon, increased Google, Meta……","htmlText":"#Bridgewater, the world's largest hedge fund announced its Q2 position information&nbsp;after&nbsp;stock&nbsp;market closed on Thursday, August 11.Currently Bridgewater's largest holding is <a target=\"_blank\" href=\"https://laohu8.com/S/PG\">$Procter &amp; Gamble(PG)$</a> , which holds 4.1% of Bridgewater's disclosed assets, valued at $970.2 million. It was followed by<a target=\"_blank\" href=\"https://laohu8.com/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a> at $769.1 million;&nbsp;at $751 million; SPDR S&amp;P 500 ETF Trust at $695.4 million; and The Coca-Cola Company at $680.7 million.The report submitted by Bridgewater shows that in the second quarter:Bridgewater Fund opened long positions in 116 stocks including <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>,&nbsp;","listText":"#Bridgewater, the world's largest hedge fund announced its Q2 position information&nbsp;after&nbsp;stock&nbsp;market closed on Thursday, August 11.Currently Bridgewater's largest holding is <a target=\"_blank\" href=\"https://laohu8.com/S/PG\">$Procter &amp; Gamble(PG)$</a> , which holds 4.1% of Bridgewater's disclosed assets, valued at $970.2 million. It was followed by<a target=\"_blank\" href=\"https://laohu8.com/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a> at $769.1 million;&nbsp;at $751 million; SPDR S&amp;P 500 ETF Trust at $695.4 million; and The Coca-Cola Company at $680.7 million.The report submitted by Bridgewater shows that in the second quarter:Bridgewater Fund opened long positions in 116 stocks including <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>,&nbsp;","text":"#Bridgewater, the world's largest hedge fund announced its Q2 position information after stock market closed on Thursday, August 11.Currently Bridgewater's largest holding is $Procter & Gamble(PG)$ , which holds 4.1% of Bridgewater's disclosed assets, valued at $970.2 million. It was followed by$Johnson & Johnson(JNJ)$ at $769.1 million; at $751 million; SPDR S&P 500 ETF Trust at $695.4 million; and The Coca-Cola Company at $680.7 million.The report submitted by Bridgewater shows that in the second quarter:Bridgewater Fund opened long positions in 116 stocks including $Amazon.com(AMZN)$,","images":[{"img":"https://community-static.tradeup.com/news/39f315ab81dc014edba6802257551c70","width":"596","height":"673"},{"img":"https://community-static.tradeup.com/news/d26a0e046ddc6366e850e18528e7ff2b","width":"1024","height":"406"},{"img":"https://community-static.tradeup.com/news/32ca1d91f879b85c18216146ba351ab4","width":"1134","height":"424"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990378424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028216184,"gmtCreate":1653232436248,"gmtModify":1676535243710,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028216184","repostId":"1130012004","repostType":4,"repost":{"id":"1130012004","kind":"news","pubTimestamp":1653206400,"share":"https://ttm.financial/m/news/1130012004?lang=&edition=full_marsco","pubTime":"2022-05-22 16:00","market":"us","language":"en","title":"Uber Technologies: A Mobility Leader in the Making","url":"https://stock-news.laohu8.com/highlight/detail?id=1130012004","media":"TipRanks","summary":"Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the larges","content":"<div>\n<p>Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Uber Technologies: A Mobility Leader in the Making</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\">\nUber Technologies: A Mobility Leader in the Making\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130012004","content_text":"Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a presence in more than 80 countries across the world including the United States, Canada, Latin America, Europe, the Middle East and Asia (excluding China). The company went public in May 2019 at an IPO price of $45 per share, although since then, Uber shares have come under pressure for various reasons including the firm’s lack of profitability, regulatory conflicts, and the COVID-19-induced drop in mobility.In addition to ridesharing services, Uber also offers meal delivery through Uber Eats, which was its saving grace at the height of 2020’s pandemic fears. The company further expanded the Uber Eats segment following the acquisition of Postmates in December of that year.Despite many promising developments, Uber has failed to become profitable, which is the main reason behind the lackluster performance of it’s stock in the last couple of years. On May 16, the company unveiled several new features to penetrate new markets and grow, and these new features might help the company make progress toward achieving profitability in the future.I am bullish on Uber as the company seems to have what it takes to dominate the multi-billion-dollar ridesharing industry in the long run, creating ample opportunities to become profitable.New Products to Unlock Growth OpportunitiesUber unveiled a suite of new products and services at the Go/Get virtual event held on May 16. The new offerings are being introduced at the right time, with the final travel restrictions being lifted after two years of instability, as well as seasonal summer trends ramping up.The company unveiled a charter transportation facility that allows a user to book a bus, passenger van, or a coach. The new initiative is brought to users through a partnership with U.S. Coach Ways, and will be launched across the U.S. by the upcoming summer. A trip itinerary feature was also launched, which is expected to come in handy when booking rides for an extended journey, such as a vacation. Both these new features are categorized under the Uber Travel tab.Users will be required to connect their Gmail accounts to the app to seamlessly use the new feature to book rides for a specific segment of their journey. This feature also enables alterations to the itinerary in case of an abrupt change of plans. Via reservation information, Uber is capable of organizing flights and hotels/restaurants. Additionally, Uber Travel users will receive a 10% cash back for each reserved ride.Another exciting new feature is the option to order food through Uber Eats to select stadiums across the country. This will include large markets like Yankee Stadium in New York, Capital One Arena in Washington D.C., and Dodger Stadium in California.In line with the company’s commitment to achieving the zero-emission target by 2040, Uber is launching an EV Hub for drivers to obtain information and compare the cost of ownership of an EV with a fossil fuel-powered vehicle. The Uber Comfort Electric option will be available for users who wish to ride in premium EVs, such as Tesla and Polestar, in selected cities including Los Angeles, San Francisco, San Diego, and Dubai.The Long-Term Outlook is PromisingUber’s business strategy is centered around dominating the global ridesharing industry, then later focusing on generating profits by leveraging its market-leading position. To achieve this objective, the company will have to continue sacrificing profits in the short run, which might not bode well with every investor.Strategically, Uber is moving in the right direction by focusing on expanding its scale. The acquisition of Postmates to strengthen the Uber Eats segment, the acquisition of Drizzly Inc. to penetrate the alcohol delivery market, and the acquisition of Transplace to gain exposure to the freight industry are a few recent examples of how Uber is expanding its wings across the entire transportation spectrum.According to Mordor Intelligence, the global ridesharing industry will grow at a stellar CAGR of 17.32% through 2026, giving leading companies in this space ample room to grow. Uber, in the long run, is likely to enjoy competitive advantages resulting from its scale and the network effect – a phenomenon where the value of the platform increases along with the number of users on the platform.There are more than five million Uber drivers globally, substantially higher than any other ridesharing platform, and this scale will attract more riders and drivers to the platform in the coming years.Wall Street’s TakeBased on the ratings of 27 Wall Street analysts offering 12-month price targets, the average Uber price target is $50.81, which implies upside of 117.6% from the current market price. The recent decline in the stock price has created a wide margin of safety when investing in Uber.TakeawayUber is currently facing a few challenges, including intensifying competition in key markets, geopolitical tensions, and macroeconomic uncertainty. However, the company seems well-positioned to grow because of its massive scale and the innovative solutions unveiled recently to tap into new growth opportunities. If Uber can thwart the threat of competition in the long run, profits are likely to follow, and the stock price of the company could likely see upside as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028216931,"gmtCreate":1653232416323,"gmtModify":1676535243749,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9028216931","repostId":"1130012004","repostType":4,"repost":{"id":"1130012004","kind":"news","pubTimestamp":1653206400,"share":"https://ttm.financial/m/news/1130012004?lang=&edition=full_marsco","pubTime":"2022-05-22 16:00","market":"us","language":"en","title":"Uber Technologies: A Mobility Leader in the Making","url":"https://stock-news.laohu8.com/highlight/detail?id=1130012004","media":"TipRanks","summary":"Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the larges","content":"<div>\n<p>Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Uber Technologies: A Mobility Leader in the Making</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\">\nUber Technologies: A Mobility Leader in the Making\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130012004","content_text":"Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a presence in more than 80 countries across the world including the United States, Canada, Latin America, Europe, the Middle East and Asia (excluding China). The company went public in May 2019 at an IPO price of $45 per share, although since then, Uber shares have come under pressure for various reasons including the firm’s lack of profitability, regulatory conflicts, and the COVID-19-induced drop in mobility.In addition to ridesharing services, Uber also offers meal delivery through Uber Eats, which was its saving grace at the height of 2020’s pandemic fears. The company further expanded the Uber Eats segment following the acquisition of Postmates in December of that year.Despite many promising developments, Uber has failed to become profitable, which is the main reason behind the lackluster performance of it’s stock in the last couple of years. On May 16, the company unveiled several new features to penetrate new markets and grow, and these new features might help the company make progress toward achieving profitability in the future.I am bullish on Uber as the company seems to have what it takes to dominate the multi-billion-dollar ridesharing industry in the long run, creating ample opportunities to become profitable.New Products to Unlock Growth OpportunitiesUber unveiled a suite of new products and services at the Go/Get virtual event held on May 16. The new offerings are being introduced at the right time, with the final travel restrictions being lifted after two years of instability, as well as seasonal summer trends ramping up.The company unveiled a charter transportation facility that allows a user to book a bus, passenger van, or a coach. The new initiative is brought to users through a partnership with U.S. Coach Ways, and will be launched across the U.S. by the upcoming summer. A trip itinerary feature was also launched, which is expected to come in handy when booking rides for an extended journey, such as a vacation. Both these new features are categorized under the Uber Travel tab.Users will be required to connect their Gmail accounts to the app to seamlessly use the new feature to book rides for a specific segment of their journey. This feature also enables alterations to the itinerary in case of an abrupt change of plans. Via reservation information, Uber is capable of organizing flights and hotels/restaurants. Additionally, Uber Travel users will receive a 10% cash back for each reserved ride.Another exciting new feature is the option to order food through Uber Eats to select stadiums across the country. This will include large markets like Yankee Stadium in New York, Capital One Arena in Washington D.C., and Dodger Stadium in California.In line with the company’s commitment to achieving the zero-emission target by 2040, Uber is launching an EV Hub for drivers to obtain information and compare the cost of ownership of an EV with a fossil fuel-powered vehicle. The Uber Comfort Electric option will be available for users who wish to ride in premium EVs, such as Tesla and Polestar, in selected cities including Los Angeles, San Francisco, San Diego, and Dubai.The Long-Term Outlook is PromisingUber’s business strategy is centered around dominating the global ridesharing industry, then later focusing on generating profits by leveraging its market-leading position. To achieve this objective, the company will have to continue sacrificing profits in the short run, which might not bode well with every investor.Strategically, Uber is moving in the right direction by focusing on expanding its scale. The acquisition of Postmates to strengthen the Uber Eats segment, the acquisition of Drizzly Inc. to penetrate the alcohol delivery market, and the acquisition of Transplace to gain exposure to the freight industry are a few recent examples of how Uber is expanding its wings across the entire transportation spectrum.According to Mordor Intelligence, the global ridesharing industry will grow at a stellar CAGR of 17.32% through 2026, giving leading companies in this space ample room to grow. Uber, in the long run, is likely to enjoy competitive advantages resulting from its scale and the network effect – a phenomenon where the value of the platform increases along with the number of users on the platform.There are more than five million Uber drivers globally, substantially higher than any other ridesharing platform, and this scale will attract more riders and drivers to the platform in the coming years.Wall Street’s TakeBased on the ratings of 27 Wall Street analysts offering 12-month price targets, the average Uber price target is $50.81, which implies upside of 117.6% from the current market price. The recent decline in the stock price has created a wide margin of safety when investing in Uber.TakeawayUber is currently facing a few challenges, including intensifying competition in key markets, geopolitical tensions, and macroeconomic uncertainty. However, the company seems well-positioned to grow because of its massive scale and the innovative solutions unveiled recently to tap into new growth opportunities. If Uber can thwart the threat of competition in the long run, profits are likely to follow, and the stock price of the company could likely see upside as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028218303,"gmtCreate":1653232273502,"gmtModify":1676535243685,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028218303","repostId":"9028359270","repostType":1,"repost":{"id":9028359270,"gmtCreate":1653179057190,"gmtModify":1676535233898,"author":{"id":"4097201280076440","authorId":"4097201280076440","name":"mel18","avatar":"https://community-static.tradeup.com/news/cb8392cdbd4f593469aed779f484434a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097201280076440","authorIdStr":"4097201280076440"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>it had been termed as emerging EV of China and comparable to Telsa in long run. Prices over the last few days was on the rise.Is this the sign of confidence in this company couple with the reopening scheduled for Shanghai in June?","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>it had been termed as emerging EV of China and comparable to Telsa in long run. Prices over the last few days was on the rise.Is this the sign of confidence in this company couple with the reopening scheduled for Shanghai in June?","text":"$NIO Inc.(NIO)$it had been termed as emerging EV of China and comparable to Telsa in long run. Prices over the last few days was on the rise.Is this the sign of confidence in this company couple with the reopening scheduled for Shanghai in June?","images":[{"img":"https://community-static.tradeup.com/news/50d05afbbb964ded668e2a2064ca9d15","width":"1080","height":"3367"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028359270","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084334290,"gmtCreate":1650809573205,"gmtModify":1676534796328,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084334290","repostId":"9084339552","repostType":1,"repost":{"id":9084339552,"gmtCreate":1650808565704,"gmtModify":1676534796185,"author":{"id":"3567163610494626","authorId":"3567163610494626","name":"notiguy","avatar":"https://community-static.tradeup.com/news/36d272e85911463acf38195ba69ec22c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567163610494626","authorIdStr":"3567163610494626"},"themes":[],"htmlText":"is like the chase is still going on...each time Iadd some more, it will dug lower. PLTR you are in great shape, why they keep pushing your price down 😅<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","listText":"is like the chase is still going on...each time Iadd some more, it will dug lower. PLTR you are in great shape, why they keep pushing your price down 😅<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","text":"is like the chase is still going on...each time Iadd some more, it will dug lower. PLTR you are in great shape, why they keep pushing your price down 😅$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/a78b24275b5761b733887dd1a1bc3ddf","width":"750","height":"2688"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084339552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009883189,"gmtCreate":1640610259418,"gmtModify":1676533528792,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9009883189","repostId":"1168370421","repostType":4,"repost":{"id":"1168370421","kind":"news","pubTimestamp":1640607614,"share":"https://ttm.financial/m/news/1168370421?lang=&edition=full_marsco","pubTime":"2021-12-27 20:20","market":"us","language":"en","title":"Micron Technology: Expect More Of These Rallies","url":"https://stock-news.laohu8.com/highlight/detail?id=1168370421","media":"Seeking Alpha","summary":"Summary\n\nMicron Technology stock recently rallied 10.5% in a single day.\nThe rally was probably due ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Micron Technology stock recently rallied 10.5% in a single day.</li>\n <li>The rally was probably due to a stellar earnings release the company put out the day before.</li>\n <li>Most likely, Micron will see continued upside, as demand for its products is only growing.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cccfdfe04ca23523841d6775bbb072\" tg-width=\"1536\" tg-height=\"1075\" width=\"100%\" height=\"auto\"><span>Georgijevic/E+ via Getty Images</span></p>\n<p><b>Micron Technology</b>(MU) stock went on a pronounced rally Tuesday, rising 10.5% in a single trading day. It rallied another 5% on Thursday, leading to 15.66% gains for the week. The rally came immediately after a strong earnings release that beat on both revenue and profit. For the quarter, revenue came in at $7.69 billion (beat by $10 million) and EPS came in at $2.16 (beat by $0.02). The growth in EPS was impressive because it showed that the previous quarter’s stunning growth was no fluke.</p>\n<p>For the&nbsp;fourth quarter, Micron grew revenue by 37% and earnings by 175% year-over-year. It was an incredible achievement, one that few saw the company replicating. Fortunately, it did, with very similar results for the first quarter of fiscal 2022. Micron’s first quarter revenue growth was nearly as strong as its fourth quarter growth, and its earnings growth was actually slightly better, coming in at a whopping 177%.</p>\n<p>Clearly, Micron has put a couple of great quarters behind it. Both the fourth and first quarters saw triple-digit growth in earnings, and the outlook was strong as well. The company forecast 20% growth in DRAM demand and 30% growth in demand for NAND. It expected its shipment growth for each category to be in-line with industry growth. It follows from this that Micron expects revenue growth between 20% and 30% assuming no price increases.</p>\n<p>It’s a pretty rosy picture. And some investors believe that this is only the beginning. Legendary value investors like Li Lu and Mohnish Pabrai are betting heavily on Micron, believing that the memory sector is undervalued. Indeed, it is, if Micron is any indication. The stock trades at just 12 times earnings even after Tuesday’s monster rally. By the standards of tech stocks, it’s super cheap. And it’s one of the few ways you can get exposure to the memory industry on its own, with no other tech stuff packaged in.<b>Samsung</b>(OTC:SSNLF) is the biggest memory player, but it’s not a pure play. SK Hynix (OTC:HXSCF) is a pure play and has&nbsp;multiples similar to Micron’s, with&nbsp;similar growth as well. That leaves us with basically two pure play memory stocks to choose from. And they’re both very cheap. So if you’re looking for dirt-cheap tech plays, memory is where you want to be.</p>\n<p>Micron is well positioned in the memory industry. It proved its mettle by withstanding the loss of Huawei’s business after the U.S. banned chip exports to China, coming back from the ordeal with a strong balance sheet. After seeing its&nbsp;revenue dip 8% in 2020,Micron is back to strong year-over-year growth, not only compared to 2020 but compared to 2019 as well. It looks like everything is full steam ahead for Micron. Accordingly I will develop a bullish thesis on the stock in this article, arguing that its unique mix of growth and value characteristics makes it a worthy buy.</p>\n<p><b>Memory Industry Factors</b></p>\n<p>Before looking at MU’s own fundamentals we need to look at the industry the company operates in. Micron forecasts that its growth will follow industry trends, so we need to know what the memory industry looks like.</p>\n<p>The DRAM industry is basically an oligopoly between Micron, Samsung and SK Hynix. According to&nbsp;Statista, Samsung leads with 42%, SK Hynix is in second with 29%, and Micron is in third with 23%. There are other players but their market share is too small to be worth mentioning, the largest of them having 3.3%. The picture is a little different for NAND flash storage, with&nbsp;more major players, but Micron has a healthy 10% share there, too.</p>\n<p>So, Micron is a top player in the memory industry. It’s not #1, but it is one of the top two pure plays in the space. Its strong position in the industry isn’t disputed. The question is whether the industry’s own prospects are strong.</p>\n<p>Micron, unsurprisingly, thinks that they are. In addition to forecasting 20%-30% growth in its verticals, the company also expects long-term CAGR growth ranging from the mid-teens to 30%. That would be great news if it materialized. With that said, you’d expect a company to say that its industry is strong. So we might want to look at some third-party opinions here.</p>\n<p>The market research firm Verified Market Research&nbsp;expects the DRAM industry to grow at 8.7%. This is a little over half Micron’s internal forecast for DRAM demand. At 8.7% CAGR growth Micron would be growing slower than it is now, although that isn’t bad growth for a stock with a P/E of 11. Many bank stocks are more expensive than that and 8.7% revenue growth is a banner year for a bank.</p>\n<p>As for NAND, I was able to find forecasts anywhere from 11% CAGR (Mordor Intelligence) to 22% (Valuates Reports). Again these don’t match Micron’s rosy forecasts, but are pretty optimistic themselves. Barely anybody is expecting the memory industry to decline, and most organizations are forecasting double digit growth. This makes sense when you consider who these companies serve. In addition to producing sticks of RAM and SD cards/personal SSDs for consumers, they also produce:</p>\n<ul>\n <li><p>RAM for 5G smartphones.</p></li>\n <li><p>SSDs for data centers.</p></li>\n <li><p>Components for computer manufacturers.</p></li>\n</ul>\n<p>These are all strong growth sectors. Smartphone growth didslow down a bit from 2018 to 2020, but picked up again in 2021. Cloud computing is currently a huge growth driver for pretty much all of the companies in the space.<b>Amazon</b>(AMZN),<b>Microsoft</b>(MSFT) and&nbsp;<b>Alphabet</b>(GOOG) (GOOGL) are all seeing&nbsp;high double-digit growth in their cloud businesses. Companies like&nbsp;<b>Meta Platforms</b>(FB), which don’t operate cloud businesses, nevertheless rely heavily on data centers to run their own services. So there is massive and growing demand for DRAM and NAND from internet companies.</p>\n<p>What all this means is that powerful industry forces are driving the increase in demand for memory. It’s not just that the industry itself is growing, but the much larger industries it sells to are growing. This means there’s a basis for thinking that the memory industry’s strong growth will continue. As long as smartphones remain popular and data centers remain necessary, there’ll be a need for memory. And Micron is one of the three leading companies supplying it.</p>\n<p><b>Financials and Valuation</b></p>\n<p>Having looked at Micron’s industry position, we can now turn to its financials and valuation.</p>\n<p>Micron Technology is, broadly, a highly profitable, fast-growing business with an attractive valuation. It’s one of the few stocks I’ve come across that scores ‘A’ or higher on four of Seeking Alpha Quant’s factors (growth, profitability, momentum and valuation), and a quick glance at the company’s financials shows why that’s the case.</p>\n<p>First, let’s look at earnings for the most recent quarter. In the first quarter, Micron delivered:</p>\n<ul>\n <li><p>$7.68 billion in revenue, up 33% year over year (but down 7% sequentially).</p></li>\n <li><p>$2.6 billion in operating income, up 203% year-over-year.</p></li>\n <li><p>Net income: $2.3 billion, up 176% year-over-year.</p></li>\n <li><p>Diluted EPS: $2.16, up 176% year-over-year.</p></li>\n <li><p>Cash from operations: $3.9 billion, up 100% year-over-year.</p></li>\n</ul>\n<p>These were pretty solid results. Not only was the growth strong, the profitability was strong as well. $2.6 billion in earnings on $7.6 billion in revenue gives us a 33% net margin. Extremely high. The company had $45 billion in equity for the period. That produces a somewhat unimpressive return on equity of 5.77%, althoughSeeking Alpha Quantshows a healthy 17% ROE for the full trailing 12 month period. So we’ve got decent earnings and profitability in the most recent period.</p>\n<p>The same holds true for the last five years as well. For the past five years, MU’s CAGR growth rates in select metrics have been:</p>\n<ul>\n <li><p>18% in revenue.</p></li>\n <li><p>90% in operating income.</p></li>\n <li><p>118% in ROE.</p></li>\n</ul>\n<p>Unfortunately we can’t do the five-year CAGR calculation for net income or EPS because those figures were&nbsp;negative in 2016. However, if we start from 2015 and do a six year CAGR calculation, we get 16% six-year CAGR growth in EPS. Not quite as strong as the most recent quarter, but still very strong.</p>\n<p>So we’ve got very strong financials and growth from Micron. One strike the company has against it is earnings volatility. As you’ll note from above, earnings were negative in 2016. Also, they hit a peak in 2018 and then declined in 2019 and again in 2020–mostly due to the loss of Huawei. This is all reflected in the stock’s price history: it’s&nbsp;more volatile than average, with a 1.15 beta coefficient. Put simply, the stock isn’t for the faint of heart. Micron’s earnings have swung up and down dramatically throughout its history and that isn’t stopping any time soon. RAM prices arevery volatile, subject to massive booms and bust. This is part of RAM’s&nbsp;status as a commodity: companies buy it up in bulk from all suppliers and often stop buying when they have too much. This leads prices to go up and down as orders abruptly start and stop. Much like oil or coal, companies are sometimes just sitting on too much RAM to buy more.</p>\n<p>With all that said, these factors are well priced into Micron’s stock. At today’s prices, Micron trades at 12 times adjusted earnings, 14.6 times GAAP earnings, 3.57 times sales, 2.3 times book value and 7.3 times operating cash flow. These are basically dirt cheap multiples for a high-growth tech stock. And while a company like Micron can’t count on steadily climbing earnings that never dip, it should keep delivering more value to shareholders as demand for phones, data centers and laptops grows.</p>\n<p><b>The Bottom Line</b></p>\n<p>Micron Technology’s 15.6% one-week rally was no fluke. It was the expected result of a cheap stock well positioned to profit off of current tech trends, beating on earnings while having low multiples. As of December 2021, demand for DRAM and NAND flash is expected to keep growing. Whether Micron’s internal 20%-30% forecast will be hit remains to be seen, but even more modest forecasts call for growth in the 10%+ range. So, Micron’s business should continue to grow from here. Earnings growth will of course slow from the recent 175%, but it should remain strong for at least a few years.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology: Expect More Of These Rallies</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\">\nMicron Technology: Expect More Of These Rallies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 20:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476781-micron-technology-expect-more-of-these-rallies><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMicron Technology stock recently rallied 10.5% in a single day.\nThe rally was probably due to a stellar earnings release the company put out the day before.\nMost likely, Micron will see ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476781-micron-technology-expect-more-of-these-rallies\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4476781-micron-technology-expect-more-of-these-rallies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168370421","content_text":"Summary\n\nMicron Technology stock recently rallied 10.5% in a single day.\nThe rally was probably due to a stellar earnings release the company put out the day before.\nMost likely, Micron will see continued upside, as demand for its products is only growing.\n\nGeorgijevic/E+ via Getty Images\nMicron Technology(MU) stock went on a pronounced rally Tuesday, rising 10.5% in a single trading day. It rallied another 5% on Thursday, leading to 15.66% gains for the week. The rally came immediately after a strong earnings release that beat on both revenue and profit. For the quarter, revenue came in at $7.69 billion (beat by $10 million) and EPS came in at $2.16 (beat by $0.02). The growth in EPS was impressive because it showed that the previous quarter’s stunning growth was no fluke.\nFor the fourth quarter, Micron grew revenue by 37% and earnings by 175% year-over-year. It was an incredible achievement, one that few saw the company replicating. Fortunately, it did, with very similar results for the first quarter of fiscal 2022. Micron’s first quarter revenue growth was nearly as strong as its fourth quarter growth, and its earnings growth was actually slightly better, coming in at a whopping 177%.\nClearly, Micron has put a couple of great quarters behind it. Both the fourth and first quarters saw triple-digit growth in earnings, and the outlook was strong as well. The company forecast 20% growth in DRAM demand and 30% growth in demand for NAND. It expected its shipment growth for each category to be in-line with industry growth. It follows from this that Micron expects revenue growth between 20% and 30% assuming no price increases.\nIt’s a pretty rosy picture. And some investors believe that this is only the beginning. Legendary value investors like Li Lu and Mohnish Pabrai are betting heavily on Micron, believing that the memory sector is undervalued. Indeed, it is, if Micron is any indication. The stock trades at just 12 times earnings even after Tuesday’s monster rally. By the standards of tech stocks, it’s super cheap. And it’s one of the few ways you can get exposure to the memory industry on its own, with no other tech stuff packaged in.Samsung(OTC:SSNLF) is the biggest memory player, but it’s not a pure play. SK Hynix (OTC:HXSCF) is a pure play and has multiples similar to Micron’s, with similar growth as well. That leaves us with basically two pure play memory stocks to choose from. And they’re both very cheap. So if you’re looking for dirt-cheap tech plays, memory is where you want to be.\nMicron is well positioned in the memory industry. It proved its mettle by withstanding the loss of Huawei’s business after the U.S. banned chip exports to China, coming back from the ordeal with a strong balance sheet. After seeing its revenue dip 8% in 2020,Micron is back to strong year-over-year growth, not only compared to 2020 but compared to 2019 as well. It looks like everything is full steam ahead for Micron. Accordingly I will develop a bullish thesis on the stock in this article, arguing that its unique mix of growth and value characteristics makes it a worthy buy.\nMemory Industry Factors\nBefore looking at MU’s own fundamentals we need to look at the industry the company operates in. Micron forecasts that its growth will follow industry trends, so we need to know what the memory industry looks like.\nThe DRAM industry is basically an oligopoly between Micron, Samsung and SK Hynix. According to Statista, Samsung leads with 42%, SK Hynix is in second with 29%, and Micron is in third with 23%. There are other players but their market share is too small to be worth mentioning, the largest of them having 3.3%. The picture is a little different for NAND flash storage, with more major players, but Micron has a healthy 10% share there, too.\nSo, Micron is a top player in the memory industry. It’s not #1, but it is one of the top two pure plays in the space. Its strong position in the industry isn’t disputed. The question is whether the industry’s own prospects are strong.\nMicron, unsurprisingly, thinks that they are. In addition to forecasting 20%-30% growth in its verticals, the company also expects long-term CAGR growth ranging from the mid-teens to 30%. That would be great news if it materialized. With that said, you’d expect a company to say that its industry is strong. So we might want to look at some third-party opinions here.\nThe market research firm Verified Market Research expects the DRAM industry to grow at 8.7%. This is a little over half Micron’s internal forecast for DRAM demand. At 8.7% CAGR growth Micron would be growing slower than it is now, although that isn’t bad growth for a stock with a P/E of 11. Many bank stocks are more expensive than that and 8.7% revenue growth is a banner year for a bank.\nAs for NAND, I was able to find forecasts anywhere from 11% CAGR (Mordor Intelligence) to 22% (Valuates Reports). Again these don’t match Micron’s rosy forecasts, but are pretty optimistic themselves. Barely anybody is expecting the memory industry to decline, and most organizations are forecasting double digit growth. This makes sense when you consider who these companies serve. In addition to producing sticks of RAM and SD cards/personal SSDs for consumers, they also produce:\n\nRAM for 5G smartphones.\nSSDs for data centers.\nComponents for computer manufacturers.\n\nThese are all strong growth sectors. Smartphone growth didslow down a bit from 2018 to 2020, but picked up again in 2021. Cloud computing is currently a huge growth driver for pretty much all of the companies in the space.Amazon(AMZN),Microsoft(MSFT) and Alphabet(GOOG) (GOOGL) are all seeing high double-digit growth in their cloud businesses. Companies like Meta Platforms(FB), which don’t operate cloud businesses, nevertheless rely heavily on data centers to run their own services. So there is massive and growing demand for DRAM and NAND from internet companies.\nWhat all this means is that powerful industry forces are driving the increase in demand for memory. It’s not just that the industry itself is growing, but the much larger industries it sells to are growing. This means there’s a basis for thinking that the memory industry’s strong growth will continue. As long as smartphones remain popular and data centers remain necessary, there’ll be a need for memory. And Micron is one of the three leading companies supplying it.\nFinancials and Valuation\nHaving looked at Micron’s industry position, we can now turn to its financials and valuation.\nMicron Technology is, broadly, a highly profitable, fast-growing business with an attractive valuation. It’s one of the few stocks I’ve come across that scores ‘A’ or higher on four of Seeking Alpha Quant’s factors (growth, profitability, momentum and valuation), and a quick glance at the company’s financials shows why that’s the case.\nFirst, let’s look at earnings for the most recent quarter. In the first quarter, Micron delivered:\n\n$7.68 billion in revenue, up 33% year over year (but down 7% sequentially).\n$2.6 billion in operating income, up 203% year-over-year.\nNet income: $2.3 billion, up 176% year-over-year.\nDiluted EPS: $2.16, up 176% year-over-year.\nCash from operations: $3.9 billion, up 100% year-over-year.\n\nThese were pretty solid results. Not only was the growth strong, the profitability was strong as well. $2.6 billion in earnings on $7.6 billion in revenue gives us a 33% net margin. Extremely high. The company had $45 billion in equity for the period. That produces a somewhat unimpressive return on equity of 5.77%, althoughSeeking Alpha Quantshows a healthy 17% ROE for the full trailing 12 month period. So we’ve got decent earnings and profitability in the most recent period.\nThe same holds true for the last five years as well. For the past five years, MU’s CAGR growth rates in select metrics have been:\n\n18% in revenue.\n90% in operating income.\n118% in ROE.\n\nUnfortunately we can’t do the five-year CAGR calculation for net income or EPS because those figures were negative in 2016. However, if we start from 2015 and do a six year CAGR calculation, we get 16% six-year CAGR growth in EPS. Not quite as strong as the most recent quarter, but still very strong.\nSo we’ve got very strong financials and growth from Micron. One strike the company has against it is earnings volatility. As you’ll note from above, earnings were negative in 2016. Also, they hit a peak in 2018 and then declined in 2019 and again in 2020–mostly due to the loss of Huawei. This is all reflected in the stock’s price history: it’s more volatile than average, with a 1.15 beta coefficient. Put simply, the stock isn’t for the faint of heart. Micron’s earnings have swung up and down dramatically throughout its history and that isn’t stopping any time soon. RAM prices arevery volatile, subject to massive booms and bust. This is part of RAM’s status as a commodity: companies buy it up in bulk from all suppliers and often stop buying when they have too much. This leads prices to go up and down as orders abruptly start and stop. Much like oil or coal, companies are sometimes just sitting on too much RAM to buy more.\nWith all that said, these factors are well priced into Micron’s stock. At today’s prices, Micron trades at 12 times adjusted earnings, 14.6 times GAAP earnings, 3.57 times sales, 2.3 times book value and 7.3 times operating cash flow. These are basically dirt cheap multiples for a high-growth tech stock. And while a company like Micron can’t count on steadily climbing earnings that never dip, it should keep delivering more value to shareholders as demand for phones, data centers and laptops grows.\nThe Bottom Line\nMicron Technology’s 15.6% one-week rally was no fluke. It was the expected result of a cheap stock well positioned to profit off of current tech trends, beating on earnings while having low multiples. As of December 2021, demand for DRAM and NAND flash is expected to keep growing. Whether Micron’s internal 20%-30% forecast will be hit remains to be seen, but even more modest forecasts call for growth in the 10%+ range. So, Micron’s business should continue to grow from here. Earnings growth will of course slow from the recent 175%, but it should remain strong for at least a few years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896010701,"gmtCreate":1628531744303,"gmtModify":1703507696595,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[{"img":"https://static.tigerbbs.com/fd8445ce221b5f203aa85499752480f1","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/896010701","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":891151434,"gmtCreate":1628353363328,"gmtModify":1703505359627,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891151434","repostId":"2157492839","repostType":4,"isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893983207,"gmtCreate":1628229302909,"gmtModify":1703503581922,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/893983207","repostId":"1111773166","repostType":4,"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807792089,"gmtCreate":1628055680941,"gmtModify":1703500394360,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807792089","repostId":"1162890450","repostType":4,"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807966279,"gmtCreate":1627997456091,"gmtModify":1703499325650,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807966279","repostId":"1126095878","repostType":4,"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802537270,"gmtCreate":1627787177490,"gmtModify":1703495863907,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Tell 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? me thank you ?&nbsp;","listText":"Please ? me thank you ?&nbsp;","text":"Please ? me thank you 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thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/179295646","repostId":"2152168563","repostType":4,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179295203,"gmtCreate":1626529591702,"gmtModify":1703761490239,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/179295203","repostId":"2152168563","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009883189,"gmtCreate":1640610259418,"gmtModify":1676533528792,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9009883189","repostId":"1168370421","repostType":4,"repost":{"id":"1168370421","kind":"news","pubTimestamp":1640607614,"share":"https://ttm.financial/m/news/1168370421?lang=&edition=full_marsco","pubTime":"2021-12-27 20:20","market":"us","language":"en","title":"Micron Technology: Expect More Of These Rallies","url":"https://stock-news.laohu8.com/highlight/detail?id=1168370421","media":"Seeking Alpha","summary":"Summary\n\nMicron Technology stock recently rallied 10.5% in a single day.\nThe rally was probably due ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Micron Technology stock recently rallied 10.5% in a single day.</li>\n <li>The rally was probably due to a stellar earnings release the company put out the day before.</li>\n <li>Most likely, Micron will see continued upside, as demand for its products is only growing.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cccfdfe04ca23523841d6775bbb072\" tg-width=\"1536\" tg-height=\"1075\" width=\"100%\" height=\"auto\"><span>Georgijevic/E+ via Getty Images</span></p>\n<p><b>Micron Technology</b>(MU) stock went on a pronounced rally Tuesday, rising 10.5% in a single trading day. It rallied another 5% on Thursday, leading to 15.66% gains for the week. The rally came immediately after a strong earnings release that beat on both revenue and profit. For the quarter, revenue came in at $7.69 billion (beat by $10 million) and EPS came in at $2.16 (beat by $0.02). The growth in EPS was impressive because it showed that the previous quarter’s stunning growth was no fluke.</p>\n<p>For the&nbsp;fourth quarter, Micron grew revenue by 37% and earnings by 175% year-over-year. It was an incredible achievement, one that few saw the company replicating. Fortunately, it did, with very similar results for the first quarter of fiscal 2022. Micron’s first quarter revenue growth was nearly as strong as its fourth quarter growth, and its earnings growth was actually slightly better, coming in at a whopping 177%.</p>\n<p>Clearly, Micron has put a couple of great quarters behind it. Both the fourth and first quarters saw triple-digit growth in earnings, and the outlook was strong as well. The company forecast 20% growth in DRAM demand and 30% growth in demand for NAND. It expected its shipment growth for each category to be in-line with industry growth. It follows from this that Micron expects revenue growth between 20% and 30% assuming no price increases.</p>\n<p>It’s a pretty rosy picture. And some investors believe that this is only the beginning. Legendary value investors like Li Lu and Mohnish Pabrai are betting heavily on Micron, believing that the memory sector is undervalued. Indeed, it is, if Micron is any indication. The stock trades at just 12 times earnings even after Tuesday’s monster rally. By the standards of tech stocks, it’s super cheap. And it’s one of the few ways you can get exposure to the memory industry on its own, with no other tech stuff packaged in.<b>Samsung</b>(OTC:SSNLF) is the biggest memory player, but it’s not a pure play. SK Hynix (OTC:HXSCF) is a pure play and has&nbsp;multiples similar to Micron’s, with&nbsp;similar growth as well. That leaves us with basically two pure play memory stocks to choose from. And they’re both very cheap. So if you’re looking for dirt-cheap tech plays, memory is where you want to be.</p>\n<p>Micron is well positioned in the memory industry. It proved its mettle by withstanding the loss of Huawei’s business after the U.S. banned chip exports to China, coming back from the ordeal with a strong balance sheet. After seeing its&nbsp;revenue dip 8% in 2020,Micron is back to strong year-over-year growth, not only compared to 2020 but compared to 2019 as well. It looks like everything is full steam ahead for Micron. Accordingly I will develop a bullish thesis on the stock in this article, arguing that its unique mix of growth and value characteristics makes it a worthy buy.</p>\n<p><b>Memory Industry Factors</b></p>\n<p>Before looking at MU’s own fundamentals we need to look at the industry the company operates in. Micron forecasts that its growth will follow industry trends, so we need to know what the memory industry looks like.</p>\n<p>The DRAM industry is basically an oligopoly between Micron, Samsung and SK Hynix. According to&nbsp;Statista, Samsung leads with 42%, SK Hynix is in second with 29%, and Micron is in third with 23%. There are other players but their market share is too small to be worth mentioning, the largest of them having 3.3%. The picture is a little different for NAND flash storage, with&nbsp;more major players, but Micron has a healthy 10% share there, too.</p>\n<p>So, Micron is a top player in the memory industry. It’s not #1, but it is one of the top two pure plays in the space. Its strong position in the industry isn’t disputed. The question is whether the industry’s own prospects are strong.</p>\n<p>Micron, unsurprisingly, thinks that they are. In addition to forecasting 20%-30% growth in its verticals, the company also expects long-term CAGR growth ranging from the mid-teens to 30%. That would be great news if it materialized. With that said, you’d expect a company to say that its industry is strong. So we might want to look at some third-party opinions here.</p>\n<p>The market research firm Verified Market Research&nbsp;expects the DRAM industry to grow at 8.7%. This is a little over half Micron’s internal forecast for DRAM demand. At 8.7% CAGR growth Micron would be growing slower than it is now, although that isn’t bad growth for a stock with a P/E of 11. Many bank stocks are more expensive than that and 8.7% revenue growth is a banner year for a bank.</p>\n<p>As for NAND, I was able to find forecasts anywhere from 11% CAGR (Mordor Intelligence) to 22% (Valuates Reports). Again these don’t match Micron’s rosy forecasts, but are pretty optimistic themselves. Barely anybody is expecting the memory industry to decline, and most organizations are forecasting double digit growth. This makes sense when you consider who these companies serve. In addition to producing sticks of RAM and SD cards/personal SSDs for consumers, they also produce:</p>\n<ul>\n <li><p>RAM for 5G smartphones.</p></li>\n <li><p>SSDs for data centers.</p></li>\n <li><p>Components for computer manufacturers.</p></li>\n</ul>\n<p>These are all strong growth sectors. Smartphone growth didslow down a bit from 2018 to 2020, but picked up again in 2021. Cloud computing is currently a huge growth driver for pretty much all of the companies in the space.<b>Amazon</b>(AMZN),<b>Microsoft</b>(MSFT) and&nbsp;<b>Alphabet</b>(GOOG) (GOOGL) are all seeing&nbsp;high double-digit growth in their cloud businesses. Companies like&nbsp;<b>Meta Platforms</b>(FB), which don’t operate cloud businesses, nevertheless rely heavily on data centers to run their own services. So there is massive and growing demand for DRAM and NAND from internet companies.</p>\n<p>What all this means is that powerful industry forces are driving the increase in demand for memory. It’s not just that the industry itself is growing, but the much larger industries it sells to are growing. This means there’s a basis for thinking that the memory industry’s strong growth will continue. As long as smartphones remain popular and data centers remain necessary, there’ll be a need for memory. And Micron is one of the three leading companies supplying it.</p>\n<p><b>Financials and Valuation</b></p>\n<p>Having looked at Micron’s industry position, we can now turn to its financials and valuation.</p>\n<p>Micron Technology is, broadly, a highly profitable, fast-growing business with an attractive valuation. It’s one of the few stocks I’ve come across that scores ‘A’ or higher on four of Seeking Alpha Quant’s factors (growth, profitability, momentum and valuation), and a quick glance at the company’s financials shows why that’s the case.</p>\n<p>First, let’s look at earnings for the most recent quarter. In the first quarter, Micron delivered:</p>\n<ul>\n <li><p>$7.68 billion in revenue, up 33% year over year (but down 7% sequentially).</p></li>\n <li><p>$2.6 billion in operating income, up 203% year-over-year.</p></li>\n <li><p>Net income: $2.3 billion, up 176% year-over-year.</p></li>\n <li><p>Diluted EPS: $2.16, up 176% year-over-year.</p></li>\n <li><p>Cash from operations: $3.9 billion, up 100% year-over-year.</p></li>\n</ul>\n<p>These were pretty solid results. Not only was the growth strong, the profitability was strong as well. $2.6 billion in earnings on $7.6 billion in revenue gives us a 33% net margin. Extremely high. The company had $45 billion in equity for the period. That produces a somewhat unimpressive return on equity of 5.77%, althoughSeeking Alpha Quantshows a healthy 17% ROE for the full trailing 12 month period. So we’ve got decent earnings and profitability in the most recent period.</p>\n<p>The same holds true for the last five years as well. For the past five years, MU’s CAGR growth rates in select metrics have been:</p>\n<ul>\n <li><p>18% in revenue.</p></li>\n <li><p>90% in operating income.</p></li>\n <li><p>118% in ROE.</p></li>\n</ul>\n<p>Unfortunately we can’t do the five-year CAGR calculation for net income or EPS because those figures were&nbsp;negative in 2016. However, if we start from 2015 and do a six year CAGR calculation, we get 16% six-year CAGR growth in EPS. Not quite as strong as the most recent quarter, but still very strong.</p>\n<p>So we’ve got very strong financials and growth from Micron. One strike the company has against it is earnings volatility. As you’ll note from above, earnings were negative in 2016. Also, they hit a peak in 2018 and then declined in 2019 and again in 2020–mostly due to the loss of Huawei. This is all reflected in the stock’s price history: it’s&nbsp;more volatile than average, with a 1.15 beta coefficient. Put simply, the stock isn’t for the faint of heart. Micron’s earnings have swung up and down dramatically throughout its history and that isn’t stopping any time soon. RAM prices arevery volatile, subject to massive booms and bust. This is part of RAM’s&nbsp;status as a commodity: companies buy it up in bulk from all suppliers and often stop buying when they have too much. This leads prices to go up and down as orders abruptly start and stop. Much like oil or coal, companies are sometimes just sitting on too much RAM to buy more.</p>\n<p>With all that said, these factors are well priced into Micron’s stock. At today’s prices, Micron trades at 12 times adjusted earnings, 14.6 times GAAP earnings, 3.57 times sales, 2.3 times book value and 7.3 times operating cash flow. These are basically dirt cheap multiples for a high-growth tech stock. And while a company like Micron can’t count on steadily climbing earnings that never dip, it should keep delivering more value to shareholders as demand for phones, data centers and laptops grows.</p>\n<p><b>The Bottom Line</b></p>\n<p>Micron Technology’s 15.6% one-week rally was no fluke. It was the expected result of a cheap stock well positioned to profit off of current tech trends, beating on earnings while having low multiples. As of December 2021, demand for DRAM and NAND flash is expected to keep growing. Whether Micron’s internal 20%-30% forecast will be hit remains to be seen, but even more modest forecasts call for growth in the 10%+ range. So, Micron’s business should continue to grow from here. Earnings growth will of course slow from the recent 175%, but it should remain strong for at least a few years.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology: Expect More Of These Rallies</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\">\nMicron Technology: Expect More Of These Rallies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 20:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476781-micron-technology-expect-more-of-these-rallies><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMicron Technology stock recently rallied 10.5% in a single day.\nThe rally was probably due to a stellar earnings release the company put out the day before.\nMost likely, Micron will see ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476781-micron-technology-expect-more-of-these-rallies\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4476781-micron-technology-expect-more-of-these-rallies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168370421","content_text":"Summary\n\nMicron Technology stock recently rallied 10.5% in a single day.\nThe rally was probably due to a stellar earnings release the company put out the day before.\nMost likely, Micron will see continued upside, as demand for its products is only growing.\n\nGeorgijevic/E+ via Getty Images\nMicron Technology(MU) stock went on a pronounced rally Tuesday, rising 10.5% in a single trading day. It rallied another 5% on Thursday, leading to 15.66% gains for the week. The rally came immediately after a strong earnings release that beat on both revenue and profit. For the quarter, revenue came in at $7.69 billion (beat by $10 million) and EPS came in at $2.16 (beat by $0.02). The growth in EPS was impressive because it showed that the previous quarter’s stunning growth was no fluke.\nFor the fourth quarter, Micron grew revenue by 37% and earnings by 175% year-over-year. It was an incredible achievement, one that few saw the company replicating. Fortunately, it did, with very similar results for the first quarter of fiscal 2022. Micron’s first quarter revenue growth was nearly as strong as its fourth quarter growth, and its earnings growth was actually slightly better, coming in at a whopping 177%.\nClearly, Micron has put a couple of great quarters behind it. Both the fourth and first quarters saw triple-digit growth in earnings, and the outlook was strong as well. The company forecast 20% growth in DRAM demand and 30% growth in demand for NAND. It expected its shipment growth for each category to be in-line with industry growth. It follows from this that Micron expects revenue growth between 20% and 30% assuming no price increases.\nIt’s a pretty rosy picture. And some investors believe that this is only the beginning. Legendary value investors like Li Lu and Mohnish Pabrai are betting heavily on Micron, believing that the memory sector is undervalued. Indeed, it is, if Micron is any indication. The stock trades at just 12 times earnings even after Tuesday’s monster rally. By the standards of tech stocks, it’s super cheap. And it’s one of the few ways you can get exposure to the memory industry on its own, with no other tech stuff packaged in.Samsung(OTC:SSNLF) is the biggest memory player, but it’s not a pure play. SK Hynix (OTC:HXSCF) is a pure play and has multiples similar to Micron’s, with similar growth as well. That leaves us with basically two pure play memory stocks to choose from. And they’re both very cheap. So if you’re looking for dirt-cheap tech plays, memory is where you want to be.\nMicron is well positioned in the memory industry. It proved its mettle by withstanding the loss of Huawei’s business after the U.S. banned chip exports to China, coming back from the ordeal with a strong balance sheet. After seeing its revenue dip 8% in 2020,Micron is back to strong year-over-year growth, not only compared to 2020 but compared to 2019 as well. It looks like everything is full steam ahead for Micron. Accordingly I will develop a bullish thesis on the stock in this article, arguing that its unique mix of growth and value characteristics makes it a worthy buy.\nMemory Industry Factors\nBefore looking at MU’s own fundamentals we need to look at the industry the company operates in. Micron forecasts that its growth will follow industry trends, so we need to know what the memory industry looks like.\nThe DRAM industry is basically an oligopoly between Micron, Samsung and SK Hynix. According to Statista, Samsung leads with 42%, SK Hynix is in second with 29%, and Micron is in third with 23%. There are other players but their market share is too small to be worth mentioning, the largest of them having 3.3%. The picture is a little different for NAND flash storage, with more major players, but Micron has a healthy 10% share there, too.\nSo, Micron is a top player in the memory industry. It’s not #1, but it is one of the top two pure plays in the space. Its strong position in the industry isn’t disputed. The question is whether the industry’s own prospects are strong.\nMicron, unsurprisingly, thinks that they are. In addition to forecasting 20%-30% growth in its verticals, the company also expects long-term CAGR growth ranging from the mid-teens to 30%. That would be great news if it materialized. With that said, you’d expect a company to say that its industry is strong. So we might want to look at some third-party opinions here.\nThe market research firm Verified Market Research expects the DRAM industry to grow at 8.7%. This is a little over half Micron’s internal forecast for DRAM demand. At 8.7% CAGR growth Micron would be growing slower than it is now, although that isn’t bad growth for a stock with a P/E of 11. Many bank stocks are more expensive than that and 8.7% revenue growth is a banner year for a bank.\nAs for NAND, I was able to find forecasts anywhere from 11% CAGR (Mordor Intelligence) to 22% (Valuates Reports). Again these don’t match Micron’s rosy forecasts, but are pretty optimistic themselves. Barely anybody is expecting the memory industry to decline, and most organizations are forecasting double digit growth. This makes sense when you consider who these companies serve. In addition to producing sticks of RAM and SD cards/personal SSDs for consumers, they also produce:\n\nRAM for 5G smartphones.\nSSDs for data centers.\nComponents for computer manufacturers.\n\nThese are all strong growth sectors. Smartphone growth didslow down a bit from 2018 to 2020, but picked up again in 2021. Cloud computing is currently a huge growth driver for pretty much all of the companies in the space.Amazon(AMZN),Microsoft(MSFT) and Alphabet(GOOG) (GOOGL) are all seeing high double-digit growth in their cloud businesses. Companies like Meta Platforms(FB), which don’t operate cloud businesses, nevertheless rely heavily on data centers to run their own services. So there is massive and growing demand for DRAM and NAND from internet companies.\nWhat all this means is that powerful industry forces are driving the increase in demand for memory. It’s not just that the industry itself is growing, but the much larger industries it sells to are growing. This means there’s a basis for thinking that the memory industry’s strong growth will continue. As long as smartphones remain popular and data centers remain necessary, there’ll be a need for memory. And Micron is one of the three leading companies supplying it.\nFinancials and Valuation\nHaving looked at Micron’s industry position, we can now turn to its financials and valuation.\nMicron Technology is, broadly, a highly profitable, fast-growing business with an attractive valuation. It’s one of the few stocks I’ve come across that scores ‘A’ or higher on four of Seeking Alpha Quant’s factors (growth, profitability, momentum and valuation), and a quick glance at the company’s financials shows why that’s the case.\nFirst, let’s look at earnings for the most recent quarter. In the first quarter, Micron delivered:\n\n$7.68 billion in revenue, up 33% year over year (but down 7% sequentially).\n$2.6 billion in operating income, up 203% year-over-year.\nNet income: $2.3 billion, up 176% year-over-year.\nDiluted EPS: $2.16, up 176% year-over-year.\nCash from operations: $3.9 billion, up 100% year-over-year.\n\nThese were pretty solid results. Not only was the growth strong, the profitability was strong as well. $2.6 billion in earnings on $7.6 billion in revenue gives us a 33% net margin. Extremely high. The company had $45 billion in equity for the period. That produces a somewhat unimpressive return on equity of 5.77%, althoughSeeking Alpha Quantshows a healthy 17% ROE for the full trailing 12 month period. So we’ve got decent earnings and profitability in the most recent period.\nThe same holds true for the last five years as well. For the past five years, MU’s CAGR growth rates in select metrics have been:\n\n18% in revenue.\n90% in operating income.\n118% in ROE.\n\nUnfortunately we can’t do the five-year CAGR calculation for net income or EPS because those figures were negative in 2016. However, if we start from 2015 and do a six year CAGR calculation, we get 16% six-year CAGR growth in EPS. Not quite as strong as the most recent quarter, but still very strong.\nSo we’ve got very strong financials and growth from Micron. One strike the company has against it is earnings volatility. As you’ll note from above, earnings were negative in 2016. Also, they hit a peak in 2018 and then declined in 2019 and again in 2020–mostly due to the loss of Huawei. This is all reflected in the stock’s price history: it’s more volatile than average, with a 1.15 beta coefficient. Put simply, the stock isn’t for the faint of heart. Micron’s earnings have swung up and down dramatically throughout its history and that isn’t stopping any time soon. RAM prices arevery volatile, subject to massive booms and bust. This is part of RAM’s status as a commodity: companies buy it up in bulk from all suppliers and often stop buying when they have too much. This leads prices to go up and down as orders abruptly start and stop. Much like oil or coal, companies are sometimes just sitting on too much RAM to buy more.\nWith all that said, these factors are well priced into Micron’s stock. At today’s prices, Micron trades at 12 times adjusted earnings, 14.6 times GAAP earnings, 3.57 times sales, 2.3 times book value and 7.3 times operating cash flow. These are basically dirt cheap multiples for a high-growth tech stock. And while a company like Micron can’t count on steadily climbing earnings that never dip, it should keep delivering more value to shareholders as demand for phones, data centers and laptops grows.\nThe Bottom Line\nMicron Technology’s 15.6% one-week rally was no fluke. It was the expected result of a cheap stock well positioned to profit off of current tech trends, beating on earnings while having low multiples. As of December 2021, demand for DRAM and NAND flash is expected to keep growing. Whether Micron’s internal 20%-30% forecast will be hit remains to be seen, but even more modest forecasts call for growth in the 10%+ range. So, Micron’s business should continue to grow from here. Earnings growth will of course slow from the recent 175%, but it should remain strong for at least a few years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141693632,"gmtCreate":1625855130626,"gmtModify":1703749968293,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/141693632","repostId":"1155625151","repostType":4,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"content":"Pls give a ? thank you","text":"Pls give a ? thank you","html":"Pls give a ? thank you"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807966279,"gmtCreate":1627997456091,"gmtModify":1703499325650,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807966279","repostId":"1126095878","repostType":4,"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028216184,"gmtCreate":1653232436248,"gmtModify":1676535243710,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028216184","repostId":"1130012004","repostType":4,"repost":{"id":"1130012004","kind":"news","pubTimestamp":1653206400,"share":"https://ttm.financial/m/news/1130012004?lang=&edition=full_marsco","pubTime":"2022-05-22 16:00","market":"us","language":"en","title":"Uber Technologies: A Mobility Leader in the Making","url":"https://stock-news.laohu8.com/highlight/detail?id=1130012004","media":"TipRanks","summary":"Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the larges","content":"<div>\n<p>Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Uber Technologies: A Mobility Leader in the Making</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\">\nUber Technologies: A Mobility Leader in the Making\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130012004","content_text":"Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a presence in more than 80 countries across the world including the United States, Canada, Latin America, Europe, the Middle East and Asia (excluding China). The company went public in May 2019 at an IPO price of $45 per share, although since then, Uber shares have come under pressure for various reasons including the firm’s lack of profitability, regulatory conflicts, and the COVID-19-induced drop in mobility.In addition to ridesharing services, Uber also offers meal delivery through Uber Eats, which was its saving grace at the height of 2020’s pandemic fears. The company further expanded the Uber Eats segment following the acquisition of Postmates in December of that year.Despite many promising developments, Uber has failed to become profitable, which is the main reason behind the lackluster performance of it’s stock in the last couple of years. On May 16, the company unveiled several new features to penetrate new markets and grow, and these new features might help the company make progress toward achieving profitability in the future.I am bullish on Uber as the company seems to have what it takes to dominate the multi-billion-dollar ridesharing industry in the long run, creating ample opportunities to become profitable.New Products to Unlock Growth OpportunitiesUber unveiled a suite of new products and services at the Go/Get virtual event held on May 16. The new offerings are being introduced at the right time, with the final travel restrictions being lifted after two years of instability, as well as seasonal summer trends ramping up.The company unveiled a charter transportation facility that allows a user to book a bus, passenger van, or a coach. The new initiative is brought to users through a partnership with U.S. Coach Ways, and will be launched across the U.S. by the upcoming summer. A trip itinerary feature was also launched, which is expected to come in handy when booking rides for an extended journey, such as a vacation. Both these new features are categorized under the Uber Travel tab.Users will be required to connect their Gmail accounts to the app to seamlessly use the new feature to book rides for a specific segment of their journey. This feature also enables alterations to the itinerary in case of an abrupt change of plans. Via reservation information, Uber is capable of organizing flights and hotels/restaurants. Additionally, Uber Travel users will receive a 10% cash back for each reserved ride.Another exciting new feature is the option to order food through Uber Eats to select stadiums across the country. This will include large markets like Yankee Stadium in New York, Capital One Arena in Washington D.C., and Dodger Stadium in California.In line with the company’s commitment to achieving the zero-emission target by 2040, Uber is launching an EV Hub for drivers to obtain information and compare the cost of ownership of an EV with a fossil fuel-powered vehicle. The Uber Comfort Electric option will be available for users who wish to ride in premium EVs, such as Tesla and Polestar, in selected cities including Los Angeles, San Francisco, San Diego, and Dubai.The Long-Term Outlook is PromisingUber’s business strategy is centered around dominating the global ridesharing industry, then later focusing on generating profits by leveraging its market-leading position. To achieve this objective, the company will have to continue sacrificing profits in the short run, which might not bode well with every investor.Strategically, Uber is moving in the right direction by focusing on expanding its scale. The acquisition of Postmates to strengthen the Uber Eats segment, the acquisition of Drizzly Inc. to penetrate the alcohol delivery market, and the acquisition of Transplace to gain exposure to the freight industry are a few recent examples of how Uber is expanding its wings across the entire transportation spectrum.According to Mordor Intelligence, the global ridesharing industry will grow at a stellar CAGR of 17.32% through 2026, giving leading companies in this space ample room to grow. Uber, in the long run, is likely to enjoy competitive advantages resulting from its scale and the network effect – a phenomenon where the value of the platform increases along with the number of users on the platform.There are more than five million Uber drivers globally, substantially higher than any other ridesharing platform, and this scale will attract more riders and drivers to the platform in the coming years.Wall Street’s TakeBased on the ratings of 27 Wall Street analysts offering 12-month price targets, the average Uber price target is $50.81, which implies upside of 117.6% from the current market price. The recent decline in the stock price has created a wide margin of safety when investing in Uber.TakeawayUber is currently facing a few challenges, including intensifying competition in key markets, geopolitical tensions, and macroeconomic uncertainty. However, the company seems well-positioned to grow because of its massive scale and the innovative solutions unveiled recently to tap into new growth opportunities. If Uber can thwart the threat of competition in the long run, profits are likely to follow, and the stock price of the company could likely see upside as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028216931,"gmtCreate":1653232416323,"gmtModify":1676535243749,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9028216931","repostId":"1130012004","repostType":4,"repost":{"id":"1130012004","kind":"news","pubTimestamp":1653206400,"share":"https://ttm.financial/m/news/1130012004?lang=&edition=full_marsco","pubTime":"2022-05-22 16:00","market":"us","language":"en","title":"Uber Technologies: A Mobility Leader in the Making","url":"https://stock-news.laohu8.com/highlight/detail?id=1130012004","media":"TipRanks","summary":"Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the larges","content":"<div>\n<p>Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Uber Technologies: A Mobility Leader in the Making</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\">\nUber Technologies: A Mobility Leader in the Making\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.tipranks.com/news/article/uber-technologies-a-mobility-leader-in-the-making/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130012004","content_text":"Incorporated in 2010 and headquartered in San Francisco, Uber Technologies Inc. (UBER) is the largest on-demand ridesharing company in the world. The mobility and delivery services provider has a presence in more than 80 countries across the world including the United States, Canada, Latin America, Europe, the Middle East and Asia (excluding China). The company went public in May 2019 at an IPO price of $45 per share, although since then, Uber shares have come under pressure for various reasons including the firm’s lack of profitability, regulatory conflicts, and the COVID-19-induced drop in mobility.In addition to ridesharing services, Uber also offers meal delivery through Uber Eats, which was its saving grace at the height of 2020’s pandemic fears. The company further expanded the Uber Eats segment following the acquisition of Postmates in December of that year.Despite many promising developments, Uber has failed to become profitable, which is the main reason behind the lackluster performance of it’s stock in the last couple of years. On May 16, the company unveiled several new features to penetrate new markets and grow, and these new features might help the company make progress toward achieving profitability in the future.I am bullish on Uber as the company seems to have what it takes to dominate the multi-billion-dollar ridesharing industry in the long run, creating ample opportunities to become profitable.New Products to Unlock Growth OpportunitiesUber unveiled a suite of new products and services at the Go/Get virtual event held on May 16. The new offerings are being introduced at the right time, with the final travel restrictions being lifted after two years of instability, as well as seasonal summer trends ramping up.The company unveiled a charter transportation facility that allows a user to book a bus, passenger van, or a coach. The new initiative is brought to users through a partnership with U.S. Coach Ways, and will be launched across the U.S. by the upcoming summer. A trip itinerary feature was also launched, which is expected to come in handy when booking rides for an extended journey, such as a vacation. Both these new features are categorized under the Uber Travel tab.Users will be required to connect their Gmail accounts to the app to seamlessly use the new feature to book rides for a specific segment of their journey. This feature also enables alterations to the itinerary in case of an abrupt change of plans. Via reservation information, Uber is capable of organizing flights and hotels/restaurants. Additionally, Uber Travel users will receive a 10% cash back for each reserved ride.Another exciting new feature is the option to order food through Uber Eats to select stadiums across the country. This will include large markets like Yankee Stadium in New York, Capital One Arena in Washington D.C., and Dodger Stadium in California.In line with the company’s commitment to achieving the zero-emission target by 2040, Uber is launching an EV Hub for drivers to obtain information and compare the cost of ownership of an EV with a fossil fuel-powered vehicle. The Uber Comfort Electric option will be available for users who wish to ride in premium EVs, such as Tesla and Polestar, in selected cities including Los Angeles, San Francisco, San Diego, and Dubai.The Long-Term Outlook is PromisingUber’s business strategy is centered around dominating the global ridesharing industry, then later focusing on generating profits by leveraging its market-leading position. To achieve this objective, the company will have to continue sacrificing profits in the short run, which might not bode well with every investor.Strategically, Uber is moving in the right direction by focusing on expanding its scale. The acquisition of Postmates to strengthen the Uber Eats segment, the acquisition of Drizzly Inc. to penetrate the alcohol delivery market, and the acquisition of Transplace to gain exposure to the freight industry are a few recent examples of how Uber is expanding its wings across the entire transportation spectrum.According to Mordor Intelligence, the global ridesharing industry will grow at a stellar CAGR of 17.32% through 2026, giving leading companies in this space ample room to grow. Uber, in the long run, is likely to enjoy competitive advantages resulting from its scale and the network effect – a phenomenon where the value of the platform increases along with the number of users on the platform.There are more than five million Uber drivers globally, substantially higher than any other ridesharing platform, and this scale will attract more riders and drivers to the platform in the coming years.Wall Street’s TakeBased on the ratings of 27 Wall Street analysts offering 12-month price targets, the average Uber price target is $50.81, which implies upside of 117.6% from the current market price. The recent decline in the stock price has created a wide margin of safety when investing in Uber.TakeawayUber is currently facing a few challenges, including intensifying competition in key markets, geopolitical tensions, and macroeconomic uncertainty. However, the company seems well-positioned to grow because of its massive scale and the innovative solutions unveiled recently to tap into new growth opportunities. If Uber can thwart the threat of competition in the long run, profits are likely to follow, and the stock price of the company could likely see upside as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802537270,"gmtCreate":1627787177490,"gmtModify":1703495863907,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802537270","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803552627,"gmtCreate":1627451032769,"gmtModify":1703490223996,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Hello!","listText":"Hello!","text":"Hello!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/803552627","repostId":"2154163579","repostType":4,"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179200255,"gmtCreate":1626527190477,"gmtModify":1703761466393,"author":{"id":"4087541685973320","authorId":"4087541685973320","name":"LLYeoh","avatar":"https://static.tigerbbs.com/06bc86855bb79aff58c0bf760b484670","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087541685973320","authorIdStr":"4087541685973320"},"themes":[],"htmlText":"Please ? 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