3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street

Motley Fool2022-03-23

It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...

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WaiSiong81
·2022-03-24
👍
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2
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Lao Tzu Ang
·2022-03-24
I think reporters' job is to report but beginners in trading will burn a big hole in their pocket if they are blindly listen to the story without knowing the macro economy.
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RogerLam
·2022-03-24
Yes
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2
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SCLIEW
·2022-03-24
666
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3
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Steve81
·2022-03-24
Jiayou
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2
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Tall Guy
·2022-03-24
Zoom may not be a worthwhile buy anymore as their heyday is over (I believe). They need to find other revenue stream, if not, investors will be unforgiven.
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3
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Mic6226
·2022-03-24
Good news
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2
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Xiaodai
·2022-03-24
[Miser]
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Chrissssy
·2022-03-23
:)
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2
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tetra
·2022-03-23
Like
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4
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FlareSpark
·2022-03-23
Zoom is out of favor
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LimYH
·2022-03-23
Great
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3
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LaiSB
·2022-03-23
Nice
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3
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YueJun
·2022-03-23
Like please
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3
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BibiLoh
·2022-03-23
Like
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3
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KWHChye
·2022-03-23
I
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4
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BOMW
·2022-03-23
cool
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5
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SteadyDoesIt
·2022-03-23
Ok
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Runningdown
·2022-03-23
like pls
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THB
·2022-03-23
N
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Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4532","symbol_name":"文艺复兴科技持仓","start_time":0,"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","article_id":"2221160370","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","pubTimestamp":1648029600,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Select analysts believe these former highfliers can soar once more.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4528":"SaaS概念","BK4525":"远程办公概念","ZM":"Zoom","BK4539":"次新股","BK4503":"景林资产持仓","SNOW":"Snowflake","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4112":"金融交易所和数据","BK4116":"互联网服务与基础架构","BK4548":"巴美列捷福持仓","COIN":"Coinbase Global, Inc.","BK4559":"巴菲特持仓","BK4505":"高瓴资本持仓","BK4023":"应用软件","BK4581":"高盛持仓"},"translate_title":"根据华尔街的数据，三只被击败的科技股上涨高达223%","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ZM":0.9,"SNOW":0.9,"COIN":0.9},"content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9037863593,"gmtCreate":1648079683695,"gmtModify":1676534300925,"author":{"id":"4092698747642690","authorId":"4092698747642690","name":"WaiSiong81","avatar":"https://static.tigerbbs.com/81c10c8d3ad2387a719eaa62a541371f","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037863593","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037882813,"gmtCreate":1648079148582,"gmtModify":1676534300558,"author":{"id":"3576287131221381","authorId":"3576287131221381","name":"Lao Tzu Ang","avatar":"https://static.tigerbbs.com/501039474851410999b0b5711797e95d","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":1},"htmlText":"I think reporters' job is to report but beginners in trading will burn a big hole in their pocket if they are blindly listen to the story without knowing the macro economy.","listText":"I think reporters' job is to report but beginners in trading will burn a big hole in their pocket if they are blindly listen to the story without knowing the macro economy.","text":"I think reporters' job is to report but beginners in trading will burn a big hole in their pocket if they are blindly listen to the story without knowing the macro economy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037882813","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037807656,"gmtCreate":1648075898918,"gmtModify":1676534299587,"author":{"id":"3575105747703011","authorId":"3575105747703011","name":"RogerLam","avatar":"https://static.tigerbbs.com/1005e5ae2cda08a31d27406a5089b7ae","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":6,"crmLevelSwitch":1},"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037807656","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037177539,"gmtCreate":1648074674465,"gmtModify":1676534299361,"author":{"id":"4092970777728640","authorId":"4092970777728640","name":"SCLIEW","avatar":"https://static.tigerbbs.com/5da553e4d3d35db75d1caae023ca8a03","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037177539","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037175276,"gmtCreate":1648074500646,"gmtModify":1676534299312,"author":{"id":"3583228594556766","authorId":"3583228594556766","name":"Steve81","avatar":"https://static.tigerbbs.com/8451fbd9311bbb12faabfa8f6138ef34","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Jiayou","listText":"Jiayou","text":"Jiayou","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037175276","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037147785,"gmtCreate":1648072714050,"gmtModify":1676534298899,"author":{"id":"4092376851552610","authorId":"4092376851552610","name":"Tall Guy","avatar":"https://community-static.tradeup.com/news/5e11acf97134ffdcfb93cea9aabffca0","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Zoom may not be a worthwhile buy anymore as their heyday is over (I believe). They need to find other revenue stream, if not, investors will be unforgiven.","listText":"Zoom may not be a worthwhile buy anymore as their heyday is over (I believe). They need to find other revenue stream, if not, investors will be unforgiven.","text":"Zoom may not be a worthwhile buy anymore as their heyday is over (I believe). They need to find other revenue stream, if not, investors will be unforgiven.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037147785","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037143279,"gmtCreate":1648070428260,"gmtModify":1676534298698,"author":{"id":"4109843165472380","authorId":"4109843165472380","name":"Mic6226","avatar":"https://community-static.tradeup.com/news/642ea3ba3ea408756b94df1fc4fc2d69","vip":1,"hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","crmLevel":8,"crmLevelSwitch":1},"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037143279","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037127990,"gmtCreate":1648056074234,"gmtModify":1676534298388,"author":{"id":"4103606526878490","authorId":"4103606526878490","name":"Xiaodai","avatar":"https://community-static.tradeup.com/news/edce964fa87969622a75577c9fa9f558","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037127990","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037189853,"gmtCreate":1648049283352,"gmtModify":1676534297561,"author":{"id":"3581992421704233","authorId":"3581992421704233","name":"Chrissssy","avatar":"https://static.tigerbbs.com/670519b0df7f01f6802e6a220a6fc578","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":":)","listText":":)","text":":)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037189853","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037189085,"gmtCreate":1648049245200,"gmtModify":1676534297552,"author":{"id":"4098263345368980","authorId":"4098263345368980","name":"tetra","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037189085","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037180686,"gmtCreate":1648049192113,"gmtModify":1676534297570,"author":{"id":"3584955097359320","authorId":"3584955097359320","name":"FlareSpark","avatar":"https://static.tigerbbs.com/38942f5d417a8d645800903b08402b4e","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Zoom is out of favor","listText":"Zoom is out of favor","text":"Zoom is out of favor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037180686","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037114311,"gmtCreate":1648049012039,"gmtModify":1676534297243,"author":{"id":"3586223575744434","authorId":"3586223575744434","name":"LimYH","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037114311","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037115767,"gmtCreate":1648049003824,"gmtModify":1676534297229,"author":{"id":"3585312804980408","authorId":"3585312804980408","name":"LaiSB","avatar":"https://static.tigerbbs.com/02ab60e191d391b446c88630f4f1e822","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037115767","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037115903,"gmtCreate":1648048881684,"gmtModify":1676534297210,"author":{"id":"3575239740413049","authorId":"3575239740413049","name":"YueJun","avatar":"https://community-static.tradeup.com/news/792650874707c02fb99ba92609017704","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037115903","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037112324,"gmtCreate":1648048801020,"gmtModify":1676534297187,"author":{"id":"3574557699510513","authorId":"3574557699510513","name":"BibiLoh","avatar":"https://static.tigerbbs.com/f21c18b08e3344f5db9231e65a487e14","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":5,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037112324","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037118566,"gmtCreate":1648048582682,"gmtModify":1676534297150,"author":{"id":"3559643628960690","authorId":"3559643628960690","name":"KWHChye","avatar":"https://static.tigerbbs.com/ff28c38f154930713b0a64f6389191d8","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"I&nbsp;","listText":"I&nbsp;","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037118566","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037118363,"gmtCreate":1648048512766,"gmtModify":1676534297143,"author":{"id":"4101952370485530","authorId":"4101952370485530","name":"BOMW","avatar":"https://community-static.tradeup.com/news/d5eb8a914e38f30d826af4fee5c26755","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037118363","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037111185,"gmtCreate":1648048404702,"gmtModify":1676534297125,"author":{"id":"4087620073091560","authorId":"4087620073091560","name":"SteadyDoesIt","avatar":"https://static.tigerbbs.com/ab599edb0711e3b18e0dda8931ea8e4a","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037111185","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037113559,"gmtCreate":1648048343472,"gmtModify":1676534297117,"author":{"id":"3576550818064904","authorId":"3576550818064904","name":"Runningdown","avatar":"https://static.tigerbbs.com/ef91444757abfa72f3ede25e971f5398","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037113559","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9037110408,"gmtCreate":1648048031383,"gmtModify":1676534297065,"author":{"id":"3582189889665842","authorId":"3582189889665842","name":"THB","avatar":"https://static.tigerbbs.com/714f3e61faee0b8a2ef01897bed9705d","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"N","listText":"N","text":"N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037110408","repostId":2221160370,"repostType":4,"repost":{"id":"2221160370","pubTimestamp":1648029600,"share":"https://www.laohu8.com/m/news/2221160370?lang=&edition=full","pubTime":"2022-03-23 18:00","market":"us","language":"en","title":"3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2221160370","media":"Motley Fool","summary":"Select analysts believe these former highfliers can soar once more.","content":"<html><head></head><body><p>It&#39;s a challenging time to be a tech-stock investor. Since mid-November, the tech-centric <b>Nasdaq Composite</b> declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What&#39;s more, a number of popular pandemic tech plays have sold off considerably since February 2021.</p><p>While sell-offs aren&#39;t much fun, they&#39;re a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.</p><p>According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied upside of 86%</h2><p>Up first is cloud-based data-warehousing company <b>Snowflake</b> ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.</p><p>This big drop hasn&#39;t done much to sway the confidence of <b>Credit Suisse</b> analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the &#34;data value chain,&#34; which is probably why he sees 86% upside in its shares.</p><p>The beauty of Snowflake&#39;s operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn&#39;t an issue for Snowflake customers. Because Snowflake&#39;s infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.</p><p>In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of <a href=\"https://laohu8.com/S/AONE.U\">one</a> that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake&#39;s customers to better control their expensing (and they seem to like that).</p><p>The other benefit with Snowflake for investors is an industry-leading growth rate. In the company&#39;s recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.</p><p>As I&#39;ve previously pointed out, Snowflake&#39;s biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I&#39;m of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.</p><h2>Coinbase Global: Implied upside of 223%</h2><p>Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play <b>Coinbase Global</b> ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.</p><p>Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase&#39;s ecosystem &#34;providing essential building blocks to facilitate the use of cryptocurrencies&#34; as the core reason for her bullishness on the company.</p><p>Coinbase Global&#39;s first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, <b>Bitcoin</b> and <b>Ethereum</b>, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.</p><p>But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.</p><p>It&#39;s also a company that could contend with shrinking margins over the long run. There&#39;s virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase&#39;s transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 154%</h2><p>The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company <b>Zoom Video Communications</b> ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.</p><p>At the moment, Wall Street&#39;s high-water price target on Zoom comes courtesy of analyst Sterling Auty at <b>JPMorgan Chase</b>. Even after lowering the firm&#39;s price target to $295 from $385 following Zoom&#39;s fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.</p><p>Auty&#39;s long-term growth case for Zoom hasn&#39;t changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.</p><p>In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company&#39;s sales in fiscal 2020.</p><p>Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That&#39;s up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.</p><p>Interestingly, though, Zoom&#39;s share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.</p><p>Even though growth has slowed from its peak during the pandemic, Zoom&#39;s Web-conferencing solutions have become embedded in the workplace. In fact, &#34;Zoom&#34; has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street</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\">\n3 Beaten-Down Tech Stocks With Up to 223% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4023":"应用软件","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/3-beaten-down-tech-stocks-223-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221160370","content_text":"It's a challenging time to be a tech-stock investor. Since mid-November, the tech-centric Nasdaq Composite declined by as much as 22%, which officially put the index in bear market territory as recently as last week. What's more, a number of popular pandemic tech plays have sold off considerably since February 2021.While sell-offs aren't much fun, they're a natural part of the investing cycle and potentially the perfect time to put money to work in the stock market. Ultimately, every downdraft in the broader market has eventually been erased by a bull market rally.According to the lofty published price targets from a select group of Wall Street analysts, the following trio of beaten-down tech stocks offer as much as 223% upside over the next year.Snowflake: Implied upside of 86%Up first is cloud-based data-warehousing company Snowflake ( SNOW 5.63% ). As of this past weekend, the stock was 45% below its all-time high of $405, which was hit in November.This big drop hasn't done much to sway the confidence of Credit Suisse analyst Phil Winslow, who maintains a $415 price target on Snowflake. Winslow has long viewed Snowflake as a company that would play a key role throughout the \"data value chain,\" which is probably why he sees 86% upside in its shares.The beauty of Snowflake's operating model is twofold. First, there are clear competitive advantages. For example, sharing data stored on competing cloud infrastructure services can be difficult for businesses. But this isn't an issue for Snowflake customers. Because Snowflake's infrastructure is layered atop these popular cloud infrastructure providers, sharing data is seamless.In addition, Snowflake has also shunned the traditional subscription-based payment model in favor of one that charges based on the amount of data stored and Snowflake Compute Credits used. This considerably more transparent pricing method allows Snowflake's customers to better control their expensing (and they seem to like that).The other benefit with Snowflake for investors is an industry-leading growth rate. In the company's recently reported fiscal fourth quarter, it delivered 102% year-over-year sales growth with an exceptional net revenue retention rate of 178%. In simpler terms, existing clients spent 78% more in Q4 2022 than they did during the comparable quarter last year.As I've previously pointed out, Snowflake's biggest enemy is its valuation. In a rising-rate environment, investors may not be willing to pay a multiple of 34 times expected fiscal 2023 sales, or more than 600 times consensus earnings for fiscal 2024. While I'm of the opinion that Snowflake deserves a premium for its growth and competitive edge, it still looks too pricey for my taste.Coinbase Global: Implied upside of 223%Another beaten-down tech stock with abundant upside is cryptocurrency exchange and ecosystem-play Coinbase Global ( COIN 5.24% ). Shares of the company have plunged 57% since hitting an all-time high last year.Even before Coinbase started trading as a public company last year, MoffettNathanson analyst Lisa Ellis issued a $600 price target on its shares, which would value it at more than $150 billion. Ellis points to Coinbase's ecosystem \"providing essential building blocks to facilitate the use of cryptocurrencies\" as the core reason for her bullishness on the company.Coinbase Global's first year as a publicly traded company certainly went well from a fundamental standpoint. The company ended 2021 with 11.4 million monthly transacting users, which more than quadrupled where it finished 2020. Further, assets stored on the platform more than tripled to $278 billion, with net income soaring by a factor of 11 to $3.62 billion.  Strong performances from the Big Two, Bitcoin and Ethereum, coupled with growing interest in non-fungible tokens (NFT) and a blockchain-based, decentralized metaverse, drove investors to crypto like never before.But there are also reasons for investors to be skeptical of Coinbase -- even at $186 a share. For instance, Bitcoin and Ethereum accounted for 55% of total trading volume in 2021. These two tokens are prone to wild swings and bear markets. The problem is that bear markets in the crypto space often cause volume and interest in digital currency investing to fall off a cliff. In other words, Coinbase is far more reliant on investor emotions than its own innovation.It's also a company that could contend with shrinking margins over the long run. There's virtually no barrier to entry in the crypto-exchange space, which could allow competing platforms to undercut Coinbase's transaction fees. As investors, we watched traditional online stock brokerages undercut each other on price for two decades until commission fees were eventually done away with altogether. My suspicion is Coinbase will face the same persistent pressure on its margins over time.Zoom Video Communications: Implied upside of 154%The third and final beaten-down tech stock that could rocket higher, according to Wall Street, is cloud-based Web-conferencing company Zoom Video Communications ( ZM 2.51% ). Shares of Zoom have plummeted 80% in 17 months since hitting a record intraday high of nearly $589.At the moment, Wall Street's high-water price target on Zoom comes courtesy of analyst Sterling Auty at JPMorgan Chase. Even after lowering the firm's price target to $295 from $385 following Zoom's fourth-quarter operating results, a $295 target still implies up to 154% upside over the next 12 months.Auty's long-term growth case for Zoom hasn't changed much, even as shares of the Web-conferencing company have returned from the stratosphere. Auty believes that enterprise adoption will begin to pick up in 2022 (fiscal 2023 for Zoom) and beyond.In many respects, the ultimate pandemic play is still firing on all cylinders. Full-year sales in fiscal 2022 hit $4.1 billion, which marked a 55% increase from the previous year and a 558% increase over the company's sales in fiscal 2020.Growth has been particularly strong among larger businesses. Zoom ended last year with 2,725 customers that were contributing at least $100,000 in trailing-12-month (ttm) revenue. That's up from just 641 customers contributing at least $100,000 in ttm sales in fiscal 2020.Interestingly, though, Zoom's share price has gone virtually nowhere despite the company generating $1.6 billion in operating cash flow last year and sitting on a hearty $5.4 billion in cash and marketable securities. This cash flow and war chest should allow Zoom plenty of room to innovate and make earnings-accretive acquisitions.Even though growth has slowed from its peak during the pandemic, Zoom's Web-conferencing solutions have become embedded in the workplace. In fact, \"Zoom\" has become its own verb to describe a virtual meeting in the wake of the pandemic. While its hypergrowth stage is a thing of the past, sustained low double-digit growth could eventually (i.e., probably not in the next year) drive Zoom to $295 a share.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":333,"commentSize":46,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false}}