Profile - To The Moon

myLaohor

Posts · 101Posts · 101
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- myLaohormyLaohor
  ·12-12
  $NVIDIA Corp(NVDA)$ I will be surely buy more if the news affect the price to go south.
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- myLaohormyLaohor
  ·06-12
  AI existed in our daily life ages ago and recently AI usage in our daily software and daily activity increased. however AI had not just going to take off in our personal daily life it already started take parts in business and organisation activities and processes rapidly. Eg human resource processes and some other labour intensive processes in the business operation. For older generation of software engineer and architecture that follow the forefront of tech changes actually have no surprise at all to the word AI, OpenAI etc etc all this existed it all just recent yr put under magnifying glass as a topic in share market. Ride the train while still on full steam. It will eventually slowdown back to norm
  441 Comment
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- myLaohormyLaohor
  ·05-24
  $Tiger Brokers(TIGR)$ kopi o
  663 Comment
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- myLaohormyLaohor
  ·02-01
  nice
  Royal Caribbean Sees Upbeat 2024 Profit on Strong Booking Trends
  Feb 1 (Reuters) - Royal Caribbean Group projected annual profit above Wall Street expectations on Thursday on strong demand for cruise vacations and steeper itinerary prices.With travelers opting for
  Royal Caribbean Sees Upbeat 2024 Profit on Strong Booking Trends
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- myLaohormyLaohor
  ·2023-12-21
  This likely one of the best game tiger developed
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- myLaohormyLaohor
  ·2023-11-29
  Thank you for sharing all your most valuable lifelong-experience with us. you a legend and will beremembered 🥲
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- myLaohormyLaohor
  ·2023-10-30
  One of the fun game so far [Cool]
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- myLaohormyLaohor
  ·2023-10-30
  One of the fun game so far
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- myLaohormyLaohor
  ·2023-05-08
  Nice
  Microsoft: The Rally Still Has Legs And We Are All Too Late
  SummaryMSFT has been well-supported by the AI boom, while further boosted by the stellar FQ3'23 resu
  Microsoft: The Rally Still Has Legs And We Are All Too Late
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- myLaohormyLaohor
  ·2023-04-13
  Nice
  Top Calls on Wall Street: Chevron, Exxon Mobil, JD.com and More
  Top 5 Upgrades:Morgan Stanley upgraded WWE (WWE) to Overweight from Equal Weight with a price target
  Top Calls on Wall Street: Chevron, Exxon Mobil, JD.com and More
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itinerary prices.</p><p>With travelers opting for cruises instead of more expensive land-based vacation options, operators are experiencing record levels of bookings compared to pre-pandemic levels, giving them enough room to mark up ticket prices.</p><p>&#34;2023 was an exceptional year, propelled by unmatched demand for our brands from new and loyal guests,&#34; said CEO Jason Liberty. &#34;With the wind in our sails and record-breaking bookings, 2024 is poised to be another robust year.&#34;</p><p>The cruise operator&#39;s fourth quarter revenue rose nearly 28% to $3.33 billion, falling slightly short of analysts&#39; forecast of $3.36 billion, according to LSEG data.</p><p>Shares of the Miami, Florida-based company, which recently launched the largest cruise ship in the world, were up 2.4% before the bell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8ee1e8f56a345ff126a88590a1b3c10\" tg-width=\"840\" tg-height=\"622\"/></p><p>The cruise company said occupancy in the fourth quarter was higher than that of the same period in 2022.</p><p>Rival Carnival on Tuesday said that the first half of 2024 was almost fully booked and that it had seen an &#34;early and robust&#34; start to the wave season, a period that stretches from January through March where cruise operators offer great deals to travelers.</p><p>Royal Caribbean also said on Thursday that the wave season was off to a record start.</p><p>The company forecast 2024 adjusted profit between $9.50 and $9.70 per share, compared with analysts&#39; average estimate of $9.19 per share.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Royal Caribbean Sees Upbeat 2024 Profit on Strong Booking Trends</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{ 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.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\">\nRoyal Caribbean Sees Upbeat 2024 Profit on Strong Booking Trends\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-01 19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Feb 1 (Reuters) - Royal Caribbean Group projected annual profit above Wall Street expectations on Thursday on strong demand for cruise vacations and steeper itinerary prices.</p><p>With travelers opting for cruises instead of more expensive land-based vacation options, operators are experiencing record levels of bookings compared to pre-pandemic levels, giving them enough room to mark up ticket prices.</p><p>&#34;2023 was an exceptional year, propelled by unmatched demand for our brands from new and loyal guests,&#34; said CEO Jason Liberty. &#34;With the wind in our sails and record-breaking bookings, 2024 is poised to be another robust year.&#34;</p><p>The cruise operator&#39;s fourth quarter revenue rose nearly 28% to $3.33 billion, falling slightly short of analysts&#39; forecast of $3.36 billion, according to LSEG data.</p><p>Shares of the Miami, Florida-based company, which recently launched the largest cruise ship in the world, were up 2.4% before the bell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8ee1e8f56a345ff126a88590a1b3c10\" tg-width=\"840\" tg-height=\"622\"/></p><p>The cruise company said occupancy in the fourth quarter was higher than that of the same period in 2022.</p><p>Rival Carnival on Tuesday said that the first half of 2024 was almost fully booked and that it had seen an &#34;early and robust&#34; start to the wave season, a period that stretches from January through March where cruise operators offer great deals to travelers.</p><p>Royal Caribbean also said on Thursday that the wave season was off to a record start.</p><p>The company forecast 2024 adjusted profit between $9.50 and $9.70 per share, compared with analysts&#39; average estimate of $9.19 per share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4585":"ETF&股票定投概念","BK4561":"索罗斯持仓","BK4142":"酒店、度假村与豪华游轮","RCL":"皇家加勒比邮轮","BK4505":"高瓴资本持仓","BK4588":"碎股","BK4566":"资本集团","BK4017":"黄金","BK4517":"邮轮概念"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408768374","content_text":"Feb 1 (Reuters) - Royal Caribbean Group projected annual profit above Wall Street expectations on Thursday on strong demand for cruise vacations and steeper itinerary prices.With travelers opting for cruises instead of more expensive land-based vacation options, operators are experiencing record levels of bookings compared to pre-pandemic levels, giving them enough room to mark up ticket prices.\"2023 was an exceptional year, propelled by unmatched demand for our brands from new and loyal guests,\" said CEO Jason Liberty. \"With the wind in our sails and record-breaking bookings, 2024 is poised to be another robust year.\"The cruise operator's fourth quarter revenue rose nearly 28% to $3.33 billion, falling slightly short of analysts' forecast of $3.36 billion, according to LSEG data.Shares of the Miami, Florida-based company, which recently launched the largest cruise ship in the world, were up 2.4% before the bell.The cruise company said occupancy in the fourth quarter was higher than that of the same period in 2022.Rival Carnival on Tuesday said that the first half of 2024 was almost fully booked and that it had seen an \"early and robust\" start to the wave season, a period that stretches from January through March where cruise operators offer great deals to travelers.Royal Caribbean also said on Thursday that the wave season was off to a record start.The company forecast 2024 adjusted profit between $9.50 and $9.70 per share, compared with analysts' average estimate of $9.19 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254455830175936,"gmtCreate":1703159834165,"gmtModify":1703159838176,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"htmlText":"This likely one of the best game tiger developed&nbsp;","listText":"This likely one of the best game tiger developed&nbsp;","text":"This likely one of the best game tiger developed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254455830175936","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246754861633648,"gmtCreate":1701264190592,"gmtModify":1701264194154,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"htmlText":"Thank you for sharing all&nbsp;your most valuable lifelong-experience with us. you a legend and will beremembered 🥲","listText":"Thank you for sharing all&nbsp;your most valuable lifelong-experience with us. you a legend and will beremembered 🥲","text":"Thank you for sharing all your most valuable lifelong-experience with us. you a legend and will beremembered 🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246754861633648","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236079647457504,"gmtCreate":1698669444969,"gmtModify":1698669447431,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"htmlText":"One of the fun game so far&nbsp;[Cool]&nbsp;&nbsp;","listText":"One of the fun game so far&nbsp;[Cool]&nbsp;&nbsp;","text":"One of the fun game so far [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236079647457504","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236079990472752,"gmtCreate":1698669406671,"gmtModify":1698669410864,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"htmlText":"One of the fun game so far","listText":"One of the fun game so far","text":"One of the fun game so far","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236079990472752","isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947454767,"gmtCreate":1683535885060,"gmtModify":1683535889315,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947454767","repostId":"2333440365","repostType":4,"repost":{"id":"2333440365","kind":"highlight","pubTimestamp":1683513521,"share":"https://ttm.financial/m/news/2333440365?lang=&edition=fundamental","pubTime":"2023-05-08 10:38","market":"us","language":"en","title":"Microsoft: The Rally Still Has Legs And We Are All Too Late","url":"https://stock-news.laohu8.com/highlight/detail?id=2333440365","media":"Seekingalpha","summary":"SummaryMSFT has been well-supported by the AI boom, while further boosted by the stellar FQ3'23 resu","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>MSFT has been well-supported by the AI boom, while further boosted by the stellar FQ3&#39;23 results and optimistic FQ4&#39;23 forward guidance.</p></li><li><p>With FY2023 potentially bringing forth a top and bottom-line expansion of +6.7% and +5.4%, respectively, it is not surprising that the rally has been this aggressive.</p></li><li><p>With $10B pledged to OpenAI and a new partnership with AMD, Nadella has envisioned the company&#39;s (likely) successful transition toward the next generational platform, AI.</p></li><li><p>However, this is where we prefer to exercise prudence, due to the minimal margin of safety to our price target of $321.13.</p></li><li><p>Due to the uncertain macroeconomic outlook and increased likelihood of recession by H2&#39;23, investors may want to avoid joining the rally now.</p></li></ul><p>We had previously covered <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> in April 2023 here, with the software company going on the offensive, integrating GPT-4 capabilities in most of its product offerings. As such, it was unsurprising that Mr. Market had awarded MSFT&#39;s stock with an AI premium, widening the gap between its valuations/stock prices to GOOG&#39;s, prompting &#34;the 800-pound gorilla,&#34; and Mr. Market to &#34;dance.&#34;</p><p>In this article, we will be covering MSFT&#39;s FQ3&#39;23 results, one that has further boosted its stock prices, despite the potentially blocked ATVI deal. Perhaps the optimism has to do with the bottoming PC demand destruction, with H2&#39;23 bringing forth further tailwinds in its top and bottom-line expansion. We shall discuss this further.</p><h2>The Tech Giant Continues To Deliver And Expand Aggressively - Deserving The Rally</h2><p>MSFT has had a smashing FQ3&#39;23 earnings call, with a double beat in its top and bottom lines. Notably, it records revenues of $52.85B (inline QoQ/ +7.1% YoY) and EPS of $2.45 (+5.6% QoQ/ +10.3% YoY).</p><p>Much of the success is attributed to the growth in MSFT&#39;s Intelligent Cloud/ Azure segment, contributing revenues of $22.08B (+2.6% QoQ/ +16.3% YoY) in the latest quarter, comprising 41.7% of its total revenues (+1 points QoQ/ +3.3 YoY).</p><p>With Azure delivering operating margins of 42.8% (+1.5 points QoQ/ -1.4 YoY) in FQ3&#39;23, it appears that the company&#39;s cloud segment remains unaffected by the uncertain macroeconomic outlook.</p><p>While Q1&#39;23 numbers may not be reported yet, MSFT has also been eating Amazon&#39;s (AMZN) share in the global cloud market, growing to 23% by Q4&#39;22 (+2 points QoQ/ +5 YoY), with the latter declining to 33% (-1 point QoQ/ inline YoY), while Alphabet&#39;s (GOOG) remains stable.</p><p>In addition, it appears that the software company&#39;s headwinds from the PC demand destruction have lifted moderately, attributed to the highly promising profitability in More Personal Computing by the latest quarter. The segment reported operating incomes of $4.23B (+27.4% QoQ/ -11.5% YoY) and operating margins of 31.9% (+8.6 points QoQ/ -0.8 YoY), despite the stagnant revenues of $13.26B (-6.8% QoQ/ -9% YoY).</p><p>If we are to dig further, MSFT&#39;s More Personal Computing segment&#39;s performance has been significantly lifted by the Windows Commercial products/ cloud services in FQ3&#39;23, expanding by +14% YoY, as with Xbox content/ services at 3% YoY and Search/ news advertising revenue at +10% YoY.</p><p>Furthermore, the Window segment is showing signs of recovery, with revenues of $5.32B by the latest quarter (+10.8% QoQ/ -12.2% YoY), naturally being much improved from pre-pandemic levels of $4.94B in FQ3&#39;20 and $5.22B in FQ3&#39;21. This cadence further underscores its winning strategy of offering a &#34;consolidated playbook&#34; to corporate/ retail consumers, across Azure, Dynamics, Teams, Security, Edge, and Bing.</p><p>While the integrated strategy may have forced MSFT to &#34;unbundle&#34; Microsoft Teams with Office products in the EU, to avoid a &#34;formal antitrust investigation by regulators,&#34; we believe that market demand may be more than healthy. By the end of 2022, over 1.4B (+7.6% YoY) of people /businesses use its offerings globally.</p><p>With Intel (INTC) similarly suggesting the bottoming of the PC downturn by Q2&#39;23, we suppose MSFT may have further tailwinds for top and bottom-line expansion by H2&#39;23, significantly aided by the aggressive AI strategy.</p><p>The software company has integrated AI across its first-party product offerings, most notably in Azure, driving performance while improving efficiency in resource usage. Particularly, it records optimized &#34;cost footprint&#34; QoQ, driving COGS down while expanding cloud margins, as witnessed in FQ3&#39;23 results.</p><p>As a result, it is unsurprising that MSFT&#39;s Research &amp; Development has also drastically expanded to $6.98B in FQ3&#39;23 (+2% QoQ/ +10.7% YoY), comprising 13.2% of its revenues, compared to FY2022 cadence of 12%.</p><p>This is on top of the supposed $10B pledged to OpenAI and a new partnership with Advanced Micro Devices (AMD) for the development of next-gen AI chips, as Satya Nadella, the CEO of MSFT, envisions the company&#39;s (likely) successful transition toward the next generational platform, AI:</p><blockquote>As we look towards a future where chat becomes a new way for people to seek information, consumers have real choice in business model and modalities with Azure-powered chat entry points across Bing, Edge, Windows, and OpenAI’s ChatGPT. We look forward to continuing this journey in what is a generational shift in the largest software category, search. (Seeking Alpha)</blockquote><h2>So, Is MSFT Stock A Buy, Sell, or Hold?</h2><p><strong>MSFT YTD Stock Price</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62f048cfd8cac7dce021e0cff006f714\" alt=\"Trading View\" title=\"Trading View\" tg-width=\"640\" tg-height=\"368\"/><span>Trading View</span></p><p>While we have scooped up more MSFT shares at the previous January 2023 bottom of $220, it appears that the rally has come relatively fast and furious, with the stock gaining +39.30% since then, compared to AMZN at +22.74%, GOOG at +20.48%, and SPY at +6.33%.</p><p>Its forward guidance demonstrated its highly optimistic outlook as well, with FQ4&#39;23 revenues of up to $55.85B (+5.6% QoQ/ +7.6% YoY) and an operating income of up to $23.65B (+5.8% QoQ/ +15.1% YoY), suggesting improved operating margins of up to 42.3% (+0.1 points QoQ/ +2.8 YoY).</p><p>Therefore, it is unsurprising that the MSFT stock is highly buoyant, potentially retesting its March 2022 resistance levels of $315 ahead.</p><p><strong>MSFT, GOOG, and AMZN 10Y EV/Revenue</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0f9ed47100b65458315588a9a3b4390\" tg-width=\"640\" tg-height=\"384\"/></p><p>S&amp;P Capital IQ</p><p>However, this is where we have turned cautious, since the MSFT stock seems richly valued at the moment, trading at NTM EV/Revenue of 9.86x, compared to its 5Y mean of 8.66x and 1Y mean of 8.65x.</p><p>In addition, the stock is also trading way above its cloud provider peers, such as GOOG at NTM EV/Revenue of 4.08x and AMZN of 2.06x, with the two latter similarly trading below their 5Y mean of 4.87x/ 3.13x while in line with their 1Y mean of 4.14x/ 2.17x, respectively.</p><p>MSFT&#39;s premium may not be warranted, since it is only expected to record a top-line CAGR of 10.1% through FY2025, compared to GOOG at 9.8% and AMZN at 10.9%. While the former may benefit from the AI boom, it is uncertain how things may develop ahead, due to the potential regulatory headwinds.</p><p>Then again, Palantir Technologies (PLTR) has been using AI as its data processing platform in multiple use cases, such as the military, tech companies, healthcare, and oil/gas industries, amongst others. Particularly, the US government comprised 71.2% (-5.9 points YoY) or $826M (+22% YoY) of its FY2022 revenues of $1.16B (+32% YoY).</p><p>With PLTR&#39;s offerings also achieving the highest possible DoD Impact Level 6 (IL6) PA from the Defense Information Systems Agency in October 2022, along with MSFT and AMZN, we suppose regulatory approvals and widespread adoptions may come sooner than expected.</p><p><strong>MSFT 2Y Stock Price</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfbfe28672768baebcae2fd41819c1a9\" tg-width=\"640\" tg-height=\"335\"/></p><p>Trading View</p><p>It appears that the &#34;rally still has legs,&#34; with MSFT likely to retest its next resistance level at March 2022 of $315 over the next few days. Nonetheless, with the peak recessionary fears painting an uncertain macroeconomic outlook, we prefer to prudently rate the stock as a Hold here, due to the minimal upside potential to our price target of $321.64. This is based on its 1Y P/E mean of 25.67 and the market analyst&#39;s projected FY2025 EPS of $12.53.</p><p>Interested investors may want to wait for moderate retracements ahead, for an improved margin of safety. Do not chase the rally here.</p><p>Furthermore, the software company faces further uncertainty from the Activision Blizzard (ATVI) deal, with the UK regulators blocking the acquisition. We are personally happy with the decision, attributed to the slight premium that the former planned to pay at $69B.</p><p>Given the Fed&#39;s pessimistic outlook, it may be more prudent for MSFT to retain excess liquidity on the balance sheet, with it reporting FQ3&#39;23 cash/ short-term investments of $104.41B (+4.9% QoQ/ inline YoY), while similarly paying down its long-term debts to $41.96B (-4.8% QoQ/ -12.8% YoY).</p><p>With the growing hype surrounding ChatGPT and AI-enabled technologies, we believe there are more than sufficient growth drivers for the company, implying the reduced need to rely on ATVI at these elevated valuations.</p><p>Then again, assuming that the appeal is successful, it will not be surprising to see the MSFT stock further rally, due to the massively accretive effect on its gaming ambitions, significantly boosted by ATVI&#39;s $49.73B in Enterprise Value at the time of writing.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: The Rally Still Has Legs And We Are All Too Late\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-08 10:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4601150-microsoft-the-rally-still-has-legs-and-we-are-all-too-late><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMSFT has been well-supported by the AI boom, while further boosted by the stellar FQ3'23 results and optimistic FQ4'23 forward guidance.With FY2023 potentially bringing forth a top and bottom-...</p>\n\n<a href=\"https://seekingalpha.com/article/4601150-microsoft-the-rally-still-has-legs-and-we-are-all-too-late\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4601150-microsoft-the-rally-still-has-legs-and-we-are-all-too-late","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2333440365","content_text":"SummaryMSFT has been well-supported by the AI boom, while further boosted by the stellar FQ3'23 results and optimistic FQ4'23 forward guidance.With FY2023 potentially bringing forth a top and bottom-line expansion of +6.7% and +5.4%, respectively, it is not surprising that the rally has been this aggressive.With $10B pledged to OpenAI and a new partnership with AMD, Nadella has envisioned the company's (likely) successful transition toward the next generational platform, AI.However, this is where we prefer to exercise prudence, due to the minimal margin of safety to our price target of $321.13.Due to the uncertain macroeconomic outlook and increased likelihood of recession by H2'23, investors may want to avoid joining the rally now.We had previously covered Microsoft in April 2023 here, with the software company going on the offensive, integrating GPT-4 capabilities in most of its product offerings. As such, it was unsurprising that Mr. Market had awarded MSFT's stock with an AI premium, widening the gap between its valuations/stock prices to GOOG's, prompting \"the 800-pound gorilla,\" and Mr. Market to \"dance.\"In this article, we will be covering MSFT's FQ3'23 results, one that has further boosted its stock prices, despite the potentially blocked ATVI deal. Perhaps the optimism has to do with the bottoming PC demand destruction, with H2'23 bringing forth further tailwinds in its top and bottom-line expansion. We shall discuss this further.The Tech Giant Continues To Deliver And Expand Aggressively - Deserving The RallyMSFT has had a smashing FQ3'23 earnings call, with a double beat in its top and bottom lines. Notably, it records revenues of $52.85B (inline QoQ/ +7.1% YoY) and EPS of $2.45 (+5.6% QoQ/ +10.3% YoY).Much of the success is attributed to the growth in MSFT's Intelligent Cloud/ Azure segment, contributing revenues of $22.08B (+2.6% QoQ/ +16.3% YoY) in the latest quarter, comprising 41.7% of its total revenues (+1 points QoQ/ +3.3 YoY).With Azure delivering operating margins of 42.8% (+1.5 points QoQ/ -1.4 YoY) in FQ3'23, it appears that the company's cloud segment remains unaffected by the uncertain macroeconomic outlook.While Q1'23 numbers may not be reported yet, MSFT has also been eating Amazon's (AMZN) share in the global cloud market, growing to 23% by Q4'22 (+2 points QoQ/ +5 YoY), with the latter declining to 33% (-1 point QoQ/ inline YoY), while Alphabet's (GOOG) remains stable.In addition, it appears that the software company's headwinds from the PC demand destruction have lifted moderately, attributed to the highly promising profitability in More Personal Computing by the latest quarter. The segment reported operating incomes of $4.23B (+27.4% QoQ/ -11.5% YoY) and operating margins of 31.9% (+8.6 points QoQ/ -0.8 YoY), despite the stagnant revenues of $13.26B (-6.8% QoQ/ -9% YoY).If we are to dig further, MSFT's More Personal Computing segment's performance has been significantly lifted by the Windows Commercial products/ cloud services in FQ3'23, expanding by +14% YoY, as with Xbox content/ services at 3% YoY and Search/ news advertising revenue at +10% YoY.Furthermore, the Window segment is showing signs of recovery, with revenues of $5.32B by the latest quarter (+10.8% QoQ/ -12.2% YoY), naturally being much improved from pre-pandemic levels of $4.94B in FQ3'20 and $5.22B in FQ3'21. This cadence further underscores its winning strategy of offering a \"consolidated playbook\" to corporate/ retail consumers, across Azure, Dynamics, Teams, Security, Edge, and Bing.While the integrated strategy may have forced MSFT to \"unbundle\" Microsoft Teams with Office products in the EU, to avoid a \"formal antitrust investigation by regulators,\" we believe that market demand may be more than healthy. By the end of 2022, over 1.4B (+7.6% YoY) of people /businesses use its offerings globally.With Intel (INTC) similarly suggesting the bottoming of the PC downturn by Q2'23, we suppose MSFT may have further tailwinds for top and bottom-line expansion by H2'23, significantly aided by the aggressive AI strategy.The software company has integrated AI across its first-party product offerings, most notably in Azure, driving performance while improving efficiency in resource usage. Particularly, it records optimized \"cost footprint\" QoQ, driving COGS down while expanding cloud margins, as witnessed in FQ3'23 results.As a result, it is unsurprising that MSFT's Research & Development has also drastically expanded to $6.98B in FQ3'23 (+2% QoQ/ +10.7% YoY), comprising 13.2% of its revenues, compared to FY2022 cadence of 12%.This is on top of the supposed $10B pledged to OpenAI and a new partnership with Advanced Micro Devices (AMD) for the development of next-gen AI chips, as Satya Nadella, the CEO of MSFT, envisions the company's (likely) successful transition toward the next generational platform, AI:As we look towards a future where chat becomes a new way for people to seek information, consumers have real choice in business model and modalities with Azure-powered chat entry points across Bing, Edge, Windows, and OpenAI’s ChatGPT. We look forward to continuing this journey in what is a generational shift in the largest software category, search. (Seeking Alpha)So, Is MSFT Stock A Buy, Sell, or Hold?MSFT YTD Stock PriceTrading ViewWhile we have scooped up more MSFT shares at the previous January 2023 bottom of $220, it appears that the rally has come relatively fast and furious, with the stock gaining +39.30% since then, compared to AMZN at +22.74%, GOOG at +20.48%, and SPY at +6.33%.Its forward guidance demonstrated its highly optimistic outlook as well, with FQ4'23 revenues of up to $55.85B (+5.6% QoQ/ +7.6% YoY) and an operating income of up to $23.65B (+5.8% QoQ/ +15.1% YoY), suggesting improved operating margins of up to 42.3% (+0.1 points QoQ/ +2.8 YoY).Therefore, it is unsurprising that the MSFT stock is highly buoyant, potentially retesting its March 2022 resistance levels of $315 ahead.MSFT, GOOG, and AMZN 10Y EV/RevenueS&P Capital IQHowever, this is where we have turned cautious, since the MSFT stock seems richly valued at the moment, trading at NTM EV/Revenue of 9.86x, compared to its 5Y mean of 8.66x and 1Y mean of 8.65x.In addition, the stock is also trading way above its cloud provider peers, such as GOOG at NTM EV/Revenue of 4.08x and AMZN of 2.06x, with the two latter similarly trading below their 5Y mean of 4.87x/ 3.13x while in line with their 1Y mean of 4.14x/ 2.17x, respectively.MSFT's premium may not be warranted, since it is only expected to record a top-line CAGR of 10.1% through FY2025, compared to GOOG at 9.8% and AMZN at 10.9%. While the former may benefit from the AI boom, it is uncertain how things may develop ahead, due to the potential regulatory headwinds.Then again, Palantir Technologies (PLTR) has been using AI as its data processing platform in multiple use cases, such as the military, tech companies, healthcare, and oil/gas industries, amongst others. Particularly, the US government comprised 71.2% (-5.9 points YoY) or $826M (+22% YoY) of its FY2022 revenues of $1.16B (+32% YoY).With PLTR's offerings also achieving the highest possible DoD Impact Level 6 (IL6) PA from the Defense Information Systems Agency in October 2022, along with MSFT and AMZN, we suppose regulatory approvals and widespread adoptions may come sooner than expected.MSFT 2Y Stock PriceTrading ViewIt appears that the \"rally still has legs,\" with MSFT likely to retest its next resistance level at March 2022 of $315 over the next few days. Nonetheless, with the peak recessionary fears painting an uncertain macroeconomic outlook, we prefer to prudently rate the stock as a Hold here, due to the minimal upside potential to our price target of $321.64. This is based on its 1Y P/E mean of 25.67 and the market analyst's projected FY2025 EPS of $12.53.Interested investors may want to wait for moderate retracements ahead, for an improved margin of safety. Do not chase the rally here.Furthermore, the software company faces further uncertainty from the Activision Blizzard (ATVI) deal, with the UK regulators blocking the acquisition. We are personally happy with the decision, attributed to the slight premium that the former planned to pay at $69B.Given the Fed's pessimistic outlook, it may be more prudent for MSFT to retain excess liquidity on the balance sheet, with it reporting FQ3'23 cash/ short-term investments of $104.41B (+4.9% QoQ/ inline YoY), while similarly paying down its long-term debts to $41.96B (-4.8% QoQ/ -12.8% YoY).With the growing hype surrounding ChatGPT and AI-enabled technologies, we believe there are more than sufficient growth drivers for the company, implying the reduced need to rely on ATVI at these elevated valuations.Then again, assuming that the appeal is successful, it will not be surprising to see the MSFT stock further rally, due to the massively accretive effect on its gaming ambitions, significantly boosted by ATVI's $49.73B in Enterprise Value at the time of writing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945110554,"gmtCreate":1681400900878,"gmtModify":1681400904894,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945110554","repostId":"1149609772","repostType":2,"repost":{"id":"1149609772","kind":"news","pubTimestamp":1681395769,"share":"https://ttm.financial/m/news/1149609772?lang=&edition=fundamental","pubTime":"2023-04-13 22:22","market":"us","language":"en","title":"Top Calls on Wall Street: Chevron, Exxon Mobil, JD.com and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1149609772","media":"TheFly","summary":"Top 5 Upgrades:Morgan Stanley upgraded WWE (WWE) to Overweight from Equal Weight with a price target","content":"<html><head></head><body><p><strong>Top 5 Upgrades:</strong></p><ul><li><p>Morgan Stanley upgraded<strong> WWE</strong> (WWE) to Overweight from Equal Weight with a price target of $120, up from $105. The analyst sees TKO, the combined WWE and UFC business, as offering an attractive risk/reward given the &#34;secular tailwinds&#34; behind sports and entertainment media rights revenues, live content, and the &#34;defensive characteristics&#34; of largely contracted revenue growth.</p></li><li><p>Citi upgraded <strong>Steven Madden</strong> (SHOO) to Buy from Neutral with a price target of $42, up from $40. The analyst also opened a &#34;positive catalyst watch&#34; on the shares ahead of the company&#39;s Q1 results on April 26. The firm anticipates a &#34;modest&#34; Q1 beat, but more importantly, expects management to talk &#34;more optimistically&#34; about wholesale trends, suggesting upside in Q2 and fiscal 2023.</p></li><li><p>BofA upgraded <strong>SunPower </strong>(SPWR) to Neutral from Underperform with a price target of $15, up from $14. The analyst sees improved visibility into the company&#39;s 2023 profitability.</p></li><li><p>Scotiabank upgraded <strong>Chevron</strong> (CVX) to Outperform from Sector Perform with a price target of $200, up from $195. The firm sees the risk/reward for Chevron having improved.</p></li><li><p>Citi analyst Andrew Baum upgraded <strong>Merck </strong>(MRK) to Buy from Neutral with a price target of $130, up from $105. The analyst &#34;materially&#34; increased estimates for Merck to reflect its novel antibody drug conjugates for cancer MK-2870/SKB-264 and cardiology agents sotatercept and MK-0616.</p></li></ul><p><strong>Top 5 Downgrades:</strong></p><ul><li><p>Deutsche Bank downgraded <strong>First Solar </strong>(FSLR) to Hold from Buy with a price target of $230, up from $190. Now is an opportune moment for investors to look for better risk/reward elsewhere in the solar space after First Solar&#39;s stock rally of 45% since early November, the analyst tells investors in a research note.</p></li><li><p>Scotiabank downgraded <strong>Exxon Mobil </strong>(XOM) to Sector Perform from Outperform with a price target of $135, down from $140. Citing Chevron&#39;s higher oil beta among the super majors, the firm also notes that Exxon shares have further outperformed those of its peer since mid-January after having outperformed Chevron by 27% in 2022 and 9% in 2021.</p></li><li><p>Jefferies downgraded <strong>LSB Industries</strong> (LXU) to Hold from Buy with a price target of $10, down from $20. The sequential decline in ammonia prices has accelerated, aggravated by delays in pre-planting ammonia applications, and with persistent weakness in natural gas prices in Europe and risks to industrial demand later this year, fly-ups appear unlikely until 2025-2026 at the earliest, the analyst tells investors in a research note.</p></li><li><p>Jefferies downgraded <strong>LyondellBasell</strong> (LYB) to Hold from Buy with a price target of $90, down from $113. With OPEC&#39;s production cut and U.S. natural gas testing $2 per MMBTU, the U.S. shale advantage thesis has played out, the analyst said.</p></li><li><p>UBS downgraded <strong>JD.com</strong> (JD) to Neutral from Buy with a price target of $43, down from $60. JD lacks exposure to the faster growing segments of e-commerce, argues the firm, which believes JD could undergo a longer adjustment period in order to improve its product selection and user experience for value oriented shoppers to better compete in the long-term with Pinduoduo (PDD), Alibaba (BABA) and Douyin.</p></li></ul><p><strong>Top 5 Initiations:</strong></p><ul><li><p>Mizuho initiated coverage of <strong>General Motors </strong>(GM) with a Neutral rating and $39 price target. While noting that GM has a broad consumer-commercial EV portfolio, the firm notes this is currently only about 2% of the mix and while it sees GM being positioned &#34;well for the next decade of EVs,&#34; a transition from a profitable, roughly 98% ICE portfolio to an EV portfolio that currently has a negative 15%-30% gross margin &#34;poses significant challenges.&#34;</p></li><li><p>Cantor Fitzgerald initiated coverage of <strong>Crispr Therapeutics</strong> (CRSP) with an Overweight rating and $72 price target. The analyst says Crispr &#34;stands out&#34; as an &#34;interesting&#34; gene editing play for 2023.</p></li><li><p>Canaccord initiated coverage of<strong> Intellia Therapeutics</strong> (NTLA) with a Buy rating and $66 price target. The company&#39;s focus on in-vivo gene editing in large, rare indications was &#34;perhaps not the fastest path to the clinic&#34; relative to its early CRISPR peer companies, but Intellia&#39;s &#34;methodical approach has paid off,&#34; the analyst tells investors.</p></li><li><p>Benchmark initiated coverage of <strong>Broadcom</strong> (AVGO) with a Buy rating and $770 price target. Broadcom became the second largest market cap company in the chip industry following its 2017 acquisition of Brocade and now it remains number two, trailing only Nvidia (NVDA), following years of organic growth and &#34;dozens of successful acquisitions.&#34;</p></li><li><p>Baird initiated coverage of <strong>Pliant Therapeutics </strong>(PLRX) with an Outperform rating and $44 price target. The analyst contends that bexotegrast is a promising agent for idiopathic pulmonary fibrosis, supported by the 12-week phase 2a data released by Pliant in January 2023.</p></li></ul></body></html>","source":"lsy1666364704704","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>Top Calls on Wall Street: Chevron, Exxon Mobil, JD.com and More</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\">\nTop Calls on Wall Street: Chevron, Exxon Mobil, JD.com and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-13 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3694038&headline=WWE;SHOO;SPWR;GM;CRSP;FSLR;XOM;CVX;LXU;LYB;JD;AVGO;PLRX;MRK-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Morgan Stanley upgraded WWE (WWE) to Overweight from Equal Weight with a price target of $120, up from $105. The analyst sees TKO, the combined WWE and UFC business, as offering an ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3694038&headline=WWE;SHOO;SPWR;GM;CRSP;FSLR;XOM;CVX;LXU;LYB;JD;AVGO;PLRX;MRK-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","XOM":"埃克森美孚","CVX":"雪佛龙","JD":"京东"},"source_url":"https://thefly.com/landingPageNews.php?id=3694038&headline=WWE;SHOO;SPWR;GM;CRSP;FSLR;XOM;CVX;LXU;LYB;JD;AVGO;PLRX;MRK-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149609772","content_text":"Top 5 Upgrades:Morgan Stanley upgraded WWE (WWE) to Overweight from Equal Weight with a price target of $120, up from $105. The analyst sees TKO, the combined WWE and UFC business, as offering an attractive risk/reward given the \"secular tailwinds\" behind sports and entertainment media rights revenues, live content, and the \"defensive characteristics\" of largely contracted revenue growth.Citi upgraded Steven Madden (SHOO) to Buy from Neutral with a price target of $42, up from $40. The analyst also opened a \"positive catalyst watch\" on the shares ahead of the company's Q1 results on April 26. The firm anticipates a \"modest\" Q1 beat, but more importantly, expects management to talk \"more optimistically\" about wholesale trends, suggesting upside in Q2 and fiscal 2023.BofA upgraded SunPower (SPWR) to Neutral from Underperform with a price target of $15, up from $14. The analyst sees improved visibility into the company's 2023 profitability.Scotiabank upgraded Chevron (CVX) to Outperform from Sector Perform with a price target of $200, up from $195. The firm sees the risk/reward for Chevron having improved.Citi analyst Andrew Baum upgraded Merck (MRK) to Buy from Neutral with a price target of $130, up from $105. The analyst \"materially\" increased estimates for Merck to reflect its novel antibody drug conjugates for cancer MK-2870/SKB-264 and cardiology agents sotatercept and MK-0616.Top 5 Downgrades:Deutsche Bank downgraded First Solar (FSLR) to Hold from Buy with a price target of $230, up from $190. Now is an opportune moment for investors to look for better risk/reward elsewhere in the solar space after First Solar's stock rally of 45% since early November, the analyst tells investors in a research note.Scotiabank downgraded Exxon Mobil (XOM) to Sector Perform from Outperform with a price target of $135, down from $140. Citing Chevron's higher oil beta among the super majors, the firm also notes that Exxon shares have further outperformed those of its peer since mid-January after having outperformed Chevron by 27% in 2022 and 9% in 2021.Jefferies downgraded LSB Industries (LXU) to Hold from Buy with a price target of $10, down from $20. The sequential decline in ammonia prices has accelerated, aggravated by delays in pre-planting ammonia applications, and with persistent weakness in natural gas prices in Europe and risks to industrial demand later this year, fly-ups appear unlikely until 2025-2026 at the earliest, the analyst tells investors in a research note.Jefferies downgraded LyondellBasell (LYB) to Hold from Buy with a price target of $90, down from $113. With OPEC's production cut and U.S. natural gas testing $2 per MMBTU, the U.S. shale advantage thesis has played out, the analyst said.UBS downgraded JD.com (JD) to Neutral from Buy with a price target of $43, down from $60. JD lacks exposure to the faster growing segments of e-commerce, argues the firm, which believes JD could undergo a longer adjustment period in order to improve its product selection and user experience for value oriented shoppers to better compete in the long-term with Pinduoduo (PDD), Alibaba (BABA) and Douyin.Top 5 Initiations:Mizuho initiated coverage of General Motors (GM) with a Neutral rating and $39 price target. While noting that GM has a broad consumer-commercial EV portfolio, the firm notes this is currently only about 2% of the mix and while it sees GM being positioned \"well for the next decade of EVs,\" a transition from a profitable, roughly 98% ICE portfolio to an EV portfolio that currently has a negative 15%-30% gross margin \"poses significant challenges.\"Cantor Fitzgerald initiated coverage of Crispr Therapeutics (CRSP) with an Overweight rating and $72 price target. The analyst says Crispr \"stands out\" as an \"interesting\" gene editing play for 2023.Canaccord initiated coverage of Intellia Therapeutics (NTLA) with a Buy rating and $66 price target. The company's focus on in-vivo gene editing in large, rare indications was \"perhaps not the fastest path to the clinic\" relative to its early CRISPR peer companies, but Intellia's \"methodical approach has paid off,\" the analyst tells investors.Benchmark initiated coverage of Broadcom (AVGO) with a Buy rating and $770 price target. Broadcom became the second largest market cap company in the chip industry following its 2017 acquisition of Brocade and now it remains number two, trailing only Nvidia (NVDA), following years of organic growth and \"dozens of successful acquisitions.\"Baird initiated coverage of Pliant Therapeutics (PLRX) with an Outperform rating and $44 price target. The analyst contends that bexotegrast is a promising agent for idiopathic pulmonary fibrosis, supported by the 12-week phase 2a data released by Pliant in January 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}