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Marcooseee

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- MarcooseeeMarcooseee
  ·10-29
  $Recursion Pharmaceuticals, Inc.(RXRX)$ weee
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- MarcooseeeMarcooseee
  ·10-14
  $Spectral AI Inc.(MDAI)$ lets go ITS ABOUT TIME FOR THIS ROCKET TO BLAST OFF
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- MarcooseeeMarcooseee
  ·10-14
  FUD generating posts [LOL]
  The Biggest Problem With Nvidia's Stock That Everyone Is Missing
  Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.The stock's sales multiple is contracting due to slowing sales growth, impac
  The Biggest Problem With Nvidia's Stock That Everyone Is Missing
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- MarcooseeeMarcooseee
  ·2021-08-27
  $Support.com(SPRT)$please stop halting. There is no way the shorts are gonna win this one
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- MarcooseeeMarcooseee
  ·2021-08-20
  $Support.com(SPRT)$Hold on guysss dont panic sell!!!!! GODSPEED U RETARDS
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- MarcooseeeMarcooseee
  ·2021-08-16
  $Support.com(SPRT)$Lets goooo
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- MarcooseeeMarcooseee
  ·2021-07-27
  Oh no
  EV Stocks dipped in Tuesday morning trading
  EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell
  EV Stocks dipped in Tuesday morning trading
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- MarcooseeeMarcooseee
  ·2021-07-27
  Should look into this
  Sorry, this post has been deleted
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- MarcooseeeMarcooseee
  ·2021-04-28
  Fufu
  Sorry, this post has been deleted
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- MarcooseeeMarcooseee
  ·2021-04-28
  Lit
  Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.
  Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g
  Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.
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href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$ </a> weee","listText":"<a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$ </a> weee","text":"$Recursion Pharmaceuticals, Inc.(RXRX)$ weee","images":[{"img":"https://community-static.tradeup.com/news/a948a99cccde865c08df5938cc41de34","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365210897481752","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CBA","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. 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Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":360002731524304,"gmtCreate":1728919171840,"gmtModify":1728919280467,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MDAI\">$Spectral AI Inc.(MDAI)$ </a> lets go ITS ABOUT TIME FOR THIS ROCKET TO BLAST OFF","listText":"<a href=\"https://ttm.financial/S/MDAI\">$Spectral AI Inc.(MDAI)$ </a> lets go ITS ABOUT TIME FOR THIS ROCKET TO BLAST OFF","text":"$Spectral AI Inc.(MDAI)$ lets go ITS ABOUT TIME FOR THIS ROCKET TO BLAST OFF","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360002731524304","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359982103593144,"gmtCreate":1728894259001,"gmtModify":1728894262803,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"FUD generating posts&nbsp;[LOL]&nbsp;&nbsp;","listText":"FUD generating posts&nbsp;[LOL]&nbsp;&nbsp;","text":"FUD generating posts [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359982103593144","repostId":"2475499088","repostType":2,"repost":{"id":"2475499088","pubTimestamp":1728814500,"share":"https://ttm.financial/m/news/2475499088?lang=&edition=fundamental","pubTime":"2024-10-13 18:15","market":"hk","language":"en","title":"The Biggest Problem With Nvidia's Stock That Everyone Is Missing","url":"https://stock-news.laohu8.com/highlight/detail?id=2475499088","media":"seekingalpha","summary":"Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.The stock's sales multiple is contracting due to slowing sales growth, impac","content":"<html><body><ul><li>Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.</li><li>The stock's sales multiple is contracting due to slowing sales growth, impacting Nvidia's ability to maintain its high market cap.</li><li>Analysts' price targets may be unrealistic without either multiple expansion or significant revenue upgrades, which seems unlikely given current trends.</li><li>Future stock performance hinges on Nvidia exceeding lofty expectations amid slowing growth, making current valuations challenging to justify.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>BING-JHEN HONG</p></figcaption></figure></p> <p>While Nvidia (<span>NASDAQ:NVDA</span>) remains all the rage these days, with investors hoping to see continued strong growth and soaring revenue with the release of its news Blackwell GPU, most investors forget the most critical piece of a stock<span> price: what the market is willing to pay for it.</span></p> <p>Tesla (TSLA) is a perfect example. Despite massive revenue growth, its stock price has fallen sharply from its peak because its growth rate slowed. This led to lower valuations as the market became less willing to pay high multiples.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287451199564283.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <h2>High Valuation Faces Slowing Growth</h2> <p>Nvidia faces a similar risk as the production cycle matures. Because the market has assigned such a high valuation to the stock, it is highly probable that, over time, growth slows the sales multiple contracts.</p> <p>Many investors today tend to think that things like fundamentals do not matter. On a day-to-day basis, they do not. But over more extended time frames, they do tend to matter. Tesla has been a prime example of this, and Nvidia could face a similar fate.</p> <h2>Revenue Is Just A Number</h2> <p>The expected revenue outlook isn't currently driving the stock price. Plenty of companies in the S&amp;P 500 are projected to have revenue of about $200 billion per year, yet not all have a roughly $3 trillion market cap.</p> <p>Ultimately, what makes Nvidia worth $3 trillion is the amount investors are willing to pay for that revenue—currently, based on sales estimates over the next twelve months, the stock trades at roughly 20 times sales. This multiple is lower than what investors were willing to pay in August when it was almost 22, and June when it was around 24. So, one reason the stock hasn't advanced since June despite some positive news and hopes of higher revenue growth is that the sales multiple is starting to contract.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287420509282055.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <h2>The Growth Rate Drives The Valuation</h2> <p>The sales multiple is starting to contract because the sales growth rate appears to be slowing. We have seen this time and time again in this stock over time. It happened in 2018 and 2021, even going back to the mid-2000s. Historically, when the sales growth rate has increased, the price-to-sales multiple has expanded, and when the growth rate slows, the multiple contracts.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287423272983592.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>Based on current analysts' estimates, growth is expected to slow dramatically in the coming quarters, which would likely suggest that sales multiples will continue to contract over time. Therefore, even if the company reaches all of the targets that analysts have laid out for futures and sales estimates are active, the stock price may not only not rise but could even decline.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-1728742440154051.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>The revenue growth rate must accelerate for the stock price to continue rising. This will allow the multiple to grow again and, more importantly, drive higher revenue targets. But what has been happening is that revenue revisions on a rolling 30-day basis have been seeing positive revisions slow, and as a result, the growth rate in those revisions is falling.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287429848378944.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>More importantly, the stock price fluctuates with the rolling 30-day sales estimates changes. The sales multiple is falling because the change in those sales estimates is slowing. Despite the positive revisions, the stock price has been moving sideways because the positive revisions aren't enough to lift the growth rate presently.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-172874318210379.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>However, as we continue to move forward, sales growth slows further, and the revisions potentially become smaller simply due to the law of large numbers; the rising sales estimates will no longer offset the contraction in the multiple.</p> <h2>Analysts Expectations Seem Misaligned</h2> <p>Analysts have a 12-month price target on the stock of about $148 per share, an increase in value of about 10% of its current price, implying that the stock's market cap will rise to around $3.6 trillion from its current $3.3 trillion. However, analysts estimate show revenue rising to around $164 billion, but at its current sales multiple of 20.2, to reach that valuation, the multiple would need to expand to around 22, or the company would need revenue to climb to $178 billion, or about 9% higher than current estimates.</p> <p>With this price target, it isn't clear if analysts are expecting the multiple to expand or forecast revenue upgrades.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-17287465557996092.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>It is possible that there could be an upside to analysts' current revenue estimates. After all, Nvidia has consistently beaten analysts' forecasts over the past number of quarters and then raised future guidance. But even the beat rate has been slowing in recent quarters, which is something else that will affect future valuations.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/12/26750043-1728745881284706.png\"/></span> </picture><figcaption><p><span>Bloomberg</span></p></figcaption></figure></p> <p>Plus, with a slowing growth rate, it isn't clear that the price-to-sales multiple should be expanding now; the more likely case is that it should be contracting. For the stock to achieve the path analysts have laid out, Nvidia must exceed those estimates.</p> <p>It is also noticeable that shifts in valuation occur around earnings releases, which again is a sign that the market is using the company's guidance and results to plot a path for its projected growth rate. That would mean the next opportunity for a change in the stock's valuation may come in November. If the beat rate were to slow again, and revisions that followed resulted in a lower revision rate, it would strengthen the case for a lower multiple on the stock.</p> <p>It is quite possible that even if the company achieves all of the lofty expectations that have been placed on it due to its recent success, the stock may struggle to rise from its current levels. Not because it has fallen short or because the business isn't good, but simply because the growth rate is slowing from a very high level, resulting in a lower valuation.</p> <p>This means that to be a buyer of Nvidia at current valuations implies that you think the company will be able to meet expectations and, more importantly, exceed them.</p> <div></div> <p>It is not an easy game.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Biggest Problem With Nvidia's Stock That Everyone Is Missing</title>\n<style 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}\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\">\nThe Biggest Problem With Nvidia's Stock That Everyone Is Missing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-13 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4726425-nvidia-stock-biggest-problem-everyone-missing><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.The stock's sales multiple is contracting due to slowing sales growth, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4726425-nvidia-stock-biggest-problem-everyone-missing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg","relate_stocks":{"HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","L":"洛斯公司","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4549":"软银资本持仓","3NVD.UK":"LS 3X NVIDIA","BK4548":"巴美列捷福持仓","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BK4529":"IDC概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc 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INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","NVDA":"英伟达","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4141":"半导体产品","BK4550":"红杉资本持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4726425-nvidia-stock-biggest-problem-everyone-missing","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2475499088","content_text":"Nvidia's high valuation faces risk as growth slows, similar to Tesla's past stock performance despite strong revenue growth.The stock's sales multiple is contracting due to slowing sales growth, impacting Nvidia's ability to maintain its high market cap.Analysts' price targets may be unrealistic without either multiple expansion or significant revenue upgrades, which seems unlikely given current trends.Future stock performance hinges on Nvidia exceeding lofty expectations amid slowing growth, making current valuations challenging to justify.   BING-JHEN HONG While Nvidia (NASDAQ:NVDA) remains all the rage these days, with investors hoping to see continued strong growth and soaring revenue with the release of its news Blackwell GPU, most investors forget the most critical piece of a stock price: what the market is willing to pay for it. Tesla (TSLA) is a perfect example. Despite massive revenue growth, its stock price has fallen sharply from its peak because its growth rate slowed. This led to lower valuations as the market became less willing to pay high multiples.   Bloomberg High Valuation Faces Slowing Growth Nvidia faces a similar risk as the production cycle matures. Because the market has assigned such a high valuation to the stock, it is highly probable that, over time, growth slows the sales multiple contracts. Many investors today tend to think that things like fundamentals do not matter. On a day-to-day basis, they do not. But over more extended time frames, they do tend to matter. Tesla has been a prime example of this, and Nvidia could face a similar fate. Revenue Is Just A Number The expected revenue outlook isn't currently driving the stock price. Plenty of companies in the S&P 500 are projected to have revenue of about $200 billion per year, yet not all have a roughly $3 trillion market cap. Ultimately, what makes Nvidia worth $3 trillion is the amount investors are willing to pay for that revenue—currently, based on sales estimates over the next twelve months, the stock trades at roughly 20 times sales. This multiple is lower than what investors were willing to pay in August when it was almost 22, and June when it was around 24. So, one reason the stock hasn't advanced since June despite some positive news and hopes of higher revenue growth is that the sales multiple is starting to contract.   Bloomberg The Growth Rate Drives The Valuation The sales multiple is starting to contract because the sales growth rate appears to be slowing. We have seen this time and time again in this stock over time. It happened in 2018 and 2021, even going back to the mid-2000s. Historically, when the sales growth rate has increased, the price-to-sales multiple has expanded, and when the growth rate slows, the multiple contracts.   Bloomberg Based on current analysts' estimates, growth is expected to slow dramatically in the coming quarters, which would likely suggest that sales multiples will continue to contract over time. Therefore, even if the company reaches all of the targets that analysts have laid out for futures and sales estimates are active, the stock price may not only not rise but could even decline.   Bloomberg The revenue growth rate must accelerate for the stock price to continue rising. This will allow the multiple to grow again and, more importantly, drive higher revenue targets. But what has been happening is that revenue revisions on a rolling 30-day basis have been seeing positive revisions slow, and as a result, the growth rate in those revisions is falling.   Bloomberg More importantly, the stock price fluctuates with the rolling 30-day sales estimates changes. The sales multiple is falling because the change in those sales estimates is slowing. Despite the positive revisions, the stock price has been moving sideways because the positive revisions aren't enough to lift the growth rate presently.   Bloomberg However, as we continue to move forward, sales growth slows further, and the revisions potentially become smaller simply due to the law of large numbers; the rising sales estimates will no longer offset the contraction in the multiple. Analysts Expectations Seem Misaligned Analysts have a 12-month price target on the stock of about $148 per share, an increase in value of about 10% of its current price, implying that the stock's market cap will rise to around $3.6 trillion from its current $3.3 trillion. However, analysts estimate show revenue rising to around $164 billion, but at its current sales multiple of 20.2, to reach that valuation, the multiple would need to expand to around 22, or the company would need revenue to climb to $178 billion, or about 9% higher than current estimates. With this price target, it isn't clear if analysts are expecting the multiple to expand or forecast revenue upgrades.   Bloomberg It is possible that there could be an upside to analysts' current revenue estimates. After all, Nvidia has consistently beaten analysts' forecasts over the past number of quarters and then raised future guidance. But even the beat rate has been slowing in recent quarters, which is something else that will affect future valuations.   Bloomberg Plus, with a slowing growth rate, it isn't clear that the price-to-sales multiple should be expanding now; the more likely case is that it should be contracting. For the stock to achieve the path analysts have laid out, Nvidia must exceed those estimates. It is also noticeable that shifts in valuation occur around earnings releases, which again is a sign that the market is using the company's guidance and results to plot a path for its projected growth rate. That would mean the next opportunity for a change in the stock's valuation may come in November. If the beat rate were to slow again, and revisions that followed resulted in a lower revision rate, it would strengthen the case for a lower multiple on the stock. It is quite possible that even if the company achieves all of the lofty expectations that have been placed on it due to its recent success, the stock may struggle to rise from its current levels. Not because it has fallen short or because the business isn't good, but simply because the growth rate is slowing from a very high level, resulting in a lower valuation. This means that to be a buyer of Nvidia at current valuations implies that you think the company will be able to meet expectations and, more importantly, exceed them.  It is not an easy game.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819514073,"gmtCreate":1630076892492,"gmtModify":1676530219436,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>please stop halting. There is no way the shorts are gonna win this one","listText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>please stop halting. There is no way the shorts are gonna win this one","text":"$Support.com(SPRT)$please stop halting. There is no way the shorts are gonna win this one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819514073","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836871598,"gmtCreate":1629472330514,"gmtModify":1676530053752,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Hold on guysss dont panic sell!!!!! GODSPEED U RETARDS","listText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Hold on guysss dont panic sell!!!!! GODSPEED U RETARDS","text":"$Support.com(SPRT)$Hold on guysss dont panic sell!!!!! GODSPEED U RETARDS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836871598","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839364641,"gmtCreate":1629122882983,"gmtModify":1676529938160,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Lets goooo","listText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>Lets goooo","text":"$Support.com(SPRT)$Lets goooo","images":[{"img":"https://static.tigerbbs.com/25402432ed7d1003280f174d0ea615d6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839364641","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":809750547,"gmtCreate":1627394064389,"gmtModify":1703489072258,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809750547","repostId":"1142426532","repostType":4,"repost":{"id":"1142426532","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627393073,"share":"https://ttm.financial/m/news/1142426532?lang=&edition=fundamental","pubTime":"2021-07-27 21:37","market":"us","language":"en","title":"EV Stocks dipped in Tuesday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142426532","media":"Tiger Newspress","summary":"EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell ","content":"<p>EV Stocks dipped in Tuesday morning trading.Xpeng Motors&nbsp;fell&nbsp;3%,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;2%,Tesla&nbsp;fell&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/a7f4e0f36f492799e5e63a0d3ecf9b75\" tg-width=\"380\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks dipped in Tuesday morning trading</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\">\nEV Stocks dipped in Tuesday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-27 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks dipped in Tuesday morning trading.Xpeng Motors&nbsp;fell&nbsp;3%,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;2%,Tesla&nbsp;fell&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/a7f4e0f36f492799e5e63a0d3ecf9b75\" tg-width=\"380\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSR":"菲斯克","NIU":"小牛电动","TSLA":"特斯拉","NIO":"蔚来","FFIE":"Faraday Future","XPEV":"小鹏汽车","LCID":"Lucid Group Inc","LI":"理想汽车","NKLA":"Nikola Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142426532","content_text":"EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809727795,"gmtCreate":1627394041917,"gmtModify":1703489071289,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Should look into this","listText":"Should look into this","text":"Should look into this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/809727795","repostId":"1112531605","repostType":4,"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100566131,"gmtCreate":1619622212623,"gmtModify":1704727009807,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Fufu","listText":"Fufu","text":"Fufu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100566131","repostId":"1194883009","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100568494,"gmtCreate":1619622189318,"gmtModify":1704727010779,"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576206717161677","authorIdStr":"3576206717161677"},"themes":[],"htmlText":"Lit","listText":"Lit","text":"Lit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100568494","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","pubTimestamp":1619573853,"share":"https://ttm.financial/m/news/1179396069?lang=&edition=fundamental","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p>\n<p>The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p>\n<p>That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p>\n<p>Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p>\n<p>Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p>\n<p>As always, the quarter is about more than just earnings.</p>\n<p>For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p>\n<p>Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p>\n<p>“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p>\n<p>And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p>\n<p>That would certainly qualify as a job well done.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}