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- Chloe8278Chloe8278
  ·2021-06-25
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  Is Amazon Stock A Better Buy Than Apple Through 2025?
  Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple -Get Report and Amazon -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig
  Is Amazon Stock A Better Buy Than Apple Through 2025?
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- Chloe8278Chloe8278
  ·2021-06-25
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  3 Tech Stocks with 35% to 54% Upside, According to Wall Street
  Talking heads like to point to "expensive" tech stocks, but analysts think these technology names are still materially undervalued.
  3 Tech Stocks with 35% to 54% Upside, According to Wall Street
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- Chloe8278Chloe8278
  ·2021-06-23
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  HK property agent Midland hits 28-month high on profit forecast
  ** Shares of property agent Midland Holdings Ltd rise as much as 12.9% to HK$1.75, their highest sin
  HK property agent Midland hits 28-month high on profit forecast
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- Chloe8278Chloe8278
  ·2021-06-23
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With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple  -Get Report and Amazon  -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;and Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","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>Is Amazon Stock A Better Buy Than Apple Through 2025?</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\">\nIs Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">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","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126217914,"gmtCreate":1624575210038,"gmtModify":1703840520813,"author":{"id":"3583390919506729","authorId":"3583390919506729","name":"Chloe8278","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"like and comment&nbsp;","listText":"like and comment&nbsp;","text":"like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126217914","repostId":"2145046194","repostType":4,"repost":{"id":"2145046194","pubTimestamp":1624540200,"share":"https://www.laohu8.com/m/news/2145046194?lang=&edition=full","pubTime":"2021-06-24 21:10","market":"us","language":"en","title":"3 Tech Stocks with 35% to 54% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2145046194","media":"Motley Fool","summary":"Talking heads like to point to \"expensive\" tech stocks, but analysts think these technology names are still materially undervalued.","content":"<p>Investors appear to have soured on tech stocks over the last few months. The prospect of higher inflation and a rotation to cheaper \"reopening\" plays have certainly hurt some of the very stocks that have powered the market's gains over the past few years.</p>\n<p>But digital trends aren't going away with the reopening, so if the world goes back to a pre-pandemic \"normal,\" it's reasonable to expect that technology stocks will eventually gain some market leadership and continue their strong relative performance. Today, Wall Street analysts see larger-than-average gains between 35% and 54% for the stocks of <b>Alteryx</b> (NYSE:AYX), <b>Uber Technologies</b> (NYSE:UBER), and <b>Micron Technology</b> (NASDAQ:MU).</p>\n<p><img src=\"https://static.tigerbbs.com/1459afd2cda964bb91343031338eaea0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Alteryx: Implied upside of 35%</h3>\n<p>Data analytics software company Alteryx has not only seen its shares fall with its peer group in 2021, but it actually underperformed the sector in 2020 as well. Currently, the stock is down more than 50% from the all-time highs set back in July 2020, and it trades at just 11 times sales, a discount to most of its peers in the SaaS sector.</p>\n<p>There are a couple of reasons for Alteryx's relative underperformance. First, it has to use a strange accounting convention, whereby it recognizes 35%-40% of its contract value upfront, with the rest recognized ratably over time. That can really distort things when new business slows down, or when contract terms compress. That happened with the onset of the pandemic, so it appeared that Alteryx's revenue had plunged. However, its customer growth and annual recurring revenue (ARR), which aren't affected by accounting conventions, showed much stronger growth this past year:</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Alteryx</b></p></th>\n   <th><p><b>Q1 2020</b></p></th>\n   <th><p><b>Q2 2020</b></p></th>\n   <th><p><b>Q3 2020</b></p></th>\n   <th><p><b>Q4 2020</b></p></th>\n   <th><p><b>Q1 2021</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"104\"><p>Revenue growth (YOY)</p></td>\n   <td width=\"104\"><p>43%</p></td>\n   <td width=\"104\"><p>17%</p></td>\n   <td width=\"104\"><p>25%</p></td>\n   <td width=\"104\"><p>3%</p></td>\n   <td width=\"104\"><p>9%</p></td>\n  </tr>\n  <tr>\n   <td width=\"104\"><p>ARR growth (YOY)</p></td>\n   <td width=\"104\"><p>N/A</p></td>\n   <td width=\"104\"><p>40%</p></td>\n   <td width=\"104\"><p>38%</p></td>\n   <td width=\"104\"><p>32%</p></td>\n   <td width=\"104\"><p>27%</p></td>\n  </tr>\n  <tr>\n   <td width=\"104\"><p>Customer growth (YOY)</p></td>\n   <td width=\"104\"><p>30%</p></td>\n   <td width=\"104\"><p>27%</p></td>\n   <td width=\"104\"><p>24%</p></td>\n   <td width=\"104\"><p>16%</p></td>\n   <td width=\"104\"><p>12%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Alteryx earnings transcripts. YOY = year over year.</p>\n<p>While there is some deceleration, it's somewhat inevitable that a company will decelerate as it grows. Moreover, new CEO Mark Anderson, who took over in late 2020, is fairly new to the job. He has taken a more focused approach to sales and marketing, concentrating Alteryx's efforts on the largest global companies with more capacity to spend. So that could be why the customer count is slowing -- Alteryx is implementing a strategy of getting its best customers to spend more. On the recent conference call with analysts, Anderson reiterated that he sees \"new and significant expansion opportunities,\" just within the Global 2000 large-cap companies, where Alteryx only has 39% penetration.</p>\n<p>Wall Street analysts appear to believe in Anderson, who has a track record of scaling software businesses, most recently at <b><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></b> (NYSE:PANW). The average target among 14 analysts who cover Alteryx stock is $117.71, about 35% upside from current levels.</p>\n<h3>Uber Technologies: Implied upside of 40%</h3>\n<p>With the economic reopening at hand, analysts are also warming up to the world's leading ride-hailing business, Uber Technologies. Obviously, Uber's core ride-hailing business took a big hit during the pandemic; however, the company was able to maintain some level of revenue stability thanks to its food delivery business, which skyrocketed with people stuck at home.</p>\n<p>Food delivery revenue rose 230% last quarter, helped out by the December acquisition of Postmates and helping to offset a 41% year-over-year decline in mobility revenue. Last quarter, food delivery was actually the largest segment by revenue for the first time. Helped out by increased operating leverage, higher take rates, and cost cuts following the Postmates acquisition, Uber's food delivery platform saw adjusted EBITDA losses narrow from $313 million to $200 million last quarter. On the conference call with analysts, CEO Dara Khosrowshahi said he expects EBITDA breakeven for the delivery business by year end. The freight business also continued to grow nicely, with revenue up 51% and EBITDA losses improving by 55%.</p>\n<p>Uber has also been streamlining its business, selling off its autonomous vehicle and flying car divisions to start-ups, and management expects the streamlining of the business will lead to profitability in the near term -- at least on an adjusted EBITDA basis.</p>\n<p>The ideal scenario would be for food delivery revenue to stick around due to new habits and work-from-anywhere cultures, with ride-sharing bouncing back strongly and the freight business scaling. Analysts appear to share the sunny outlook, with the average price target among 38 analysts at $68.64, about 40% above current stock levels.</p>\n<h3>Micron Technology: Implied upside of 53.6%</h3>\n<p>Finally, memory chip maker Micron Technology also has lots of upside, according to Wall Street analysts. It may be surprising that Micron is down some 21% from all-time highs, given that memory prices have been rising amid a big chip shortage. Perhaps Micron's participation in the technology sector has contributed to the skepticism.</p>\n<p>What's strange is that Micron, unlike a lot of high-growth software stocks, is really more like a cyclical stock, and appears set for higher profits throughout 2021 and into 2022. In fact, the stock only trades at a mere 7.5 times next year's earnings estimates. Micron has also committed to return at least 50% of free cash flow to shareholders via share repurchases, so the company will likely take advantage of the currently discounted stock price by buying back stock.</p>\n<p>Of course, Micron's share price is quite volatile, so investors should be prepared. Some analysts appear to be looking for the next down cycle, as Micron tends to boom and bust based on memory prices. In fact, <a href=\"https://laohu8.com/S/AONE\">one</a> analyst at Lynx Equity Strategies just downgraded Micron to a sell rating based on the anticipation of memory price slowdowns in the back half of the year; but strangely, that same analyst lowered his price target from $110 to $100, still about 30% higher than today's stock price!</p>\n<p>Fears of a downturn seem a bit premature to me, since memory cycles tend to last a couple years, not just two good quarters. Micron remained profitable in the recent downturn, and could potentially make higher highs in this up cycle. Meanwhile, memory-intensive digitization trends around 5G, AI, and the Internet of Things accelerated during the pandemic, which I wouldn't expect to slow down any time soon.</p>\n<p>Most analysts appear to have a more bullish outlook, with the average price target among 30 analysts covering the stock at $118.62, about 53% higher than the price today. In fact, even the lowest analyst price target is $90, about 18% higher than the current stock price, and the highest price target is $172. With a single-digit P/E ratio and that kind of discount, Micron looks like an intriguing tech play for value investors.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Tech Stocks with 35% to 54% Upside, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Tech Stocks with 35% to 54% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 21:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/24/3-tech-stocks-with-35-to-54-upside/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors appear to have soured on tech stocks over the last few months. The prospect of higher inflation and a rotation to cheaper \"reopening\" plays have certainly hurt some of the very stocks that ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/24/3-tech-stocks-with-35-to-54-upside/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","AYX":"Alteryx Inc.","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2021/06/24/3-tech-stocks-with-35-to-54-upside/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145046194","content_text":"Investors appear to have soured on tech stocks over the last few months. The prospect of higher inflation and a rotation to cheaper \"reopening\" plays have certainly hurt some of the very stocks that have powered the market's gains over the past few years.\nBut digital trends aren't going away with the reopening, so if the world goes back to a pre-pandemic \"normal,\" it's reasonable to expect that technology stocks will eventually gain some market leadership and continue their strong relative performance. Today, Wall Street analysts see larger-than-average gains between 35% and 54% for the stocks of Alteryx (NYSE:AYX), Uber Technologies (NYSE:UBER), and Micron Technology (NASDAQ:MU).\n\nImage source: Getty Images.\nAlteryx: Implied upside of 35%\nData analytics software company Alteryx has not only seen its shares fall with its peer group in 2021, but it actually underperformed the sector in 2020 as well. Currently, the stock is down more than 50% from the all-time highs set back in July 2020, and it trades at just 11 times sales, a discount to most of its peers in the SaaS sector.\nThere are a couple of reasons for Alteryx's relative underperformance. First, it has to use a strange accounting convention, whereby it recognizes 35%-40% of its contract value upfront, with the rest recognized ratably over time. That can really distort things when new business slows down, or when contract terms compress. That happened with the onset of the pandemic, so it appeared that Alteryx's revenue had plunged. However, its customer growth and annual recurring revenue (ARR), which aren't affected by accounting conventions, showed much stronger growth this past year:\n\n\n\nAlteryx\nQ1 2020\nQ2 2020\nQ3 2020\nQ4 2020\nQ1 2021\n\n\n\n\nRevenue growth (YOY)\n43%\n17%\n25%\n3%\n9%\n\n\nARR growth (YOY)\nN/A\n40%\n38%\n32%\n27%\n\n\nCustomer growth (YOY)\n30%\n27%\n24%\n16%\n12%\n\n\n\nData source: Alteryx earnings transcripts. YOY = year over year.\nWhile there is some deceleration, it's somewhat inevitable that a company will decelerate as it grows. Moreover, new CEO Mark Anderson, who took over in late 2020, is fairly new to the job. He has taken a more focused approach to sales and marketing, concentrating Alteryx's efforts on the largest global companies with more capacity to spend. So that could be why the customer count is slowing -- Alteryx is implementing a strategy of getting its best customers to spend more. On the recent conference call with analysts, Anderson reiterated that he sees \"new and significant expansion opportunities,\" just within the Global 2000 large-cap companies, where Alteryx only has 39% penetration.\nWall Street analysts appear to believe in Anderson, who has a track record of scaling software businesses, most recently at Palo Alto Networks (NYSE:PANW). The average target among 14 analysts who cover Alteryx stock is $117.71, about 35% upside from current levels.\nUber Technologies: Implied upside of 40%\nWith the economic reopening at hand, analysts are also warming up to the world's leading ride-hailing business, Uber Technologies. Obviously, Uber's core ride-hailing business took a big hit during the pandemic; however, the company was able to maintain some level of revenue stability thanks to its food delivery business, which skyrocketed with people stuck at home.\nFood delivery revenue rose 230% last quarter, helped out by the December acquisition of Postmates and helping to offset a 41% year-over-year decline in mobility revenue. Last quarter, food delivery was actually the largest segment by revenue for the first time. Helped out by increased operating leverage, higher take rates, and cost cuts following the Postmates acquisition, Uber's food delivery platform saw adjusted EBITDA losses narrow from $313 million to $200 million last quarter. On the conference call with analysts, CEO Dara Khosrowshahi said he expects EBITDA breakeven for the delivery business by year end. The freight business also continued to grow nicely, with revenue up 51% and EBITDA losses improving by 55%.\nUber has also been streamlining its business, selling off its autonomous vehicle and flying car divisions to start-ups, and management expects the streamlining of the business will lead to profitability in the near term -- at least on an adjusted EBITDA basis.\nThe ideal scenario would be for food delivery revenue to stick around due to new habits and work-from-anywhere cultures, with ride-sharing bouncing back strongly and the freight business scaling. Analysts appear to share the sunny outlook, with the average price target among 38 analysts at $68.64, about 40% above current stock levels.\nMicron Technology: Implied upside of 53.6%\nFinally, memory chip maker Micron Technology also has lots of upside, according to Wall Street analysts. It may be surprising that Micron is down some 21% from all-time highs, given that memory prices have been rising amid a big chip shortage. Perhaps Micron's participation in the technology sector has contributed to the skepticism.\nWhat's strange is that Micron, unlike a lot of high-growth software stocks, is really more like a cyclical stock, and appears set for higher profits throughout 2021 and into 2022. In fact, the stock only trades at a mere 7.5 times next year's earnings estimates. Micron has also committed to return at least 50% of free cash flow to shareholders via share repurchases, so the company will likely take advantage of the currently discounted stock price by buying back stock.\nOf course, Micron's share price is quite volatile, so investors should be prepared. Some analysts appear to be looking for the next down cycle, as Micron tends to boom and bust based on memory prices. In fact, one analyst at Lynx Equity Strategies just downgraded Micron to a sell rating based on the anticipation of memory price slowdowns in the back half of the year; but strangely, that same analyst lowered his price target from $110 to $100, still about 30% higher than today's stock price!\nFears of a downturn seem a bit premature to me, since memory cycles tend to last a couple years, not just two good quarters. Micron remained profitable in the recent downturn, and could potentially make higher highs in this up cycle. Meanwhile, memory-intensive digitization trends around 5G, AI, and the Internet of Things accelerated during the pandemic, which I wouldn't expect to slow down any time soon.\nMost analysts appear to have a more bullish outlook, with the average price target among 30 analysts covering the stock at $118.62, about 53% higher than the price today. In fact, even the lowest analyst price target is $90, about 18% higher than the current stock price, and the highest price target is $172. With a single-digit P/E ratio and that kind of discount, Micron looks like an intriguing tech play for value investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123687614,"gmtCreate":1624421068638,"gmtModify":1703836154173,"author":{"id":"3583390919506729","authorId":"3583390919506729","name":"Chloe8278","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123687614","repostId":"2145306443","repostType":4,"repost":{"id":"2145306443","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624415718,"share":"https://www.laohu8.com/m/news/2145306443?lang=&edition=full","pubTime":"2021-06-23 10:35","market":"hk","language":"en","title":"HK property agent Midland hits 28-month high on profit forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=2145306443","media":"Reuters","summary":"** Shares of property agent Midland Holdings Ltd rise as much as 12.9% to HK$1.75, their highest sin","content":"<p>** Shares of property agent Midland Holdings Ltd rise as much as 12.9% to HK$1.75, their highest since February 2019</p>\n<p>** Stock on course for the best day since Nov. 24; the ninth-biggest percentage gainer on the Hong Kong bourse</p>\n<p>** Co expects a net profit for the six months ending June compared to HK$24 mln ($3.1 mln) loss a year ago ()</p>\n<p>** Attributes performance to an increase in market share in Hong Kong and a rebound in the residential property market</p>\n<p>** Says it recorded a net profit of HK$160 mln in the first five months of 2021</p>\n<p>** The Hong Kong Hang Seng sub-index tracking property firms</p>\n<p>eases 0.3%, while the benchmark index climbs 0.5%</p>\n<p>** As of last close, stock had soared 109.5% this year </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>HK property agent Midland hits 28-month high on profit forecast</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\">\nHK property agent Midland hits 28-month high on profit forecast\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\">2021-06-23 10:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>** Shares of property agent Midland Holdings Ltd rise as much as 12.9% to HK$1.75, their highest since February 2019</p>\n<p>** Stock on course for the best day since Nov. 24; the ninth-biggest percentage gainer on the Hong Kong bourse</p>\n<p>** Co expects a net profit for the six months ending June compared to HK$24 mln ($3.1 mln) loss a year ago ()</p>\n<p>** Attributes performance to an increase in market share in Hong Kong and a rebound in the residential property market</p>\n<p>** Says it recorded a net profit of HK$160 mln in the first five months of 2021</p>\n<p>** The Hong Kong Hang Seng sub-index tracking property firms</p>\n<p>eases 0.3%, while the benchmark index climbs 0.5%</p>\n<p>** As of last close, stock had soared 109.5% this year </p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01200":"美联集团"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145306443","content_text":"** Shares of property agent Midland Holdings Ltd rise as much as 12.9% to HK$1.75, their highest since February 2019\n** Stock on course for the best day since Nov. 24; the ninth-biggest percentage gainer on the Hong Kong bourse\n** Co expects a net profit for the six months ending June compared to HK$24 mln ($3.1 mln) loss a year ago ()\n** Attributes performance to an increase in market share in Hong Kong and a rebound in the residential property market\n** Says it recorded a net profit of HK$160 mln in the first five months of 2021\n** The Hong Kong Hang Seng sub-index tracking property firms\neases 0.3%, while the benchmark index climbs 0.5%\n** As of last close, stock had soared 109.5% this year","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123684649,"gmtCreate":1624421036581,"gmtModify":1703836152882,"author":{"id":"3583390919506729","authorId":"3583390919506729","name":"Chloe8278","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123684649","repostId":"2145068314","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}