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- Fcwy1Fcwy1
  ·2022-07-31
  Ok
  What’s in Store for Commodities After Losses in July?
  Wheat, oil prices decline for the month, but natural gas stages a rallyA farmer watches his burning
  What’s in Store for Commodities After Losses in July?
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- Fcwy1Fcwy1
  ·2022-05-12
  Sad
  Beyond Meat's Stock Plunges 21% on Weak Sales, Widening Loss
  Widening losses amid supply-chain problems send stock plummeting 21% following earnings reportBeyond
  Beyond Meat's Stock Plunges 21% on Weak Sales, Widening Loss
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- Fcwy1Fcwy1
  ·2022-04-10
  Ok
  Palantir Vs. Snowflake Stock: Which Is The Better Buy?
  SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks
  Palantir Vs. Snowflake Stock: Which Is The Better Buy?
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- Fcwy1Fcwy1
  ·2022-02-02
  Nice
  Join Tiger Ski Championship, Win a Bonus of Up to USD 2022
  @TigerEvents：
  2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game
  Join Tiger Ski Championship, Win a Bonus of Up to USD 2022
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07:44","market":"us","language":"en","title":"What’s in Store for Commodities After Losses in July?","url":"https://stock-news.laohu8.com/highlight/detail?id=2255412085","media":"MarketWatch","summary":"Wheat, oil prices decline for the month, but natural gas stages a rallyA farmer watches his burning ","content":"<html><head></head><body><p>Wheat, oil prices decline for the month, but natural gas stages a rally</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5e00e650419351dfff625afe0881051\" tg-width=\"700\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/><span>A farmer watches his burning wheat field caused by the fighting at the front line in the Dnipropetrovsk region, Ukraine, Monday, July 4, 2022.</span></p><p>The pullback in most commodity prices in July, with wheat and oil among the decliners, might be an indication that inflation will soon reach its peak, and some commodities could be in store for further losses for the rest of this year.</p><p>Commodities look to post a second straight monthly loss following six consecutive months of gains. The S&amp;P Goldman Sachs Commodity index has lost nearly 4% this month as of July 28, but remains nearly 21% higher this year.</p><p>High inflation and monetary policy tightening by central banks are finally hitting consumer and industrial demand, which is “resulting in some demand destruction for most commodities and alleviating some of the upward pressure on prices,” says Matthew Sherwood, senior lead commodities analyst at the Economist Intelligence Unit. Most commodities prices are likely to “ease gradually for the rest of this year and next.”</p><blockquote>Most commodities prices are likely to “ease gradually for the rest of this year and next.”</blockquote><blockquote>— Matthew Sherwood, EIU</blockquote><p>Among the decliners, the S&amp;P GSCI Industrial Metals index lost more than 2% in July, with Comex copper off more than 6% and iron ore down nearly 18%.Iron oreand copper have been depressed due to weak economic activity associated with China’s zero-Covid strategy, says Shawn Reynolds, portfolio manager for VanEck’s active Natural Resources Equity Strategy.</p><p>Still, Reynolds says China’s economy and these metals prices are like a “coiled spring.” China has been providing “extensive stimulus measures on both the fiscal and monetary side.” That suggests a potential rise in demand for the metals.</p><p>The S&amp;P GSCI Agricultural index has lost nearly 4% month to date, with wheat futures down almost 8%.</p><p>Wheat prices hit decade-high levels after the Russian invasion of Ukraine in late February, coinciding with poor weather during the early part of the U.S. planting season, says Reynolds. A recent export agreement comes just as weather has turned positive for crops, he says.</p><p>Russia and Ukraine signed deals with Turkey and the United Nations that may clear the way for agricultural exports from both nations.</p><p>Still, “we see [Russian President Vladimir] Putin treating wheat and other ag products similarly to the way he is toying with Europe on the natural-gas front,” says Reynolds. Some of the big concerns include higher costs driven by natural gas and smaller fertilizer applications, which “could have a major impact on crop yields for the upcoming harvest season.” Russia is a major fertilizer producer, and the war in Ukraine disrupted global supplies.</p><p>Meanwhile, the S&amp;P GSCI Energy indexSPGSEN,+1.49%has also fallen by more than 4% in July, with global Brent crude down by nearly 7%. U.S. natural gas,however, trades roughly 50% higher for the month as hot weather boosts demand and Russia has cut supply to Europe.</p><p>There’s a disconnect between oil futures and physical oil markets. Futures investors are worried about the global economic slowdown and its demand impact, while those trading physical volumes face a very tight supply market, says Sherwood. He sees “extreme volatility,” but largely within a forecast range of $100 to $120 a barrel.</p><p>The physical market could fall back into a deficit over the rest of the summer, pulling prices higher, but a global economic slowdown would see prices begin to fall more significantly in 2023, he says. Sherwood expects most commodities prices to ease from current levels.</p><p>Reynolds, meanwhile, acknowledges demand risks associated with a potential recession, but believes that supply will continue to moderate as “recession risks encourage further capital discipline.”</p><p>Gold will strengthen as “concern over prolonged mild inflation sends investors looking for a store of value.” Natural gas, crude oil, and diesel are likely to perform well for the rest of this year and 2023, says Reynolds.</p></body></html>","source":"lsy1603348471595","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>What’s in Store for Commodities After Losses in July?</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\">\nWhat’s in Store for Commodities After Losses in July?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/whats-in-store-for-commodities-after-losses-in-july-11659106178?mod=hp_LATEST&adobe_mc=MCMID%3D11518004689257970023958560605767773727%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1659227790><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wheat, oil prices decline for the month, but natural gas stages a rallyA farmer watches his burning wheat field caused by the fighting at the front line in the Dnipropetrovsk region, Ukraine, Monday, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/whats-in-store-for-commodities-after-losses-in-july-11659106178?mod=hp_LATEST&adobe_mc=MCMID%3D11518004689257970023958560605767773727%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1659227790\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/whats-in-store-for-commodities-after-losses-in-july-11659106178?mod=hp_LATEST&adobe_mc=MCMID%3D11518004689257970023958560605767773727%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1659227790","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255412085","content_text":"Wheat, oil prices decline for the month, but natural gas stages a rallyA farmer watches his burning wheat field caused by the fighting at the front line in the Dnipropetrovsk region, Ukraine, Monday, July 4, 2022.The pullback in most commodity prices in July, with wheat and oil among the decliners, might be an indication that inflation will soon reach its peak, and some commodities could be in store for further losses for the rest of this year.Commodities look to post a second straight monthly loss following six consecutive months of gains. The S&P Goldman Sachs Commodity index has lost nearly 4% this month as of July 28, but remains nearly 21% higher this year.High inflation and monetary policy tightening by central banks are finally hitting consumer and industrial demand, which is “resulting in some demand destruction for most commodities and alleviating some of the upward pressure on prices,” says Matthew Sherwood, senior lead commodities analyst at the Economist Intelligence Unit. Most commodities prices are likely to “ease gradually for the rest of this year and next.”Most commodities prices are likely to “ease gradually for the rest of this year and next.”— Matthew Sherwood, EIUAmong the decliners, the S&P GSCI Industrial Metals index lost more than 2% in July, with Comex copper off more than 6% and iron ore down nearly 18%.Iron oreand copper have been depressed due to weak economic activity associated with China’s zero-Covid strategy, says Shawn Reynolds, portfolio manager for VanEck’s active Natural Resources Equity Strategy.Still, Reynolds says China’s economy and these metals prices are like a “coiled spring.” China has been providing “extensive stimulus measures on both the fiscal and monetary side.” That suggests a potential rise in demand for the metals.The S&P GSCI Agricultural index has lost nearly 4% month to date, with wheat futures down almost 8%.Wheat prices hit decade-high levels after the Russian invasion of Ukraine in late February, coinciding with poor weather during the early part of the U.S. planting season, says Reynolds. A recent export agreement comes just as weather has turned positive for crops, he says.Russia and Ukraine signed deals with Turkey and the United Nations that may clear the way for agricultural exports from both nations.Still, “we see [Russian President Vladimir] Putin treating wheat and other ag products similarly to the way he is toying with Europe on the natural-gas front,” says Reynolds. Some of the big concerns include higher costs driven by natural gas and smaller fertilizer applications, which “could have a major impact on crop yields for the upcoming harvest season.” Russia is a major fertilizer producer, and the war in Ukraine disrupted global supplies.Meanwhile, the S&P GSCI Energy indexSPGSEN,+1.49%has also fallen by more than 4% in July, with global Brent crude down by nearly 7%. U.S. natural gas,however, trades roughly 50% higher for the month as hot weather boosts demand and Russia has cut supply to Europe.There’s a disconnect between oil futures and physical oil markets. Futures investors are worried about the global economic slowdown and its demand impact, while those trading physical volumes face a very tight supply market, says Sherwood. He sees “extreme volatility,” but largely within a forecast range of $100 to $120 a barrel.The physical market could fall back into a deficit over the rest of the summer, pulling prices higher, but a global economic slowdown would see prices begin to fall more significantly in 2023, he says. Sherwood expects most commodities prices to ease from current levels.Reynolds, meanwhile, acknowledges demand risks associated with a potential recession, but believes that supply will continue to moderate as “recession risks encourage further capital discipline.”Gold will strengthen as “concern over prolonged mild inflation sends investors looking for a store of value.” Natural gas, crude oil, and diesel are likely to perform well for the rest of this year and 2023, says Reynolds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064692223,"gmtCreate":1652315289662,"gmtModify":1676535075511,"author":{"id":"3586753223065098","authorId":"3586753223065098","name":"Fcwy1","avatar":"https://static.tigerbbs.com/47029e636af49a1f29b148cff829005b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586753223065098","authorIdStr":"3586753223065098"},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064692223","repostId":"2234632749","repostType":4,"repost":{"id":"2234632749","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1652310926,"share":"https://ttm.financial/m/news/2234632749?lang=&edition=fundamental","pubTime":"2022-05-12 07:15","market":"us","language":"en","title":"Beyond Meat's Stock Plunges 21% on Weak Sales, Widening Loss","url":"https://stock-news.laohu8.com/highlight/detail?id=2234632749","media":"Dow Jones","summary":"Widening losses amid supply-chain problems send stock plummeting 21% following earnings reportBeyond","content":"<html><head></head><body><p>Widening losses amid supply-chain problems send stock plummeting 21% following earnings report</p><p><img src=\"https://static.tigerbbs.com/8e5f3c4b562fc9f91a60188f7eda4d2c\" tg-width=\"877\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Beyond Meat Inc.&#39;s not-so-good 2022 took an ugly turn for the worse Wednesday with quarterly results that lacked sizzle.</p><p>The maker of plant-based meat products reported a net loss of $100.5 million, or $1.58 a share, compared with a net loss of $27.3 million, or 43 cents a share, in the same quarter a year ago.  Net revenue, at $109.5 million, inched up 1% from $108.2 million last year.</p><p>Analysts polled by FactSet expected a net loss of 97 cents a share on revenue of $112.4 million.</p><p>The results sent Beyond Meat&#39;s stock spiraling down 26% in after-hours trading Wednesday, after plunging 14% to $26.12 in the regular session. Shares were headed lower than the $25 price charged in the meat-alternative company&#39;s initial public offering for the first time since the stock began trading roughly three years ago.</p><p>&#34;Though we recognize that the decisions we are making today in support of our long-run ambition have contributed to challenging near-term results, including a sizable though temporary reduction in gross margin as we took cost-intensive measures to support important strategic launches, we are confident in the future we are building while advancing our mission,&#34; Beyond Meat Chief Executive Ethan Brown said in a statement announcing the results.</p><p>Beyond executives warned of &#34;near-term uncertainty related to macroeconomic issues, including inflation and rising interest rates, COVID-19 and its potential impact on consumer behavior and demand levels, labor availability and supply chain disruptions, partially attributable to recent geopolitical tensions.&#34; Beyond also offered fiscal 2022 revenue guidance of between $560 million and $620 million; analysts polled by FactSet expect $580.7 million.</p><p>Then there is the McPlant conundrum.</p><p>McDonald&#39;s Corp. did not mention further expansion of Beyond&#39;s McPlant in the U.S. during its earnings call last week after earlier disputing a report that it planned to keep the plant-based burger as a permanent menu item.</p><p>The confusion began after comments by McDonald&#39;s Global Chief Marketing Officer Morgan Flatley at Fast Company &#39;s Most Innovative Companies Summit on April 27, in which Flatley said the customer dining experience will &#34;dramatically change&#34; in the future, and likely include &#34;very established products&#34; with Beyond Meat like McPlant.</p><p>Beyond Meat&#39;s stock has cratered 60% so far in 2022, while the broader S&amp;P 500 index has dropped 17%.</p><p>Beyond&#39;s battering has shined a bright light on the plant-based meat market, and its ripple effect.</p><p>Impossible Foods Inc., long rumored to be an IPO candidate, is in a holding pattern, based on recent comments from its new CEO, Peter McGuinness.</p><p>&#34;I don&#39;t think it&#39;s a good time for anyone right now as the markets are so incredibly volatile,&#34; he told Food Navigator. &#34;And in the case of Impossible, the cash position is very strong, so there&#39;s plenty of investment to fuel all the growth, so there&#39;s no urgency on going public right now.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond Meat's Stock Plunges 21% on Weak Sales, Widening Loss</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; 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}\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\">\nBeyond Meat's Stock Plunges 21% on Weak Sales, Widening Loss\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-12 07:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Widening losses amid supply-chain problems send stock plummeting 21% following earnings report</p><p><img src=\"https://static.tigerbbs.com/8e5f3c4b562fc9f91a60188f7eda4d2c\" tg-width=\"877\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Beyond Meat Inc.&#39;s not-so-good 2022 took an ugly turn for the worse Wednesday with quarterly results that lacked sizzle.</p><p>The maker of plant-based meat products reported a net loss of $100.5 million, or $1.58 a share, compared with a net loss of $27.3 million, or 43 cents a share, in the same quarter a year ago.  Net revenue, at $109.5 million, inched up 1% from $108.2 million last year.</p><p>Analysts polled by FactSet expected a net loss of 97 cents a share on revenue of $112.4 million.</p><p>The results sent Beyond Meat&#39;s stock spiraling down 26% in after-hours trading Wednesday, after plunging 14% to $26.12 in the regular session. Shares were headed lower than the $25 price charged in the meat-alternative company&#39;s initial public offering for the first time since the stock began trading roughly three years ago.</p><p>&#34;Though we recognize that the decisions we are making today in support of our long-run ambition have contributed to challenging near-term results, including a sizable though temporary reduction in gross margin as we took cost-intensive measures to support important strategic launches, we are confident in the future we are building while advancing our mission,&#34; Beyond Meat Chief Executive Ethan Brown said in a statement announcing the results.</p><p>Beyond executives warned of &#34;near-term uncertainty related to macroeconomic issues, including inflation and rising interest rates, COVID-19 and its potential impact on consumer behavior and demand levels, labor availability and supply chain disruptions, partially attributable to recent geopolitical tensions.&#34; Beyond also offered fiscal 2022 revenue guidance of between $560 million and $620 million; analysts polled by FactSet expect $580.7 million.</p><p>Then there is the McPlant conundrum.</p><p>McDonald&#39;s Corp. did not mention further expansion of Beyond&#39;s McPlant in the U.S. during its earnings call last week after earlier disputing a report that it planned to keep the plant-based burger as a permanent menu item.</p><p>The confusion began after comments by McDonald&#39;s Global Chief Marketing Officer Morgan Flatley at Fast Company &#39;s Most Innovative Companies Summit on April 27, in which Flatley said the customer dining experience will &#34;dramatically change&#34; in the future, and likely include &#34;very established products&#34; with Beyond Meat like McPlant.</p><p>Beyond Meat&#39;s stock has cratered 60% so far in 2022, while the broader S&amp;P 500 index has dropped 17%.</p><p>Beyond&#39;s battering has shined a bright light on the plant-based meat market, and its ripple effect.</p><p>Impossible Foods Inc., long rumored to be an IPO candidate, is in a holding pattern, based on recent comments from its new CEO, Peter McGuinness.</p><p>&#34;I don&#39;t think it&#39;s a good time for anyone right now as the markets are so incredibly volatile,&#34; he told Food Navigator. &#34;And in the case of Impossible, the cash position is very strong, so there&#39;s plenty of investment to fuel all the growth, so there&#39;s no urgency on going public right now.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234632749","content_text":"Widening losses amid supply-chain problems send stock plummeting 21% following earnings reportBeyond Meat Inc.'s not-so-good 2022 took an ugly turn for the worse Wednesday with quarterly results that lacked sizzle.The maker of plant-based meat products reported a net loss of $100.5 million, or $1.58 a share, compared with a net loss of $27.3 million, or 43 cents a share, in the same quarter a year ago.  Net revenue, at $109.5 million, inched up 1% from $108.2 million last year.Analysts polled by FactSet expected a net loss of 97 cents a share on revenue of $112.4 million.The results sent Beyond Meat's stock spiraling down 26% in after-hours trading Wednesday, after plunging 14% to $26.12 in the regular session. Shares were headed lower than the $25 price charged in the meat-alternative company's initial public offering for the first time since the stock began trading roughly three years ago.\"Though we recognize that the decisions we are making today in support of our long-run ambition have contributed to challenging near-term results, including a sizable though temporary reduction in gross margin as we took cost-intensive measures to support important strategic launches, we are confident in the future we are building while advancing our mission,\" Beyond Meat Chief Executive Ethan Brown said in a statement announcing the results.Beyond executives warned of \"near-term uncertainty related to macroeconomic issues, including inflation and rising interest rates, COVID-19 and its potential impact on consumer behavior and demand levels, labor availability and supply chain disruptions, partially attributable to recent geopolitical tensions.\" Beyond also offered fiscal 2022 revenue guidance of between $560 million and $620 million; analysts polled by FactSet expect $580.7 million.Then there is the McPlant conundrum.McDonald's Corp. did not mention further expansion of Beyond's McPlant in the U.S. during its earnings call last week after earlier disputing a report that it planned to keep the plant-based burger as a permanent menu item.The confusion began after comments by McDonald's Global Chief Marketing Officer Morgan Flatley at Fast Company 's Most Innovative Companies Summit on April 27, in which Flatley said the customer dining experience will \"dramatically change\" in the future, and likely include \"very established products\" with Beyond Meat like McPlant.Beyond Meat's stock has cratered 60% so far in 2022, while the broader S&P 500 index has dropped 17%.Beyond's battering has shined a bright light on the plant-based meat market, and its ripple effect.Impossible Foods Inc., long rumored to be an IPO candidate, is in a holding pattern, based on recent comments from its new CEO, Peter McGuinness.\"I don't think it's a good time for anyone right now as the markets are so incredibly volatile,\" he told Food Navigator. \"And in the case of Impossible, the cash position is very strong, so there's plenty of investment to fuel all the growth, so there's no urgency on going public right now.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015708023,"gmtCreate":1649551774174,"gmtModify":1676534528047,"author":{"id":"3586753223065098","authorId":"3586753223065098","name":"Fcwy1","avatar":"https://static.tigerbbs.com/47029e636af49a1f29b148cff829005b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586753223065098","authorIdStr":"3586753223065098"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015708023","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</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\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091914319,"gmtCreate":1643763227375,"gmtModify":1676533852333,"author":{"id":"3586753223065098","authorId":"3586753223065098","name":"Fcwy1","avatar":"https://static.tigerbbs.com/47029e636af49a1f29b148cff829005b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586753223065098","authorIdStr":"3586753223065098"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091914319","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. 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