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woowoots

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- woowootswoowoots
  ·02-16
  $NVIDIA Corp(NVDA)$
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- woowootswoowoots
  ·2023-06-19
  Palantir, is it growing or falling?
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- woowootswoowoots
  ·2022-12-29
  Ty
  Why Palantir, Snowflake, and Datadog Plunged on Thursday
  It was a bad day for high-growth tech stocks as interest rate fears reared their ugly head again.
  Why Palantir, Snowflake, and Datadog Plunged on Thursday
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- woowootswoowoots
  ·2022-06-25
  Yay
  Palantir Started Coveraged With a $10 Price Target at Goldman Sachs | Price Target Changes
  Goldman Sachs initiates coverage on Palantir Technologies with Neutral Rating, announces price targe
  Palantir Started Coveraged With a $10 Price Target at Goldman Sachs | Price Target Changes
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- woowootswoowoots
  ·2022-06-13
  Have a Huat Huat Anniversay!♡
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- woowootswoowoots
  ·2022-06-10
  Cool
  Alibaba Looks Like Amazon In 2002
  Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech
  Alibaba Looks Like Amazon In 2002
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- woowootswoowoots
  ·2022-06-09
  Cool
  Is Now A Good Time To Buy Palantir Stock? Buy Hand Over Fist
  Palantir (NYSE:PLTR) stock trades at a fraction of its price just one year ago, in spite of sustaini
  Is Now A Good Time To Buy Palantir Stock? Buy Hand Over Fist
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- woowootswoowoots
  ·2022-05-16
  Yes
  Bear Market Rally Has Started, but the Fall Hasn't Finished - Morgan Stanley
  With equity "valuations now more attractive, equity markets so oversold and rates potentially stabil
  Bear Market Rally Has Started, but the Fall Hasn't Finished - Morgan Stanley
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href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/5a71abb55781ec5d9dbc88f38d293f8a","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274427041349896","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188836193034272,"gmtCreate":1687128285803,"gmtModify":1687128290878,"author":{"id":"4113997687793592","authorId":"4113997687793592","name":"woowoots","avatar":"https://community-static.tradeup.com/news/c696a59025b885e4886971efc7de6906","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113997687793592","authorIdStr":"4113997687793592"},"themes":[],"htmlText":"Palantir, is it growing or falling?","listText":"Palantir, is it growing or falling?","text":"Palantir, is it growing or falling?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188836193034272","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924246696,"gmtCreate":1672274794116,"gmtModify":1676538663340,"author":{"id":"4113997687793592","authorId":"4113997687793592","name":"woowoots","avatar":"https://community-static.tradeup.com/news/c696a59025b885e4886971efc7de6906","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113997687793592","authorIdStr":"4113997687793592"},"themes":[],"htmlText":"Ty","listText":"Ty","text":"Ty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924246696","repostId":"2293532832","repostType":2,"repost":{"id":"2293532832","pubTimestamp":1671761412,"share":"https://ttm.financial/m/news/2293532832?lang=&edition=fundamental","pubTime":"2022-12-23 10:10","market":"us","language":"en","title":"Why Palantir, Snowflake, and Datadog Plunged on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2293532832","media":"Motley Fool","summary":"It was a bad day for high-growth tech stocks as interest rate fears reared their ugly head again.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of popular software stocks <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>, <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>, and <a href=\"https://laohu8.com/S/DDOG\">Datadog</a> plunged today, falling 2.77%, 4.35%, and 5.47%, respectively.</p><p>While the tech-heavy Nasdaq was also down a big 3.3% on the day at that time, these high-growth software-as-a-service (SaaS) stocks fell by even more. That has been a constant theme through 2022, as the Federal Reserve&#39;s unprecedented interest rate-hiking cycle has decimated expensive, unprofitable growth stocks -- even if they are posting solid top-line growth.</p><p>Thursday saw the release of some GDP data that pointed to continued rate increases, dashing hopes of investors who had thought the inflation monster had been slayed. These three names were just a few of the many victims in the tech space.</p><h2>So what</h2><p>In another episode of &#34;good news is bad news&#34; in this market, today the government&#39;s Bureau of Economic Analysis released its third revision of third-quarter U.S. gross domestic product. In that revision, the BEA revised third-quarter GDP up to 3.2% growth, up from its prior estimate of 2.9%.</p><p>Current revisions incorporate more data, meaning the economy was stronger than expected last summer. In addition, the past week&#39;s jobless claims rose slightly to 216,000, up 2,000 from last week, which is still pointing to a very tight labor market.</p><p>In a normal world, stronger GDP and plentiful jobs would be a good thing, but not when the Federal Reserve is trying to tame inflation, especially wage inflation. The strong economic and jobs numbers therefore indicate the Fed may have to go further in hiking the federal funds rate, whereas many had thought that the better-than-expected inflation numbers from October and November would engender a &#34;pause&#34; from Fed officials.</p><p>Rising interest rates are especially bad for high-growth software stocks that will see the bulk of their earnings far out into the future, since higher rates discount the present value of future earnings. The farther away those profits are, the less they are worth in today&#39;s terms, when interest rates are high. This is why these high-quality growth names move so much on any given day, depending on economic data and speeches by Fed officials.</p><p>To illustrate this point, yesterday, Palantir rose with the market, despite Wolfe Research analyst Alex Zukin downgrading the stock to &#34;underperform&#34; and putting a $4.50 price target on this $6.20 stock. Zukin noted the expensive, time-consuming integration needed to run Palantir&#39;s software as a headwind, while also noting the &#34;lumpiness&#34; of large government contracts as limiting visibility.</p><p>Yet today, when inflation and rate fears kicked in, Palantir sold off hard, despite <b>Bank of America</b> analysts defending the stock, calling the sell-off &#34;overdone&#34; and putting a $14 price target on the beaten-down software name. Bank of America actually likes Palantir&#39;s strong, entrenched standing with defense contractors, even if those revenues come in unevenly, while also noting Palantir&#39;s strong cash position, which in and of itself amounts to about $1 per share.</p><h2>Now what</h2><p>It may be frustrating that these stocks are so vulnerable to the minutiae of macroeconomic data, interest rates, and what any random Federal Reserve governor might say on any given day; however, this is the market in 2022.</p><p>Long-term investors should look at the bright side: This rate-driven market sell-off may be opening up long-term buying opportunities. For instance, Snowflake is nearly back down to its IPO price of $120, which is the price at which Warren Buffett&#39;s <b>Berkshire Hathaway</b> bought shares on the IPO.</p><p>Along with Snowflake, Datadog is also seen as a leader and winner in the software observability space. Datadog is also operating close to GAAP profitability while maintaining high growth rates.</p><p>Still, I wouldn&#39;t classify either stock as &#34;cheap,&#34; as Datadog and Snowflake still trade at very high multiples of sales. Yet investors should at least be making a list of the best-in-class growth stocks that are performing well but which have nonetheless been decimated by this rate-driven market.</p><p>Interested investors should try to figure out the intrinsic value of these stocks based on a discounted cash flow model. If these names fall far enough and reach your price target, you should be ready to pounce in the new year, as we seem to be getting toward the latter stages of this rate-hiking cycle.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Palantir, Snowflake, and Datadog Plunged on Thursday</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\">\nWhy Palantir, Snowflake, and Datadog Plunged on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/22/why-palantir-snowflake-and-datadog-plunged-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of popular software stocks Palantir, Snowflake, and Datadog plunged today, falling 2.77%, 4.35%, and 5.47%, respectively.While the tech-heavy Nasdaq was also down a big 3.3% on the...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/22/why-palantir-snowflake-and-datadog-plunged-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","SNOW":"Snowflake","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/12/22/why-palantir-snowflake-and-datadog-plunged-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293532832","content_text":"What happenedShares of popular software stocks Palantir, Snowflake, and Datadog plunged today, falling 2.77%, 4.35%, and 5.47%, respectively.While the tech-heavy Nasdaq was also down a big 3.3% on the day at that time, these high-growth software-as-a-service (SaaS) stocks fell by even more. That has been a constant theme through 2022, as the Federal Reserve's unprecedented interest rate-hiking cycle has decimated expensive, unprofitable growth stocks -- even if they are posting solid top-line growth.Thursday saw the release of some GDP data that pointed to continued rate increases, dashing hopes of investors who had thought the inflation monster had been slayed. These three names were just a few of the many victims in the tech space.So whatIn another episode of \"good news is bad news\" in this market, today the government's Bureau of Economic Analysis released its third revision of third-quarter U.S. gross domestic product. In that revision, the BEA revised third-quarter GDP up to 3.2% growth, up from its prior estimate of 2.9%.Current revisions incorporate more data, meaning the economy was stronger than expected last summer. In addition, the past week's jobless claims rose slightly to 216,000, up 2,000 from last week, which is still pointing to a very tight labor market.In a normal world, stronger GDP and plentiful jobs would be a good thing, but not when the Federal Reserve is trying to tame inflation, especially wage inflation. The strong economic and jobs numbers therefore indicate the Fed may have to go further in hiking the federal funds rate, whereas many had thought that the better-than-expected inflation numbers from October and November would engender a \"pause\" from Fed officials.Rising interest rates are especially bad for high-growth software stocks that will see the bulk of their earnings far out into the future, since higher rates discount the present value of future earnings. The farther away those profits are, the less they are worth in today's terms, when interest rates are high. This is why these high-quality growth names move so much on any given day, depending on economic data and speeches by Fed officials.To illustrate this point, yesterday, Palantir rose with the market, despite Wolfe Research analyst Alex Zukin downgrading the stock to \"underperform\" and putting a $4.50 price target on this $6.20 stock. Zukin noted the expensive, time-consuming integration needed to run Palantir's software as a headwind, while also noting the \"lumpiness\" of large government contracts as limiting visibility.Yet today, when inflation and rate fears kicked in, Palantir sold off hard, despite Bank of America analysts defending the stock, calling the sell-off \"overdone\" and putting a $14 price target on the beaten-down software name. Bank of America actually likes Palantir's strong, entrenched standing with defense contractors, even if those revenues come in unevenly, while also noting Palantir's strong cash position, which in and of itself amounts to about $1 per share.Now whatIt may be frustrating that these stocks are so vulnerable to the minutiae of macroeconomic data, interest rates, and what any random Federal Reserve governor might say on any given day; however, this is the market in 2022.Long-term investors should look at the bright side: This rate-driven market sell-off may be opening up long-term buying opportunities. For instance, Snowflake is nearly back down to its IPO price of $120, which is the price at which Warren Buffett's Berkshire Hathaway bought shares on the IPO.Along with Snowflake, Datadog is also seen as a leader and winner in the software observability space. Datadog is also operating close to GAAP profitability while maintaining high growth rates.Still, I wouldn't classify either stock as \"cheap,\" as Datadog and Snowflake still trade at very high multiples of sales. Yet investors should at least be making a list of the best-in-class growth stocks that are performing well but which have nonetheless been decimated by this rate-driven market.Interested investors should try to figure out the intrinsic value of these stocks based on a discounted cash flow model. If these names fall far enough and reach your price target, you should be ready to pounce in the new year, as we seem to be getting toward the latter stages of this rate-hiking cycle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041727234,"gmtCreate":1656113858628,"gmtModify":1676535768616,"author":{"id":"4113997687793592","authorId":"4113997687793592","name":"woowoots","avatar":"https://community-static.tradeup.com/news/c696a59025b885e4886971efc7de6906","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113997687793592","authorIdStr":"4113997687793592"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041727234","repostId":"1161190621","repostType":2,"repost":{"id":"1161190621","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1655987272,"share":"https://ttm.financial/m/news/1161190621?lang=&edition=fundamental","pubTime":"2022-06-23 20:27","market":"us","language":"en","title":"Palantir Started Coveraged With a $10 Price Target at Goldman Sachs | Price Target Changes","url":"https://stock-news.laohu8.com/highlight/detail?id=1161190621","media":"Benzinga","summary":"Goldman Sachs initiates coverage on Palantir Technologies with Neutral Rating, announces price targe","content":"<html><head></head><body><ul><li>Goldman Sachs initiates coverage on <b>Palantir Technologies</b> with Neutral Rating, announces price target of $10. Palantir Technologies shares rose 1.3% to $9.13 in pre-market trading.</li></ul><ul><li>B. Riley Securities cut <b>Riot Blockchain</b> price target from $29 to $16. Riot Blockchain shares gained 3.3% to $4.75 in pre-market trading.</li></ul><ul><li>Morgan Stanley cut <b>Westinghouse Air Brake Technologies Corporation</b> price target from $113 to $94. Westinghouse Air Brake Technologies shares fell 1.7% to $82.36 in pre-market trading.</li><li>Credit Suisse lowered <b>Invitation Homes Inc.</b> price target from $47 to $40. Invitation Homes shares fell 0.2% to $34.00 in pre-market trading.</li><li>Jefferies cut the price target on <b>Athira Pharma, Inc.</b> from $32 to $3. Athira Pharma shares fell 1.4% to $2.81 in pre-market trading.</li><li>Piper Sandler cut the price target on <b>Benefitfocus, Inc.</b> from $16 to $9. Benefitfocus shares fell 2.2% to $8.39 in pre-market trading.</li><li>Keybanc cut <b>Paycom Software, Inc.</b> price target from $400 to $340. Paycom Software shares gained 0.4% to close at $273.17 on Wednesday.</li></ul><ul><li>Wolfe Research lowered <b>The Travelers Companies, Inc.</b> price target from $185 to $156. Travelers Companies shares rose 0.3% to close at $163.15 on Tuesday.</li><li>JP Morgan raised <b>Funko, Inc.</b> price target from $25 to $28. Funko shares rose 4.9% to $22.03 in pre-market trading.</li><li>Keybanc cut the price target for <b>Paylocity Holding Corporation</b> from $225 to $205. Paylocity Holding shares rose 2.7% to close at $168.28 on Wednesday.</li><li>Morgan Stanley lowered price target for <b>Alcoa Corporation</b> from $96 to $55. Alcoa shares rose 1.1% to $49.44 in pre-market trading.</li><li>Loop Capital cut the price target on <b>Leslie&#39;s, Inc.</b> from $26 to $16. Leslie&#39;s shares fell 2.3% to $14.39 in pre-market trading.</li></ul></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 Started Coveraged With a $10 Price Target at Goldman Sachs | Price Target Changes</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 Started Coveraged With a $10 Price Target at Goldman Sachs | Price Target Changes\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-06-23 20:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Goldman Sachs initiates coverage on <b>Palantir Technologies</b> with Neutral Rating, announces price target of $10. Palantir Technologies shares rose 1.3% to $9.13 in pre-market trading.</li></ul><ul><li>B. Riley Securities cut <b>Riot Blockchain</b> price target from $29 to $16. Riot Blockchain shares gained 3.3% to $4.75 in pre-market trading.</li></ul><ul><li>Morgan Stanley cut <b>Westinghouse Air Brake Technologies Corporation</b> price target from $113 to $94. Westinghouse Air Brake Technologies shares fell 1.7% to $82.36 in pre-market trading.</li><li>Credit Suisse lowered <b>Invitation Homes Inc.</b> price target from $47 to $40. Invitation Homes shares fell 0.2% to $34.00 in pre-market trading.</li><li>Jefferies cut the price target on <b>Athira Pharma, Inc.</b> from $32 to $3. Athira Pharma shares fell 1.4% to $2.81 in pre-market trading.</li><li>Piper Sandler cut the price target on <b>Benefitfocus, Inc.</b> from $16 to $9. Benefitfocus shares fell 2.2% to $8.39 in pre-market trading.</li><li>Keybanc cut <b>Paycom Software, Inc.</b> price target from $400 to $340. Paycom Software shares gained 0.4% to close at $273.17 on Wednesday.</li></ul><ul><li>Wolfe Research lowered <b>The Travelers Companies, Inc.</b> price target from $185 to $156. Travelers Companies shares rose 0.3% to close at $163.15 on Tuesday.</li><li>JP Morgan raised <b>Funko, Inc.</b> price target from $25 to $28. Funko shares rose 4.9% to $22.03 in pre-market trading.</li><li>Keybanc cut the price target for <b>Paylocity Holding Corporation</b> from $225 to $205. Paylocity Holding shares rose 2.7% to close at $168.28 on Wednesday.</li><li>Morgan Stanley lowered price target for <b>Alcoa Corporation</b> from $96 to $55. Alcoa shares rose 1.1% to $49.44 in pre-market trading.</li><li>Loop Capital cut the price target on <b>Leslie&#39;s, Inc.</b> from $26 to $16. Leslie&#39;s shares fell 2.3% to $14.39 in pre-market trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PCTY":"Paylocity Holding Corporation","WAB":"美国西屋制动","LESL":"Leslie's, Inc.","ATHA":"Athira Pharma, Inc.","BNFT":"Benefitfocus Inc.","INVH":"Invitation Homes Inc.","TRV":"旅行者财产险集团","FNKO":"Funko Inc.","PAYC":"Paycom Software, Inc.","RIOT":"Riot Platforms","AA":"美国铝业","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161190621","content_text":"Goldman Sachs initiates coverage on Palantir Technologies with Neutral Rating, announces price target of $10. Palantir Technologies shares rose 1.3% to $9.13 in pre-market trading.B. Riley Securities cut Riot Blockchain price target from $29 to $16. Riot Blockchain shares gained 3.3% to $4.75 in pre-market trading.Morgan Stanley cut Westinghouse Air Brake Technologies Corporation price target from $113 to $94. Westinghouse Air Brake Technologies shares fell 1.7% to $82.36 in pre-market trading.Credit Suisse lowered Invitation Homes Inc. price target from $47 to $40. Invitation Homes shares fell 0.2% to $34.00 in pre-market trading.Jefferies cut the price target on Athira Pharma, Inc. from $32 to $3. Athira Pharma shares fell 1.4% to $2.81 in pre-market trading.Piper Sandler cut the price target on Benefitfocus, Inc. from $16 to $9. Benefitfocus shares fell 2.2% to $8.39 in pre-market trading.Keybanc cut Paycom Software, Inc. price target from $400 to $340. Paycom Software shares gained 0.4% to close at $273.17 on Wednesday.Wolfe Research lowered The Travelers Companies, Inc. price target from $185 to $156. Travelers Companies shares rose 0.3% to close at $163.15 on Tuesday.JP Morgan raised Funko, Inc. price target from $25 to $28. Funko shares rose 4.9% to $22.03 in pre-market trading.Keybanc cut the price target for Paylocity Holding Corporation from $225 to $205. Paylocity Holding shares rose 2.7% to close at $168.28 on Wednesday.Morgan Stanley lowered price target for Alcoa Corporation from $96 to $55. Alcoa shares rose 1.1% to $49.44 in pre-market trading.Loop Capital cut the price target on Leslie's, Inc. from $26 to $16. Leslie's shares fell 2.3% to $14.39 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052391020,"gmtCreate":1655122120060,"gmtModify":1676535565200,"author":{"id":"4113997687793592","authorId":"4113997687793592","name":"woowoots","avatar":"https://community-static.tradeup.com/news/c696a59025b885e4886971efc7de6906","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113997687793592","authorIdStr":"4113997687793592"},"themes":[],"htmlText":"Have a Huat Huat Anniversay!♡","listText":"Have a Huat Huat Anniversay!♡","text":"Have a Huat Huat Anniversay!♡","images":[{"img":"https://community-static.tradeup.com/news/f302d8588515d842a09690157dcbb3e4","width":"720","height":"932"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052391020","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058622843,"gmtCreate":1654832021282,"gmtModify":1676535519609,"author":{"id":"4113997687793592","authorId":"4113997687793592","name":"woowoots","avatar":"https://community-static.tradeup.com/news/c696a59025b885e4886971efc7de6906","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113997687793592","authorIdStr":"4113997687793592"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058622843","repostId":"2242872207","repostType":4,"repost":{"id":"2242872207","pubTimestamp":1654826194,"share":"https://ttm.financial/m/news/2242872207?lang=&edition=fundamental","pubTime":"2022-06-10 09:56","market":"us","language":"en","title":"Alibaba Looks Like Amazon In 2002","url":"https://stock-news.laohu8.com/highlight/detail?id=2242872207","media":"Seekingalpha","summary":"Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech ","content":"<html><head></head><body><p><b>Alibaba Group Holding</b> (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls thrown BABA’s way. However, the company is doing better than many people think it is. Although earnings are declining, revenue is still growing – albeit at a slower pace than in the past – and the company is working on many new projects like chips and cloud computing. Chips and cloud services were big winners for companies like <b>Apple</b> (AAPL) and <b>Amazon</b> (AMZN), so there is reason for optimism toward Alibaba’s future trajectory.</p><p>Speaking of Amazon, that stock is a useful case study when it comes to understanding Alibaba. The two businesses have a lot in common, including:</p><ul><li>Core eCommerce operations.</li><li>Cloud computing operations.</li><li>High market share in the countries that are their “home bases.”</li></ul><p>These qualities make Amazon comparable to Alibaba. The two companies aren’t identical – Alibaba relies on third party vendors much more than Amazon does, and China is a very different market than America. But there are enough similarities that we could describe the two companies as being in the same sector.</p><p>There’s another trait that Amazon and Alibaba have in common:</p><p>Their stock market performance. BABA’s price trend in 2021/2022 is very similar to Amazon’s trend in 2000-2002. In both cases, the shares fell by high double digit percentages while revenue grew. When you’ve got a company whose stock price is declining while sales grow, you’re looking at an investment with the potential for future appreciation. Indeed, that happened with Amazon starting in 2002. That year, the company’s stock fell while its losses got smaller, paving the way for future growth. In BABA’s case, the higher revenue growth is not translating to earnings growth – a declining stock portfolio, investments in subsidiaries, and higher taxes are taking a bite out of fundamentals. On the flipside, BABA (unlike 2002 Amazon) has positive earnings already, so it can support its stock price through future buybacks. Taken as a whole, these factors suggest that BABA is set for a rally much like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> Amazon experienced after its 2002 crash.</p><h2>Competitive Landscape</h2><p>One thing that Alibaba has in common with Amazon, especially 2002-era Amazon, is its competitive position. Alibaba has one very large competitor, <b>JD.com </b>(JD), and a host of smaller ones. This is similar to the situation Amazon faced in 2002, when <b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b> (EBAY) was king of the eCommerce castle. In the long run, Amazon prevailed over eBay, and there are reasons to think that Alibaba will prevail over JD, too.</p><p>One of those reasons relates to profitability. JD is a retailer that holds and sells inventory directly, Alibaba is mainly a platform for third party retailers. Amazon is a mix of both.</p><p>Alibaba’s “third party seller” model results in high margins because it does not require holding inventory. BABA has fulfillment centers, which cost significant sums of money, but not on the level of holding inventory. Alibaba’s model incurs minimal host, mainly marketing and maintaining web infrastructure. JD’s, by contrast, incurs high costs. So BABA will likely earn more profit than JD if the two companies’ revenue levels are comparable. Indeed, their revenue is pretty comparable: JD actually had about $20 billion more of it than BABA did in the trailing 12 month period. However, BABA had far more profit. That’s largely because of Alibaba’s low cost business model.</p><p>Of course, JD’s growing sales are a threat to Alibaba. Just because JD earns less profit doesn’t mean it won’t cut in on Alibaba’s action. However, Alibaba’s higher margins give it more opportunities to invest in its business. Over the last decade, Alibaba has built a cloud business, bought several companies, and launched a partially-owned payments platform. These kinds of things would be hard to pull off with JD’s margins. So, between JD and BABA, the latter is better positioned to grow into an Amazon-style conglomerate.</p><h2>Alibaba’s Financials: the Amazon Comparison is Clear</h2><p>Alibaba’s recent stock performance has been similar to Amazon’s in 2000-2002. Its financials are also similar to Amazon’s at that time period, only far better. In the most recent 12 month period, BABA delivered:</p><ul><li><p>$134.5 billion in revenue.</p></li><li><p>$49 billion in gross profit.</p></li><li><p>$14.9 billion in operating income (“EBIT”).</p></li><li><p>$9.8 billion in net income.</p></li><li><p>$9 billion in levered free cash flow.</p></li></ul><p>These figures give us a 7.2% net margin and a 36.5% gross margin. The net margin might not look that impressive but this is going off of GAAP earnings, which are affected by the performance of BABA’s stock portfolio. Substituting cash from operations for net income and we get a 16.3% CFO margin. Alibaba’s margins have fallen somewhat since the company’s record breaking 2020/2021 fiscal year, but they should start to climb again. A lot of the decline in BABA’s margins has been due to its stock portfolio declining in value. Chinese stocks are in a bullish trend this quarter; if they end the quarter in the green, then we could see BABA’s margins improve.</p><p>This is similar to where Amazon was in 2002. Its stock price was declining, its revenue was rising, and its equity investments were going down. It was not profitable in 2002, so Alibaba compares favourably on that front. However, AMZN’s net loss was shrinking that year whereas BABA’s earnings are declining, so “2002 Amazon” wins on growth.</p><h2>Valuation</h2><p>Having explored Alibaba’s financial performance, we can turn to its valuation. I’ll leave the Amazon comparison alone for this section because Amazon is nothing like Alibaba when it comes to valuation.</p><p>One of the most appealing things about Alibaba stock today is its price. The company is very cheap relative to its underlying assets, earnings and cash flows, and will look even cheaper if earnings growth resumes later this year.</p><p>According to Seeking Alpha Quant, BABA trades at the following multiples:</p><ul><li><p>Adjusted P/E: 12.</p></li><li><p>GAAP P/E: 28.</p></li><li><p>EV/EBITDA: 11.3.</p></li><li><p>Price/sales: 1.98.</p></li><li><p>Price/operating cash flow: 11.7.</p></li></ul><p>These multiples suggest that BABA is cheap. Certainly, they’re much lower than the multiples you’ll find on U.S. tech stocks of similar size. Doing a discounted cash flow analysis on BABA yields a similar result: even with conservative growth assumptions, the stock ends up being worth more than its current stock price implies.</p><p>In the trailing 12 month period, Alibaba grew revenue at 18%. In the two recent quarters, it grew closer to 10%. For the sake of conservatism, we’ll use the lower end of BABA’s recent quarterly growth as our revenue assumption.</p><p>Now let’s look at costs. In 2021, BABA’s COGS was $64 billion and operating expenses were $28 billion, for a total of $93 billion in cash costs. These combined costs grew by 28% to $119 billion in 2022. That would suggest that Alibaba’s costs are growing much faster than revenue. However, if we zero in on the most recent quarter, we see the cost growth slowing down compared to earlier in the year. COGS for Q4 came in at $21.9 billion and operating cost at $7.6 billion–down from $7.8 billion in the prior year quarter. Overall, COGS + operating costs combined grew at 10% for the quarter. We know that Alibaba is actively working at reducing costs right now, so I will again forecast based on the quarter rather than the year. The result of these assumptions is 10% growth in both revenue and costs. I will ignore interest expense in my model because BABA’s “interest income” includes stock market fluctuations, which are impossible to predict. I will use 25% as the tax rate because BABA recently lost its tax credits and, as a result, now pays China’s standard 25% tax. These assumptions yield the following model:</p><table><colgroup></colgroup><tbody><tr><td></td><td><p>2022 (BASE YEAR)</p></td><td><p>2023</p></td><td><p>2024</p></td><td><p>2025</p></td><td><p>2026</p></td><td><p>2027</p></td></tr><tr><td><p>Revenue per share</p></td><td><p>$50</p></td><td><p>$55</p></td><td><p>$60.5</p></td><td><p>$66.55</p></td><td><p>$73.2</p></td><td><p>$80.52</p></td></tr><tr><td><p>Costs per share</p></td><td><p>$44.35</p></td><td><p>$48.78</p></td><td><p>$53.66</p></td><td><p>$59</p></td><td><p>$64.93</p></td><td><p>$71.42</p></td></tr><tr><td><p>EBIT per share</p></td><td><p>$5.65</p></td><td><p>$6.22</p></td><td><p>$6.84</p></td><td><p>$7.55</p></td><td><p>$8.27</p></td><td><p>$9.1</p></td></tr><tr><td><p>Tax</p></td><td><p>$0.62</p></td><td><p>$1.55</p></td><td><p>$1.71</p></td><td><p>$1.89</p></td><td><p>$2.07</p></td><td><p>$2.28</p></td></tr><tr><td><p>EPS</p></td><td><p>$5.03</p></td><td><p>$4.665</p></td><td><p>$5.13</p></td><td><p>$5.66</p></td><td><p>$6.2</p></td><td><p>$6.82</p></td></tr></tbody></table><p>As you can see, earnings dip briefly in 2023, mainly due to the fact that 2022 hadn’t yet seen four full quarters with higher tax rates. In 2024, earnings resume a modest upward trajectory.</p><p>The end result is a pretty underwhelming 6.2% CAGR growth rate in earnings, which stems from our conservative assumptions. Actual growth could be stronger, but we’ll use what we’ve got. If we discount the cash flows above at the 3% 10 year treasury yield, we get:</p><table><colgroup></colgroup><tbody><tr><td></td><td><p>2023</p></td><td><p>2024</p></td><td><p>2025</p></td><td><p>2026</p></td><td><p>2027</p></td><td><p>TOTAL</p></td></tr><tr><td><p>EPS</p></td><td><p>$4.665</p></td><td><p>$5.13</p></td><td><p>$5.66</p></td><td><p>$6.2</p></td><td><p>$6.82</p></td><td><p>N/A</p></td></tr><tr><td><p>(1 + r)^N</p></td><td><p>1.03</p></td><td><p>1.0609</p></td><td><p>1.093</p></td><td><p>1.125</p></td><td><p>1.159</p></td><td><p>N/A</p></td></tr><tr><td><p>Discounted EPS</p></td><td><p>$4.52</p></td><td><p>$4.83</p></td><td><p>$5.17</p></td><td><p>$5.51</p></td><td><p>$5.88</p></td><td><p>$25.91</p></td></tr></tbody></table><p>So we’ve got $25.91 worth of discounted cash flows in five years. If we assume that BABA produces no growth after that, then the terminal value is $227. So, we have a total present value of $253 – even when we assume extremely slow growth!</p><h2>Risks and Challenges</h2><p>As we’ve seen, Alibaba stock is undervalued based on both multiples and discounted cash flows. If the company just grows modestly in the next five years, its stock will come to be worth more than it is today. However, there are many risks and challenges for investors to watch out for, including:</p><ul><li><p><b>Political risk.</b> Alibaba is subject to two forms of political risk: domestic political risk (e.g. a renewed tech crackdown), and international political risk (e.g. tensions between China and the U.S.). Right now, China is easing up on the tech crackdown, which is part of why Chinese stocks are rallying, but you can never discount the possibility that the government will go back into crackdown mode later. Likewise, there is always the possibility that tensions between the U.S. and China.</p></li><li><p><b>Revenue deceleration.</b> Alibaba’s revenue growth decelerated significantly in the past year. Its five year CAGR revenue growth rate is 40%, the TTM growth rate is only 18%. So BABA’s growth is definitely slowing. If it slows down more, then perhaps BABA won’t hit the 10% revenue growth my model assumed, and it will be worth less than what my model estimated.</p></li><li><p><b>COVID outbreaks.</b> China is still committed to a “COVID zero” model, meaning that it is willing to bring in pretty strict lockdowns for only modest numbers of COVID cases. This fact contributed to China’s recent 11% decline in retail spending. If we see more lockdowns, then BABA’s sales growth could slow down considerably, contributing to revenue deceleration.</p></li></ul><p>The risks above are very real. Nevertheless, Alibaba stock is cheap enough to make the risk worth assuming. Even assuming very little growth, the stock’s future earnings have a present value of about $250. That’s considerable upside to today’s prices. If growth accelerates, then we could see a true Amazon-style multi-decade rally taking us to dizzying highs.</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>Alibaba Looks Like Amazon In 2002</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\">\nAlibaba Looks Like Amazon In 2002\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242872207","content_text":"Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls thrown BABA’s way. However, the company is doing better than many people think it is. Although earnings are declining, revenue is still growing – albeit at a slower pace than in the past – and the company is working on many new projects like chips and cloud computing. Chips and cloud services were big winners for companies like Apple (AAPL) and Amazon (AMZN), so there is reason for optimism toward Alibaba’s future trajectory.Speaking of Amazon, that stock is a useful case study when it comes to understanding Alibaba. The two businesses have a lot in common, including:Core eCommerce operations.Cloud computing operations.High market share in the countries that are their “home bases.”These qualities make Amazon comparable to Alibaba. The two companies aren’t identical – Alibaba relies on third party vendors much more than Amazon does, and China is a very different market than America. But there are enough similarities that we could describe the two companies as being in the same sector.There’s another trait that Amazon and Alibaba have in common:Their stock market performance. BABA’s price trend in 2021/2022 is very similar to Amazon’s trend in 2000-2002. In both cases, the shares fell by high double digit percentages while revenue grew. When you’ve got a company whose stock price is declining while sales grow, you’re looking at an investment with the potential for future appreciation. Indeed, that happened with Amazon starting in 2002. That year, the company’s stock fell while its losses got smaller, paving the way for future growth. In BABA’s case, the higher revenue growth is not translating to earnings growth – a declining stock portfolio, investments in subsidiaries, and higher taxes are taking a bite out of fundamentals. On the flipside, BABA (unlike 2002 Amazon) has positive earnings already, so it can support its stock price through future buybacks. Taken as a whole, these factors suggest that BABA is set for a rally much like the one Amazon experienced after its 2002 crash.Competitive LandscapeOne thing that Alibaba has in common with Amazon, especially 2002-era Amazon, is its competitive position. Alibaba has one very large competitor, JD.com (JD), and a host of smaller ones. This is similar to the situation Amazon faced in 2002, when eBay (EBAY) was king of the eCommerce castle. In the long run, Amazon prevailed over eBay, and there are reasons to think that Alibaba will prevail over JD, too.One of those reasons relates to profitability. JD is a retailer that holds and sells inventory directly, Alibaba is mainly a platform for third party retailers. Amazon is a mix of both.Alibaba’s “third party seller” model results in high margins because it does not require holding inventory. BABA has fulfillment centers, which cost significant sums of money, but not on the level of holding inventory. Alibaba’s model incurs minimal host, mainly marketing and maintaining web infrastructure. JD’s, by contrast, incurs high costs. So BABA will likely earn more profit than JD if the two companies’ revenue levels are comparable. Indeed, their revenue is pretty comparable: JD actually had about $20 billion more of it than BABA did in the trailing 12 month period. However, BABA had far more profit. That’s largely because of Alibaba’s low cost business model.Of course, JD’s growing sales are a threat to Alibaba. Just because JD earns less profit doesn’t mean it won’t cut in on Alibaba’s action. However, Alibaba’s higher margins give it more opportunities to invest in its business. Over the last decade, Alibaba has built a cloud business, bought several companies, and launched a partially-owned payments platform. These kinds of things would be hard to pull off with JD’s margins. So, between JD and BABA, the latter is better positioned to grow into an Amazon-style conglomerate.Alibaba’s Financials: the Amazon Comparison is ClearAlibaba’s recent stock performance has been similar to Amazon’s in 2000-2002. Its financials are also similar to Amazon’s at that time period, only far better. In the most recent 12 month period, BABA delivered:$134.5 billion in revenue.$49 billion in gross profit.$14.9 billion in operating income (“EBIT”).$9.8 billion in net income.$9 billion in levered free cash flow.These figures give us a 7.2% net margin and a 36.5% gross margin. The net margin might not look that impressive but this is going off of GAAP earnings, which are affected by the performance of BABA’s stock portfolio. Substituting cash from operations for net income and we get a 16.3% CFO margin. Alibaba’s margins have fallen somewhat since the company’s record breaking 2020/2021 fiscal year, but they should start to climb again. A lot of the decline in BABA’s margins has been due to its stock portfolio declining in value. Chinese stocks are in a bullish trend this quarter; if they end the quarter in the green, then we could see BABA’s margins improve.This is similar to where Amazon was in 2002. Its stock price was declining, its revenue was rising, and its equity investments were going down. It was not profitable in 2002, so Alibaba compares favourably on that front. However, AMZN’s net loss was shrinking that year whereas BABA’s earnings are declining, so “2002 Amazon” wins on growth.ValuationHaving explored Alibaba’s financial performance, we can turn to its valuation. I’ll leave the Amazon comparison alone for this section because Amazon is nothing like Alibaba when it comes to valuation.One of the most appealing things about Alibaba stock today is its price. The company is very cheap relative to its underlying assets, earnings and cash flows, and will look even cheaper if earnings growth resumes later this year.According to Seeking Alpha Quant, BABA trades at the following multiples:Adjusted P/E: 12.GAAP P/E: 28.EV/EBITDA: 11.3.Price/sales: 1.98.Price/operating cash flow: 11.7.These multiples suggest that BABA is cheap. Certainly, they’re much lower than the multiples you’ll find on U.S. tech stocks of similar size. Doing a discounted cash flow analysis on BABA yields a similar result: even with conservative growth assumptions, the stock ends up being worth more than its current stock price implies.In the trailing 12 month period, Alibaba grew revenue at 18%. In the two recent quarters, it grew closer to 10%. For the sake of conservatism, we’ll use the lower end of BABA’s recent quarterly growth as our revenue assumption.Now let’s look at costs. In 2021, BABA’s COGS was $64 billion and operating expenses were $28 billion, for a total of $93 billion in cash costs. These combined costs grew by 28% to $119 billion in 2022. That would suggest that Alibaba’s costs are growing much faster than revenue. However, if we zero in on the most recent quarter, we see the cost growth slowing down compared to earlier in the year. COGS for Q4 came in at $21.9 billion and operating cost at $7.6 billion–down from $7.8 billion in the prior year quarter. Overall, COGS + operating costs combined grew at 10% for the quarter. We know that Alibaba is actively working at reducing costs right now, so I will again forecast based on the quarter rather than the year. The result of these assumptions is 10% growth in both revenue and costs. I will ignore interest expense in my model because BABA’s “interest income” includes stock market fluctuations, which are impossible to predict. I will use 25% as the tax rate because BABA recently lost its tax credits and, as a result, now pays China’s standard 25% tax. These assumptions yield the following model:2022 (BASE YEAR)20232024202520262027Revenue per share$50$55$60.5$66.55$73.2$80.52Costs per share$44.35$48.78$53.66$59$64.93$71.42EBIT per share$5.65$6.22$6.84$7.55$8.27$9.1Tax$0.62$1.55$1.71$1.89$2.07$2.28EPS$5.03$4.665$5.13$5.66$6.2$6.82As you can see, earnings dip briefly in 2023, mainly due to the fact that 2022 hadn’t yet seen four full quarters with higher tax rates. In 2024, earnings resume a modest upward trajectory.The end result is a pretty underwhelming 6.2% CAGR growth rate in earnings, which stems from our conservative assumptions. Actual growth could be stronger, but we’ll use what we’ve got. If we discount the cash flows above at the 3% 10 year treasury yield, we get:20232024202520262027TOTALEPS$4.665$5.13$5.66$6.2$6.82N/A(1 + r)^N1.031.06091.0931.1251.159N/ADiscounted EPS$4.52$4.83$5.17$5.51$5.88$25.91So we’ve got $25.91 worth of discounted cash flows in five years. If we assume that BABA produces no growth after that, then the terminal value is $227. So, we have a total present value of $253 – even when we assume extremely slow growth!Risks and ChallengesAs we’ve seen, Alibaba stock is undervalued based on both multiples and discounted cash flows. If the company just grows modestly in the next five years, its stock will come to be worth more than it is today. However, there are many risks and challenges for investors to watch out for, including:Political risk. Alibaba is subject to two forms of political risk: domestic political risk (e.g. a renewed tech crackdown), and international political risk (e.g. tensions between China and the U.S.). Right now, China is easing up on the tech crackdown, which is part of why Chinese stocks are rallying, but you can never discount the possibility that the government will go back into crackdown mode later. Likewise, there is always the possibility that tensions between the U.S. and China.Revenue deceleration. Alibaba’s revenue growth decelerated significantly in the past year. Its five year CAGR revenue growth rate is 40%, the TTM growth rate is only 18%. So BABA’s growth is definitely slowing. If it slows down more, then perhaps BABA won’t hit the 10% revenue growth my model assumed, and it will be worth less than what my model estimated.COVID outbreaks. China is still committed to a “COVID zero” model, meaning that it is willing to bring in pretty strict lockdowns for only modest numbers of COVID cases. This fact contributed to China’s recent 11% decline in retail spending. If we see more lockdowns, then BABA’s sales growth could slow down considerably, contributing to revenue deceleration.The risks above are very real. Nevertheless, Alibaba stock is cheap enough to make the risk worth assuming. Even assuming very little growth, the stock’s future earnings have a present value of about $250. That’s considerable upside to today’s prices. If growth accelerates, then we could see a true Amazon-style multi-decade rally taking us to dizzying highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058330421,"gmtCreate":1654784022263,"gmtModify":1676535510430,"author":{"id":"4113997687793592","authorId":"4113997687793592","name":"woowoots","avatar":"https://community-static.tradeup.com/news/c696a59025b885e4886971efc7de6906","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113997687793592","authorIdStr":"4113997687793592"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058330421","repostId":"2241813966","repostType":2,"repost":{"id":"2241813966","pubTimestamp":1654739913,"share":"https://ttm.financial/m/news/2241813966?lang=&edition=fundamental","pubTime":"2022-06-09 09:58","market":"us","language":"en","title":"Is Now A Good Time To Buy Palantir Stock? Buy Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2241813966","media":"Seekingalpha","summary":"Palantir (NYSE:PLTR) stock trades at a fraction of its price just one year ago, in spite of sustaini","content":"<html><head></head><body><p>Palantir (NYSE:PLTR) stock trades at a fraction of its price just <a href=\"https://laohu8.com/S/AONE.U\">one</a> year ago, in spite of sustaining impressive growth amidst a difficult economic environment. This is the kind of stock that one should hold for very long time periods and add during times of weakness, like now. While the company is still not yet profitable on a GAAP basis, it is generating ample free cash flow and has a cash-rich balance sheet. I rate the stock a strong buy as one of the more compelling opportunities in the tech sector. PLTR is a core holding in the Best of Breed portfolio and one I intend to hold over the long term.</p><h2>PLTR Stock Price</h2><p>PLTR peaked near $40 per share and was recently trading at around $9 per share, just below the price where it came public nearly two years ago.</p><p><img src=\"https://static.tigerbbs.com/da4ac5d7b6539f64fde4c9c73d151093\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>I last covered the name in March when I rated it a strong buy and the stock has since dropped another 19%. The ongoing price weakness should be considered a protracted opportunity to accumulate shares on the cheap.</p><h2>PLTR Stock Key Metrics</h2><p>In the latest quarter, PLTR grew revenue by 31% on the backs of 124% net dollar retention.</p><p><img src=\"https://static.tigerbbs.com/88b27056fa6b22004e950e64da123a10\" tg-width=\"1280\" tg-height=\"710\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>A typical criticism against the company has been its reliance on government revenues. Government revenue growth actually decelerated to only 16% in this past quarter. On the conference call, management indicated that growth of government revenues should accelerate in the second half of the year.</p><p><img src=\"https://static.tigerbbs.com/ec7fa44a593892eb7d1067b42d69f4e7\" tg-width=\"1280\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>It was commercial revenue growth of 54% that helped offset that slowdown.</p><p><img src=\"https://static.tigerbbs.com/615ee2457216b45a10afb836024c57d5\" tg-width=\"1280\" tg-height=\"713\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>PLTR continues to generate robust free cash flows and generated a 26% adjusted operating margin in the quarter. That margin includes stock-based compensation, so the shares outstanding are still being negatively impacted. Yet from a financial solvency perspective, the company is on strong footing. The company did make progress on profit margins on a GAAP basis, with GAAP operating margin loss compressing to 9%, a sizable improvement from the negative 33% margin in the prior year.</p><p><img src=\"https://static.tigerbbs.com/5c9c03e5b98dbcae55edc5304695f0a6\" tg-width=\"1280\" tg-height=\"536\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>On the earnings call, an analyst asked management about their expectation for when to expect GAAP profitability. Management basically deflected the question - investors should expect the company to continue investing aggressively, at least in the near term. PLTR ended the quarter with $2.3 billion of cash versus no debt. That is good for around 13% of the current market cap.</p><p>Looking forward, PLTR guided for $470 million of revenue in the next quarter, representing only 25% year over year growth.</p><p><img src=\"https://static.tigerbbs.com/19453f2613953c64bfca996ebbd3523e\" tg-width=\"1280\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>Some investors have tried to justify the post-earnings 20% decline by that guidance, as it seems to call into question management’s long-term guidance of 30% growth (even though on that same slide the company reiterated its outlook of at least 30% revenue growth over the next three years). Has the thesis broken down? Hardly. PLTR is a curious example of a business which still operates like it is pre-IPO yet has achieved post-IPO valuations. PLTR’s products are still arguably years ahead of their time, meaning that it will take time for its customers to fully understand how to use its products. This is shown clearly by the fact that the 31% revenue growth lagged the 86% growth in total customers. Given everything that is going on right now, it makes sense that customers aren’t getting too adventurous in using PLTR’s products to the full extent. That will inevitably change as they slowly but surely see the tremendous value that PLTR provides.</p><h2>Is Palantir Stock A Good Valuation?</h2><p>It appears that the falling prices in the tech sector have influenced Wall Street’s sentiment toward the stock. In spite of the huge plunge in the stock price, the average rating stands at only 3.25 out of 5.</p><p><img src=\"https://static.tigerbbs.com/a48d5e084f24091a1b76aa5cedc6352e\" tg-width=\"1280\" tg-height=\"318\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The average price target of $12.22 per share represents only 35% potential upside.</p><p><img src=\"https://static.tigerbbs.com/ccf2bb289de3af0c83b65f9ad64e5ee0\" tg-width=\"1280\" tg-height=\"406\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>We can see below that the average price target has declined rapidly over the past few months alongside the crash in tech stocks.</p><p><img src=\"https://static.tigerbbs.com/c1440daba41cd761edcd54db4037e1e7\" tg-width=\"1280\" tg-height=\"551\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><h2>Is Now A Good Time To Invest In Palantir?</h2><p>I have a strong belief that the best time to buy stocks is when sentiment is low. The fact that price targets have come down so rapidly is a good indication of the poor sentiment surrounding PLTR stock. While PLTR stock is trading as if it is a tech stock going out of business, the reality is anything but.</p><p>Recall that PLTR is a best of breed operator helping its customers harness the true value of its data. I view PLTR to be as close as any company to being the enabler of “Skynet” (a Terminator reference).</p><p><img src=\"https://static.tigerbbs.com/1c74dc14b14296f7a9fff0737793db17\" tg-width=\"1280\" tg-height=\"660\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>PLTR has made the bold claim that it will be the next Amazon Web Services (‘AWS’).</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/7/saupload_nNgGxXAO2u7UiyVdDQnSPW4vDNb6ShBF8jiRLQ0Y-iKw5IbqA7bA_N7sY5M6-i8BuGWEusYvE3GqHT960lHVDeVrSYii9qKyevBguQxd38OeRKbZ3KAjD1cRnxgMSZYfVDteHCnfGlO5ttRqHQ.png\" tg-width=\"1280\" tg-height=\"648\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2022 Q1 Presentation</p><p>That’s clearly an ambitious goal. Yet as data continues to grow, PLTR’s products only become more and more valuable as its customers look to further optimize their businesses in ways that humans alone cannot achieve. PLTR remains the best positioned company to help the world harness the power of artificial intelligence.</p><h2>What Is Palantir&#39;s Outlook?</h2><p>Consensus estimates call for around 28% growth through 2024 - noticeably lower than management’s outlook for at least 30% growth over the next three years.</p><p><img src=\"https://static.tigerbbs.com/a6d33f2559be47c1df1f150b8afefea5\" tg-width=\"1280\" tg-height=\"162\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>PLTR’S ability to sustain elevated growth rates for many years is what makes the stock so compelling here.</p><h2>Is PLTR Stock A Buy, Sell, or Hold?</h2><p>The stock is trading at 9x forward sales. That might not seem that cheap, especially considering that PLTR is still not yet profitable on a GAAP basis. Yet as operating leverage takes hold, I expect PLTR to eventually generate robust profit margins. There are already signs of operating leverage taking place. Below we can see the 3-year financial snapshot - operating expenses have already moderated significantly over the past year.</p><p><img src=\"https://static.tigerbbs.com/38a660fc8e9db3df00e9207854e65d9c\" tg-width=\"1280\" tg-height=\"316\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2021 10-K</p><p>I can see PLTR eventually sustaining at least 30% net margins over the long term. Assuming a 1.5x price to earnings growth ratio (‘PEG ratio’), I could see PLTR trading at around 13.5x sales by 2024. That presents 141% potential upside, representing around 40% compounded returns over the next 2.5 years. What are the key risks here? I am not concerned with financial solvency risk due to the cash-rich balance sheet and free cash flow generation. But if the company is unable to realize operating leverage, perhaps due to factors like competition, then it may not produce sufficient GAAP profits to justify an investment over the long term. This is a key risk when investing in any unprofitable company. Over the near term, another risk is if growth rates suddenly decelerate rapidly - this would likely lead to material compression in the valuation multiple. I have the view that PLTR has a long growth runway ahead of it but would be a quick seller if the company was unable to meet its outlook for 30% average growth. I rate the stock a strong buy as the underlying growth and multiple expansion potential both make this a compelling buy at current prices. PLTR is one of the core holdings in the Best of Breed portfolio and one I intend to hold over the long term.</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>Is Now A Good Time To Buy Palantir Stock? Buy Hand Over Fist</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 Now A Good Time To Buy Palantir Stock? Buy Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516977-is-now-good-time-buy-palantir-stock><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir (NYSE:PLTR) stock trades at a fraction of its price just one year ago, in spite of sustaining impressive growth amidst a difficult economic environment. This is the kind of stock that one ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516977-is-now-good-time-buy-palantir-stock\">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."},"source_url":"https://seekingalpha.com/article/4516977-is-now-good-time-buy-palantir-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241813966","content_text":"Palantir (NYSE:PLTR) stock trades at a fraction of its price just one year ago, in spite of sustaining impressive growth amidst a difficult economic environment. This is the kind of stock that one should hold for very long time periods and add during times of weakness, like now. While the company is still not yet profitable on a GAAP basis, it is generating ample free cash flow and has a cash-rich balance sheet. I rate the stock a strong buy as one of the more compelling opportunities in the tech sector. PLTR is a core holding in the Best of Breed portfolio and one I intend to hold over the long term.PLTR Stock PricePLTR peaked near $40 per share and was recently trading at around $9 per share, just below the price where it came public nearly two years ago.Data by YChartsI last covered the name in March when I rated it a strong buy and the stock has since dropped another 19%. The ongoing price weakness should be considered a protracted opportunity to accumulate shares on the cheap.PLTR Stock Key MetricsIn the latest quarter, PLTR grew revenue by 31% on the backs of 124% net dollar retention.2022 Q1 PresentationA typical criticism against the company has been its reliance on government revenues. Government revenue growth actually decelerated to only 16% in this past quarter. On the conference call, management indicated that growth of government revenues should accelerate in the second half of the year.2022 Q1 PresentationIt was commercial revenue growth of 54% that helped offset that slowdown.2022 Q1 PresentationPLTR continues to generate robust free cash flows and generated a 26% adjusted operating margin in the quarter. That margin includes stock-based compensation, so the shares outstanding are still being negatively impacted. Yet from a financial solvency perspective, the company is on strong footing. The company did make progress on profit margins on a GAAP basis, with GAAP operating margin loss compressing to 9%, a sizable improvement from the negative 33% margin in the prior year.2022 Q1 PresentationOn the earnings call, an analyst asked management about their expectation for when to expect GAAP profitability. Management basically deflected the question - investors should expect the company to continue investing aggressively, at least in the near term. PLTR ended the quarter with $2.3 billion of cash versus no debt. That is good for around 13% of the current market cap.Looking forward, PLTR guided for $470 million of revenue in the next quarter, representing only 25% year over year growth.2022 Q1 PresentationSome investors have tried to justify the post-earnings 20% decline by that guidance, as it seems to call into question management’s long-term guidance of 30% growth (even though on that same slide the company reiterated its outlook of at least 30% revenue growth over the next three years). Has the thesis broken down? Hardly. PLTR is a curious example of a business which still operates like it is pre-IPO yet has achieved post-IPO valuations. PLTR’s products are still arguably years ahead of their time, meaning that it will take time for its customers to fully understand how to use its products. This is shown clearly by the fact that the 31% revenue growth lagged the 86% growth in total customers. Given everything that is going on right now, it makes sense that customers aren’t getting too adventurous in using PLTR’s products to the full extent. That will inevitably change as they slowly but surely see the tremendous value that PLTR provides.Is Palantir Stock A Good Valuation?It appears that the falling prices in the tech sector have influenced Wall Street’s sentiment toward the stock. In spite of the huge plunge in the stock price, the average rating stands at only 3.25 out of 5.Seeking AlphaThe average price target of $12.22 per share represents only 35% potential upside.Seeking AlphaWe can see below that the average price target has declined rapidly over the past few months alongside the crash in tech stocks.Seeking AlphaIs Now A Good Time To Invest In Palantir?I have a strong belief that the best time to buy stocks is when sentiment is low. The fact that price targets have come down so rapidly is a good indication of the poor sentiment surrounding PLTR stock. While PLTR stock is trading as if it is a tech stock going out of business, the reality is anything but.Recall that PLTR is a best of breed operator helping its customers harness the true value of its data. I view PLTR to be as close as any company to being the enabler of “Skynet” (a Terminator reference).2022 Q1 PresentationPLTR has made the bold claim that it will be the next Amazon Web Services (‘AWS’).2022 Q1 PresentationThat’s clearly an ambitious goal. Yet as data continues to grow, PLTR’s products only become more and more valuable as its customers look to further optimize their businesses in ways that humans alone cannot achieve. PLTR remains the best positioned company to help the world harness the power of artificial intelligence.What Is Palantir's Outlook?Consensus estimates call for around 28% growth through 2024 - noticeably lower than management’s outlook for at least 30% growth over the next three years.Seeking AlphaPLTR’S ability to sustain elevated growth rates for many years is what makes the stock so compelling here.Is PLTR Stock A Buy, Sell, or Hold?The stock is trading at 9x forward sales. That might not seem that cheap, especially considering that PLTR is still not yet profitable on a GAAP basis. Yet as operating leverage takes hold, I expect PLTR to eventually generate robust profit margins. There are already signs of operating leverage taking place. Below we can see the 3-year financial snapshot - operating expenses have already moderated significantly over the past year.2021 10-KI can see PLTR eventually sustaining at least 30% net margins over the long term. Assuming a 1.5x price to earnings growth ratio (‘PEG ratio’), I could see PLTR trading at around 13.5x sales by 2024. That presents 141% potential upside, representing around 40% compounded returns over the next 2.5 years. What are the key risks here? I am not concerned with financial solvency risk due to the cash-rich balance sheet and free cash flow generation. But if the company is unable to realize operating leverage, perhaps due to factors like competition, then it may not produce sufficient GAAP profits to justify an investment over the long term. This is a key risk when investing in any unprofitable company. Over the near term, another risk is if growth rates suddenly decelerate rapidly - this would likely lead to material compression in the valuation multiple. I have the view that PLTR has a long growth runway ahead of it but would be a quick seller if the company was unable to meet its outlook for 30% average growth. I rate the stock a strong buy as the underlying growth and multiple expansion potential both make this a compelling buy at current prices. PLTR is one of the core holdings in the Best of Breed portfolio and one I intend to hold over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020795584,"gmtCreate":1652683073748,"gmtModify":1676535140814,"author":{"id":"4113997687793592","authorId":"4113997687793592","name":"woowoots","avatar":"https://community-static.tradeup.com/news/c696a59025b885e4886971efc7de6906","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113997687793592","authorIdStr":"4113997687793592"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020795584","repostId":"2235386419","repostType":4,"repost":{"id":"2235386419","pubTimestamp":1652671381,"share":"https://ttm.financial/m/news/2235386419?lang=&edition=fundamental","pubTime":"2022-05-16 11:23","market":"us","language":"en","title":"Bear Market Rally Has Started, but the Fall Hasn't Finished - Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2235386419","media":"seekingalpha","summary":"With equity \"valuations now more attractive, equity markets so oversold and rates potentially stabil","content":"<html><head></head><body><p>With equity &#34;valuations now more attractive, equity markets so oversold and rates potentially stabilizing below 3%, stocks appear to have begun another material bear market rally,&#34; Morgan Stanley strategist Mike Wilson says.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2500dd2c5caff5984d0e01e3de8a09f\" tg-width=\"750\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/><span>undefined undefined/iStock via Getty Images</span></p><p>&#34;After that, were main confident that lower prices are still ahead,&#34; Wilson wrote in a note Sunday. &#34;In S&amp;P 500 (SP500) (NYSEARCA:SPY) terms we think that level is close to 3,400, which is where both valuation and technical support lie.&#34;</p><p>The bear market will last until either valuations fall to 14-15x &#34;that discount the kind of earnings cuts we envision, or earnings estimates get cut&#34; or earnings estimates are cut, he said.</p><p>Wilson said Morgan Stanley is getting less pushback on its less bullish view after Q1 earnings season.</p><p>&#34;First, while most companies handily beat consensus EPS forecasts, the bar had been lowered during the quarter more than usual. Second, the ratio of negative to positive earnings revisions spiked. Third, the quality of the earnings deteriorated as incremental operating margins rolled over for many companies and sectors, including many important large-cap technology stocks. Finally,2Q estimates for the S&amp;P 500 came down while full-year estimates were unchanged. This effectively raises the bar for the second half of the year, which is about the time the economy will be feeling the effects of higher rates and other headwinds.&#34;</p><p>On equity risk premium, at &#34;300bp, ERP is well below our year-end 340bp target, and is underestimating earnings risk ahead,&#34; Wilson said.</p><p>&#34;The question is will the equity market go ahead and discount the earnings cuts we think are coming or will it require companies to formally cut guidance? Given the pervasive bearishness now and extreme oversold conditions, we could see it play out either way.&#34;</p><p><a href=\"https://ttm.financial/NW/2235492043\" target=\"_blank\">Goldman says a recession will push the S&amp;P to 3,600.</a></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bear Market Rally Has Started, but the Fall Hasn't Finished - Morgan Stanley</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\">\nBear Market Rally Has Started, but the Fall Hasn't Finished - Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3838902-bear-market-rally-has-started-but-the-fall-hasnt-finished><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With equity \"valuations now more attractive, equity markets so oversold and rates potentially stabilizing below 3%, stocks appear to have begun another material bear market rally,\" Morgan Stanley ...</p>\n\n<a href=\"https://seekingalpha.com/news/3838902-bear-market-rally-has-started-but-the-fall-hasnt-finished\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/news/3838902-bear-market-rally-has-started-but-the-fall-hasnt-finished","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2235386419","content_text":"With equity \"valuations now more attractive, equity markets so oversold and rates potentially stabilizing below 3%, stocks appear to have begun another material bear market rally,\" Morgan Stanley strategist Mike Wilson says.undefined undefined/iStock via Getty Images\"After that, were main confident that lower prices are still ahead,\" Wilson wrote in a note Sunday. \"In S&P 500 (SP500) (NYSEARCA:SPY) terms we think that level is close to 3,400, which is where both valuation and technical support lie.\"The bear market will last until either valuations fall to 14-15x \"that discount the kind of earnings cuts we envision, or earnings estimates get cut\" or earnings estimates are cut, he said.Wilson said Morgan Stanley is getting less pushback on its less bullish view after Q1 earnings season.\"First, while most companies handily beat consensus EPS forecasts, the bar had been lowered during the quarter more than usual. Second, the ratio of negative to positive earnings revisions spiked. Third, the quality of the earnings deteriorated as incremental operating margins rolled over for many companies and sectors, including many important large-cap technology stocks. Finally,2Q estimates for the S&P 500 came down while full-year estimates were unchanged. This effectively raises the bar for the second half of the year, which is about the time the economy will be feeling the effects of higher rates and other headwinds.\"On equity risk premium, at \"300bp, ERP is well below our year-end 340bp target, and is underestimating earnings risk ahead,\" Wilson said.\"The question is will the equity market go ahead and discount the earnings cuts we think are coming or will it require companies to formally cut guidance? Given the pervasive bearishness now and extreme oversold conditions, we could see it play out either way.\"Goldman says a recession will push the S&P to 3,600.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}