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STulbeRT

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- STulbeRTSTulbeRT
  ·08-27
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  Nvidia Earnings Preview: A Leap or A Trap Ahead?
  @xc__：
  $NVIDIA(NVDA)$ Nvidia’s Q2 FY26 earnings report on August 28, 2025, is the market’s most-watched event, with analysts expecting revenue of $28.7 billion (up 112% YoY) and EPS of $0.59 (up 120% YoY), driven by explosive AI demand. Recent reports highlight surging upstream packaging shipments and downstream CPO, PCB, and server orders, pushing optimism higher. Yet, amid a S&P 500 at 6,466.58, Nasdaq at 21,713.14, and Bitcoin at $115,000, the VIX at 14.49 signals calm, but tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel add uncertainty. Will Nvidia’s results and guidance deliver a blockbuster leap, or is a trap lurking if the hype falls short? This in-depth preview explores the forecasts, GB200 and GB300 ramp-up, Rubin series prog
  Nvidia Earnings Preview: A Leap or A Trap Ahead?
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- STulbeRTSTulbeRT
  ·2023-08-31
  Great ariticle, would you like to share it?
  Top Calls on Wall Street: Nvidia, Apple, Amazon, Palantir, Exxon, Salesforce & More
  Here are Thursday’s biggest calls on Wall Street:Evercore ISI upgrades Okta to in line from underperformEvercore said the company’s prior missteps are behind it.“We believe the risk/reward is more bal
  Top Calls on Wall Street: Nvidia, Apple, Amazon, Palantir, Exxon, Salesforce & More
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- STulbeRTSTulbeRT
  ·2023-08-30
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  CrowdStrike Stock: Headed to $200?
  One analyst is giving CrowdStrike an aggressive 12-month price target just two days before the cybersecurity company's earnings report.
  CrowdStrike Stock: Headed to $200?
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- STulbeRTSTulbeRT
  ·2023-08-24
  $Grab Holdings(GRAB)$
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YoY) and EPS of $0.59 (up 120% YoY), driven by explosive AI demand. 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Will Nvidia’s results and guidance deliver a blockbuster leap, or is a trap lurking if the hype falls short? 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co-opetition, or becoming a platform for rivals.”</p><h2 id=\"id_4194860152\" style=\"text-align: start;\">Bank of America reiterates Nvidia as buy</h2><p>Bank of America said it sees upside for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s gaming sales.</p><p>“After effectively undershipping demand for 3-4 quarters, we continue to see upside for NVDA gaming sales.”</p><h2 id=\"id_2542903066\" style=\"text-align: start;\">Wells Fargo downgrades Victoria’s Secret to equal weight from overweight</h2><p>Wells downgraded the stock after its earnings report Wednesday.</p><p>“<a href=\"https://laohu8.com/S/VSCO\">VSCO</a> once again cut their FY plan, as top-line trends/share dynamics remain unfavorable. Uncertainty on their ability to execute a turnaround is mounting and valuation should continue to erode.”</p><h2 id=\"id_2413493699\" style=\"text-align: start;\">Bank of America reiterates Uber as buy</h2><p>Bank of America said it’s standing by shares of the ride sharing company.</p><p>“We continue to see <a href=\"https://laohu8.com/S/UBER\">Uber</a> as well positioned for top and bottom-line growth and maintain our Buy rating.”</p><h2 id=\"id_362495003\" style=\"text-align: start;\">Raymond James upgrades SkyWest to outperform from market perform</h2><p>Raymond James said it’s bullish on the regional airline.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/SKYW\">SKYW</a> from Market Perform to Outperform on increased conviction on the likely continued improvement in pilot trends as U.S. mainline and cargo airlines moderate growth (and pilot hiring) into 2024.”</p><h2 id=\"id_813887317\" style=\"text-align: start;\">JPMorgan initiates Establishment Labs as overweight</h2><p>JPMorgan said in its initiation of the med tech company that <a href=\"https://laohu8.com/S/ESTA\">Establishment Labs</a> has a “unique offering.”</p><p>“The company boasts a comprehensive portfolio of breast implants under its Motiva brand, supported by differentiated clinical data and a competitive profile that have supported its success in the $2.0- 2.2B breast augmentation and reconstruction markets.”</p><h2 id=\"id_1566007024\" style=\"text-align: start;\">Truist initiates RadNet as buy</h2><p>Truist said in its initiation of the stock that it’s “well positioned with solid overarching tailwinds.”</p><p>“<a href=\"https://laohu8.com/S/RDNT\">RadNet </a> is a leading provider of outpatient diagnostic imaging in the United States with 360+ centers.</p><h2 id=\"id_2006386228\" style=\"text-align: start;\">JPMorgan initiates MP Materials as overweight</h2><p>JPMorgan said in its initiation of the rare-earths materials company that it sees “solid demand growth.”</p><p>“We are initiating coverage of U.S.-based rare earths producer <a href=\"https://laohu8.com/S/MP\">MP Materials </a> with an Overweight rating and a Dec 2024 price target of $27.”</p><h2 id=\"id_2268618075\" style=\"text-align: start;\">Canaccord upgrades Shopify to buy from hold</h2><p>Canaccord said the stock’s setup looks “pretty good.”</p><p>“Favorable fundamental setup outshines valuation concerns; management meeting takeaways, upgrade to BUY.”</p><h2 id=\"id_1271119734\" style=\"text-align: start;\">Citi upgrades Arista Networks to buy from neutral</h2><p>Citi said the computer networking company is an “early AI play.”</p><p>“With its cloud exposure, <a href=\"https://laohu8.com/S/ANET\">Arista</a> is the best networking play on Generative AI.”</p><h2 id=\"id_520974247\" style=\"text-align: start;\">Evercore ISI downgrades Chewy to in line from outperform</h2><p>Evercore downgraded the stock after its earnings report Wednesday.</p><p>“Our View: We are downgrading <a href=\"https://laohu8.com/S/CHWY\">CHWY</a> from Outperform to In- Line with a $35 PT (reduced from $53) in the wake of In-Lineish FQ2 EPS results.”</p><h2 id=\"id_36310189\" style=\"text-align: start;\">JPMorgan downgrades Hostess Brands to neutral from overweight</h2><p>JPMorgan downgraded the stock mainly on valuation.</p><p>“We are downgrading the <a href=\"https://laohu8.com/S/TWNK\">TWNK</a> shares to Neutral from Overweight because the stock is now close to our price target ($28), the result of media reports about the company potentially being for sale.”</p><h2 id=\"id_3299071922\" style=\"text-align: start;\">Morgan Stanley upgrades 3M to equal weight from underweight</h2><p>Morgan Stanley said it sees a more balanced risk/reward as fundamentals improve.</p><p>“<a href=\"https://laohu8.com/S/3M\">3M</a>’s liabilities are likely to grow but look better discounted into shares.”</p><h2 id=\"id_4118877285\" style=\"text-align: start;\">Redburn Atlantic upgrades Exxon to neutral from sell</h2><p>Redburn upgraded the stock mainly on valuation.</p><p>“With limited valuation downside, and upgrades now coming through, we upgrade <a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a> from Sell to Neutral.”</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>Top Calls on Wall Street: Nvidia, Apple, Amazon, Palantir, Exxon, Salesforce & More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Apple, Amazon, Palantir, Exxon, Salesforce & More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-08-31 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2 id=\"id_687225409\" style=\"text-align: start;\">Evercore ISI upgrades Okta to in line from underperform</h2><p>Evercore said the company’s prior missteps are behind it.</p><p>“We believe the risk/reward is more balanced at these levels given the business seems to be stabilizing.</p><h2 id=\"id_2003790948\" style=\"text-align: start;\">Morgan Stanley downgrades Palantir to underweight from equal weight</h2><p>Morgan Stanley said <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>’s fundamentals are “mismatched.”</p><p>“Valuation Overly Reflective of Palantir’s AI Promise, But Fundamentals Remain Mismatched.</p><h2 id=\"id_1324720674\" style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h2><p>Goldman said it’s bullish on <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s iPhone event in September.</p><p>“We believe that the ongoing investments in the iPhone 15, as well as the Apple ecosystem (e.g., iOS, Services, iPad/Mac/Watch compatibility) should drive further growth in the iPhone installed base through market share gains and minimizing churn.”</p><h2 id=\"id_646268990\" style=\"text-align: start;\">Goldman Sachs reiterates Salesforce as buy</h2><p>Goldman said it’s standing by its buy rating on the <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> after its earnings report on Wednesday.</p><p>“Despite a greater level of reinvestment in 2H (in Gen-AI, targeted hiring), we expect profitability to sustain 30% levels in FY24 as management extracted significant cost savings from the workforce restructuring conducted earlier this year.”</p><h2 id=\"id_3758636304\" style=\"text-align: start;\">Rosenblatt reiterates Amazon as buy</h2><p>Rosenblatt said it’s bullish on <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>’s partnership with <a href=\"https://laohu8.com/S/SHOP\">Shopify</a>.</p><p>“The post-close news that Amazon and Shopify are native integrating Buy with Prime highlights and strengthens a new growth vector for Amazon - co-opetition, or becoming a platform for rivals.”</p><h2 id=\"id_4194860152\" style=\"text-align: start;\">Bank of America reiterates Nvidia as buy</h2><p>Bank of America said it sees upside for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s gaming sales.</p><p>“After effectively undershipping demand for 3-4 quarters, we continue to see upside for NVDA gaming sales.”</p><h2 id=\"id_2542903066\" style=\"text-align: start;\">Wells Fargo downgrades Victoria’s Secret to equal weight from overweight</h2><p>Wells downgraded the stock after its earnings report Wednesday.</p><p>“<a href=\"https://laohu8.com/S/VSCO\">VSCO</a> once again cut their FY plan, as top-line trends/share dynamics remain unfavorable. Uncertainty on their ability to execute a turnaround is mounting and valuation should continue to erode.”</p><h2 id=\"id_2413493699\" style=\"text-align: start;\">Bank of America reiterates Uber as buy</h2><p>Bank of America said it’s standing by shares of the ride sharing company.</p><p>“We continue to see <a href=\"https://laohu8.com/S/UBER\">Uber</a> as well positioned for top and bottom-line growth and maintain our Buy rating.”</p><h2 id=\"id_362495003\" style=\"text-align: start;\">Raymond James upgrades SkyWest to outperform from market perform</h2><p>Raymond James said it’s bullish on the regional airline.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/SKYW\">SKYW</a> from Market Perform to Outperform on increased conviction on the likely continued improvement in pilot trends as U.S. mainline and cargo airlines moderate growth (and pilot hiring) into 2024.”</p><h2 id=\"id_813887317\" style=\"text-align: start;\">JPMorgan initiates Establishment Labs as overweight</h2><p>JPMorgan said in its initiation of the med tech company that <a href=\"https://laohu8.com/S/ESTA\">Establishment Labs</a> has a “unique offering.”</p><p>“The company boasts a comprehensive portfolio of breast implants under its Motiva brand, supported by differentiated clinical data and a competitive profile that have supported its success in the $2.0- 2.2B breast augmentation and reconstruction markets.”</p><h2 id=\"id_1566007024\" style=\"text-align: start;\">Truist initiates RadNet as buy</h2><p>Truist said in its initiation of the stock that it’s “well positioned with solid overarching tailwinds.”</p><p>“<a href=\"https://laohu8.com/S/RDNT\">RadNet </a> is a leading provider of outpatient diagnostic imaging in the United States with 360+ centers.</p><h2 id=\"id_2006386228\" style=\"text-align: start;\">JPMorgan initiates MP Materials as overweight</h2><p>JPMorgan said in its initiation of the rare-earths materials company that it sees “solid demand growth.”</p><p>“We are initiating coverage of U.S.-based rare earths producer <a href=\"https://laohu8.com/S/MP\">MP Materials </a> with an Overweight rating and a Dec 2024 price target of $27.”</p><h2 id=\"id_2268618075\" style=\"text-align: start;\">Canaccord upgrades Shopify to buy from hold</h2><p>Canaccord said the stock’s setup looks “pretty good.”</p><p>“Favorable fundamental setup outshines valuation concerns; management meeting takeaways, upgrade to BUY.”</p><h2 id=\"id_1271119734\" style=\"text-align: start;\">Citi upgrades Arista Networks to buy from neutral</h2><p>Citi said the computer networking company is an “early AI play.”</p><p>“With its cloud exposure, <a href=\"https://laohu8.com/S/ANET\">Arista</a> is the best networking play on Generative AI.”</p><h2 id=\"id_520974247\" style=\"text-align: start;\">Evercore ISI downgrades Chewy to in line from outperform</h2><p>Evercore downgraded the stock after its earnings report Wednesday.</p><p>“Our View: We are downgrading <a href=\"https://laohu8.com/S/CHWY\">CHWY</a> from Outperform to In- Line with a $35 PT (reduced from $53) in the wake of In-Lineish FQ2 EPS results.”</p><h2 id=\"id_36310189\" style=\"text-align: start;\">JPMorgan downgrades Hostess Brands to neutral from overweight</h2><p>JPMorgan downgraded the stock mainly on valuation.</p><p>“We are downgrading the <a href=\"https://laohu8.com/S/TWNK\">TWNK</a> shares to Neutral from Overweight because the stock is now close to our price target ($28), the result of media reports about the company potentially being for sale.”</p><h2 id=\"id_3299071922\" style=\"text-align: start;\">Morgan Stanley upgrades 3M to equal weight from underweight</h2><p>Morgan Stanley said it sees a more balanced risk/reward as fundamentals improve.</p><p>“<a href=\"https://laohu8.com/S/3M\">3M</a>’s liabilities are likely to grow but look better discounted into shares.”</p><h2 id=\"id_4118877285\" style=\"text-align: start;\">Redburn Atlantic upgrades Exxon to neutral from sell</h2><p>Redburn upgraded the stock mainly on valuation.</p><p>“With limited valuation downside, and upgrades now coming through, we upgrade <a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a> from Sell to Neutral.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AAPL":"苹果","CRM":"赛富时","PLTR":"Palantir Technologies Inc.","AMZN":"亚马逊","XOM":"埃克森美孚"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179560382","content_text":"Here are Thursday’s biggest calls on Wall Street:Evercore ISI upgrades Okta to in line from underperformEvercore said the company’s prior missteps are behind it.“We believe the risk/reward is more balanced at these levels given the business seems to be stabilizing.Morgan Stanley downgrades Palantir to underweight from equal weightMorgan Stanley said Palantir’s fundamentals are “mismatched.”“Valuation Overly Reflective of Palantir’s AI Promise, But Fundamentals Remain Mismatched.Goldman Sachs reiterates Apple as buyGoldman said it’s bullish on Apple’s iPhone event in September.“We believe that the ongoing investments in the iPhone 15, as well as the Apple ecosystem (e.g., iOS, Services, iPad/Mac/Watch compatibility) should drive further growth in the iPhone installed base through market share gains and minimizing churn.”Goldman Sachs reiterates Salesforce as buyGoldman said it’s standing by its buy rating on the Salesforce after its earnings report on Wednesday.“Despite a greater level of reinvestment in 2H (in Gen-AI, targeted hiring), we expect profitability to sustain 30% levels in FY24 as management extracted significant cost savings from the workforce restructuring conducted earlier this year.”Rosenblatt reiterates Amazon as buyRosenblatt said it’s bullish on Amazon’s partnership with Shopify.“The post-close news that Amazon and Shopify are native integrating Buy with Prime highlights and strengthens a new growth vector for Amazon - co-opetition, or becoming a platform for rivals.”Bank of America reiterates Nvidia as buyBank of America said it sees upside for Nvidia’s gaming sales.“After effectively undershipping demand for 3-4 quarters, we continue to see upside for NVDA gaming sales.”Wells Fargo downgrades Victoria’s Secret to equal weight from overweightWells downgraded the stock after its earnings report Wednesday.“VSCO once again cut their FY plan, as top-line trends/share dynamics remain unfavorable. Uncertainty on their ability to execute a turnaround is mounting and valuation should continue to erode.”Bank of America reiterates Uber as buyBank of America said it’s standing by shares of the ride sharing company.“We continue to see Uber as well positioned for top and bottom-line growth and maintain our Buy rating.”Raymond James upgrades SkyWest to outperform from market performRaymond James said it’s bullish on the regional airline.“We are upgrading SKYW from Market Perform to Outperform on increased conviction on the likely continued improvement in pilot trends as U.S. mainline and cargo airlines moderate growth (and pilot hiring) into 2024.”JPMorgan initiates Establishment Labs as overweightJPMorgan said in its initiation of the med tech company that Establishment Labs has a “unique offering.”“The company boasts a comprehensive portfolio of breast implants under its Motiva brand, supported by differentiated clinical data and a competitive profile that have supported its success in the $2.0- 2.2B breast augmentation and reconstruction markets.”Truist initiates RadNet as buyTruist said in its initiation of the stock that it’s “well positioned with solid overarching tailwinds.”“RadNet  is a leading provider of outpatient diagnostic imaging in the United States with 360+ centers.JPMorgan initiates MP Materials as overweightJPMorgan said in its initiation of the rare-earths materials company that it sees “solid demand growth.”“We are initiating coverage of U.S.-based rare earths producer MP Materials  with an Overweight rating and a Dec 2024 price target of $27.”Canaccord upgrades Shopify to buy from holdCanaccord said the stock’s setup looks “pretty good.”“Favorable fundamental setup outshines valuation concerns; management meeting takeaways, upgrade to BUY.”Citi upgrades Arista Networks to buy from neutralCiti said the computer networking company is an “early AI play.”“With its cloud exposure, Arista is the best networking play on Generative AI.”Evercore ISI downgrades Chewy to in line from outperformEvercore downgraded the stock after its earnings report Wednesday.“Our View: We are downgrading CHWY from Outperform to In- Line with a $35 PT (reduced from $53) in the wake of In-Lineish FQ2 EPS results.”JPMorgan downgrades Hostess Brands to neutral from overweightJPMorgan downgraded the stock mainly on valuation.“We are downgrading the TWNK shares to Neutral from Overweight because the stock is now close to our price target ($28), the result of media reports about the company potentially being for sale.”Morgan Stanley upgrades 3M to equal weight from underweightMorgan Stanley said it sees a more balanced risk/reward as fundamentals improve.“3M’s liabilities are likely to grow but look better discounted into shares.”Redburn Atlantic upgrades Exxon to neutral from sellRedburn upgraded the stock mainly on valuation.“With limited valuation downside, and upgrades now coming through, we upgrade ExxonMobil from Sell to Neutral.”","news_type":1,"symbols_score_info":{"NVDA":1.1,"XOM":1.1,"AAPL":1.1,"CRM":1.1,"AMZN":1.1,"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214363930693840,"gmtCreate":1693374479897,"gmtModify":1693374911694,"author":{"id":"4092211018498390","authorId":"4092211018498390","name":"STulbeRT","avatar":"https://community-static.tradeup.com/news/0768d37aea0fb144026a35081875faa2","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092211018498390","authorIdStr":"4092211018498390"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214363930693840","repostId":"2363500914","repostType":2,"repost":{"id":"2363500914","kind":"highlight","pubTimestamp":1693365149,"share":"https://ttm.financial/m/news/2363500914?lang=&edition=fundamental","pubTime":"2023-08-30 11:12","market":"us","language":"en","title":"CrowdStrike Stock: Headed to $200?","url":"https://stock-news.laohu8.com/highlight/detail?id=2363500914","media":"Motley Fool","summary":"One analyst is giving CrowdStrike an aggressive 12-month price target just two days before the cybersecurity company's earnings report.","content":"<div>\n<p>KEY POINTSThe analyst's price target implies nearly 39% upside from the stock's closing price on Monday.The company's revenue growth rates have been coming down in recent quarters.Management guided ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/29/crowdstrike-stock-headed-to-200/\">Web Link</a>\n\n</div>\n","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>CrowdStrike Stock: Headed to $200?</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; 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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\">\nCrowdStrike Stock: Headed to $200?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-30 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/29/crowdstrike-stock-headed-to-200/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe analyst's price target implies nearly 39% upside from the stock's closing price on Monday.The company's revenue growth rates have been coming down in recent quarters.Management guided ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/29/crowdstrike-stock-headed-to-200/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4504":"桥水持仓","BK4559":"巴菲特持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4110":"抵押房地产投资信托","BK4588":"碎股","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4207":"综合性银行","LU0971096721.USD":"富达环球金融服务 A","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","CRWD":"CrowdStrike Holdings, Inc.","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0106831901.USD":"贝莱德世界金融基金A2","BK4501":"段永平概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC"},"source_url":"https://www.fool.com/investing/2023/08/29/crowdstrike-stock-headed-to-200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363500914","content_text":"KEY POINTSThe analyst's price target implies nearly 39% upside from the stock's closing price on Monday.The company's revenue growth rates have been coming down in recent quarters.Management guided for even slower growth in fiscal Q2.In a gutsy move, a Wells Fargo analyst increased his price target for cybersecurity specialist CrowdStrike days before the company's fiscal second-quarter earnings release. Ahead of the report, which is scheduled for Wednesday, Wells Fargo's Andrew Nowinski is boosting his 12-month target for the tech stock by about 14%. Additionally, the analyst reiterated an overweight rating (similar to a \"buy\" rating) on the stock.Is Nowinski on to something? Or is it wiser for investors to wait for more information, available when the earnings report is released, before deciding whether or not they think the stock is a buy?The path to $200On Monday, Nowinski said he believes the risk-reward setup headed into the report is attractive. In other words, the analyst is likely betting that CrowdStrike reports better-than-anticipated fiscal Q2 financial results. More specifically, Nowinski said he expects the company to report net new annual recurring revenue (ARR) of $200 million.To help investors understand Nowinski's bullishness, achieving $200 million in net new annual recurring revenue during the quarter would be an impressive achievement, since the company only added $174.2 million in net new ARR in the quarter ended three months earlier. Still, there's always a risk that CrowdStrike will miss Nowinski's estimate.Nowinski's view corroborates the momentum the company said it had in the fiscal first quarter. CrowdStrike's $174.2 million in ARR during the period was ahead of management's stated assumptions.\"In Q1, we closed over 50% more deals involving eight or more modules compared to a year ago,\" explained CrowdStrike CEO George Kurtz in the company's fiscal Q1 earnings call. He said this \"speaks to increasing customer demand for consolidation using the Falcon platform.\" Given this momentum and the company's strong pipeline for fiscal Q1, Kurtz said the company had confidence in its ARR growth potential during the second half of the year.Analysts, on average, expect fiscal Q2 revenue to grow 35.4% year over year to $724 million. Anything less than this could substantially lower the odds of CrowdStrike stock reaching $200 within 12 months.Wait and seeDespite this analyst's bullishness and his confidence in the stock's near-term potential, it may be wise for investors to get more data on the company's recent trends before they pile into the stock. The stock's sky-high valuation, evidenced by its market capitalization of $34 billion even as the company continues reporting losses, means that investors already have rosy expectations for the company's long-term growth. It may make sense, therefore, to wait and see if the stock pulls back further at some point -- whether that's in the days following the earnings report or at some point further down the road.Sure, there's always a risk that this is the lowest the stock will ever trade from here on out. But given how volatile the stock is, and considering its pricey valuation, it's unlikely that investors won't get a chance to buy it at a better price at some point.Whatever happens to the stock in the near term, CrowdStrike's decelerating year-over-year revenue growth rates are reason to be skeptical about the company's potential relative to the stock's valuation. Investors may want to look for concrete signs of stabilization in its growth rate before considering paying such a high price for the stock.Investors will get an update on CrowdStrike on Wednesday, after market close, when the company reports fiscal Q2 results.","news_type":1,"symbols_score_info":{"CRWD":1}},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212085988290784,"gmtCreate":1692809815756,"gmtModify":1692810344132,"author":{"id":"4092211018498390","authorId":"4092211018498390","name":"STulbeRT","avatar":"https://community-static.tradeup.com/news/0768d37aea0fb144026a35081875faa2","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092211018498390","authorIdStr":"4092211018498390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212085988290784","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}