The Trefis Top 5 – April 26 Insights
The following is a collection of today’s top insights regarding Unilever (NYSE:UL), Intel (NASDAQ:INTC), Apple (NASDAQ:AAPL), Pandora, and IBM (NYSE:IBM).
Unilever Earnings Preview, What We’re Watching
- Up 14% This Year, Will IBM’s Gains Continue Following Q1 Results?
- Up 17% This Year, Why Is IBM Stock Outperforming?
- Up 21% In The Last Six Months, Will IBM Stock See Further Gains Post Q4?
- IBM Stock Gains 10% Over The Last Month On Strong Earnings, AI Progress. What’s Next?
- With Stock Down 1% YTD, Will Lackluster IT Spending Impact IBM’s Q3 Results?
- How Will IBM Stock Trend Post Q2 Earnings?
Unilever (NYSE:UL), the second largest consumer goods company after Procter & Gamble (NYSE:PG), plans to announce Q1 earnings on April 28th and while we’re hoping to see the a favorable impact of price increases on revenues, we’re keeping an eye on the operating margins and overhead expenses incurred due to the post-merger integration of the numerous acquisitions Unilever made in 2010. We also look for spending and inflationary trends that could impact other consumer goods companies like Unilever (NYSE:UL), Kimberly-Clark (NYSE:KMB) and Colgate-Palmolive (NYSE:CL). We value Unilever with a $35 Trefis price estimate of its stock, at roughly 9% premium to its current market price …
Read the full article on Unilever here
Strong Demand for Intel’s Sandy Bridge, but Atom’s Progress is Slow
Intel (NASDAQ:INTC) recently reported its Q1 2011 earnings and based on continued growth in server market and adoption of Sandy Bridge chips, we have upgraded our price estimate for Intel’s stock to $28.68. Below we discuss a few key takeaways from the earnings. Intel competes with Advanced Micro Devices (NYSE:AMD) and Nvidia (NASDAQ:NVDA) in the microprocessor and graphics businesses. Our price estimate for Intel stands at $28.68, a roughly 40% premium to market price …
Read the full article on Intel here
Apple Avoids Hiccups in Supply Chain, Raising Estimates on iPhone Outlook
Apple (NASDAQ:AAPL) recently announced its fiscal year Q2 earnings in which it provided better than expected iPhone unit sales results. The iPhone is the most valuable business for Apple and accounts for more than half of the company’s stock value by our estimates. The company managed to avoid disruptions from supply related issues, a concern we discussed recently (see Will Supply Constraints Temper the iPhone’s Impact for Apple?). Apple continues to show faster growth in the smartphone market than competitors Research in Motion (NASDAQ:RIMM), Nokia (NYSE:NOK) and Motorola Mobility (NYSE:MMI) …
Read the full article on Apple here
Coverage Launch on Pandora – $984 Million Valuation
Pandora is a leader in internet radio in the United States. The company offers a form of radio that provides personalized experiences for each listener based on their feedback. Apart from the products availability over the internet, Pandora has also launched apps available on Apple’s (NASDAQ:AAPL) iPhone, Research in Motion’s (NASDAQ:RIMM) BlackBerry and other smartphones operating on Google’s (NASDAQ:GOOG) Androis OS. Pandora has also developed relationships with auto manufacturers like Ford (NYSE:F) and BMW (GR:BMW) …
Read the full article on Pandora here
Strong Hardware Revenue Growth Does Not Mean Much for IBM’s Stock
IBM (NYSE:IBM) derives the bulk of its revenues from server sales (including system z, system x and system p servers) for which IBM is the global market leader. Competitors include other technology giants like HP (NYSE:HPQ), Dell (NASDAQ:DELL) and Oracle (NASDAQ:ORCL) in the server market. In its most recent Q1’11 earnings, IBM exceeded expectations, posting strong revenue growth in its hardware business segment. However, this improvement has little significance to IBM’s stock value, given the small contribution of the hardware segment to the company’s overall value …