Latest Articles
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Forecast Of The Day: SAP’s Cloud Subscriptions And Support Revenue
What? SAP’s cloud subscriptions and support revenue rose from $7.7 billion in 2019 to $10.6 billion in 2021. Trefis expects the metric to grow to about $14 billion by 2023. Why? We expect growth to be driven by an increasing pivot of SAP...
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Why Has Skyworks Solutions Stock Dropped 20% Despite A Jump In Sales?
Skyworks Solutions Inc. (NASDAQ: SWKS) stock price has lost 40% from $153 at 2020 end, to around $91 currently, primarily due to unfavorable changes in its P/S multiple. The company, in fact, witnessed a rise in sales and a drop in its outstand...
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Kimberly-Clark Stock Looks Unlikely To Sustain Its Streak
Kimberly-Clark stock (NYSE: KMB) is up around 3.8% in the past month (twenty-one trading days), performing better than the S&P 500 which was down 8.7% over this period. If you look at the change over the last five and ten days, too, the sto...
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How Are 5G Technology Stocks Faring?
Our theme of 5G Stocks – which includes U.S.-based wireless carriers, infrastructure players, semiconductor companies, and testing solutions providers that stand to benefit from the ongoing transition of the wireless industry to 5G –...
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What’s Next For Elanco Stock After A 17% Fall In A Month?
Elanco (NASDAQ: ELAN), an animal health products company, has seen a 17% fall in a month, underperforming the broader S&P500, which is down 9%. Elanco’s Seresto flea-and-tick collar is linked to around 100,000 incidents and 2,500 pet d...
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Should You Buy Walgreens Stock At $40?
After a 27% fall year-to-date, at the current levels, we believe Walgreens stock (NYSE: WBA) can see higher levels. WBA stock fell from $53 in early January to $39 now. The broader markets have performed better, with the S&P500 index fallin...
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Is Morgan Stanley Stock Fairly Priced?
Morgan Stanley’s stock (NYSE: MS) has lost 22% YTD, as compared to the 20% decline in the S&P500 over the same period. Further, the stock is currently trading at $77 per share, which is 29% below its fair value of $108 – Trefis’ estimate f...
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Dish Network Stock Falls Further. Should You Buy?
The stock price of satellite TV and wireless services provider Dish Network (NASDAQ:DISH) has declined by about 15% over the past month, compared to the S&P 500 which remains down by about 7% over the same period. With the Federal Reserve ...
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Does Tesla Stock Look Attractive Despite Q2 Delivery Miss?
Tesla’s (NASDAQ:TSLA) deliveries for the second quarter declined by about 18% sequentially to 254,695, down by almost 18% from the prior second quarter, although it grew by about 27% year-over-year. The decline is largely due to the rise in...
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Buy The Dip In ArcelorMittal Stock?
After observing a solid rally through 2021 on account of rising steel and iron ore prices, ArcelorMittal stock (NYSE: MT), the largest steel producer in Europe, is witnessing a correction, declining by 30% over the last month (about 21 trading ...
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What’s Happening With Wynn Stock?
Wynn stock (NASDAQ:WYNN) has declined by almost 32% year-to-date, considerably underperforming the S&P 500, which remains down by about 20% over the same period. There are multiple factors that have been weighing the stock down. Firstly, th...
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Despite A Drop In Sales, Coherent Stock Has Managed To Strongly Outperform The S&P 500
Coherent Inc. (NASDAQ: COHR) stock price jumped more than 2.5x from $106 in 2018 end, to around $266 currently, primarily due to favorable changes in its P/S multiple. The company, a manufacturer of laser components and equipment, actually witn...
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Why Has Thor Industries Stock Underperformed The S&P Despite Consistent Sales Growth?
Thor Industries Inc. (NYSE: THO) stock price has risen just 46% from $52 in 2018 end, to around $76 currently, primarily due to favorable changes in its revenues. The company, in fact, witnessed a rise in its outstanding share count and a drop ...
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What’s Happening With Boston Scientific Stock?
Boston Scientific stock (NYSE: BSX) has seen a 9% fall in a month, in line with the broader S&P500, which is down 8%. The recent fall can primarily be attributed to the market weakness, owing to concerns over slowing economic growth. Boston...
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These Tech Stocks Can Be A Defensive Bet In An Uncertain Economy
Our theme of Value Tech Stocks – which is comprised of technology stocks with a market cap of over $5 billion and a price-to-earnings multiple of under 20x – has declined by almost 24% year-to-date, although it has outperformed the ...
