Latest Articles
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After Flat Week, Can Akamai Stock Turn Things Around?
Akamai Technologies Inc. stock (NASDAQ: AKAM) is down a marginal 0.4% in the past week (five trading days), performing much worse than the S&P 500 which was up 3.4% over this period. If you look at the change over the last ten days and one ...
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Here’s A Better Pick Over Textron Stock In The Aerospace & Defense Industry
We think that Lockheed Martin stock (NYSE: LMT) is currently a better pick than Textron stock (NYSE: TXT) despite being the more expensive of the two, trading at 1.8x trailing revenues compared to 1.1x for Textron. Even if we look at the P/E...
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This Trucking Company Is Currently A Better Pick Over CSX Stock
We think that Old Dominion Freight Line stock (NASDAQ: ODFL) is currently a better pick compared to CSX Corporation stock (NYSE: CSX), despite it being the more expensive of the two, trading at 6.2x trailing revenues, compared to 5.6x for CSX....
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What’s Happening With Johnson & Johnson Stock
Johnson & Johnson stock (NYSE: JNJ) has seen a 6% fall in a month, while it’s down 3% year-to-date. The company reported upbeat Q2 results last month, but it lowered its full-year outlook owing to the impact of foreign exchange, and t...
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What Should You Do With WW International Stock Following Tough Q2 Results?
WW International stock (NASDAQ:WW) posted a weak set of Q2 2022 results earlier this month, as the big health and fitness focus seen through the Covid-19 lockdowns continues to cool off with people heading back outdoors. Moreover, mounting compet...
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What’s Driving The Rally In Hydrogen Stocks?
Our theme of Hydrogen Economy Stocks, which includes the stocks of U.S. listed companies that sell hydrogen fuel cells, related renewable energy equipment, and supply hydrogen gas, has seen a solid rally in recent months, rising by almost 40% si...
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Despite Sales Growth, NortonLifeLock Stock Has Failed To Outperform The S&P- Here’s Why
NortonLifeLock Inc. (NASDAQ: NLOK) stock price dropped 14% from $28 in 2017 end, to around $24 currently, primarily due to unfavorable changes in its P/S multiple. The company actually witnessed a steady rise in revenue per share over this peri...
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What To Expect From Snap Stock?
Snap’s stock (NYSE: SNAP) has lost approximately 76% YTD as compared to the 12% drop in the S&P500 index over the same period. That said, at its current price of $11, it is trading 39% below the fair value of $18 – Trefis’ estimate for Sn...
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What’s Next For Activision Blizzard Stock?
Activision Blizzard stock (NASDAQ: ATVI) reported its Q2 results earlier this month, with revenue coming in above and earnings being in line with the consensus estimates. Activision Blizzard’s revenue of $1.6 billion reflected a 28% y-o...
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Pick Either UPS Stock Or Its Peer – Both May Offer Similar Returns
We think FedEx stock (NYSE: FDX) and UPS stock (NYSE: UPS) may offer similar returns over the next few years. Still, FedEx looks more attractive due to its comparatively lower valuation. FDX stock is trading at 0.6x trailing revenues, compa...
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What’s Next For CVS Health Stock After An Upbeat Q2?
CVS Health stock (NYSE: CVS) reported its Q2 results last week, with revenue and earnings comfortably above ours and the street estimates. CVS stock has rallied around 2% in a week, while it’s up 10% in a month. Despite the recent rise, we bel...
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Meta Platforms Stock Missed The Consensus In Q2, Where Is It Headed?
Meta Platforms’ stock (NASDAQ: META) has lost 47% YTD, while the S&P500 is down 12% over the same period. Further, the stock is currently trading around $178 per share, which is 29% below its fair value of $252 – Trefis’ estimate for Met...
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Is Disney Stock Poised To Rally Further After Strong Earnings?
Disney (NYSE:DIS) reported a stronger than expected set of Q3 2022 results on Wednesday, sending the stock up by about 8% in pre-market trading on Thursday. While revenue rose 26% year-over-year to $21.5 billion, adjusted EPS came in at $1.09, up...
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What To Expect From Deere’s Q3?
Deere & Company (NYSE: DE) is scheduled to report its fiscal third-quarter results on Friday, August 19. We expect Deere to post revenues and earnings above the street estimates. The company should benefit from higher demand for agriculture e...
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Strong Sales Growth And Rising Expectations Have Driven 100x Gain In Enphase Energy Stock
Enphase Energy Inc. (NASDAQ: ENPH) stock price gained a staggering 120x from $2.41 at 2017 end to over $290 currently, primarily due to favorable changes in its P/S multiple. Also, over this period, Enphase, a manufacturer of software-driven ho...
