After Steady Growth Tyler Technologies’ Stock Has Run Out Of Fuel
August 11th, 2020 by Trefis Team
Tyler Technologies’ stock (NYSE: TYL) has rallied 27% since late March (vs. about 50% for the S&P 500) to its current level of $337. This is after falling to $266 in late March, as a rapid increase in the number of Covid-19 cases outs...
Despite A 3x Move Quidel Stock Can Gain More
August 11th, 2020 by Trefis Team
Despite a stellar 2.6x rise since the March 23 lows of this year, at the current price of around $230 per share we believe Quidel (NASDAQ:QDEL), best known for its diagnostic healthcare products, looks attractive and it has more room for growth. ...
After 65% Move Johnson Controls Stock Looks Fully Priced
August 11th, 2020 by Trefis Team
After a 65% rise since the March 23 lows of this year, at the current price of around $40 per share we believe Johnson Controls’ stock (NYSE: JCI) has reached its near term potential. JCI stock has rallied from $24 to $40 off the recent bottom co...
Already Up 95%, Dish Network Stock Could Still Hit $40
August 11th, 2020 by Trefis Team
After a formidable rise of close to 95% since the March 23 lows of this year, at the current price of $35 per share we believe Dish Network’s stock (NASDAQ: DISH) still has some upside remaining. Dish Network’s stock price has rallied from $18 ...
What Will Shopify Look Like In 2025?
August 11th, 2020 by Trefis Team
Shopify (NYSE: SHOP), a technology company that helps businesses get online by setting up e-commerce websites and handling related services, has seen its stock price rise by 2.5x this year, with its market cap standing at about $130 billion. The ...
Virgin Galactic Updates: What’s Happening With SpaceX Rival
August 11th, 2020 by Trefis Team
[8/11/2020] Virgin Galactic Q2 Earnings & Other Updates Virgin Galactic (NYSE:SPCE), an aerospace company focused on suborbital spaceflight for space tourists, published Q2 earnings last week. While the company’s financials are not ve...
No, The WeChat Ban Probably Isn’t A Big Deal For Apple
August 11th, 2020 by Trefis Team
Last week, U.S. President Donald Trump issued an executive order banning American companies from doing business with popular Chinese app WeChat on national security grounds. While the specifics of the ban aren’t clear yet, there are concern...
Up 50%, Capital One Stock Still Has 20% Upside
August 10th, 2020 by Trefis Team
Capital One stock (NYSE: COF) lost more than 58% – dropping from $103 at the end of 2019 to around $43 in late March – then spiked around 53% to around $66 now. Despite the recent rally, the stock remains 36% below the level at the beginni...
Emergent Biosolutions Stock Looks Attractive Despite A 3x Move
August 10th, 2020 by Trefis Team
Despite a stellar 2.6x rise since the March 23 lows of this year, at the current price of around $130 per share we believe Emergent Biosolutions (NYSE:EBS), best known for its vaccines, antibody therapeutics, and biodefense related medical device...
Despite Impressive Streaming Growth, ViacomCBS Remains A Tricky Bet
August 10th, 2020 by Trefis Team
ViacomCBS stock (NASDAQ: VIAC) lost more than 73% of its value – dropping from $42 in January 2020 to $11 in March 2020. This was due to the Covid-19 outbreak and the resultant lockdown, which led to expectations of economic slowdown, and affec...
Roku’s Stock: Decline In The Cards As Covid-19 Hits Ad Spend?
August 10th, 2020 by Trefis Team
Roku Inc stock (NASDAQ: ROKU) lost more than 53% of its value – dropping from $137 in January 2020 to $64 in March 2020, due to the Covid-19 outbreak and the resultant lockdown, which led to expectations of economic slowdown and lower consumer ...
The Final Frontier: Space Stocks To Watch
August 10th, 2020 by Trefis Team
Investor interest in the space exploration area has been rising after Elon Musk’s SpaceX’s successfully completed its first manned mission this year. There are a couple of broad trends driving the industry. Firstly, there is a gradual shift from ...
What Will Moderna Look Like Post Covid-19?
August 10th, 2020 by Trefis Team
Moderna’s stock has rallied almost 4x since the beginning of this year, rising from levels of about $20 to near $75 currently. However, we believe the vaccine, if successful, is only likely to contribute meaningfully to Moderna’s earn...
After 34% Rally, BlackBaud Stock Has Limited Upside
August 7th, 2020 by Trefis Team
Comparing the trend in Blackbaud’s stock (NASDAQ: BLKB) over recent months with its trajectory during and after the Great Recession of 2008, we believe that the stock can potentially gain 10%, once fears surrounding the coronavirus outbr...
ConocoPhillips is Preserving Investor Wealth through Production Cuts
August 7th, 2020 by Trefis Team
The coronavirus crisis has been challenging for the oil & gas industry as demand slump and price weakness have eroded earnings of upstream, midstream, and downstream operators. ConocoPhillips (NYSE: COP) is a prominent upstream company and ge...
