BAC Logo

Is Bank of America Stock Undervalued?

by Trefis Team
Bank of America’s (NYSE: BAC) stock rallied more than 40% in 2019, with the bank’s share price averaging just above $33 for the year. Despite this strong growth over 2019, we believe that the bank’s stock still has room for growth. Trefis d...
Read More >   |   Share
GOOG Logo

Why Has Google’s Stock Jumped 85% Since Early 2017?

by Trefis Team
Alphabet  (NASDAQ:GOOG), Google’s parent company, saw its stock price rise by almost 85% over the last three years, from $820 in February 2017 to about $1519 in February 2020. This rise was primarily driven by a significant increase in Total Reve...
Read More >   |   Share
ROKU Logo

How Roku Stock Could Plummet To Under $30

by Trefis Team
Trefis analysis shows how Roku’s stock could potentially drop to under $30 from its current level of over $130, as a counter analysis to our upside case of How Roku’s Stock Could Cross $450 .  We outline a case showing how Roku’s platform revenu...
Read More >   |   Share
MO Logo

Altria’s Stock Price Has Dropped 40% In 3 Years; What’s Behind This Slide?

by Trefis Team
Altria (NYSE: MO) saw its stock price plummet by almost 40% over the last 3 years, from $74 in February 2017 to about $45 in February 2020. This drop was primarily driven by a complete washout of profitability in 2019, with the company reporting ...
Read More >   |   Share
AMD Logo

AMD’s Stock Is Up More Than 4x Since February 2017- Here’s Why!

by Trefis Team
Advanced Micro Devices’ (NASDAQ: AMD) stock price grew over 350% from ~$13 in February 2017 to ~$59 in February 2020, primarily due to a significant jump in the P/S multiple. Steady revenue growth also helped, although stock price gains w...
Read More >   |   Share
ISRG Logo

What’s The Upside For Intuitive Surgical’s Stock?

by Trefis Team
There is an upside of over 6% for Intuitive Surgical’s  (NASDAQ:ISRG) stock, in our view. We estimate Intuitive Surgical’s fair price estimate to be around $652, based on expected EPS of $14.59 on an adjusted basis for full year 2020 ...
Read More >   |   Share
SIRI Logo

Sirius XM’s Stock Grew Almost 2x in Last 4 Years, Despite Seeing Decline in Net Income Margins

by Trefis Team
Sirius XM Radio ‘s (NASDAQ: SIRI) stock price gained 95% in the last 4 years, trading from under $4 in February 2016 to over $7 in February 2020. While part of the increase was due to the markets assigning the company a higher P/E multiple,...
Read More >   |   Share
WBA Logo

What’s The Upside For Walgreens’ Stock?

by Trefis Team
There could be 20% upside to  Walgreens Boots Alliance’s (NYSE:WBA)  stock in our view. The fair price estimate for Walgreens is $62, according to our estimates, based on $5.92 adjusted EPS estimated for fiscal 2020 and a P/E multiple of 10...
Read More >   |   Share
NVDA Logo

Nvidia Has A GPU Business, And It’s Big

by Trefis Team
Nvidia’s  (NASDAQ: NVDA) total revenue has grown from $9.71 billion in 2018 to $10.92 billion in 2020, and is expected to further grow to $13.10 billion in 2021. Nvidia’s GPU segment is expected to make 87% of the $13.10 billion in N...
Read More >   |   Share
TRIP Logo

Why TripAdvisor’s Stock Fell Over 50% in The Last 4 Years

by Trefis Team
TripAdvisor ‘s (NASDAQ: TRIP) stock price lost 54% in the last 4 years, trading from about $63 in February 2016 to $29 in February 2020. While part of the decrease was due to a lack of net income margin growth, a bulk of the decline in the ...
Read More >   |   Share
CSX Logo

What’s Behind The 120% Surge In CSX’s Stock Price In The Last 3 Years?

by Trefis Team
CSX Corporation  (NASDAQ: CSX) saw its stock price rise by a whopping 120% over the last 3 years, from $36 in December 2016 to about $80 currently. This rise was primarily driven by net income margin growing 80% over this period, driven by a stea...
Read More >   |   Share
AAPL Logo

Apple’s Services To Top $50 Billion Profits By 2025 – Beating iPhone

by Trefis Team
Apple’s Services business has emerged as the company’s second-largest segment, following the iPhone, posting revenues of $46 billion in FY’19. The business has grown at a CAGR of 21% over the last 5 years, compared to just about...
Read More >   |   Share
LUV Logo

Can Southwest Airlines Overcome Its Capacity Crunch To Grow Revenues In 2020?

by Trefis Team
After facing a capacity shortage for most of 2019 due to the grounding of 34 Boeing MAX 8 aircraft, Southwest Airlines (NYSE: LUV) hopes to be able to return these planes to service during the latter half of the year. As the company’s capacity gr...
Read More >   |   Share
UBS Logo

Why Did UBS’s Investment Banking Profits Drop 50% In 2019?

by Trefis Team
UBS’s (NYSE: UBS) investment banking (IB) profits declined by almost 50% from $1.5 billion in 2018 to $784 million in 2019. While UBS’s largest division, wealth management, continued to drive growth for the Swiss banking giant, its investment ban...
Read More >   |   Share
MDT Logo

Abbott’s EPS Growth Is 2x Compared To Medtronic’s

by Trefis Team
Abbott’s (NYSE:ABT)  adjusted earnings per share (EPS) grew at a CAGR of 11% from $2.16 in 2015 to $3.26 in 2019. This was almost 2x the CAGR of 5.1% for  Medtronic’s (NYSE:MDT)  adjusted EPS, which grew from $4.28 in fiscal 2015 to $...
Read More >   |   Share