Is Bank of America Stock Undervalued?
February 24th, 2020 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...
Why Has Google’s Stock Jumped 85% Since Early 2017?
February 24th, 2020 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...
How Roku Stock Could Plummet To Under $30
February 24th, 2020 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...
Altria’s Stock Price Has Dropped 40% In 3 Years; What’s Behind This Slide?
February 21st, 2020 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 ...
AMD’s Stock Is Up More Than 4x Since February 2017- Here’s Why!
February 21st, 2020 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...
What’s The Upside For Intuitive Surgical’s Stock?
February 21st, 2020 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 ...
Sirius XM’s Stock Grew Almost 2x in Last 4 Years, Despite Seeing Decline in Net Income Margins
February 21st, 2020 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,...
What’s The Upside For Walgreens’ Stock?
February 21st, 2020 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...
Nvidia Has A GPU Business, And It’s Big
February 21st, 2020 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...
Why TripAdvisor’s Stock Fell Over 50% in The Last 4 Years
February 21st, 2020 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 ...
What’s Behind The 120% Surge In CSX’s Stock Price In The Last 3 Years?
February 21st, 2020 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...
Apple’s Services To Top $50 Billion Profits By 2025 – Beating iPhone
February 21st, 2020 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...
Can Southwest Airlines Overcome Its Capacity Crunch To Grow Revenues In 2020?
February 21st, 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...
Why Did UBS’s Investment Banking Profits Drop 50% In 2019?
February 21st, 2020 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...
Abbott’s EPS Growth Is 2x Compared To Medtronic’s
February 20th, 2020 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 $...
