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SAP Or Oracle?

by Trefis Team
Oracle’s stock (NYSE: ORCL) is up by more than 40% since December 2016. In comparison, close rival SAP’s stock (NYSE: SAP) has grown at a higher rate of over 60 % during the same period. This, despite the fact that Oracle has a larger ...
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Microsoft Added $800 Billion In Value Since 2017 – Can It Repeat This Feat Over The Coming Years?

by Trefis Team
Microsoft (NASDAQ:MSFT) has added over $800 billion dollars in market value since the end of 2017, with the company now valued at close to $1.5 trillion. This is more than the combined value of the smallest 120 companies in the S&P 500 and th...
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As The Safest Bet In The Airline Industry, Southwest Stock Looks Undervalued

by Trefis Team
Southwest Airlines (NYSE: LUV) has fortified its balance sheet with multiple transactions including notes offering, equity raise, and sale-leaseback arrangements. Per recent filings, the company has $13 billion of cash and short-term investments ...
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Has Columbia Sportswear’s Stock Run Out Of Steam After Its 40% Rally?

by Trefis Team
Despite a 40% rise since the March 23 lows of this year, at the current price of $80 per share we believe Columbia Sportswear stock (NASDAQ: COLM) has reached its near term potential. Columbia stock has rallied from $56 to $80 off the recent bott...
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Can Dunkin’ Brands Survive A Covid Recession?

by Trefis Team
Yes, Dunkin’ Brands’ stock (NASDAQ:DNKN) can survive a Covid recession despite declining around 19% since the beginning of the year. The restaurant industry is rattled, with restaurants like Luby’s put up for sale. A Covid rece...
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How Did Tiffany Stock Manage To Grow 80% With Weak Revenue Growth?

by Trefis Team
Tiffany’s stock (NYSE: TIF) has gained 83% in the last three years or so, since the end of 2016, and was up even more prior to the pandemic-driven market crash. But how did the company manage to pull off this feat considering its revenue grew by ...
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Can CommVault Systems Gain 60% Post Covid-19?

by Trefis Team
Based on a comparison of  CommVault Systems’ stock (NASDAQ: CVLT) trajectory over recent months with that around the 2008 recession we believe that the stock can potentially gain 60% once fears surrounding the coronavirus outbreak are abated to...
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Workday Inc. Stock Too Expensive At $190?

by Trefis Team
With a 68% rise since its low in March, at the current price of $191 per share we believe Workday Inc. stock (NASDAQ: WDAY) has reached its near term potential. Workday stock has rallied from $114 to $191 off the recent bottom compared to the S...
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What’s Next For Alnylam Pharmaceuticals After A 50% Rally?

by Trefis Team
The stock price of Alnylam Pharmaceuticals (NASDAQ:ALNY), a pharmaceutical company best known for its ribonucleic acid (RNA) interference therapeutics for genetically defined diseases, has rallied around 50% over recent weeks (vs. about a 40% gai...
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Has T-Mobile’s Stock Peaked?

by Trefis Team
Despite a 39% rise since the March 20 lows of this year, at the current price of around $104 per share, we believe T-Mobile’s stock (NASDAQ: TMUS) has more upside left. TMUS stock has increased from $75 to $104 off the recent bottom, similar to...
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From $1 To $9, What’s Driving Nautilus’ Bull Run?

by Trefis Team
Despite a 7.3x rise since the March 23 lows of this year, at the current price of around $9.50 per share we believe Nautilus Inc. stock (NYSE: NLS) has reached its near term potential. Nautilus’ stock has rallied from $1.20 to $9.50 off the recen...
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Johnson & Johnson Or Pfizer For Better Returns?

by Trefis Team
Johnson & Johnson’s stock (NYSE:JNJ) has gained 27% since the March 23 lows, while Pfizer’s stock  (NYSE:PFE) is up 16%, both underperforming the broader S&P, which is up 39%. The lockdown in various parts of the world has had a neg...
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Why Did Travelzoo’s Stock Grow Despite Only Modest Revenue Growth?

by Trefis Team
Travelzoo’s stock (NASDAQ: TZOO) gained over 80% of its value since the end of 2017 through 2019, with the stock price growing from $6 to $11. But how did the company pull off such gains, as its revenues grew only 5% during this period? W...
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Why Barrick Gold Won While Freeport-McMoRan Lost?

by Trefis Team
Freeport-McMoRan’s stock  (NYSE: FCX) is down 12% so far in 2020. But wait a minute, close rival Barrick Gold stock (NYSE: GOLD) has increased 45% in 2020 so far.  If we compare the stock price trends for these mining giants over recent years,...
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Tesla: King Of [Self-Driving] Cars?

by Trefis Team
[Updated 7/3/2020] Tesla stock (NASDAQ:TSLA) is up over 150% year-to-date, with its market cap crossing $200 billion. Hard to fathom. Why? When you look at a more traditional metric like the number of cars sold, Tesla is tiny – less than ...
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