Morning Movers Gapping up $CrowdStrike(CRWD.US)$stock soared 22% following the cybersecurity firm's strong current-quarter guidance and better-than-anticipated results for the fourth quarter. CrowdStrike's earnings of 95 cents per share exceeded the 82 cents analysts polled by LSEG had predicted. The firm's $845 million in revenue was also higher than the estimated $839 million. $京东(JD.US)$ADRs increased by 11% as the Chin...
The quarter showed a small revenue beat and a convincing EPS beat, with guidance in line with expectations. Box's excitement about the AI potential of its platform is evident. The stock is up 5.1% after reporting.
Box CEO Aaron Levie links softer guidance to foreign exchange environment, sees AI as core to their platform and a major adoption driver. He expects new capabilities to expand Box's market and spur double-digit revenue growth.
Box's muted revenue growth estimates compared to the industry are surprising given its current P/S ratio. If revenue outlook remains weak, share price may decline, lowering the P/S ratio. A positive revenue growth change is needed to justify the current ratio.
Box's ROCE trend is promising and the stock has gained 38% in five years, indicating potential underappreciation of positive trends. Further analysis into the company's metrics might reveal a good investment opportunity.
While Box's focus on expanding AI capabilities through Box AI and Box Hubs shows optimism for the company's growth, the modest guidance and the influence of external macroeconomic conditions may lead to cautious investor sentiment in the short term.
Box's position with high free cash flow and large cash reservoir is noteworthy despite disappointing quarterly results. However, weak revenue growth and lower-revenue predictions for the next quarter could worry investors. Carefully analyse its business characteristics, valuation, and recent quarterly results before investing.
Despite lowered profits and guidance, Box's potential growth could stem from AI tools provided in premium subscriptions and future implementation of 'Box Hubs' for querying large data sets. Short-term outlook for the company appears bearish.
Box Inc股票讨论区
Gapping up
$CrowdStrike(CRWD.US)$ stock soared 22% following the cybersecurity firm's strong current-quarter guidance and better-than-anticipated results for the fourth quarter. CrowdStrike's earnings of 95 cents per share exceeded the 82 cents analysts polled by LSEG had predicted. The firm's $845 million in revenue was also higher than the estimated $839 million.
$京东(JD.US)$ ADRs increased by 11% as the Chin...
2015年上市,主要做云存储业务,67%市场在美国,当前价格27.36。
5年来营收持续增长,平均增速14.4,营业利润2023年扭亏达到0.37亿,净利润2023年扭亏达到0.27亿。2023年利息费用占营业利润的6.6%,利息负担不重。毛利率近5年中前4年变化不大,2023年从71.5%大幅提升到了74.5%。
2024前3季度营收增长5.5%,营业利润大幅提升72.7%达到0.3亿,净利润增长3.8倍达到0.3亿,但是优先股派完息只剩0.15亿。
目前市盈率456,市盈率TTM130,虽然近期增速非常快,但是季度环比增速已经大幅放缓,暂时仍然缺乏足够吸引力。
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