Analysts are more negative on NetScout Systems after recent results, reflected in a small dip in their earnings per share forecast for next year. Despite this, the unchanged consensus price target suggests lower forecast earnings won't lead to a lower stock price soon. NetScout's revenue is expected to underperform the wider industry.
Investors may be hopeful that the company can turn the situation around, but the long-term share price weakness could be a bad sign. However, contrarian investors might want to research the stock in hope of a turnaround.
GOLDMAN SACHS •$博士伦(BLCO.US)$Goldman Sachs analyst Amit Hazan initiated coverage of Bausch + Lomb with a Neutral rating and $22 price target, implying 22% upside potential. The analyst sees Bausch + Lomb's current offering and pipeline as positioning it well to maintain or expand share in the "attractive and durable' eye care market. •$Steel Dynamics(STLD.US)$Goldman Sachs analyst Emily Chieng downgraded Steel Dynamics to Neutral...
网侦系统股票讨论区
1999年上市,主要做企业和政府的网络安全业务,64%的市场在美国,当前价格20.96。
5年来营收前3年下滑,近两年增长,总体略有萎缩,营业利润则受费用占比不断优化影响在2020年扭亏后连续增长4年,近3年平均增速58%,净利润则受利息费用影响2021年才扭亏,近期高速增长,2023年增速达到66.3%。
2024前3季度营收萎缩11.4%,营业利润萎缩35.2%,净利润受1.6亿资本性资产减值影响亏损1.2亿。大概率是受商誉减值影响,2023Q3商誉从20.58亿下降1.83亿到18.75亿,目前仍占19.04亿净资产的98.5%,未来减值压力仍然很大。
目前市盈率25.6,市盈率TTM亏损,考虑到营收缺乏增长,商誉减值压力,暂时缺乏吸引力。
We think it is likely we see outsized weakness in cloud names – $Datadog(DDOG.US)$ , $MongoDB(MDB.US)$ , $Snowflake(SNOW.US)$ , $Confluent(CFLT.US)$ , $亚马逊(AMZN.US)$ , $微软(MSFT.US)$ -- giving back some of their gains from yesterday. $Datadog(DDOG.US)$ is also a comp to $网侦系统(NTCT.US)$ (neg pre yesterday after the close) which could add further dnsid...
利润表显示公司的成本和营业费用不断下降,因此在营收不增长的情况下仍然实现了营业利润增长。同时利息费用近3年连续下降,对净利也有贡献。
2022前两季度营收增加8.6%,营业利润增长8.3倍至1400万,净利润增长4倍至1025万。
目前市盈率72.7,市盈率TTM 52.1。
从过去5年来看,净利率最高达到4.2%,2023上半年净利润率为7.6%,假设全年营收增加10%达到9.4亿,净利润优化到8%,净利达到0.75亿,对应市盈率为33.6,似乎还是太高,再观望一下。
专栏Analysts' screen on BLCO, SNAP, TSLA, ZM and more
•$博士伦(BLCO.US)$ Goldman Sachs analyst Amit Hazan initiated coverage of Bausch + Lomb with a Neutral rating and $22 price target, implying 22% upside potential. The analyst sees Bausch + Lomb's current offering and pipeline as positioning it well to maintain or expand share in the "attractive and durable' eye care market.
•$Steel Dynamics(STLD.US)$ Goldman Sachs analyst Emily Chieng downgraded Steel Dynamics to Neutral...
专栏Today's pre-market stock movers: AMC, GRAB, ZM, CS and more
• $CatchMark Timber Trust Inc(CTT.US)$ +36.4% (CatchMark Timber Trust and PotlatchDeltic (PCH) to combine in an all-stock transaction)
• $Yamana Gold(AUY.US)$ +17.0% (Yamana Gold to be acquired by Gold Fields (GFI) for $6.7 bln)
• $AMC院线(AMC.US)$ +12.7% (strong "Top Gun: Maverick" box office showing)
• $贝壳(BEKE.US)$ +8.3% (In reaction to earnings)
• $Eledon Pharmaceuticals(ELDN.US)$ +7.7% (topline resul...
专栏Top upgrades and downgrades on 5/31
• $Grab Holdings(GRAB.US)$: Bernstein Upgrades to Outperform from Market Perform - PT $3.04
• $Linde(LIN.US)$: Evercore ISI Upgrades to Outperform from In Line - PT $355
• $Magellan Midstream(MMP.US)$: Wells Fargo Upgrades to Overweight from EqualWeight - PT $56 (from $54)
• $Mercury Systems(MRCY.US)$: Baird Upgrades to Outperform from Neutral - PT $72 (from $56)
• $Nurix Therapeutics(NRIX.US)$: Wells Fargo Upgrades to Overweight from EqualWeight - PT...
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