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 •$博士倫(BLCO.US)$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...
網偵系統股票討論區
1999年上市,主要做企業和政府的網絡安全業務,64%的市場在美國,當前價格20.96。
5年來營收前3年下滑,近兩年增長,總體略有萎縮,營業利潤則受費用佔比不斷優化影響在2020年扭虧後連續增長4年,近3年平均增速58%,淨利潤則受利息費用影響2021年才扭虧,近期高速增長,2023年增速達到66.3%。
2024前3季度營收萎縮11.4%,營業利潤萎縮35.2%,淨利潤受1.6億資本性資產減值影響虧損1.2億。大概率是受商譽減值影響,2023Q3商譽從20.58億下降1.83億到18.75億,目前仍佔19.04億淨資產的98.5%,未來減值壓力仍然很大。
目前市盈率25.6,市盈率TTM虧損,考慮到營收缺乏增長,商譽減值壓力,暫時缺乏吸引力。
We think it is likely we see outsized weakness in cloud names – $Datadog(DDOG.US)$ , $MongoDB(MDB.US)$ , $Snowflake(SNOW.US)$ , $Confluent(CFLT.US)$ , $亞馬遜(AMZN.US)$ , $微軟(MSFT.US)$ -- giving back some of their gains from yesterday. $Datadog(DDOG.US)$ is also a comp to $網偵系統(NTCT.US)$ (neg pre yesterday after the close) which could add further dnsid...
利潤表顯示公司的成本和營業費用不斷下降,因此在營收不增長的情況下仍然實現了營業利潤增長。同時利息費用近3年連續下降,對淨利也有貢獻。
2022前兩季度營收增加8.6%,營業利潤增長8.3倍至1400萬,淨利潤增長4倍至1025萬。
目前市盈率72.7,市盈率TTM 52.1。
從過去5年來看,淨利率最高達到4.2%,2023上半年淨利潤率為7.6%,假設全年營收增加10%達到9.4億,淨利潤優化到8%,淨利達到0.75億,對應市盈率為33.6,似乎還是太高,再觀望一下。
專欄Analysts' screen on BLCO, SNAP, TSLA, ZM and more
•$博士倫(BLCO.US)$ 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...
專欄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)
• $AMC院線(AMC.US)$ +12.7% (strong "Top Gun: Maverick" box office showing)
• $貝殼(BEKE.US)$ +8.3% (In reaction to earnings)
• $Eledon Pharmaceuticals(ELDN.US)$ +7.7% (topline resul...
專欄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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