Morning Movers Gapping up $クラウド ストライク ホールディングス A(CRWD.US)$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. $JD.COM(京東商城)(JD.US)$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.
$ボックス A(BOX.US)$ — The cloud stock fell 7% after hours on a mixed second-quarter report. Box's revenue came in at $261 million, in line with Wall Street's estimates, according to Refinitiv. However, the company posted adjusted earnings of 36 cents per share, beating analysts' estimates by 1 cent. Box also posted weak guidance on both lines for the current quarter and for full-year revenue, according to FactSet. $アンバレラ(AMBA.US)$ — The semiconduct...
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$クラウド ストライク ホールディングス A(CRWD.US)$ 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.
$JD.COM(京東商城)(JD.US)$ ADRs increased by 11% as the Chin...
— The cloud stock fell 7% after hours on a mixed second-quarter report. Box's revenue came in at $261 million, in line with Wall Street's estimates, according to Refinitiv. However, the company posted adjusted earnings of 36 cents per share, beating analysts' estimates by 1 cent. Box also posted weak guidance on both lines for the current quarter and for full-year revenue, according to FactSet.
$アンバレラ(AMBA.US)$
— The semiconduct...
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