Analysts see no major sentiment shift post-results, but slightly raise revenue forecasts. The projected 6.0% annual growth till 2025 is below the past 5-year 15% p.a. growth, but aligns with the industry. Analysts believe the business's intrinsic value is improving.
Insider sales and a lack of insider purchases could signal trouble for GMS. Despite some ownership alignment through insider holdings, prospective investors must examine these transactions carefully. Be aware of two warning signs from the company.
The third entity will be a standalone foundry, which Richard says could end up being the second largest foundry in the world, behind TSMC.Richard writes: "Intel may be the only viable alternative to TSMC's leadership, particularly in high-performance applications such as AI integrated circuits, CPUs, GPUs and FPGAs. " Earlier, Dutch lithography giant Asmax said it had begun shipping the most central components of its first state-of-the-art chip-making machine to a chip factory owned...
Despite short-term declines, the long-term returns of GMS and its EPS growth outpacing the share price increase suggest the market is cautious, despite strong overall business performance.
No insider has traded GMS shares in the last quarter or bought shares in the last year. However, the level of insider ownership does align to some degree with shareholders. GMS has two warning signs that require further analysis.
Macquarie Upgrades Netflix to Neutral on Longer Term Upside From Ads Macquarie analyst Tim Nollen upgraded$ネットフリックス(NFLX.US)$to Neutral from Underperform with a price target of $230, up from $170. The analyst is now more confident in the company's longer-term upside potential. He estimates Netflix with ads could generate up to $3.6B in U.S. and Cinda sales by 2025 and $8.5B globally, adding $2B in total incremental revenue. Pinterest U...
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RDK79 :
I guess the Netflix update was a good call, it’s 228 today. Glad to see some analysts watch current stock prices …. Seriously….
GMSに関するコメント
OEM business
Earlier, Dutch lithography giant Asmax said it had begun shipping the most central components of its first state-of-the-art chip-making machine to a chip factory owned...
Most anticipated earnings and economic releases for the coming week, June 19th 23’
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コラムUS Top Rating Updates on 9/7: NFLX, PINS, EA, PATH and More
Macquarie analyst Tim Nollen upgraded $ネットフリックス(NFLX.US)$ to Neutral from Underperform with a price target of $230, up from $170. The analyst is now more confident in the company's longer-term upside potential. He estimates Netflix with ads could generate up to $3.6B in U.S. and Cinda sales by 2025 and $8.5B globally, adding $2B in total incremental revenue.
Pinterest U...
コラムToday's Pre-Market Stock Movers: NVDA, AI, LI, MDB and More
In reaction to earnings/guidance:
• $ニュータニックス(NTNX.US)$ +15.4%,$ピュア・ストレージ(PSTG.US)$ +6.8%,$クレド・テクノロジー・グループ・ホールディング(CRDO.US)$ +5.9%,$シグネット・ジュエラーズ(SIG.US)$ +3.6%,$センチネルワン(S.US)$ +3.4%,$ファイブ ビロウ(FIVE.US)$ +3.2%,$GMS(GMS.US)$ +1.7%,$スコッツ・ミラクルグロー(SMG.US)$ +0.9% (also CFO steps down, lowers FY22 FCF guidance, reaffirms all other guidance)
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コラムToday's pre-market stock movers: OXY, RAD, FDS, DRI and more
• $オーラ・バイオサイエンシズ(AURA.US)$ +13.9% (reports topline data from study of AU-011)
• $ハイゾン・モーターズ(HYZN.US)$ +8.2% (to collaborate with $シュルンベルジェ(SLB.US)$ in decarbonizing oil & gas field operations with high-power fuel cells)
• $アポジー・エンタープライジズ(APOG.US)$ +6.3% (In reaction to earnings/guidance)
• $GMS(GMS.US)$ +6% (In reaction to earnings/guidance)
• $ダーデン・レストランツ(DRI.US)$ +4.2% (In reaction to earnings/gui...
コラムTop upgrades and downgrades on 6/22: JNJ, NKE, BURL, CI and more
• $ブリックスモア・プロパティグループ(BRX.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $25 (from $27)
• $シグナ・グループ(CI.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $296 (from $283)
• $エナパック・ツール・グループ(EPAC.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $23 (from $22)
• $エクイティ・レジデンシャル(EQR.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $79 (from $95)
• $エクストラ・スペース・ストレージ(EXR.US)$ : JPMorga...
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