YMA
2021-07-28
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2 Reddit-Favorite Stocks That Are More Than A Meme<blockquote>Reddit上最受欢迎的2只股票，它们不仅仅是一个迷因</blockquote>
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But decent fundamentals suggest that both compa","content":"<p>Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.</p><p><blockquote>SOFI和WISH的股票在Reddit用户中很受欢迎。但良好的基本面表明，这两家公司不仅仅是模因股票的候选者。</blockquote></p><p> Meme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.</p><p><blockquote>模因股票的一般特点是（1）它们在散户投资者中很受欢迎，以及（2）商业基本面往往不够原始。除其他原因外，高空头兴趣以及Reddit的受欢迎程度通常是推动模因狂热的主要力量。</blockquote></p><p> Today, Wall Street Memes talks about SoFI and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.</p><p><blockquote>今天，华尔街模因谈论SoFI和ContextLogic，这两家深受模因人群喜爱的公司。然而，除了受欢迎之外，两者都在两个不断增长的细分市场中展示了良好的基本面。</blockquote></p><p> <b>$SOFI - SoFi: a profitable fintech</b></p><p><blockquote><b>$SOFI-SOFI：盈利的金融科技</b></blockquote></p><p> Fintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.</p><p><blockquote>金融科技公司SoFi一直在同行中脱颖而出。这个新兴行业一直是大型银行和金融机构的替代品。根据第三方数据，预计到2022年该行业将增长25%。</blockquote></p><p> <ul> <li><b>Solid results and still growing</b></li> </ul> SoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.</p><p><blockquote><ul><li><b>业绩稳健且仍在增长</b></li></ul>SoFi一直在送货。该公司报告过去12个月的收入接近7.5亿美元，同比增长151%。SoFi还因其盈利而在金融科技领域脱颖而出，由于其低费用模式，这在该领域很难实现。</blockquote></p><p> The company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.</p><p><blockquote>该公司已连续三个季度实现正EBITDA，上一期同比增长7000万美元。在B2B领域，子公司Galileo上个季度实现了三位数增长，同比增长超过100%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cc16c8213992ed5a1991602e22cfe81\" tg-width=\"918\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Figure 1: SOFI adjusted EBITDA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：SOFI调整后EBITDA。</span></p></blockquote></p><p> <ul> <li><b>What Wall Street has been saying</b></li> </ul> According to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.</p><p><blockquote><ul><li><b>华尔街一直在说什么</b></li></ul>据雅虎财经报道，两位分析师支持SOFI的买入建议，目标价为27.50美元。奥本海默目标价为25美元，上涨潜力为55%。</blockquote></p><p> As mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.</p><p><blockquote>正如分析师提到的，客户获取、交叉销售和市场份额占领是SoFi资产提供的机会。此外，独特的面向消费者的平台是消费贷款的一个差异化因素。</blockquote></p><p> Even more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according to the analyst, are summarized as \"well positioned to capture a significant amount of value”.</p><p><blockquote>更为乐观的是罗森布拉特证券。该公司将目标价定为30美元，预计上涨86%。这位分析师表示，看涨的原因可以概括为“处于有利地位，可以获取大量价值”。</blockquote></p><p> The most recent take on SOFI stock came from Jim Cramer.According to him, shares are only one dollar away from his own target price.</p><p><blockquote>Jim Cramer对SOFI股票的最新看法。据他称，股价距离他自己的目标价仅差一美元。</blockquote></p><p> “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.” <b>$WISH - ContextLogic: promising e-commerce</b></p><p><blockquote>“我认为SoFi应该很快就会结束下跌。我的意思是，股票停在零。这件事简直就是一场噩梦，[首席执行官]安东尼·诺托(Anthony Noto)比这更好。它的价格是15美元。我是14美元水平的买家。”<b>$wish-contextlogic：有前途的电子商务</b></blockquote></p><p> ContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.</p><p><blockquote>运营Wish.com的公司ContextLogic是一个低成本电子商务市场，有超过100万商家使用。Wish的大部分业务来自中国，这是该商家的主要分销国。</blockquote></p><p> <ul> <li><b>Recent financial performance</b></li> </ul> In the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.</p><p><blockquote><ul><li><b>近期财务表现</b></li></ul>在该公司最新的财报中，ContextLogic报告收入同比强劲增长76%，超出了分析师7.43亿美元的营收预期。然而，高昂的营销和销售成本导致了负利润率和巨额净亏损：每股收益为-0.21，而华尔街估计为-0.18。</blockquote></p><p> As far as the retail space is concerned,a research report suggests that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.</p><p><blockquote>就零售领域而言，一份研究报告表明，电子商务可能会在新冠肺炎危机之后蓬勃发展。据估计，2021年美国在线销售额将增长8650亿美元，比已经是电子商务理想的疫情年增长13%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9812b44f162e5ea65a862b07e9152aef\" tg-width=\"870\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Figure 2: WISH FY21 Q1 Revenue and net loss.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：WISH 2021财年第一季度收入和净亏损。</span></p></blockquote></p><p> <ul> <li><b>What Wall Street has been saying</b></li> </ul> According to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.</p><p><blockquote><ul><li><b>华尔街一直在说什么</b></li></ul>根据TipRanks的数据，过去3个月有6位分析师对WISH给予了适度买入建议。一致目标价为16美元，表明上涨机会约为70%。尽管分析师总体持乐观态度，但最新的看法却更加谨慎。</blockquote></p><p> Evercore ISI recently downgraded its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.</p><p><blockquote>Evercore ISI最近将其推荐评级从买入下调至持有。该分析师表示，Wish终身首席财务官在IPO后辞职可能会利空该股。然而，分析师仍认为有42%的上涨潜力。</blockquote></p><p> The latest take came from Bank Of America, and it was another downgrade to neutral. The analyst noted that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.</p><p><blockquote>最新的观点来自美国银行，再次将评级下调至中性。该分析师指出，自IPO以来的前几个季度，客户获取策略导致客户增长低于之前的预期。此外，他补充说，美国上半年的刺激措施并没有对公司的销售产生预期的好处。</blockquote></p><p></p><p> As a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according to Yahoo Finance – arguably making it more of a target of meme mania.</p><p><blockquote>顺便说一句，根据雅虎财经的数据，WISH目前的空头利率相当高，接近14%，这可以说使其更成为迷因狂热的目标。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reddit-Favorite Stocks That Are More Than A Meme<blockquote>Reddit上最受欢迎的2只股票，它们不仅仅是一个迷因</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Reddit-Favorite Stocks That Are More Than A Meme<blockquote>Reddit上最受欢迎的2只股票，它们不仅仅是一个迷因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-07-28 21:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.</p><p><blockquote>SOFI和WISH的股票在Reddit用户中很受欢迎。但良好的基本面表明，这两家公司不仅仅是模因股票的候选者。</blockquote></p><p> Meme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.</p><p><blockquote>模因股票的一般特点是（1）它们在散户投资者中很受欢迎，以及（2）商业基本面往往不够原始。除其他原因外，高空头兴趣以及Reddit的受欢迎程度通常是推动模因狂热的主要力量。</blockquote></p><p> Today, Wall Street Memes talks about SoFI and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.</p><p><blockquote>今天，华尔街模因谈论SoFI和ContextLogic，这两家深受模因人群喜爱的公司。然而，除了受欢迎之外，两者都在两个不断增长的细分市场中展示了良好的基本面。</blockquote></p><p> <b>$SOFI - SoFi: a profitable fintech</b></p><p><blockquote><b>$SOFI-SOFI：盈利的金融科技</b></blockquote></p><p> Fintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.</p><p><blockquote>金融科技公司SoFi一直在同行中脱颖而出。这个新兴行业一直是大型银行和金融机构的替代品。根据第三方数据，预计到2022年该行业将增长25%。</blockquote></p><p> <ul> <li><b>Solid results and still growing</b></li> </ul> SoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.</p><p><blockquote><ul><li><b>业绩稳健且仍在增长</b></li></ul>SoFi一直在送货。该公司报告过去12个月的收入接近7.5亿美元，同比增长151%。SoFi还因其盈利而在金融科技领域脱颖而出，由于其低费用模式，这在该领域很难实现。</blockquote></p><p> The company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.</p><p><blockquote>该公司已连续三个季度实现正EBITDA，上一期同比增长7000万美元。在B2B领域，子公司Galileo上个季度实现了三位数增长，同比增长超过100%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cc16c8213992ed5a1991602e22cfe81\" tg-width=\"918\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Figure 1: SOFI adjusted EBITDA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：SOFI调整后EBITDA。</span></p></blockquote></p><p> <ul> <li><b>What Wall Street has been saying</b></li> </ul> According to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.</p><p><blockquote><ul><li><b>华尔街一直在说什么</b></li></ul>据雅虎财经报道，两位分析师支持SOFI的买入建议，目标价为27.50美元。奥本海默目标价为25美元，上涨潜力为55%。</blockquote></p><p> As mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.</p><p><blockquote>正如分析师提到的，客户获取、交叉销售和市场份额占领是SoFi资产提供的机会。此外，独特的面向消费者的平台是消费贷款的一个差异化因素。</blockquote></p><p> Even more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according to the analyst, are summarized as \"well positioned to capture a significant amount of value”.</p><p><blockquote>更为乐观的是罗森布拉特证券。该公司将目标价定为30美元，预计上涨86%。这位分析师表示，看涨的原因可以概括为“处于有利地位，可以获取大量价值”。</blockquote></p><p> The most recent take on SOFI stock came from Jim Cramer.According to him, shares are only one dollar away from his own target price.</p><p><blockquote>Jim Cramer对SOFI股票的最新看法。据他称，股价距离他自己的目标价仅差一美元。</blockquote></p><p> “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.” <b>$WISH - ContextLogic: promising e-commerce</b></p><p><blockquote>“我认为SoFi应该很快就会结束下跌。我的意思是，股票停在零。这件事简直就是一场噩梦，[首席执行官]安东尼·诺托(Anthony Noto)比这更好。它的价格是15美元。我是14美元水平的买家。”<b>$wish-contextlogic：有前途的电子商务</b></blockquote></p><p> ContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.</p><p><blockquote>运营Wish.com的公司ContextLogic是一个低成本电子商务市场，有超过100万商家使用。Wish的大部分业务来自中国，这是该商家的主要分销国。</blockquote></p><p> <ul> <li><b>Recent financial performance</b></li> </ul> In the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.</p><p><blockquote><ul><li><b>近期财务表现</b></li></ul>在该公司最新的财报中，ContextLogic报告收入同比强劲增长76%，超出了分析师7.43亿美元的营收预期。然而，高昂的营销和销售成本导致了负利润率和巨额净亏损：每股收益为-0.21，而华尔街估计为-0.18。</blockquote></p><p> As far as the retail space is concerned,a research report suggests that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.</p><p><blockquote>就零售领域而言，一份研究报告表明，电子商务可能会在新冠肺炎危机之后蓬勃发展。据估计，2021年美国在线销售额将增长8650亿美元，比已经是电子商务理想的疫情年增长13%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9812b44f162e5ea65a862b07e9152aef\" tg-width=\"870\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Figure 2: WISH FY21 Q1 Revenue and net loss.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：WISH 2021财年第一季度收入和净亏损。</span></p></blockquote></p><p> <ul> <li><b>What Wall Street has been saying</b></li> </ul> According to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.</p><p><blockquote><ul><li><b>华尔街一直在说什么</b></li></ul>根据TipRanks的数据，过去3个月有6位分析师对WISH给予了适度买入建议。一致目标价为16美元，表明上涨机会约为70%。尽管分析师总体持乐观态度，但最新的看法却更加谨慎。</blockquote></p><p> Evercore ISI recently downgraded its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.</p><p><blockquote>Evercore ISI最近将其推荐评级从买入下调至持有。该分析师表示，Wish终身首席财务官在IPO后辞职可能会利空该股。然而，分析师仍认为有42%的上涨潜力。</blockquote></p><p> The latest take came from Bank Of America, and it was another downgrade to neutral. The analyst noted that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.</p><p><blockquote>最新的观点来自美国银行，再次将评级下调至中性。该分析师指出，自IPO以来的前几个季度，客户获取策略导致客户增长低于之前的预期。此外，他补充说，美国上半年的刺激措施并没有对公司的销售产生预期的好处。</blockquote></p><p></p><p> As a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according to Yahoo Finance – arguably making it more of a target of meme mania.</p><p><blockquote>顺便说一句，根据雅虎财经的数据，WISH目前的空头利率相当高，接近14%，这可以说使其更成为迷因狂热的目标。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153282663","content_text":"Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.\nMeme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.\nToday, Wall Street Memes talks about SoFI and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.\n$SOFI - SoFi: a profitable fintech\nFintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.\n\nSolid results and still growing\n\nSoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.\nThe company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.\nFigure 1: SOFI adjusted EBITDA.\n\nWhat Wall Street has been saying\n\nAccording to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.\nAs mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.\nEven more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according to the analyst, are summarized as \"well positioned to capture a significant amount of value”.\nThe most recent take on SOFI stock came from Jim Cramer.According to him, shares are only one dollar away from his own target price.\n\n “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.”\n\n$WISH - ContextLogic: promising e-commerce\nContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.\n\nRecent financial performance\n\nIn the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.\nAs far as the retail space is concerned,a research report suggests that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.\nFigure 2: WISH FY21 Q1 Revenue and net loss.\n\nWhat Wall Street has been saying\n\nAccording to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.\nEvercore ISI recently downgraded its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.\nThe latest take came from Bank Of America, and it was another downgrade to neutral. The analyst noted that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.\nAs a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according to Yahoo Finance – arguably making it more of a target of meme mania.","news_type":1,"symbols_score_info":{"SOFI":0.9,"WISH":0.9}},"isVote":1,"tweetType":1,"viewCount":1864,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/801368646"}
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