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2021-08-03
[微笑]
Lyft and Uber Report Earnings This Week. Here’s What to Expect.<blockquote>Lyft和优步本周公布财报。这是可以期待的。</blockquote>
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Here’s What to Expect.<blockquote>Lyft和优步本周公布财报。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189156110","media":"Barrons","summary":"The recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energ","content":"<p>The recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energize investors about Uber Technologies and Lyft, we’ll find out this week.</p><p><blockquote>拼车业务的复苏正在加速。这是否足以重新激发投资者对优步科技和Lyft的兴趣，我们将在本周揭晓。</blockquote></p><p> Lyft (ticker: LYFT) reports June-quarter earnings on Tuesday after the close of trading, with Uber (UBER) following 24 hours later. In both cases, results should show a huge rebound from the year ago quarter, when demand collapsed amid the nearly complete shutdown of consumer and business travel. Talk about your easy comparisons: In the June 2020 quarter,Uber’s revenue fell 33%, while Lyft’s top line dropped 61%, with Uber’s smaller decline reflecting growth in its food-delivery arm.</p><p><blockquote>Lyft（股票代码：Lyft）将于周二收盘后公布6月份季度收益，优步（UBER）将在24小时后公布。在这两种情况下，结果都应该显示出与去年同期相比的巨大反弹，当时由于消费者和商务旅行几乎完全关闭，需求崩溃。谈谈你的简单比较：在2020年6月的季度，Uber的收入下降了33%，而Lyft的营收下降了61%，Uber的降幅较小反映了其食品配送部门的增长。</blockquote></p><p> For the June 2021 quarter, Street estimates call for Uber to post revenue of $3.74 billion, up 67% from a year ago, with Lyft expected to jump 105%, to $696 million. For Uber, Street consensus calls for Rides revenue of $1.7 billion, up 118%, with Eats also projected to be $1.7 billion, up 44%. Neither is expected to be profitable in the quarter: projections call for per-share losses of 51 cents for Uber and 24 cents for Lyft.</p><p><blockquote>Street预计，2021年6月季度，Uber的看涨期权收入将达到37.4亿美元，同比增长67%，Lyft预计将增长105%，达到6.96亿美元。对于Uber来说，街头共识乘车收入评级为17亿美元，增长118%，Eats预计也为17亿美元，增长44%。预计这两家公司本季度都不会盈利：看涨期权预计Uber每股亏损51美分，Lyft每股亏损24美分。</blockquote></p><p> For the year to date through Friday, Lyft stock has risen 13%, while Uber stock has slipped 15%, as investors looking for a reopening bet leaned toward the purer play on a domestic pick up in ride-sharing, rather than the more-diversified bet in Uber. Also weighing on Uber shares: the company’s substantial stake in the China-based ride-sharing company DiDi (DIDI), which has tumbled since its recent initial public offering, after receiving intense scrutinyfrom Chinese regulators.</p><p><blockquote>截至周五的今年以来，Lyft股价已上涨13%，而优步股价则下跌15%，因为寻求重新开放押注的投资者倾向于更纯粹地关注国内拼车业务的复苏，而不是更多。-对优步的多元化押注。同样令优步股价承压的还有：该公司持有的中国拼车公司滴滴出行（DIDI）的大量股份，在受到中国监管机构的严格审查后，该公司自最近首次公开募股以来股价大幅下跌。</blockquote></p><p> On Monday, with earnings just ahead, Gordon Haskett analyst Robert Mollins picked up coverage of both stocks, starting Uber with a Buy rating and $65 target price—which would be a potential return of about 50%—while launching coverage of Lyft with a Hold rating and $59 target price.</p><p><blockquote>周一，随着财报即将公布，Gordon Haskett分析师Robert Mollins对这两只股票进行了评级，对Uber给予买入评级和65美元的目标价（潜在回报率约为50%），同时对Lyft给予持有评级评级和59美元的目标价。</blockquote></p><p> “We view Uber as a company that continues to further ingrain itself in the everyday lives of consumers, which will lead to share gains across both rides and delivery and in turn upward top- and bottom-line revision over the coming years,” Mollins writes in his research note. “In the near-term, Uber offers investors exposure to reopening (rides) and defense against a prolonged Covid backdrop (delivery). Furthermore, we see Uber as well positioned to capitalize on a structural shift toward convenience with its restaurant and grocery delivery offerings. We also believe Uber Freight is an underappreciated business that will become a leader in the freight brokerage industry.”</p><p><blockquote>莫林斯写道：“我们认为优步是一家继续在消费者日常生活中根深蒂固的公司，这将导致乘车和送货的份额增长，进而在未来几年上调营收和利润。”在他的研究报告中。“短期内，Uber为投资者提供了重新开放（乘车）和抵御长期新冠疫情背景（送货）的机会。此外，我们认为Uber也有能力利用其餐厅和杂货送货服务向便利性的结构性转变。我们还相信Uber货运是一项未被充分重视的业务，将成为货运经纪行业的领导者。”</blockquote></p><p> Mollins finds Lyft shares less appealing. While he notes that bears on the stock have been wrong in their view that Lyft can’t effectively compete against Uber, he thinks Lyft’s singular focus on the U.S. ride-sharing market is a disadvantage. He thinks Uber’s “super app” approach will result in market-share gains at Lyft’s expense.</p><p><blockquote>莫林斯发现Lyft股票的吸引力较小。虽然他指出，看空该股的人认为Lyft无法有效与Uber竞争的观点是错误的，但他认为Lyft对美国拼车市场的单一关注是一个劣势。他认为优步的“超级应用”方法将以牺牲Lyft的利益为代价获得市场份额。</blockquote></p><p> As for the June quarter, analysts are generally upbeat about the pending results. Wedbush analyst Dan Ives, who has Outperform ratings on both Uber and Lyft, thinks the reports should provide evidence that the two companies are making progress on their push to reach break-even as measured by earnings before interest, taxes, depreciation and amortization, or Ebitda.</p><p><blockquote>至于六月季度，分析师普遍对即将公布的业绩持乐观态度。Wedbush分析师Dan Ives对Uber和Lyft都给予了跑赢大盘的评级，他认为这些报告应该提供证据，证明这两家公司在努力实现以息税折旧摊销前利润衡量的盈亏平衡方面正在取得进展，或Ebitda。</blockquote></p><p> As noted, the easy comparisons should result in huge growth. “We expect to get good news around underlying ride-sharing demand metrics and profitability outlook despite the delta variant, and expect to see a healthier equilibrium going forward,” Ives writes in a research note. “We view Uber and Lyft as strong names to play the reopening theme.”</p><p><blockquote>如前所述，简单的比较应该会带来巨大的增长。Ives在一份研究报告中写道：“尽管处于德尔塔变异毒株，但我们预计将获得有关基本拼车需求指标和盈利前景的好消息，并预计未来将出现更健康的平衡。”“我们认为优步和Lyft是播放重新开放主题的强有力的名字。”</blockquote></p><p> On Monday, BofA Global Securities analyst Justin Post reiterated his Buy rating and $71 target price on on Uber shares, while lifting his estimates for the quarter. He notes that there are multiple reasons the stock has come under pressure, including perceived risk from the company’s pending Transplace freight logistics acquisition, weakness tied to the company’s DiDi stake, reports that SoftBank has sold a portion of its Uber stake, and concerns about extended wait times and high prices for rides. But he adds that despite all of those concerns, Uber should see estimates ratchet higher as the mobility business improvement and investor sentiment recovers.</p><p><blockquote>周一，美国银行全球证券分析师贾斯汀·波斯特重申了对Uber股票的买入评级和71美元的目标价，同时上调了对本季度的预期。他指出，该股承压的原因有多种，包括该公司即将收购Transplace freight logistics带来的风险、与该公司持有的滴滴股份相关的疲软、软银已出售部分Uber股份的报道以及对延长的担忧等待时间和乘车价格高。但他补充说，尽管存在所有这些担忧，随着移动业务的改善和投资者情绪的恢复，Uber的预期应该会上升。</blockquote></p><p> Uber stock is up 0.1% Monday to $43.49, while Lyft stock is up 1.2%, to $56.</p><p><blockquote>Uber股价周一上涨0.1%，至43.49美元，Lyft股价上涨1.2%，至56美元。</blockquote></p><p></p>","source":"lsy1601382232898","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>Lyft and Uber Report Earnings This Week. 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Here’s What to Expect.<blockquote>Lyft和优步本周公布财报。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-03 09:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energize investors about Uber Technologies and Lyft, we’ll find out this week.</p><p><blockquote>拼车业务的复苏正在加速。这是否足以重新激发投资者对优步科技和Lyft的兴趣，我们将在本周揭晓。</blockquote></p><p> Lyft (ticker: LYFT) reports June-quarter earnings on Tuesday after the close of trading, with Uber (UBER) following 24 hours later. In both cases, results should show a huge rebound from the year ago quarter, when demand collapsed amid the nearly complete shutdown of consumer and business travel. Talk about your easy comparisons: In the June 2020 quarter,Uber’s revenue fell 33%, while Lyft’s top line dropped 61%, with Uber’s smaller decline reflecting growth in its food-delivery arm.</p><p><blockquote>Lyft（股票代码：Lyft）将于周二收盘后公布6月份季度收益，优步（UBER）将在24小时后公布。在这两种情况下，结果都应该显示出与去年同期相比的巨大反弹，当时由于消费者和商务旅行几乎完全关闭，需求崩溃。谈谈你的简单比较：在2020年6月的季度，Uber的收入下降了33%，而Lyft的营收下降了61%，Uber的降幅较小反映了其食品配送部门的增长。</blockquote></p><p> For the June 2021 quarter, Street estimates call for Uber to post revenue of $3.74 billion, up 67% from a year ago, with Lyft expected to jump 105%, to $696 million. For Uber, Street consensus calls for Rides revenue of $1.7 billion, up 118%, with Eats also projected to be $1.7 billion, up 44%. Neither is expected to be profitable in the quarter: projections call for per-share losses of 51 cents for Uber and 24 cents for Lyft.</p><p><blockquote>Street预计，2021年6月季度，Uber的看涨期权收入将达到37.4亿美元，同比增长67%，Lyft预计将增长105%，达到6.96亿美元。对于Uber来说，街头共识乘车收入评级为17亿美元，增长118%，Eats预计也为17亿美元，增长44%。预计这两家公司本季度都不会盈利：看涨期权预计Uber每股亏损51美分，Lyft每股亏损24美分。</blockquote></p><p> For the year to date through Friday, Lyft stock has risen 13%, while Uber stock has slipped 15%, as investors looking for a reopening bet leaned toward the purer play on a domestic pick up in ride-sharing, rather than the more-diversified bet in Uber. Also weighing on Uber shares: the company’s substantial stake in the China-based ride-sharing company DiDi (DIDI), which has tumbled since its recent initial public offering, after receiving intense scrutinyfrom Chinese regulators.</p><p><blockquote>截至周五的今年以来，Lyft股价已上涨13%，而优步股价则下跌15%，因为寻求重新开放押注的投资者倾向于更纯粹地关注国内拼车业务的复苏，而不是更多。-对优步的多元化押注。同样令优步股价承压的还有：该公司持有的中国拼车公司滴滴出行（DIDI）的大量股份，在受到中国监管机构的严格审查后，该公司自最近首次公开募股以来股价大幅下跌。</blockquote></p><p> On Monday, with earnings just ahead, Gordon Haskett analyst Robert Mollins picked up coverage of both stocks, starting Uber with a Buy rating and $65 target price—which would be a potential return of about 50%—while launching coverage of Lyft with a Hold rating and $59 target price.</p><p><blockquote>周一，随着财报即将公布，Gordon Haskett分析师Robert Mollins对这两只股票进行了评级，对Uber给予买入评级和65美元的目标价（潜在回报率约为50%），同时对Lyft给予持有评级评级和59美元的目标价。</blockquote></p><p> “We view Uber as a company that continues to further ingrain itself in the everyday lives of consumers, which will lead to share gains across both rides and delivery and in turn upward top- and bottom-line revision over the coming years,” Mollins writes in his research note. “In the near-term, Uber offers investors exposure to reopening (rides) and defense against a prolonged Covid backdrop (delivery). Furthermore, we see Uber as well positioned to capitalize on a structural shift toward convenience with its restaurant and grocery delivery offerings. We also believe Uber Freight is an underappreciated business that will become a leader in the freight brokerage industry.”</p><p><blockquote>莫林斯写道：“我们认为优步是一家继续在消费者日常生活中根深蒂固的公司，这将导致乘车和送货的份额增长，进而在未来几年上调营收和利润。”在他的研究报告中。“短期内，Uber为投资者提供了重新开放（乘车）和抵御长期新冠疫情背景（送货）的机会。此外，我们认为Uber也有能力利用其餐厅和杂货送货服务向便利性的结构性转变。我们还相信Uber货运是一项未被充分重视的业务，将成为货运经纪行业的领导者。”</blockquote></p><p> Mollins finds Lyft shares less appealing. While he notes that bears on the stock have been wrong in their view that Lyft can’t effectively compete against Uber, he thinks Lyft’s singular focus on the U.S. ride-sharing market is a disadvantage. He thinks Uber’s “super app” approach will result in market-share gains at Lyft’s expense.</p><p><blockquote>莫林斯发现Lyft股票的吸引力较小。虽然他指出，看空该股的人认为Lyft无法有效与Uber竞争的观点是错误的，但他认为Lyft对美国拼车市场的单一关注是一个劣势。他认为优步的“超级应用”方法将以牺牲Lyft的利益为代价获得市场份额。</blockquote></p><p> As for the June quarter, analysts are generally upbeat about the pending results. Wedbush analyst Dan Ives, who has Outperform ratings on both Uber and Lyft, thinks the reports should provide evidence that the two companies are making progress on their push to reach break-even as measured by earnings before interest, taxes, depreciation and amortization, or Ebitda.</p><p><blockquote>至于六月季度，分析师普遍对即将公布的业绩持乐观态度。Wedbush分析师Dan Ives对Uber和Lyft都给予了跑赢大盘的评级，他认为这些报告应该提供证据，证明这两家公司在努力实现以息税折旧摊销前利润衡量的盈亏平衡方面正在取得进展，或Ebitda。</blockquote></p><p> As noted, the easy comparisons should result in huge growth. “We expect to get good news around underlying ride-sharing demand metrics and profitability outlook despite the delta variant, and expect to see a healthier equilibrium going forward,” Ives writes in a research note. “We view Uber and Lyft as strong names to play the reopening theme.”</p><p><blockquote>如前所述，简单的比较应该会带来巨大的增长。Ives在一份研究报告中写道：“尽管处于德尔塔变异毒株，但我们预计将获得有关基本拼车需求指标和盈利前景的好消息，并预计未来将出现更健康的平衡。”“我们认为优步和Lyft是播放重新开放主题的强有力的名字。”</blockquote></p><p> On Monday, BofA Global Securities analyst Justin Post reiterated his Buy rating and $71 target price on on Uber shares, while lifting his estimates for the quarter. He notes that there are multiple reasons the stock has come under pressure, including perceived risk from the company’s pending Transplace freight logistics acquisition, weakness tied to the company’s DiDi stake, reports that SoftBank has sold a portion of its Uber stake, and concerns about extended wait times and high prices for rides. But he adds that despite all of those concerns, Uber should see estimates ratchet higher as the mobility business improvement and investor sentiment recovers.</p><p><blockquote>周一，美国银行全球证券分析师贾斯汀·波斯特重申了对Uber股票的买入评级和71美元的目标价，同时上调了对本季度的预期。他指出，该股承压的原因有多种，包括该公司即将收购Transplace freight logistics带来的风险、与该公司持有的滴滴股份相关的疲软、软银已出售部分Uber股份的报道以及对延长的担忧等待时间和乘车价格高。但他补充说，尽管存在所有这些担忧，随着移动业务的改善和投资者情绪的恢复，Uber的预期应该会上升。</blockquote></p><p> Uber stock is up 0.1% Monday to $43.49, while Lyft stock is up 1.2%, to $56.</p><p><blockquote>Uber股价周一上涨0.1%，至43.49美元，Lyft股价上涨1.2%，至56美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/lyft-uber-report-earnings-what-to-expect-51627921408?mod=hp_LEADSUPP_1\">Barrons</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":{"UBER":"优步","LYFT":"Lyft, Inc."},"source_url":"https://www.barrons.com/articles/lyft-uber-report-earnings-what-to-expect-51627921408?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189156110","content_text":"The recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energize investors about Uber Technologies and Lyft, we’ll find out this week.\nLyft (ticker: LYFT) reports June-quarter earnings on Tuesday after the close of trading, with Uber (UBER) following 24 hours later. In both cases, results should show a huge rebound from the year ago quarter, when demand collapsed amid the nearly complete shutdown of consumer and business travel. Talk about your easy comparisons: In the June 2020 quarter,Uber’s revenue fell 33%, while Lyft’s top line dropped 61%, with Uber’s smaller decline reflecting growth in its food-delivery arm.\nFor the June 2021 quarter, Street estimates call for Uber to post revenue of $3.74 billion, up 67% from a year ago, with Lyft expected to jump 105%, to $696 million. For Uber, Street consensus calls for Rides revenue of $1.7 billion, up 118%, with Eats also projected to be $1.7 billion, up 44%. Neither is expected to be profitable in the quarter: projections call for per-share losses of 51 cents for Uber and 24 cents for Lyft.\nFor the year to date through Friday, Lyft stock has risen 13%, while Uber stock has slipped 15%, as investors looking for a reopening bet leaned toward the purer play on a domestic pick up in ride-sharing, rather than the more-diversified bet in Uber. Also weighing on Uber shares: the company’s substantial stake in the China-based ride-sharing company DiDi (DIDI), which has tumbled since its recent initial public offering, after receiving intense scrutinyfrom Chinese regulators.\nOn Monday, with earnings just ahead, Gordon Haskett analyst Robert Mollins picked up coverage of both stocks, starting Uber with a Buy rating and $65 target price—which would be a potential return of about 50%—while launching coverage of Lyft with a Hold rating and $59 target price.\n“We view Uber as a company that continues to further ingrain itself in the everyday lives of consumers, which will lead to share gains across both rides and delivery and in turn upward top- and bottom-line revision over the coming years,” Mollins writes in his research note. “In the near-term, Uber offers investors exposure to reopening (rides) and defense against a prolonged Covid backdrop (delivery). Furthermore, we see Uber as well positioned to capitalize on a structural shift toward convenience with its restaurant and grocery delivery offerings. We also believe Uber Freight is an underappreciated business that will become a leader in the freight brokerage industry.”\nMollins finds Lyft shares less appealing. While he notes that bears on the stock have been wrong in their view that Lyft can’t effectively compete against Uber, he thinks Lyft’s singular focus on the U.S. ride-sharing market is a disadvantage. He thinks Uber’s “super app” approach will result in market-share gains at Lyft’s expense.\nAs for the June quarter, analysts are generally upbeat about the pending results. Wedbush analyst Dan Ives, who has Outperform ratings on both Uber and Lyft, thinks the reports should provide evidence that the two companies are making progress on their push to reach break-even as measured by earnings before interest, taxes, depreciation and amortization, or Ebitda.\nAs noted, the easy comparisons should result in huge growth. “We expect to get good news around underlying ride-sharing demand metrics and profitability outlook despite the delta variant, and expect to see a healthier equilibrium going forward,” Ives writes in a research note. “We view Uber and Lyft as strong names to play the reopening theme.”\nOn Monday, BofA Global Securities analyst Justin Post reiterated his Buy rating and $71 target price on on Uber shares, while lifting his estimates for the quarter. He notes that there are multiple reasons the stock has come under pressure, including perceived risk from the company’s pending Transplace freight logistics acquisition, weakness tied to the company’s DiDi stake, reports that SoftBank has sold a portion of its Uber stake, and concerns about extended wait times and high prices for rides. But he adds that despite all of those concerns, Uber should see estimates ratchet higher as the mobility business improvement and investor sentiment recovers.\nUber stock is up 0.1% Monday to $43.49, while Lyft stock is up 1.2%, to $56.","news_type":1,"symbols_score_info":{"LYFT":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":622,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/807075049"}
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