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2021-10-13

Will they go down further?

Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示：逢低买入这3只纳斯达克股票</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":822632227,"tweetId":"822632227","gmtCreate":1634124338673,"gmtModify":1634124338898,"author":{"id":3586131488444401,"idStr":"3586131488444401","authorId":3586131488444401,"authorIdStr":"3586131488444401","name":"STKG","avatar":"https://static.tigerbbs.com/730c2482b43ac1909a601868b378a6e4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":48,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Will they go down further?</body></html>","htmlText":"<html><head></head><body>Will they go down further?</body></html>","text":"Will they go down further?","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/822632227","repostId":1104360269,"repostType":4,"repost":{"id":"1104360269","kind":"news","pubTimestamp":1634112030,"share":"https://www.laohunote.com/m/news/1104360269?lang=zh_CN&edition=full","pubTime":"2021-10-13 16:00","market":"us","language":"en","title":"Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示：逢低买入这3只纳斯达克股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104360269","media":"TheStreet","summary":"Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should in","content":"Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?<blockquote>华尔街模因列出了过去 52 周内表现最差的三只纳斯达克 100 指数股票。投资者该不该趁机抄底？</blockquote> The Nasdaq 100&nbsp;has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple&nbsp;to Amazon&nbsp;and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.<blockquote>纳斯达克100指数在过去12个月里上涨了28%。这个科技丰富的指数包括一些在美国证券交易所上市的最知名的公司，从苹果到亚马逊等等。在过去五年中，纳斯达克的价值跃升了 209%，令人震惊。</blockquote> <img src=\"https://static.tigerbbs.com/ac32321c1c19691dfb6a4cdb6dc89091\" tg-width=\"672\" tg-height=\"481\" width=\"100%\" height=\"auto\">Figure 1: Nasdaq Invesco QQQ performance in the past 5 years.<blockquote>图1：纳斯达克景顺QQQ近5年表现。</blockquote> In its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.<blockquote>为了寻找好的交易，华尔街迷因研究了过去 52 周内表现最差的纳斯达克 100 指数股票。在可预见的未来，负面势头能否让位于抄底并将其中一些股票变成赢家？以下是三个潜在的逢低买入想法。</blockquote> #3 Vertex Pharmaceuticals - $VRTX<blockquote>#3 顶点制药 - $VRTX</blockquote> The $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis.&nbsp;VRTX&nbsp;stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.<blockquote>这家市值达 460 亿美元的制药公司开发并销售治疗囊性纤维化的疗法。VRTX今年迄今为止，该股已下跌 22%，上次检查时目前价格为 179 美元。华尔街对该股的共识是适度买入。根据过去三个月的 13 份报告，245 美元的目标价共识表明有 37% 的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/9ca3ea7d3f8df55881c3873f461b4318\" tg-width=\"677\" tg-height=\"470\" width=\"100%\" height=\"auto\">Figure 2: VRTX performance year-to-date.<blockquote>图 2：VRTX 年初至今的性能。</blockquote> Bearishness has been well presented by research company Stifel. After&nbsp;downgrading&nbsp;the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.<blockquote>研究公司 Stifel 很好地表达了悲观情绪。在将该股评级从买入下调至中性后，这位持怀疑态度的分析师认为该公司的药品管道存在很高的市场风险，因为 Vertex 是一家市值 500 亿美元的公司，其下一步计划 “不太可能改变叙事”。</blockquote> On the other hand, Piper Sandler analyst&nbsp;recommended&nbsp;the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.<blockquote>另一方面，Piper Sandler 分析师几个月前推荐了该股，并将 VRTX 的目标价从 261 美元上调至 323 美元。他将自己的乐观情绪部分归因于变革性药物 Trikafta，以及对该公司盈利将超越的信念。</blockquote> #2 Peloton Interactive - $PTON<blockquote>#2 Peloton Interactive - $PTON</blockquote> The company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.PTON&nbsp;stock has been down 41% year-to-date and is currently priced at $86 at last check.<blockquote>该公司提供互动健身产品和订阅服务，去年是疫情的宠儿。然而，2021年，该股一直在苦苦挣扎。普顿今年迄今为止，该股已下跌 41%，上次检查时目前价格为 86 美元。</blockquote> <img src=\"https://static.tigerbbs.com/f3ef56058e86dac52ed1bec3a0acc19a\" tg-width=\"664\" tg-height=\"492\" width=\"100%\" height=\"auto\">Figure 3: PTON performance year-to-date.<blockquote>图 3：PTON 年初至今的表现。</blockquote> Despite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.<blockquote>尽管势头不佳，但华尔街认为这可能是投资 Peloton 股票的好时机。根据过去三个月发布的 22 份报告，这家市值 260 亿美元的公司获得了买入共识，目标价为 127 美元，上涨空间为 47%。</blockquote> The bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.<blockquote>瑞银解释了熊市的情况，并得到了可以说是夸张的估值分析的支持。分析师埃里克·谢里丹 (Eric Sheridan) 最近重申了该股的卖出评级，预测 PTON 价格为 70 美元，下跌 18%。</blockquote> \"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\" On the bullish side, Barclays analyst Mario Lu&nbsp;justified&nbsp;the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&amp;D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.<blockquote>“该股在两天内升值超过 17%，这意味着根据该股的交易价格，市场将为 The opportunity 分配近 12 亿美元的销售额，2023 年 EV 与销售额的平均倍数为 4.2 倍。Street 预计 2023 年的互联健身用户将达到约 506 万。这意味着每个用户每年的支出约为 240 美元”。从乐观的角度来看，巴克莱分析师马里奥·卢 (Mario Lu) 解释了最近毛利率下降的原因是胎面召回的退款高于预期以及运输成本持续增加。由于 2022 财年现在被视为投资年，乐观情绪再次得到重申，因为 Peloton 希望积极将资金投入营销和研发——分析师认为这是正确的长期决定。他对 PTON 给予买入评级，上涨机会为 50%。</blockquote> Lastly, famed investor Cathie Wood&nbsp;purchased&nbsp;a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.<blockquote>最后，著名投资者 Cathie Wood 几天前购买了大量 PTON 股票。伍德的方舟基金逢低买入，因为该公司未能达到盈利预期，目前该公司持有 170 万股 PTON 股票，价值 1.72 亿美元。</blockquote> #1 Pinduoduo Inc. - $PDD<blockquote>#1 拼多多 - $PDD</blockquote> This Shanghai-based e-commerce operator&nbsp;PDD&nbsp;saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.<blockquote>这家总部位于上海的电子商务运营商PDD今年迄今为止，其股价已下跌超过 42%——上次检查时，股价目前为 96 美元。据华尔街称，这家市值达 1180 亿美元的公司值得强力买入，预计未来 12 个月将恢复 42%。过去三个月，九位卖方分析师预测拼多多的一致目标价为 137 美元，因此被认为被低估。</blockquote> <img src=\"https://static.tigerbbs.com/2c71aaf3f1c288906054fc28ee7ff545\" tg-width=\"667\" tg-height=\"485\" width=\"100%\" height=\"auto\">Figure 4: PDD performance year-to-date.<blockquote>图 4：年初至今的 PDD 表现。</blockquote> China Renaissance analyst Nicky Ge&nbsp;forecasts&nbsp;$150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:<blockquote>华兴资本分析师 Nicky Ge 预测股价为 150 美元，并将 PDD 近期股价疲软的部分原因归因于市场对 2021 年商品总价值增长的预期。分析师还补充了以下评论：</blockquote> “Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.” Two months ago, Benchmark analyst Fawne Jiang&nbsp;lowered&nbsp;his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.<blockquote>“鉴于中国互联网零售市场在 21 年上半年的复苏乏力，我们预测 PDD 在 21 年第二季度和 2021 年第二季度的总商品价值将分别实现 43% 和 40% 的同比增长，而 2020 年的同比增长为 66%。”两个月前，Benchmark 分析师 Fawne Jiang 将 PDD 目标价从 176 美元下调至 156 美元。第二季度业绩喜忧参半，其头条新闻是 “尽管收入下降主要是由于 1 便士的销售额波动，但盈利却大幅增长”，这是罪魁祸首。然而，分析师越来越看好该公司的长期盈利潜力，并认为投资下一个可持续护城河对于长期增长具有重要的战略意义。</blockquote>","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>Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示：逢低买入这3只纳斯达克股票</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\">\nWall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示：逢低买入这3只纳斯达克股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-10-13 16:00\n\n</h4>\n</header>\n<article>\nWall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?<blockquote>华尔街模因列出了过去 52 周内表现最差的三只纳斯达克 100 指数股票。投资者该不该趁机抄底？</blockquote> The Nasdaq 100&nbsp;has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple&nbsp;to Amazon&nbsp;and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.<blockquote>纳斯达克100指数在过去12个月里上涨了28%。这个科技丰富的指数包括一些在美国证券交易所上市的最知名的公司，从苹果到亚马逊等等。在过去五年中，纳斯达克的价值跃升了 209%，令人震惊。</blockquote> <img src=\"https://static.tigerbbs.com/ac32321c1c19691dfb6a4cdb6dc89091\" tg-width=\"672\" tg-height=\"481\" width=\"100%\" height=\"auto\">Figure 1: Nasdaq Invesco QQQ performance in the past 5 years.<blockquote>图1：纳斯达克景顺QQQ近5年表现。</blockquote> In its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.<blockquote>为了寻找好的交易，华尔街迷因研究了过去 52 周内表现最差的纳斯达克 100 指数股票。在可预见的未来，负面势头能否让位于抄底并将其中一些股票变成赢家？以下是三个潜在的逢低买入想法。</blockquote> #3 Vertex Pharmaceuticals - $VRTX<blockquote>#3 顶点制药 - $VRTX</blockquote> The $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis.&nbsp;VRTX&nbsp;stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.<blockquote>这家市值达 460 亿美元的制药公司开发并销售治疗囊性纤维化的疗法。VRTX今年迄今为止，该股已下跌 22%，上次检查时目前价格为 179 美元。华尔街对该股的共识是适度买入。根据过去三个月的 13 份报告，245 美元的目标价共识表明有 37% 的上涨潜力。</blockquote> <img src=\"https://static.tigerbbs.com/9ca3ea7d3f8df55881c3873f461b4318\" tg-width=\"677\" tg-height=\"470\" width=\"100%\" height=\"auto\">Figure 2: VRTX performance year-to-date.<blockquote>图 2：VRTX 年初至今的性能。</blockquote> Bearishness has been well presented by research company Stifel. After&nbsp;downgrading&nbsp;the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.<blockquote>研究公司 Stifel 很好地表达了悲观情绪。在将该股评级从买入下调至中性后，这位持怀疑态度的分析师认为该公司的药品管道存在很高的市场风险，因为 Vertex 是一家市值 500 亿美元的公司，其下一步计划 “不太可能改变叙事”。</blockquote> On the other hand, Piper Sandler analyst&nbsp;recommended&nbsp;the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.<blockquote>另一方面，Piper Sandler 分析师几个月前推荐了该股，并将 VRTX 的目标价从 261 美元上调至 323 美元。他将自己的乐观情绪部分归因于变革性药物 Trikafta，以及对该公司盈利将超越的信念。</blockquote> #2 Peloton Interactive - $PTON<blockquote>#2 Peloton Interactive - $PTON</blockquote> The company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.PTON&nbsp;stock has been down 41% year-to-date and is currently priced at $86 at last check.<blockquote>该公司提供互动健身产品和订阅服务，去年是疫情的宠儿。然而，2021年，该股一直在苦苦挣扎。普顿今年迄今为止，该股已下跌 41%，上次检查时目前价格为 86 美元。</blockquote> <img src=\"https://static.tigerbbs.com/f3ef56058e86dac52ed1bec3a0acc19a\" tg-width=\"664\" tg-height=\"492\" width=\"100%\" height=\"auto\">Figure 3: PTON performance year-to-date.<blockquote>图 3：PTON 年初至今的表现。</blockquote> Despite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.<blockquote>尽管势头不佳，但华尔街认为这可能是投资 Peloton 股票的好时机。根据过去三个月发布的 22 份报告，这家市值 260 亿美元的公司获得了买入共识，目标价为 127 美元，上涨空间为 47%。</blockquote> The bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.<blockquote>瑞银解释了熊市的情况，并得到了可以说是夸张的估值分析的支持。分析师埃里克·谢里丹 (Eric Sheridan) 最近重申了该股的卖出评级，预测 PTON 价格为 70 美元，下跌 18%。</blockquote> \"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\" On the bullish side, Barclays analyst Mario Lu&nbsp;justified&nbsp;the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&amp;D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.<blockquote>“该股在两天内升值超过 17%，这意味着根据该股的交易价格，市场将为 The opportunity 分配近 12 亿美元的销售额，2023 年 EV 与销售额的平均倍数为 4.2 倍。Street 预计 2023 年的互联健身用户将达到约 506 万。这意味着每个用户每年的支出约为 240 美元”。从乐观的角度来看，巴克莱分析师马里奥·卢 (Mario Lu) 解释了最近毛利率下降的原因是胎面召回的退款高于预期以及运输成本持续增加。由于 2022 财年现在被视为投资年，乐观情绪再次得到重申，因为 Peloton 希望积极将资金投入营销和研发——分析师认为这是正确的长期决定。他对 PTON 给予买入评级，上涨机会为 50%。</blockquote> Lastly, famed investor Cathie Wood&nbsp;purchased&nbsp;a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.<blockquote>最后，著名投资者 Cathie Wood 几天前购买了大量 PTON 股票。伍德的方舟基金逢低买入，因为该公司未能达到盈利预期，目前该公司持有 170 万股 PTON 股票，价值 1.72 亿美元。</blockquote> #1 Pinduoduo Inc. - $PDD<blockquote>#1 拼多多 - $PDD</blockquote> This Shanghai-based e-commerce operator&nbsp;PDD&nbsp;saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.<blockquote>这家总部位于上海的电子商务运营商PDD今年迄今为止，其股价已下跌超过 42%——上次检查时，股价目前为 96 美元。据华尔街称，这家市值达 1180 亿美元的公司值得强力买入，预计未来 12 个月将恢复 42%。过去三个月，九位卖方分析师预测拼多多的一致目标价为 137 美元，因此被认为被低估。</blockquote> <img src=\"https://static.tigerbbs.com/2c71aaf3f1c288906054fc28ee7ff545\" tg-width=\"667\" tg-height=\"485\" width=\"100%\" height=\"auto\">Figure 4: PDD performance year-to-date.<blockquote>图 4：年初至今的 PDD 表现。</blockquote> China Renaissance analyst Nicky Ge&nbsp;forecasts&nbsp;$150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:<blockquote>华兴资本分析师 Nicky Ge 预测股价为 150 美元，并将 PDD 近期股价疲软的部分原因归因于市场对 2021 年商品总价值增长的预期。分析师还补充了以下评论：</blockquote> “Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.” Two months ago, Benchmark analyst Fawne Jiang&nbsp;lowered&nbsp;his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.<blockquote>“鉴于中国互联网零售市场在 21 年上半年的复苏乏力，我们预测 PDD 在 21 年第二季度和 2021 年第二季度的总商品价值将分别实现 43% 和 40% 的同比增长，而 2020 年的同比增长为 66%。”两个月前，Benchmark 分析师 Fawne Jiang 将 PDD 目标价从 176 美元下调至 156 美元。第二季度业绩喜忧参半，其头条新闻是 “尽管收入下降主要是由于 1 便士的销售额波动，但盈利却大幅增长”，这是罪魁祸首。然而，分析师越来越看好该公司的长期盈利潜力，并认为投资下一个可持续护城河对于长期增长具有重要的战略意义。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/wall-street-says-buy-these-3-nasdaq-stocks-on-the-dip\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","PTON":"Peloton Interactive, Inc.","VRTX":"福泰制药","QQQ":"纳指100ETF"},"source_url":"https://www.thestreet.com/memestocks/other-memes/wall-street-says-buy-these-3-nasdaq-stocks-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104360269","content_text":"Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?\nThe Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.\nFigure 1: Nasdaq Invesco QQQ performance in the past 5 years.\nIn its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.\n#3 Vertex Pharmaceuticals - $VRTX\nThe $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. VRTX stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.\nFigure 2: VRTX performance year-to-date.\nBearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.\nOn the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.\n#2 Peloton Interactive - $PTON\nThe company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.PTON stock has been down 41% year-to-date and is currently priced at $86 at last check.\nFigure 3: PTON performance year-to-date.\nDespite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.\nThe bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.\n\n\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"\n\nOn the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.\nLastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.\n#1 Pinduoduo Inc. - $PDD\nThis Shanghai-based e-commerce operator PDD saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.\nFigure 4: PDD performance year-to-date.\nChina Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:\n\n“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”\n\nTwo months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.","news_type":1,"symbols_score_info":{"VRTX":0.9,"PDD":0.9,"PTON":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":3605,"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":22,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/822632227"}