Atsc89
2021-10-08
Like
Undervalued Corsair Gaming: a Meme Stock That Isn't One?<blockquote>被低估的海盗船游戏:一只不是的模因股票?</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
2
5
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":823545765,"tweetId":"823545765","gmtCreate":1633651576864,"gmtModify":1633651577190,"author":{"id":3562791266647459,"idStr":"3562791266647459","authorId":3562791266647459,"authorIdStr":"3562791266647459","name":"Atsc89","avatar":"https://static.tigerbbs.com/9ec47b1c36e59ba1ef8caac8ab619319","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/823545765","repostId":1142831373,"repostType":4,"repost":{"id":"1142831373","kind":"news","pubTimestamp":1633650912,"share":"https://www.laohu8.com/m/news/1142831373?lang=zh_CN&edition=full","pubTime":"2021-10-08 07:55","market":"us","language":"en","title":"Undervalued Corsair Gaming: a Meme Stock That Isn't One?<blockquote>被低估的海盗船游戏:一只不是的模因股票?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142831373","media":"TheStreet","summary":"According to Wall Street, Corsair Gaming stock is far from its fair value and investors should expec","content":"<p>According to Wall Street, Corsair Gaming stock is far from its fair value and investors should expect gains ahead. Wall Street Memes discusses the opportunity.</p><p><blockquote>据华尔街称,海盗船博彩公司的股票远未达到其公允价值,投资者应该预计未来会上涨。华尔街迷因讨论了这个机会。</blockquote></p><p> Corsair Gaming stock shares one key feature with the likes of AMC and GameStop: they have been very popular on the main discussion boards lately. However, business fundamentals and recent price action suggest that CRSR does not quite deserve the label “meme stock”.</p><p><blockquote>Corsair Gaming股票与AMC和游戏驿站等公司有一个共同的关键特征:它们最近在主要讨论板上非常受欢迎。然而,商业基本面和最近的价格走势表明,CRSR并不完全配得上“模因股票”的标签。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4524f69dcb99f2a1c856c0c42af1061\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Corsair gaming PC.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:海盗船游戏电脑。</span></p></blockquote></p><p> CRSR probably draws the attention of the Reddit crowd due to its very high short interest of 37% of the float, along with cheap valuations. Partly for these reasons, Wall Street analysts have been calling for significant upside potential in Corsair stock, as we detail below.</p><p><blockquote>CRSR可能会引起Reddit人群的注意,因为它的空头利息非常高,占流通量的37%,而且估值低廉。部分出于这些原因,华尔街分析师一直呼吁海盗船股票具有巨大的上涨潜力,我们将在下面详细介绍。</blockquote></p><p> <b>Bullishness despite earnings miss</b></p><p><blockquote><b>尽管盈利未达预期,但仍保持乐观</b></blockquote></p><p> Based on four reports in the last 2 months, Corsair stock has a consensus share price target of $39, which implies 52% upside from current levels. Three out of four analysts rate the stock a buy, while one of them holds a neutral stance.</p><p><blockquote>根据过去两个月的四份报告,Corsair股票的一致股价目标为39美元,这意味着较当前水平上涨52%。四分之三的分析师将该股评级为买入,其中一名分析师持中性立场。</blockquote></p><p> Despite advocating for 63% upside potential and a buy recommendation,<b>Barclays</b> analyst Mario Lu lowered his price target to $42 from $47 recently. The second quarter earnings miss weighed on his price projection, especially due to lack of guidance. However, he highlighted that Corsair gained share in the components category in Q2 and maintaining share in peripherals, while the entire industry faced increasing shipping costs.</p><p><blockquote>尽管主张63%的上涨潜力并给予买入建议,<b>巴克莱银行</b>分析师Mario Lu最近将目标价从47美元下调至42美元。第二季度盈利不佳影响了他的价格预测,特别是由于缺乏指导。然而,他强调,Corsair在第二季度获得了组件类别的份额,并保持了外围设备的份额,而整个行业面临着不断增加的运输成本。</blockquote></p><p> <b>Baird</b> analyst Colin Sebastian was another who lowered the firm's price target to $38 from $48. The analyst still recommends a buy based on longer-term prospects. The pros of investing, which include new product introductions and direct-to-consumer opportunities, outweigh the current supply chain bottlenecks and higher logistics and freight costs.</p><p><blockquote><b>贝尔德</b>分析师科林·塞巴斯蒂安(Colin Sebastian)是另一位将该公司目标价从48美元下调至38美元的人。基于长期前景,分析师仍建议买入。投资的好处包括新产品推出和直接面向消费者的机会,超过了当前的供应链瓶颈以及更高的物流和货运成本。</blockquote></p><p> The last bull on the radar is <b>Wedbush</b>’s Michael Pachter. The analyst pulled back on his very bullish $55 price target but maintained his buy recommendation, following Corsair second quarter earnings results miss. Still, the analyst sees upside potential of over 70%.</p><p><blockquote>雷达上的最后一头公牛是<b>韦德布什</b>迈克尔·帕切特。在Corsair第二季度盈利业绩未达预期后,该分析师下调了非常乐观的55美元目标价,但维持了买入建议。尽管如此,分析师仍认为上涨潜力超过70%。</blockquote></p><p> The skeptical one is <b>Credit Suisse’</b>s Matthew Cabral, who lowered his price target to $31 from $43 and also downgraded the stock from buy to neutral. Weighing on his decision were a revenue and EBITDA misses, while Gaming and Creator Peripherals sales growth decelerated. The analyst suggested that fading tailwinds from the stay-at-home days impacted Corsair’s demand.</p><p><blockquote>持怀疑态度的是<b>瑞士信贷</b>马修·卡布拉尔(Matthew Cabral)将目标价从43美元下调至31美元,并将该股评级从买入下调至中性。影响他决定的是收入和EBITDA未达预期,而游戏和创作者外设销售增长放缓。这位分析师表示,居家日的顺风减弱影响了海盗船的需求。</blockquote></p><p> <b>Wall Street Memes view</b></p><p><blockquote><b>华尔街模因视图</b></blockquote></p><p> Even with a slightly miss on second quarter results, Corsair Gaming remained a solid bet in the eyes of Wall Street experts. Trailing P/E of 14 times compares favorably to an average P/E of 25 times in the gaming industry. Considering solid growth opportunities – global gaming is expected to reach $257 billion by 2025 – Corsair’s earnings multiple does not look overly stretched.</p><p><blockquote>尽管第二季度业绩略有下滑,但在华尔街专家眼中,海盗船游戏仍然是一个可靠的赌注。14倍的追踪市盈率优于游戏行业25倍的平均市盈率。考虑到稳健的增长机会——全球博彩业预计到2025年将达到2570亿美元——Corsair的市盈率看起来并没有过度紧张。</blockquote></p><p> Lastly,short interest of 37% of the float seems too high for a decent company that is far from being in trouble. Due to CRSR being a short selling target, bulls could benefit not only from the strong business fundamentals, but also from a possible short squeeze ahead.</p><p><blockquote>最后,对于一家远未陷入困境的体面公司来说,37%的空头利息似乎太高了。由于CRSR是卖空目标,多头不仅可以受益于强劲的商业基本面,还可以受益于未来可能的轧空。</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>Undervalued Corsair Gaming: a Meme Stock That Isn't One?<blockquote>被低估的海盗船游戏:一只不是的模因股票?</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\">\nUndervalued Corsair Gaming: a Meme Stock That Isn't One?<blockquote>被低估的海盗船游戏:一只不是的模因股票?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-08 07:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to Wall Street, Corsair Gaming stock is far from its fair value and investors should expect gains ahead. Wall Street Memes discusses the opportunity.</p><p><blockquote>据华尔街称,海盗船博彩公司的股票远未达到其公允价值,投资者应该预计未来会上涨。华尔街迷因讨论了这个机会。</blockquote></p><p> Corsair Gaming stock shares one key feature with the likes of AMC and GameStop: they have been very popular on the main discussion boards lately. However, business fundamentals and recent price action suggest that CRSR does not quite deserve the label “meme stock”.</p><p><blockquote>Corsair Gaming股票与AMC和游戏驿站等公司有一个共同的关键特征:它们最近在主要讨论板上非常受欢迎。然而,商业基本面和最近的价格走势表明,CRSR并不完全配得上“模因股票”的标签。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4524f69dcb99f2a1c856c0c42af1061\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Corsair gaming PC.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:海盗船游戏电脑。</span></p></blockquote></p><p> CRSR probably draws the attention of the Reddit crowd due to its very high short interest of 37% of the float, along with cheap valuations. Partly for these reasons, Wall Street analysts have been calling for significant upside potential in Corsair stock, as we detail below.</p><p><blockquote>CRSR可能会引起Reddit人群的注意,因为它的空头利息非常高,占流通量的37%,而且估值低廉。部分出于这些原因,华尔街分析师一直呼吁海盗船股票具有巨大的上涨潜力,我们将在下面详细介绍。</blockquote></p><p> <b>Bullishness despite earnings miss</b></p><p><blockquote><b>尽管盈利未达预期,但仍保持乐观</b></blockquote></p><p> Based on four reports in the last 2 months, Corsair stock has a consensus share price target of $39, which implies 52% upside from current levels. Three out of four analysts rate the stock a buy, while one of them holds a neutral stance.</p><p><blockquote>根据过去两个月的四份报告,Corsair股票的一致股价目标为39美元,这意味着较当前水平上涨52%。四分之三的分析师将该股评级为买入,其中一名分析师持中性立场。</blockquote></p><p> Despite advocating for 63% upside potential and a buy recommendation,<b>Barclays</b> analyst Mario Lu lowered his price target to $42 from $47 recently. The second quarter earnings miss weighed on his price projection, especially due to lack of guidance. However, he highlighted that Corsair gained share in the components category in Q2 and maintaining share in peripherals, while the entire industry faced increasing shipping costs.</p><p><blockquote>尽管主张63%的上涨潜力并给予买入建议,<b>巴克莱银行</b>分析师Mario Lu最近将目标价从47美元下调至42美元。第二季度盈利不佳影响了他的价格预测,特别是由于缺乏指导。然而,他强调,Corsair在第二季度获得了组件类别的份额,并保持了外围设备的份额,而整个行业面临着不断增加的运输成本。</blockquote></p><p> <b>Baird</b> analyst Colin Sebastian was another who lowered the firm's price target to $38 from $48. The analyst still recommends a buy based on longer-term prospects. The pros of investing, which include new product introductions and direct-to-consumer opportunities, outweigh the current supply chain bottlenecks and higher logistics and freight costs.</p><p><blockquote><b>贝尔德</b>分析师科林·塞巴斯蒂安(Colin Sebastian)是另一位将该公司目标价从48美元下调至38美元的人。基于长期前景,分析师仍建议买入。投资的好处包括新产品推出和直接面向消费者的机会,超过了当前的供应链瓶颈以及更高的物流和货运成本。</blockquote></p><p> The last bull on the radar is <b>Wedbush</b>’s Michael Pachter. The analyst pulled back on his very bullish $55 price target but maintained his buy recommendation, following Corsair second quarter earnings results miss. Still, the analyst sees upside potential of over 70%.</p><p><blockquote>雷达上的最后一头公牛是<b>韦德布什</b>迈克尔·帕切特。在Corsair第二季度盈利业绩未达预期后,该分析师下调了非常乐观的55美元目标价,但维持了买入建议。尽管如此,分析师仍认为上涨潜力超过70%。</blockquote></p><p> The skeptical one is <b>Credit Suisse’</b>s Matthew Cabral, who lowered his price target to $31 from $43 and also downgraded the stock from buy to neutral. Weighing on his decision were a revenue and EBITDA misses, while Gaming and Creator Peripherals sales growth decelerated. The analyst suggested that fading tailwinds from the stay-at-home days impacted Corsair’s demand.</p><p><blockquote>持怀疑态度的是<b>瑞士信贷</b>马修·卡布拉尔(Matthew Cabral)将目标价从43美元下调至31美元,并将该股评级从买入下调至中性。影响他决定的是收入和EBITDA未达预期,而游戏和创作者外设销售增长放缓。这位分析师表示,居家日的顺风减弱影响了海盗船的需求。</blockquote></p><p> <b>Wall Street Memes view</b></p><p><blockquote><b>华尔街模因视图</b></blockquote></p><p> Even with a slightly miss on second quarter results, Corsair Gaming remained a solid bet in the eyes of Wall Street experts. Trailing P/E of 14 times compares favorably to an average P/E of 25 times in the gaming industry. Considering solid growth opportunities – global gaming is expected to reach $257 billion by 2025 – Corsair’s earnings multiple does not look overly stretched.</p><p><blockquote>尽管第二季度业绩略有下滑,但在华尔街专家眼中,海盗船游戏仍然是一个可靠的赌注。14倍的追踪市盈率优于游戏行业25倍的平均市盈率。考虑到稳健的增长机会——全球博彩业预计到2025年将达到2570亿美元——Corsair的市盈率看起来并没有过度紧张。</blockquote></p><p> Lastly,short interest of 37% of the float seems too high for a decent company that is far from being in trouble. Due to CRSR being a short selling target, bulls could benefit not only from the strong business fundamentals, but also from a possible short squeeze ahead.</p><p><blockquote>最后,对于一家远未陷入困境的体面公司来说,37%的空头利息似乎太高了。由于CRSR是卖空目标,多头不仅可以受益于强劲的商业基本面,还可以受益于未来可能的轧空。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/memestocks/other-memes/corsair-stock-has-50-upside-says-wall-street\">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":{"CRSR":"Corsair Gaming, Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/corsair-stock-has-50-upside-says-wall-street","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142831373","content_text":"According to Wall Street, Corsair Gaming stock is far from its fair value and investors should expect gains ahead. Wall Street Memes discusses the opportunity.\nCorsair Gaming stock shares one key feature with the likes of AMC and GameStop: they have been very popular on the main discussion boards lately. However, business fundamentals and recent price action suggest that CRSR does not quite deserve the label “meme stock”.\nFigure 1: Corsair gaming PC.\nCRSR probably draws the attention of the Reddit crowd due to its very high short interest of 37% of the float, along with cheap valuations. Partly for these reasons, Wall Street analysts have been calling for significant upside potential in Corsair stock, as we detail below.\nBullishness despite earnings miss\nBased on four reports in the last 2 months, Corsair stock has a consensus share price target of $39, which implies 52% upside from current levels. Three out of four analysts rate the stock a buy, while one of them holds a neutral stance.\nDespite advocating for 63% upside potential and a buy recommendation,Barclays analyst Mario Lu lowered his price target to $42 from $47 recently. The second quarter earnings miss weighed on his price projection, especially due to lack of guidance. However, he highlighted that Corsair gained share in the components category in Q2 and maintaining share in peripherals, while the entire industry faced increasing shipping costs.\nBaird analyst Colin Sebastian was another who lowered the firm's price target to $38 from $48. The analyst still recommends a buy based on longer-term prospects. The pros of investing, which include new product introductions and direct-to-consumer opportunities, outweigh the current supply chain bottlenecks and higher logistics and freight costs.\nThe last bull on the radar is Wedbush’s Michael Pachter. The analyst pulled back on his very bullish $55 price target but maintained his buy recommendation, following Corsair second quarter earnings results miss. Still, the analyst sees upside potential of over 70%.\nThe skeptical one is Credit Suisse’s Matthew Cabral, who lowered his price target to $31 from $43 and also downgraded the stock from buy to neutral. Weighing on his decision were a revenue and EBITDA misses, while Gaming and Creator Peripherals sales growth decelerated. The analyst suggested that fading tailwinds from the stay-at-home days impacted Corsair’s demand.\nWall Street Memes view\nEven with a slightly miss on second quarter results, Corsair Gaming remained a solid bet in the eyes of Wall Street experts. Trailing P/E of 14 times compares favorably to an average P/E of 25 times in the gaming industry. Considering solid growth opportunities – global gaming is expected to reach $257 billion by 2025 – Corsair’s earnings multiple does not look overly stretched.\nLastly,short interest of 37% of the float seems too high for a decent company that is far from being in trouble. Due to CRSR being a short selling target, bulls could benefit not only from the strong business fundamentals, but also from a possible short squeeze ahead.","news_type":1,"symbols_score_info":{"CRSR":0.9}},"isVote":1,"tweetType":1,"viewCount":2656,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/823545765"}
精彩评论