fatfrog
2021-10-04
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Top Wall Street analysts picks these 5 stocks for the fourth quarter<blockquote>华尔街顶级分析师为第四季度挑选这 5 只股票</blockquote>
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The state of capital markets remains a tangled world of information for even savvy investors, but by using TipRanks’ unique tools, one can gain a clearer perspective on what the professionals are saying.</p><p><blockquote>TipRanks 是一家金融数据聚合器，它像雷达一样使用其动态系统，捕捉华尔街分析师对当前市场氛围的看法。即使对于精明的投资者来说，资本市场的现状仍然是一个错综复杂的信息世界，但通过使用 TipRanks 的独特工具，人们可以更清楚地了解专业人士在说什么。</blockquote></p><p> Let’s take a look at what their hypotheses are on these five stocks.</p><p><blockquote>让我们来看看他们对这五只股票的假设。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/NKE\">耐克</a> </b></p><p><blockquote><b><a href=\"https://laohu8.com/S/NKE\">耐克</a></b></blockquote></p><p> If viewed correctly, short-term concerns have the potential to be transformed into long-term gains.</p><p><blockquote>如果正确看待，短期担忧有可能转化为长期收益。</blockquote></p><p> Nike(<b>NKE</b>) recently reported earnings, and while it showed increases in demand and strong underlying business fundamentals, the firm did admit to struggling with persisting supply chain issues. Sam Poser of Williams Trading, however, sees this as the time to open a bullish position. (SeeNike stock chartson TipRanks)</p><p><blockquote>耐克（<b>恩克</b>）最近公布了收益，虽然显示需求增加和强劲的潜在业务基本面，但该公司确实承认正在与持续存在的供应链问题作斗争。然而，Williams Trading 的 Sam Poser 认为现在是开立看涨头寸的时候了。（SeeNike stock chartson TipRanks）</blockquote></p><p> Poser rated the stock a Buy, and declared a price target of $196.</p><p><blockquote>Poser 将该股评级为买入，并宣布目标价为 196 美元。</blockquote></p><p> The five-star analyst asserted that despite the supply chain challenges, “the global health of the Nike brand has never been better.” He perceives the headwinds to be of short-lived concern for investors and the company, and expects Nike to outperform its peers in both the near and distant future.</p><p><blockquote>这位五星级分析师断言，尽管面临供应链挑战，“耐克品牌的全球健康状况从未如此之好”。他认为逆风对投资者和公司来说是短暂的，并预计耐克在不久的将来和遥远的将来都将跑赢同行。</blockquote></p><p> In its earnings call, Nike lowered its guidance expectations, but Poser calculates that the apparel retailer is on track to meet 2025 targets.</p><p><blockquote>在财报看涨期权中，耐克降低了指引预期，但 Poser 计算出这家服装零售商有望实现 2025 年的目标。</blockquote></p><p> The Covid-19 pandemic had initially dragged down brick and mortar store sales, but this metric has nearly rebounded to the status it held before the government-mandated lockdowns. In North America, in-store sales increased more than 50% quarter-over-quarter, indicating a “robust demand” for Nike merchandise.</p><p><blockquote>Covid-19 大流行最初拖累了实体店的销售额，但这一指标几乎已经反弹到政府强制封锁之前的水平。在北美，店内销售额环比增长超过 50%，表明对耐克商品的 “需求强劲”。</blockquote></p><p> In a pool of over 7,000 expert analysts, Poser is rated by TipRanks as No. 249. His stock ratings have earned him a success rate of 55%, and brought him an average return of 24.8%.</p><p><blockquote>在超过 7,000 名专家分析师中，Poser 被 TipRanks 评为第 249 位。他的股票评级为他赢得了55%的成功率，并为他带来了24.8%的平均回报率。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/OTMO\">Otonomo Technologies Ltd</a> </b></p><p><blockquote><b><a href=\"https://laohu8.com/S/OTMO\">自主科技有限公司</a></b></blockquote></p><p> For SaaS companies, big data is the name of the game.</p><p><blockquote>对于SaaS公司来说，大数据就是游戏的名字。</blockquote></p><p> The power of processing billions of data points from millions of vehicles on the road has provided Otonomo Technologies (<b>OTMO</b>) with a promising business model. The data analytics firm recently went public, and analysts now see even more upside and opportunity for monetization of its product offerings. (SeeOtonomo stock analysison TipRanks)</p><p><blockquote>处理来自道路上数百万辆车的数十亿个数据点的能力提供了自主技术（<b>奥特莫</b>）具有有前途的商业模式。这家数据分析公司最近上市，分析师现在看到了其产品货币化的更多优势和机会。（参见自主股票分析提示排名）</blockquote></p><p> One of those bullish analysts is Jack Andrews of Needham & Co., who wrote thatOtonomooperates a “linchpin technology” that unlocks revenue for original equipment manufacturer and connected car investments.” From his calculations, the stock provides a “favorable risk/reward setup with material upside,” if it is successful in capturing its full potential.</p><p><blockquote>Needham & Co. 的杰克-安德鲁斯（Jack Andrews）就是这些看涨分析师之一，他写道，Totonomo 运营着一项 “关键技术”，可以为原始设备制造商和联网汽车投资带来收入。根据他的计算，如果该股能够成功发挥其全部潜力，它将提供 “有利的风险/回报设置，并具有重大上涨空间”。</blockquote></p><p> Andrews initiated a Buy rating on the stock, and determined a 12-month price target of $10 per share.</p><p><blockquote>安德鲁斯对该股给予买入评级，并将 12 个月目标价定为每股 10 美元。</blockquote></p><p> The top analyst explained that the company has created a bridge between two promising sectors: automotive data and its analytics. As connected car prevalence increases, so do the number of possible applications for the data they generate. He noted that beyond major car manufacturers, new revenue opportunities could arise from insurance companies and concierge platforms incorporating OTMO’s data.</p><p><blockquote>这位顶级分析师解释说，该公司已经在两个有前途的领域之间架起了一座桥梁：汽车数据及其分析。随着联网汽车普及率的增加，它们生成的数据的可能应用数量也在增加。他指出，除了大型汽车制造商，保险公司和包含 OTMO 数据的礼宾平台也可能带来新的收入机会。</blockquote></p><p> In addition to enterprise players, Otonomo provides intelligence for municipal governments about how to design safer and more efficient urban plans.</p><p><blockquote>除了企业参与者，Otonomo还为市政府提供如何设计更安全、更高效的城市规划的情报。</blockquote></p><p> One concern for the firm is a potential regulatory shift toward consumer privacy of the information shared by the vehicles, which would disrupt OTMO’s standards of data.</p><p><blockquote>该公司担心的一个问题是，监管机构可能会转向保护车辆共享信息的消费者隐私，这将扰乱 OTMO 的数据标准。</blockquote></p><p> Out of more than 7,000 analysts on TipRanks, Andrews ranks as No.158. Of his ratings, he succeeded 63% of the time, and returned an average of 25.3% on each one.</p><p><blockquote>在 TipRanks 的 7,000 多名分析师中，安德鲁斯排名第 158 位。在他的收视率中，他有63%的时间成功，平均每次收视率为25.3%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/VAC\">Marriott Vacations Worldwide</a> </b></p><p><blockquote><b><a href=\"https://laohu8.com/S/VAC\">万豪度假全球</a></b></blockquote></p><p> The Covid-19 pandemic has proved a formidable foe for the travel and leisure industry. After repeated government mandated shutdowns, the delta variant arrived late spring and caused more disruption. Marriot Vacations Worldwide (<b>VAC</b>) survived the storm, and is remaining relevant even in the current dynamic climate.</p><p><blockquote>事实证明，新冠肺炎疫情是旅游和休闲行业的可怕敌人。在政府多次强制关闭后，德尔塔变异毒株在晚春到来，造成了更多的破坏。万豪度假全球（<b>真空</b>)在风暴中幸存下来，即使在当前动态气候下仍然具有相关性。</blockquote></p><p> David Katz of Jefferies asserted that the company is poised for upside, and is one of his top stock picks for the leisure industry. (SeeMarriot Vacations insider trading activityon TipRanks)</p><p><blockquote>杰富瑞 (Jefferies) 的大卫·卡茨 (David Katz) 断言，该公司已做好上涨的准备，并且是他对休闲行业的首选股票之一。（参见万豪度假内幕交易活动提示排名）</blockquote></p><p> Katz rated the stock a Buy, and assigned a 12-month price target of $190.</p><p><blockquote>卡茨将该股评级为买入，并将 12 个月目标价定为 190 美元。</blockquote></p><p> This bullish target takes into account headwinds from Covid-19, as well as ongoing wildfires across the western U.S. He expects the built-up consumer demand for vacations and timeshares to lead the company toward recovering from its pandemic-induced losses.</p><p><blockquote>这一看涨目标考虑到了 Covid-19 的不利因素以及美国西部持续发生的野火。他预计，消费者对假期和分时度假的不断增长的需求将引导该公司从大流行造成的损失中恢复过来。</blockquote></p><p></p><p> While the entire industry is set to experience this strong demand, Katz believes thatVAC’s links to Marriot International (<b>MAR</b>) and its brand awareness set it apart from the competition. Additionally, this connection gives VAC “access to the largest loyalty program in hospitality,” providing the firm with a massive installed base.</p><p><blockquote>虽然整个行业都将经历这种强劲的需求，但卡茨认为，Vac 与万豪国际酒店的联系（<b>海</b>）及其品牌知名度使其在竞争中脱颖而出。此外，这种联系还能让 VAC “接触到酒店业最大的忠诚度计划”，为公司提供了庞大的安装基础。</blockquote></p><p> On TipRanks, Katz comes in at No. 418 out of more than 7,000 financial analysts. From his ratings, he was successful 62% of the time, and brought in an average return of 21% per rating.</p><p><blockquote>在 TipRanks 上，卡茨在 7,000 多名金融分析师中排名第 418 位。从他的评级来看，他有62%的时间是成功的，每个评级的平均回报率为21%。</blockquote></p><p> <b>Dell Technologies<a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> </b></p><p><blockquote><b>戴尔科技<a href=\"https://laohu8.com/S/DELL\">$(戴尔)$</a></b></blockquote></p><p> Dell Technologies(<b>DELL</b>) recently held its pivotal investor day, and laid out a clear roadmap to increasing free cash flow, market share, and general direction for the company in the long-term. Share repurchasing schemes, a focus on premium consumer products, and potential upside in infrastructure projects, all point the multinational tech firm toward an eventual higher valuation.</p><p><blockquote>戴尔科技（<b>戴尔</b>）最近举行了关键投资者日，并制定了明确的路线图，以增加公司的自由现金流、市场份额和长期总体方向。股票回购计划、对高端消费品的关注以及基础设施项目的潜在上涨空间，都指向这家跨国科技公司最终的估值更高。</blockquote></p><p> Amit Daryanani of Evercore ISI reported on the conference, bullishly reiterating a Buy rating and a 12-month $114 price target.</p><p><blockquote>Evercore ISI 的 Amit Daryanani 在会议上进行了报道，乐观地重申了买入评级和 12 个月 114 美元的目标价。</blockquote></p><p> Daryanani explained that Dell announced a share repurchase program worth $5 billion in stock, as well as a quarterly dividend. In an effort to increase free cash flow, the tech company will keep its investments in mergers and acquisitions at a less significant profile. The analyst said that the conference sentiment was on-par to above his expectations. (SeeDell Technologies risk factorson TipRanks)</p><p><blockquote>Daryanani解释说，戴尔宣布了一项价值50亿美元股票的股票回购计划，以及季度股息。为了增加自由现金流，这家科技公司将把并购投资保持在较低的水平。这位分析师表示，会议情绪符合他的预期。（SeeDell Technologies 风险因素 TipRanks）</blockquote></p><p> Dell’s infrastructure and cloud-based storage facing businesses could see “substantial opportunity” in the long-term, such as in remote access solutions and telecommunications software. The Covid-19 pandemic and the work-from-home shift bolstered trends toward PCs and gaming hardware. Dell understands this and intends to focus on more premium products for everyday consumers.</p><p><blockquote>从长远来看，面向戴尔基础设施和云存储的企业可能会看到 “巨大的机遇”，例如在远程访问解决方案和电信软件方面。新冠肺炎疫情和在家工作的转变推动了个人电脑和游戏硬件的趋势。戴尔明白这一点，并打算专注于面向日常消费者的更多优质产品。</blockquote></p><p> Ranking No. 355 out of over 7,000 analysts on TipRanks, Daryanani maintains a 63% success rate on his ratings. His stock picks currently average out to a 16.6% return.</p><p><blockquote>Daryanani在TipRanks的7000多名分析师中排名第355位，他的评级成功率为63%。他选择的股票目前的平均回报率为 16.6%。</blockquote></p><p> <b>Activision Blizzard</b><b><a href=\"https://laohu8.com/S/ATVI\">$(ATVI)$</a> </b></p><p><blockquote><b>动视暴雪</b><b><a href=\"https://laohu8.com/S/ATVI\">$(ATVI)$</a></b></blockquote></p><p> While individuals were under pandemic-induced lockdowns, many people picked up playing video games as a way to pass the time. The companies that produce these game franchises benefitted from the trend, andActivision Blizzard(<b>ATVI</b>) was no outlier. Now, the firm has a “wave of content” headed to consumers’ consoles, and analysts are bullish on the strong pipeline.</p><p><blockquote>当个人处于疫情引发的封锁状态时，许多人开始玩电子游戏作为打发时间的一种方式。制作这些游戏系列的公司受益于这一趋势，动视暴雪（<b>阿特维</b>）不是异常值。现在，该公司迎来了一波面向消费者游戏机的 “内容浪潮 ”，分析师们看好这一强大的产品线。</blockquote></p><p> Andrew Uerkwitz of Jefferies delineated his bullish hypothesis on the stock, stating that Activision has an “underappreciated portfolio of high-quality content in the fastest growing segment in entertainment.”</p><p><blockquote>Jefferies 的 Andrew Uerkwitz 阐述了他对该股的看涨假设，称动视暴雪 “在增长最快的娱乐领域拥有被低估的高质量内容组合”。</blockquote></p><p> Uerkwitz declared the stock a Buy, and assigned a 12-month price target of $120 per share.</p><p><blockquote>Uerkwitz 宣布该股买入，并将 12 个月目标价定为每股 120 美元。</blockquote></p><p> After running several possible scenarios regarding release dates and consumer reception for its upcoming titles, the five-star analyst still finds it hard to imagine further downside, even in bearish cases. Uerkwitz calculated a situation wherein a particular title underperformed, and Activision Blizzard still exceeded estimates for FY2021 earnings per share. (SeeActivision Blizzard’s earnings historyon TipRanks)</p><p><blockquote>在对即将推出的游戏的发行日期和消费者接受度进行了几种可能的情况后，这位五星级分析师仍然发现很难想象进一步的负面影响，即使是在看跌的情况下。Uerkwitz 计算了一种情况，其中特定游戏表现不佳，而动视暴雪 2021 财年每股收益仍超过预期。（请参阅动视暴雪的盈利历史和提示排名）</blockquote></p><p> The company maintains strong gross margins, which are providing it with significant operating leverage. Elaborating on Activision’s options, Uerkwitz added that it has tools for growth, such as share buyback schemes and investments in content, and can explore inorganic expansion through mergers and acquisitions.</p><p><blockquote>该公司保持强劲的毛利率，这为其提供了显着的运营杠杆。在阐述动视的选择时，Uerkwitz 补充说，动视拥有增长工具，如股票回购计划和内容投资，并可以通过并购探索无机扩张。</blockquote></p><p> Activision recently came to a settlement with the Equal Employment Opportunity Commission regarding a sexual harassment case. In his opinion, Uerkwitz sees the $18 million deal with the U.S. federal agency as a speed bump in an otherwise smooth year. The settlement removes concerns over worse regulatory penalties, although a less-than-stellar work environment could prove as downside if talent is to be driven away.</p><p><blockquote>动视最近就一起性骚扰案件与平等就业机会委员会达成和解。在他看来，Uerkwitz 认为与美国联邦机构达成的 1800 万美元协议是平稳的一年中的一个减速带。该和解消除了对更严重监管处罚的担忧，尽管如果要赶走人才，不太理想的工作环境可能会被证明是不利的。</blockquote></p><p> On TipRanks, Uerkwitz maintains a rank of No. 122 out of over 7,000 expert analysts. His success rate stands at 62%, and per rating he averages a return of 27.7%.</p><p><blockquote>在TipRanks上，Uerkwitz在7000多名专家分析师中排名第122位。他的成功率为62%，每次评级他的平均回报率为27.7%。</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>Top Wall Street analysts picks these 5 stocks for the fourth quarter<blockquote>华尔街顶级分析师为第四季度挑选这 5 只股票</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\">\nTop Wall Street analysts picks these 5 stocks for the fourth quarter<blockquote>华尔街顶级分析师为第四季度挑选这 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-04 07:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TipRanks is a financial data aggregator that uses its dynamic system like a radar, picking up what Wall Street’s analysts have to say about the current market atmosphere. The state of capital markets remains a tangled world of information for even savvy investors, but by using TipRanks’ unique tools, one can gain a clearer perspective on what the professionals are saying.</p><p><blockquote>TipRanks 是一家金融数据聚合器，它像雷达一样使用其动态系统，捕捉华尔街分析师对当前市场氛围的看法。即使对于精明的投资者来说，资本市场的现状仍然是一个错综复杂的信息世界，但通过使用 TipRanks 的独特工具，人们可以更清楚地了解专业人士在说什么。</blockquote></p><p> Let’s take a look at what their hypotheses are on these five stocks.</p><p><blockquote>让我们来看看他们对这五只股票的假设。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/NKE\">耐克</a> </b></p><p><blockquote><b><a href=\"https://laohu8.com/S/NKE\">耐克</a></b></blockquote></p><p> If viewed correctly, short-term concerns have the potential to be transformed into long-term gains.</p><p><blockquote>如果正确看待，短期担忧有可能转化为长期收益。</blockquote></p><p> Nike(<b>NKE</b>) recently reported earnings, and while it showed increases in demand and strong underlying business fundamentals, the firm did admit to struggling with persisting supply chain issues. Sam Poser of Williams Trading, however, sees this as the time to open a bullish position. (SeeNike stock chartson TipRanks)</p><p><blockquote>耐克（<b>恩克</b>）最近公布了收益，虽然显示需求增加和强劲的潜在业务基本面，但该公司确实承认正在与持续存在的供应链问题作斗争。然而，Williams Trading 的 Sam Poser 认为现在是开立看涨头寸的时候了。（SeeNike stock chartson TipRanks）</blockquote></p><p> Poser rated the stock a Buy, and declared a price target of $196.</p><p><blockquote>Poser 将该股评级为买入，并宣布目标价为 196 美元。</blockquote></p><p> The five-star analyst asserted that despite the supply chain challenges, “the global health of the Nike brand has never been better.” He perceives the headwinds to be of short-lived concern for investors and the company, and expects Nike to outperform its peers in both the near and distant future.</p><p><blockquote>这位五星级分析师断言，尽管面临供应链挑战，“耐克品牌的全球健康状况从未如此之好”。他认为逆风对投资者和公司来说是短暂的，并预计耐克在不久的将来和遥远的将来都将跑赢同行。</blockquote></p><p> In its earnings call, Nike lowered its guidance expectations, but Poser calculates that the apparel retailer is on track to meet 2025 targets.</p><p><blockquote>在财报看涨期权中，耐克降低了指引预期，但 Poser 计算出这家服装零售商有望实现 2025 年的目标。</blockquote></p><p> The Covid-19 pandemic had initially dragged down brick and mortar store sales, but this metric has nearly rebounded to the status it held before the government-mandated lockdowns. In North America, in-store sales increased more than 50% quarter-over-quarter, indicating a “robust demand” for Nike merchandise.</p><p><blockquote>Covid-19 大流行最初拖累了实体店的销售额，但这一指标几乎已经反弹到政府强制封锁之前的水平。在北美，店内销售额环比增长超过 50%，表明对耐克商品的 “需求强劲”。</blockquote></p><p> In a pool of over 7,000 expert analysts, Poser is rated by TipRanks as No. 249. His stock ratings have earned him a success rate of 55%, and brought him an average return of 24.8%.</p><p><blockquote>在超过 7,000 名专家分析师中，Poser 被 TipRanks 评为第 249 位。他的股票评级为他赢得了55%的成功率，并为他带来了24.8%的平均回报率。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/OTMO\">Otonomo Technologies Ltd</a> </b></p><p><blockquote><b><a href=\"https://laohu8.com/S/OTMO\">自主科技有限公司</a></b></blockquote></p><p> For SaaS companies, big data is the name of the game.</p><p><blockquote>对于SaaS公司来说，大数据就是游戏的名字。</blockquote></p><p> The power of processing billions of data points from millions of vehicles on the road has provided Otonomo Technologies (<b>OTMO</b>) with a promising business model. The data analytics firm recently went public, and analysts now see even more upside and opportunity for monetization of its product offerings. (SeeOtonomo stock analysison TipRanks)</p><p><blockquote>处理来自道路上数百万辆车的数十亿个数据点的能力提供了自主技术（<b>奥特莫</b>）具有有前途的商业模式。这家数据分析公司最近上市，分析师现在看到了其产品货币化的更多优势和机会。（参见自主股票分析提示排名）</blockquote></p><p> One of those bullish analysts is Jack Andrews of Needham & Co., who wrote thatOtonomooperates a “linchpin technology” that unlocks revenue for original equipment manufacturer and connected car investments.” From his calculations, the stock provides a “favorable risk/reward setup with material upside,” if it is successful in capturing its full potential.</p><p><blockquote>Needham & Co. 的杰克-安德鲁斯（Jack Andrews）就是这些看涨分析师之一，他写道，Totonomo 运营着一项 “关键技术”，可以为原始设备制造商和联网汽车投资带来收入。根据他的计算，如果该股能够成功发挥其全部潜力，它将提供 “有利的风险/回报设置，并具有重大上涨空间”。</blockquote></p><p> Andrews initiated a Buy rating on the stock, and determined a 12-month price target of $10 per share.</p><p><blockquote>安德鲁斯对该股给予买入评级，并将 12 个月目标价定为每股 10 美元。</blockquote></p><p> The top analyst explained that the company has created a bridge between two promising sectors: automotive data and its analytics. As connected car prevalence increases, so do the number of possible applications for the data they generate. He noted that beyond major car manufacturers, new revenue opportunities could arise from insurance companies and concierge platforms incorporating OTMO’s data.</p><p><blockquote>这位顶级分析师解释说，该公司已经在两个有前途的领域之间架起了一座桥梁：汽车数据及其分析。随着联网汽车普及率的增加，它们生成的数据的可能应用数量也在增加。他指出，除了大型汽车制造商，保险公司和包含 OTMO 数据的礼宾平台也可能带来新的收入机会。</blockquote></p><p> In addition to enterprise players, Otonomo provides intelligence for municipal governments about how to design safer and more efficient urban plans.</p><p><blockquote>除了企业参与者，Otonomo还为市政府提供如何设计更安全、更高效的城市规划的情报。</blockquote></p><p> One concern for the firm is a potential regulatory shift toward consumer privacy of the information shared by the vehicles, which would disrupt OTMO’s standards of data.</p><p><blockquote>该公司担心的一个问题是，监管机构可能会转向保护车辆共享信息的消费者隐私，这将扰乱 OTMO 的数据标准。</blockquote></p><p> Out of more than 7,000 analysts on TipRanks, Andrews ranks as No.158. Of his ratings, he succeeded 63% of the time, and returned an average of 25.3% on each one.</p><p><blockquote>在 TipRanks 的 7,000 多名分析师中，安德鲁斯排名第 158 位。在他的收视率中，他有63%的时间成功，平均每次收视率为25.3%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/VAC\">Marriott Vacations Worldwide</a> </b></p><p><blockquote><b><a href=\"https://laohu8.com/S/VAC\">万豪度假全球</a></b></blockquote></p><p> The Covid-19 pandemic has proved a formidable foe for the travel and leisure industry. After repeated government mandated shutdowns, the delta variant arrived late spring and caused more disruption. Marriot Vacations Worldwide (<b>VAC</b>) survived the storm, and is remaining relevant even in the current dynamic climate.</p><p><blockquote>事实证明，新冠肺炎疫情是旅游和休闲行业的可怕敌人。在政府多次强制关闭后，德尔塔变异毒株在晚春到来，造成了更多的破坏。万豪度假全球（<b>真空</b>)在风暴中幸存下来，即使在当前动态气候下仍然具有相关性。</blockquote></p><p> David Katz of Jefferies asserted that the company is poised for upside, and is one of his top stock picks for the leisure industry. (SeeMarriot Vacations insider trading activityon TipRanks)</p><p><blockquote>杰富瑞 (Jefferies) 的大卫·卡茨 (David Katz) 断言，该公司已做好上涨的准备，并且是他对休闲行业的首选股票之一。（参见万豪度假内幕交易活动提示排名）</blockquote></p><p> Katz rated the stock a Buy, and assigned a 12-month price target of $190.</p><p><blockquote>卡茨将该股评级为买入，并将 12 个月目标价定为 190 美元。</blockquote></p><p> This bullish target takes into account headwinds from Covid-19, as well as ongoing wildfires across the western U.S. He expects the built-up consumer demand for vacations and timeshares to lead the company toward recovering from its pandemic-induced losses.</p><p><blockquote>这一看涨目标考虑到了 Covid-19 的不利因素以及美国西部持续发生的野火。他预计，消费者对假期和分时度假的不断增长的需求将引导该公司从大流行造成的损失中恢复过来。</blockquote></p><p></p><p> While the entire industry is set to experience this strong demand, Katz believes thatVAC’s links to Marriot International (<b>MAR</b>) and its brand awareness set it apart from the competition. Additionally, this connection gives VAC “access to the largest loyalty program in hospitality,” providing the firm with a massive installed base.</p><p><blockquote>虽然整个行业都将经历这种强劲的需求，但卡茨认为，Vac 与万豪国际酒店的联系（<b>海</b>）及其品牌知名度使其在竞争中脱颖而出。此外，这种联系还能让 VAC “接触到酒店业最大的忠诚度计划”，为公司提供了庞大的安装基础。</blockquote></p><p> On TipRanks, Katz comes in at No. 418 out of more than 7,000 financial analysts. From his ratings, he was successful 62% of the time, and brought in an average return of 21% per rating.</p><p><blockquote>在 TipRanks 上，卡茨在 7,000 多名金融分析师中排名第 418 位。从他的评级来看，他有62%的时间是成功的，每个评级的平均回报率为21%。</blockquote></p><p> <b>Dell Technologies<a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> </b></p><p><blockquote><b>戴尔科技<a href=\"https://laohu8.com/S/DELL\">$(戴尔)$</a></b></blockquote></p><p> Dell Technologies(<b>DELL</b>) recently held its pivotal investor day, and laid out a clear roadmap to increasing free cash flow, market share, and general direction for the company in the long-term. Share repurchasing schemes, a focus on premium consumer products, and potential upside in infrastructure projects, all point the multinational tech firm toward an eventual higher valuation.</p><p><blockquote>戴尔科技（<b>戴尔</b>）最近举行了关键投资者日，并制定了明确的路线图，以增加公司的自由现金流、市场份额和长期总体方向。股票回购计划、对高端消费品的关注以及基础设施项目的潜在上涨空间，都指向这家跨国科技公司最终的估值更高。</blockquote></p><p> Amit Daryanani of Evercore ISI reported on the conference, bullishly reiterating a Buy rating and a 12-month $114 price target.</p><p><blockquote>Evercore ISI 的 Amit Daryanani 在会议上进行了报道，乐观地重申了买入评级和 12 个月 114 美元的目标价。</blockquote></p><p> Daryanani explained that Dell announced a share repurchase program worth $5 billion in stock, as well as a quarterly dividend. In an effort to increase free cash flow, the tech company will keep its investments in mergers and acquisitions at a less significant profile. The analyst said that the conference sentiment was on-par to above his expectations. (SeeDell Technologies risk factorson TipRanks)</p><p><blockquote>Daryanani解释说，戴尔宣布了一项价值50亿美元股票的股票回购计划，以及季度股息。为了增加自由现金流，这家科技公司将把并购投资保持在较低的水平。这位分析师表示，会议情绪符合他的预期。（SeeDell Technologies 风险因素 TipRanks）</blockquote></p><p> Dell’s infrastructure and cloud-based storage facing businesses could see “substantial opportunity” in the long-term, such as in remote access solutions and telecommunications software. The Covid-19 pandemic and the work-from-home shift bolstered trends toward PCs and gaming hardware. Dell understands this and intends to focus on more premium products for everyday consumers.</p><p><blockquote>从长远来看，面向戴尔基础设施和云存储的企业可能会看到 “巨大的机遇”，例如在远程访问解决方案和电信软件方面。新冠肺炎疫情和在家工作的转变推动了个人电脑和游戏硬件的趋势。戴尔明白这一点，并打算专注于面向日常消费者的更多优质产品。</blockquote></p><p> Ranking No. 355 out of over 7,000 analysts on TipRanks, Daryanani maintains a 63% success rate on his ratings. His stock picks currently average out to a 16.6% return.</p><p><blockquote>Daryanani在TipRanks的7000多名分析师中排名第355位，他的评级成功率为63%。他选择的股票目前的平均回报率为 16.6%。</blockquote></p><p> <b>Activision Blizzard</b><b><a href=\"https://laohu8.com/S/ATVI\">$(ATVI)$</a> </b></p><p><blockquote><b>动视暴雪</b><b><a href=\"https://laohu8.com/S/ATVI\">$(ATVI)$</a></b></blockquote></p><p> While individuals were under pandemic-induced lockdowns, many people picked up playing video games as a way to pass the time. The companies that produce these game franchises benefitted from the trend, andActivision Blizzard(<b>ATVI</b>) was no outlier. Now, the firm has a “wave of content” headed to consumers’ consoles, and analysts are bullish on the strong pipeline.</p><p><blockquote>当个人处于疫情引发的封锁状态时，许多人开始玩电子游戏作为打发时间的一种方式。制作这些游戏系列的公司受益于这一趋势，动视暴雪（<b>阿特维</b>）不是异常值。现在，该公司迎来了一波面向消费者游戏机的 “内容浪潮 ”，分析师们看好这一强大的产品线。</blockquote></p><p> Andrew Uerkwitz of Jefferies delineated his bullish hypothesis on the stock, stating that Activision has an “underappreciated portfolio of high-quality content in the fastest growing segment in entertainment.”</p><p><blockquote>Jefferies 的 Andrew Uerkwitz 阐述了他对该股的看涨假设，称动视暴雪 “在增长最快的娱乐领域拥有被低估的高质量内容组合”。</blockquote></p><p> Uerkwitz declared the stock a Buy, and assigned a 12-month price target of $120 per share.</p><p><blockquote>Uerkwitz 宣布该股买入，并将 12 个月目标价定为每股 120 美元。</blockquote></p><p> After running several possible scenarios regarding release dates and consumer reception for its upcoming titles, the five-star analyst still finds it hard to imagine further downside, even in bearish cases. Uerkwitz calculated a situation wherein a particular title underperformed, and Activision Blizzard still exceeded estimates for FY2021 earnings per share. (SeeActivision Blizzard’s earnings historyon TipRanks)</p><p><blockquote>在对即将推出的游戏的发行日期和消费者接受度进行了几种可能的情况后，这位五星级分析师仍然发现很难想象进一步的负面影响，即使是在看跌的情况下。Uerkwitz 计算了一种情况，其中特定游戏表现不佳，而动视暴雪 2021 财年每股收益仍超过预期。（请参阅动视暴雪的盈利历史和提示排名）</blockquote></p><p> The company maintains strong gross margins, which are providing it with significant operating leverage. Elaborating on Activision’s options, Uerkwitz added that it has tools for growth, such as share buyback schemes and investments in content, and can explore inorganic expansion through mergers and acquisitions.</p><p><blockquote>该公司保持强劲的毛利率，这为其提供了显着的运营杠杆。在阐述动视的选择时，Uerkwitz 补充说，动视拥有增长工具，如股票回购计划和内容投资，并可以通过并购探索无机扩张。</blockquote></p><p> Activision recently came to a settlement with the Equal Employment Opportunity Commission regarding a sexual harassment case. In his opinion, Uerkwitz sees the $18 million deal with the U.S. federal agency as a speed bump in an otherwise smooth year. The settlement removes concerns over worse regulatory penalties, although a less-than-stellar work environment could prove as downside if talent is to be driven away.</p><p><blockquote>动视最近就一起性骚扰案件与平等就业机会委员会达成和解。在他看来，Uerkwitz 认为与美国联邦机构达成的 1800 万美元协议是平稳的一年中的一个减速带。该和解消除了对更严重监管处罚的担忧，尽管如果要赶走人才，不太理想的工作环境可能会被证明是不利的。</blockquote></p><p> On TipRanks, Uerkwitz maintains a rank of No. 122 out of over 7,000 expert analysts. His success rate stands at 62%, and per rating he averages a return of 27.7%.</p><p><blockquote>在TipRanks上，Uerkwitz在7000多名专家分析师中排名第122位。他的成功率为62%，每次评级他的平均回报率为27.7%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114921615","content_text":"TipRanks is a financial data aggregator that uses its dynamic system like a radar, picking up what Wall Street’s analysts have to say about the current market atmosphere. The state of capital markets remains a tangled world of information for even savvy investors, but by using TipRanks’ unique tools, one can gain a clearer perspective on what the professionals are saying.\nLet’s take a look at what their hypotheses are on these five stocks.\n耐克 \nIf viewed correctly, short-term concerns have the potential to be transformed into long-term gains.\nNike(NKE) recently reported earnings, and while it showed increases in demand and strong underlying business fundamentals, the firm did admit to struggling with persisting supply chain issues. Sam Poser of Williams Trading, however, sees this as the time to open a bullish position. (SeeNike stock chartson TipRanks)\nPoser rated the stock a Buy, and declared a price target of $196.\nThe five-star analyst asserted that despite the supply chain challenges, “the global health of the Nike brand has never been better.” He perceives the headwinds to be of short-lived concern for investors and the company, and expects Nike to outperform its peers in both the near and distant future.\nIn its earnings call, Nike lowered its guidance expectations, but Poser calculates that the apparel retailer is on track to meet 2025 targets.\nThe Covid-19 pandemic had initially dragged down brick and mortar store sales, but this metric has nearly rebounded to the status it held before the government-mandated lockdowns. In North America, in-store sales increased more than 50% quarter-over-quarter, indicating a “robust demand” for Nike merchandise.\nIn a pool of over 7,000 expert analysts, Poser is rated by TipRanks as No. 249. His stock ratings have earned him a success rate of 55%, and brought him an average return of 24.8%.\nOtonomo Technologies Ltd \nFor SaaS companies, big data is the name of the game.\nThe power of processing billions of data points from millions of vehicles on the road has provided Otonomo Technologies (OTMO) with a promising business model. The data analytics firm recently went public, and analysts now see even more upside and opportunity for monetization of its product offerings. (SeeOtonomo stock analysison TipRanks)\nOne of those bullish analysts is Jack Andrews of Needham & Co., who wrote thatOtonomooperates a “linchpin technology” that unlocks revenue for original equipment manufacturer and connected car investments.” From his calculations, the stock provides a “favorable risk/reward setup with material upside,” if it is successful in capturing its full potential.\nAndrews initiated a Buy rating on the stock, and determined a 12-month price target of $10 per share.\nThe top analyst explained that the company has created a bridge between two promising sectors: automotive data and its analytics. As connected car prevalence increases, so do the number of possible applications for the data they generate. He noted that beyond major car manufacturers, new revenue opportunities could arise from insurance companies and concierge platforms incorporating OTMO’s data.\nIn addition to enterprise players, Otonomo provides intelligence for municipal governments about how to design safer and more efficient urban plans.\nOne concern for the firm is a potential regulatory shift toward consumer privacy of the information shared by the vehicles, which would disrupt OTMO’s standards of data.\nOut of more than 7,000 analysts on TipRanks, Andrews ranks as No.158. Of his ratings, he succeeded 63% of the time, and returned an average of 25.3% on each one.\nMarriott Vacations Worldwide \nThe Covid-19 pandemic has proved a formidable foe for the travel and leisure industry. After repeated government mandated shutdowns, the delta variant arrived late spring and caused more disruption. Marriot Vacations Worldwide (VAC) survived the storm, and is remaining relevant even in the current dynamic climate.\nDavid Katz of Jefferies asserted that the company is poised for upside, and is one of his top stock picks for the leisure industry. (SeeMarriot Vacations insider trading activityon TipRanks)\nKatz rated the stock a Buy, and assigned a 12-month price target of $190.\nThis bullish target takes into account headwinds from Covid-19, as well as ongoing wildfires across the western U.S. He expects the built-up consumer demand for vacations and timeshares to lead the company toward recovering from its pandemic-induced losses.\nWhile the entire industry is set to experience this strong demand, Katz believes thatVAC’s links to Marriot International (MAR) and its brand awareness set it apart from the competition. Additionally, this connection gives VAC “access to the largest loyalty program in hospitality,” providing the firm with a massive installed base.\nOn TipRanks, Katz comes in at No. 418 out of more than 7,000 financial analysts. From his ratings, he was successful 62% of the time, and brought in an average return of 21% per rating.\nDell Technologies$(DELL)$ \nDell Technologies(DELL) recently held its pivotal investor day, and laid out a clear roadmap to increasing free cash flow, market share, and general direction for the company in the long-term. Share repurchasing schemes, a focus on premium consumer products, and potential upside in infrastructure projects, all point the multinational tech firm toward an eventual higher valuation.\nAmit Daryanani of Evercore ISI reported on the conference, bullishly reiterating a Buy rating and a 12-month $114 price target.\nDaryanani explained that Dell announced a share repurchase program worth $5 billion in stock, as well as a quarterly dividend. In an effort to increase free cash flow, the tech company will keep its investments in mergers and acquisitions at a less significant profile. The analyst said that the conference sentiment was on-par to above his expectations. (SeeDell Technologies risk factorson TipRanks)\nDell’s infrastructure and cloud-based storage facing businesses could see “substantial opportunity” in the long-term, such as in remote access solutions and telecommunications software. The Covid-19 pandemic and the work-from-home shift bolstered trends toward PCs and gaming hardware. Dell understands this and intends to focus on more premium products for everyday consumers.\nRanking No. 355 out of over 7,000 analysts on TipRanks, Daryanani maintains a 63% success rate on his ratings. His stock picks currently average out to a 16.6% return.\nActivision Blizzard$(ATVI)$ \nWhile individuals were under pandemic-induced lockdowns, many people picked up playing video games as a way to pass the time. The companies that produce these game franchises benefitted from the trend, andActivision Blizzard(ATVI) was no outlier. Now, the firm has a “wave of content” headed to consumers’ consoles, and analysts are bullish on the strong pipeline.\nAndrew Uerkwitz of Jefferies delineated his bullish hypothesis on the stock, stating that Activision has an “underappreciated portfolio of high-quality content in the fastest growing segment in entertainment.”\nUerkwitz declared the stock a Buy, and assigned a 12-month price target of $120 per share.\nAfter running several possible scenarios regarding release dates and consumer reception for its upcoming titles, the five-star analyst still finds it hard to imagine further downside, even in bearish cases. Uerkwitz calculated a situation wherein a particular title underperformed, and Activision Blizzard still exceeded estimates for FY2021 earnings per share. (SeeActivision Blizzard’s earnings historyon TipRanks)\nThe company maintains strong gross margins, which are providing it with significant operating leverage. Elaborating on Activision’s options, Uerkwitz added that it has tools for growth, such as share buyback schemes and investments in content, and can explore inorganic expansion through mergers and acquisitions.\nActivision recently came to a settlement with the Equal Employment Opportunity Commission regarding a sexual harassment case. In his opinion, Uerkwitz sees the $18 million deal with the U.S. federal agency as a speed bump in an otherwise smooth year. The settlement removes concerns over worse regulatory penalties, although a less-than-stellar work environment could prove as downside if talent is to be driven away.\nOn TipRanks, Uerkwitz maintains a rank of No. 122 out of over 7,000 expert analysts. His success rate stands at 62%, and per rating he averages a return of 27.7%.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3711,"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/867783667"}
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