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mistyzenz
mistyzenz
·
2021-10-29
nothing new
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mistyzenz
mistyzenz
·
2021-10-28
do due diligent
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mistyzenz
mistyzenz
·
2021-10-27
huat
Microsoft jumped nearly 3% in morning trading and reached an all-time high at 319.65<blockquote>微软在早盘交易中上涨近3%，达到319.65点的历史新高</blockquote>
Microsoft jumped nearly 3% in morning trading and reached an all-time high at 319.65.The financial r
Microsoft jumped nearly 3% in morning trading and reached an all-time high at 319.65<blockquote>微软在早盘交易中上涨近3%，达到319.65点的历史新高</blockquote>
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mistyzenz
mistyzenz
·
2021-10-25
Woo
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mistyzenz
mistyzenz
·
2021-10-24
safe but boring stock... good to hold long
The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓应该不会损害微软的盈利，原因如下</blockquote>
Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss
The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓应该不会损害微软的盈利，原因如下</blockquote>
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mistyzenz
mistyzenz
·
2021-10-23
Strong brand
Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>
A couple of analysts have cut their price targets on Disney stock due to lower expectations on strea
Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>
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mistyzenz
mistyzenz
·
2021-10-23
wow
Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>
Summary Palantir's US Army contract is huge news for the company due to the contract's large size.
Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>
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mistyzenz
mistyzenz
·
2021-10-22
mmm
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mistyzenz
mistyzenz
·
2021-10-21
good
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mistyzenz
mistyzenz
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2021-10-20
Good
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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635342488,"share":"https://www.laohunote.com/m/news/1103169180?lang=zh_CN&edition=full","pubTime":"2021-10-27 21:48","market":"us","language":"en","title":"Microsoft jumped nearly 3% in morning trading and reached an all-time high at 319.65<blockquote>微软在早盘交易中上涨近3%，达到319.65点的历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103169180","media":"Tiger Newspress","summary":"Microsoft jumped nearly 3% in morning trading and reached an all-time high at 319.65.The financial r","content":"<p>Microsoft jumped nearly 3% in morning trading and reached an all-time high at 319.65.<img src=\"https://static.tigerbbs.com/cc63ac41f30597928386c16a8102bb6e\" tg-width=\"781\" tg-height=\"553\" referrerpolicy=\"no-referrer\">The financial report showed that during the period from July 1, 2021 to September 30, 2021, Microsoft achieved revenue of 45.317 billion US dollars, an increase of 22% compared with 37.154 billion US dollars in the same period last year.</p><p><blockquote>微软在早盘交易中上涨近3%，触及319.65点的历史新高。财报显示，2021年7月1日至2021年9月30日期间，微软实现营收453.17亿美元，相比去年同期的371.54亿美元增长22%。</blockquote></p><p> Operating profit was US $20.238 billion, an increase of 27% compared with US $15.876 billion in the same period of the previous fiscal year, which was higher than the year-on-year increase in revenue.</p><p><blockquote>运营利润为202.38亿美元，与上一财年同期的158.76亿美元相比增长27%，高于营收的同比增幅。</blockquote></p><p> By business, during the reporting period, the personal computing business including Windows, devices, games and search advertisements achieved revenue of US $13.314 billion, a year-on-year increase of 12%, which was higher than the market expectation of US $12.72 billion.</p><p><blockquote>分业务来看，报告期内，包括Windows、设备、游戏和搜索广告在内的个人计算业务实现营收133.14亿美元，同比增长12%，高于市场预期的127.2亿美元。</blockquote></p><p> Including Azure public cloud, enterprise services, GitHub and so onIntelligenceThe cloud service business achieved revenue of US $16.964 billion, up 31% year-on-year, higher than the market expectation of US $16.51 billion.</p><p><blockquote>包括Azure公有云、企业服务、GitHub等在内的智能云服务业务实现营收169.64亿美元，同比增长31%，高于市场预期的165.1亿美元。</blockquote></p><p> The productivity and business process departments including Dynamics, LinkedIn and Office achieved revenue of US $15.039 billion, up 22% year-on-year, which also exceeded the market expectation of US $14.67 billion.</p><p><blockquote>包括Dynamics、LinkedIn和Office在内的生产力和业务流程部门实现营收150.39亿美元，同比增长22%，也超出市场预期的146.7亿美元。</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>Microsoft jumped nearly 3% in morning trading and reached an all-time high at 319.65<blockquote>微软在早盘交易中上涨近3%，达到319.65点的历史新高</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{ 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}\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\">\nMicrosoft jumped nearly 3% in morning trading and reached an all-time high at 319.65<blockquote>微软在早盘交易中上涨近3%，达到319.65点的历史新高</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\">2021-10-27 21:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Microsoft jumped nearly 3% in morning trading and reached an all-time high at 319.65.<img src=\"https://static.tigerbbs.com/cc63ac41f30597928386c16a8102bb6e\" tg-width=\"781\" tg-height=\"553\" referrerpolicy=\"no-referrer\">The financial report showed that during the period from July 1, 2021 to September 30, 2021, Microsoft achieved revenue of 45.317 billion US dollars, an increase of 22% compared with 37.154 billion US dollars in the same period last year.</p><p><blockquote>微软在早盘交易中上涨近3%，触及319.65点的历史新高。财报显示，2021年7月1日至2021年9月30日期间，微软实现营收453.17亿美元，相比去年同期的371.54亿美元增长22%。</blockquote></p><p> Operating profit was US $20.238 billion, an increase of 27% compared with US $15.876 billion in the same period of the previous fiscal year, which was higher than the year-on-year increase in revenue.</p><p><blockquote>运营利润为202.38亿美元，与上一财年同期的158.76亿美元相比增长27%，高于营收的同比增幅。</blockquote></p><p> By business, during the reporting period, the personal computing business including Windows, devices, games and search advertisements achieved revenue of US $13.314 billion, a year-on-year increase of 12%, which was higher than the market expectation of US $12.72 billion.</p><p><blockquote>分业务来看，报告期内，包括Windows、设备、游戏和搜索广告在内的个人计算业务实现营收133.14亿美元，同比增长12%，高于市场预期的127.2亿美元。</blockquote></p><p> Including Azure public cloud, enterprise services, GitHub and so onIntelligenceThe cloud service business achieved revenue of US $16.964 billion, up 31% year-on-year, higher than the market expectation of US $16.51 billion.</p><p><blockquote>包括Azure公有云、企业服务、GitHub等在内的智能云服务业务实现营收169.64亿美元，同比增长31%，高于市场预期的165.1亿美元。</blockquote></p><p> The productivity and business process departments including Dynamics, LinkedIn and Office achieved revenue of US $15.039 billion, up 22% year-on-year, which also exceeded the market expectation of US $14.67 billion.</p><p><blockquote>包括Dynamics、LinkedIn和Office在内的生产力和业务流程部门实现营收150.39亿美元，同比增长22%，也超出市场预期的146.7亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103169180","content_text":"Microsoft jumped nearly 3% in morning trading and reached an all-time high at 319.65.The financial report showed that during the period from July 1, 2021 to September 30, 2021, Microsoft achieved revenue of 45.317 billion US dollars, an increase of 22% compared with 37.154 billion US dollars in the same period last year.\nOperating profit was US $20.238 billion, an increase of 27% compared with US $15.876 billion in the same period of the previous fiscal year, which was higher than the year-on-year increase in revenue.\nBy business, during the reporting period, the personal computing business including Windows, devices, games and search advertisements achieved revenue of US $13.314 billion, a year-on-year increase of 12%, which was higher than the market expectation of US $12.72 billion.\nIncluding Azure public cloud, enterprise services, GitHub and so onIntelligenceThe cloud service business achieved revenue of US $16.964 billion, up 31% year-on-year, higher than the market expectation of US $16.51 billion.\nThe productivity and business process departments including Dynamics, LinkedIn and Office achieved revenue of US $15.039 billion, up 22% year-on-year, which also exceeded the market expectation of US $14.67 billion.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856642487,"gmtCreate":1635176373686,"gmtModify":1635176373958,"author":{"id":"3561962801944040","authorId":"3561962801944040","name":"mistyzenz","avatar":"https://static.tigerbbs.com/b6ce5e71746857498b3364479f136e14","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561962801944040","authorIdStr":"3561962801944040"},"themes":[],"title":"","htmlText":"Woo","listText":"Woo","text":"Woo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856642487","repostId":"1172851482","repostType":4,"isVote":1,"tweetType":1,"viewCount":3841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858215980,"gmtCreate":1635056678489,"gmtModify":1635056678790,"author":{"id":"3561962801944040","authorId":"3561962801944040","name":"mistyzenz","avatar":"https://static.tigerbbs.com/b6ce5e71746857498b3364479f136e14","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561962801944040","authorIdStr":"3561962801944040"},"themes":[],"title":"","htmlText":"safe but boring stock... good to hold long","listText":"safe but boring stock... good to hold long","text":"safe but boring stock... good to hold long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858215980","repostId":"2177489964","repostType":4,"repost":{"id":"2177489964","kind":"highlight","pubTimestamp":1635042148,"share":"https://www.laohunote.com/m/news/2177489964?lang=zh_CN&edition=full","pubTime":"2021-10-24 10:22","market":"us","language":"en","title":"The PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓应该不会损害微软的盈利，原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177489964","media":"MarketWatch","summary":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss","content":"<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p><p><blockquote>Azure 和其他云产品的增长应该会掩盖影响 PC 销售的供应链问题带来的任何失望</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>微软定于周二盘后发布第一财季收益。</span></p></blockquote></p><p> The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p><p><blockquote>近几个月来，由于供应链问题导致个人电脑销售放缓，这可能会对微软公司造成损害，但该公司转向云计算和云软件应该会使其免受任何盈利影响。</blockquote></p><p> Microsoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p><p><blockquote>微软定于周二下午公布第一财季收益，因为该公司将推出新的 Windows 11 操作系统，而个人电脑制造商正在努力交付新机器。如果个人电脑出货量中断，新的操作系统没有迅速采用，比尔盖茨和史蒂夫鲍尔默的微软将会面临华尔街的很多悲观情绪，但萨蒂亚纳德拉的微软应该没问题。</blockquote></p><p> That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p><p><blockquote>这是因为分析师和投资者大多关注 Azure（微软对亚马逊公司 Amazon Web Services 的云计算解决方案）以及云软件产品，从而降低了微软 PC 业务的重要性。</blockquote></p><p> \"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p><p><blockquote>“持续的数字化转型势头应该会抵消 IDC 和 Gartner 混合 PC 单位出货量估计的影响，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师在报告预览中写道，后来补充道：“虽然我们对 Windows OEM 的负增长前景给我们对微软的长期盈利预期带来了压力，但我们也注意到 Windows OEM 整体微软收入和毛利润的组合正在下降。”</blockquote></p><p> Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p><p><blockquote>Azure 确保 Windows 对微软的重要性有所下降。快速增长的云业务是所有关于微软的分析师笔记的首要内容，分析师预计收入将增长 40% 左右。（尽管 AWS 和谷歌（GOOGL）云为其竞争服务提供了全部收入和运营利润，但微软除了百分比收益外，没有披露 Azure 的表现）。</blockquote></p><p> \"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p><p><blockquote>摩根士丹利分析师写道：“从根本上说，之前签署的长期 Azure 交易、新冠疫情后持续的云迁移、微软对云垂直化的日益关注以及微软 365 席位的强劲增长可以维持 Azure 的持久长期增长。”</blockquote></p><p> There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p><p><blockquote>也有一些因素可能会促进微软的增长，尤其是在预测方面。以 197 亿美元收购专注于医疗保健的公司 Nuance 的交易预计将在今年年底前完成，微软最近透露，其基于云的收入将与 Azure 归入同一收入桶。</blockquote></p><p> While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p><p><blockquote>虽然微软没有透露这到底意味着什么，但瑞银分析师在9月份表示，Nuance之前的披露以及他们与该公司投资者关系团队的看涨期权使他们估计Nuance约46%的收入将基于云。他们估计，如果包括整个季度，这将意味着微软云部门在第二财季的额外销售额约为 9100 万美元。</blockquote></p><p> Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p><p><blockquote>微软最受欢迎的云软件产品Office 365的价格上涨可能会在未来带来另一个上涨。微软将该产品的价格全面提高了10%以上，该公司将其描述为“自十年前推出Office 365以来的首次实质性定价更新”，这也让分析师相信微软能够承受PC市场的任何供应链压力。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p><p><blockquote><b>收益：</b>分析师平均预计微软每股收益为 2.08 美元，高于一年前的每股 1.82 美元。Estimize 是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的估计，其贡献者预测每股收益为 2.22 美元。</blockquote></p><p> <b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p><p><blockquote><b>收入：</b>分析师平均预测销售额为 439.3 亿美元，比一年前的 371.5 亿美元有所改善，此前微软预测收入为 433 亿美元至 442 亿美元。Estimize 贡献者预计销售额为 448.8 亿美元。</blockquote></p><p> Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p><p><blockquote>分析师预计“智能云”部门的销售额为 165.2 亿美元，此前微软的预期为 164 亿美元至 166.5 亿美元；专注于云软件的“生产力和业务解决方案”部门的销售额为 146.7 亿美元，此前预测为 145 亿至 147.5 亿美元；在指导销售额为 124 亿美元至 128 亿美元之后，“更多个人计算”的收入为 127.2 亿美元。</blockquote></p><p></p><p> <b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p><p><blockquote><b>股票变动：</b>在过去五个季度中的四个季度公布财报后，微软股价在盘中下跌，尽管上次下跌仅 0.1%。该股在过去三个月上涨了 8.1%，在过去一年上涨了 45.2%，而标普500指数在此期间分别上涨了 4.1% 和 31.6%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p><p><blockquote>分析师们对微软目前的立场基本达成一致。根据 FactSet 跟踪，36 名分析师中有 33 名将该股评级为相当于买入，而另外三名分析师将其评级为持有。</blockquote></p><p> \"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p><p><blockquote>摩根士丹利分析师写道：“微软目前的交易价格是我们 2023 财年 GAAP 每股收益预期的 27 倍，代表了软件领域强大的长期定位和合理估值的罕见结合。”他们将该股跑赢大盘评级为 331 美元。</blockquote></p><p> The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p><p><blockquote>曾经令人担忧的似乎是当前增长轨迹的持久性，这就是为什么 Nuance 收购和 Office 365 定价上涨被视为该股持续上涨的关键。</blockquote></p><p> \"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p><p><blockquote>杰弗里斯分析师写道：“整个 2022 财年，竞争将变得越来越艰难，微软 Azure/Security/Teams 的可持续增长产品组合应该会满足这一要求。”他们的评级为跑赢大盘，最近将目标价从 345 美元上调至 375 美元。“需要关注的关键项目是提高期望（据报道 Azure 高达 40 年代）、与 Nuance 的集成以及增加安全投资。”</blockquote></p><p> Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p><p><blockquote>微软从疫情中受益，因为公司依靠云计算能力和软件在远程工作时保持团队联系。但微软·布尔和韦德布什分析师 Daniel Ives 并不认为重返办公室是繁荣即将结束的迹象。</blockquote></p><p> \"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p><p><blockquote>艾夫斯在报告的预览中写道：“我们认为，华尔街关于在这个居家办公周期的另一边放缓云增长的观点与微软在该领域看到的交易活动相反。”他的评级为跑赢大盘，目标价为 375 美元。“虽然我们在过去几年中看到了这一背景的势头，但我们相信，进入 2022 财年，交易流看起来会逐渐强劲（特别是 Office 365/Azure 组合交易），因为我们估计微软仍只有 35% 通过渗透其无与伦比的安装基础云过渡。”</blockquote></p><p> Stifel analysts, with a buy rating and $325 price target, concurred.</p><p><blockquote>Stifel 分析师给予买入评级，目标价为 325 美元，对此表示同意。</blockquote></p><p> \"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p><p><blockquote>“我们仍然相信，大流行正在迫使组织加快云迁移的步伐，而微软仍然是这种现代化支出的主要受益者，特别是在大型新交易势头方面，因为其广泛的堆栈使其能够捕获以前遥不可及的一级工作负载，”他们写道。</blockquote></p><p> The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p><p><blockquote>截至周五下午，微软股票的平均目标价为 335.47 美元，比现行价格高出约 8.5%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nThe PC slowdown shouldn't hurt Microsoft earnings, and here's why<blockquote>个人电脑放缓应该不会损害微软的盈利，原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-24 10:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p><p><blockquote>Azure 和其他云产品的增长应该会掩盖影响 PC 销售的供应链问题带来的任何失望</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>微软定于周二盘后发布第一财季收益。</span></p></blockquote></p><p> The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p><p><blockquote>近几个月来，由于供应链问题导致个人电脑销售放缓，这可能会对微软公司造成损害，但该公司转向云计算和云软件应该会使其免受任何盈利影响。</blockquote></p><p> Microsoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p><p><blockquote>微软定于周二下午公布第一财季收益，因为该公司将推出新的 Windows 11 操作系统，而个人电脑制造商正在努力交付新机器。如果个人电脑出货量中断，新的操作系统没有迅速采用，比尔盖茨和史蒂夫鲍尔默的微软将会面临华尔街的很多悲观情绪，但萨蒂亚纳德拉的微软应该没问题。</blockquote></p><p> That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p><p><blockquote>这是因为分析师和投资者大多关注 Azure（微软对亚马逊公司 Amazon Web Services 的云计算解决方案）以及云软件产品，从而降低了微软 PC 业务的重要性。</blockquote></p><p> \"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p><p><blockquote>“持续的数字化转型势头应该会抵消 IDC 和 Gartner 混合 PC 单位出货量估计的影响，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师在报告预览中写道，后来补充道：“虽然我们对 Windows OEM 的负增长前景给我们对微软的长期盈利预期带来了压力，但我们也注意到 Windows OEM 整体微软收入和毛利润的组合正在下降。”</blockquote></p><p> Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p><p><blockquote>Azure 确保 Windows 对微软的重要性有所下降。快速增长的云业务是所有关于微软的分析师笔记的首要内容，分析师预计收入将增长 40% 左右。（尽管 AWS 和谷歌（GOOGL）云为其竞争服务提供了全部收入和运营利润，但微软除了百分比收益外，没有披露 Azure 的表现）。</blockquote></p><p> \"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p><p><blockquote>摩根士丹利分析师写道：“从根本上说，之前签署的长期 Azure 交易、新冠疫情后持续的云迁移、微软对云垂直化的日益关注以及微软 365 席位的强劲增长可以维持 Azure 的持久长期增长。”</blockquote></p><p> There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p><p><blockquote>也有一些因素可能会促进微软的增长，尤其是在预测方面。以 197 亿美元收购专注于医疗保健的公司 Nuance 的交易预计将在今年年底前完成，微软最近透露，其基于云的收入将与 Azure 归入同一收入桶。</blockquote></p><p> While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p><p><blockquote>虽然微软没有透露这到底意味着什么，但瑞银分析师在9月份表示，Nuance之前的披露以及他们与该公司投资者关系团队的看涨期权使他们估计Nuance约46%的收入将基于云。他们估计，如果包括整个季度，这将意味着微软云部门在第二财季的额外销售额约为 9100 万美元。</blockquote></p><p> Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p><p><blockquote>微软最受欢迎的云软件产品Office 365的价格上涨可能会在未来带来另一个上涨。微软将该产品的价格全面提高了10%以上，该公司将其描述为“自十年前推出Office 365以来的首次实质性定价更新”，这也让分析师相信微软能够承受PC市场的任何供应链压力。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p><p><blockquote><b>收益：</b>分析师平均预计微软每股收益为 2.08 美元，高于一年前的每股 1.82 美元。Estimize 是一个众包平台，收集华尔街分析师以及买方分析师、基金经理、公司高管、学者和其他人的估计，其贡献者预测每股收益为 2.22 美元。</blockquote></p><p> <b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p><p><blockquote><b>收入：</b>分析师平均预测销售额为 439.3 亿美元，比一年前的 371.5 亿美元有所改善，此前微软预测收入为 433 亿美元至 442 亿美元。Estimize 贡献者预计销售额为 448.8 亿美元。</blockquote></p><p> Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p><p><blockquote>分析师预计“智能云”部门的销售额为 165.2 亿美元，此前微软的预期为 164 亿美元至 166.5 亿美元；专注于云软件的“生产力和业务解决方案”部门的销售额为 146.7 亿美元，此前预测为 145 亿至 147.5 亿美元；在指导销售额为 124 亿美元至 128 亿美元之后，“更多个人计算”的收入为 127.2 亿美元。</blockquote></p><p></p><p> <b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p><p><blockquote><b>股票变动：</b>在过去五个季度中的四个季度公布财报后，微软股价在盘中下跌，尽管上次下跌仅 0.1%。该股在过去三个月上涨了 8.1%，在过去一年上涨了 45.2%，而标普500指数在此期间分别上涨了 4.1% 和 31.6%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p><p><blockquote>分析师们对微软目前的立场基本达成一致。根据 FactSet 跟踪，36 名分析师中有 33 名将该股评级为相当于买入，而另外三名分析师将其评级为持有。</blockquote></p><p> \"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p><p><blockquote>摩根士丹利分析师写道：“微软目前的交易价格是我们 2023 财年 GAAP 每股收益预期的 27 倍，代表了软件领域强大的长期定位和合理估值的罕见结合。”他们将该股跑赢大盘评级为 331 美元。</blockquote></p><p> The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p><p><blockquote>曾经令人担忧的似乎是当前增长轨迹的持久性，这就是为什么 Nuance 收购和 Office 365 定价上涨被视为该股持续上涨的关键。</blockquote></p><p> \"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p><p><blockquote>杰弗里斯分析师写道：“整个 2022 财年，竞争将变得越来越艰难，微软 Azure/Security/Teams 的可持续增长产品组合应该会满足这一要求。”他们的评级为跑赢大盘，最近将目标价从 345 美元上调至 375 美元。“需要关注的关键项目是提高期望（据报道 Azure 高达 40 年代）、与 Nuance 的集成以及增加安全投资。”</blockquote></p><p> Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p><p><blockquote>微软从疫情中受益，因为公司依靠云计算能力和软件在远程工作时保持团队联系。但微软·布尔和韦德布什分析师 Daniel Ives 并不认为重返办公室是繁荣即将结束的迹象。</blockquote></p><p> \"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p><p><blockquote>艾夫斯在报告的预览中写道：“我们认为，华尔街关于在这个居家办公周期的另一边放缓云增长的观点与微软在该领域看到的交易活动相反。”他的评级为跑赢大盘，目标价为 375 美元。“虽然我们在过去几年中看到了这一背景的势头，但我们相信，进入 2022 财年，交易流看起来会逐渐强劲（特别是 Office 365/Azure 组合交易），因为我们估计微软仍只有 35% 通过渗透其无与伦比的安装基础云过渡。”</blockquote></p><p> Stifel analysts, with a buy rating and $325 price target, concurred.</p><p><blockquote>Stifel 分析师给予买入评级，目标价为 325 美元，对此表示同意。</blockquote></p><p> \"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p><p><blockquote>“我们仍然相信，大流行正在迫使组织加快云迁移的步伐，而微软仍然是这种现代化支出的主要受益者，特别是在大型新交易势头方面，因为其广泛的堆栈使其能够捕获以前遥不可及的一级工作负载，”他们写道。</blockquote></p><p> The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p><p><blockquote>截至周五下午，微软股票的平均目标价为 335.47 美元，比现行价格高出约 8.5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page\">MarketWatch</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":{"MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177489964","content_text":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales\nMicrosoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.\nThe slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.\nMicrosoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.\nThat is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.\n\"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" Morgan Stanley analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"\nAzure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).\n\"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.\nThere are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.\nWhile Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.\nAnother bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.\nWhat to expect\nEarnings: Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.\nRevenue: Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.\nAnalyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.\nStock movement: Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.\nWhat analysts are saying\nAnalysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.\n\"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.\nThe once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.\n\"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"\nMicrosoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.\n\"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"\nStifel analysts, with a buy rating and $325 price target, concurred.\n\"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.\nThe average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":4835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858193711,"gmtCreate":1634998408105,"gmtModify":1634998408367,"author":{"id":"3561962801944040","authorId":"3561962801944040","name":"mistyzenz","avatar":"https://static.tigerbbs.com/b6ce5e71746857498b3364479f136e14","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561962801944040","authorIdStr":"3561962801944040"},"themes":[],"title":"","htmlText":"Strong brand","listText":"Strong brand","text":"Strong brand","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858193711","repostId":"1138624053","repostType":4,"repost":{"id":"1138624053","kind":"news","pubTimestamp":1634952918,"share":"https://www.laohunote.com/m/news/1138624053?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:35","market":"us","language":"en","title":"Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138624053","media":"TheStreet","summary":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on strea","content":"<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低，一些分析师下调了迪士尼股票的目标价。投资者应该担心吗？</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered his Disney stock target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月，富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天，股价下跌近2%。最近，巴克莱的研究团队将评级下调至持有，将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天，我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度，以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来，对Disney+用户数量的估计已经下降。富国银行（Wells Fargo）的分析师将本季度预计的 1350 万新增人口降至仅 200 万，同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst offered the following insight:</p><p><blockquote>分析师提供了以下见解：</blockquote></p><p> “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.” <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量，我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克（Bob Chapek）称，本季度的用户增长不太可能达到市场的积极预期。Bob还表示，增长放缓的部分原因包括Hotstar在印度的渗透率低，以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战，迪士尼尚未改变其 2024 年订户预测，目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了？</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初，由于主题公园和电影院关闭，疫情拖累了迪士尼股价，但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务，这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而，呆在家里的习惯已经开始困扰，迪士尼进退两难。该公司的运营尚未完全恢复到正常水平（例如，游轮现在才开始再次航行），而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来，DIS股价一直停留在170美元左右，第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示，尽管最近修改了目标价，但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中，15 位仍然看好该股，而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元，最低价为175美元。平均目标价为 215 美元，华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为，DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司，拥有最好的内容库之一，大量的流媒体机会，公园、酒店和游轮活动即将反弹。在 Disney+ 上，尽管预计本季度用户数量有所减少，但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去，我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</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>Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</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\">\nDisney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-23 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低，一些分析师下调了迪士尼股票的目标价。投资者应该担心吗？</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered his Disney stock target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月，富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天，股价下跌近2%。最近，巴克莱的研究团队将评级下调至持有，将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天，我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度，以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来，对Disney+用户数量的估计已经下降。富国银行（Wells Fargo）的分析师将本季度预计的 1350 万新增人口降至仅 200 万，同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst offered the following insight:</p><p><blockquote>分析师提供了以下见解：</blockquote></p><p> “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.” <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量，我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克（Bob Chapek）称，本季度的用户增长不太可能达到市场的积极预期。Bob还表示，增长放缓的部分原因包括Hotstar在印度的渗透率低，以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战，迪士尼尚未改变其 2024 年订户预测，目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了？</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初，由于主题公园和电影院关闭，疫情拖累了迪士尼股价，但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务，这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而，呆在家里的习惯已经开始困扰，迪士尼进退两难。该公司的运营尚未完全恢复到正常水平（例如，游轮现在才开始再次航行），而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来，DIS股价一直停留在170美元左右，第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示，尽管最近修改了目标价，但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中，15 位仍然看好该股，而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元，最低价为175美元。平均目标价为 215 美元，华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为，DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司，拥有最好的内容库之一，大量的流媒体机会，公园、酒店和游轮活动即将反弹。在 Disney+ 上，尽管预计本季度用户数量有所减少，但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去，我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry\">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":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138624053","content_text":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?\nLast month, Steven Cahall, an analyst at Wells Fargo,lowered his Disney stock target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.\nToday, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.\nFigure 1: Disney+ logo.\nThe reason for the price target cuts\nDisney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.\nThe analyst offered the following insight:\n\n “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”\n\nCEO Bob Chapek’s forecast\nAccording to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.\nDespite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.\nWhat's happening with DIS?\nWhile the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.\nHowever, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.\nSince the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.\nWhat Wall Street says\nDespite the recent price target revisions, analysts still think that DIS is a buy,according to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.\nThe highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.\nOur take\nWe maintain our opinion that DIS shares still have room to rise in the next several months.\nDisney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.\nOnce short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858193399,"gmtCreate":1634998273657,"gmtModify":1634998273942,"author":{"id":"3561962801944040","authorId":"3561962801944040","name":"mistyzenz","avatar":"https://static.tigerbbs.com/b6ce5e71746857498b3364479f136e14","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561962801944040","authorIdStr":"3561962801944040"},"themes":[],"title":"","htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858193399","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohunote.com/m/news/1177255738?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li> <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li> <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大，Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一，并正在转向 IL-6，这将进一步增加其护城河。</li><li>就利润而言，该公司似乎很昂贵，但当我们考虑 PLTR 的增长前景时，股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司，继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，而且 Palantir Technologies 在政府机构中根深蒂固，这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir & US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the <i>Capability Drop 2</i> (CD-2) program.</p><p><blockquote>10 月初，Palantir Technologies 宣布被美国陆军选中，签订一份价值 8.23 亿美元的合同，该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说，一份8亿多美元的合同当然是巨大的，但应该注意的是，这份合同不会让Palantir在短时间内获得所有收入。最重要的是，不一定所有的收入都会流向Palantir Technologies，因为其他供应商，例如硬件供应商，也可能从合同中分得一部分份额。一位更为悲观的分析师指出，政府已要求在 2022 财年为该合同拨款约 1 亿美元，这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话，合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住，Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明，官员们认为 Palantir 有能力交付大规模合同，尽管就收入和雇主而言，Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同，这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一，这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准（届时该公司还可以处理国防部机密信息），Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信，这将在可预见的未来发生，并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年，国防市场可能是 Palantir Technologies 的巨大市场机会：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（报告全文第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能R&D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场，因为这包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一，这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.</p><p><blockquote>由于与军事客户的其他合同，Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反，Palantir 似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这还远不能保证，但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才（这就是为什么基于股票的薪酬如此之高，因为这种人才是昂贵的），Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右，这与分析师的预期非常一致。在作为一家上市公司的四个季度中，Palantir 在两条线上都四次超出了分析师的预期，因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然，不能保证未来也会发生这种情况，但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计，并假设未来三年收入增长 30%，2028 年至 2030 年间增长 25%。如果发生这种情况，那么 Palantir 将在 2030 年产生 170 亿美元的收入，这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%，目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中，Palantir 的增长速度确实比这三家公司快一点，我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额，九年后我们的市值将达到 2550 亿美元，大约是今天 480 亿美元市值的 5.3 倍。然而，这并不意味着 PLTR 的股价将上涨 430%，因为我们还必须考虑该公司的股数，该公司的股数一直在上升，并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置，因为我们不知道未来基于股票的薪酬的轨迹，而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股（根据 YCharts 的数据，去年股票数量增加了 8000 万股），那么到 2030 年，股票数量约为 29 亿股。基于 2550 亿美元的预期市值，这使得我们的股价约为 90 美元，大约是今天的 3.5 倍。换句话说，如果这种情况成真，投资者将获得约 250% 的 9 年回报率，即每年约 15%。例如，这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色，但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，有人可能会说这种情况不现实，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力，请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票：现在是买入还是卖出的好时机？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比，Palantir 是一只非常不同的股票。按当前价格计算，PLTR 乍一看相当昂贵，交易价格约为远期市盈率的 150 倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦 PLTR 获得 IL-6 国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票，因为该公司与其他以高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久证明，我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信 Palantir 是一家高增长公司，从长远来看可以提供两位数的总回报，并且由于其庞大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果看到 PLTR 在本十年末至少增长两倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</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>Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</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\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-23 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li> <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li> <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大，Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一，并正在转向 IL-6，这将进一步增加其护城河。</li><li>就利润而言，该公司似乎很昂贵，但当我们考虑 PLTR 的增长前景时，股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司，继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，而且 Palantir Technologies 在政府机构中根深蒂固，这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir & US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the <i>Capability Drop 2</i> (CD-2) program.</p><p><blockquote>10 月初，Palantir Technologies 宣布被美国陆军选中，签订一份价值 8.23 亿美元的合同，该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说，一份8亿多美元的合同当然是巨大的，但应该注意的是，这份合同不会让Palantir在短时间内获得所有收入。最重要的是，不一定所有的收入都会流向Palantir Technologies，因为其他供应商，例如硬件供应商，也可能从合同中分得一部分份额。一位更为悲观的分析师指出，政府已要求在 2022 财年为该合同拨款约 1 亿美元，这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话，合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住，Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明，官员们认为 Palantir 有能力交付大规模合同，尽管就收入和雇主而言，Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同，这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一，这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准（届时该公司还可以处理国防部机密信息），Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信，这将在可预见的未来发生，并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年，国防市场可能是 Palantir Technologies 的巨大市场机会：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（报告全文第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能R&D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场，因为这包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一，这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.</p><p><blockquote>由于与军事客户的其他合同，Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反，Palantir 似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这还远不能保证，但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才（这就是为什么基于股票的薪酬如此之高，因为这种人才是昂贵的），Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右，这与分析师的预期非常一致。在作为一家上市公司的四个季度中，Palantir 在两条线上都四次超出了分析师的预期，因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然，不能保证未来也会发生这种情况，但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计，并假设未来三年收入增长 30%，2028 年至 2030 年间增长 25%。如果发生这种情况，那么 Palantir 将在 2030 年产生 170 亿美元的收入，这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%，目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中，Palantir 的增长速度确实比这三家公司快一点，我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额，九年后我们的市值将达到 2550 亿美元，大约是今天 480 亿美元市值的 5.3 倍。然而，这并不意味着 PLTR 的股价将上涨 430%，因为我们还必须考虑该公司的股数，该公司的股数一直在上升，并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置，因为我们不知道未来基于股票的薪酬的轨迹，而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股（根据 YCharts 的数据，去年股票数量增加了 8000 万股），那么到 2030 年，股票数量约为 29 亿股。基于 2550 亿美元的预期市值，这使得我们的股价约为 90 美元，大约是今天的 3.5 倍。换句话说，如果这种情况成真，投资者将获得约 250% 的 9 年回报率，即每年约 15%。例如，这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色，但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，有人可能会说这种情况不现实，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力，请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票：现在是买入还是卖出的好时机？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比，Palantir 是一只非常不同的股票。按当前价格计算，PLTR 乍一看相当昂贵，交易价格约为远期市盈率的 150 倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦 PLTR 获得 IL-6 国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票，因为该公司与其他以高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久证明，我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信 Palantir 是一家高增长公司，从长远来看可以提供两位数的总回报，并且由于其庞大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果看到 PLTR 在本十年末至少增长两倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Seeking Alpha</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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":4564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851577013,"gmtCreate":1634917081850,"gmtModify":1634917083492,"author":{"id":"3561962801944040","authorId":"3561962801944040","name":"mistyzenz","avatar":"https://static.tigerbbs.com/b6ce5e71746857498b3364479f136e14","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561962801944040","authorIdStr":"3561962801944040"},"themes":[],"title":"","htmlText":"mmm","listText":"mmm","text":"mmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851577013","repostId":"1125111938","repostType":4,"isVote":1,"tweetType":1,"viewCount":4681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853591436,"gmtCreate":1634822815607,"gmtModify":1634822815890,"author":{"id":"3561962801944040","authorId":"3561962801944040","name":"mistyzenz","avatar":"https://static.tigerbbs.com/b6ce5e71746857498b3364479f136e14","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561962801944040","authorIdStr":"3561962801944040"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853591436","repostId":"1190831877","repostType":4,"isVote":1,"tweetType":1,"viewCount":4118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859770094,"gmtCreate":1634738582186,"gmtModify":1634738842753,"author":{"id":"3561962801944040","authorId":"3561962801944040","name":"mistyzenz","avatar":"https://static.tigerbbs.com/b6ce5e71746857498b3364479f136e14","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561962801944040","authorIdStr":"3561962801944040"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859770094","repostId":"2176438191","repostType":4,"isVote":1,"tweetType":1,"viewCount":4267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}