Companies

Overview of companies on the stock market

Investidea: Vuzix, because it complements reality

Today we have an insanely speculative idea: take shares in augmented reality glasses manufacturer Vuzix (NASDAQ: VUZI), to cash in on their rebound. Growth potential and validity: 32% behind 12 Months; 98% behind 3 of the year; 395% behind 20 years.

Investidea: Concentrix, because it's surprisingly reasonable

Today we have a moderately speculative idea.: take shares in IT solutions provider Concentrix (NASDAQ: CNXC) in anticipation of their continued growth. Growth potential and validity: 15,5% during 15 months excluding dividends; 10% per annum during 15 years including dividends.

Better, than expected: Apple stock rose by 5% after a strong report

27 January, Apple released results for the first quarter of fiscal year 2022, which ended 25 December. The report was much better than expected., and stocks in the postmarket grew immediately by 5%, to 167 $. Financial results Here's how Apple's numbers grew compared to the first quarter of fiscal 2021, and here's what analysts predicted: revenue — 123.9 billion (+11%), forecast - 118.7 billion dollars; earnings per share - 2,1 (+25%), forecast - 1,9 $. Sales per category, except iPad, also exceeded expectations. Here's how they've changed over the years: iPhone - 71.6 billion (+9%), forecast - 68.3 billion dollars; iPad - 7.2 billion (−14%), forecast - 8.2 billion dollars; Mac - 10.9 billion (+25%), forecast - $ 9.5 billion; accessories - 14.7 billion (+13%), forecast - 14.6 billion dollars; services - 19.5 billion (+24%), forecast - 18.6 billion dollars. Traditionally, most of the sales came from the iPhone - 68% of total revenue. And the only product, which disappointed investors, became iPad. Here sales fell and did not reach the expectations of experts. The reason is the shortage of microcircuits. The fastest growing categories were sales of Macs and services. Services are the income of services like the App Store, Apple Music, Apple Pay and others. And it is this highly profitable business that some analysts, for example from KeyBank, called the main driver of Apple's growth. For the same reason, the company's quarterly gross margin turned out to be higher than experts' expectations.: 43,8 against 41,7%. Same as last quarter, Apple used most of its profits to buy back its own shares., namely 20.5 billion out of 34.6 billion dollars. Что с дефицитом микросхем В последние несколько месяцев эксперты высказывали опасения по поводу квартальных результатов Apple. In mid-October 2021, it became known: компания сократит

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Robinhood stock fell by 13% after another bad quarter

27 January online broker Robinhood reported for the fourth quarter of 2021. The number of active users of the platform has decreased, The company also gave a weak outlook for the current quarter.. In postmarket terms, HOOD shares fell by 13%, to 10 $. Financial Results Compared to the fourth quarter of 2020, Robinhood's total revenue grew by 14%, up to 363 million dollars. The same amount the company earned in the previous, third quarter, and analysts expected the same. The broker's main income is not commissions, and selling data on transactions of their clients to market makers in exchange for a part of the profit. Robinhood earned $264 million from this - same as in the previous quarter. Here, income from different instruments also did not change much quarter to quarter.: shares — $52 million; options — $163 million; cryptocurrency — $48 million. Cryptocurrency trade data revenue falls for second quarter in a row. So, in the second quarter of 2021, the company's revenue was $233 million, in the third - 52 million dollars. And that worries investors. Revenue per user for the year fell by 39%, from 106 to 64 $, and remained at the level of the previous quarter. The number of monthly active users compared to the previous quarter decreased from 18.9 to 17.3 million people. Analysts expected to see 19.8 million people. Quarterly loss amounted to $423 million, or 0,49 $ per share. This is more than the loss expected by analysts in 0,45 $. Что с акциями Убытки, declining user activity and threats from the regulator to ban the sale of transaction data are putting pressure on the broker's shares. And also in the current, in the first quarter of 2022, the company will face a high base effect. A year ago, when did the meme stock boom start, брокер хорошо заработал на трейдерах с Reddit. Now, according to Robinhood, quarterly revenue will be no more than 340 million dollars. It's on 35% less, how …

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Bundle of investment news: consumer trends, YouTube и Luckin Coffee

Euromonitor International suggests, what to earn. Luckin Coffee wants to fool innocent American investors again. Google recognizes, what he can't do in streaming. Disclaimer: when we talk about, that something has grown, we mean a comparison with the same quarter a year earlier.

Netflix shares fell 20% after a slowdown in subscriber growth forecast

20 January Netflix reported for the fourth quarter of 2021. The results were slightly better than expected., but the company gave a weak outlook for the next quarter. In the post-market, shares fell by 20%, to 406 $. Quarterly Results and Forecasts Here's How Netflix's Percentage Changed From Last Year, and Here's What Analysts Expected: revenue - 7,71 (+16%) vs. $7.71 billion; earnings per share - 1,33 (+12%) against 0,82 $; subscribers - 221,84 (+9%) against 221.75 million. Netflix added 8.28 million new subscribers in the fourth quarter. For comparison: in the third quarter, the company forecast an increase of 8.5 million, analysts — by 8.19 million people. Netflix estimates, in the first quarter of 2022, revenue will grow by 10%, up to $7.9 billion, and 2.5 million people will subscribe to the service. Analysts expected 6.93 million new users. According to Netflix, one of the reasons for the slow growth is high competition from other services. The company has previously stated, that start services, e.g. Apple and Disney, will have little effect on growth.. “Consumers have always had a wide choice, but in recent 24 month, competition intensified. All this can affect our dynamics, although we continue to grow in all countries and regions", Netflix said. And the service a week ago raised the cost of a monthly subscription in the US and Canada: basic - with 8 to 9 $, standard - with 14 to 15,5 $, premium subscriptions - from 18 to 20 $. This will help increase revenue from the current user base., but it definitely won't help to cope with the slow influx of new subscribers. Что с акциями Netflix — недешевая компания, in the value of which investors include expectations of future growth. Until recently, the company was valued at 47 annual profits and 8 annual proceeds. Shares of expensive companies have been falling in recent months. Investors fear imminent tightening of policy …

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