Original Market News & Research
About the AuthorsILMN
Oct 23, 2018 -
Spotlight Top Pick Illumina (ILMN) reported earnings after the bell, and it was a beat and a raise across the board.
We added Illumina to Top Picks on 6-Apr-16 for $168.36. The stock is trading at $313.80, up 86.4% as of this writing.
INTC
Oct 23, 2018 -
Intel Corporation (NASDAQ:INTC) has been decimated by the reality that the PC market is shrinking, and while is has made a wonderful move to the Cloud to recapture that lost revenue, now fears surround its ability to deliver the goods with Advanced Micro Devices (AMD) on its heels. The fear hit a fever pitch just a few month ago when reports came out that Intel was finding its 10nm process node shrink neither easy nor cheap. But now the narrative is gently changing -- we said gently. Perhaps Intel isn't going to be as far behind as expected in the 7nm market, and perhaps buyers will have more patience.
This earnings release will focus on the numbers, as they always do, but the guidance will be the focus. Intel must answer questions about its lag in the 7nm market and when it will be back, if ever, as the technology leader in the space.
Some questions will persist around its GPU product, but for now, that market is so utterly dominated by Nvidia, it's likely a non starter,
TWLO
Oct 22, 2018 -
Twilio Inc (NYSE:TWLO) has earnings due out 2018-11-06, after the market closes. As always, the results relative to analyst estimates as well as guidance will drive the stock. We do note how tight the range is for revenue and EPS estimates, meaning either Wall Street has this name figured out, or this is room for a surprise. We'll see below that the difference between the average current estimate for revenue and the highest estimate is just $1.7 million different on a $150+ million piece of data. The same goes for EPS estimates -- very tight which means a very accurate Wall Street or room for a surprise.
Ultimately those who know the stock wil be looking for news on the uptake of Twilio Flex, the contact center application platform.
The size of the developer community is another data point to watch, and of course, the two revenue drivers: new customer acquisition, and the amount current customers are growing. It's this two headed giant for revenue growth that has Twilio bulls so
ROKU
Oct 22, 2018 -
Roku (NASDAQ:ROKU) has earnings due out 2018-11-07, after the market closes. While the results relative to analyst estimates as well as guidance will drive the stock, there's also a little detail in the estimates that we must address. Listen up, next quarter's guidance is expected to leave the company with its first ever positive EPS. Yes, Roku is expected to turn a profit next quarter on an adjusted EPS basis. Along with the numbers presented below, note that Smart TV maker TCL, which licenses Roku's operating system, has now become the second largest Smart TV seller in North America, according to its own earnings release in Hong Kong. That means ROKU now has not only the best selling smart TV stick / box, but now powers the second best selling actual Smart TV (glass and metal).
Roku further powers the "glass and metal" Smart TVs made by Element, Hisense, Hitachi, Insignia, RCA, and Sharp.
Finally, this is the first quarter were we should hear results and guidance surroundin
AMZN
Oct 22, 2018 -
Amazon Inc (NASDAQ:AMZN) has earnings due out on Thursday 2018-10-25 after the market closes. Below we present the consensus earnings estimates and some high targets that would likely move the market.
TSLA
Oct 18, 2018 -
According to Electrek, Tesla hasn't quite come down to its promised $35,000 Model 3 car, yet, but it has announced a new mid-range $45,000 car.
ASML
Oct 17, 2018 -
ASML Holding reported third quarter results today, and beat EPS, revenue and guidance estimates. This is the second large chip related company that has beaten earnings in the last 24 hours, the first was Lam Research (LRCX).
NFLX
Oct 16, 2018 -
Netflix reported third quarter results today, and while revenue and EPS were a bit of a mixed bag, the news is that subscriber growth is coming in well higher than anticipated and that has the stock higher in the after hours trade.
ROKU | GOOGL
Oct 04, 2018 -
Even after a stellar Q2 reporting period, ROKU's app popularity on the iPhone and Android rose again from Q2 to Q3. Further, the competitive attack from Amazon has brought out another tech giant -- Google and Roku have partnered.
TTD
Sep 27, 2018 -
Spotlight Top Pick The Trade Desk (TTD) announced its "Next Wave platform" in August, but now Wall Street is picking up on the possibility that this could in fact be the launching point for The Trade Desk like the iPhone was for Apple.
NVTA
Aug 15, 2018 -
Invitae is trying to set itself up as the Amazon of genome sequencing by making the process of ordering medical-grade tests so easy and cheap that testing for genetically inherited diseases becomes as simple as ordering books online.
ROKU | FB
Aug 09, 2018 -
Spotlight Top Pick Roku (ROKU) beat earnings, turned a surprise profit, beat guidance, and rose sharply on the news.
But the company's direction is becoming clear - it wants to be the Facebook of TV, and it's working.
May 27, 2018
Ophir Gottlieb
Ophir Gottlieb
AAPL | GOOGL | AMZN | MSFT
Apr 27, 2018
Ophir Gottlieb
Ophir Gottlieb
GOOGL | AAPL | FB | AMZN | GOOG
Apr 03, 2018
Ophir Gottlieb
Ophir Gottlieb
GOOGL | TSLA