Latest Articles
-
Need For Returns: Ditch Electronic Arts Stock For Take-Two Interactive?
Given its better prospects, we believe Take-Two Interactive stock (NASDAQ: TTWO) is a better pick than its peer Electronics Arts stock (NYSE: EA). EA stock trades at a higher valuation multiple of 5.4x revenues, versus 5.1 x for TTWO. Electro...
-
What’s Happening With Centene Stock?
Centene stock (NYSE: CNC) currently trades at $73 per share, roughly 25% below its pre-inflation peak level of $97 seen in August 2022, faring much worse than its peer – Molina Healthcare stock (NYSE: MOH) – which has largely traded sideways ov...
-
Why Salesforce Stock Looks Quite Undervalued
Salesforce stock (NYSE: CRM) has lost 6% YTD, as compared to the 16% rise in the S&P 500 over the same period. Overall, at its current price of $248 per share, it is trading roughly 20% below its fair value of $307 – Trefis’ estimate for ...
-
Is Verizon’s Acquisition Of Frontier A Good Idea?
Wireless behemoth Verizon (NYSE:VZ) announced early Thursday morning that it would be acquiring Frontier Communications – the largest pure-play fiber internet provider in the U.S. – in an all-cash transaction valued at $20 billion. Th...
-
Why Has Tripadvisor Stock Slumped 35% This Year?
Tripadvisor stock (NASDAQ: TRIP) has declined from around $21 at the beginning of the year to $14 now – a 35% fall over a period when the benchmark S&P index grew 16%. In comparison, TRIP’s peer Booking Holdings (NASDAQ: BKNG) h...
-
Swipe Left On Visa Stock, Pick These Alternatives?
If you are a Visa (NYSE:V) investor and have benefited from the stock’s steady rise over the last several years, it may be time to look elsewhere. As of this moment, we find Western Midstream Partners (NYSE:WES) – an energy company fo...
-
Thinking Outside The Box Stock: Time To Pick Alternatives?
If you are a Box (NYSE:BOX) investor and took advantage of its 12% run-up over the past week following its better-than-expected Q2 earnings, it may be time to look elsewhere. As of this moment, we find Fortinet (NASDAQ:FTNT) – a cyber secur...
-
Why Is Boeing Stock Down 7% In A Day?
Boeing stock (NYSE: BA) stock fell 7% on Tuesday, September 3, faring worse than its peer Airbus which was down 4%. The fall in BA stock can primarily be attributed to the recent downgrade from one of the prominent Wall Street research companie...
-
Intel Stock Could Dive To $10
Intel stock (NASDAQ:INTC) is at a low and things could get worse before they get better. Could Intel stock fall to $10 in the next few years from the roughly $20 level it is at currently? Does this sound a bit r idiculous? Consider this ...
-
Why Is Xpeng Stock Down 50% This Year?
Chinese luxury EV maker Xpeng (NYSE:XPEV) delivered a total of 14,036 vehicles in August, up 2.5% compared to last year and up 26% versus last month. This puts the company’s year-over-year growth behind Li Auto (NASDAQ:LI) which saw sales g...
-
Pick Boeing Stock Over GE?
Given its better valuation, we believe that Boeing stock (NYSE: BA) is a better pick than its peer GE stock (NYSE:GE) for the next three years. GE stock trades at a higher multiple of 2.9x revenues, versus 1.3x for BA. GE Aerospace’s be...
-
Costco Stock Has Grown 2x S&P 500 So Far This Year: More Gains After Q4 Results?
Costco (NASDAQ: COST) is scheduled to report its fiscal fourth-quarter results on Thursday, September 5 (Costco’s fiscal year ends in August). We expect Costco stock to likely see little to no movement with revenues and earnings matching ex...
-
MongoDB Stock Up 18% In A Day: Return To $500 In Sight?
Could MongoDB stock (NASDAQ:MDB) regain $500 in a year? Not too far-fetched a possibility, given that MongoDB stock was trading at around $500 levels at the end of February – just six months ago. Since then the stock has nosedived by about...
-
Can Budget Brands Firefly & Onvo Reverse Nio Stock’s 60% Decline?
Chinese luxury electric vehicle maker Nio stock (NYSE:NIO) delivered a total of 20,176 vehicles for August, up just about 4.4% versus the same quarter last year. While Nio’s performance was well behind rival Li Auto (NASDAQ:LI) which saw sa...
-
Pick Pepsi Stock Over Coca-Cola?
Given its better valuation, we believe PepsiCo stock (NYSE: PEP) is a better pick than its peer, Coca-Cola stock (NYSE: KO). PEP stock trades at 21x forward earnings, versus 25x for KO. Coca-Cola’s superior revenue growth and profitabil...
