DIS Stock Forecast: Rapid Growth In Streaming Validates Disney’s High Valuation

August 16, 2021

motek 1The DIS stock forecast was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Congratulations to those who heeded my April 12, 2020 buy recommendation for Disney’s stock. You can cash out the +72% return of DIS since that day.
  • DIS now touts higher valuation ratios than NFLX. The rapid growth of Disney+ is making investors supremely optimistic.
  • Disney+ was launched in November 2019. It now has 116 million subscribers. Disney-owned Hulu and Hulu + Live TT have 42.7 million subscribers. ESPN+ has 14.9 million subscribers.
  • The ongoing pandemic will further accelerate Disney’s growth in paid streaming. It could end 2021 with 190 million streaming customers.
  • Disney has a decent balance sheet and net operating cash flow. It can certainly produce more original content for Disney+ and Hulu.

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PayPal Stock Forecast: PayPal Is Still The Best Bet On The $6.68 Trillion Digital Payments Industry

August 16, 2021

motek 1The PayPal stock forecast was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • The high valuation ratios of PayPal’s stock are justified. PayPal is still the king of digital payments.
  • The total transaction value of global digital payments is $6.68 trillion. At 12.01% CAGR, it will be worth $10.517 trillion by 2025.
  • PayPal’s Q2 2021 said its total payment volume was $311 billion (+40% Y/Y). This is higher than Q1’s total payment volume of $285 billion (+50% Y/Y).
  • Seeking Alpha’s Quant Rating algorithm has a Neutral outlook for PYPL. I Know First’s stock prediction algorithm has a very bullish 1-year trend score for PYPL.
  • I heed the prediction of I Know First. PYPL is a buy and I give it a 1-year PT of $320.

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TXN Stock Forecast: a Semiconductor Pioneer with Sustainable Growth

August 16, 2021

motek 1This TXN stock forecast article was written by Yutong Li – Analyst at I Know First, Master's candidate at Brandeis University.

Highlights:

  • TXN stock has grown by 16.3% since January 2021
  • The company has a strong financial footing with an ROE of 72.49% and an operating margin of 46.34%, outperforming 99.15% and 98.56% of companies in the semiconductor industry
  • With Texas Instruments’ wide product range, expanding manufacturing capabilities, and its strong financial position, the target price for TXN will hit $220 for the upcoming year

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    Microsoft Stock Forecast: Take Your Profits On Microsoft ASAP

    August 10, 2021

    motek 1The Microsoft stock forecast was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

    Summary

    • The artificial intelligence algorithms of Seeking Alpha and I Know First give Microsoft’s stock a Neutral outlook.
    • You can hold on to your MSFT or be proactive and take your profits now. MSFT’s YTD gain is already +30.14%.
    • Growing government crackdown in China will inspire Alibaba Cloud and Tencent Cloud to expand their international markets. They can steal customers from Azure.
    • There’s a rising global crisis over the Delta variant of the COVID-19 virus. People are again suffering under new lockdown rules.
    • Microsoft is relatively overvalued against its faster-growing peers.

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    MARA Stock Forecast: an Early Mover in the Cryptocurrency Field with Growing Mining Power

    August 8, 2021

    motek 1This MARA stock forecast article was written by Yutong Li – Analyst at I Know First, Master's candidate at Brandeis University.

    Highlights:

  • MARA stock has grown by 211.08% since January 2021
  • Marathon Digital Holdings Inc. has raised $212 million of cash, up by 50.0% quarterly
  • The company has competitive financial ratios with a net margin of 572.60% and a current ratio of 219.27, outperforming 97% and 96% of companies in the capital markets industry
  • With Marathon’s improvement in its mining power and a solid financial position, the target price for MARA will hit $40 for the upcoming year

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    Facebook Stock Forecast: Why Facebook Deserves A Price Target of $430

    August 3, 2021

    motek 1The Facebook stock forecast was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

    Summary

    • Facebook’s stock price is +55% since my May 24, 2020, bullish recommendation for it. I am again endorsing it as a buy. FB is much cheaper than TWTR and AMZN.
    • The impressive Q2 2021 beat convinced me Facebook’s stock deserves a price target of $430. This is slightly higher than TipRanks’ average PT of $416.07.
    • Q2 revenue was $29.07 billion (+55.5% Y/Y), beats by $1.1 billion. Q2 EPS was $3.61 (+100.6% Y/Y), beats by $0.61. The operating margin was 43%, higher than Wall Street’s expectation of 37.6%.
    • Cheap 5G smartphones and accelerated 5G network deployments are long-term catalysts for Facebook.
    • Facebook Video is now giving YouTube stiff competition in the $70 billion global online video advertising industry.

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    Amazon Stock Forecast: Why I Still Have A $3,700 Price Target For Amazon

    August 2, 2021

    motek 1The Amazon stock forecast was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

    Summary

    • Amazon’s Q2 report on July 30 did not beat Wall Street’s revenue estimate. The stock price dropped by -7.57%.
    • Q2 revenue was actually impressive at $113.1 billion (+27% Y/Y). This is lower just $2 billion lower than Wall Street average expectation of $115 billion.
    • Let us focus more on the EPS beat. Wall Street expected only $12.22 but Amazon’s Q2 EPS was $15.22. Amazon is apparently prioritizing net income margin now.
    • The Alpha, Beta, Delta variants are forcing even vaccinated people to again stay at home and do more online shopping, online gaming, and online streaming.
    • Amazon Web Services’ Q2 revenue was $14.81 billion, up +37% Y/Y.

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