CHWY Stock Forecast: What’s the Pawtential?

July 18, 2022
Yu YaoThis CHWY Stock Forecast article was written by Yu Yao – Financial Analyst at I Know First.

Summary

  • Chewy Turned Profitable in Q1 FY2022
  • CHWY May Provide Some Protection from Recession
  • DCF Valuation Model Indicates 15% Upside Potential in 1 Year

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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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eBay Stock Forecast: The Undervalued Stock That Will Grow into Post-pandemic

July 9, 2020
Chloe PengThe article was written by Chloe Peng, Analyst at I Know First., Master of Science of Finance candidate at Brandeis University.

Summary:

  • eBay stock price increased by 59.31% in the past 6 months, benefitting from the global pandemic.
  • The online retail market size is expected to grow to $6.5 trillion in 2023 and eBay rises as the second most popular company in the industry.
  • eBay is currently undervalued and I have a 1-year target price of $75.

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Shopify Stock Forecast: Why Shopify Has Bloated Valuation

June 15, 2020
motek 1The article 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

  • There’s an ongoing global pandemic and yet Shopify touts a YTD price return of 86.77%. This is in spite of Shopify’s continuing net losses.
  • The rapid ascent of SHOP this year has given it bloated valuation ratios. This goes to show that investors strongly believe in the momentum growth potential of Shopify.
  • Shopify now touts a TTM Price/Valuation ratio of 49.21. This is much higher than Adobe’s 16.31. Adobe is the parent firm of Shopify’s rival, Magento.
  • The super optimism over SHOP is due to its outstanding 5-year revenue CAGR of 69.48%. Profitability will eventually come to Shopify once it reaches peak maturity.
  • Shopify has a healthy balance sheet. Its total cash is $2.36 billion and has no debt. Shopify can therefore a few more quarters of negative levered free cash flow.

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Amazon Stock Forecast: 2020, A “Prime” Investment year

June 8, 2020

This AMZN stock forecast article is written by Hao Liu, Financial Analyst at I Know First.

Summary:

  • Various growth verticals together with new market penetrations will allow Amazon emerge from the pandemic stronger.
  • The company will face challenges but they are estimated to be manageable.
  • Despite a potential bearish scenario in the short term, we recommend BUY AMZN in the long term.

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eBay Stock Forecast: Competitive as Ever in the World of E-commerce

June 26, 2019
Whitney
The article was written by Whitney Su, a Financial Analyst at I Know First.

Summary:

  • eBay delivered an EPS of $0.67 for Q1 2019, up 26% versus prior year, and it is the fourth consecutive quarter of double-digit EPS expansion. This value is expected to grow with eBay’s plan of share repurchases.
  • eBay's expansion into Japanese and Indian markets will target more users.
  • With a focus on improving the platform’s user-friendliness, eBay is sure to maintain its user base and attract more.
  • I give eBay a bullish long-term forecast given the points above. eBay adjusted its EPS and revenue output for the year given strong Q1 2019 performance. eBay is currently priced at 39.02.

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BABA Stock Forecast: Why You Should Raise Your Bets on Alibaba

November 15, 2018

motek 1The article 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:

  • I recently increased my position on Alibaba. This Chinese e-commerce industry leader’s rapid growth story is not going to end anytime soon.
  • China’s economy is slowing down but Chinese customers still bought more than $30 billion worth of goods in 24 hours during Alibaba’s Singles’ Day last November 11.
  • Alibaba’s annual/quarterly revenue is still growing. The trade war tension started by President Trump is not slowing down Alibaba.
  • Aside from its India expansion, Alibaba is also expanding fast in South East Asia. It’s subsidiary, Lazada remains the top e-commerce online store in South East Asia.
  • Alibaba is now the third-biggest vendor of smart home speakers. Smart home speakers can drive more repeat online purchases.

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