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.

New forecasting serviceRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

Micron Stock Forecast: Windows 11 And Chia Crypto Miners Are Tailwinds For Micron

August 2, 2021

motek 1The Micron 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

  • In spite of the 3-month price slide of -12.18%, Micron’s stock is still +46.7% since my July 28, 2020 buy recommendation.
  • Work-from-home and learn-from-home are still the new normal. More infectious variants of COVID-19 renew the pandemic tailwind for Micron.
  • Nascent Chia cryptocurrency mining is a very promising tailwind for Micron.
  • Windows 11 is a solid tailwind for the server and PC DRAM industry.
  • The low-margin-on-hardware smartphone success of Xiaomi and BBK Electronics is also beneficial to mobile DRAM vendors like Micron.

New forecasting serviceRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

Apple Stock Forecast: Impressive Q3 EPS/Revenue Numbers Made Apple A Strong Buy

July 28, 2021

motek 1The Apple 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

  • Apple’s stock is +14.4% since my December 21, 2020, take-your-profits recommendation.
  • I am AAPL as a buy because of its big beat on Q3 numbers.
  • For its third quarter, Apple’s EPS was $1.30 and its revenue was $81.4 billion. These figures top Wall Street’s estimates of $1.01 EPS on sales of $73.5 billion.
  • Stronger sales and growing net income fortify Apple’s eight consecutive years of dividend growth.
  • The more infectious variant of the COVID-19 virus is an indirect tailwind to Apple’s Services business. The Services segment’s Q3 revenue was $17.5 billion (+32% Y/Y).

New forecasting serviceRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

KODK Stock Forecast: The $400.46 Billion Commercial Printing Industry Is A Tailwind For Kodak

July 27, 2021

motek 1The KODK 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

  • KODK’s stock has downward momentum but I Know First’s AI-powered stock prediction algorithm is bullish.
  • I prioritize I Know First’s algorithm over the pessimistic emotions of investors who have been pummeling KODK’s price down for the past 6 months.
  • Kodak does not need any U.S. government loan to expand to pharmaceuticals.
  • Kodak can survive and prosper solely on its core printing and chemicals businesses.
  • Bad management does not make Kodak a bad company.

New forecasting serviceRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

GOOGL Stock Forecast: Unchallenged Leadership in Advertising Will Boost Google To $3,000

July 24, 2021

motek 1The GOOGL 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

  • GOOGL’s stock price has shot up over +90% since my June 2020 buy recommendation.
  • I am still rating GOOGL as a buy. Exuberant investors are already boosting GOOGL’s price even before it does its Q2 ER.
  • The Delta and other current and upcoming COVID-19 variants will continue to boost the digital and mobile advertising business of Google.
  • Learn-from-home and work-from-home are again the new normal because vaccinated people still get infected by new variants of the COVID-19 virus.
  • Politicians are compelling telcos to put up 5G cellular towers even in rural impoverished towns. Increased 5G deployment and cheap 5G smartphones are a tailwind for Google.

New forecasting serviceRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

AMZN Stock Forecast: The Company that Continues Disruption

July 24, 2021

motek 1This AMZN stock forecast article was written by Nicole Shammay – Analyst at I Know First.

Summary:

  • The latest feature on the Amazon Shopping App, miniTV
  • Companies acquiring Amazon businesses push capital up to $7 billion since 2020
  • Amazon’s key numbers ensure various growth opportunities
  • I project a target price of $4,400 on a year-horizon

premiumRead The Full Premium Article
Subscribe to receive exclusive PREMIUM content here

Premium

Netflix Stock Forecast: The Expansion To Video Games Can Boost NFLX to $600

July 22, 2021

motek 1The Netflix 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

  • My July 2020 take-your-profits recommendation for Netflix was correct. Netflix’s stock is now trading below $515.
  • Going forward, the recent announcement that Netflix is expanding to video games convinced me this stock is worth buying again.
  • In-app purchases from Netflix-developed mobile games can offset the big slowdown in subscriber growth.
  • Bundling free-to-play mobile games with subscription plans help Netflix retains the loyalty of its 208 million subscribers.
  • Netflix will likely maintain its $17 billion/year on producing original TV shows and movies. However, it will also allocate a few billion to game development.

New forecasting serviceRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

PDSB Stock Forecast: Growing Pipeline Brings Results Driving Target Price To $20

June 17, 2021

NicoleThis PDSB stock forecast article was written by Nicole Shammay – Analyst at I Know First.

Summary:

  • PDSB releases interim data for clinical study revealing 67% tumor reduction
  • Announcement of oncology research and development day  
  • PDS Biotechnology deserves a one-year target price range of $17 to $20

premiumRead The Full Premium Article
Subscribe to receive exclusive PREMIUM content here

Premium
Pages:1234567...33»