Facebook Stock Forecast: FB Has A Tailwind From COVID-19 Pandemic

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:

  • The mandatory stay-home quarantine act of many countries is a big boost to Facebook’s advertising business.
  • Offices and schools have been shuttered. Students, employees, and everybody else are now forced to stay at home. People will entertain themselves by spending more time on Facebook and Instagram.
  • The more people who spend longer times on Facebook-owned websites and apps, the better it is for Facebook’s $20.74 billion/quarter ad business.
  • One or two months of quarantines will no doubt boost Facebook’s H1 2020 ad revenue.
  • Stay-home quarantines also benefit Facebook’s Workplace service and Portal TV product.

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Google Stock Forecast: Why Google Deserves A Price Target Of $1,700

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

  • YouTube is a fast-growing driver for Google’s core advertising business. It made $15.1 billion in ad revenue last year.
  • YouTube’s paid streaming service now also has $3 billion in annual run rate. YouTube’s TV and music paid streaming have more than 20 million customers.
  • Android gaming is also a strong growth driver for GOOGL.
  • The Fitbit acquisition should help attract more healthcare providers, insurance companies, hospitals, clinics, and doctors to use Google Cloud AI services.
  • The global healthcare industry is much bigger than digital advertising. Research and Markets estimate that this industry will grow to $11.9 trillion industry by 2022.

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Intel Stock Forecast: Why Intel Deserves A Price Target Of $75

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:

  • The consensus 12-month price target at TipRanks is only $67.02. This is likely due to incorrect anxiety over the corona-virus outbreak.
  • You should go long INTC now because the corona-virus outbreak in China will help this stock reach $75 this year.
  • All of Intel’s factories or x86 processor fabs are located outside of China. There won’t be any suspension in Intel’s production.
  • It is fabless AMD that is suffering from the suspension of factories in China. A short supply in Ryzen processors will compel more PC vendors to go all-Intel.

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Adobe Stock Price Forecast: Why Adobe’s Stock Might Hit $380 Next Month

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 reiterate the buy rating I gave Adobe last October 4. 
  • Adobe’s stock is now trading 33.33% higher than October 4’s closing price of $276.96. 
  • You can do some profit-taking now or wait until ADBE hits $390.
  • My fearless forecast is Adobe will again report record numbers next month. My guestimate is  Adobe will report Q1 revenue of $3.1 billion and GAAP EPS of $1.85.
  • If my Q1 prediction proves true, ADBE can hit $380 by end of March.

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Facebook Stock Forecast: Instagram’s Fast-Growing $20 Billion/Year Advertising Business Makes Facebook A Buy

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:

  • Bloomberg reported last week that Instagram generated around $20 billion in advertising revenue in 2019.
  • Facebook’s total FY 2019 ad revenue was $69.66 billion. Instagram is now therefore contributing 28.71% to Facebook’s annual ad revenue.
  • Statista estimated that Instagram’s Q4 2019 revenue was $6.8 billion. This is 4x higher than Q4 2017’s $1.5 billion.
  • Instagram’s fast-growing revenue stream is why I have a 90-day price target of $240 for Facebook’s stock.
  • FB deserves higher valuation. Global digital ad spending is still growing at more than 17% CAGR.

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MU Stock Forecast: Micron Deserves A 90-Day Price Target of $65

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:

  • Micron’s stock dipped more than 3% last Friday due to concerns over the new coronavirus outbreak in China.
  • In spite of this price decrease, MU still trades higher than $48.60. That was MU’s price during my last buy recommendation for it last September 26.
  • Micron’s new LPPDR5 for smartphones is now in mass production. Xiaomi’s Mi 10 and Mi 10 Pro will come equipped with Micron’s LPDDR5. Other 2020 phones will shortly follow.
  • LPDDR5 is 50% faster than LPPDR4x. It is also up to 30% more energy efficient. LPPDR5 will definitely become the new standard for smartphones and tablets this year.
  • In spite of the stock market’s anxiety over the new coronavirus outbreak, I Know First still is very bullish on Micron’s stock.

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Microsoft Stock Forecast Based On a Predictive Algorithm: Why MSFT Can Hit $205

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:

  • Microsoft’s stock was trading below $145 when I made my October 27 buy recommendation. The stock is now priced above $183.
  • I am still endorsing MSFT as a buy. My new 12-month price target for this stock is $205.
  • Microsoft continues to rule the $101 billion/year enterprise SaaS market.
  • The SaaS market has still a lot of room to grow. The entire software industry is worth $450 billion/year.
  • Lack of serious competition means Office 365 and desktop Microsoft Office will remain top-grossing software products.

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TSM Stock Forecast: Raise Your Winning Bets On Taiwan Semiconductor

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:

  • Taiwan Semiconductor Manufacturing Company’s stock has a 1-year price return of more than 38%.
  • I’m still endorsing TSM as a buy. The recent out of court settlement with GlobalFoundries insured that chip foundry customers of Taiwan Semiconductor have nothing to worry about.
  • Smartphone sales are peaking but stronger PC shipments is a tailwind for Taiwan Semiconductor.
  • The absence of competition from GlobalFoundries is a tailwind for TSM.
  • Next year’s rollout of 5-nm process will increase TSM’s chip manufacturing lead over Intel and Samsung.

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