$DAL Barclays: U. S. travel demand is recovering rapidly, raising its Delta Airlines price target to $60 $TWTR Oppenheimer: Downgraded Twitter to "flat on the market" and cancelled its $60 price target $GOOGL MKM Partners: Keep its "buy" rating on Google down to $3,300 $WIMI EvaluateResearch: "buy" rating with $7 latest price target for WIMI Hologram Cloud
$TWTR Oppenheimer: Downgraded Twitter to "flat on the market" and cancelled its $60 price target $GOOGL MKM Partners: Keep its "buy" rating on Google down to $3,300 $WIMI EvaluateResearch: "buy" rating with $7 latest price target for WIMI Hologram Cloud %IBM Morgan Stanley: upgraded IBM to "overweight" and raised its price target to $150 from $147 $JPM Argus: Jpmorgan Chase Q1 performance lowered its price target to $155 and maintained its "buy" rating based on the macro environment.
Whilst I'm bullish on $GOOGL, I can't help but worry that even if the numbers come in above consensus, it'll be the outlook that could possibly send shares lower tomorrow. If that's the case, I'll definitely be adding to my position to capitalise on the fear. Nevertheless, I reckon the following metrics could determine which way the stock swings, assuming revenue and earnings fall in line with expectations.
1. Operating margin. I reckon this could be key. If Alphabet manages to maintain or improve its margins, it shows that the company's comfortably passing cost onto consumers without any issues. This would give investors confidence that the company's able to weather the inflationary storm.
2. Cloud. If it surges towards profitability, we could see a couple of defensive positions being taken, given the inelastic demand for cloud.
3. Search. Given that the bulk of Google's revenue stems from there, investors would love for that to remain unmoved. That being said, I think investors should be relatively forgiving in other regions, provided it doesn't impact headline revenue.
4. 20-1 split. Whilst the split was announced in the last quarter, it's still subject to board approval. So getting clarify/confirmation on this could be a catalyst to send the share price higher or lower.
5. Outlook. The most important one, and one everyone's hoping will come in above analysts' estimates.
One of the best investments anyone can make. $GOOGL is one of those innovative technology companies that makes the world go round. The relevance of $GOOGL will only increase with further reliance on stuff like the internet of things, cloud computing and AI, while YouTube has pretty much replaced old TV.
Keep a close eye on $GOOGL - they get less media attention than Amazon, Tesla, Meta and other big players, yet they seem to be a true dark horse of this race to own the future.
D
Better hope $APPL and $GOOGL report good earnings next week or we have another bad week ahead of us.
$googl $goog Are there any currently available indicators regarding google likely Q1 actuals and Q2 forecasted ad revenue results? Are option put, call volumes pointing toward a most likely share price drop or increase after earnings?
Just bought more shares for my grandson's UTMA. $lcid along with $Googl, $Tqqq and $Amzn will make for a great 18th birthday gift. Many years to grow!!!!
M
$bac $jpm $ms $gs What the investment case for owning bank stocks like Bank of America and JP Morgan? Do either have potential to double or triple, and split shares like $googl, $aapl, $msft; or does one just own for stability and dividends, and not expect bank stocks to beat the s&p500 over 10 years? Ditto for Morgan Stanley and Goldman Sachs? I am long jpm, ms, but hesitant to add more. Your thoughts?
$GOOGL MKM Partners: Keep its "buy" rating on Google (GOOGL) down to $3,300 $NIU Jefferies: Mavericks Electric (NIU) " Hold rating with $10.50 target. $WIMI EvaluateResearch: "buy" rating with $7 latest price target for WIMI Hologram Cloud(WIMI) $TWTR Oppenheimer: Downgraded Twitter (TWTR) to "flat on the market" and cancelled its $60 price target
They will probably pump the market as usual in the end of the day... Don't fall for it except if you're a scalper. $fb $msft $tsla $mcd $nvda $appl $googl
$TWTR Oppenheimer: Downgraded Twitter to "flat on the market" and cancelled its $60 price target
$GOOGL MKM Partners: Keep its "buy" rating on Google down to $3,300
$WIMI EvaluateResearch: "buy" rating with $7 latest price target for WIMI Hologram Cloud
$GOOGL MKM Partners: Keep its "buy" rating on Google down to $3,300
$WIMI EvaluateResearch: "buy" rating with $7 latest price target for WIMI Hologram Cloud
%IBM Morgan Stanley: upgraded IBM to "overweight" and raised its price target to $150 from $147
$JPM Argus: Jpmorgan Chase Q1 performance lowered its price target to $155 and maintained its "buy" rating based on the macro environment.
1. Operating margin. I reckon this could be key. If Alphabet manages to maintain or improve its margins, it shows that the company's comfortably passing cost onto consumers without any issues. This would give investors confidence that the company's able to weather the inflationary storm.
2. Cloud. If it surges towards profitability, we could see a couple of defensive positions being taken, given the inelastic demand for cloud.
3. Search. Given that the bulk of Google's revenue stems from there, investors would love for that to remain unmoved. That being said, I think investors should be relatively forgiving in other regions, provided it doesn't impact headline revenue.
4. 20-1 split. Whilst the split was announced in the last quarter, it's still subject to board approval. So getting clarify/confirmation on this could be a catalyst to send the share price higher or lower.
5. Outlook. The most important one, and one everyone's hoping will come in above analysts' estimates.
The Investors are buying and the traders are selling.
An additional $70B stock buyback is extraordinary with over $100B in cash.
It's going to be great to sell Out Of The Money Calls after the split.
L'chaim
Reply
The Investors are buying and the traders are selling.
An additional $70B stock buyback is extraordinary with over $100B in cash.
It's going to be great to sell Out Of The Money Calls after the split.
L'chaim
Keep a close eye on $GOOGL - they get less media attention than Amazon, Tesla, Meta and other big players, yet they seem to be a true dark horse of this race to own the future.
$msft $fb $googl $aapl
MKM Partners: Keep its "buy" rating on Google (GOOGL) down to $3,300
$NIU
Jefferies: Mavericks Electric (NIU) " Hold rating with $10.50 target.
$WIMI
EvaluateResearch: "buy" rating with $7 latest price target for WIMI Hologram Cloud(WIMI)
$TWTR
Oppenheimer: Downgraded Twitter (TWTR) to "flat on the market" and cancelled its $60 price target