Latest Stock Market Analysis
Read articles on stock valuation based on stock market news. Below is a list of stock market articles sorted by date.
- Outbrain is the leader of the content recommendation market, with a 25% share.
- The company generated revenues of $260M in 2014 with an 80% annual CAGR.
- Outbrain is valued at a very appealing PS multiple that will attract a high demand for the IPO.
- Within a reasonable price range, this is an attractive IPO to participate in.
- Akamai earnings for Q1 2015 are due to be reported on 28 April 2015.
- Akamai's revenue growth is expected to slow compared to record levels seen in 2014.
- Net margins could contract in the absence of US federal R&D tax credits.
- Yandex is down by about 36% YTD, in spite of the 27% recent rally in stock price.
- Yandex valuations are attractive going into Q1 earnings, with a strong upside potential.
- However, the macro economic uncertainties surrounding the Russian economy, make it a risky bet right now.
- Twitter's user growth has slowed significantly and user engagement has declined.
- Twitter's revenue growth could become a function of growth in user monetization rates.
- Twitter's revenue growth could slow to just over 60% in 2015.
- Analysts expect to see a Y/Y decline in Yahoo's revenue and Non-GAAP EPS.
- Yahoo's search share gains in the US could serve as a tailwind.
- Yahoo's display ad-revenue growth and mobile share of revenue will be watched.
- Google has been struggling in the social media market for years and an acquisition could help them gain a significant market share.
- As another in-house development is not an option for Google, acquisition is its last resort.
- Twitter is the only available social media site that could benefit Google significantly to justify such a move.
- Baidu delivered the best revenue growth in 2014.
- Yandex was the most profitable of the three companies.
- Baidu's stock gained by 40% while Yandex has fallen by as much in the last 12 months.
- Valuations of the three stocks offer opportunities for different sets of investors.
- Yandex valuations are attractive, but the stock is risky bet right now.
- Vipshop has returned 5000% in 3 years, more than 5 times Amazon's 10 year return.
- Vipshop has delivered stellar revenue, user and order growth.
- Vipshop is profitable, but gross margin expansion will make it a compelling investment option.
- TripAdvisor's stock has fallen by 23% since June 2014.
- TripAdvisor has shown improved growth trajectory and reduced dependence on ad-revenue.
- Given TripAdvisor's dwindling profit margins, a PE of 52 is steep.
- A web-services provider and domain registration leader, GoDaddy went public last week.
- The 18-year-old company presents little revenue growth, a negative bottom line, and huge long-term debt.
- GoDaddy shows almost no technological innovation and doesn’t try to reach out of the highly competitive, low margin web services market.
- At this point, investors should avoid GoDaddy’s stock.
- Google is expected to report its Q1 2015 earnings on 14 April 2015.
- Google's lost search share in the US could be a potential headwind.
- Google's Play store search ads could be the big ticket positive.
- Google is the leading operating system provider in most consumer electronics markets.
- The low-cost Chromebook and new disruptive initiatives are Google’s attempts to gain significant market share in the PC market.
- The convergence of Google’s dual open source operating system and challenging Windows' low-end segments should drive Chromebook sales in the upcoming years.
- A 4.2% market share in the PC market in 2017 should put Google on the right track to completing the missing piece of the Android ecosystem.
- Baidu is financially robust, and the stock has fallen providing an investment opportunity.
- Even using conservative revenue estimates & valuation multiples, Baidu has upside potential.
- Baidu valuations indicate a 19% to 34% upside potential.
- Akamai's revenue growth has taken the company to a higher growth trajectory.
- Akamai's operating and net margins are stable, and gross margins are expanding.
- Our Akamai stock analysis assigns the stock a buy rating.
- LinkedIn's revenue guidance for Q1 2015 implies a steep slowdown in growth and the first sequential decline in revenue.
- LinkedIn has traditionally beaten its own guidance by about 5%.
- If the trend continues, LinkedIn's Q1 2015 revenue should come in at $653 million.
- LinkedIn could end up beating analyst estimates by 2.6%, compared to a 4% beat in Q4 2014.
- BlackBerry handsomely beats earnings estimates, misses heavily on revenues.
- Revenue shortfall largely due to declining revenue from handset segment.
- Operating cash flows positive for the fourth consecutive quarter.
- Amazon's stock has returned over 1000% over 10 years.
- Amazon's revenue growth has been exceptional and valuations aren't expensive.
- Amazon's lack of profitability even after 20 years as a public company, raises concerns.
- Facebook has over a billion active users on mobile.
- Facebook's revenue generation on mobile will drive future growth.
- Facebook's user engagement and monetization on mobile augurs well for future growth.
- Mobileye is one of the hottest names in the autonomous vehicles market.
- The collision avoidance system developer grows its top line at an impressive rate from currently selling its products to top notch automakers.
- Mobileye tries to become the industry standard for camera-based collision avoidance system.
- While in the long-term Mobileye withholds significant potential, in the short-term it is a risky investment heavily impacted by speculations of its position in the autonomous vehicles market.
- Twitter's stock based compensation expenses have exceeded $1 billion since its IPO.
- Since Twitter's IPO, the number of outstanding shares has risen by about 74%.
- Twitter's earnings per share dilution is a risk that investors shouldn't ignore.
At Amigobulls, we believe in fundamental stocks analysis. Our stock valuation comprises of studying a company's financials, its historical performance, and how it fares against its competitors. We believe that a person is not investing if he does not study a firm's fundamentals and the industry it belongs to, does thorough checks, understand the business performance, growth potential and the risks associated with the business. This kind of stock research primarily depends on studying financials. Apart for that, this kind of research needs to be supplemented with a sound understanding of difficult to gauge parameters or the qualitative aspects of a company like the management behind the business, intangibles like the company's goodwill, industry cycles etc. because numbers alone do not define the success of a company.
We do all of this for you and present in-depth articles which cover all these important aspects. We present our stock analysis with detailed arguments and easy to understand charts which paints a clear picture as to whether the company makes for a good investment or not. Read our articles for good investment advice and to understand the key drivers of your favorite stocks.
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