20 cloud stocks expected to increase sales the most over the next two years

MarketWatch2021-08-06

Cloud ETFs are close to record highs, propelled by a rally in the sector Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto) U.S. investors ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

ALearner
2021-08-10
ALearner
Good article 😁
FrazerEr
2021-08-08
FrazerEr
👍🏻
WangZhai
2021-08-07
WangZhai
Good morning everyone
- 宝宝果果:
  Morning
- FrazerEr:
  Hey
Sheryl04
2021-08-07
Sheryl04
Pls like! [Cool]
- DMC8:
  Okay
KSLeck
2021-08-07
KSLeck
Cloud will still have high demand in near future.
LameDude
2021-08-07
LameDude
Like

发表看法

474

938

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1155656235?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-08-06 13:21","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1155656235","market":"us","top_or_hot":-1,"title":"20 cloud stocks expected to increase sales the most over the next two years","media":"MarketWatch","content":"<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">网页链接</a>\n\n</div>\n","source":"lsy1603348471595","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SE","symbol_name":"Sea Ltd","start_time":0,"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","article_id":"1155656235","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","pubTimestamp":1628227304,"sourceInfo":{"source_id":"lsy1603348471595","name":"MarketWatch"},"weMediaInfo":null,"summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SE":"Sea Ltd","MELI":"MercadoLibre","LC":"LendingClub","ZG":"Zillow Class A","VCYT":"Veracyte Inc","DKNG":"DraftKings Inc.","KC":"金山云","PINS":"Pinterest, Inc.","SHOP":"Shopify Inc","PDD":"拼多多","OKTA":"Okta Inc.","TSLA":"特斯拉","ADYEY":"Adyen N.V.","SKLZ":"Skillz Inc","SQ":"Block","TDOC":"Teladoc Health Inc.","ROKU":"Roku Inc","Z":"Zillow","CRWD":"CrowdStrike Holdings, Inc.","SNAP":"Snap Inc","COIN":"Coinbase Global, Inc."},"translate_title":"20支云股预计未来两年销售增幅最大","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ROKU":0.9,"ZG":0.9,"Z":0.9,"VCYT":0.9,"TSLA":0.9,"TDOC":0.9,"SQ":0.9,"SNAP":0.9,"SKLZ":0.9,"SHOP":0.9,"SE":0.9,"ADYEY":0.9,"PINS":0.9,"PDD":0.9,"OKTA":0.9,"MELI":0.9,"LC":0.9,"KC":0.9,"DKNG":0.9,"CRWD":0.9,"COIN":0.9},"content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":896959487,"gmtCreate":1628552999449,"gmtModify":1633746285112,"author":{"id":"3581627611317712","authorId":"3581627611317712","name":"ALearner","avatar":"https://static.tigerbbs.com/dd4e09038044887c08337f0d263b9446","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Good article 😁","listText":"Good article 😁","text":"Good article 😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896959487","repostId":1155656235,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":891586616,"gmtCreate":1628400057535,"gmtModify":1631891284876,"author":{"id":"3582793651916821","authorId":"3582793651916821","name":"FrazerEr","avatar":"https://static.tigerbbs.com/9d5dff0eee122679c6bcd7532e992980","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891586616","repostId":1155656235,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":893441448,"gmtCreate":1628297563084,"gmtModify":1633751910706,"author":{"id":"3561980891009703","authorId":"3561980891009703","name":"WangZhai","avatar":"https://static.tigerbbs.com/bc2671102b0ba42d45bf457532bb6784","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good morning everyone&nbsp;","listText":"Good morning everyone&nbsp;","text":"Good morning everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/893441448","repostId":1155656235,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5451840,"gmtCreate":1628298361269,"gmtModify":1635158061505,"authorId":3578978043726865,"author":{"id":3578978043726865,"authorId":3578978043726865,"name":"宝宝果果","avatar":"https://static.tigerbbs.com/fb03746f25521e692e18b3a99c52f2c7","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":893441448,"type":1,"supId":0,"prevId":0,"content":"Morning","text":"Morning","html":"Morning"},{"id":5461250,"gmtCreate":1628400066775,"gmtModify":1635157151513,"authorId":3582793651916821,"author":{"id":3582793651916821,"authorId":3582793651916821,"name":"FrazerEr","avatar":"https://static.tigerbbs.com/9d5dff0eee122679c6bcd7532e992980","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":893441448,"type":1,"supId":5451840,"prevId":0,"content":"<u>Hey</u>","text":"<u>Hey</u>","html":"<u>Hey</u>"}],"langContent":"EN"},{"id":893431755,"gmtCreate":1628294672777,"gmtModify":1633751964253,"author":{"id":"3579263894255367","authorId":"3579263894255367","name":"Sheryl04","avatar":"https://static.tigerbbs.com/cb46b4965d4b2d0792ca657332a149a5","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Pls like! [Cool]&nbsp;","listText":"Pls like! [Cool]&nbsp;","text":"Pls like! [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893431755","repostId":1155656235,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5451322,"gmtCreate":1628295850649,"gmtModify":1635158115528,"authorId":3579992296424941,"author":{"id":3579992296424941,"authorId":3579992296424941,"name":"DMC8","avatar":"https://static.tigerbbs.com/65aa8f5f6299558ce2ab36482793f750","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":893431755,"type":1,"supId":0,"prevId":0,"content":"Okay","text":"Okay","html":"Okay"}],"langContent":"EN"},{"id":893439893,"gmtCreate":1628294563512,"gmtModify":1631891592208,"author":{"id":"3582841400641553","authorId":"3582841400641553","name":"KSLeck","avatar":"https://static.tigerbbs.com/2f80510e9b792a699f6e5ff59c38b90b","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Cloud will still have high demand in near future.","listText":"Cloud will still have high demand in near future.","text":"Cloud will still have high demand in near future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893439893","repostId":1155656235,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":893430319,"gmtCreate":1628294506331,"gmtModify":1633751967964,"author":{"id":"3582709211377801","authorId":"3582709211377801","name":"LameDude","avatar":"https://static.tigerbbs.com/1fad169ba882e7ecc17ccafb3bf4ecaf","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893430319","repostId":1155656235,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":938,"commentSize":474,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1155656235"}