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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":690479054,"tweetId":"690479054","gmtCreate":1639705131485,"gmtModify":1639705131885,"author":{"id":3568154809054444,"idStr":"3568154809054444","authorId":3568154809054444,"authorIdStr":"3568154809054444","name":"HappyCloud","avatar":"https://static.tigerbbs.com/39dc69f5461d4fc413d626e66aa91a90","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":38,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>✅&nbsp;</body></html>","htmlText":"<html><head></head><body>✅&nbsp;</body></html>","text":"✅","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/690479054","repostId":1186429766,"repostType":4,"repost":{"id":"1186429766","kind":"news","pubTimestamp":1639704808,"share":"https://www.laohu8.com/m/news/1186429766?lang=&edition=full","pubTime":"2021-12-17 09:33","market":"us","language":"en","title":"Why NET Stock Dipped Sharply","url":"https://stock-news.laohu8.com/highlight/detail?id=1186429766","media":"InvestorPlace","summary":"Markets ignoring Cloudflare’s growth momentum","content":"When the Nasdaq corrected somewhat in the last month,Cloudflare(NYSE:NET) fell sharply from the 52-week high. The content delivery network supplier, NET Stock posted quarterly earnings that failed to impress investors.\nNET stock may have unfavorable valuations. This is not a good enough reason to justify the stock’s recent stumble. Growth investors who want good value for an innovative firm should consider Cloudflare from here.\nLosses Weigh on NET Stock\nIn the third quarter, Cloudflare&nbsp;posted revenue of $172.3 million, up by 51% year-on-year. It added more large customers. This indicates corporations recognize its innovative platform will support serving more businesses. While non-GAAP earnings per share were break-even, the GAAP EPS was a 34 cent loss.\nCloudflare expects Q4 revenue at up to $185 million. It will earn between a one-cent loss or break-even. With markets bracing for higher interest rates, Cloudflare’s unsustainable valuations will pressure the stock price. Markets value the stock at a price-to-sales of almost 80 times.\nStrong Prospects for NET Stock\nCloudflare has a large and growing addressable market. It has a widely distributed global cloud platform that offers its customers stability and accessibility. Its product portfolio is expansive. For example, it is rolling out new products it calls innovation lease. This includes Speedweek, which gives customers the fastest security and zero trust networking.\nThe company welcomes developer innovation. Its investments in innovation will attract more customers to its platform.\nMarket sentiment shifted in the last few weeks. Instead of paying a premium for its expected growth, investors want to wait for Cloudflare to deliver on accelerated revenue growth first. Investors may look at&nbsp;Palantir(NYSE:PLTR) as a comparable software firm. Palantir is booking deals with companies in the healthcare and government industries. Yet the contract sizes start small. Similarly, Cloudflare is signing deals with Fortune 500 companies.\nChief Executive Officer Matthew Princehigh&nbsp;lighted the company’s&nbsp;deal with a Fortune 500 pharmaceutical company. It expanded its use of the Cloudflare 1 platform. The customer signed a $600,000 expansion deal. The contract total is now over $2 million. The customer is using an array of services like Cloudflare Gateway, a Zero Trust web application gateway.\nOther companies will use Cloudflare’s many offerings. Their contract size will also rise. But the market capitalization in the $50 billion range may prove too expensive for growth investors. The technology software sector did not face a meaningful valuation correction in a long time.\nThe stock market needs to adjust for the Fed’s rate-tightening cycle starting in 2022. Inflation keeps climbing in the U.S. and worldwide. Not only will stocks need to correct on valuations, but Cloudflare must demonstrate that its business will grow in this tighter environment.\nRelated Investments\nIn the software infrastructure industry, investors may consider bigger, more proven firms.Microsoft(NASDAQ:MSFT) has a strong Azure cloud platform. Demand for its database and office productivity software is not slowing.Oracle(NYSE:ORCL) recently posted strong results, proving that as customers shift to the cloud, they need Oracle’s solution.\nIn the digital transformation space, people need&nbsp;Adobe(NASDAQ:ADBE). The PDF reader is the standard app for consumers and corporations. Subscriptions for its creative cloud solution continue to grow.\nFair Value\nOn Wall Street, analysts rate the stock as a “buy,” though more rate NET shares as a stock to hold. The averageprice target is $207.50, according to tipranks. The price target range is wide, at between $117 and $250.\n<img src=\"https://static.tigerbbs.com/6422360f7e69289e0065fa09505660c8\" tg-width=\"369\" tg-height=\"67\" width=\"100%\" height=\"auto\">Chart courtesy of Stock Rover\nIn the table above, Cloudflare’s&nbsp;valuation rating&nbsp;is low. This is due to its unfavorable price-to-earnings and earnings per share. Conversely, the stock has a decent quality score. Light margins are hurting the stock’s quality score.\n<img src=\"https://static.tigerbbs.com/0c6d1d7f2c0ed5e5735419fdace5c3d0\" tg-width=\"400\" tg-height=\"108\" width=\"100%\" height=\"auto\">Chart courtesy of Stock Rover\nIn the ten-year seasonal chart, Cloudflare usually outperforms the S&amp;P 500 from January to July. As the Stock Rover&nbsp;research report indicates, the out-performance is greatest in June and October every year.\nRisks\nCompetition for secure cloud services may intensify. CEO Prince said that the competitive landscape&nbsp;did not change significantly. The company will move its business upmarket, strengthening its moat. Also, its strong win rates across competitors are improving. Customers need to replace legacy hardware boxes. That trend will continue in the next 10 years, supporting Cloudflare’s growth rates.\nYour Takeaway\nCloudflare is attracting larger-sized companies. The revenue from contract wins will not show up yet. Customers are evaluating the cloud solution first. Once they conclude that the product offerings meet their needs, they will buy more Cloudflare solutions.\nWait for the selling pressure in Cloudflare stock to ease first. It will eventually find support when the correction ends. After the break-even earnings in the next quarter, the company positioned itself to post a rising profit next.","source":"lsy1606302653667","collect":0,"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>Why NET Stock Dipped Sharply</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\">\nWhy NET Stock Dipped Sharply\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/why-net-stock-dipped-sharply/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nWhen the Nasdaq corrected somewhat in the last month,Cloudflare(NYSE:NET) fell sharply from the 52-week high. The content delivery network supplier, NET Stock posted quarterly earnings that failed to ...\n\n<a href=\"https://investorplace.com/2021/12/why-net-stock-dipped-sharply/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc."},"source_url":"https://investorplace.com/2021/12/why-net-stock-dipped-sharply/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186429766","content_text":"When the Nasdaq corrected somewhat in the last month,Cloudflare(NYSE:NET) fell sharply from the 52-week high. The content delivery network supplier, NET Stock posted quarterly earnings that failed to impress investors.\nNET stock may have unfavorable valuations. This is not a good enough reason to justify the stock’s recent stumble. Growth investors who want good value for an innovative firm should consider Cloudflare from here.\nLosses Weigh on NET Stock\nIn the third quarter, Cloudflare posted revenue of $172.3 million, up by 51% year-on-year. It added more large customers. This indicates corporations recognize its innovative platform will support serving more businesses. While non-GAAP earnings per share were break-even, the GAAP EPS was a 34 cent loss.\nCloudflare expects Q4 revenue at up to $185 million. It will earn between a one-cent loss or break-even. With markets bracing for higher interest rates, Cloudflare’s unsustainable valuations will pressure the stock price. Markets value the stock at a price-to-sales of almost 80 times.\nStrong Prospects for NET Stock\nCloudflare has a large and growing addressable market. It has a widely distributed global cloud platform that offers its customers stability and accessibility. Its product portfolio is expansive. For example, it is rolling out new products it calls innovation lease. This includes Speedweek, which gives customers the fastest security and zero trust networking.\nThe company welcomes developer innovation. Its investments in innovation will attract more customers to its platform.\nMarket sentiment shifted in the last few weeks. Instead of paying a premium for its expected growth, investors want to wait for Cloudflare to deliver on accelerated revenue growth first. Investors may look at Palantir(NYSE:PLTR) as a comparable software firm. Palantir is booking deals with companies in the healthcare and government industries. Yet the contract sizes start small. Similarly, Cloudflare is signing deals with Fortune 500 companies.\nChief Executive Officer Matthew Princehigh lighted the company’s deal with a Fortune 500 pharmaceutical company. It expanded its use of the Cloudflare 1 platform. The customer signed a $600,000 expansion deal. The contract total is now over $2 million. The customer is using an array of services like Cloudflare Gateway, a Zero Trust web application gateway.\nOther companies will use Cloudflare’s many offerings. Their contract size will also rise. But the market capitalization in the $50 billion range may prove too expensive for growth investors. The technology software sector did not face a meaningful valuation correction in a long time.\nThe stock market needs to adjust for the Fed’s rate-tightening cycle starting in 2022. Inflation keeps climbing in the U.S. and worldwide. Not only will stocks need to correct on valuations, but Cloudflare must demonstrate that its business will grow in this tighter environment.\nRelated Investments\nIn the software infrastructure industry, investors may consider bigger, more proven firms.Microsoft(NASDAQ:MSFT) has a strong Azure cloud platform. Demand for its database and office productivity software is not slowing.Oracle(NYSE:ORCL) recently posted strong results, proving that as customers shift to the cloud, they need Oracle’s solution.\nIn the digital transformation space, people need Adobe(NASDAQ:ADBE). The PDF reader is the standard app for consumers and corporations. Subscriptions for its creative cloud solution continue to grow.\nFair Value\nOn Wall Street, analysts rate the stock as a “buy,” though more rate NET shares as a stock to hold. The averageprice target is $207.50, according to tipranks. The price target range is wide, at between $117 and $250.\nChart courtesy of Stock Rover\nIn the table above, Cloudflare’s valuation rating is low. This is due to its unfavorable price-to-earnings and earnings per share. Conversely, the stock has a decent quality score. Light margins are hurting the stock’s quality score.\nChart courtesy of Stock Rover\nIn the ten-year seasonal chart, Cloudflare usually outperforms the S&P 500 from January to July. As the Stock Rover research report indicates, the out-performance is greatest in June and October every year.\nRisks\nCompetition for secure cloud services may intensify. CEO Prince said that the competitive landscape did not change significantly. The company will move its business upmarket, strengthening its moat. Also, its strong win rates across competitors are improving. Customers need to replace legacy hardware boxes. That trend will continue in the next 10 years, supporting Cloudflare’s growth rates.\nYour Takeaway\nCloudflare is attracting larger-sized companies. The revenue from contract wins will not show up yet. Customers are evaluating the cloud solution first. Once they conclude that the product offerings meet their needs, they will buy more Cloudflare solutions.\nWait for the selling pressure in Cloudflare stock to ease first. It will eventually find support when the correction ends. After the break-even earnings in the next quarter, the company positioned itself to post a rising profit next.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1155,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/690479054"}