Moderna Stock Just Became A Strong Buy. (SeekingAlpha):
What has changed about Moderna, however, is the valuation. While the revenue outlook remains impressive and sales volume only shifted from FY 2021 to FY 2022, the stock has become 50% cheaper since September. Based off of sales of $20B in FY 2022, Moderna trades at a P-S ratio of 4.7. Moderna's valuation is much more attractive today than in September, and since the stock is also oversold, the setup is promising.
Booster shots are a billion dollar annual revenue opportunity for companies that received FDA authorization, namely Pfizer, Moderna and Johnson & Johnson. The revenue outlook for Moderna for FY 2022 is still very strong, indicating that the market overreacted to Moderna's third-quarter earnings card last week. That Moderna is now oversold and trading at a much lower sales multiplier factor only makes the stock so much more attractive to buy!$Moderna, Inc.(MRNA)$ $Pfizer(PFE)$ $Johnson & Johnson(JNJ)$
精彩评论