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VONNE
2021-10-28
wow!!!
We may need to start thinking about Tesla at $3 trillion
VONNE
2021-10-25
To the moon
Palantir Stock Price Prediction: Outlook After U.S. Army Selection
VONNE
2021-10-15
Like my comment
Is SoFi Stock Worth Buying Or Is It A Sell? It Depends On Revenue Growth And Profitability
VONNE
2021-10-19
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the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856634456","repostId":"1177255738","repostType":2,"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859979872,"gmtCreate":1634652884821,"gmtModify":1634653158295,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"VONNE","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859979872","repostId":"1184821876","repostType":2,"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824848818,"gmtCreate":1634305187981,"gmtModify":1634305188303,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"VONNE","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like my comment ","listText":"Like my comment ","text":"Like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824848818","repostId":"1154140637","repostType":4,"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":854337088,"gmtCreate":1635418842941,"gmtModify":1635419122688,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"VONNE","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wow!!!","listText":"wow!!!","text":"wow!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854337088","repostId":"2178252242","repostType":4,"repost":{"id":"2178252242","pubTimestamp":1635414077,"share":"https://www.laohu8.com/m/news/2178252242?lang=&edition=full","pubTime":"2021-10-28 17:41","market":"us","language":"en","title":"We may need to start thinking about Tesla at $3 trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=2178252242","media":"Yahoo Finance","summary":"With short-sellers cowed, Tesla $3T could be closer than we think\nRemember that time Elon Musk brief","content":"<p>With short-sellers cowed, Tesla $3T could be closer than we think</p>\n<p>Remember that time Elon Musk briefly flirted with the idea of taking Tesla (TSLA) private, partly financed with money from Saudi Arabia’s sovereign wealth war chest, and promptly landed in hot water with regulators?</p>\n<p>Now that the carmaker has definitely joined the $1 trillion market capitalization club — only the fifth company to do so — the $420, “funding secured” episode may seem like ancient history (it was 2018, for those keeping track at home).</p>\n<p>But it’s worth the stroll down memory lane now that Tesla is firing on all cylinders, striking huge deals and cowing the short-sellers into submission (Speaking of, what are Jim Chanos and David Einhorn doing with themselves these days?)</p>\n<p>With all the momentum behind it, could Tesla grow even bigger, to say, $3 trillion?</p>\n<p>In a recent Substack post, economics commentator James Pethokoukis mused about the idea of Tesla becoming the first company to outflank tech giants. Pethokoukis wrote:</p>\n<blockquote>\n Everyone knows America doesn’t make anything anymore. But, you know, Tesla does. And what it makes investors apparently think is pretty valuable, both now and in the future. Indeed, they think the potential of what Tesla makes is so valuable that no company has itself become so valuable despite selling so little\n</blockquote>\n<blockquote>\n It makes sense that the Information Technology Revolution would make lots of fortunes through the manipulation of bits. But maybe now we are shifting back to wealth creations via the manipulation of atoms — enabled, of course, by IT advances, including forms of AI — rather than our attention spans via social media. Tesla is <a href=\"https://laohu8.com/S/AONE.U\">one</a> example, and more might be on the way. For example: Moderna is a $140 billion company thanks to its success developing mRNA vaccines to counter the coronavirus. One wonders about the economic potential of new genetic editing techniques…\n</blockquote>\n<blockquote>\n Biology, energy, space. The U.S. economy is about a lot more than tech firms serving us ads while we search online or while we bicker on social media platforms. Will it all add up to the start of a New Roaring Twenties or Roaring Twenty-First Century?\n</blockquote>\n<p>Tesla $3T might be a reach, even with all the company has going for it. But the question is pertinent given that the electric vehicle (EV) space as a whole is white hot, and competitors are lining up to snatch Tesla's crown. On Wednesday, General Motors (GM) chief Mary Barra came in from the top rope with a bold prediction made to CNBC, saying the auto giant could \"absolutely\" top Tesla's EV sales within the next four years.</p>\n<p>Whether or not GM is making empty boasts, Tesla’s bull case is growing more aggressive by the day. CFO Zachary Kirkhorn noted that in Q3, the company’s once-struggling deliveries were 20% higher quarter-over-quarter, and 70% higher than the comparable year-ago.</p>\n<p>That makes analysts like those at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> more than eager to hike their price targets, and see a clear path to fresh record highs on the stock. The bank raised its target to $1,200 earlier this week, even as potential troubles loom from supply chain and geopolitics.</p>\n<p>Still, Morgan Stanley made a clear case for why Tesla’s more likely to see upside than down. “The Tesla you see today is the product of pre-COVID, sub $100 billion Tesla,” analysts wrote.</p>\n<p>“The Tesla you’ll likely see over the next 12 to 18 months would demonstrate the capabilities of the Trillion dollar Tesla: emphasizing step-changes in manufacturing, cost reduction... expansion in capacity, model lineup and services offerings,” the bank said, adding that the company “has been the world’s most valuable carmaker for some time.”</p>\n<p>And given a favorable environment for climate-friendly technology, there’s “a broad opportunity set for investors in green tech, both from existing and emerging technologies,” Morgan Stanley said.</p>\n<p>$3 trillion, here we come? Never say never.</p>","source":"yahoofinance","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>We may need to start thinking about Tesla at $3 trillion</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\">\nWe may need to start thinking about Tesla at $3 trillion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-28 17:41 GMT+8 <a href=https://finance.yahoo.com/news/we-may-need-to-start-thinking-about-tesla-at-3-trillion-morning-brief-091138404.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With short-sellers cowed, Tesla $3T could be closer than we think\nRemember that time Elon Musk briefly flirted with the idea of taking Tesla (TSLA) private, partly financed with money from Saudi ...</p>\n\n<a href=\"https://finance.yahoo.com/news/we-may-need-to-start-thinking-about-tesla-at-3-trillion-morning-brief-091138404.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GM":"通用汽车"},"source_url":"https://finance.yahoo.com/news/we-may-need-to-start-thinking-about-tesla-at-3-trillion-morning-brief-091138404.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2178252242","content_text":"With short-sellers cowed, Tesla $3T could be closer than we think\nRemember that time Elon Musk briefly flirted with the idea of taking Tesla (TSLA) private, partly financed with money from Saudi Arabia’s sovereign wealth war chest, and promptly landed in hot water with regulators?\nNow that the carmaker has definitely joined the $1 trillion market capitalization club — only the fifth company to do so — the $420, “funding secured” episode may seem like ancient history (it was 2018, for those keeping track at home).\nBut it’s worth the stroll down memory lane now that Tesla is firing on all cylinders, striking huge deals and cowing the short-sellers into submission (Speaking of, what are Jim Chanos and David Einhorn doing with themselves these days?)\nWith all the momentum behind it, could Tesla grow even bigger, to say, $3 trillion?\nIn a recent Substack post, economics commentator James Pethokoukis mused about the idea of Tesla becoming the first company to outflank tech giants. Pethokoukis wrote:\n\n Everyone knows America doesn’t make anything anymore. But, you know, Tesla does. And what it makes investors apparently think is pretty valuable, both now and in the future. Indeed, they think the potential of what Tesla makes is so valuable that no company has itself become so valuable despite selling so little\n\n\n It makes sense that the Information Technology Revolution would make lots of fortunes through the manipulation of bits. But maybe now we are shifting back to wealth creations via the manipulation of atoms — enabled, of course, by IT advances, including forms of AI — rather than our attention spans via social media. Tesla is one example, and more might be on the way. For example: Moderna is a $140 billion company thanks to its success developing mRNA vaccines to counter the coronavirus. One wonders about the economic potential of new genetic editing techniques…\n\n\n Biology, energy, space. The U.S. economy is about a lot more than tech firms serving us ads while we search online or while we bicker on social media platforms. Will it all add up to the start of a New Roaring Twenties or Roaring Twenty-First Century?\n\nTesla $3T might be a reach, even with all the company has going for it. But the question is pertinent given that the electric vehicle (EV) space as a whole is white hot, and competitors are lining up to snatch Tesla's crown. On Wednesday, General Motors (GM) chief Mary Barra came in from the top rope with a bold prediction made to CNBC, saying the auto giant could \"absolutely\" top Tesla's EV sales within the next four years.\nWhether or not GM is making empty boasts, Tesla’s bull case is growing more aggressive by the day. CFO Zachary Kirkhorn noted that in Q3, the company’s once-struggling deliveries were 20% higher quarter-over-quarter, and 70% higher than the comparable year-ago.\nThat makes analysts like those at Morgan Stanley more than eager to hike their price targets, and see a clear path to fresh record highs on the stock. The bank raised its target to $1,200 earlier this week, even as potential troubles loom from supply chain and geopolitics.\nStill, Morgan Stanley made a clear case for why Tesla’s more likely to see upside than down. “The Tesla you see today is the product of pre-COVID, sub $100 billion Tesla,” analysts wrote.\n“The Tesla you’ll likely see over the next 12 to 18 months would demonstrate the capabilities of the Trillion dollar Tesla: emphasizing step-changes in manufacturing, cost reduction... expansion in capacity, model lineup and services offerings,” the bank said, adding that the company “has been the world’s most valuable carmaker for some time.”\nAnd given a favorable environment for climate-friendly technology, there’s “a broad opportunity set for investors in green tech, both from existing and emerging technologies,” Morgan Stanley said.\n$3 trillion, here we come? Never say never.","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856634456,"gmtCreate":1635172632625,"gmtModify":1635172693095,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"VONNE","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856634456","repostId":"1177255738","repostType":2,"repost":{"id":"1177255738","pubTimestamp":1634953820,"share":"https://www.laohu8.com/m/news/1177255738?lang=&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>\n <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>\n <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p>\n<p><b>Article Thesis</b></p>\n<p>Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p>\n<p><b>Palantir & US Army Contract</b></p>\n<p>In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the <i>Capability Drop 2</i> (CD-2) program.</p>\n<p>For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p>\n<p>Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p>\n<p>The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p>\n<p>Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p>\n<p>This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p>\n<p>The National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p>\n<p>Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.</p>\n<p><b>PLTR Stock Forecast</b></p>\n<p>Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p>\n<p>Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p>\n<p>One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p>\n<p><b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p>\n<p>Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p>\n<p>Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p>\n<p>Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p>\n<p><b>Is This an Income Stream Which Induces Fear?</b></p>\n<p><img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p>\n<p>The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p>","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>Palantir Stock Price Prediction: Outlook After U.S. Army Selection</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\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 09:50 GMT+8 <a href=https://seekingalpha.com/article/4461220-palantir-stock-price-prediction><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824848818,"gmtCreate":1634305187981,"gmtModify":1634305188303,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"VONNE","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like my comment ","listText":"Like my comment ","text":"Like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824848818","repostId":"1154140637","repostType":4,"repost":{"id":"1154140637","pubTimestamp":1634300873,"share":"https://www.laohu8.com/m/news/1154140637?lang=&edition=full","pubTime":"2021-10-15 20:27","market":"us","language":"en","title":"Is SoFi Stock Worth Buying Or Is It A Sell? It Depends On Revenue Growth And Profitability","url":"https://stock-news.laohu8.com/highlight/detail?id=1154140637","media":"Seeking Alpha","summary":"Summary\n\nSoFi has been growing rapidly, as evidenced by the significant increase in the company's me","content":"<p><b>Summary</b></p>\n<ul>\n <li>SoFi has been growing rapidly, as evidenced by the significant increase in the company's membership base, the total number of product offerings, and revenue.</li>\n <li>SoFi's valuations are in the middle of the pack among its peers, and this seems fair given that it is still loss-making notwithstanding its attractive revenue growth prospects.</li>\n <li>SoFi is a Hold, considering its future prospects in terms of revenue growth and profitability.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86757d2b7d17b7fe7071210bad77f795\" tg-width=\"1536\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>ipopba/iStock via Getty Images</span></p>\n<p>Elevator Pitch</p>\n<p>I have a Hold or Neutral rating assigned to SoFi Technologies, Inc. (SOFI).</p>\n<p>Based on Wall Street's revenue forecasts and the company's financial targets, SOFI is expected to be able to maintain robust top line expansion (i.e. annual revenue growth in the +30%-60% range) over the next few years, and I see cross-selling as the key driver supporting the company's future growth expectations.</p>\n<p>SoFi Technologies' forward price-to-sales multiples in the high single-digit to low-teens range appear reasonable. On one hand, the company has the strongest revenue growth potential in its peer group. On the other hand, SOFI is expected to reach profitability by fiscal 2023, while its peers are already in the black.</p>\n<p>In conclusion, I think thatSoFi'sstock is neither worth buying nor a strong Sell now, which translates into a Neutral investment rating for the name.</p>\n<p><b>Company Description</b></p>\n<p>On its investors' FAQs webpage, SoFi Technologies, Inc refers to itself as a company that \"was founded in April 2011 out of Stanford GSB (Graduate School of Business) with the goal of pioneering MBA peer-to-peer student loan refinancing.\"</p>\n<p>SOFI also began providing mortgages and personal loans in 2014 and 2015, respectively. In 2019, SoFi Technologies ventured into financial services with the introduction of SoFi Money (\"cash management account\") and SoFi Invest (\"brokerage account\"). In 2020, SoFi Technologies bought out Galileo Financial Technologies, which it called \"a global payments platform\" that \"enables critical checking and savings account-like functionality via its powerful open APIs (Application Programming Interfaces).\"</p>\n<p>SOFI's Lending, Technology Platform and Financial Services business segments contributed 73%, 21%, and 6% of the company's revenue, respectively in the first half of 2021.</p>\n<p><b>SOFI's Three Business Segments</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f8f049f7c677bfec09dfa10c8206759\" tg-width=\"640\" tg-height=\"286\" width=\"100%\" height=\"auto\"><span>Source: SoFi Technologies' Q2 2021 Financial Results Presentation Slides</span></p>\n<p><b>Is SoFi Growing?</b></p>\n<p>As of June 30, 2021, SoFi Technologies had approximately 2.6 million members and 3.7 million products (lending and financial services). In its Q2 2021 earnings report, SOFI defines members as \"someone who has a lending relationship with us through origination or servicing, opened a financial services account, linked an external account to our platform, or signed up for our credit score monitoring service\".</p>\n<p>Based on my calculations, SOFI's membership base and product portfolio grew by two-year CAGRs of +84% and +105%, respectively up to the end of the second quarter of this year. SoFi Technologies' total number of accounts for its Technology Platform business segment also more than doubled from 36.0 million as of June 30, 2020 to 78.9 million as of June 30, 2021 following the company's acquisition of Galileo last year, as per its second-quarter earnings report.</p>\n<p>SoFi Technologies' adjusted net revenue, which it calculates as \"total net revenue, adjusted to exclude the fair value changes in servicing rights and residual interests classified as debt\", increased by +74% YoY from $136.3 million in Q2 2020 to $237.2 million in Q2 2021. During the same period, SOFI reversed from an operating loss of -$23.8 million a year ago to register a positive non-GAAP adjusted EBITDA of +$11.2 million in the recent quarter.</p>\n<p>It is clear that SoFi has been growing very fast.</p>\n<p>Looking ahead, both the company management and sell-side analysts expect SoFi Technologies' strong revenue growth momentum to be sustained in the next couple of years, as per the two charts presented below.</p>\n<p><b>Company Management's Revenue Growth Expectations</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb5eb50b028f4e5e56d9965bab4f8e76\" tg-width=\"640\" tg-height=\"596\" width=\"100%\" height=\"auto\"><span>Source: SOFI's January 2021 Investor Presentation Slides</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f51fce29fb44c295bbcf5d1dac2a012e\" tg-width=\"640\" tg-height=\"190\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha's Earnings Page For SOFI</span></p>\n<p>I attribute the positive growth outlook for SOFI to its key value proposition of making a wide range of financial products and services available on a single platform, which translates to a huge potential for cross-selling.</p>\n<p><b>SoFi Technologies' Value Proposition</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4a7797ec8573542b65518e9d3aa8de0\" tg-width=\"640\" tg-height=\"237\" width=\"100%\" height=\"auto\"><span>Source: SOFI's January 2021 Investor Presentation Slides</span></p>\n<p><b>SoFi Technologies' Integrated Financial Solutions In A Single App</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb69af9d4d4ad110793256b6ba63dd85\" tg-width=\"640\" tg-height=\"347\" width=\"100%\" height=\"auto\"><span>Source: SOFI's January 2021 Investor Presentation Slides</span></p>\n<p>As evidence of SoFi Technologies' efforts to drive cross-selling in the past, SOFI's products per member (calculated as total number of products divided by its membership base) increased from 1.14 in Q2 2019 to 1.43 in Q2 2021. At the company's Q2 2021 earnings call, SOFI also highlighted that a tripling of the \"number of financial services products held by SoFi members\" led to \"a 1.7x increase in the number of products that were cross-bought in the quarter versus Q2 2020.\"</p>\n<p>More significantly, SoFi has set a target for the Financial Services business segment to account for 32% of the company's total adjusted revenue in fiscal 2025, as compared with the segment's current single-digit revenue contribution. As SoFi Technologies continues to ramp up its current financial services offerings and introduce new products & services over time, the company should be able to realize its ambitious top line expansion targets.</p>\n<p><b>Is SoFi Stock Overvalued?</b></p>\n<p>SoFi's closing stock price as of June 1, 2021, the first day of its listing, was $22.65, and the company's shares later fell by -40% to an all-time trough of $13.65 during intra-day on trading on August 17, 2021. SOFI's share price subsequently recovered by 39% in the next two months to close at $18.92 as of October 13, 2021.</p>\n<p>Considering the volatility in SoFi Technologies' share price in the four and half months following its listing, it is worth examining SOFI's valuations to see if the stock is either overvalued and undervalued.</p>\n<p><b>SoFi Technologies' Peer Valuation Comparison</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dea5543afac5a50276efbffdcbd4c81\" tg-width=\"678\" tg-height=\"749\" width=\"100%\" height=\"auto\"><span>Source: S&P Capital IQ</span></p>\n<p>As per the peer valuation comparison table above, the various stocks' forward price-to-sales ratios are largely correlated with their respective forecasted revenue growth rates (i.e. the better the revenue growth rates, the higher the valuation multiples), with the exception of SOFI.</p>\n<p>SoFi Technologies' revenue growth expectations are the best among its peers, but its price-to-sales valuation is in the middle of the pack. The key issue here is profitability, as SOFI is the only loss-making company in the peer group. Both sell-side analysts and management expect SOFI to only become profitable in fiscal 2023. As such, it is reasonable that the market assigns a discount to SoFi Technologies, given that the company is still in the red.</p>\n<p>I think that SOFI's shares are fairly valued. While the company's revenue growth prospects are excellent, it is not among the cheapest stocks in the sector and it is still unprofitable.</p>\n<p><b>Is SOFI Stock A Buy, Sell Or Hold?</b></p>\n<p>A Hold rating is what I will assign to SOFI's shares.</p>\n<p>I am positive on the company's medium-term revenue outlook, especially in relation to its ability to cross-sell its products to support its future top line expansion. Notably, the revenue contribution of the Financial Services business segment is still very low, now in the single-digit percentage range, suggesting that there is significant room to market its existing offerings more aggressively and launch new products as well.</p>\n<p>On the flip side, I am concerned that if there is a significant shift (e.g. higher interest rates) in the current accommodating credit environment going forward, SoFi Technologies might take a longer-than-expected time (i.e. later than FY 2023 as per management guidance and Wall Street's forecasts) to achieve profitability, as a result of potentially more expensive funding and higher-than-expected credit losses. This will imply that the valuation discount assigned to SOFI for its lack of profitability could possibly persist for some time.</p>","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>Is SoFi Stock Worth Buying Or Is It A Sell? It Depends On Revenue Growth And Profitability</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\">\nIs SoFi Stock Worth Buying Or Is It A Sell? It Depends On Revenue Growth And Profitability\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 20:27 GMT+8 <a href=https://seekingalpha.com/article/4459896-sofi-stock-worth-buying-or-sell><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSoFi has been growing rapidly, as evidenced by the significant increase in the company's membership base, the total number of product offerings, and revenue.\nSoFi's valuations are in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459896-sofi-stock-worth-buying-or-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/article/4459896-sofi-stock-worth-buying-or-sell","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154140637","content_text":"Summary\n\nSoFi has been growing rapidly, as evidenced by the significant increase in the company's membership base, the total number of product offerings, and revenue.\nSoFi's valuations are in the middle of the pack among its peers, and this seems fair given that it is still loss-making notwithstanding its attractive revenue growth prospects.\nSoFi is a Hold, considering its future prospects in terms of revenue growth and profitability.\n\nipopba/iStock via Getty Images\nElevator Pitch\nI have a Hold or Neutral rating assigned to SoFi Technologies, Inc. (SOFI).\nBased on Wall Street's revenue forecasts and the company's financial targets, SOFI is expected to be able to maintain robust top line expansion (i.e. annual revenue growth in the +30%-60% range) over the next few years, and I see cross-selling as the key driver supporting the company's future growth expectations.\nSoFi Technologies' forward price-to-sales multiples in the high single-digit to low-teens range appear reasonable. On one hand, the company has the strongest revenue growth potential in its peer group. On the other hand, SOFI is expected to reach profitability by fiscal 2023, while its peers are already in the black.\nIn conclusion, I think thatSoFi'sstock is neither worth buying nor a strong Sell now, which translates into a Neutral investment rating for the name.\nCompany Description\nOn its investors' FAQs webpage, SoFi Technologies, Inc refers to itself as a company that \"was founded in April 2011 out of Stanford GSB (Graduate School of Business) with the goal of pioneering MBA peer-to-peer student loan refinancing.\"\nSOFI also began providing mortgages and personal loans in 2014 and 2015, respectively. In 2019, SoFi Technologies ventured into financial services with the introduction of SoFi Money (\"cash management account\") and SoFi Invest (\"brokerage account\"). In 2020, SoFi Technologies bought out Galileo Financial Technologies, which it called \"a global payments platform\" that \"enables critical checking and savings account-like functionality via its powerful open APIs (Application Programming Interfaces).\"\nSOFI's Lending, Technology Platform and Financial Services business segments contributed 73%, 21%, and 6% of the company's revenue, respectively in the first half of 2021.\nSOFI's Three Business Segments\nSource: SoFi Technologies' Q2 2021 Financial Results Presentation Slides\nIs SoFi Growing?\nAs of June 30, 2021, SoFi Technologies had approximately 2.6 million members and 3.7 million products (lending and financial services). In its Q2 2021 earnings report, SOFI defines members as \"someone who has a lending relationship with us through origination or servicing, opened a financial services account, linked an external account to our platform, or signed up for our credit score monitoring service\".\nBased on my calculations, SOFI's membership base and product portfolio grew by two-year CAGRs of +84% and +105%, respectively up to the end of the second quarter of this year. SoFi Technologies' total number of accounts for its Technology Platform business segment also more than doubled from 36.0 million as of June 30, 2020 to 78.9 million as of June 30, 2021 following the company's acquisition of Galileo last year, as per its second-quarter earnings report.\nSoFi Technologies' adjusted net revenue, which it calculates as \"total net revenue, adjusted to exclude the fair value changes in servicing rights and residual interests classified as debt\", increased by +74% YoY from $136.3 million in Q2 2020 to $237.2 million in Q2 2021. During the same period, SOFI reversed from an operating loss of -$23.8 million a year ago to register a positive non-GAAP adjusted EBITDA of +$11.2 million in the recent quarter.\nIt is clear that SoFi has been growing very fast.\nLooking ahead, both the company management and sell-side analysts expect SoFi Technologies' strong revenue growth momentum to be sustained in the next couple of years, as per the two charts presented below.\nCompany Management's Revenue Growth Expectations\nSource: SOFI's January 2021 Investor Presentation Slides\nSource: Seeking Alpha's Earnings Page For SOFI\nI attribute the positive growth outlook for SOFI to its key value proposition of making a wide range of financial products and services available on a single platform, which translates to a huge potential for cross-selling.\nSoFi Technologies' Value Proposition\nSource: SOFI's January 2021 Investor Presentation Slides\nSoFi Technologies' Integrated Financial Solutions In A Single App\nSource: SOFI's January 2021 Investor Presentation Slides\nAs evidence of SoFi Technologies' efforts to drive cross-selling in the past, SOFI's products per member (calculated as total number of products divided by its membership base) increased from 1.14 in Q2 2019 to 1.43 in Q2 2021. At the company's Q2 2021 earnings call, SOFI also highlighted that a tripling of the \"number of financial services products held by SoFi members\" led to \"a 1.7x increase in the number of products that were cross-bought in the quarter versus Q2 2020.\"\nMore significantly, SoFi has set a target for the Financial Services business segment to account for 32% of the company's total adjusted revenue in fiscal 2025, as compared with the segment's current single-digit revenue contribution. As SoFi Technologies continues to ramp up its current financial services offerings and introduce new products & services over time, the company should be able to realize its ambitious top line expansion targets.\nIs SoFi Stock Overvalued?\nSoFi's closing stock price as of June 1, 2021, the first day of its listing, was $22.65, and the company's shares later fell by -40% to an all-time trough of $13.65 during intra-day on trading on August 17, 2021. SOFI's share price subsequently recovered by 39% in the next two months to close at $18.92 as of October 13, 2021.\nConsidering the volatility in SoFi Technologies' share price in the four and half months following its listing, it is worth examining SOFI's valuations to see if the stock is either overvalued and undervalued.\nSoFi Technologies' Peer Valuation Comparison\nSource: S&P Capital IQ\nAs per the peer valuation comparison table above, the various stocks' forward price-to-sales ratios are largely correlated with their respective forecasted revenue growth rates (i.e. the better the revenue growth rates, the higher the valuation multiples), with the exception of SOFI.\nSoFi Technologies' revenue growth expectations are the best among its peers, but its price-to-sales valuation is in the middle of the pack. The key issue here is profitability, as SOFI is the only loss-making company in the peer group. Both sell-side analysts and management expect SOFI to only become profitable in fiscal 2023. As such, it is reasonable that the market assigns a discount to SoFi Technologies, given that the company is still in the red.\nI think that SOFI's shares are fairly valued. While the company's revenue growth prospects are excellent, it is not among the cheapest stocks in the sector and it is still unprofitable.\nIs SOFI Stock A Buy, Sell Or Hold?\nA Hold rating is what I will assign to SOFI's shares.\nI am positive on the company's medium-term revenue outlook, especially in relation to its ability to cross-sell its products to support its future top line expansion. Notably, the revenue contribution of the Financial Services business segment is still very low, now in the single-digit percentage range, suggesting that there is significant room to market its existing offerings more aggressively and launch new products as well.\nOn the flip side, I am concerned that if there is a significant shift (e.g. higher interest rates) in the current accommodating credit environment going forward, SoFi Technologies might take a longer-than-expected time (i.e. later than FY 2023 as per management guidance and Wall Street's forecasts) to achieve profitability, as a result of potentially more expensive funding and higher-than-expected credit losses. This will imply that the valuation discount assigned to SOFI for its lack of profitability could possibly persist for some time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859979872,"gmtCreate":1634652884821,"gmtModify":1634653158295,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"VONNE","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859979872","repostId":"1184821876","repostType":2,"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
