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Amazon's Post-Earnings Run Mirrors Positive Voices From The Street
Friday, July 31, 2020 - 11:25am | 595Read More...Amazon.com, Inc. (NASDAQ: AMZN) shares were up 5% on Friday after the company reported earnings and revenue beats and said online grocery delivery tripled in the second quarter. Amazon reported second-quarter EPS of $10.30 on revenue of $88.9 billion. Both numbers blew away analyst...
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Apple Q3 Earnings Preview: A Focus On Balance Sheet And Cash In Cupertino
Wednesday, July 29, 2020 - 8:45am | 760Read More...Apple Inc. (NASDAQ: AAPL) is scheduled to report earnings results from the third quarter of fiscal 2020 after the close Thursday. Expectations Around Apple's Q3: Apple shares are trading off a record high of $399.82 that was reached on July 13. Investors are viewing...
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Tesla's Valuation Still 'Appears Overcharged' Following Q2 Earnings
Thursday, July 23, 2020 - 12:45pm | 854Read More...Tesla Inc (NASDAQ: TSLA) reported a second-quarter earnings beat on Wednesday afternoon. Adjusted EPS of $2.18 on revenue of $6.04 billion both exceeded consensus analyst estimates of 3 cents and $5.37 billion, respectively. Perhaps more importantly, Tesla’s GAAP EPS of 50 cents...
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Gene Munster On Why Tesla's Battery Advantage Is Underappreciated
Tuesday, July 21, 2020 - 9:08am | 338Read More...Later this year, Tesla (NASDAQ: TSLA) will hold its investor and battery day event. The company is expected to show off battery achievements that have enabled a battery that will last for over 1 million miles. Tesla may also be ditching cobalt, making their batteries cheaper and more...
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What To Make Of Netflix's Q2 Earnings, Subscriber Growth And Valuation
Friday, July 17, 2020 - 10:40am | 856Read More...Netflix Inc (NASDAQ: NFLX) shares traded down on Friday after the streaming video giant missed the market with its second-quarter earnings report on Thursday afternoon. Netflix reported EPS of $1.59, missing analyst expectations of $1.81. Revenue for the quarter was $6.15 billion, ahead...
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Loup Ventures Revisits 2020 Tech Predictions: Apple As The FAANG Leader, Tesla Delivery Beats And More
Monday, July 13, 2020 - 9:55am | 703Read More...The tech sector is mounting a strong recovery after the COVID-19-induced weakness seen in early-to-mid March. With most stocks trading at or near record highs, Loup Ventures revisited the 2020 predictions it made at the start of the year. Apple To Catch Up Other With Other FAANG Stocks?...
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Why A Twitter Subscription Service Won't 'Move The Needle'
Thursday, July 9, 2020 - 12:30pm | 367Read More...Twitter Inc (NYSE: TWTR) is reportedly looking to build out a new subscription service, but Loup Ventures' Gene Munster isn't particularly bullish on any prospects. Niche Service: Twitter already sells data to multiple organizations and this subscription-like business represents 15% of the...
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Tesla Analyst Sees 'Major Home Run' In Q2 Deliveries Despite Year-Over-Year Declines
Thursday, July 2, 2020 - 1:32pm | 680Read More...Tesla Inc (NASDAQ: TSLA) failed to sustain its 2019 performance level despite new contributions from its Shanghai factory and Model Y. The automaker’s second-quarter deliveries fell 4.8% year over year to about 90,650 units. Notably, the Street expected just 68,380. “In our opinion...
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Is A 'Find A New Home' Trend Replacing 'Stay At Home'?
Wednesday, June 24, 2020 - 5:08pm | 350Read More...Investors have looked to capitalize on the stay-at-home trend, but may be overlooking a find-a-new-home trend that could benefit a stock like Zillow Group Inc (NASDAQ: ZG), Loup Ventures founder Gene Munster said on CNBC's "Worldwide Exchange." What Happened: The real estate...
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Tesla's Electric Vehicle Competition 'Not A Measurable Threat' Yet, Gene Munster Says
Tuesday, June 23, 2020 - 11:18am | 477Read More...Thanks to its control of 80% of the U.S. electric vehicle market, Tesla Inc (NASDAQ: TSLA) has the highest valuation in the auto industry. Rivals are never far off in the rearview mirror, a Tesla expert said this week. “For the company’s valuation to advance higher it will need to...
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Why Tesla Has A Huge Advantage In The Battery Race
Friday, June 19, 2020 - 10:40am | 372Read More...Tesla Inc (NASDAQ: TSLA) recently broke the 400-mile battery charge threshold. Its closest competitor is now 100 miles behind. “We believe Tesla has a competitive advantage in batteries that is under-appreciated by investors. In the future, we expect that advantage to widen,” Loup...
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Munster: Apple Is The Best Way To Invest In The '5G Cycle'
Thursday, June 11, 2020 - 10:02am | 443Read More...The fifth-generation technology standard for cellular networks, commonly known as 5G, is set to revolutionize the communications industry, and the rollout has already begun. Apple Inc (NASDAQ: AAPL) is likely to be a key beneficiary of the new tech on the block, according to Loup Ventures' Gene...
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Munster Says Under-The-Radar Apple TV+ Will Contribute 20% Of Cupertino's Net Income Growth
Monday, June 8, 2020 - 2:16pm | 434Read More...Apple Inc.'s (NASDAQ: AAPL) streaming service Apple TV+, which is part of the Services segment and was launched November 2019, should be on the radar of investors, according to Gene Munster of Loup Ventures. Stay-At-Home Boost For Apple TV+: The stay-at-home'orders that...
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Zoom Analysts On Work-From-Home Boost, Churn Concerns After 'Historic' Q1 Print
Wednesday, June 3, 2020 - 3:34pm | 1020Read More...Zoom Video Communications Inc (NASDAQ: ZM) reported a big first-quarter beat Tuesday, but the stock reaction has been muted as investors express uneasiness over a sky-high valuation. The Zoom Analysts KeyBanc Capital Markets analyst Alex Kurtz maintained a Sector Weight rating on...
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Quibi Blames Coronavirus For Lackluster Launch, But Is Its Strategy The Real Problem?
Friday, May 15, 2020 - 2:35pm | 585Read More...Media veterans Jeffrey Katzenberg and Meg Whitman were confident in the mid-pandemic timing of their launch of Quibi, a short-form video app. “Think about how often you use your phone when you’re homebound,” Whitman told the New York Times before the April 6 rollout. “People...
















