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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Is Microsoft Stock Overvalued At 28x Earnings?
Trefis14d agoneutral
Is Microsoft Stock Overvalued At 28x Earnings?

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

Is It Ever Safe To Buy The Dip In Snap Stock?
Trefis15d agobullish
Is It Ever Safe To Buy The Dip In Snap Stock?

Snap (SNAP) has slipped about 10% from its late-August high to around $5.31, and the reflex is to call it an entry point. The company underneath is healthier than the chart implies, but this stock has a long record of sharp falls, and what usually followed them is not encouraging. Snap is also funding Specs, a hardware bet whose payoff management puts years away. Start with the falls.

Why Is Netflix Growing Fastest And Falling Furthest?
Trefis15d agobearish
Why Is Netflix Growing Fastest And Falling Furthest?

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

Walmart’s Slump Makes the Stock a Buy
Barrons.com15d agoneutral
Walmart’s Slump Makes the Stock a Buy

Shares of Walmart had their worst day in nearly half a decade on Aug. 20 after the company reported fiscal second-quarter earnings. After years of outperformance, Walmart faced high expectations to boot, and its stock took it on the chin. “Walmart’s market share in some categories is breathtaking,” says John San Marco, senior research analyst at Neuberger Berman, which owns the shares.