The 20 day performance of the Hotel, Restaurant, and Leisure sector is up 8.71% ... fwiw.
GBA Presents: THE GREEN MARKET
- Thread starter stonedinvestor
- Start date
Matterport price target lowered to $10 from $38 at Wedbush 07:16 MTTR Wedbush analyst Daniel Ives lowered the firm's price target on Matterport to $10 from $38 to reflect near-term model challenges and a lower multiple, while keeping an Outperform rating on the shares. The analyst notes Matterport delivered a top-line revenue beat and noted significant growth in both subscribers and spaces under management compared to previous years. Despite growth seen throughout this quarter, the Street will ultimately be focused on Q1 and full year 2022 guidance this quarter which was very underwhelming compared to the Street as the company expects to face strong supply chain headwinds coupled with an ongoing subscription model transition, Ives add...IAC price target lowered to $149 from $170 at Wedbush »
SiteOne Landscape price target raised to $232 from $216 at Baird 07:04 SITE Baird analyst David Manthey raised the firm's price target on SiteOne Landscape to $232 from $216 and keeps an Outperform rating on the shares. The analyst said 2022 sets up as a transition year with modest volume growth against difficult comparisons and margins normalizing as inventory profits naturally dissipate. However, he believes this is a new foundation ahead of many years of outperformance given continued strong top-line growth/significant margin expansion
Global-e Online price target raised to $55 from $50 at KeyBanc 06:33 GLBE KeyBanc analyst Josh Beck raised the firm's price target on Global-e Online to $55 from $50 and keeps an Overweight rating on the shares. The analyst notes Global-E reported a high-quality beat topping revenue by about 7% amidst a choppy e-commerce tech tape, reinforcing his preview in which he adopted a constructive near-term stance as well as his outlook that identified it as one of his key ideas. Palantir drops 11% to $12.40 after mixed Q4 results 06:28 PLTRGentherm reports Q4 adjusted EPS 61c, consensus 36c 06:16 THRM Reports Q4 revenue…
JPMorgan starts Itau Corpbanca with Overweight, sees 50% upside 06:01 ITCB
HAS has an activist that makes no sense. Stk up 5% sell into news*****
They will not get their board members nominated (activists)
Global-e Online sees FY22 revenue $411M - $421M, consensus $367.06M 16:34 GLBE
KnowBe4 sees FY22 revenue $328M-$330M ,consensus $309.06M. 16:16 KNBE
KnowBe4 reports Q4 EPS 3c, consensus 1c 16:13 KNBE Reports Q4 revenue $69.3M, consensus $67.1M. "Our fourth quarter and full year results exceeded our expectations with record ARR and substantial growth in total customers. We continue to focus on both strong growth and high levels of capital efficiency by reporting free cash flow margins in excess of 28% for both the quarter and year ended December 31, 2021," said Stu Sjouwerman, founder and chief executive officer of KnowBe4. "In addition to our strong results, the Company is making exceptional progress in the product development area. We are excited to report that we are on track for the release of two new products during the second half of 2022, one associated with the recent acquisition of SecurityAdvisor and the other developed internally." Krish Venkataraman, KnowBe4's co-president and chief financial officer, added, "Our successful fourth quarter and fiscal year 2021 financial results show that we continue to execute on our key growth initiatives. GAAP revenue for the fourth quarter and full year grew by almost 41%, ARR by almost 44%, and we added over 10,000 new customers including strong progress within the Fortune 500. Our cross-sell initiatives continue to produce strong results with multi-product attachment rates at 22% by the end of the year. We are also very pleased to report strong net retention of 108% during 2021 which we believe has contributed to our outstanding results."
KnowBe4 Is Your Gummy Of The Day- $22
They will not get their board members nominated (activists)
Global-e Online sees FY22 revenue $411M - $421M, consensus $367.06M 16:34 GLBE
KnowBe4 sees FY22 revenue $328M-$330M ,consensus $309.06M. 16:16 KNBE
KnowBe4 reports Q4 EPS 3c, consensus 1c 16:13 KNBE Reports Q4 revenue $69.3M, consensus $67.1M. "Our fourth quarter and full year results exceeded our expectations with record ARR and substantial growth in total customers. We continue to focus on both strong growth and high levels of capital efficiency by reporting free cash flow margins in excess of 28% for both the quarter and year ended December 31, 2021," said Stu Sjouwerman, founder and chief executive officer of KnowBe4. "In addition to our strong results, the Company is making exceptional progress in the product development area. We are excited to report that we are on track for the release of two new products during the second half of 2022, one associated with the recent acquisition of SecurityAdvisor and the other developed internally." Krish Venkataraman, KnowBe4's co-president and chief financial officer, added, "Our successful fourth quarter and fiscal year 2021 financial results show that we continue to execute on our key growth initiatives. GAAP revenue for the fourth quarter and full year grew by almost 41%, ARR by almost 44%, and we added over 10,000 new customers including strong progress within the Fortune 500. Our cross-sell initiatives continue to produce strong results with multi-product attachment rates at 22% by the end of the year. We are also very pleased to report strong net retention of 108% during 2021 which we believe has contributed to our outstanding results."
KnowBe4 Is Your Gummy Of The Day- $22
APPS-- Becoming A Special Situation---
Roth says Google news creates more unwarranted noise around Digital Turbine 14:40 APPS, GOOG, GOOGL, AAPL, FB Roth Capital analyst Darren Aftahi notes that Google (GOOGL) has announced Privacy Sandbox, which is a multi-year initiative with the goal to build more private advertising solutions. Google called out that these solutions will "limit sharing of user data with third parties and operate without cross-app identifiers, including advertising ID." Google blog news has shares of Digital Turbine (APPS) down double-digit percentage, the analyst points out. He thinks the initial reaction by investors is that this is "deja vu" of the Apple (AAPL) IDFA news and subsequent impact that Meta (FB) and others saw. Given Digital Turbine's relationship with Google, which Aftahi believes is still a very strong one, he can see how investors can initially conclude what they have, but thinks this is not the case. His view is that Google is one data source amongst many. But most importantly, Digital Turbine has its own ID, which is tied to carrier and OEM privacy policies, not Google's, he adds. Aftahi has a Buy rating and a price target of $83 on Digital Turbine's shares.
Roth says Google news creates more unwarranted noise around Digital Turbine 14:40 APPS, GOOG, GOOGL, AAPL, FB Roth Capital analyst Darren Aftahi notes that Google (GOOGL) has announced Privacy Sandbox, which is a multi-year initiative with the goal to build more private advertising solutions. Google called out that these solutions will "limit sharing of user data with third parties and operate without cross-app identifiers, including advertising ID." Google blog news has shares of Digital Turbine (APPS) down double-digit percentage, the analyst points out. He thinks the initial reaction by investors is that this is "deja vu" of the Apple (AAPL) IDFA news and subsequent impact that Meta (FB) and others saw. Given Digital Turbine's relationship with Google, which Aftahi believes is still a very strong one, he can see how investors can initially conclude what they have, but thinks this is not the case. His view is that Google is one data source amongst many. But most importantly, Digital Turbine has its own ID, which is tied to carrier and OEM privacy policies, not Google's, he adds. Aftahi has a Buy rating and a price target of $83 on Digital Turbine's shares.
The Financial Stability Board is shaking up its stance on cryptos, which are "evolving and could reach a point where they represent a threat to global financial stability." That's due to their "scale, structural vulnerabilities and increasing interconnectedness with the traditional financial system," which vary across jurisdictions and may not be in compliance with applicable laws and regulations. The FSB also cited wider public policy concerns, like "low levels of investor and consumer understanding of crypto, money laundering, cyber-crime and ransomware."BlockFi to pay $100M in penalties to U.S. regulators over crypto lending product.
Flashback:The report is a big change from its previous stance published in 2018, which concluded that crypto did not "pose a material risk to global financial stability."
Meanwhile, the monthly average price of an avocado has already climbed about 40% since January 2021, and consumers can now expect to pay about $1.36 per avocado, according to Zhengfei Guan, a food and resource economics professor at the University of Florida. If the suspension lasts more than two weeks, it can also weigh on the profit margins of companies that are highly dependent on the fruit as their stock runs out. Truist analyst Jake Bartlett estimates that avocados account for 5%-10% of Chipotle's(NYSE:CMG)cost of goods sold and about 2% of El Pollo Loco's(NASDAQ:LOCO).
Flashback: New growers are stepping into the void. Former financier stonedinvestor has reportedly purchased an Avocado farm in S. Africa & has a interest in another in Kenya. These new Avocados to market will be called High-Breds and stonedinvestor's new Co called Avotatstic Farms.
Flashback:The report is a big change from its previous stance published in 2018, which concluded that crypto did not "pose a material risk to global financial stability."
Meanwhile, the monthly average price of an avocado has already climbed about 40% since January 2021, and consumers can now expect to pay about $1.36 per avocado, according to Zhengfei Guan, a food and resource economics professor at the University of Florida. If the suspension lasts more than two weeks, it can also weigh on the profit margins of companies that are highly dependent on the fruit as their stock runs out. Truist analyst Jake Bartlett estimates that avocados account for 5%-10% of Chipotle's(NYSE:CMG)cost of goods sold and about 2% of El Pollo Loco's(NASDAQ:LOCO).
Flashback: New growers are stepping into the void. Former financier stonedinvestor has reportedly purchased an Avocado farm in S. Africa & has a interest in another in Kenya. These new Avocados to market will be called High-Breds and stonedinvestor's new Co called Avotatstic Farms.
- Russian State media firm,Sputnik International, is reporting that Ukrainian armed forces have fired mortar shells and grenades at fourlocations in "self-proclaimed Luhansk People's Republic" (the Donbas region of Ukraine).<----
Putin really looking weak. 1st time I can remember.
I think we should massively build up in Poland.
I would announce a Giant Marine & Army base now 100,000 soldiers to be deployed into NATO countries and huge missal defense and offense given to Poland.
Get the guys attention & have something to barter with.