Editor's note:“US Stock Nuggets”Keep up with market trends on a daily basis, gain insight into and sort out popular changes and individual stocks with outstanding gains, provide Niuyou with multi-dimensional investment opportunity references, and help Niuyou seize investment opportunities!
Key focus
1. Performance and guidance both exceeded expectations! Global semiconductor equipment giant$Applied Materials (AMAT.US)$After the results, the stock price surged by more than 6% to a record high, and has already risen more than 23% during the year.
According to the news, Applied Materials' revenue for the first fiscal quarter was 6.71 billion US dollars, exceeding expectations of 6.48 billion US dollars; the adjusted surplus per share was 2.13 US dollars, exceeding expectations of 1.91 US dollars. The company expects revenue of 6.1 billion to 6.9 billion US dollars for the second fiscal quarter, of which the value exceeded expectations of 6.32 billion US dollars.
Notably, after the company's performance, many major banks raised its target price: Citi raised the target price from $170 to $211; Mizuho raised the target price from $185 to $225; and Goldman Sachs raised the target price from $156 to $220.
2. Two major weight loss drug giants$Eli Lilly and Co (LLY.US)$,$Novo-Nordisk A/S (NVO.US)$Stock prices have both reached new highs, and the market expects Lilly to impact the “trillion dollar club.”
In a recently released report, analysts at Jefferies forecast that the overall global sales volume of GLP-1 drugs is expected to increase from US$2.4 billion in 2023 to US$165 billion by 2030. Furthermore, analysts at Morgan Stanley recently raised Eli Lilly's target share price for 12 months from $805 to $950.
3. The financial report is impressive! The world's leading ad tech company$The Trade Desk (TTD.US)$It soared by more than 17% overnight, and increased by more than 23% during the year.
According to the news, the company's fourth-quarter revenue was US$606 million, exceeding expectations of US$583 million. The company expects fourth-quarter revenue of at least US$478 million, exceeding expectations of US$452 million. The company's board of directors also approved an additional $647 million to its share repurchase program, restoring the total amount of future repurchases to $700 million.
4. Bitcoin's combined performance above $52,000 exceeded expectations, and cryptocurrency exchanges$Coinbase (COIN.US)$After the results, it rose by nearly 9%, rising nearly 27% last week, and the stock price hit a 52-week high.
According to the news, Bitcoin has climbed to more than 52,000 US dollars amid a widespread rebound in the cryptocurrency market. Bitcoin's 22% increase so far this year has made its market value exceed 1 trillion US dollars for the first time since December 2021.
Furthermore, in the fourth quarter, Coinbase achieved net profit of 273 million US dollars (profit of 1.04 US dollars per share), reversing the loss situation of 557 million US dollars in the same period last year, marking the first quarterly profit in two years, and Coinbase turned a loss into a profit.
5. 30 times the biggest bullish stock in ten years! Professional insurance companies$Kinsale Capital (KNSL.US)$The performance exceeded expectations, and the stock price surged more than 15% to a record high, with a market capitalization above 10 billion US dollars.
1. Innovative high-ranking US stock giants
II. Innovate individual US stocks
3. List of the rise and fall rates of popular US stocks
Editor/Somer