云通信公司Twilio第三季收入达11.34亿美元，同比增长10%，营业收入创纪录达1.82亿美元，同比增长34%，通信业务板块收入增长至10.60亿美元；公司与OpenAI建立合作关系，实施其GPT 4.0模型以增强对话式人工智能能力；JMP Securities分析师Patrick Walravens维持“买入”评级，维持目标价110美元。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!
1. A multi-share carnival in the communications industry! Cable TV giants $Charter Communications (CHTR.US)$ It soared close to 12% last Friday, a cloud communications company $Twilio (TWLO.US)$ It hit a new high of almost two years.
According to the news, cable TV giant Franchise Communications's third-quarter revenue reached 13.8 billion US dollars, up 1.6% year on year, and earnings per share reached 8.82 US dollars, exceeding analysts' expectations. Specifically, mobile services increased by about 38%, commercial sales reached 1.82 billion US dollars, an increase of 2%, while advertising revenue reached 0.452 billion US dollars, an increase of 18%. The company's retargeting video services are expected to drive higher customer retention rates and per user revenue; TD Cowen analyst Gregory Cowen Williams maintains a “buy” rating and maintains a target price of $525.
Cloud communications company Twilio's third-quarter revenue reached 1.134 billion US dollars, up 10% year on year, revenue reached 0.182 billion US dollars, up 34% year on year, and revenue from the communications business segment increased to 1.06 billion US dollars; the company established a partnership with OpenAI to implement its GPT 4.0 model to enhance conversational artificial intelligence capabilities; JMP Securities analyst Patrick Walravens maintained a “buy” rating to maintain the target price $110.
2. High-performing stocks continue to shine! Analytical instrument giant $Waters (WAT.US)$ , software giants $Atlassian (TEAM.US)$ Both surged nearly 20% last Friday, health care companies $Cardinal Health (CAH.US)$ The stock price reached a record high, $Mobileye Global (MBLY.US)$ Following the performance of parent company Intel, it surged nearly 15%.
According to the news, Analytical Instruments Waters's third-quarter sales were 0.74 billion US dollars, up 4% year on year, up 2.93 US dollars, up 3% year on year, gross margin reached 59.3%, up 20%, and adjusted operating margin reached 30.8%. The company raised adjusted earnings per share for the full year of 2024, reflecting strong profit margin performance; Daniel Brennan, an analyst at TD Cowen, maintained a “holding” rating and raised the target price to $410.
Software giant Atlassian's total revenue for the third quarter increased 21% year over year, subscription revenue increased 33% year over year, operating cash flow was 80.5 million US dollars, and total free cash flow was 74.3 million US dollars. The company expects revenue for the next quarter to be between 1.233 billion and 1.241 billion, and revenue for fiscal year 2025 is expected to increase 16.5% to 17%; UBS analyst Gregg Moskowitz maintained the “outperform the market” rating and raised it Target price is $240.
Cardina Health's third-quarter revenue was 52 billion dollars, down 4% due to customer transformation. Thanks to strong operating performance, adjusted revenue increased 15%, and earnings per share increased 9% year over year. Driven by positive trends in branded drugs and generic drugs in the pharmaceutical sector, gross margin increased 9% and operating income increased 12% to $0.625 billion; TD Cowen analyst Charles Rhyee maintained its “hold” rating and raised the target price to $130.
According to the financial report released by Mobileye Global on October 31, due to a 9% decrease in revenue compared to the same period last year, operating expenses were slightly higher than 1 billion US dollars, and operating cash flow was strong in the third quarter, reaching 0.126 billion US dollars. On November 1, the company's stock price rose again along with the strong performance growth of parent company Intel; Barclays Bank analyst Dan Levy maintained a “buy” rating and maintained a target price of $18.
3. Intel or sell its chip division? Optical communication chip giant $Marvell Technology (MRVL.US)$ It is considered a potential buyer and has increased by more than 40% during the year.
According to the news, as part of a broader plan to cut costs, Intel may sell its programmable chip division Altera, and Marvel has been viewed as a potential buyer. Analysts at Raymond James pointed out in an industry briefing that such a deal may generate a “moderate or slight increase” in Marvell's profits and provide a “moderate synergy”. Raymond James analysts led by Srini Pajjuri said: “From a strategic perspective, a potential acquisition would help Marvell is diversifying into industrial or defense markets and strengthening its strong presence in the telecom and data center markets.”
1. Innovate individual US stocks
II. List of the rise and fall rates of popular US stocks
Edit/Wade
