巴克莱银行分析师George Wang CFA维持超微电脑“持有”评级。Editor's note: "US Stock Gold Mining" Keep up with daily market trends, insight, and consolidate hot and outstanding stocks, providing multi-dimensional investment opportunities for Mooer and helping them grasp investment opportunities with one chart! Focus on: 1. Performance and stock prices take off! Global fast fashion giant $Gap Inc (GPS.US)$ soared nearly 29% after its performance, reaching a new high for the year. Gap announced its first fiscal 2023 first-quarter results, with net sales of $3.4 billion, exceeding analysts' expectations of $3.28 billion, and earnings per share of $0.41, with overall comparable sales growth of 3%, better than expected 0.91%. In addition, the gross profit margin for the quarter reached 41.2%, higher than analysts' forecast of 38.5%. Its subsidiary brand Old Navy's same-store sales grew by 3%, exceeding market expectations of 2.5%. Based on this, Gap raised its sales and operating profit outlook for the year. Baird has recently raised its target share price for Gap from $23 to $28, and Goldman Sachs has raised its target share price for Gap from $20 to $27. 2. US electric power stocks collectively agitated! The largest wind and solar power generator developer in the United States $NextEra Energy (NEE.US)$, the fourth largest power plant in the United States $Southern Company (SO.US)$, the power and natural gas company $CenterPoint Energy (CNP.US)$, and the electrical production and transmission company $Edison International (EIX.US)$ have all reached new highs for the year. On the news front, as AI technology often requires a lot of energy to develop and operate, utility stocks are becoming a new opportunity for investors. 3. Low-key AI beneficiaries! Data storage giantToday's weather is good Today's weather is good.Please use your Futubull account to access the feature.
1, in the past week, it fell by more than 2%, and the volume of options on Friday decreased slightly to 4 million contracts, with a call ratio dropping to 56%; on the open options chain, the call with an expiration date of this Friday and a strike price of $110 was the hottest, with a trading volume and open interest of nearly 0.09 million contracts. $Super Micro Computer (SMCI.US)$ Get rid of the scandal? The stock price rebounded nearly 80% from the low point, soaring nearly 12% last Friday.
In the news, super micro computer announced last week that it has hired BDO as its new independent auditor and submitted a compliance plan to nasdaq. Analysts said that if super micro computer can obtain approval from the exchange, the timeline for the company to submit the previous fiscal year's audit results will be extended to February next year. Although super micro computer still faces an investigation from the usa Department of Justice, the hiring of BDO is seen as a positive step for the company to resolve financial reporting issues and restore market confidence.
Barclays analyst George Wang CFA maintains a "hold" rating on super micro computer.
2. Musk remains the world's richest person! $Tesla (TSLA.US)$ This month's stock price surged more than 40%, reaching a two-year high.
On the news front, Tesla CEO Elon Musk introduced the pricing vision for the Optimus robot and Robotaxi autonomous ride-hailing service on social media platform X last Friday. He claimed that Tesla is currently working hard to provide corresponding products to consumers at low stock prices, with the Optimus priced between $0.02 million and $0.03 million and the Robotaxi priced around $0.03 million. These two products are expected to officially launch to consumers within two years, but there is also the possibility of delays until 2027 or even 2030 depending on specific circumstances.
Additionally, last Friday it was reported that Tesla is preparing for the Cybertruck electric pickup's entry into the china market. It is adopting two different engineering plans to modify the Cybertruck to meet the market's entry requirements due to the stricter regulatory demands for pedestrian collision protection in the china market, although the specific engineering plans have yet to be disclosed.
Wedbush maintains Tesla's 'buy' rating with a target price of $400.
3. High-performing stocks continue to receive bullish news! Auto auctioneer $Copart (CPRT.US)$ After the earnings report, it surged over 10%, and the stock price hit a new high; search engine. $Elastic (ESTC.US)$ It rose nearly 15% last Friday.
In terms of news, the auto auction company Copart reported revenue of $1.15 billion for the current quarter, up 12%. Auto sales remained basically flat year-on-year, but service revenue, which accounts for the majority of its revenue, increased by 15%. Revenue from services in the usa grew by 13%, and international service revenue grew by 30%. The gross profit from vehicles purchased globally increased by 72%. BNP Paribas Exane assigned a 'buy' rating to Copart and raised the target price from $61 to $66.
Elastic's current quarter revenue reached $0.365 billion, a year-on-year increase of 18%. Elastic cloud revenue amounted to $0.169 billion, a 25% increase year-on-year, with eps at $0.59, which is 55% higher than the estimated $0.38. Quarterly sales were $0.365 billion, up 2.66%. The company projects adjusted eps for the fiscal year 2025 to be $1.68 to $1.72, with revenue of $1.451 billion to $-1.457 billion. DA Davidson maintains a 'neutral' rating on Elastic and raised the target price to $115.
Included in the s&p 500 index! $Texas Pacific Land (TPL.US)$ The annual increase is over 230%, and last Friday the stock price reached a new all-time high.
In news, last Friday, the S&P Dow Jones Index announced that Texas Pacific Land will replace Marathon Oil in the S&P 500 Index before the market opens on November 26, and mueller industries will take Texas Pacific Land's place as a constituent stock in the S&P MidCap 400 Index; the inclusion of TPL in the S&P 500 Index means that mutual funds and etfs tracking the index will buy Texas Pacific Land's stocks, and Texas Pacific Land will also help boost the index.
1. Setting new highs for US stock giants
II. Innovative American individual stocks
III. Popular U.S. stock gains and losses rankings
编辑/Wade
