5 Top-Ranked Internet Stocks to Buy for 2020

5 2020年全球排名第一的互联网股票

2019/12/26 00:00  Aniruddha Ganguly

Year 2019 has been exceptional for Internet stocks as evident from the robust year-to-date performance of Invesco NASDAQ Internet ETF (PNQI), which has rallied 29.5% compared with the SPDR S&P 500 ETF’s (SPY) growth of 28.5%.

Increasing allegiance to online gaming, music and video streaming services have been boosting growth prospects. Additionally, rising Internet penetration, particularly in emerging markets including Latin America, Africa and South East Asia, presents significant growth opportunities.

Per Statista data, almost 58% or 4.48 billion people were active Internet users as of October 2019. Moreover, the number of people using Internet is expected to be 6 billion or 75% of the estimated global population by 2022, according to Cybersecurity Ventures.

The outperformance is expected to continue in 2020 due to rapid adoption of cloud computing and IoT, proliferation of e-commerce, growing clout of social-media platforms and expanding online delivery services.

Data Explosion to Aid User Base Expansion

Internet companies are delivering innovative solutions to address evolving consumer preference, which is driven by the need for convenience and easy accessibility. The ongoing data explosion is a major growth driver in this regard.

Per Cisco’s Visual Networking Index, annual global IP traffic will reach 4.8 zettabytes (ZB) per year by 2022. In 2017, the annual run rate for global IP traffic was 1.5 ZB per year. Overall, IP traffic will witness CAGR of 26% between 2017 and 2022.

According to World Economic Forum, the entire digital universe is expected to reach 44 ZB by 2020.

Internet-based companies have seamless access to this massive hoard of information and they are using it to develop new innovative solutions by infusing AI, ML and deep learning technologies.

Moreover, real-time analysis of user data supported by AI tools is helping advertisers target the right audience, which is boosting their return on investment. Additionally, focus on video streaming has been driving user engagement that is attracting advertising dollars.

Further, demand for cloud infrastructure monitoring, web-based application performance management, human capital management (HCM) and cyber security software has been on the rise.

Additionally, social media platforms are coming up with e-commerce verticals. This is enabling Internet-based companies like Facebook (FB-Free Report) to tap new opportunities and expand their total addressable market.

Accelerated 5G Deployment: Key Catalyst

Moreover, improving Internet speed courtesy of accelerated deployment of 5G is a key catalyst.

Higher Internet speed, which means low latency, is quintessential for the smooth functioning of IoT devices. Per Rysavy Research, the rollout of 5G will play a significant role in widespread usage and adoption of machine-to-machine systems in 2020 and beyond.

Notably, Goldman Sachs now expects 120 million 5G devices to be deployed in 2020, significantly up from its previous expectation of 50 million.

Moreover, rapid deployment of 5G in 2020 is expected to boost growth in digital advertising, rapid adoption of online payment methods, AR/VR, cloud-based gaming, autonomous vehicle technology, smart cities, wearable computing and online delivery services.

Making the Right Choice

The aforementioned factors are expected to help Internet stocks gain in 2020.

However, stock picking is a difficult task and it is here that the Zacks Stock Screener can come in handy.

Here we pick five Internet stocks that have a favorable combination of a VGM Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Per Zacks’ proprietary methodology, stocks with this favorable combination offer good investment opportunities.

Moreover, these stocks have a market cap of more than $1 billion.

5 Key Picks

Beijing-based Momo (MOMO-Free Report) sports a Zacks Rank #1 and has a VGM Score of A. This mobile-based social networking platform provider has a market cap of $7.33 billion.

The Zacks Consensus Estimate for 2020 earnings has increased 3.1% to $3.37 per share in the past 60 days.

Momo Inc. Price and Consensus

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Covetrus (CVET-Free Report) has a Zacks Rank #2 and a VGM Score of A. This New York- based company provides animal-health technology and services.

Covetrus has a market cap of $1.50 billion. The Zacks Consensus Estimate for 2020 earnings has moved north by 25.5% to 69 cents over the past 60 days.

Covetrus, Inc. Price and Consensus

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Olathe, KS-based NIC (EGOV-Free Report) has a Zacks Rank #2 and a VGM Score of B.

The company provides digital government services aimed at enabling governments to leverage the Internet in order to reduce costs and offer advanced services to businesses and citizens. NIC has a market cap of $1.51 billion.

The Zacks Consensus Estimate for 2020 earnings has increased 2.4% to 87 cents per share in the past 60 days.

NIC Inc. Price and Consensus

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Guangzhou-based Vipshop Holdings (VIPS-Free Report) is an online discount retailer for brands. The company offers branded products to consumers in China through flash sales on vipshop.com website.

This $9.75 billion-worth company also has a Zacks Rank #2 and a VGM Score of B.

Notably, over the past 60 days, the consensus mark for 2020 earnings has moved upward by 21% to $1.21 per share.

Vipshop Holdings Limited Price and Consensus

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San Mateo, CA-based Zuora (ZUO-Free Report) provides cloud-based software on a subscription basis. The company has a Zacks Rank #2 and a VGM Score of B.

The Zacks Consensus Estimate for fiscal 2021 loss has narrowed from 21 cents to 19 cents per share in the past 60 days for this $1.62 billion-worth company.

Zuora, Inc. Price and Consensus

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Zacks Top 10 Stocks for 2020

In addition to the stocks discussed above, would you like to know about our 10 top tickers for the entirety of 2020?

These 10 are painstakingly hand-picked from over 4,000 companies covered by the Zacks Rank. They are our primary picks to buy and hold.

2019年对于互联网股票来说是异常的,从Invesco NASDAQ互联网ETF(PNQI)强劲的年度业绩中可以看出,该交易所交易基金(PNQI)的涨幅为29.5%,而标准普尔500指数ETF(SPDR S&P 500 ETF)的增长率为28.5%。

对在线游戏、音乐和视频流服务的忠诚度不断提高,推动了增长前景。此外,互联网普及率不断上升,特别是在包括拉丁美洲、非洲和东南亚在内的新兴市场,带来了巨大的增长机会。

根据Statista的数据,截至2019年10月,几乎58%,即44.8亿人是活跃的互联网用户。此外,根据网络安全风险投资公司的数据,到2022年,使用互联网的人数预计将达到60亿,占全球人口的75%。

由于云计算和物联网的迅速采用,电子商务的扩散,社交媒体平台的影响力不断增强,以及在线投递服务的不断扩大,预计2020年的表现将继续保持不佳。

数据爆炸辅助用户库扩展

互联网公司正在提供创新的解决方案,以解决不断变化的消费者偏好问题,这是出于方便和容易获取的需要。目前的数据爆炸是这方面的一个主要增长动力。

根据思科的视觉网络指数,到2022年,每年的全球IP流量将达到4.8 zettabytes(ZB)。2017年,全球IP流量的年运行速率为每年1.5 ZB。总体而言,2017年至2022年期间,IP流量的CAGR将达到26%。

据世界经济论坛(WorldEconomicForum)称,到2020年,整个数字世界有望达到44 ZB。

以互联网为基础的公司可以无缝地获取大量的信息,他们正在利用这些信息开发新的创新解决方案,通过注入人工智能、ML和深度学习技术。

此外,人工智能工具支持的用户数据实时分析有助于广告商瞄准合适的受众,这也提高了他们的投资回报。此外,关注视频流一直在推动用户的参与,这吸引了广告收入。

此外,对云基础设施监控、基于web的应用程序性能管理、人力资本管理(Hcm)和网络安全软件的需求也在上升。

此外,社交媒体平台正在推出电子商务垂直版。这使得facebook这样的互联网公司能够开拓新的机遇,扩大其可寻址的市场。

加速5G部署:关键催化剂

此外,由于5G的加速部署,提高互联网的速度是一个关键的催化剂。

更高的互联网速度(这意味着低延迟)是物联网设备顺利运行的典型条件。根据赖萨维研究,5G的推出将在2020年及以后广泛使用和采用机器对机器系统方面发挥重要作用。

值得注意的是,高盛(GoldmanSachs)目前预计2020年将部署1.2亿台5G设备,大大高于此前预计的5000万台。

此外,预计2020年5G的快速部署将推动数字广告的增长、在线支付方式的迅速采用、AR/VR、基于云的游戏、自主汽车技术、智能城市、可穿戴计算和在线交付服务。

做出正确的选择

上述因素预计将有助于2020年互联网股票的增长。

然而,挑选股票是一个困难的任务,正是在这里,ZackStockScreener可以派上用场。

在这里,我们选择五个互联网股票,有一个有利的组合,一个VGM分数A或B和ZackRank#1(强买)或2(购买)。你可以在这里看到今天的Zacks1Rank股票的完整列表。

根据Zack的专有方法,这种有利组合的股票提供了良好的投资机会。

此外,这些股票的市值超过10亿美元。

5个关键点

总部位于北京的莫莫(MOMOO-Free Report)拥有ZackRank#1,VGM得分为A,这家移动社交平台提供商的市值为73.3亿美元。

在过去的60天里,Zack对2020年收益的一致估计增加了3.1%,达到每股3.37美元。

莫莫公司价格与共识

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Covetrus(CVeT-Free Report)拥有ZackRank#2和VGM评分A。这家总部位于纽约的公司提供动物保健技术和服务。

Covetrus的市值为15亿美元。在过去的60天里,Zack对2020年收益的一致估计已经向北移动了25.5%,达到69美分。

科维特鲁斯公司价格与共识

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Olathe,基于KS的NIC(eGov-Free Report)拥有ZackRank#2和VGM评分B。

该公司提供数字政府服务,旨在使政府能够利用因特网降低成本,并向企业和公民提供先进服务。NIC的市值为15.1亿美元。

在过去的60天里,Zack对2020年收益的一致估计增加了2.4%,达到每股87美分。

NIC公司价格与共识

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总部位于广州的Vipshop控股公司(VIPs-FreeReport)是一家在线品牌折扣零售商.该公司通过vipshop网站上的闪光灯销售向中国消费者提供品牌产品。

这家价值97.5亿美元的公司还拥有ZackRank#2和VGM得分B。

值得注意的是,在过去的60天里,2020年收益的普遍指标上升了21%,达到每股1.21美元。

Vipshop控股有限公司价格及共识

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SanMateo,基于CA的Zuora(Zuo-Free Report)在订阅的基础上提供基于云的软件.该公司拥有ZackRank#2和VGM评分B。

在过去的60天里,Zack对2021年会计年度亏损的估计已经从每股21美分收窄到19美分,这是一家价值16.2亿美元的公司。

祖拉公司价格与共识

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扎克斯2020年十大库存

除了上面讨论的股票外,你想知道我们2020年的十大股票吗?

这10家是从ZackRank覆盖的4,000多家公司中精心挑选出来的.它们是我们购买和持有的主要选择。

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风险提示:上文所示之作者或者嘉宾的观点,都有其特定立场,投资决策需建立在独立思考之上。富途将竭力但却不能保证以上内容之准确和可靠,亦不会承担因任何不准确或遗漏而引起的任何损失或损害。