One of Wall Street's top-performing stocks is perfectly positioned to announce a stock split later this week.For much of the last two years, Wall Street and investors have been fixated on the artificial intelligence (AI) revolution. But what they might not realize is how important stock-split euphoria has been for pushing Wall Street's major indexes higher in 2024.A stock split is a tool public companies have at their disposal that allows them to superficially adjust their share price and outstanding share ...

文章核心观点 - 公司是一家优秀的企业,为客户提供了很大的价值 [1] - 但作者认为公司目前的股票并不具有吸引力,持有悲观态度 [1] 公司概况 - 公司是一家独立投资者管理家庭投资组合的研究分析师 [1] - 主要通过自主管理的退休基金进行投资 [1] - 采取广泛的行业覆盖策略,只要有潜在的超额收益机会就会进行投资 [1] - 持股期限从几个季度到多年不等 [1] 评论披露 - 作者没有持有任何所提及公司的股票、期权或类似衍生工具,也没有在未来72小时内进行任何此类交易的计划 [2] - 文章由作者本人撰写,表达的是自己的观点,没有从任何方面获得报酬(除了来自Seeking Alpha) [2] - 作者与文中提及的任何公司都没有任何业务关系 [2] - Seeking Alpha声明过往业绩不能保证未来结果,不会对任何投资的适合性提供建议或意见 [2] - Seeking Alpha不是持牌证券交易商、经纪商或投资顾问,其分析师是第三方作者,既有专业投资者也有个人投资者,可能未经任何机构或监管机构的认证 [2]

文章核心观点 - 尽管面临消费支出压力,但许多公司仍能交出不错的业绩 [1] - 投资者应关注华尔街顶级分析师的推荐股票,这些股票可以抵御短期压力并实现长期增长 [1] Take-Two Interactive Software - 公司在第一财季的调整后收益超预期 [2] - 分析师看好公司即将推出的关键新游戏,预计未来一年的预订量将增长至少40% [2][3] - 新游戏《文明VII》、《无主之地4》和备受期待的《GTA VI》有望带来约22.5亿美元的增量预订量 [2][3] - 移动业务和目录/实时服务预计将分别贡献31亿美元和25亿美元 [2] - 分析师认为即使《GTA VI》发布推迟,也不会对公司未来两年的盈利产生重大影响 [3] - 未来公司还将受益于实时服务/目录销售的长期贡献,以及《荒野大镖客》、《生化奇兵》和《马克斯佩恩》等续作的管线深度 [3] Costco Wholesale - 公司8月份的净销售额同比增长7.1% [4] - 剔除汽油价格和汇率影响,8月同店销售也增长7.1% [4] - 分析师上调了第四财季的每股收益预测,反映了公司销售超预期 [4][5] - 公司在消费支出环境日益严峻的情况下,仍能保持非食品类别的持续强劲增长 [5] - 分析师认为公司的"增长支柱"吸引力依然存在,得益于其持续出色的业绩、门店网络扩张、会员关键指标向好以及最近宣布的会费提高 [5] Netflix - 公司通过打击密码共享和推出广告支持型订阅计划,在宏观压力和激烈的流媒体竞争中表现出色 [7] - 分析师认为尽管广告业务不在Netflix的DNA中,但公司有能力在2025年及以后成为一个重要的广告参与者,到2027年广告收入(不含订阅部分)将占其总收入的10%以上 [7][8] - 目前Netflix的广告业务规模落后于亚马逊等竞争对手,但通过调整计划和定价、捆绑优惠以及提供广泛吸引力的现场内容,公司有望提升规模 [8] - 尽管Netflix的广告型订阅计划会稀释整体的人均收入,但广告预售承诺增长150%、规模扩大和广告格式/技术的改善将推动更高的变现 [8] - 分析师看好Netflix未来几年的收入中高单位数增长、利润率改善和自由现金流的多年增长 [8]

There's more than meets the eye when it comes to the membership-based wholesale retailer's dividend.Costco (COST 0.69%) shareholders have had an incredible run. Shares are up 60% over the last year and 208% over the past five. This obliterates the S&P 500's returns during both periods. Wall Street clearly loves this membership-based wholesale retailer's stock. But what is it, exactly, about Costco that investors love?We all know investors love the company's business model, which flexes its scale to provide ...

The P/E ratio is at a multiyear high.The stock of Costco Wholesale (COST 0.69%) continues to appear unstoppable. It has risen by more than 35% this year. Given the strength of its business and a recent membership price increase, the optimism surrounding this stock appears elevated.However, this situation leaves new investors wondering what to do. Are the continued increases a sign that the retail stock's valuation doesn't matter, or are investors who buy now setting themselves up for months or years of pain ...

Analysts' Estimates for Q4 2024Q3 2024Q4 2023Revenue$80 billion$58.52 billion$78.94 billionDiluted EPS$5.10$3.78$4.86Net Income$2.26 billion$1.68 billion$2.16 billion Key Metric: Digital Sales Growth Costco's leadership has signaled plans to catch up to rivals who have a larger share of digital sales, as the retailer has lagged in online shopping, Morgan Stanley analysts wrote earlier this month. In last quarter's earnings call, Costco leadership said e-commerce sales grew more than 20% year-over-year as ...

Costco (COST) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended August 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on September 26. O ...

Investors are always looking for stocks that are poised to beat at earnings season and Costco Wholesale Corporation (COST) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Costco Wholesale is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — ...

E-commerce could be a huge opportunity for Costco Wholesale in the years ahead.A top retail stock to own this year has undoubtedly been Costco Wholesale (COST -0.53%). Its shares are up more than 35% since January as it has been hitting new all-time highs along the way. Not only is it a stable investment given its extremely popular warehouses, but the company has also continually found ways to grow its business.You might think that with the stock now trading at more than 50 times earnings and the economy po ...

Retail sales showed a surprise 0.1% gain in August, contributing to today's broader market tailwinds and boosting Treasury yields. Despite the better-than-expected reading, shares of Target Corp (NYSE:TGT), TJX Companies Inc (NYSE:TJX), and Costco Wholesale Corporation (NASDAQ:COST) were last seen trading well within negative territory.TGT is down 0.2% to trade at $152.53 at last glance, after the company yesterday announced it will hire 100,000 workers for the holiday season. The equity surged to its highe ...