First of all, thanks for inviting me to share my experience on my last ASX Paper competition. Before I share anything, it's all about my own way of trading and it doesn't mean it is suitable for everyone. When I start off in this competition, I have been focusing a couple of shares and the one that made me into top 3 position in the first week or so. SXG was always in my list because of the gold price soaring. I have been buying and selling this share when it was only $1.70+ and sell w...
Dropbox's ROCE trend suggests profitable reinvestment opportunities. Despite strong fundamentals, the stock's 5-year return is only 6.0%, indicating potential under-recognition by investors.
FearGreed
:
Stock based compensation was $338M in 2023, $331M in 2022, $287M in 2021. It has $1.356B in cash but more than $2B in debt. It generates about $750M in free cash flow and spends more than $500M buying back shares. The sin is being a slow and steady growth tech company. Maybe it should pay down debt instead of buying stock and reducing stock based compensation.
$DocuSign (DOCU.US)$is expected to release earnings on 07 Mar 2024 after the market closes (AMC). Wall Street expects San Francisco, California-based DocuSign to post EPS of $0.65 during the quarter, while revenue estimate is expected to rise 6% to $699.38 million. Docusign has topped estimates for both third-quarter revenue and profit in its last reported earnings. Over the last 2 years, Docusign has beaten EPS estimates 88% of the ti...
Dropbox faces downgrade due to falling annual recurring revenue and declining paying users. Analysts predict no near-term growth catalysts, with Goldman Sachs and BofA Securities lowering their price targets.
Despite Dropbox's Q4 results exceeding revenue and EPS estimates, the market perceived them as mediocre due to the company's challenges. The market now favors operating leverage and free cash flow over 'growth at all costs' for software firms.
Analysts at BofA believe that the bull thesis for Dropbox has played out, citing operational headwinds such as increased churn, slower share repurchase than projected, and lower FCF guidance as negative factors for the company's shares in 2024.
Morning Movers Gapping up $Coinbase (COIN.US)$gained 13% in extended trading after the company posted fourth-quarter earnings of $1.04 per share on revenue of $954 million. Analysts had expected a 1 cent per share loss on revenue of $822 million. $Applied Materials (AMAT.US)$popped 11% in after-hours trading as earnings topped estimates and the company gave a rosy outlook for the fiscal second quarter. First-quarter earnings per s...
Investors have become more cautious about the company over time, despite its impressive EPS growth. The recent positive sentiment around the company and strong share price momentum suggest it might be worth taking a closer look at the stock.
Despite Dropbox's declining earnings forecast, its P/E ratio remains consistent with most companies, indicating investors' reluctance to sell their stock. However, if conditions don't improve, these prices may not be sustainable, risking a share price decline.
Dropbox Stock Forum
Wall Street expects San Francisco, California-based DocuSign to post EPS of $0.65 during the quarter, while revenue estimate is expected to rise 6% to $699.38 million. Docusign has topped estimates for both third-quarter revenue and profit in its last reported earnings.
Over the last 2 years, Docusign has beaten EPS estimates 88% of the ti...
Gapping up
$Coinbase (COIN.US)$ gained 13% in extended trading after the company posted fourth-quarter earnings of $1.04 per share on revenue of $954 million. Analysts had expected a 1 cent per share loss on revenue of $822 million.
$Applied Materials (AMAT.US)$ popped 11% in after-hours trading as earnings topped estimates and the company gave a rosy outlook for the fiscal second quarter. First-quarter earnings per s...
No comment yet