Two Directors at PTC Inc sold 5,432 shares at between 174.807USD and 175.362USD. The significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last tw...
Our target price increases to $200 from $185 on higher estimates. Investment Thesis: Sentiment on GOOGL continues to improve markedly, as the new dividend, solid topline results and strong margins more than compensated for higher capex.
What’s New: In this first take following tonight’s results, we touch on: 1. Search remains strong but begins lapping contribution from APAC-based retailers 2. The dividend finally arrives (plus another $70B share buyback authorization) 3. No surprise, Capex commentary implies 2024 full year figure well above consensus. 4. Cloud + YouTube = $100B run-rate at YE2024; our estimate is slightly higher 5. Continued progress on cost optimization
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