Akamai Technologies (AKAM) has been rapidly growing its high-margin cybersecurity and edge computing businesses. Uniform Accounting highlights the company's profitability potential as it grows these businesses, a trend the market seems to be missing, indicating equity upside is warranted. While Akamai's legacy CDN business is viewed by the market as a saturated utility, the company has been pivoting towards higher margin businesses like cybersecurity and edge computing, giving it the ability to...
Akamai Technologies, Inc. (AKAM) has been rapidly growing its high-margin cybersecurity business. Uniform Accounting highlights the company's profitability potential as it grows these businesses, a trend the market seems to be missing, indicating equity upside is warranted. While Akamai's legacy CDN business is viewed by the market as a saturated utility, the company has been pivoting towards higher margin businesses like cybersecurity and Edge Computing, giving it the ability to reinvigorate ...
Holley (HLLY) has a dominant and expanding market position in the growing performance automotive aftermarket. Uniform Accounting highlights that the market is pricing in historically low growth and significantly weaker pricing power, signaling the potential for equity upside as the company continues executing. Holley is currently the dominant player within a $4 billion subset of the growing $35 billion performance automotive aftermarket. The company is using its trusted reputation and an in...
Akamai Technologies, Inc. (AKAM) currently trades near corporate and historical averages relative to Uniform earnings, with a 22.6x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to fade to 12%, accompanied by 7% Uniform asset growth. Meanwhile, analysts expect Uniform ROA to compress to 13% in 2022, accompanied by 8% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $122, representing marginal 4% ...
The independent financial analyst theScreener just lowered the general evaluation of AKAMAI TECHNOLOGIES (US), active in the Software industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 7, 2022, the closing price was USD 110.54 ...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
Status Quo: Bullish Outlook Intact Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. With a lack of breakdowns across Sectors and major indexes, small- and mid-caps outperforming, and new price highs in the S&P 500, Nasdaq 100, Technology, and Discretionary, it is hard to be anything but bullish. · Sector Relative Strength Rankings & Weighting Recommendations. A portion of our bullish outlook has been supported by the fact that ...
The Only Thing We Have To Fear Is Fear Itself This powerful quote from FDR can be applied to many facets of life. When it comes to the market, fear can lead investors to buy when it is time to sell, sell when it is time to buy, or freeze up altogether. Step one in conquering this issue starts with preparation and a gameplan. In our report from last Thursday (3/12) titled “Searching For A Bottom†we laid out our gameplan and what we need to see before having confidence that equity markets ar...
The Only Thing We Have To Fear Is Fear Itself This powerful quote from FDR can be applied to many facets of life. When it comes to the market, fear can lead investors to buy when it is time to sell, sell when it is time to buy, or freeze up altogether. Step one in conquering this issue starts with preparation and a gameplan. In our report from last Thursday (3/12) titled “Searching For A Bottom†we laid out our gameplan and what we need to see before having confidence that equity markets ar...
Key Points: • A number of Restaurant names are staging price and RS reversals or continue to have bullish formations. (ex. CHUY, JACK, CMG) • There are a few healthcare related names that continue to be bright spots and reflect leadership. (ex. CUTR, TFX, BSX, SYK, ADUS, CHE, COO, WST, TRHC, HUM, AMGN, PBH, MRK, and ZTS.) • REITs continue to show leadership characteristics' as many are hitting price and RS highs. (ex. OHI, SBRA, ESS, IRT, and MAA)
There's no denying that Akamai's business is thriving after the firm followed up recent explosive growth with a quarter that exceeded consensus revenue and profit estimates and led to increased full-year guidance. While we find no faults in the unequivocally good quarter, the underlying data points don't change our belief that Akamai doesn't benefit from a moat, and we are not altering our long-term forecast, which calls for 6% average annual organic revenue growth and 400-500 basis points of op...
There's no denying that Akamai's business is thriving after the firm followed up recent explosive growth with a quarter that exceeded consensus revenue and profit estimates and led to increased full-year guidance. While we find no faults in the unequivocally good quarter, the underlying data points don't change our belief that Akamai doesn't benefit from a moat, and we are not altering our long-term forecast, which calls for 6% average annual organic revenue growth and 400-500 basis points of op...
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