After showing strong momentum throughout 2020 and the first half of 2021, Microsoft continues to close large deals for both enterprise- and consumer-level packages of its cloud-based services. These deals are expected to provide revenue for Microsoft well into 2022.

Ives maintained his buy rating on the stock, and bullishly raised his price target from $325 to $350.

The five-star analyst added that in the “cloud arms race,” Microsoft is poised to capture more market share than Amazon Web Services. Microsoft recently hiked its prices for Office 365, which Ives anticipates could generate more than $5 billion in 2022.

Regarding a long-term cloud computing stock pick, Ives stated, “Microsoft remains our favorite large cap cloud play, and we believe the stock will move higher into year-end as the Street further appreciates the cloud transformation story.”

Out of more than 7,000 analysts on TipRanks, Ives is ranked as #36. The analyst has a 73% success rate on his stock picks, translating to an average return of 34% per rating.






5つ星のアナリストは、「クラウド軍拡競争」において、マイクロソフトはアマゾンウェブサービスよりも多くの市場シェアを獲得する準備ができていると付け加えました。Microsoftは最近、Office 365の価格を引き上げました。これは、Ivesが2022年に50億ドル以上を生み出す可能性があると予測しています。




U.S. consumer discretionary spending trends took off over the last year and half, particularly when it comes to digital shopping. Target has been successful in capturing these movements, and is well-positioned to continue doing so.

Robert Drbul of Guggenheim reported bullishly on the stock, stating that he is “encouraged by the ongoing strength of Target’s business, its profitability and cash flow generation.” Target recently reported second-quarter earnings results, beating Wall Street consensus estimates by 7% in earnings per share, as well as in several other key sectors and metrics.

Drbul reiterated a buy rating for Target, and raised his price target from $250 to $295.

The five-star analyst mentioned that Target has continued to see confidence-instilling growth, in both in-store and digital sales. The general merchandise retailer marked clear success in its fulfillment-from-store operations, moving 95% of its total sales for the quarter and capturing surging online demand. Same day shipping and pickup services expanded another 55% over the same time period, after massive growth of 270% in 2020.

The large stores continue to remain relevant through high-profile brand partnerships. Additionally, Drbul noted that “all five core merchandise categories delivered positive comparable sales, on top of last year’s historic sales performance.”

While increases in freight and shipping costs put a slight dent in Target’s margins, the company has approved up to $15 billion in new share repurchases, and has already completed repurchasing $1.5 billion in stock from the previously approved program.

On TipRanks, Drbul is rated as #319 out of over 7,000 analysts. His average return per rating stands at 12.3%, and he currently maintains a success rate of 67%.










Applied Materials
Closed semiconductor factories, mixed with a heightened demand for smartphones, computers, and automobiles that was brought on by the Covid-19 economic shifts, created the perfect storm. An ongoing semiconductor shortage has been pressuring technology and automotive manufacturers for much of the second quarter. Although several analysts believed it to be easing, the situation is not so simple. The increased demand is, however, good for Applied Materials, which is expected to see revenues continue to grow through 2022.

Bullish Quinn Bolton of Needham & Co. believes the stock “will outperform peers in 2022 due to a structurally favorable WFE [wafer fab equipment] mix next year.”

Bolton reiterated a buy rating on the stock and declared a price target of $153.

Just last Thursday, Applied Materials reported strong second-quarter earnings results, beating Wall Street consensus estimates on earnings per share and gross margin, as well as raising guidance for the third quarter

The expansion in demand for semiconductors has been equalizing, as the firm commits to ramping up supply. Despite this, dynamic random-access memory chips remain undersupplied, although their “spot prices started to fall a couple of weeks ago,” wrote Bolton.

Applied Materials is said by Bolton to have an order backlog worth more than $10 billion. This fact alone underlines the company’s fundamental health and its potential for steady revenues, moving forward.

The five-star analyst is rated by TipRanks as #5 out of over 7,000 total analysts on the site. His stock rating’s success rate holds at 74% correct, and he averages a return of 45.1% per rating.




Needham&CoのBullish Quinn Boltonは、「来年は構造的に有利なWFE [ウェーハファブ機器]の組み合わせにより、2022年には同業他社を上回るだろう」と考えています。







Identifying trends is one of the main requirements of Wall Street’s top analysts. Indeed, trends are in favor of Petco. The Covid-19 pandemic kept people at home, and many then acquired pets, which require care. As this pattern sticks, Petco stands to benefit.

Peter Benedict of Robert W. Baird wrote that Petco “operates a unique, fully integrated pet care ecosystem within the ~100B U.S. pet market.” Its strong second-quarter earnings, roadmap toward offering health services, and lowered debt burdens help categorize it as an attractive stock.

Benedict maintained a buy rating on Petco and assigned a price target of $30.

Calling pets an “annuity,” the analyst noted that several services are necessary to maintain one, so customers are frequently recurring. Petco already captures this market with its diversified offerings, and has been expanding its in-house veterinary services as well. This opportunity is seen by Benedict as a long-term initiative which will expand market share.

The company printed quality second-quarter earnings results, beating expectations and raising guidance. Benedict added that as economies reopened, “in-store shopping drove robust pet care center sales,” and premium services like grooming, training, and medical are in high demand.

When taking into account the company’s additional initiatives in “merchandising, services, digital and data analytics capabilities,” Benedict said that Petco’s stock stands at an attractive valuation.

Benedict is rated by TipRanks as #25 of more than 7,000 experts, and 83% of his ratings have been successful. He averages a return of 24.9% per rating.



ピーターベネディクトロバートW.ベアードのはペトコは、「〜100B米国のペット市場内で一意で、完全に統合されたペットケアのエコシステムを運営しています。」と書きました その強力な第2四半期の収益、医療サービスの提供に向けたロードマップ、および債務負担の軽減は、魅力的な株式として分類するのに役立ちます。







Another massive semiconductor firm has been experiencing high sustained demand for its chips. Nvidia was successful in closing an upbeat Q2, and is expected to continue raking in revenue as gaming and automotive manufacturers demand its products. While the firm struggles to close an acquisition deal, Rajvindra Gill of Needham & Co. nevertheless published his bullish hypothesis on its future outlook.

Gill reiterated a Buy rating on the stock, and raised his price target from $200 to $245 per share.

Nvidia beat second quarter Wall Street consensus estimates on earnings per share and gross margin. With its margins widening, Gill expects the company to have “significant operating leverage.”

On the downside, the five-star analyst does not expect Nvidia’s acquisition of technology firm Arm Ltd. to close any time soon. Obstacles are mounting and negotiations are dragging on, so he estimates a 20% chance of success for this opportunity.

Despite this, demand for data centers is growing significantly, as the trend of enterprise-sized cloud computing takes hold. Furthermore, Gill identifies an opportunity for growth, as an internet service provider can run a full data center based on Nvidia’s triton programming language. Data center build-outs remain Nvidia’s largest driver of growth.

Additionally, the analyst does not see the volatility in cryptocurrency mining regulations as a concern. He writes that while Nvidia’s products are used by some miners, the exposure the company has to this revenue stream is not significant.

To Gill, Nvidia remains a buy partly due to its attractive valuation. He is encouraged by its “superior balance sheet,” calling it “the best one in the industry.”

On TipRanks, Gill has a ranking of #161 among more than 7,000 Wall Street analysts. His ratings return an average of 18.2%, and he is successful 68% of the time.



別の大規模な半導体企業は、そのチップに対する高い持続的な需要を経験しています。Nvidiaは、明るい第2四半期の締めくくりに成功し、ゲームメーカーや自動車メーカーが自社製品を要求するにつれて、引き続き収益を上げることが期待されています。同社は買収契約の締結に苦労しているが、Needham&CoのRajvindra Gillは、その将来の見通しについて強気な仮説を発表した。














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