[新聞] 5 Stocks Top Analysts Are Heavily Bullish On Heading Into April
原文標題：
5 Stocks Top Analysts Are Heavily Bullish On Heading Into April
5檔股票頂級分析師對其進入4月份的看法非常樂觀
原文連結：
https://reurl.cc/e9Q8vm
發布時間：
March 22, 2021 6:19am
原文內容：
Despite inflation fears as the economy reopens after a wider COVID-19
vaccination rollout, there are stocks that analysts are highly bullish on.
Here’s a list of best-performing Wall Street analysts’ top five stocks with
“Buy” ratings, as compiled by TipRanks.
Amazon Inc
AMZN 1.17%
: Baird analyst Colin Sebastian has reiterated a “Buy” rating and has a
$4,000 price target in addition to a “Fresh Pick” status on the e-commerce
giant. Colin has support from 30 other top analysts who have a “Buy” rating
as well, as per TipRanks.
Sebastian noted that investors could be missing "one of the most compelling
subscription/quasi-subscription models within the Internet and Technology
sectors,” adding that 75% of Amazon’s revenue is recurring even as it keeps
adding new subscribers effectively.
Baird sees Amazon as "significantly undervalued" and can see it headed to
$5,000 per share in the medium-term.
With a 75% success rate and 34.8% average return per rating, Sebastian is
ranked 28 out of over 7,000 analysts tracked by TipRanks.
Microsoft Corp
MSFT 2.45%
: Wedbush analyst Daniel Ives maintained a “Buy” rating and a $300 price
target on the stock as he sees cloud growth momentum building up for the
company. The rest of the Wall Street analysts are bullish as well with a
total of 23 “Buy” ratings on the stock.
Ives estimates that cloud wars between Amazon and Microsoft to capture market
share are going to intensify and global cloud spending could reach nearly $1
trillion over the next decade.
The veteran analyst has predicted a shift in tide in the cloud space, with
Microsoft standing to benefit.
Alphatec Holdings
ATEC 2.68%
: Medical technology company focused on spinal surgeries has six “Buy”
ratings from top analysts and a $19.7 average stock price forecast. H.C.
Wainwright analyst Sean Lee, who claims a 75% success rate and 69.2% average
return per rating, has maintained a “Buy” rating on the stock and raised
the price target to $19 from $16.
Lee’s rating comes after the company’s fourth-quarter revenue registered a
36% year-over-year surge despite the ongoing COVID-19 headwinds. The analyst
expects EOS imaging to be a key growth driver for the company, contributing
about $127 million in additional revenues by 2025.
Alphatec's recently-launched procedure for lateral surgeries that
significantly shortens the surgery times could also be a major growth driver
this year.
Addus Homecare Corp
ADUS 0.04%
: Brokerage RBC Capital analyst Frank Morgan, who has a 5-star rating on the
stock, has reiterated a "Buy" rating and a price target of $136.
The Texas-based home and healthcare company recently unveiled a new value
plan to support closer coordination of care for patients as they are
discharged from acute care hospitals into their homes or into post-acute
facilities.
Morgan believes the plan “positions Addus for a larger role in post-acute
coordination with potential for longer-term shared savings.” The analyst is
also encouraged by the recently passed COVID federal relief aid as “it
provides a 10% boost to the Federal Medical Assistance Percentage meant to
bolster personal care services amid the pandemic.”
This increase gives a larger match than Morgan originally expected, with
earlier versions of the bill mentioning a 7.35% rise.
Amyris Inc
AMRS 8.65%
: H.C. Wainwright analyst Amit Dayal is bullish on the stock and has
significantly roasted its price target to $35 from $11 and reiterated the “
Buy” rating as well.
Dayal, who has a 77% average per rating, along with three top analysts, has a
similar view on the stock in the last two months. The average analyst price
target comes in at $25.50.
Dayal sees improving business fundamentals that support the company’s annual
revenue growth outlook expectations of between 30% and 50% over the next few
years. Also, its debt is set to land below $100 million by the end of the
third quarter this year from $297 million at the beginning of 2020.
The brokerage says the company currently has 18 ingredients currently in
development that could position the company to have more than 30
commercialized ingredients by the end of 2025. In addition, it has four new
brand launches in 2021, is expanding its retail presence, and could benefit
from acquisitions and distribution agreements in international markets
including China and Brazil.
Based on all of the above, the analyst argues that revenues will grow at a
nine-year CAGR from 2021 to 2030 of 28.8%, versus the previous 20.4% estimate.
機翻如下：
儘管隨著COVID-19疫苗接種範圍擴大後經濟重新開放，人們擔心通貨膨脹，但仍有一些股
票被分析師高度看好。以下是TipRanks整理的華爾街分析師表現最好的五隻 "買入 "評級
的股票名單。
亞馬遜公司
AMZN +1.17%
: Baird分析師Colin Sebastian重申了 "買入 "評級，除了對這家電商巨頭的 "Fresh
Pick "狀態外，還將目標價定為4000美元。根據TipRanks的資料，科林得到了其他30位頂
級分析師的支持，他們也給予了 "買入 "評級。
塞巴斯蒂安指出，投資者可能錯過了 "互聯網和科技行業內最引人注目的訂閱/准訂閱模
式之一"，並補充說，亞馬遜75%的收入是經常性的，即使它不斷有效地增加新用戶。
Baird認為亞馬遜的價值 "被顯著低估"，可以看到它在中期內將走向每股5000美元。
塞巴斯蒂安的成功率為75%，每次評級的平均回報率為34.8%，在TipRanks追蹤的7000多名
分析師中排名第28位。
微軟公司
MSFT +2.45%
: Wedbush分析師Daniel Ives維持該股 "買入 "評級，目標價為300美元，因為他認為該
公司的雲計算增長勢頭正在增強。其餘華爾街分析師也都看好該股，共有23位分析師給予
"買入 "評級。
Ives估計，亞馬遜和微軟為搶佔市場份額而進行的雲計算戰爭將愈演愈烈，未來十年全球
雲計算支出可能達到近1兆美元。
這位資深分析師預測，雲計算領域的潮流將發生轉變，微軟將站在受益者的角度。
Alphatec控股
ATEC +2.68%
: 專注於脊柱手術的醫療技術公司獲得了六位頂級分析師的 "買入 "評級，平均股價預測
為19.7美元。H.C. Wainwright分析師Sean Lee宣稱每次評級的成功率為75%，平均回報率
為69.2%，他維持對該股的 "買入 "評級，並將目標股價從16美元上調至19美元。
Lee的這一評級是在該公司第四季度營收錄得同比大增36%之後作出的，儘管COVID-19的風
頭正盛。該分析師預計，EOS成像將成為該公司的主要增長動力，到2025年將貢獻約1.27
億美元的額外收入。
Alphatec最近推出的用於橫向手術的程式，可顯著縮短手術時間，也可能成為今年的主要
增長動力。
Addus Homecare Corp
ADUS +0.04%
: 經紀公司RBC Capital分析師Frank Morgan對該股的評級為5星，他重申了 "買入 "評級
，目標價為136美元。
這家總部位於德克薩斯州的家庭和醫療保健公司最近公佈了一項新的價值計畫，以支持在
患者從急性護理醫院出院到家中或進入後護理設施時，為他們提供更緊密的護理協調。
摩根認為，該計畫 "將Addus定位為在急性後協調中發揮更大作用，並有可能實現長期的
共用節約"。該分析師還對最近通過的COVID聯邦救濟援助感到鼓舞，因為 "它為聯邦醫療
援助百分比提供了10%的提升，旨在支援大流行期間的個人護理服務"。
這一增幅給出的匹配度比摩根原先預期的要大，早先的法案版本中提到了7.35%的漲幅。
Amyris Inc
AMRS +8.65%
: H.C. Wainwright分析師Amit Dayal看好該股，並將其目標價從11美元大幅烤到35美元
，同時重申 "買入 "評級。
Dayal的平均每次評級為77%，以及三位頂級分析師，在過去兩個月中對該股的觀點也是如
此。分析師平均目標價為25.5美元。
Dayal認為，業務基本面的改善支持了公司未來幾年30%至50%的年收入增長前景預期。另
外，其債務將從2020年初的2.97億美元降落到今年第三季度末的1億美元以下。
該券商表示，公司目前有18種原料正在開發中，到2025年底，公司的商品化原料定位可能
超過30種。此外，該公司在2021年將推出4個新品牌，正在擴大零售業務，並可能從包括
中國和巴西在內的國際市場的收購和分銷協議中受益。
基於以上種種，分析師認為，從2021年到2030年，該公司的收入將以9年的複合年增長率
28.8%，而此前的估計為20.4%。
心得/評論：
除了微軟和亞馬遜以外
還是有很多有趣的公司被分析師關注
當然坐雲霄飛車的各類毛票、ark概念股和中概股還是市場的焦點
不過在華語圈沒什麼關注到的地方
還是有很多有趣的股票在悄悄上漲著
例如我之前一直很喜愛的ROG，股價也默默地從年初152衝擊一輪200大關了
偶而看看自己關注圈以外的股票也是蠻有趣的
--
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