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HUGE Long-Term BUYING opportunity on PayPal #PYPLWe've just opened a LONG #PYPL (PayPal Holdings) position using 2.50% of our equity as we believe that the current post-earnings sell-off is quite overdone at these levels. The stock is down over 58% from its all-time highs of $310 that it reached mid-summer last year. Our view is that while there are definitely issues related to the future growth trajectory of the company that investors are rightfully worried about, the current price action is pricing in the worst possible scenario for the company moving forward, which in our opinion has a very low probability of actually materializing. Furthermore, the weak forward guidance and the severely lowered investor expectations will make it that much easier for the company to beat its own forecasts in the coming months, considering its leadership position in its sector, thus surprising the street positively. This will then cause a chain reaction of positive analyst upgrades and price target revisions. Yes, this whole process might take some time to materialize, but if you are looking for a solid growth stock with a remarkable long-term potential to double your money, then #PYPL is a screaming buy anywhere around the $125-130 range. There is no question about the fact that the miss on the bottom line (EPS) in the most recent earnings report together with the poor forward guidance that the management gave on the earnings call after have been the major drivers for the vicious sell-off that we are seeing today. For 2022, management expects net revenue to increase about 15% to 17% (19% to 21% ex-eBay), and that’s below the roughly 18% analysts were forecasting. The earnings outlook wasn’t any better, with management forecasting adjusted earnings of $4.60 to $4.75, well below analyst estimates of $5.21. On the new users front, PayPal expects to add about 15 million to 20 million net new active accounts this year, and analysts were forecasting growth of about 55 million. This was definitely one of the most disappointing components of the report. However, we believe that the down-beat forward guidance given by the company is hugely blown out of proportions and it seems that investors have been very quick to forget that #PYPL is the leader in the digital payments space and could technically be considered as the largest digital bank in the world with over 300 million clients. Our analysis shows that the eBay transition that the company has been going through has definitely weighted on its financial performance. However, we are in the final stages of it and it will be over and done with by the second half of the year. What investors need to focus on is the fact that the company’s growth rates excluding eBay have remained above 20%. In addition to that the #AMZN (Amazon) partnership with Venmo hasn’t even started yet, and PayPal is free to explore many new partnerships now that it is no longer constrained by its relationship with #EBAY (eBay) . Also, operating expenditure growth is also expected to moderate down the road, allowing management to flex the leverage in the business model and help expand margins. Apart from adding the stock to our long-term corporate investment portfolio here, we've also opened few long-term CALL options on $PYPL, which we expect to substantially boost our portfolio returns in 2022. Follow and copy us for more detailed market analyses, profitable trading ideas and a consistent portfolio performance. Sincerely, @DowExperts
NASDAQ:PYPLLong
by DowExperts
AMAZON (AMZN) TA SCENARIO IDEASo I did a technical analysis on NASDAQ:AMZN and here is my idea/point: Bearish: (not perfect) hammer candle followed by a bearish confirmation Stock in a clear downtrend Ema not showing any trend reversal sign or upwards correction ( no crossing movement) AMZN broke a strong support level Bullish: RSI showing a very Strong Support, so Price may bounce off ( MAY ), we need confirmation in the following Week/Days, I'll update the idea For me, the stock is showing a lack of bullish signs and is therefore bullish, BUT wee still need confirmation on the RSI support Bounce-off/breaktrough. ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ If you enjoyed this post and agree with me, a like and a sub would be very nice : ) Stay updated for more content Have a nice Day : ) Bye! ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
NASDAQ:AMZNShort
by xtekky
4
Amazon and my shopping basketDisney, T Mobile, Amazon, Charter Communications, Netflix. What do all of these companies have in common? 1) They are all >$100B market cap. 2) They all have >10B Gross Profits. 3) They are all at 52 Week Lows. 4) They're all on my shopping list. Amazon just had it's worst week since 2018 after underperforming the S+P in 2021, but this behemoth isn't going anywhere. I don't need to tell you about the value of it's core ecommerce business that we all use, or the AWS that runs a huge chunk of the internet, the 2nd largest hosting provider with their cloud hosting servicing 42% of the top 10k websites by traffic (Source: BuiltWith), or the success of Prime through logistical brilliance, a successful streaming platform and acquisition of Wholefoods to make the most convenient home shopping platform in the world. I don't have to tell you about the 31 acquisitions Amazon has made since 2017, 15 of those since 2019. I don't have to tell you that Amazon is an incredible company that still has a long runway of success and innovation ahead in a growing number of sectors (drones? Yes please!) That's why Amazon is one of my top choices for investment in 2022. The business circumstances for each company deserve separate posts in their own right, but to put it simply these companies are the cream of the crop in their industries and we currently have a fire sale. When the market dips, it's the perfect time to go shopping, and each of these companies deserve serious consideration in your portfolio. Do your own research and make your decisions, but when it comes time to go bargain hunting why not start with the best in class? A few more stocks I'm looking at meet that >$100B market cap, >$10B gross profits, industry leaders but that are at 6 Month Lows include: Estee Lauder Target Oracle Blackrock Salesforce Alphabet (GOOG) We can see where the market takes us this week, but I can say with certainty I'll be a buyer on a number of these names this week.
NASDAQ:AMZNLong
by HayeTrading
6
$AMZN Can Fall to This Zone At 2800 #AMAZONAmazon has been in consolidation, has created equal highs (double top) and now with a little push it can fall down to FCP zone while coming out of the consolidation zone. This may not even stop there but a bounce up can come from there. Rules: 1. Never trade too much 2. Never trade without a confirmation 3. Never rely on signals, do your own analysis and research too ✅ If you found this idea useful, hit the like button, subscribe and share it in other trading forums. ✅ Follow me for future ideas, trade set ups and the updates of this analysis ✅ Don't hesitate to share your ideas, comments, opinions and questions. Take care and trade well -Vik ____________________________________________________ 📌 DISCLAIMER The content on this analysis is subject to change at any time without notice, and is provided for the sole purpose of education only. Not a financial advice or signal. Please make your own independent investment decisions. ____________________________________________________
NASDAQ:AMZNShort
by vikinsa
10
KEY Levels Reached: Four Tech Stocks To Watch! Hello,Traders! We can see from the charts above that AMAZON, NVIDIA, NETFLIX and FACEBOOK All fell sharply and have reached strong key support levels Or even the support clusters as in the case with NFLX and NVDA So I will be watching these ones closely next week Becasue IF these levels get broken, then these stocks Will fall even further down and drag the main indecies with them However, IF we see pullbacks and reversal patterns We might be looking to enter into the long positions From good levels with good discounts! Like, comment and subscribe to boost your trading! See other ideas below too!
NASDAQ:NVDALong
by TopTradingSignals
15
Amazon Analysis 21.01.2022Hello Traders, welcome to this free and educational analysis. I am going to explain where I think this asset is going to go over the next few days and weeks and where I would look for trading opportunities. If you have any questions or suggestions which asset I should analyse tomorrow, please leave a comment below. I will personally reply to every single comment! If you enjoyed this analysis, I would definitely appreciate it, if you smash that like button and maybe consider following my channel. Thank you for watching and I will see you tomorrow!
NASDAQ:AMZN
by basictradingtv
2
Amazon | Fundamental Analysis In 2020, online commerce businesses thrived due to the pandemic and corresponding government lockdown orders. That was the momentum with which Amazon, one of the biggest players in the industry, began 2021. Nevertheless, the tech giant lagged the market last year, and some aspects probably contributed to Amazon's poor performance in 2021. Foremost, investors largely abandoned so-called "pandemic companies," and as a result, many of these companies had a terrible year. Second, Amazon's legendary founder Jeff Bezos stepped down as CEO in Q3, leaving his deputy Andy Jassy at the helm. Will these factors continue to affect Amazon's stock performance, or will the company be able to return to its market gains? Amazon stock is currently trading at $3222. Let's see if the stock can rise about 23% this year and reach the $4,000 mark. While the pandemic has led to increased adoption of e-commerce, from which Amazon has only profited, the outbreak has also brought some problems for the company's consumer business. According to the company's latest quarterly report, the tech giant now faces "labor shortages, increased payroll costs, global supply chain challenges, and increased freight and shipping costs." The company has also doubled the size of its fulfillment network since the pandemic began to cope with capacity issues. Amazon has largely insulated its customers from these higher costs, which indicates it is taking them on. The company said it would incur "several billion additional costs" because of the problems it faces, which could hurt the bottom line, at least in the short term. Amazon has always been focused on meeting the needs of its customers, and it is now demonstrating that commitment again. The money Amazon spends on existing problems will help keep the retail business efficient. Prompt delivery to customers is what's important in the long run. But don't forget the company's cloud computing division, Amazon Web Services (AWS). AWS continues to contribute significantly to Amazon's overall business performance. In the third quarter, the company posted net sales of $110.8 billion, up 15 percent from a year ago. However, the company's operating income and net income declined. Amazon's operating profit fell 21.7% to $4.9 billion, and net income fell to $3.2 billion, down 50.2% from a year ago. How did AWS perform? Net sales in this segment grew 38.9% to $16.1 billion, well above the growth rate of Amazon's entire business. In addition, AWS's operating profit rose 38.1% to $4.9 billion, while Amazon's international segment posted an operating loss. The North American division's operating profit was only $880 million. According to Statista, Amazon had 32% of the cloud computing market in Q3; its closest peer was 21%. And while increased competition in this area is a potential hurdle to keep in mind, Amazon generates a lot of cash, and we can anticipate the business to continue to invest heavily in this business. Amazon ended the third quarter with $30.2 billion in cash and cash equivalents, which remained more or less unchanged from a year ago. By some estimates, the cloud computing market will grow at a compound annual growth rate of 17.9 percent through 2028. That's good news for Amazon - and its shareholders. The tech giant is expected to continue to benefit from this favorable factor. Despite near-term challenges, Amazon is still perfectly set for long-term growth. This is what matters most: After all, the market must be forward-looking. That is why, after being a laggard last year, the company should be expected to outperform the broader market in 2022. Analysts believe that Amazon will increase its revenue by 17.7% this year. In addition, the consensus price forecast for the company is $4104.88, which is 26% higher than the current price. Amazon is likely to exceed that price target over the next 12 months. But even if it doesn't, investors should remain focused on the company's excellent long-term prospects.
NASDAQ:AMZNShort
by FOREXN1
1