BigBigBigGum
2021-03-22
To the MOOOOOOOOOOOON!!! Daddy Ryan for CEO!
GameStop Earnings Are Coming. Nobody Knows What to Expect.<blockquote>游戏驿站的收益即将到来。没人知道会发生什么。</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":359540344,"tweetId":"359540344","gmtCreate":1616416139788,"gmtModify":1634525969730,"author":{"id":3570322889181116,"idStr":"3570322889181116","authorId":3570322889181116,"authorIdStr":"3570322889181116","name":"BigBigBigGum","avatar":"https://static.tigerbbs.com/417af17cc9f3715c90035c68c4435810","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>To the MOOOOOOOOOOOON!!! Daddy Ryan for CEO!</p></body></html>","htmlText":"<html><head></head><body><p>To the MOOOOOOOOOOOON!!! Daddy Ryan for CEO!</p></body></html>","text":"To the MOOOOOOOOOOOON!!! Daddy Ryan for CEO!","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/359540344","repostId":1121535008,"repostType":4,"repost":{"id":"1121535008","kind":"news","pubTimestamp":1616400620,"share":"https://www.laohu8.com/m/news/1121535008?lang=zh_CN&edition=full","pubTime":"2021-03-22 16:10","market":"us","language":"en","title":"GameStop Earnings Are Coming. Nobody Knows What to Expect.<blockquote>游戏驿站的收益即将到来。没人知道会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121535008","media":"Barrons","summary":"After two months of wild trading,GameStop will report results for its January quarter on Tuesday. Wh","content":"<p>After two months of wild trading,GameStop will report results for its January quarter on Tuesday. What that means for the stock is anyone’s guess.</p><p><blockquote>经过两个月的疯狂交易, GameStop 将于周二公布一月份季度的业绩。这对该股意味着什么,谁也说不准。</blockquote></p><p>In a note Thursday, Wedbush analyst Michael Pachter wrote that GameStop is “well-positioned to be a primary beneficiary of the new console launches.” But he thinks the stock is trading at levels that are disconnected from fundamentals. Though Pachter rates the stock at Neutral, he has a $16 price target. GameStop stock was down 0.7% to $200.27 on Friday.</p><p><blockquote>Wedbush 分析师 Michael Pachter 在周四的一份报告中写道,游戏驿站 “完全有能力成为新游戏机发布的主要受益者”。但他认为该股的交易水平与基本面脱节。尽管 Pachter 对该股的评级为中性,但他的目标价为 16 美元。游戏驿站股价周五下跌 0.7%,至 200.27 美元。</blockquote></p><p>By now, many Americans know why. GameStop stock was widely panned by Wall Street analysts, with the stock falling around the price of a Happy Meal a year ago. It garnered an obscene short interest, meaning hedge funds were lining up to bet on a price decline. But when short sellers get ahead of themselves, positive news can send stocks soaring as they rush to buy shares to close out their bets in the face of unlimited downside.</p><p><blockquote>现在,许多美国人知道为什么了。游戏驿站股票受到华尔街分析师的广泛批评,该股在一年前的开心乐园套餐价格附近下跌。它获得了令人作呕的空头兴趣,这意味着对冲基金正在排队押注价格下跌。但当卖空者超越自己时,积极的消息可能会导致股市飙升,因为他们在面对无限的下跌时争相购买股票以平仓。</blockquote></p><p>In the second half of last year, Chewy co-founder Ryan Cohen entered the mix. He revealed a stake and later called for major changes. He upped his stake in December and joined the board in January with two associates.</p><p><blockquote>去年下半年,Chewy 联合创始人 Ryan Cohen 加入了这一行列。他透露了一个利害关系,后来呼吁进行重大变革。他于 12 月增持股份,并于 1 月与两名合伙人一起加入董事会。</blockquote></p><p>Keying in on the stock’s short interest, and the possibility that GameStop could find a second life as a gaming-focused e-commerce player, retail traders on Reddit’s WallStreetBets forum piled into GameStop stock.Technical quirks of options activity, the aforementioned short interest, and the newfound enthusiasm sent GameStop stock surging in January.</p><p><blockquote>Reddit 的 WallStreetBets 论坛上的散户交易员们纷纷买入游戏驿站股票,因为人们对该股的空头兴趣很高,而且游戏驿站有可能作为一家专注于游戏的电子商务公司获得第二次生命。期权活动的技术怪癖、前面提到的空头兴趣以及新发现的热情导致游戏驿站股票在一月份飙升。</blockquote></p><p><img src=\"https://static.tigerbbs.com/af4f6daf9f72eda7b3a36b48e50ba509\" tg-width=\"1064\" tg-height=\"1255\"></p><p><blockquote></blockquote></p><p>WallStreetBets made it to the front pages of national newspapers, and the bearish hedge funds got torched. It also kicked off a debate about short selling, as well as one about retail traders’ access to financial markets after Robinhood and other brokers temporarily limited buying of the stock due to financial requirements from their clearinghouses.</p><p><blockquote>华尔街的赌注登上了全国性报纸的头版,看跌的对冲基金被点燃了。在 Robinhood 和其他经纪商因清算所的财务要求而暂时限制购买该股票后,这也引发了一场关于卖空的辩论,以及一场关于散户交易者进入金融市场的辩论。</blockquote></p><p>GameStop stock fell back around $40 but surged again in the past month. Though GameStop announced a hunt for a new chief financial officer, some promising e-commerce-focused hires, and a board committee chaired by Cohen to guide its transformation into a technology company, it hasn’t provided an update on sales or its prospects since its holiday sales release on Jan. 11, which signaled a disappointing December.</p><p><blockquote>游戏驿站股价回落至 40 美元左右,但在过去一个月再次飙升。尽管游戏驿站宣布将招聘新的首席财务官,招聘一些有前途的电子商务招聘人员,并成立一个由科恩担任主席的董事会委员会,以指导其向科技公司的转型,但自 1 月 11 日发布假日销售报告以来,该公司一直没有提供最新的销售或前景,这预示着 12 月份的业绩令人失望。</blockquote></p><p>For the full fiscal fourth quarter, Pachter, the analyst at Wedbush, expects sales of $2.3 billion, comparable sales up 4.8% year-over-year, and adjusted earnings of $1.38 a share. He notes that GameStop’s holiday sales report indicated same-store sales were down year-over-year in December andlagged behind positive industrywide data from NPD.He notes the company has lost market share in recent periods to competitors amid a shift to internet spending.</p><p><blockquote>Wedbush 分析师 Pachter 预计整个第四财季销售额为 23 亿美元,可比销售额同比增长 4.8%,调整后每股收益为 1.38 美元。他指出,游戏驿站的假日销售报告显示,12 月份同店销售额同比下降,落后于 NPD 公布的全行业积极数据。他指出,由于转向互联网支出,该公司最近一段时间的市场份额被竞争对手夺走。</blockquote></p><p>BofA Global Research analyst Curtis Nagle wrote in a Friday note that he expects an underwhelming quarter, albeit a profitable one. He wrote that while the recent announcements related to Cohen and new hires are positive, in theory, there haven’t been actual details on cost, timeline, and impacts to earnings of a turnaround plan. He has a $10 price objective with an Underperform rating, noting that the stock’s current valuation and historic multiple would imply earnings before interest, taxes, depreciation, and amortization of $3.5 billion, about four times its peak Ebitda from 2015.</p><p><blockquote>美国银行全球研究分析师柯蒂斯·内格尔 (Curtis Nagle) 在周五的一份报告中写道,他预计本季度业绩将令人失望,尽管本季度盈利。他写道,虽然最近有关科恩和新员工的公告是积极的,但从理论上讲,还没有关于扭亏为盈计划的成本、时间表和对盈利影响的实际细节。他的目标价为 10 美元,评级为跑输大盘,并指出该股目前的估值和历史市盈率意味着息税折旧摊销前利润为 35 亿美元,约为 2015 年 Ebitda 峰值的四倍。</blockquote></p><p>Nagle’s note included an analysis on the impact of $1,400 direct payments on the stock, the idea being that retail investors will use their latest windfall on GameStop stock. His takeaway is that the “stimmies,” as he calls them, will not impact GameStop stock going forward.</p><p><blockquote>内格尔在说明中分析了 1400 美元直接支付对股票的影响,其目的是让散户投资者将把最新的意外之财用于游戏驿站股票。他的观点是,他评级的 “stimmies ”不会影响游戏驿站股票的未来。</blockquote></p><p>Of course, what analysts have said about GameStop stock hasn’t had much of an impact on its recent moves. A positive update on the turnaround plan could thwart the remaining bears in the near term. On the flip side, any commentary on possible stock sales could be negative. Pachter had expected short sellers to abandon their bets, with the stock returning to more fundamental-based levels. That hasn’t happened, he noted.</p><p><blockquote>当然,分析师对游戏驿站股票的评价并没有对其近期的走势产生太大影响。扭亏为盈计划的积极更新可能会在短期内挫败剩余的空头。另一方面,任何关于可能出售股票的评论都可能是负面的。Pachter 预计卖空者会放弃押注,该股将回到更基于基本面的水平。他指出,这种情况并没有发生。</blockquote></p><p>“Activists control the company’s board, and lead activist Ryan Cohen, founder of Chewy, intends to unveil a new strategy sometime soon,” Pachter added. “When the new strategy is revealed and we are able to evaluate it, we will revisit our estimates and PT.”</p><p><blockquote>“激进分子控制着公司的董事会,首席激进分子、Chewy 的创始人 Ryan Cohen 打算在不久的将来公布一项新战略,”Pachter 补充道。“当新战略公布,我们能够对其进行评估时,我们将重新审视我们的估算和 PT。”</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop Earnings Are Coming. Nobody Knows What to Expect.<blockquote>游戏驿站的收益即将到来。没人知道会发生什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop Earnings Are Coming. Nobody Knows What to Expect.<blockquote>游戏驿站的收益即将到来。没人知道会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-22 16:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After two months of wild trading,GameStop will report results for its January quarter on Tuesday. What that means for the stock is anyone’s guess.</p><p><blockquote>经过两个月的疯狂交易, GameStop 将于周二公布一月份季度的业绩。这对该股意味着什么,谁也说不准。</blockquote></p><p>In a note Thursday, Wedbush analyst Michael Pachter wrote that GameStop is “well-positioned to be a primary beneficiary of the new console launches.” But he thinks the stock is trading at levels that are disconnected from fundamentals. Though Pachter rates the stock at Neutral, he has a $16 price target. GameStop stock was down 0.7% to $200.27 on Friday.</p><p><blockquote>Wedbush 分析师 Michael Pachter 在周四的一份报告中写道,游戏驿站 “完全有能力成为新游戏机发布的主要受益者”。但他认为该股的交易水平与基本面脱节。尽管 Pachter 对该股的评级为中性,但他的目标价为 16 美元。游戏驿站股价周五下跌 0.7%,至 200.27 美元。</blockquote></p><p>By now, many Americans know why. GameStop stock was widely panned by Wall Street analysts, with the stock falling around the price of a Happy Meal a year ago. It garnered an obscene short interest, meaning hedge funds were lining up to bet on a price decline. But when short sellers get ahead of themselves, positive news can send stocks soaring as they rush to buy shares to close out their bets in the face of unlimited downside.</p><p><blockquote>现在,许多美国人知道为什么了。游戏驿站股票受到华尔街分析师的广泛批评,该股在一年前的开心乐园套餐价格附近下跌。它获得了令人作呕的空头兴趣,这意味着对冲基金正在排队押注价格下跌。但当卖空者超越自己时,积极的消息可能会导致股市飙升,因为他们在面对无限的下跌时争相购买股票以平仓。</blockquote></p><p>In the second half of last year, Chewy co-founder Ryan Cohen entered the mix. He revealed a stake and later called for major changes. He upped his stake in December and joined the board in January with two associates.</p><p><blockquote>去年下半年,Chewy 联合创始人 Ryan Cohen 加入了这一行列。他透露了一个利害关系,后来呼吁进行重大变革。他于 12 月增持股份,并于 1 月与两名合伙人一起加入董事会。</blockquote></p><p>Keying in on the stock’s short interest, and the possibility that GameStop could find a second life as a gaming-focused e-commerce player, retail traders on Reddit’s WallStreetBets forum piled into GameStop stock.Technical quirks of options activity, the aforementioned short interest, and the newfound enthusiasm sent GameStop stock surging in January.</p><p><blockquote>Reddit 的 WallStreetBets 论坛上的散户交易员们纷纷买入游戏驿站股票,因为人们对该股的空头兴趣很高,而且游戏驿站有可能作为一家专注于游戏的电子商务公司获得第二次生命。期权活动的技术怪癖、前面提到的空头兴趣以及新发现的热情导致游戏驿站股票在一月份飙升。</blockquote></p><p><img src=\"https://static.tigerbbs.com/af4f6daf9f72eda7b3a36b48e50ba509\" tg-width=\"1064\" tg-height=\"1255\"></p><p><blockquote></blockquote></p><p>WallStreetBets made it to the front pages of national newspapers, and the bearish hedge funds got torched. It also kicked off a debate about short selling, as well as one about retail traders’ access to financial markets after Robinhood and other brokers temporarily limited buying of the stock due to financial requirements from their clearinghouses.</p><p><blockquote>华尔街的赌注登上了全国性报纸的头版,看跌的对冲基金被点燃了。在 Robinhood 和其他经纪商因清算所的财务要求而暂时限制购买该股票后,这也引发了一场关于卖空的辩论,以及一场关于散户交易者进入金融市场的辩论。</blockquote></p><p>GameStop stock fell back around $40 but surged again in the past month. Though GameStop announced a hunt for a new chief financial officer, some promising e-commerce-focused hires, and a board committee chaired by Cohen to guide its transformation into a technology company, it hasn’t provided an update on sales or its prospects since its holiday sales release on Jan. 11, which signaled a disappointing December.</p><p><blockquote>游戏驿站股价回落至 40 美元左右,但在过去一个月再次飙升。尽管游戏驿站宣布将招聘新的首席财务官,招聘一些有前途的电子商务招聘人员,并成立一个由科恩担任主席的董事会委员会,以指导其向科技公司的转型,但自 1 月 11 日发布假日销售报告以来,该公司一直没有提供最新的销售或前景,这预示着 12 月份的业绩令人失望。</blockquote></p><p>For the full fiscal fourth quarter, Pachter, the analyst at Wedbush, expects sales of $2.3 billion, comparable sales up 4.8% year-over-year, and adjusted earnings of $1.38 a share. He notes that GameStop’s holiday sales report indicated same-store sales were down year-over-year in December andlagged behind positive industrywide data from NPD.He notes the company has lost market share in recent periods to competitors amid a shift to internet spending.</p><p><blockquote>Wedbush 分析师 Pachter 预计整个第四财季销售额为 23 亿美元,可比销售额同比增长 4.8%,调整后每股收益为 1.38 美元。他指出,游戏驿站的假日销售报告显示,12 月份同店销售额同比下降,落后于 NPD 公布的全行业积极数据。他指出,由于转向互联网支出,该公司最近一段时间的市场份额被竞争对手夺走。</blockquote></p><p>BofA Global Research analyst Curtis Nagle wrote in a Friday note that he expects an underwhelming quarter, albeit a profitable one. He wrote that while the recent announcements related to Cohen and new hires are positive, in theory, there haven’t been actual details on cost, timeline, and impacts to earnings of a turnaround plan. He has a $10 price objective with an Underperform rating, noting that the stock’s current valuation and historic multiple would imply earnings before interest, taxes, depreciation, and amortization of $3.5 billion, about four times its peak Ebitda from 2015.</p><p><blockquote>美国银行全球研究分析师柯蒂斯·内格尔 (Curtis Nagle) 在周五的一份报告中写道,他预计本季度业绩将令人失望,尽管本季度盈利。他写道,虽然最近有关科恩和新员工的公告是积极的,但从理论上讲,还没有关于扭亏为盈计划的成本、时间表和对盈利影响的实际细节。他的目标价为 10 美元,评级为跑输大盘,并指出该股目前的估值和历史市盈率意味着息税折旧摊销前利润为 35 亿美元,约为 2015 年 Ebitda 峰值的四倍。</blockquote></p><p>Nagle’s note included an analysis on the impact of $1,400 direct payments on the stock, the idea being that retail investors will use their latest windfall on GameStop stock. His takeaway is that the “stimmies,” as he calls them, will not impact GameStop stock going forward.</p><p><blockquote>内格尔在说明中分析了 1400 美元直接支付对股票的影响,其目的是让散户投资者将把最新的意外之财用于游戏驿站股票。他的观点是,他评级的 “stimmies ”不会影响游戏驿站股票的未来。</blockquote></p><p>Of course, what analysts have said about GameStop stock hasn’t had much of an impact on its recent moves. A positive update on the turnaround plan could thwart the remaining bears in the near term. On the flip side, any commentary on possible stock sales could be negative. Pachter had expected short sellers to abandon their bets, with the stock returning to more fundamental-based levels. That hasn’t happened, he noted.</p><p><blockquote>当然,分析师对游戏驿站股票的评价并没有对其近期的走势产生太大影响。扭亏为盈计划的积极更新可能会在短期内挫败剩余的空头。另一方面,任何关于可能出售股票的评论都可能是负面的。Pachter 预计卖空者会放弃押注,该股将回到更基于基本面的水平。他指出,这种情况并没有发生。</blockquote></p><p>“Activists control the company’s board, and lead activist Ryan Cohen, founder of Chewy, intends to unveil a new strategy sometime soon,” Pachter added. “When the new strategy is revealed and we are able to evaluate it, we will revisit our estimates and PT.”</p><p><blockquote>“激进分子控制着公司的董事会,首席激进分子、Chewy 的创始人 Ryan Cohen 打算在不久的将来公布一项新战略,”Pachter 补充道。“当新战略公布,我们能够对其进行评估时,我们将重新审视我们的估算和 PT。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/gamestop-earnings-are-coming-nobody-knows-what-to-expect-51616176937?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-earnings-are-coming-nobody-knows-what-to-expect-51616176937?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121535008","content_text":"After two months of wild trading,GameStop will report results for its January quarter on Tuesday. What that means for the stock is anyone’s guess.In a note Thursday, Wedbush analyst Michael Pachter wrote that GameStop is “well-positioned to be a primary beneficiary of the new console launches.” But he thinks the stock is trading at levels that are disconnected from fundamentals. Though Pachter rates the stock at Neutral, he has a $16 price target. GameStop stock was down 0.7% to $200.27 on Friday.By now, many Americans know why. GameStop stock was widely panned by Wall Street analysts, with the stock falling around the price of a Happy Meal a year ago. It garnered an obscene short interest, meaning hedge funds were lining up to bet on a price decline. But when short sellers get ahead of themselves, positive news can send stocks soaring as they rush to buy shares to close out their bets in the face of unlimited downside.In the second half of last year, Chewy co-founder Ryan Cohen entered the mix. He revealed a stake and later called for major changes. He upped his stake in December and joined the board in January with two associates.Keying in on the stock’s short interest, and the possibility that GameStop could find a second life as a gaming-focused e-commerce player, retail traders on Reddit’s WallStreetBets forum piled into GameStop stock.Technical quirks of options activity, the aforementioned short interest, and the newfound enthusiasm sent GameStop stock surging in January.WallStreetBets made it to the front pages of national newspapers, and the bearish hedge funds got torched. It also kicked off a debate about short selling, as well as one about retail traders’ access to financial markets after Robinhood and other brokers temporarily limited buying of the stock due to financial requirements from their clearinghouses.GameStop stock fell back around $40 but surged again in the past month. Though GameStop announced a hunt for a new chief financial officer, some promising e-commerce-focused hires, and a board committee chaired by Cohen to guide its transformation into a technology company, it hasn’t provided an update on sales or its prospects since its holiday sales release on Jan. 11, which signaled a disappointing December.For the full fiscal fourth quarter, Pachter, the analyst at Wedbush, expects sales of $2.3 billion, comparable sales up 4.8% year-over-year, and adjusted earnings of $1.38 a share. He notes that GameStop’s holiday sales report indicated same-store sales were down year-over-year in December andlagged behind positive industrywide data from NPD.He notes the company has lost market share in recent periods to competitors amid a shift to internet spending.BofA Global Research analyst Curtis Nagle wrote in a Friday note that he expects an underwhelming quarter, albeit a profitable one. He wrote that while the recent announcements related to Cohen and new hires are positive, in theory, there haven’t been actual details on cost, timeline, and impacts to earnings of a turnaround plan. He has a $10 price objective with an Underperform rating, noting that the stock’s current valuation and historic multiple would imply earnings before interest, taxes, depreciation, and amortization of $3.5 billion, about four times its peak Ebitda from 2015.Nagle’s note included an analysis on the impact of $1,400 direct payments on the stock, the idea being that retail investors will use their latest windfall on GameStop stock. His takeaway is that the “stimmies,” as he calls them, will not impact GameStop stock going forward.Of course, what analysts have said about GameStop stock hasn’t had much of an impact on its recent moves. A positive update on the turnaround plan could thwart the remaining bears in the near term. On the flip side, any commentary on possible stock sales could be negative. Pachter had expected short sellers to abandon their bets, with the stock returning to more fundamental-based levels. That hasn’t happened, he noted.“Activists control the company’s board, and lead activist Ryan Cohen, founder of Chewy, intends to unveil a new strategy sometime soon,” Pachter added. “When the new strategy is revealed and we are able to evaluate it, we will revisit our estimates and PT.”","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":613,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":38,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/359540344"}
精彩评论