Pfizer Moves to Acquire Seagen; Apple TV+ Revenue Poised to Jump; Netflix Subscription Fees
By: Visible Alpha Research & Innovation Lab
In our weekly round-up of the top charts and market-moving analyst insights: Seagen is expected to show sharp sales growth as Pfizer moves to acquire the biotech innovator; Apple TV+ revenue is estimated to double by 2024; Netflix is expected to collect more than $20/month in subscriber revenue per U.S. and Canadian subscriber by 2027; and Softbank’s Arm may grow sales more than 70% as Softbank explores an IPO for the chip designer.
Ted Lasso’s AFC Richmond and Erik ten Hag’s Manchester United Challenge for Fan Dominance
By: Visible Alpha Research & Innovation Lab
With its recent promotion back into the Premier League, all eyes are on AFC Richmond and their singular coach, Theodore “Ted” Lasso, as they faced their season opener this week. But, while football pundits and oddsmakers debate Richmond’s chances on the pitch, Visible Alpha’s data suggests that equity analysts are expecting remarkable performance off of it.
Model 3 and Model Y to Continue Dominating Tesla Sales; Carvana Sales Estimates Crash
By: Visible Alpha Research & Innovation Lab
In our weekly round-up of the top charts and market-moving analyst insights: Tesla’s Model 3 and Model Y are expected to continue contributing the most to Tesla’s overall sales; Carvana’s used car sales are projected to move even lower; Coinbase is not expected to recover lost revenue any time soon; and Nerdwallet’s credit cards segment is poised to help drive sales growth.
Generac’s Generator Headwinds; Alibaba’s Cloud Growth; Boeing & Airbus Sell Larger Planes
By: Visible Alpha Research & Innovation Lab
In our weekly round-up of the top charts and market-moving analyst insights, Generac’s generators are facing a potentially steep drop in residential sales, Alibaba’s computing and infrastructure sales appear poised to double, and wide-body aircraft deliveries from both Boeing and Airbus are expected to take-off.
Paramount Subscribers; New Drugs for Macular Degeneration; Sportradar Eyes U.S.
By: Visible Alpha Research & Innovation Lab
In our weekly round-up of the top charts and market-moving analyst insights, Paramount’s streaming subscribers are projected to grow, new drugs for age-related macular degeneration are projected to challenge market leaders, and Sportradar’s U.S. business is expected to drive growth.
Amazon’s Ads Flourish; Newcrest Mines More Gold; Tractor Supply Co. Chicken Demand Rises
By: Visible Alpha Research & Innovation Lab
In our weekly round-up of our top charts and market-moving analyst insights, Amazon’s digital ads are outperforming peers, Newcrest Mining’s gold production should resume growth next year, and Tractor Supply Company is selling a lot of live chickens.
Just a Click Away: The Ups and Downs of Online Retail
By: Visible Alpha
Almost everyone shops online. It’s so simple to scroll, click, sit back, and wait for your purchase to arrive. Online retailers range from specialized shopping experiences (e.g., Etsy and Pinduoduo) to giant digital “department stores,” à la Amazon, JD.com, and Alibaba, or sell-everything sites, like eBay. No matter what goods companies have on offer, shopping with online retailers is now second nature to most consumers.
May I Take Your Order? Post-Pandemic Restaurant Recovery
By: Visible Alpha
Forced to pivot almost overnight to contactless delivery, online ordering, and increased demand for takeout, restaurants have had to depend on creative problem-solving to survive the past couple of years. Now, as dining habits return to normal, restaurants face labor shortages, supply chain delays, and high inflation. While some have had to shut their doors forever, others have found ways to adapt and even excel.
Coursera, Udemy As They Pave Their Way To Growth & Profitability
By: Visible Alpha
The Covid-19 pandemic brought strong momentum to the revenue growth of the EdTech industry, which expanded by 14.6% in 2021, according to Visible Alpha consensus. Furthermore, analysts project the aggregate of these companies to grow at a CAGR of 3.9% between 2020-25 to USD32 bn.
Higher Container Rates, Fuel Costs Revisions Lead Target’s Margin Warning
By: Visible Alpha Research & Innovation Lab
Target (TGT) recently lowered its 2022 guidance for operating margins, citing excess inventory and higher transportation costs. Target’s statements echo what other retailers, such as Walmart, have said –- supply chain disruptions and higher transportation costs are beginning to crimp margins. Target’s newly revised guidance calls for 2Q operating margins to be around 2%, rising to 6% in the second half of 2022. According to Visible Alpha consensus, analysts are currently estimating that 2022 operating margins will be around 5.1%, down from over 8% when forecasted in May.
