市场是同步指标,不是预测指标 87岁的杰里米·格兰桑(Jeremy Grantham),刚刚出版了一本回忆录,书名叫《"永久空头"的自白:在短视的世界里做长期投资》(The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World)。 " 永久空头 " ,这个标签带着几分自嘲。 毕竟格兰桑可不是真正...
Igor Suka/E+ via Getty Images Ooma ( OOMA ) is one of the cloud-based communication technology companies I have been following for a while alongside the likes of RingCentral and 8x8 ( EGHT ). As a business, OOMA provides VoIP-based communication services and products for residentials and businesses, as well as the likes of enterprise UCaaS (unified-communication-as-a-service) platforms. It generat...
Igor Suka/E+ via Getty Images Ooma ( OOMA ) is one of the cloud-based communication technology companies I have been following for a while alongside the likes of RingCentral and 8x8 ( EGHT ). As a business, OOMA provides VoIP-based communication services and products for residentials and businesses, as well as the likes of enterprise UCaaS (unified-communication-as-a-service) platforms. It generates revenue through subscription fees for its services and the sale of its communication hardware. Overall, share performance has been rather underwhelming since the IPO in 2015. Having traded around $11 per share around its IPO time and gone through a quite volatile, yet upward journey to reach an all-time high of $24 in mid-2021, the stock experienced a significant downtrend to reach almost $7 per share just two years ago. Nonetheless, OOMA appears to have seen some rebound and then positive momentum as of late, rallying roughly 29% from a 1-year standpoint, driven by around 54% share appreciation just YTD. Currently, OOMA trades around $17 per share. I initiate my coverage with a buy rating. My 1-year price target analysis suggests that OOMA could reach a 16.5% share price upside within the next twelve months. Financial Reviews As of its latest quarterly release in Q1 2027, overall operational fundamentals appear to have been solid, which may have explained the recent momentum. company presentation To start with, OOMA saw a revenue growth of 25% YoY to $81 million in Q1, a solid performance overall. More importantly, the growth was boosted by core subscriptions and services, which are a recurring and therefore a high-quality revenue stream, in my opinion. The raised revenue guidance for FY 2027, further, supports an overall view of a sustained demand outlook. company presentation Bottom-line performance is also equally solid, in my opinion. I believe the fact that OOMA has been able to maintain a subscription gross margin at a rather steady 72% in the past two years sugge...
In this article LLY BMY MRK PFE UTHR RDW XBI Follow your favorite stocks CREATE FREE ACCOUNT The highly anticipated SpaceX mega-IPO is part of a space frenzy that is moving beyond satellite connectivity, launch vehicles, and aerospace defense to the pharmaceutical sector. A growing number of companies are heading to lower Earth orbit to make medicines in zero gravity. The range of commercial oppor...
In this article LLY BMY MRK PFE UTHR RDW XBI Follow your favorite stocks CREATE FREE ACCOUNT The highly anticipated SpaceX mega-IPO is part of a space frenzy that is moving beyond satellite connectivity, launch vehicles, and aerospace defense to the pharmaceutical sector. A growing number of companies are heading to lower Earth orbit to make medicines in zero gravity. The range of commercial opportunities is expanding as foundational aerospace industries set the necessary infrastructure. Morgan Stanley predicts the space economy could surpass $1 trillion by 2040 , and while industries from semiconductors to fiber-optic cables stand to benefit, medicine could see the most immediate disruption. Last year, space and defense technology company Redw ire formed a dedicated subsidiary, SpaceMD, to commercialize pharmaceutical products developed in space. It has spent years developing orbital bioprinting but sees its most commercial opportunity in creating ways to administer drugs to patients. The most successful technology is the PIL-BOX, a new drug formulation technology, SpaceMD CEO John Vellinger told CNBC. SpaceMD has already flown 54 PIL-BOX units – specialized, automated micro-laboratories designed to crystallize proteins in orbit – and has tested 37 drug compounds, he said. "We've worked with Eli Lilly , Bristol Myers Squibb , other pharma companies, and we've shown them these new crystal forms, and they want to continue to bring us new drug candidates," Vellinger said. Why are drugs being made in space? On Earth, pharmaceutical formulation is constantly disrupted by gravity via mechanisms like sedimentation, where heavy particles sink to the bottom of a test tube, and convection, where hot fluids rise and cold fluids sink. In space, the absence of gravity means that scientists can grow more uniform and higher-quality crystals, said Phil Williams, professor of biophysics at the University of Nottingham. Crystals grown in low Earth orbit are therefore more predictabl...
Sirius XM Holdings ( SIRI ) will replace Masimo ( MASI ) in the S&P MidCap 400 effective prior to the opening of trading on Thursday, June 11. S&P 500 & 100 constituent Danaher Corp. ( DHR ) is acquiring Masimo in a deal expected to be completed soon pending final conditions. Sirius XM Holdings ( SIRI ) rose 3.7% in extended trading on Monday. More on Sirius XM Holdings Inc. Sirius XM: Time To Tak...
Sirius XM Holdings ( SIRI ) will replace Masimo ( MASI ) in the S&P MidCap 400 effective prior to the opening of trading on Thursday, June 11. S&P 500 & 100 constituent Danaher Corp. ( DHR ) is acquiring Masimo in a deal expected to be completed soon pending final conditions. Sirius XM Holdings ( SIRI ) rose 3.7% in extended trading on Monday. More on Sirius XM Holdings Inc. Sirius XM: Time To Take Some Profit Sirius XM Holdings Inc. (SIRI) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Sirius XM Holdings Inc. (SIRI) Q1 2026 Earnings Call Transcript iHeartMedia falls on report that talks with Sirius XM have stalled Mid-Cap communication services stocks ranked by quant ratings after earnings season