个人中心 - 老虎社区

Narayanan

IP属地：未知

帖子 · 27帖子 · 27
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- NarayananNarayanan
  ·2021-08-17
  Like
  The Chip Shortage Could Last Years. It Isn’t All Bad for Auto Stocks.
  The automotive-semiconductor shortage is constraining global car production, leading to low inventor
  The Chip Shortage Could Last Years. It Isn’t All Bad for Auto Stocks.
  484 2
  11
  分享
  举报
- NarayananNarayanan
  ·2021-08-16
  Like
  Why Regulatory Risk Is A Silver Lining For Apple And Google
  The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and
  Why Regulatory Risk Is A Silver Lining For Apple And Google
  650 1
  6
  分享
  举报
- NarayananNarayanan
  ·2021-08-15
  Like
  Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings
  Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.
  Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings
  582 1
  13
  分享
  举报
- NarayananNarayanan
  ·2021-08-14
  Like
  非常抱歉，此主贴已删除
  676 1
  3
  分享
  举报
- NarayananNarayanan
  ·2021-08-13
  Like
  非常抱歉，此主贴已删除
  561 1
  4
  分享
  举报
- NarayananNarayanan
  ·2021-08-11
  Like
  非常抱歉，此主贴已删除
  745 2
  2
  分享
  举报
- NarayananNarayanan
  ·2021-08-10
  Comment
  非常抱歉，此主贴已删除
  661 2
  6
  分享
  举报
- NarayananNarayanan
  ·2021-08-10
  Like
  非常抱歉，此主贴已删除
  706 评论
  5
  分享
  举报
- NarayananNarayanan
  ·2021-08-09
  Like
  非常抱歉，此主贴已删除
  580 1
  7
  分享
  举报
- NarayananNarayanan
  ·2021-08-08
  Like
  非常抱歉，此主贴已删除
  518 1
  3
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3568948415316733","uuid":"3568948415316733","gmtCreate":1605884071678,"gmtModify":1639533056867,"name":"Narayanan","pinyin":"narayanan","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/56c8ad986932bbfda0ed07033a264bd0","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":18,"headSize":298,"tweetSize":27,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.73%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":839499051,"gmtCreate":1629171049273,"gmtModify":1633686839352,"author":{"id":"3568948415316733","authorId":"3568948415316733","name":"Narayanan","avatar":"https://static.tigerbbs.com/56c8ad986932bbfda0ed07033a264bd0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568948415316733","authorIdStr":"3568948415316733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/839499051","repostId":"1176063500","repostType":4,"repost":{"id":"1176063500","kind":"news","pubTimestamp":1629170268,"share":"https://www.laohu8.com/m/news/1176063500?lang=&edition=full","pubTime":"2021-08-17 11:17","market":"us","language":"en","title":"The Chip Shortage Could Last Years. It Isn’t All Bad for Auto Stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=1176063500","media":"Barrons","summary":"The automotive-semiconductor shortage is constraining global car production, leading to low inventor","content":"<p>The automotive-semiconductor shortage is constraining global car production, leading to low inventories and high prices for new and used vehicles. It could last for years. That isn’t all bad for car stocks, however. Still, it’s better to sell cars when consumers want them, instead of hoping that demand for new vehicles will remain when the chip shortage is eventually resolved.</p>\n<p>The chip shortage is a result of many factors. For starters, car companies stopped ordering supplies at the onset of the pandemic. Cash conservation&nbsp;was of paramount importance as demand dried up. Consumer-electronics companies didn’t react as severely, and when car demand came back stronger than expected, the capacity for chips just wasn’t there.</p>\n<p>Acts of God didn’t help either. Afire at a chip plant&nbsp;in Japan limited production. So did the&nbsp;cold weather snap&nbsp;in Texas. Now Covid is hurting production again in&nbsp;Malaysia.</p>\n<p>“Many, if not all, of these factors would appear to be transient,” writes RBC analyst&nbsp;Joe Spak&nbsp;in a Sunday research report. “There could be structural reasons why semi capacity may limit automotive production over the coming years.” Chips might be in short supply for a long time. He cites a couple of reasons.</p>\n<p>First is electric vehicles. EVs require more semiconductor technology, writes Spak. Managing power from batteries along with charging curves are all, essentially, computing problems. Autonomous-driving features increasingly common on cars also require lots of computing power.</p>\n<p>Next is what Spak calls “automotive inflexibility.” Automotive chips tend to be older, more-proven technology. The car business prioritizes reliability. But chip companies don’t like investing in older tech.</p>\n<p>Another factor mentioned tangentially by Spak: the consumer-electronics industry isn’t going to shrink. It will demand more and more chips in the future.</p>\n<p>One fix is for car companies to adopt new technology, but that will take time. He says that could benefit&nbsp;Aptiv(ticker: APTV)—a parts supplier that manages electrical architecture in vehicles. He rates the stock at Buy and has a $188 price target.</p>\n<p>Spak says global light-vehicle production could be limited to about 90 million cars a year for the foreseeable future—regardless of what vehicle demand turns out to be. That’s flat with average production from recent, pre-pandemic years. That means new vehicle inventories will be lower for longer. That isn’t all bad for the industry, though. That would mean better pricing for auto makers. Car companies would also build the nicest cars. The chip shortage has been good for vehicle mix.</p>\n<p>Car stocks are still doing well, despite the shortage. The mix and pricing benefits have far outweighed any negatives so far.Ford Motor(F) stock is up 53% year to date, better than the 18% and 16% comparable, respective returns of the&nbsp;S&amp;P 500 index&nbsp;and&nbsp;Dow Jones Industrial Average.</p>\n<p>General Motors(GM) stock is up 27% year to date. Still, GM stock is down almost 9% since the company gave disappointing earnings guidance for the second half of 2021 on its Aug. 4 earnings conference call. There are a few reasons for weaker-than-expected guidance, but the chip shortage is one of them.</p>\n<p>The industry might benefit from low inventories, but investors still have to deal with volatility from the chip situation.</p>\n<p>The biggest risk for the auto industry might be that car demand could dry up before the chip situation is resolved. Then the cars consumers want to buy today might never be sold.</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>The Chip Shortage Could Last Years. It Isn’t All Bad for Auto Stocks.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nThe Chip Shortage Could Last Years. It Isn’t All Bad for Auto Stocks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/chip-shortage-auto-stocks-51629133890?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The automotive-semiconductor shortage is constraining global car production, leading to low inventories and high prices for new and used vehicles. It could last for years. That isn’t all bad for car ...</p>\n\n<a href=\"https://www.barrons.com/articles/chip-shortage-auto-stocks-51629133890?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/chip-shortage-auto-stocks-51629133890?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176063500","content_text":"The automotive-semiconductor shortage is constraining global car production, leading to low inventories and high prices for new and used vehicles. It could last for years. That isn’t all bad for car stocks, however. Still, it’s better to sell cars when consumers want them, instead of hoping that demand for new vehicles will remain when the chip shortage is eventually resolved.\nThe chip shortage is a result of many factors. For starters, car companies stopped ordering supplies at the onset of the pandemic. Cash conservation was of paramount importance as demand dried up. Consumer-electronics companies didn’t react as severely, and when car demand came back stronger than expected, the capacity for chips just wasn’t there.\nActs of God didn’t help either. Afire at a chip plant in Japan limited production. So did the cold weather snap in Texas. Now Covid is hurting production again in Malaysia.\n“Many, if not all, of these factors would appear to be transient,” writes RBC analyst Joe Spak in a Sunday research report. “There could be structural reasons why semi capacity may limit automotive production over the coming years.” Chips might be in short supply for a long time. He cites a couple of reasons.\nFirst is electric vehicles. EVs require more semiconductor technology, writes Spak. Managing power from batteries along with charging curves are all, essentially, computing problems. Autonomous-driving features increasingly common on cars also require lots of computing power.\nNext is what Spak calls “automotive inflexibility.” Automotive chips tend to be older, more-proven technology. The car business prioritizes reliability. But chip companies don’t like investing in older tech.\nAnother factor mentioned tangentially by Spak: the consumer-electronics industry isn’t going to shrink. It will demand more and more chips in the future.\nOne fix is for car companies to adopt new technology, but that will take time. He says that could benefit Aptiv(ticker: APTV)—a parts supplier that manages electrical architecture in vehicles. He rates the stock at Buy and has a $188 price target.\nSpak says global light-vehicle production could be limited to about 90 million cars a year for the foreseeable future—regardless of what vehicle demand turns out to be. That’s flat with average production from recent, pre-pandemic years. That means new vehicle inventories will be lower for longer. That isn’t all bad for the industry, though. That would mean better pricing for auto makers. Car companies would also build the nicest cars. The chip shortage has been good for vehicle mix.\nCar stocks are still doing well, despite the shortage. The mix and pricing benefits have far outweighed any negatives so far.Ford Motor(F) stock is up 53% year to date, better than the 18% and 16% comparable, respective returns of the S&P 500 index and Dow Jones Industrial Average.\nGeneral Motors(GM) stock is up 27% year to date. Still, GM stock is down almost 9% since the company gave disappointing earnings guidance for the second half of 2021 on its Aug. 4 earnings conference call. There are a few reasons for weaker-than-expected guidance, but the chip shortage is one of them.\nThe industry might benefit from low inventories, but investors still have to deal with volatility from the chip situation.\nThe biggest risk for the auto industry might be that car demand could dry up before the chip situation is resolved. Then the cars consumers want to buy today might never be sold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830874745,"gmtCreate":1629067742787,"gmtModify":1633687753161,"author":{"id":"3568948415316733","authorId":"3568948415316733","name":"Narayanan","avatar":"https://static.tigerbbs.com/56c8ad986932bbfda0ed07033a264bd0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568948415316733","authorIdStr":"3568948415316733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830874745","repostId":"2159321288","repostType":4,"repost":{"id":"2159321288","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628990553,"share":"https://www.laohu8.com/m/news/2159321288?lang=&edition=full","pubTime":"2021-08-15 09:22","market":"us","language":"en","title":"Why Regulatory Risk Is A Silver Lining For Apple And Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321288","media":"Benzinga","summary":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and","content":"<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p>\n<p>With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p>\n<p><b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p>\n<p>This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p>\n<p>The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p>\n<p><b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p>\n<p>Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p>\n<p>Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p>\n<p>Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p>\n<p><b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p>\n<p>\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p>\n<p>Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p>\n<p>Latest Ratings for AAPL</p>\n<table>\n <tbody>\n  <tr>\n   <th>Date</th>\n   <th>Firm</th>\n   <th>Action</th>\n   <th>From</th>\n   <th>To</th>\n  </tr>\n </tbody>\n <tbody>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Loop Capital</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Buy</td>\n  </tr>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Deutsche Bank</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Buy</td>\n  </tr>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Piper Sandler</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Overweight</td>\n  </tr>\n </tbody>\n</table>","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>Why Regulatory Risk Is A Silver Lining For Apple And Google</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWhy Regulatory Risk Is A Silver Lining For Apple And Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-15 09:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p>\n<p>With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p>\n<p><b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p>\n<p>This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p>\n<p>The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p>\n<p><b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p>\n<p>Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p>\n<p>Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p>\n<p>Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p>\n<p><b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p>\n<p>\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p>\n<p>Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p>\n<p>Latest Ratings for AAPL</p>\n<table>\n <tbody>\n  <tr>\n   <th>Date</th>\n   <th>Firm</th>\n   <th>Action</th>\n   <th>From</th>\n   <th>To</th>\n  </tr>\n </tbody>\n <tbody>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Loop Capital</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Buy</td>\n  </tr>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Deutsche Bank</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Buy</td>\n  </tr>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Piper Sandler</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Overweight</td>\n  </tr>\n </tbody>\n</table>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOGL":"谷歌A","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321288","content_text":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.\nWith a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.\nWhat the New Legislation Is All About:  The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.\nThis will help avoiding the 30% take rate on in-app purchases, the analyst said.\nThe proposed bill will have to be approved by the House and Senate before becoming law, Munster said.\nRegulation Not Automatically Negative:  The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.\nEven if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.\nApple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.\nAdditionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.\nMunster's Take On Potential Regulation:  The likelihood of radical regulation as low, Munster said. If any regulations do materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.\n\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.\nApple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.\nLatest Ratings for AAPL\n\n\n\nDate\nFirm\nAction\nFrom\nTo\n\n\n\n\nJul 2021\nLoop Capital\nMaintains\n\nBuy\n\n\nJul 2021\nDeutsche Bank\nMaintains\n\nBuy\n\n\nJul 2021\nPiper Sandler\nMaintains\n\nOverweight","news_type":1},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830041350,"gmtCreate":1628995860370,"gmtModify":1633688086345,"author":{"id":"3568948415316733","authorId":"3568948415316733","name":"Narayanan","avatar":"https://static.tigerbbs.com/56c8ad986932bbfda0ed07033a264bd0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568948415316733","authorIdStr":"3568948415316733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830041350","repostId":"2159215676","repostType":4,"repost":{"id":"2159215676","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628992609,"share":"https://www.laohu8.com/m/news/2159215676?lang=&edition=full","pubTime":"2021-08-15 09:56","market":"us","language":"en","title":"Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2159215676","media":"Benzinga","summary":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.","content":"<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p>\n<p><b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p>\n<p>JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p>\n<p>Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p>\n<p>RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p>\n<p>Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p>\n<p>Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p>\n<p><b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p>\n<p>“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p>\n<p>DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p>\n<p>A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p>\n<p>“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p>\n<p>The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p>\n<p>“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p>\n<p><b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p>\n<p>DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p>\n<p>The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p>\n<p>“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p>\n<p><b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p>\n<p>“DASH deserves a premium to the peer set,” Sandler said.</p>\n<p>“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p>\n<p>Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p>\n<p>DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p>\n<p>“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p>\n<p><b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p>","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>Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWhy 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-15 09:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p>\n<p><b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p>\n<p>JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p>\n<p>Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p>\n<p>RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p>\n<p>Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p>\n<p>Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p>\n<p><b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p>\n<p>“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p>\n<p>DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p>\n<p>A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p>\n<p>“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p>\n<p>The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p>\n<p>“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p>\n<p><b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p>\n<p>DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p>\n<p>The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p>\n<p>“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p>\n<p><b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p>\n<p>“DASH deserves a premium to the peer set,” Sandler said.</p>\n<p>“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p>\n<p>Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p>\n<p>DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p>\n<p>“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p>\n<p><b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WBA":"沃尔格林联合博姿","QTWO":"Q2 Holdings Inc","ACI":"艾伯森","DASH":"DoorDash, Inc.","BBBY":"3B家居","RAD":"来德爱"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159215676","content_text":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close.\nThe DoorDash Analysts: Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.\nJMP Securities analyst Ronald V. Josey had a Market Outperform rating and raised the price target from $195 to $210.\nWells Fargo analyst Brian Fitzgerald had an Overweight rating and raised the price target from $215 to $235.\nRBC Capital analyst Brad Erickson had an Outperform rating and raised the price target from $175 to $210.\nMizuho Securities analyst James Lee had a Neutral rating and raised the price target from $155 to $175.\nNeedham analyst Bernie McTernan had a Buy rating and raised the price target from $195 to $230.\nThe Analyst Takeaways: DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.\n“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.\nDoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.\nA focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.\n“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.\nThe analyst noted company management mentioned progress in Canada and Australia and other international launches coming.\n“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.\nNon-Food Delivery Growth: Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.\nDoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.\nThe analyst also noted the addition of more than 5,000 convenience stores in the second quarter including Walgreens Boots Alliance Inc (NASDAQ:WBA), Rite Aid Corporation (NYSE:RAD), Albertsons Companies Inc (NYSE:ACI), PetSmart and Bed Bath & Beyond Inc. (NASDAQ:BBBY) locations.\n“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.\nWhat’s Next: International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.\n“DASH deserves a premium to the peer set,” Sandler said.\n“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”\nAdditional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.\nDoorDash has some regulatory headwinds in large cities such as San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.\n“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.\nDASH Price Action: DoorDash shares rose 3.5% to $194.79 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897122582,"gmtCreate":1628901154746,"gmtModify":1633688686826,"author":{"id":"3568948415316733","authorId":"3568948415316733","name":"Narayanan","avatar":"https://static.tigerbbs.com/56c8ad986932bbfda0ed07033a264bd0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568948415316733","authorIdStr":"3568948415316733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897122582","repostId":"1101274827","repostType":4,"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894216782,"gmtCreate":1628828553546,"gmtModify":1633689142411,"author":{"id":"3568948415316733","authorId":"3568948415316733","name":"Narayanan","avatar":"https://static.tigerbbs.com/56c8ad986932bbfda0ed07033a264bd0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568948415316733","authorIdStr":"3568948415316733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894216782","repostId":"1127554137","repostType":4,"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892155150,"gmtCreate":1628645315870,"gmtModify":1633745447847,"author":{"id":"3568948415316733","authorId":"3568948415316733","name":"Narayanan","avatar":"https://static.tigerbbs.com/56c8ad986932bbfda0ed07033a264bd0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568948415316733","authorIdStr":"3568948415316733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892155150","repostId":"1144336160","repostType":4,"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896984268,"gmtCreate":1628552044154,"gmtModify":1633746305727,"author":{"id":"3568948415316733","authorId":"3568948415316733","name":"Narayanan","avatar":"https://static.tigerbbs.com/56c8ad986932bbfda0ed07033a264bd0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568948415316733","authorIdStr":"3568948415316733"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/896984268","repostId":"1142685473","repostType":4,"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896985446,"gmtCreate":1628552016685,"gmtModify":1633746306682,"author":{"id":"3568948415316733","authorId":"3568948415316733","name":"Narayanan","avatar":"https://static.tigerbbs.com/56c8ad986932bbfda0ed07033a264bd0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568948415316733","authorIdStr":"3568948415316733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896985446","repostId":"1176984218","repostType":4,"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898320797,"gmtCreate":1628474474919,"gmtModify":1633746921100,"author":{"id":"3568948415316733","authorId":"3568948415316733","name":"Narayanan","avatar":"https://static.tigerbbs.com/56c8ad986932bbfda0ed07033a264bd0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568948415316733","authorIdStr":"3568948415316733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898320797","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891878088,"gmtCreate":1628383083944,"gmtModify":1633751384769,"author":{"id":"3568948415316733","authorId":"3568948415316733","name":"Narayanan","avatar":"https://static.tigerbbs.com/56c8ad986932bbfda0ed07033a264bd0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568948415316733","authorIdStr":"3568948415316733"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891878088","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}