Jeff Lawson, co-founder, and CEO of Twilio Inc., in the center, plays the opening bell on the New York Stock Exchange floor in New York, September 17, 2018.

Given the uncertain financial landscape, investors want to know how they can identify stocks ready to deliver returns through 2021 and beyond.

One strategy is to follow analysts’ recommendations with a proven track record of success. TipRank analyst forecast service tries to identify the best-performing analysts on Wall Street. These are the analysts with the highest success rate and average return per valuation, taking the number of ratings each analyst published.

Here are five Wall Street stocks’ best-performing analysts I think could be long-term winners.

Cirrus logic

After impressive second-quarter results and third-quarter guide, Christopher Rolland of Susquehanna gave Cirrus logic one inch up. In what tale, the five-star analyst reiterated a purchase valuation and $115 price target, bringing the upside potential to 44%.

“While we had always been a bit confused by the gloomy early June lead last quarter, we were delighted to see the strong rebound back and an exceptional guide for September quarter. We urge investors not to judge anyone one quarter for Cirrus, or try match up CRUS and Apple iPhones are sold, and rather look at two or three in holistic way to get a clearer picture,” Rolland said.

Referring to June quarter driving as “challenging”, the company did not disappoint with his perspective for the September quarter. What’s up? Moreover, management told investors that the company could also ship more of its products to customers during the quarter, but supply limited upside.

It should be noted that Cirrus has reached a long-term supply agreement with semiconductor manufacturer GlobalFoundries. “Even though the details were scarce, we believe the main purpose was how a second supplier of origin, a prudent move given the growing constraint environment,” Rolland said.

In addition, the company has offered more details on its acquisition of Lion Semiconductor, which was announced in July. Management is calling for $ 60 million in additional annual income, and Cirrus expects strong relationships with numerous Chinese original equipment producers.

“The company also carefully highlighted new shipments in laptop PC market, maybe to new area of growth beyond theirs traditional loyal to the phone,” Rolland said.

The analyst added, “In short, we were encouraged by the strong rebound back. ”

Offering a further explanation, he said: “We were delighted with the strong snap of the top line back while we continue to believe in the close relationship with Apple, shared IP and high level of execution in the supply of quality products will continue to grow Cirrus content to the [original equipment manufacturer] over time. Moreover, while a “moon shot” call’, we could also imagine a scenario in which Apple bids for Cirrus, transforming their TX structures in “Apple Austin” is a hub for high quality customized OEM Performance mixed-signal silicon innovations”.

Earn the #36 spot on TipRanks’ list; Rolland has a 76% success rate and 24.6% average yield per rating.

Twilio

Mizuho titles analyst Panigrahi sites say the “strong momentum” is continuing for Twilio. Enduring this in mind, the top analyst gave the price aim for a push, with the figure moving from $400 to $430 (15% upside potential). Also, he left its bullish call as is.

“We continue to see the company as a significant beneficiary of post-Covid-19 digitization efforts. We view Twilio as a durable growth story, one benefiting from several age-old favorable factors, including the proliferation of the “P economy, adoption of multichannel communication e growth in the cloud contact center, “said Panigrahi.

In the most recent quarter, the cloud communications company posted a gain of 67% year-over-year, beating the consensus estimate of 49%.

On top of this, organic revenue growth rose from 49% year-over-year to 52% year-over-year, with the analyst pointing out that the “force” in the quarter was broad-based. “Panigrahi added, “In particular, management highlighted a strong early segment post-merger integration, several customer examples of business penetration, and Twilio’s contact center solution, Flex.”

That said, the segment’s revenues slightly missed analysts’ expectations. However, Panigrahi remains optimistic about the long duration of the company’s growth perspectives.

“Management appears to be very optimistic on the combined opportunity of Segment Twilio and the recent launch of Segment travel. We believe the customer of Segment development platform (CDP) brings significant value for Twilio becomes a leading customer engagement platform”, il analyst noticed.

Waiting for the third quarter, Panigrahi said the outlook for sales growth is “conservative” despite the” tough competitions of 2H21 for lack of political trafficking and more one-time benefits related to the pandemic.”

Based on data from TipRanks, Panigrahi is currently drawing a 75% success rate and a 23.7% average return per rating.

Square

In addition to announcing second-quarter earnings results, Square revealed that it is set to acquire Afterpay, which offers several “buy now, pay later “services, in an all-stock deal worth 29 billion dollars.

According to Needham analyst Mayank Tandon, this purchase could help Square “do a big sketches in the buy now / pay later space while also strengthening her international growth plans.” He added, “we believe the Scalapay agreement will provide further opportunities to improve the long term growth and profitability “.

In what tale, the analyst increased the price $310 to the $350 target (31% upside potential) and reiterated a Buy rating on Square.

Regarding his second-quarter performance, the payment company has provided a strong demonstration. Gross payment volume for the quarter landed at $ 42.8 billion, surpassing Tandon’s $34.8 billion projection and reflecting a gain of 88% year-over-year. The management notes that this fort result, he was “pushed by a continuous force in both the Seller and Cash App segments. ”

Noteworthy, however, for Tandon is the sales app turnover and cash of $ 1.31 billion and $605 million, respectively, beating its estimates of $ 1.06 billion and $ 527 million. On top of this, gross profit increased by 91% year-over-year to $ 1.14 billion, while Cash App’s gross profit increased 94% year-over-year.

It should Note that Square did not provide any information due to the pandemic’s uncertainty. That said, the company has offered up more details on July trends, with the gross payment volume of the seller up 45% in the month, thanks to the reopening of local economies. Cash app trends were also sturdy, even with a tough one-year-over-year comparison.

Summing it all up, Tandon said, “We remain positive on SQ given the fort growth within both the Cash App and Seller ecosystems, the market share earnings and secular trends that drive growth in digital payments. We believe the recent announced The acquisition of Afterpay will be help further round out the payments in rapid scalability e financial ecosystem.”

With a 64% success rate and an average return per valuation of 23.6%, Tandon secured the top spot on TipRanks’ list of best-performing analysts.

ZoomInfo

After a strong beat-and-raise quarter for ZoomInfo, RBC Capital analyst Rishi Jaluria took over coverage of the escort with a purchase evaluation. In addition, it has boosted the price $ 60 to $ 70 target, suggesting the 16% upside potential in the cards.

Jaluria wrote in a recent note, “We came out of the quarter incrementally positive on ZI’s market positioning (strengthened by the recent acquisition of Chorus.ai) and growth perspectives . Taking a step back, we like ZoomInfo for his market leadership position and strong financial profile.”

Taking a closer look at the second quarter press, non-GAAP revenue has arrived in at $ 174.4 million, with 57% growth year-over-year and beating the consensus estimate of $ 162.4 million. In conclusion, non-GAAP EPS was $0.14, surpassing analysts’ forecasts of $ 0.12. That said, Jaluria believes the “main highlight “was organic growth reaching 54% year-over-year, against 50% in the first quarter.

Another key for Jaluria was the strength in net customer adds. The company added 150 new customers of More than $100,000 for annual contract value customers during the quarter, the highest the analyst has ever plotted. He added, “Management also noticed that Q2 was the best quarter in terms of customer loyalty, leading us expect a little improvement in the company is disclosed annually net revenue retention metric. ”

How for full-year top-line driving was bumped up about $ 32 million in half, including an $8.5 million contribution from Chorus.ai, which implies four extra points of sales growth. “Impressively, the 2021 guide implies a score of 80+ on a rule of 40′ base,” Jaluria said.

On top of this, Jaluria told investors that “the acquisition of Chorus.ai is already off to a fort start” with the company by communicating a “number” of deals closed despite the acquisition being closed just three weeks ago. ”

To expose on this the analyst said: “Even though we’re at the beginning, we expect inclusion and cross-selling of The choir will do help drive improved maintenance / expansion of ZoomInfo’s customer base. Also, as a part of the ZoomInfo platform, we would expect Chorus.ai should significantly speed up their own growth (already at 100% in more year-over-year growth) post-integration.”

Jaluria has a 68% success rate and a 23% average return per valuation.

KLA Corporation

After two years on the sidelines, Needham analyst Quinn Bolton joins the KLA Corporation bulls. To this end, it upgraded the semiconductor process control equipment name from Hold to Buy e set to a $390 price objective.

Looking at the previous quarter, Bolton told customers when KLAC reported first-quarter results; he indicated out that this could be the first time that the company “grows” in line with his trial equipment Colleagues in an industry growth cycle, a departure from the historical model until the 2010s when Lam Research and Applied Materials overtook ASML Holding and KLAC. ”

Bolton said to expose his current optimistic stance: “We now believe that KLAC, which has historically underperformed in past WFE upcycles, will be an outperformer in the current WFE’s upcycle and will continue to outperform in the next Downcycle WFE. We believe the WFE mix is ​​moving towards the foundry/logic, EUV that proliferates in DRAM and Intel returning to an annual process technology cadence favor in disproportionately KLAC. ”

Looking at the WFE cycle from 2011 to 2018, Bolton noted the most significant difference between KLAC and its peers in the process equipment space is that the former’S performance is stronger in the downcycle years and weaker in years of upcycling.

“Although during the entire cycle, KLAC’s growth could be in most of in-line with peers, as WFE enters the current super cycle, we believe investors are like concerned as we were on KLAC’s ability outperform. So far, KLAC has proven us wrong,” Bolton said. Therefore, he concluded,” the company may outperform in the upcycle.”

On top of this, in the last few months, KLAC has made a splash, and it’s time to trade with a discount on Lam Research and Applied Materials on a price-earnings basis, which is an “aberration rather than the norm from a historical perspective”, in Bolton’s Opinion, So there analyst is calling for a “media reversion in relative rating to come KLAC’s way. ”

Thanks to its 78% success rate and 46.2% average return per rating, Bolton is the second best-performing analyst on Wall Street.

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