저자: Julie-사회자,출연자미상 · 외국인
요약 보기
52주 신고가 근처인 Visa(V), Micron(MU), Palantir(PLTR) 세 종목을 소개하고 애널리스트 평가를 정리. Visa는 20 매수/3 보유 컨센서스로 평균 목표가 $277(약 11.8% 상승 여지), Micron은 18매수/5보유/1매도로 목표가 $78 근처이며 실적 적자 축소 언급, PLTR은 4매수/5보유/5매도로 평균 목표가 $15(약 30% 하락 여지). 내부자·헤지펀드 매도 흐름도 언급. 투자 권유가 아니며 자체 리서치 필요 강조.
다듬은 글
hey everyone it is Julie here with tip ranks today we're taking a look at three bigname stocks that are trading at 52 week highs so let's get into it all right guys welcome back thank you all so much for being here like I said today we're taking a look at three stocks that are treating at their 52- we highs so of course they've seen some great growth lately but we want to take a look at what analysts think lies ahead and today we have quite a mix of buys holds and sells just before we get into those three stocks this is a heads up that tip ranks is having the biggest sale of the year for Black Friday you can get 45% off premium and ultimate subscriptions newsletters all sorts of tools so head on over to the ti ranks website right now to take advantage of those great deals and of course with Thanksgiving coming up this week just a reminder that markets are closed on Thursday as well now let's get right into our three stocks today first up we're taking a closer look at Visa their stock trades under the ticker V currently priced at $247 per share they've recently been hitting their 52e high of around $250 and that is a price that they did hit here back in 2021 overall in the past year they have seen growth of 20% including growth of a few percent here in the last 3 months now as the stock has been gaining we've seen people taking profits as well this includes hedge funds who have decreased their overall Holdings in the stock by over 86 million shares in the past quarter also taking some profits are insiders as corporate insiders have placed informative Sals of 9.4 million in the last 3 months helping fuel Visa's recent growth has been a string of earnings beats Revenue has been rising steadily quarter over quarter and in their last quarter they came out with a solid earnings beat at $2.33 and this is one of many earnings beats that the company has reported but with all of this recent growth do analysts think there's more upside ahead one analyst recently weighed in with a hold rating though they did increase their price Target a few dollars the mizuo analyst noted that the company's us volume growth as a percent of incremental personal consumption expenditures declined yet again in Q3 and remains below historical levels The Firm View's share of personal consumption expenditures as a key yard stick in Visa's long-term moat in the US feeling more bullish on the stock is one analyst from Morgan Stanley who recently reiterated their buy they stated that they were impressed by the company's ability to provide a revenue and earnings per share growth guide that aligns with consensus despite ongoing macro uncertainties attributing this to healthy spending and travel trends that Visa is currently observing they said they appreciate Visa's track record of outperforming their initial targets and believes that even with some moderation in spending the company will strive to manage the business and expense growth to at least meet targets the Visa stock currently has 23 analyst ratings and this one leans towards a strong buy with 20 buy ratings in just three holds that strong by rating comes with an average price target of $277 which would be an upside of about 11.8% down below you can see those recent ratings a lot coming in following that last earning support on the low end we do have a hold with a downside of 1.5% a lot of the other ratings all in the double digits with a highend price target with an upside of 18% our second company that has been hitting 52 week highs is Micron trading under the ticker mu their stock is currently priced at $78 per share recently hitting that 52- we high now when we look back a little further they have surpassed this price previously back in 2022 and 2021 they were well above $90 per share at some points in the last few months they have seen some growth of 22% and once again we have people taking some profits hedge funds have decreased their Holdings by 59.4 million shares taking a lot of profits there as well as insiders as we've had sales of about 600,000 in the last few months months now migron has been posting a loss per share for the past year but the last couple of quarters they have at least come in with a narrower loss than expected you can see that Revenue has been coming in quite dramatically lower when we look at a year-over-year basis and their last loss per share came in at $1.7 but this was 7 cents better than anticipated this is compared to however earnings of about the same in the positive the previous year we do have a couple of mixed opinions looking forward on the Micron stock one of those comes from Bank of America who although they did raise their price Target they maintained a hold rating the firm sees a tricky setup for Semiconductor stocks heading into Q3 earning seasons though they call the compute AI the best neighborhood The Firm does see Micron approaching a cycle trough we do have one analyst from City who's feeling a bit more bullish on the Micron stock with their recently reiterated buy they believe that positive market dynamics are expected to ultimately benefit Micron saying that trendforce predicts an increase of 0 to 5% sequentially in drram asps for the first quarter in 2024 due to production cuts by memory makers this reinforces the notion that the drram upturn has commenced the Micron stock does currently have 24 analyst ratings but comes in as a moderate buy with a few mixed opinions plus you'll see we've surpassed a lot of price targets already with the recent growth the stock has 18 buys five holds and one sell with an average price target of $78 which is pretty much where we're sitting right now and down below you'll see those recent ratings uh the most recent all coming back near the end of September following that latest quarterly report many of them we've gotten close to or surpass them price targets of course on the low end we do have a sell with a downside of 25% and a few more with slight downsides on the highend an upside of 15% from sesana and our third stock today trading near 52 we highs is paler Technologies their stock trades under the ticker pltr and is currently priced just above $21 per per share now looking at the chart you can see they've had explosive growth this past year up 193% as they were trading down below $6 at one point before seeing these recent gains in the last few months when we zoom out a bit more though you can see the stock is actually traded much higher than this back in 2020 and 2021 they were up near $40 a share at some point before cooling off majorly here and once again we do have some big people taking their profits with hedge fund activity decreasing by 4 million shares in the last quarter and corporate insiders selling off over $5 million worth of shares in the last 3 months paler has been seeing an upwards Trend in both earnings and revenue and at the start of November did come out with an earnings beat for their Q3 the company reported revenue of 558 million and earnings per share of 7 cents coming in 1 cent ahead of analyst expectations but the paler stock does have a lot more conflicting analyst outlooks one of those is a hold rating that came from Goldman Sachs following that last earnings report now they said there was multiple factors that led to this hold rating on the plus side palente significant Revenue growth particularly within the US commercial sector and their decision to focus on an AI platform boot camps are contributing to the hold rating but there are factors tempering their Outlook as well they said that their net retention rate dipped slightly which may indicate decreas activity in the international commercial sector with a more bullish Outlook we do have an analyst from Bank of America who gives the paler Stock A High rating the analyst said that she sees the company's recent success and future growth as strongly tied to their significant differentiation in the field of AI services and that the fact that their AI platform is still in their early stages but already making substantial contributions is a positive sign they also believe that paler is well positioned to address labor challenges across industries by helping customers leverage their own data for improved employee productivity but like I said overall the paler stock has a lot of differing outlooks currently coming in as a hold based on four buys five holds and five sells the average price target comes in at $15 per share which would actually be a downside of nearly 30% from current prices down below we can see those recent ratings all coming in this month on the low end we do have a cell rating with a downside of 76% so feeling pretty bearish on the stock there uh the only plus we have on the buy end is a rating from back in September with an upside of 177% even our recent buy ratings here have a slight downside as the stock has already surpassed those price targets so that is a quick look at three stocks that have recently hit 52 week highs and some of the outlooks that analysts are predicting but of course I always love hearing from you guys so let me know your thoughts on these three stocks and whether you think they can climb even higher or if things are about to cool off let me know in the comments down below of course please keep in mind these videos are never a suggestion to buy or sell any specific stock and are just meant to share what some analysts are looking at so make sure you always do your own research and due diligence thanks so much for watching I hope you have a great day and I'll see you back here next time
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