Many stocks fail to deliver on investor promises every year, and this year is no different. Many analysts attribute the poor performance of certain stocks to the worsening economic situation, but reports of international disputes have also contributed to it. With market pressures and geopolitical conflicts at an all-time high, analysts have advised investors to steer clear of specific stocks.This article highlights three of the worst-performing stocks that investors should avoid at all costs, or at least un ...

文章核心观点 - 投资者在2024年寻找在股价下跌后仍具有基本面优势的股票，这些股票有望在经济改善、通胀降低和风险偏好增加的背景下反弹，潜在回报至少25%以上 [1] 公司分析 Airbnb (ABNB) - 公司通过创新商业模式连接旅行者和房东，提供独特旅行体验，尽管在COVID-19疫情期间面临挑战，但近年来实现了显著增长 [2] - 旅游需求的复苏是推动Airbnb反弹的关键因素，休闲和商务旅游的增长将继续推动公司发展，2024年下半年经济增强和利率下降也是积极信号 [3] - 2023财年公司报告了创纪录的收入、盈利和自由现金流，2024财年第一季度收入同比增长18%至21亿美元，净利润同比增长126%至2.64亿美元，运营自由现金流接近20亿美元 [3] Adobe (ADBE) - 公司是创意云、数字媒体和营销解决方案的领导者，尽管2024年股价表现不佳，但基本面依然强劲 [4] - 2024年第一季度公司因业绩疲软和指导不佳以及FTC的反垄断调查而股价下跌10%，但第二季度收入达到创纪录的53.1亿美元，净利润同比增长21%至15.7亿美元，主要得益于Creative Cloud的强劲增长 [5] - 公司的人工智能助手软件Adobe Sensei旨在加速客户的设计和生产力，有助于在2024年下半年推动增长和股东回报 [5] McDonald's (MCD) - 公司是全球快餐巨头，尽管2024年面临挑战，但正在积极推进数字化转型并扩大全球业务 [6] - 公司品牌知名度高，在全球118个国家和地区拥有广泛业务，2024年第一季度同店销售连续第13个季度增长，但股价仍下跌14%，市盈率为20倍，估值具有吸引力 [7] - 尽管公司表现积极，但股价持续下跌，是2024年值得关注的股票之一 [7]

文章核心观点 - CrowdStrike Holdings将于6月24日正式加入标普500指数,这是一个重大事件 [1][2] - 根据历史数据,在正式加入指数前,股价通常会有3.5个百分点的超额收益,但加入后21天内又会有1.7个百分点的相对跑输 [6][7][9][10] - 尽管短期内股价可能会有波动,但从长期来看,CrowdStrike的业务表现和增长前景仍然良好 [14][15][16][17] 行业总结 - CrowdStrike是一家网络安全公司,加入标普500指数说明其已经成为行业内的领军企业之一 [1][2] - 网络安全行业正在快速增长,CrowdStrike预计未来4年内市场规模将超过2250亿美元 [15] - CrowdStrike凭借自身的创新和盈利能力,一直在行业内保持较快的增长速度,持续抢占市场份额 [15][16] 公司总结 - CrowdStrike是一家估值达940亿美元的大型科技公司,加入标普500指数后将成为其中最有价值的成员之一 [2] - 公司在云安全平台上持续创新,提供了丰富的产品和服务,为客户带来了良好的使用体验和较高的转化率 [16] - 尽管短期内股价可能会有波动,但从长期来看,CrowdStrike仍有望保持良好的业务表现和增长势头 [14][17]

Airbnb, Inc. (ABNB) closed at $145.97 in the latest trading session, marking a -0.09% move from the prior day. This change lagged the S&P 500's 0.04% loss on the day. Meanwhile, the Dow lost 0.15%, and the Nasdaq, a tech-heavy index, added 0.12%.The company's stock has dropped by 0.74% in the past month, exceeding the Computer and Technology sector's loss of 2.27% and lagging the S&P 500's gain of 4.15%.The investment community will be closely monitoring the performance of Airbnb, Inc. in its forthcoming ea ...

Whenever the Federal Reserve (the Fed) speaks, the whole market, the global financial market, watches closely. A single shift in sentiment and approach to where interest rates may be headed could send markets swinging in either direction, and that’s where investors can begin to look for opportunities. Today, three stocks were caught crashing hard after the Fed’s recent speech, and they are worth looking at.In this group, it is stocks like Airbnb Inc. NASDAQ: ABNB, The Hershey Co. NYSE: HSY, and even Nike In ...

With the world increasingly embracing travel in the post-pandemic era, the industry is set for continued growth throughout the remainder of 2024. June is already upon us. Thus, investors might worry that the industry’s upside has already been priced in. Yet, many of the best travel stocks to buy seem to remain attractively priced, powered by the enduring “revenge travel” trend that emerged after the pandemic and is still going strong.Despite volatile exchange rates and inconsistent levels of affordability, ...

It’s no surprise that trading alongside other investors facilitates confidence. After all, there’s safety in numbers. And this sense of security can be heightened when top Wall Street analysts endorse such collective ideas. However, for higher-than-average returns, you may want to consider contrarian stocks.By that, I’m referring to market ideas that aren’t exactly darlings on the Street. In this case, all of the publicly traded companies listed below feature analyst consensus ratings of hold. Stated differ ...

Thomas BarwickInvestment Thesis Airbnb (NASDAQ:ABNB) reported a strong quarterly results for the first quarter of 2024, exceeding expectations on both revenue and earnings per share. Net income more than doubled to $264 million, driven by a rise in revenue, which was up 18% to $2.14 billion. Nights and experiences booked also grew 9.5% YoY to $132.6 million, indicating continued strength in travel demand. Seeking AlphaDespite positive results, Airbnb forecast for the second quarter fell short of Wall S ...

文章核心观点 - 部分公司在各自行业中处于领先地位,拥有竞争优势,并且仍有大量增长空间 [1][2] - 这类公司通常能够在长期内带来出色的投资回报 [2] Roku - Roku面临了一些挑战,如成本上升和广告支出下降,导致其股价在过去三年下跌82% [3][4] - 但Roku在流媒体行业仍有广阔的增长前景,其平台效应也将吸引更多广告主 [5][6][7][8] - Roku当前估值较低,是一个不错的长期投资机会 [9] Airbnb - Airbnb的业务在疫情初期受到影响,但已经复苏并持续交出不错的业绩 [11][12] - Airbnb拥有强大的网络效应,加上远程办公趋势带来的长期住宿需求,前景看好 [14][15] - 人们对旅行的需求不会很快消退,Airbnb作为行业领导者有望继续保持良好表现 [16]

Airbnb, Inc. (ABNB) closed at $146.66 in the latest trading session, marking a -0.23% move from the prior day. This move lagged the S&P 500's daily loss of 0.11%. Elsewhere, the Dow saw a downswing of 0.22%, while the tech-heavy Nasdaq depreciated by 0.23%.Heading into today, shares of the company had lost 0.03% over the past month, lagging the Computer and Technology sector's gain of 6.52% and the S&P 500's gain of 3.51% in that time.Investors will be eagerly watching for the performance of Airbnb, Inc. in ...