文章核心观点 - 介绍Block公司股价表现、财务预期、估值情况及所在行业排名等信息，为投资者提供参考 [1][2][3][4] 公司股价表现 - Block公司最新交易收盘价为65.10美元，较前一日下跌1.96%，跑输当日标普500、道指和纳斯达克指数 [1] - 过去一个月公司股价下跌9.29%，表现逊于商业服务板块和标普500指数 [1] 公司财务预期 - 即将发布的财报中，公司预计每股收益0.75美元，同比增长92.31%；预计净销售额62.9亿美元，同比增长13.63% [1] - 全年预计每股收益3.11美元，营收252.2亿美元，分别较上一年变化+72.78%和+15.07% [2] 分析师估计与评级 - 分析师估计的修正反映公司近期业务趋势变化，积极变化表明分析师对公司业务和盈利能力持乐观态度 [2] - Zacks Rank系统考虑估计变化，Block目前Zacks Rank为3（持有），过去30天Zacks共识每股收益估计增长1.41% [3] 公司估值情况 - Block目前远期市盈率为21.37，低于行业平均的24.15，存在一定折价 [3] - 公司目前PEG比率为0.64，低于科技服务行业平均的1.46 [3] 行业排名情况 - 科技服务行业属于商业服务板块，目前Zacks行业排名为62，处于250多个行业的前25% [4] - Zacks行业排名衡量行业内个股平均Zacks Rank，研究显示排名前50%的行业表现优于后50%的行业两倍 [4]

文章核心观点 - 2023年第一季度,一些知名的亿万富翁投资者积极买卖了一些人工智能(AI)相关的高增长股票 [1][5] - 这些投资者的交易活动可以从他们提交的13F表格中看出 [2][3][4] - 13F表格显示,这些投资者对两只高增长股票Palantir和Broadcom进行了大量买入,而对Meta Platforms进行了大量抛售 [6] Palantir Technologies - Palantir是一家数据挖掘公司,预计未来5年内每年收益增长85.2% [7] - 多位亿万富翁投资者大量买入Palantir股票,原因包括: [7] - Palantir的Gotham平台使用人工智能帮助政府收集数据和进行任务规划,是不可替代的 [8] - Palantir的Foundry平台帮助企业整合大量数据,正快速增长,未来增长空间大 [10] - Palantir拥有充沛的现金流和良好的财务状况,能抵御经济波动 [11] Broadcom - Broadcom是一家半导体公司,预计本财年销售增长41% [12] - 多位亿万富翁投资者大量买入Broadcom股票,原因包括: [12] - Broadcom在人工智能驱动的数据中心领域找到了自己的利基市场 [12][13] - Broadcom在智能手机领域也是一个主导者,受益于5G网络升级带来的设备更新周期 [14] - 投资者可能预期Broadcom未来会进行股票拆分,从而吸引更多投资者 [15] Meta Platforms - 相比之下,Meta Platforms这家社交媒体巨头在第一季度遭到了多位亿万富翁的抛售 [16] - 抛售的原因包括: [16][17][18] - Meta股价已经从2022年低点大幅上涨,投资者想锁定利润 - Meta的资本支出不确定性增加,可能会影响利润 - 投资者担心美国经济前景,Meta作为广告依赖型公司可能受到影响 尽管如此,Meta仍然拥有长期竞争优势,这些亿万富翁可能最终会后悔抛售决定 [19][20][21]

KANSAS CITY, Mo., June 05, 2024 (GLOBE NEWSWIRE) --  H&R Block, Inc. (NYSE: HRB) today announced that Tony Bowen, Chief Financial Officer, and Michaella Gallina, Vice President, Investor Relations, ESG, & Productivity, will host virtual investor meetings at the Oppenheimer 24th Annual Consumer Growth and E-Commerce Conference on Wednesday, June 12, 2024. To request a meeting, please contact your Oppenheimer salesperson. About H&R Block H&R Block, Inc. (NYSE: HRB) provides help and inspires confidence in its ...

BOSTON, June 05, 2024 (GLOBE NEWSWIRE) -- Boston-based law firm Block & Leviton is currently investigating Sterling Check Corp (NASDAQ: STER) for potential breaches of fiduciary duty to shareholders. The investigation arises as a result of Sterling Check Corp’s recent announcement that it has agreed and approved a cash and stock deal with First Advantage Corp for a total equity value of $2.2 billion. The main concern of the investigation is that the deal was approved via written consent and minority stockho ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Block. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

BOSTON, June 04, 2024 (GLOBE NEWSWIRE) -- Boston-based law firm Block & Leviton is currently investigating AssetMark Financial Holdings, Inc. (NYSE: AMK) for potential breaches of fiduciary duty to shareholders. The investigation arises as a result of the company’s April 25, 2024 announcement that it agreed to be acquired by private equity firm GTCR at a price of $35.25 per share. AssetMark shareholders are urged to reach out to Block & Leviton to learn more about their rights and register their interest in ...

文章核心观点 - 分析师推荐对股票价格有影响,但并不可靠[1] - 分析师推荐存在正偏差,往往给出过于乐观的评级[5][10] - 使用Zacks Rank评级可以更好地预测股价走势,是更可靠的指标[7][11] 公司研究 - Block公司当前的平均券商评级(ABR)为1.60,介于强烈买入和买入之间[2] - 38家券商中,26家给出强烈买入,2家给出买入,占总推荐的68.4%和5.3%[3] - Block公司的盈利预测在过去一个月内保持不变,表明短期内可能与整体市场表现持平[14][15] - 综合多方面因素,Block公司目前被评为Zacks Rank 3(中性)[16] 行业分析 - 分析师推荐往往受制于券商自身利益,不能真实反映股票未来走势[5][6] - Zacks Rank评级更客观公正,能更好地预测股价走势[7][11][12] - 分析师评级与Zacks Rank在时效性上也存在差异[13]

文章核心观点 - 公司同时利用两个生态系统 Square 和 Cash App 创造了大量的交叉销售机会和提高了客户的转换成本 [3][4][16][17] - 公司的业务模式具有很强的抗风险能力和多元化的收入来源 [2][20] - 公司有充足的财务实力继续投资创新和差异化 [2] - 公司的估值合理 [21][26] 公司信息 - 公司提供支付和销售点解决方案 [3] - 公司有两个可报告分部 Square 和 Cash App [3][4] - Cash App 是最大的分部 占总收入的67% [5] - 公司收入中比特币收入占比最大 [5] 财务表现 - 过去10年公司收入复合年增长率达44% [7] - 随着业务规模扩大毛利率不断提升 [8] - 2021年开始大幅增加研发投入导致经营和自由现金流率下降 [8] - 最新一季度收入和调整后每股收益均超预期 [8] - 公司拥有良好的资产负债表和流动性 [10] 行业机会 - 公司主要服务中小企业 这个市场规模达1.3万亿美元 [12] - 公司在POS市场占据27%的领先地位 [13] - 云POS市场预计未来5年复合增长率达24.2% [15] - 公司在国际市场收入占比较低 有很大的拓展空间 [18] 风险因素 - 数字支付领域竞争激烈 需要持续大量投入研发以保持差异化 [27] - 国际拓展面临法律和汇率风险 [28] - 数据隐私和网络安全风险 [29]

Wall Street's brightest billionaire money managers have mixed feelings about this year's class of companies enacting stock splits.If you're putting your money to work on Wall Street, volatility is something you'll have to get used to. Prior to 2024, the iconic Dow Jones Industrial Average, broad-based S&P 500, and growth stock-powered Nasdaq Composite traded off bear and bull markets for four consecutive years.When the going gets tough on Wall Street, professional and retail investors generally seek out the ...

Margarita-Young H&R Block (NYSE:HRB) just turned in an exceptionally strong, game changing Q3 quarter. Despite this, shares have recently given up much of the post-earnings gains, dropping 3.6% this Friday, seemingly following Intuit (INTU) lower after its Q4 Guidance disappointed. INTU, which trades at 36x earnings, is not even in the same valuation ballpark as HRB, but markets don't always make sense, especially on a low volume Friday heading into a holiday weekend. Data by YCharts I think this recent ...