During the last weeks Tesla (TSLA) sold more of their flagship product than they previously estimated. The news produced an impressive intraday run. However, the high stock price implies and demands strong growth and, seen from this angle, such unexpected news is actually anticipated. Let’s see whether it is the precursor of a growth acceleration.
Twitter (TWTR) swings back up after having paused some weeks to rebound from its IPO splash. TWTR’s first day trading range exceeded the IPO price of $26 impressively. Growth is currently there, but the stock is also expensive. A quarterly revenue growth (yoy) of 104.8% compares to revenues of 534M (ttm) and a market cap [...]
Today First Solar (FSLR) gapped up after reporting some good numbers last night. Revenues were better than expected, although part of this advance comes from a shifting-effect of revenue recognition between quarters. FSLR raised its earnings guidance for the current year, but reduced its sales expectations. Especially impressive was the reduction of production costs down [...]
Apple (AAPL ) sold 9 million iPhones over the weekend, which is a record for the company. The launch included for the first time colored phones and offered two main variants, the 5S and 5C. The former comes also in specific luxury versions with a fingerprint reader and, for instance, in space-gray, and the latter [...]
Baidu (BIDU) made a new high today in its recent uptrend. Analysts believe that mobile search revenues could surprise everybody. Click through rates have been astonishingly high for ads on mobile devices.
SolarCity (SCTY) ran up about 15% on news that they formed a fund together with Direct Energy in which the latter company will inject up to $50 million. This fund is intended to finance solar projects of Direct Energy’s commercial and industrial customers.
Today Qihoo (QIHU) said it is going to reach 20% of China’s search market very soon, which was targeted only for the end of the year. The thirty percent mark could be approached at the end of 2014. Qihoo is the dominant browser vendor in China. The browser had used search services from Google. Very [...]
Taser (TASR) rose today after announcing that their new body-worn AXON camera and their evidence.com service may become a success story. Their hopes are that in five to ten years such a camera is standard for law enforcement agencies aka the police. Perhaps, but what if others will deliver this relatively simple camera, for instance, [...]
During market hours Carl Icahn revealed in a twitter post that he has accumulated a stake in Apple (AAPL) of about $1.5 billion. Immediately after the post the stock shot up 4%. Icahn thinks even without growth prospects that Apple’s stock should be worth $625. Moreover, it should be a no-brainer for the company to [...]