Forget the rest of these clowns on yahoo. If you want to make real money trading real Nasdaq
and nyse stocks you need to open a new tab, go to google and type in ULTIMATE STOCK ALERTS . They
have been alerting some of the biggest momentum plays thus far this year.
it does not matter how you slice it. Even CNBC paid an attention on this fact. A speed of growth is too low to justify this valuation. The market slowly and surely started to bring valuation to reality. Insiders sell.
disclosure: short ATHN from 144. Target to cover 35-40.
what's so funny is that the stock got hit because the doctor adds were light and "the big growth" in acute is looking like a 2018 event, not that the valuation, even based on the made-up non-GAAP defies any rational analysis. Not one analyst report even discusses the quality of the non-GAAP. even the analysts who are neutral just accept whatever ATHN reports as the earnings it uses to value and evaluate. It's like the company is judged by a different set of rules than others in the space like Cerner
They actually put "Crushes"? lol. So much for impartiality. Or is that just what all the kids are saying these days and I'm an old man...
Sentiment: Strong Sell
do nothing and watch the offer rise (i guess if short just hope the market is not up tomorrow and next week). i know its not fair. and yes there is some strange accounting , and a crazy valuation .... but there is no Catalyst and for now its just going to be an old fashion short squeeze tomorrow and next week...
good luck all
Sentiment: Strong Buy
Need some analyst who wants to make a name for themselves take the risk and call this pig as ready to roast... Just to tip the scales a bit... Einhorn must be getting lonely out there...
Sentiment: Strong Sell
i doubt that they will ever miss an earnings estimate. Their non-gaap basically lets them make up earnings. Look how high the stock compensation expense is quarter after quarter-all excluded. Then look on the balance sheet at how much software expense is being capitalized. They even chose to exclude some mysterious restructuring expense to boost Non-GAAP by an extra $0.03 per share.
The CEO is an evil genius. I admire the way he handles Wall Street with all his no disruption please BS and I think he has no equal when it comes to the use of Non-GAAP. Maybe Gerstner at IBM and Welch at GE are his only equals. What is going to do the stock in is if revenue growth continues to slow. I've read this playbook before. When he knows that the slowdown is going to become too noticeable, he will go out and do a major acquisition to further muddle the picture. he deserves every penny that he makes as CEO and the Fidelity's of the world that own major stakes with nary a peep about any of the numbers are a disgrace, in my opinion