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Nuance Communications, Inc. Message Board

diazyuma 27 posts  |  Last Activity: Aug 2, 2015 2:10 PM Member since: Oct 9, 2008
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  • LinkedIn Corporation (NYSE: LNKD) had incredibly solid earnings on the surface, but the initial 10% gain or so was immediately tempered when investors did the math on guidance. That raised guidance was mostly due to the second quarter pop. The company also continues to integrate Lynda.com into the fold. There were some cautious calls, but Credit Suisse would have none of that. The firm had an Outperform rating already but raised the target to $311 from $307.

    Credit Suisse now sees over $2.00 in earnings per share and said it thinks investors should looking past the guidance as it is clouded by display headwinds. LinkedIn's closing price of $203.25 leaves an implied upside of 53% here. Investors need to consider one thing here - Credit Suisse has the most bullish call of all analysts with formal price targets. The consensus price target is closer to $250, and LinkedIn has a 52-week range of $187.61 to $276.18.

  • Mizuho reissued their buy rating on shares of LinkedIn Corp (NYSE:LNKD) in a research report report published onSaturday, Marketbeat reports.
    Shares of LinkedIn Corp (NYSE:LNKD) opened at 203.26 on Friday. LinkedIn Corp has a one year low of $187.61 and a one year high of $276.18. The stock has a 50 day moving average of $216.84 and a 200 day moving average of $233.15. The stock’s market cap is $25.60 billion.
    LinkedIn Corp (NYSE:LNKD) last issued its earnings results on Thursday, July 30th. The social networking company reported $0.55 EPS for the quarter, topping the analysts’ consensus estimate of $0.30 by $0.25. During the same quarter last year, the company posted $0.51 earnings per share. The firm earned $712 million during the quarter, compared to analysts’ expectations of $679.82 million. On average, analysts forecast that LinkedIn Corp will post $2.13 EPS for the current year.
    Several other analysts have also recently weighed in on LNKD. Barclays restated a buy rating on shares of LinkedIn Corp in a report on Thursday. Evercore ISI cut shares of LinkedIn Corp from a buy rating to a hold rating and dropped their price target for the stock from $250.00 to $220.00 in a research note on Friday. JPMorgan Chase & Co. reissued a buy rating and issued a $300.00 target price on shares of LinkedIn Corp in a research report on Friday. Avondale Partners lowered shares of LinkedIn Corp from an outperform rating to a market perform rating in a research report on Friday. Finally, Citigroup Inc. reiterated a hold rating and set a $219.00 price objective on shares of LinkedIn Corp in a research note on Friday. One analyst has rated the stock with a sell rating, nine have issued a hold rating, twenty-nine have given a buy rating and two have issued a strong buy rating to the company’s stock. The company currently has an average rating of Buy and a consensus target price of $256.43.
    In other news, SVP Michael Gamson sold 2,500 shares of the company’s stock in a transaction dated Thursday, July 16th. The stock was sold at an average price of $219.47, for a total transaction of $548,675.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Jeff Weiner sold 14,120 shares of the company’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $230.00, for a total value of $3,247,600.00. The disclosure for this sale can be found here.
    LinkedIn Corporation (NYSE:LNKD) is a professional network online. The Business ‘s three product lines contain Marketing Solutions Talent Solutions and Premium Subscriptions. All three product lines are sold through two channels, an offline field sales organization, which participates with both big and small business customers, in addition to an on-line, self-serve station, which includes individual members and enterprise customers buying subscriptions. The Organization ‘s solutions include Monetized Solutions and Free Solutions. Its Free Solutions comprises the service to manage professional identity, service to build and participate with professional networks, access to knowledge, insights and opportunities and ubiquitous accessibility. The Company also supplies other options, which provide members, enterprises and professional organizations with functionality and additional gains.

  • LinkedIn Corp (NYSE:LNKD)‘s stock had its “buy” rating reissued by equities research analysts at Cantor Fitzgerald in a research note issued to investors on Sunday, Market Beat Ratings reports. They presently have a $260.00 target price on the social networking company’s stock. Cantor Fitzgerald’s price objective suggests a potential upside of 27.91% from the company’s previous close.

    In related news, SVP Michael Gamson sold 2,500 shares of the firm’s stock in a transaction that occurred on Thursday, July 16th. The shares were sold at an average price of $219.47, for a total transaction of $548,675.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Jeff Weiner sold 14,120 shares of the firm’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $230.00, for a total transaction of $3,247,600.00. The disclosure for this sale can be found here.

  • Reply to

    LNKD to suffer major devaluation in coming weeks

    by imtsmith4 Aug 1, 2015 3:38 PM
    diazyuma diazyuma Aug 1, 2015 5:30 PM Flag

    check out this chart reader describe LNKD https://www.youtube.com/watch?v=OnoNITE-CLc

  • Reply to

    LNKD to suffer major devaluation in coming weeks

    by imtsmith4 Aug 1, 2015 3:38 PM
    diazyuma diazyuma Aug 1, 2015 5:23 PM Flag

    Credit Suisse: BULLISH
    Rating: Outperform

    Price target: $311 (revised from $307)

    Comment: "Strength in Talent Solutions and greater-than-expected contribution from Lynda (closed in 2Q15) were overshadowed by mgmt commentary around continued declines in legacy display - as this is now 3% of revenue and de-indexed as a contributor, it presents little incremental downside risk to estimates. We hence look past this transitory headwind to highlight: 1) strong corporate customer additions/ARPU growth, 2) growing contribution from Sponsored Updates/Bizo, 3) continued ramp of Sales Navigator, 4) accelerating user engagement, and 5) ongoing ramp of LNKDs presence in China ( 10m members) as signs that our LT positive investment thesis remains intact and as such we maintain our Outperform rating."

    Jeffries: BULLISH
    Rating: Buy

    Price target: $300 (revised up from $290)

    Comment: "LinkedIn reported results ahead of guidance in part due to the early closure of Lynda, but also because of strength in Talent Solutions. The company is still early in large market opportunities, including Sales Navigator, Lead Accelerator, Bizo and Lynda."

    Morgan Stanley: BULLISH
    Rating: Overweight

    Price target: $280

    Comment: "We remain bullish as 2Q showcased the Talent Solutions runway, momentum in Sponsored Content, and LNKD's ability to deliver higher earnings power. Programmatic is negatively impacting the legacy ad business, but LNKD's higher-quality assets (inc lynda.com) keep driving platform monetization higher."

    Wells Fargo Securities: BULLISH
    Rating: Outperform

    Price target: $270-$280

    Comment: "We favor LNKD's position as the leading, global professional social network, where the company's "clean signal" identity data powers connectivity to the benefit of members, corporate recruiters, and b-to-b marketers. We believe an expanding portfolio of products and international growth opportunities provides a ramp to multiple years of double-digit revenue growth and margin and earnings expansion."

    Cowen: BULLISH
    Rating: Outperform

    Price target: $260

    Comment: "We view LinkedIn positively across several key areas, the platform (scale, network effect), management focus, multiple large addressable markets and early stages of monetization. Our survey work has consistently demonstrated LNKD to be a destination for incremental spend by talent management professionals on HR services. And more recently, we see a powerful incremental topline growth opportunity from Sales Navigator. We also view LNKD favorably due to their excellent management team, which has executed well in the public markets and appears to be building a strong franchise for the long term."

    Cantor Fitzgerald: BULLISH
    Rating: Buy

    Price target: $260 (revised up from$245)

    Comment: "We're reiterating our BUY rating and increasing our estimates and PT to $260 from $245, reflecting stronger-than-expected 2Q results, and revised outlook. While some of the top and bottom line outperformance was helped by the earlier closing of the Lynda.com acquisition, core LinkedIn performed well nonetheless, except for Marketing Solutions, which suffers from weak Display."

    Barclays: BULLISH
    Rating: Overweight

    Price target: $250

    Comment: "We believe LinkedIn has significant runway to grow its recruiting solutions and advertising businesses and longer-term potential to drive significant margin expansion. That said, we believes shares are close to fair value at current levels which leaves us on the sidelines."

    Pacific Crest: BULLISH
    Rating: Overweight

    Price target: $250

    Comment: "LinkedIn reported one of the best Q2s of any Internet company. We think investors should take advantage of the Street's typical negative reaction to LinkedIn's typical conservative guidance and continue to add to positions."

    PiperJaffray: BULLISH
    Rating: Overweight

    Price target: $240 (revised down from $246)

    Comment: "LinkedIn posted a solid Q2 following last quarter's sales realignment with revenue 4% ahead of the mid-point of guidance (ex-Lynda) and 2% ahead of the Street. The company noted improved performance for Talent Solutions in net ratio and churn, which they believe were a result of the realignment. While shares of LNKD were up briefly after the report in the aftermarket, they retreated, we believe, as a result of investors backing out the outperformance of Lynda and the mixed guide for the core in 2H15 with some weakness in Marketing Services vs strength in Talent Solutions. We believe the positive commentary on Talent Solutions should outweigh the changes in Marketing Services over time, but believe investors are hyper sensitive to top-line revenue given two quarters of slightly lower upside than usual."

    Baird Equity Research: NEUTRAL
    Rating: Neutral

    Price target: $220

    Comment: "Maintaining Neutral rating on valuation following controversial Q2 results and outlook that led to volatile after-hours session. Q2 results exceeded consensus, though after adjusting for lynda.com, guidance was slightly below prior consensus. Quar ter and outlook included several notewor thy positives, as well as some negatives which will likely lead to further volatility. Remain constructive on long term-fundamentals, though sensitive on price. We would be buyers on a pull-back -- EV/NTM revenue of 6.5x has been a historic support point."

    Brean Capital: BEARISH
    Rating: Sell

    Price target: $172

    Comment: "Key points underlying our Sell thesis: 1) our concerns around the core 'browsability' of LinkedIn, which we feel falls short of peers due to the nature of the website; 2) member engagement metrics are industry-lagging and we would like to see new initiatives drive improved user metrics before anticipating significant advertising revenue upside from here; 3) we are less optimistic than investors on the potential success of Sales Navigator; 4) we suspect that Talent Solutions may be facing imminent price cuts and tiered pricing strategies, due to our assessment of high levels of penetration at the mid to large corporate client base in developed economies, and subsequent need to push downstream to more price sensitive SMBs; and 5) we believe Marketing Solutions includes high CPM’s which are subject to limited visibility and poor targeting."

    Read more: http://www.businessinsider.com/11-analysts-comment-on-linkedin-after-q2-earnings-2015-7?op=1#ixzz3hbJZGXl0

  • Buy on Monday for a run up to 250.00 easy 20% gain

  • diazyuma diazyuma Aug 1, 2015 1:19 PM Flag

    ok maybe yelp was a bad example lets hear you on facebook and Bidu

  • diazyuma diazyuma Aug 1, 2015 10:04 AM Flag

    You are right Bidu was down hard, Facebook down hard, Yelp was down hard and and they popped. LNKD will pop as well.

  • Reply to

    Think about it

    by whitespyder59 Jul 28, 2015 11:46 AM
    diazyuma diazyuma Jul 28, 2015 11:54 AM Flag

    I agree 100% however investors are not rational, investors fear the China economy, volatility is increasing after years of stock gains and interest rates have many investors standing on the side line for a market correction. Basically too many headwinds.Though yes, BIDU looks like an obvious screaming buy.

  • The company is probably already working on an appeal on today's decision. Nothing was released today that the company would liquidate, people over reacted that is it. Today was a great day to fish the bottom. Opens tomorrow 5.00 and closes at 5.50 and up from here. Relax don't let these people scare you, this group of people follow the stocks with daily percentage losses and rub it in. Ignore them.

  • diazyuma by diazyuma Jun 26, 2015 10:06 AM Flag

    GREK options are cheap, I purchased and recommend the 12.00 call option for JUly. At 1.10 you have a good chance to double your money should Greece sign the proposal GREK should pop 15% to 20% next week.Check it out.

  • If no deal is made the Dow, SP Nas and all oversea stocks will be down huge tomorrow, may last 2 or 3 days but expect a deflation in stock prices. If there is an extension plan, a mild sell off is in the horizon. For the stock market to continue upwards Gree needs a good deal. This is my take of NBG be vigilant keep your eye glued because something is about to happen by the close today either this sinks or pops. Which way I don't know just keep your eyes glued. More likely a good deal with many strings attached.

  • We all know there will be a deal, just buy the freakin thing.

  • Reply to

    Are we gonna see Gap up again tomorrow?

    by isfriders Jun 23, 2015 4:33 PM
    diazyuma diazyuma Jun 23, 2015 4:50 PM Flag

    Actually I'm getting worried, the news should have been out yesterday and now appears we have to wait till Wednesday if not Thursday then again maybe Friday. You feel me, NBG is on a thin rope and we need the news quickly and it better be good.

  • Reply to

    Are we gonna see Gap up again tomorrow?

    by isfriders Jun 23, 2015 4:33 PM
    diazyuma diazyuma Jun 23, 2015 4:45 PM Flag

    depends on the news, no news is ok for now but in a few days no news could worry people. Then what will the news be, there has to be some really good news to keep this thing going.

  • NBG could see 1.80 to 2.00 by Friday. Why sell now the bad news "default" leaving Euro is behind us a deal will be signed, Greece will benefit from Euro's QE. Continue to buy with both hands.

  • diazyuma diazyuma Jun 22, 2015 2:15 AM Flag

    I am going to stay awake for pre market to open.

  • Draghi could add Greece to ECB QE this week the QE will reduce borrowing cost and stimulate employment, growth, and most importantly confidence. NBG could struggle to stay above 2.00 but once Greece bond buying starts I see NBG moving towards 5.00 to 6.00 by late 2015. NBG is one stock you want to own, I own 8500 at 1.09 shares and plan to add in pre market an additional 20,000 shares.

  • Draghi has made it clear if Greece accepts an agreement from the ECB IMF that he will add Greece to the Europe Quantitative Easing Program which will drive Greece stocks from panic to confidence literally overnight. I am sure most people can't even imagine what this would do to National Bank of Greece or any bank in Greece overnight. Just imagine the Dr. telling you you have 3 days to live to all of a sudden the Dr saying you have 40 years to live. Relief would be explosive.

  • Reply to

    I hate to say this

    by diazyuma Jun 19, 2015 10:14 AM
    diazyuma diazyuma Jun 19, 2015 12:08 PM Flag

    If anyone is considering playing this the most probable way to profit is buying call options towards the end of 2015 if you really believe its going to pop.

NUAN
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