Latest news with #Noah'sArc
Buzz Feed
6 days ago
- Entertainment
- Buzz Feed
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Business Insider
11-08-2025
- Automotive
- Business Insider
‘Too Many Red Flags,' Says Top Investor About Tesla Stock
Tesla (NASDAQ:TSLA) stock has faced a rough ride in 2025, with shares sliding sharply before staging a recovery in recent months – yet still leaving investors down about 15% year-to-date. At the heart of this downturn is a slowdown in EV sales, pressured by intensifying competition – particularly from Chinese rivals – and a tarnished brand image fueled by CEO Elon Musk's constant forays into politics. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. The sales trend has been moving in the wrong direction for some time: Q2 2025 marked the second straight year-over-year decline, and even the ever-optimistic Musk conceded that the company could be in for a 'rough' couple of quarters. While that's a sobering admission, Tesla's future isn't devoid of promise. The company is working on multiple ambitious fronts, from full self-driving technology to autonomous robots and AI initiatives. But whether Tesla is actually on the right track to capture those opportunities is a point of contention. One top investor known by the pseudonym Noah's Arc Capital Management is worried that Tesla is not positioning itself to take full advantage of these vast opportunities. 'Tesla's growth momentum has faltered, and this downturn was more than just a blip,' explains the 5-star investor, who is among the top 2% of TipRanks' stock pros. It is not just the slowing EV numbers that have Noah's Arc up in arms, but a lack of discipline that the company seems to be demonstrating. The investor is anxious to see Tesla focus more on full self-driving, believing this to be the big money maker going forward. Instead, Noah's Arc is dismayed that Musk is chasing political sideshows and marginal business ventures (such as the Tesla Diner). 'His attention is divided among so many different endeavors, and Tesla is only getting a small share of that,' adds Noah's Arc. That's never an ideal scenario, but it becomes even more damaging when the company's full self-driving ambitions remain far behind Alphabet's Waymo. And yet, even with the most recent drop in share price, Tesla continues to trade at a 'stretched' valuation, with a Forward Price-to-Earnings multiple north of 190x. This, according to Noah's Arc, leaves nary any 'margin for error.' 'I'm double-downgrading Tesla from strong buy to hold due to Musk's distractions and operational risks outweighing prior bullishness,' sums up Noah's Arc. (To watch Noah's Arc's track record, click here) That's right around where Wall Street finds itself as well. With 14 Buy, 15 Hold, and 8 Sell ratings, TSLA has a consensus Hold (i.e. Neutral) rating. Its 12-month average price target of $307.23 implies ~11% downside from current levels. (See TSLA stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Business Insider
18-05-2025
- Business
- Business Insider
‘Stay Away Ahead of Earnings,' Says Top Investor About Snowflake Stock
Things have been looking up-and-up for Snowflake (NYSE:SNOW) over the past month, ever since hitting a low point during a post-Liberation Day slump. The share price has risen over 40% since early April. Confident Investing Starts Here: Indeed, Snowflake – the cloud-based data platform – is one of the many companies that has benefitted from the relaxation in the trade tensions that had been weighing down global commerce. Now, Wall Street is humming with expectations as the company prepares to unveil its Q1 2026 earnings report later this week on Wednesday, May 23. Multiple analysts have reiterated Buy ratings – along with bullish price targets – anticipating that the company will continue on its strong path of growth. Last quarter, SNOW delivered both top- and bottom-line beats, and analyst projections of $1.01 billion in revenue for the recently concluded quarter would represent a year-over-year increase of some 28%. However, one top investor known by the pseudonym Noah's Arc Capital Management is offering a word of caution. 'Despite double-digit growth and AI opportunities, I believe Snowflake's business execution and competitive pressures make current expectations and valuation unsustainable,' asserts the 5-star investor, who sits among the top 3% of TipRanks' stock pros. Noah's Arc spotlights Snowflake's decelerating growth, which has fallen off the 'hypergrowth' trajectory of years' past. The investor notes that the company's net revenue retention is also dropping. In other words, Noah's Arc does not buy the market's assumption that Snowflake will continue to enjoy high growth and margin expansion. This makes SNOW's 'lofty' forward Price-to-Earnings ratio of 155x much too expensive. 'The stock remains priced for near-flawless execution and high growth. I believe these are expectations that the current business fundamentals cannot support,' adds Noah's Arc. Another point of contention for the investor is the large amount of stock-based compensation that is diluting shareholders. Last fiscal year, for example, there was $1.48 billion worth of stock-based compensation, which added up to some 41% of total revenues. Moreover, Noah's Arc can't get past Snowflake's falling net revenue retention, which signifies to the investor that 'something is wrong.' The investor further posits that the company's consumption-based revenue model is becoming less compelling, and warns that future contract renewals could become smaller in nature. Noah's Arc floats an additional concern that Snowflake will begin to lose market share to the big players in the tech industry. This does not bode well for Snowflake, either. 'I think intensifying competition means Snowflake is likely to lose key 'bake-offs' with competitors. Cloud heavyweights like Microsoft, AWS, and Google are encroaching on Snowflake's data-platform turf,' concludes Noah's Arc, who rates SNOW a Strong Sell. (To watch Noah's Arc Capital Management's track record, click here) Wall Street, on the other hand, feels a bit differently. With 32 Buy and 6 Hold ratings, SNOW boasts a Strong Buy consensus rating. Its 12-month price target of $203.69 has an upside in the low double digits. (See SNOW stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
