Netflix, Workday, Costco, Kab ntsig thiab ntau dua: Cov khoom lag luam no yog Cowen nyiam rau 2023

Tab sis qhov ntawd tsis yog tag nrho cov ntaub ntawv nyuj: "Cigna kev lag luam qis tshaj plaws hauv pawg [nws], muaj qhov thib ob-qis feem pua ​​​​ntawm cov nqi muag khoom thiab nws qhov kev pheej hmoo tseem ceeb (kev poob haujlwm poob haujlwm) feem ntau overtly/visibly txo los ntawm kev ua lag luam."

Costco lag luam wholesale Corp.
PHEM,
+ 0.33%
ua rau kev txiav vim tias nws muaj tus nqi qis, keeb kwm ntawm kev tswj cov khoom muag hauv "agile" yam, thiab kev teeb tsa uas zoo nkaus li zoo nyob rau hauv kev lag luam kev lag luam tam sim no, tam sim no cov neeg siv khoom thoob plaws cov nyiaj tau los tab tom nrhiav kev pom zoo.

"Peb ntseeg tias Costco lub ntim tsom rau kev muag khoom, cov khoom uas tau tsav (ntau dua li kev tsav tsheb hauv qeb), thiab kev ua haujlwm loj loj ua haujlwm ua lub tuam txhab ua ntej ntawm cov neeg sib tw hauv ib puag ncig ntawm kev nce nqi thiab cov khoom lag luam sib tw," Cowen's Oliver Chen tau sau.

Hauv xov xwm, Cowen's John Blackledge pom muaj peev xwm loj hauv Netflix Inc.
NFLX,
+ 3.14%,
uas muaj lub xyoo nyuaj thaum muaj kev sib tw sib tw hauv kev ua lag luam streaming thiab txuas ntxiv hangover los ntawm streaming heyday nyiam thaum lub sijhawm ua ntej ntawm kev sib kis.

Tab sis Netflix yog lub tuam txhab hloov zuj zus thaum nws txav mus rau xyoo 2023, muaj riam phom nrog kev tshaj tawm tshiab-txhawb qib ntawm kev pabcuam thiab kev npaj txiav tawm tej zaum 100 lab nyiaj thoob ntiaj teb uas sib koom cov passwords.

Nyeem: Netflix yuav rhuav tshem tus password sib koom xyoo tom ntej - ntawm no yog qhov nws yuav ua haujlwm li cas

Blackledge tau sau tias "Peb lees paub tias cov tub ua lag luam zoo li yuav pib nqis peev hauv qee qhov txiaj ntsig los ntawm qib kev tshaj tawm," Blackledge tau sau, tab sis "muaj peev xwm upside los ntawm cov kev siv zog no zoo li tseem tsis txaus siab."

Raytheon Technologies Co., Ltd.
RTX,
-1.23%
tuaj yeem yog lwm tus yeej.

"Cov neeg lag luam tsis txaus siab txaus siab rau qhov yuav rov qab los tom qab xyoo 2023 lossis kev tiv thaiv nqa hauv 2024-25," tus kws tshuaj ntsuam Cai von Rumohr tau sau.

Tom qab ntawd muaj Biomarin Pharmaceutical Inc.
BMRN,
-1.97%,
uas Cowen's Phil Nadeau hais tias muaj peev xwm ua "tus neeg ua yeeb yam zoo tshaj plaws."

"Lub sijhawm 2023 peb cia siab tias Voxzogo lub zog tshaj tawm mus ntxiv, thiab Roctavian yuav tsum tau pom zoo los ntawm FDA." Kev xa tawm muaj zog rau ob qho tib si tuaj yeem ua rau muaj kev loj hlob txhua xyoo hauv cov nyiaj tau los ntawm 17% txog 2027, "ntawm qhov siab tshaj plaws hauv biotech."

Nws hais ntxiv tias Phab ntsa Street zoo li "kev ceev faj heev txog qhov muaj feem cuam tshuam los ntawm FDA pom zoo ntawm Roctavian, thaum peb cov kws kho mob thiab cov kws saib xyuas kev tswj hwm xav tias kev pom zoo muaj feem ntau."

Voxzogo yog rau cov menyuam yaus nrog achondroplasia, thaum Roctavian yog rau hemophilia hnyav.

Iveric Bio Inc.
ISEE,
-4.62%
muaj ib zaj dab neeg zoo 2023 ib yam nkaus, raws li Cowen's Ken Cacciatore.

Lub tuam txhab cov tshuaj Zimura "tau pom qhov txo qis hauv GA [Geographic Atrophy] qhov mob loj hlob hauv ob qhov kev sim siab, nrog rau qhov tshwj xeeb huv huv profile," nws hais hauv tsab ntawv rau cov neeg siv khoom. “Peb cov kws kho mob sib tham txuas ntxiv ntxiv
peb txoj kev ntseeg tias qhov no yog qhov zoo tshaj ntawm $ 2B + lub sijhawm rau Zimura, txawm nyob hauv kev sib tw ua lag luam. "

Cacciatore tau hais tias nws tau "txhawb txhua yam ntawm zaj dab neeg" thiab xav tias "tseem muaj kev cuam tshuam rau kev ntsuas."

AstraZeneca PLC
AZN,
+ 0.55%
AZN,
+ 0.34%
yog Steve Scala's "lub tswv yim zoo tshaj plaws," muab cov keeb kwm yav dhau los ntawm lub tuam txhab "kev cog lus cov khoom tshiab thiab cov kav dej." Tsis tas li ntawd, nws tau sau tseg tias AstraZeneca qhov kev loj hlob ntawm cov nyiaj tau los ntawm ib feem "zoo li yog qhov zoo tshaj plaws hauv kev lag luam, nrog rau qhov muaj peev xwm ua tau," txawm tias tus nqi Tshuag tsis cuam tshuam qhov kev ua tau zoo lossis muaj peev xwm, hauv nws qhov kev xav.

Ob qhov kev xaiv thev naus laus zis suav nrog Workday Inc.
HNUB NO,
+ 0.16%
thiab Analog Devices Inc.
ADI,
-0.57%

"Peb xav tias cov tub ua lag luam tsis txaus siab ntau npaum li cas WDAY tau nthuav dav nws txoj kev lag luam piv rau thawj hnub COVID thaum WDAY kev lag luam cuam tshuam ntau dua," Cowen's Derrick Wood, uas tau sau npe rau cov khoom lag luam uas nws xaiv. "Peb kuj xav tias cov tub ua lag luam tsis tshua muaj kev kwv yees kev ua haujlwm ntev hauv cov chaw ua haujlwm tom qab siv hauv ib puag ncig no."

Rau cov npoj yaig Joshua Buchalter, uas tau sau npe Analog Devcies, qhov kos yog "ib qho zoo tshaj plaws thiab huv tshaj plaws rov qab cov dab neeg hauv semis."

Buchalter nyiam lub tuam txhab "qhov zoo tshaj plaws-hauv-chav kawm margins thiab peev rov qab profile nrog tus qauv fab-lite uas peb ntseeg tias yog qhov chaw zoo los txhawb nqa 10% kev loj hlob txhua xyoo thiab cov khoom siv rov qab los ntawm lub voj voog."

Hais txog cycles, Caterpillar Inc.
MIV,
-1.57%
tuaj yeem yog qhov pib ntawm qhov zoo.

"Peb tau tuav ntev ntev tias lub voj voog qhov siab tshaj plaws yuav los rau xyoo 2024 lossis tom qab ntawd rau CAT. Peb xav tias Txoj Kev tab tom pib sov siab rau qhov kev pom no, "sau Cowen's Matt Elkott. "Kev tshawb xyuas tsis ntev los no qhia tias cov phiaj xwm kev tsim kho vaj tse tau pib nkag mus rau hauv cov tshuab ua haujlwm, yuav ua rau lub voj voog ntau xyoo."

Lwm yam nyiam suav nrog Deciphera Pharmaceuticals Inc.
DCPH,
-0.79%,
TFI International
TSI,
,
ABB Ltd liab.
ABB,
+ 0.68%,
thiab SunOpta Inc.
STKL,
-1.02%.