The war on cash is raging, and PayPal (NASDAQ:PYPL) is rocking it. In this week's episode of Industry Focus: Technology, host Dylan Lewis and Motley Fool contributor Matthew Cochrane take a closer look at the digital payments industry, where PayPal sits in it, and what to make of its $2.2 billion acquisition of "the Square of Europe."
Competition is heating up, and credit card companies are offering a pretty compelling alternative to PayPal's wildly successful One Touch -- but how worried should PayPal investors really be? Did PayPal overpay by spending billions on a company that'll only generate some $160 million this year? What sets PayPal apart? Tune in to find out more.
A full transcript follows the video.
This video was recorded on May 25, 2018.
Dylan Lewis: Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. It's Friday, May 25th, and we're talking payments news and PayPal. I'm your host, Dylan Lewis, and I'm joined on Skype by fool.com's Matthew Cochrane. Matthew, how's it going?
Top Tech Stocks To Own Right Now: Silicom Ltd(SILC)
Advisors' Opinion:- [By Joseph Griffin]
F5 Networks (NASDAQ: FFIV) and Silicom (NASDAQ:SILC) are both computer and technology companies, but which is the superior stock? We will compare the two companies based on the strength of their profitability, risk, valuation, dividends, analyst recommendations, earnings and institutional ownership.
- [By ]
Finally, Cramer said that Silicom (SILC) is an interesting concept with real earnings, and an attractive valuation at just 18 times earnings. However, the company is small, which mean investors need to be careful.
- [By Logan Wallace]
BidaskClub upgraded shares of Silicom (NASDAQ:SILC) from a strong sell rating to a sell rating in a report issued on Tuesday morning.
Separately, ValuEngine cut Silicom from a hold rating to a sell rating in a research report on Saturday, June 2nd.
- [By Logan Wallace]
News articles about Silicom (NASDAQ:SILC) have been trending somewhat positive recently, Accern Sentiment reports. Accern identifies negative and positive news coverage by monitoring more than twenty million news and blog sources in real-time. Accern ranks coverage of publicly-traded companies on a scale of -1 to 1, with scores closest to one being the most favorable. Silicom earned a news impact score of 0.08 on Accern’s scale. Accern also assigned media headlines about the technology company an impact score of 47.5737469373647 out of 100, indicating that recent news coverage is somewhat unlikely to have an impact on the company’s share price in the next few days.
Top Tech Stocks To Own Right Now: Acxiom Corporation(ACXM)
Advisors' Opinion:- [By Stephan Byrd]
DXC Technology (NASDAQ: ACXM) and Acxiom (NASDAQ:ACXM) are both computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, institutional ownership, earnings, profitability, valuation and risk.
- [By Ethan Ryder]
Get a free copy of the Zacks research report on Acxiom (ACXM)
For more information about research offerings from Zacks Investment Research, visit Zacks.com
- [By Lisa Levin]
Acxiom Corporation (NASDAQ: ACXM) is projected to post quarterly earnings at $0.21 per share on revenue of $239.88 million.
PetIQ, Inc. (NASDAQ: PETQ) is estimated to post quarterly earnings at $0.12 per share on revenue of $108.58 million.
- [By Paul Ausick]
Acxiom Corp. (NASDAQ: ACXM) traded down more than 33% Thursday and posted a new 52-week low of $18.60 after closing Wednesday at $28.05. The stock’s 52-week high is $32.93. Volume was about 25 times the daily average of around 600,000 shares. The company is being hammered after social media giant Facebook said it would change its relationship with data brokers.
Top Tech Stocks To Own Right Now: Jabil Circuit Inc.(JBL)
Advisors' Opinion:- [By Motley Fool Transcribers]
Jabil Circuit Inc (NYSE:JBL)Q2 2019 Earnings Conference CallMarch 14, 2019, 4:30 p.m. ET
Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks:Operator
- [By Logan Wallace]
Millennium Management LLC increased its stake in shares of Jabil Inc (NYSE:JBL) by 182.3% during the second quarter, HoldingsChannel.com reports. The fund owned 262,830 shares of the technology company’s stock after acquiring an additional 169,736 shares during the quarter. Millennium Management LLC’s holdings in Jabil were worth $7,270,000 as of its most recent filing with the Securities and Exchange Commission.
- [By Motley Fool Transcription]
Jabil Inc. (NYSE:JBL)Q4 2018 Earnings Conference CallSept. 25, 2018, 8:30 a.m. ET
Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks:Operator
Top Tech Stocks To Own Right Now: FormFactor, Inc.(FORM)
Advisors' Opinion:- [By Stephan Byrd]
FormFactor (NASDAQ:FORM) was downgraded by ValuEngine from a “hold” rating to a “sell” rating in a report released on Monday.
- [By Max Byerly]
FormFactor, Inc. (NASDAQ:FORM) – Equities researchers at B. Riley dropped their FY2018 earnings per share (EPS) estimates for FormFactor in a research report issued to clients and investors on Monday, July 30th. B. Riley analyst C. Ellis now anticipates that the semiconductor company will post earnings of $0.74 per share for the year, down from their prior forecast of $0.98. B. Riley currently has a “Buy” rating and a $18.00 target price on the stock. B. Riley also issued estimates for FormFactor’s Q3 2019 earnings at $0.27 EPS, Q4 2019 earnings at $0.31 EPS and FY2019 earnings at $1.07 EPS.
- [By Stephan Byrd]
SG Americas Securities LLC grew its position in FormFactor, Inc. (NASDAQ:FORM) by 237.1% in the second quarter, Holdings Channel reports. The fund owned 27,817 shares of the semiconductor company’s stock after buying an additional 19,565 shares during the period. SG Americas Securities LLC’s holdings in FormFactor were worth $370,000 as of its most recent filing with the Securities and Exchange Commission.
Top Tech Stocks To Own Right Now: Avago Technologies Limited(AVGO)
Advisors' Opinion:- [By Ashraf Eassa]
Earlier this year, in the midst of the drama surrounding Broadcom's (NASDAQ:AVGO) attempted takeover of Qualcomm, Jacobs relinquished his role as chairman but stayed on as a director. Then, shortly after rumors began to surface that he was trying to take Qualcomm private, Jacobs was kicked off the board of directors.
- [By Logan Wallace]
Investors bought shares of Broadcom Inc (NASDAQ:AVGO) on weakness during trading hours on Monday. $228.19 million flowed into the stock on the tick-up and $156.45 million flowed out of the stock on the tick-down, for a money net flow of $71.74 million into the stock. Of all stocks tracked, Broadcom had the 16th highest net in-flow for the day. Broadcom traded down ($7.29) for the day and closed at $252.42
- [By Chris Lange]
When Broadcom Inc. (NASDAQ: AVGO) released its fiscal second-quarter financial results after the markets closed on Thursday, the company said that it had $4.88 in earnings per share (EPS) and $5.01 billion in revenue. The consensus estimates had called for $4.77 in EPS and revenue of $5.0 billion. In the same period of last year, it said it had EPS of $3.69 and $4.19 billion in revenue.
Top Tech Stocks To Own Right Now: Echelon Corporation(ELON)
Advisors' Opinion:- [By Ethan Ryder]
Echelon Co. (NASDAQ:ELON) shares reached a new 52-week high and low during trading on Monday . The company traded as low as $4.07 and last traded at $4.18, with a volume of 9600 shares changing hands. The stock had previously closed at $4.31.
- [By Ethan Ryder]
Xplore Technologies (NASDAQ: XPLR) and Echelon (NASDAQ:ELON) are both small-cap computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, profitability, risk, analyst recommendations, dividends, institutional ownership and valuation.
- [By Stephan Byrd]
Echelon (NASDAQ: ELON) and Lantronix (NASDAQ:LTRX) are both small-cap computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their valuation, risk, earnings, profitability, institutional ownership, dividends and analyst recommendations.
