ARK 每周股评 – 10/31/2021


We share weekly commentaries with investors on stocks in our strategies that have appreciated or dropped more than 15% in a day during the course of the week. We hope you find this commentary useful.

Stratasys (SSYS)
+21%On Monday, shares of Stratasys (SSYS) appreciated 21% after Craig Hallum upgraded the stock from a hold to a buy and raised its price target. Stratasys is a leading 3D printer manufacturer that specializes in polyjet and FDM (fuse deposition modeling) technology.

注: 周一,Stratasys(SSYS)的股价升值21%,此前Craig Hallum将该股的评级从 "持有 "升至 "买入",并提高了目标价。Stratasys是一家领先的3D打印机制造商,专注于polyjet和FDM(熔融沉积建模)技术。
Protolabs (PRLB)
-20%On Thursday, shares of Protolabs (PRLB) closed down 20% after the company reported third quarter results well below analyst expectations. Revenues were much lower than expected in the face of supply chain bottlenecks while costs were much higher than expected amid disappointing results from Protolabs 2.0, its productivity enhancing technology overhaul. Protolabs is a rapid prototyping and on-demand manufacturing company that utilizes 3D printing technology.

注: 周四,Protolabs(PRLB)的股价收盘下跌20%,此前该公司公布的第三季度业绩远低于分析师预期。面对供应链瓶颈,收入远低于预期,而成本则远高于预期,因为Protolabs 2.0(其提高生产力的技术检修)的结果令人失望。Protolabs是一家利用3D打印技术的快速成型和按需制造公司。
Twilio (TWLO)
-17.6%Shares of Twilio (TWLO) traded down 17.6% on Thursday after the company guided to a weaker-than-expected forecast for the fourth quarter and announced the departure of COO George Hu. Third quarter revenues were much better than expected, up 65% on a year-over-year basis. Despite the weaker than expected guidance, our conviction in Twilio's ability to execute remains high given its active customer account growth of 20% year-over-year and continued net revenue retention rates above 130%. Twilio provides a cloud-based communications solution that allows developers to build digital experiences and campaigns over SMS, voice, video, email, and other communication channels.

注: Twilio(TWLO)周四股价下跌17.6%,此前该公司对第四季度的预测弱于预期,并宣布首席运营官George Hu离职。第三季度的收入远远好于预期,同比增长65%。尽管指导意见弱于预期,但鉴于Twilio的活跃客户账户同比增长20%,净收入保持率持续高于130%,我们对Twilio的执行能力仍然充满信心。Twilio提供基于云的通信解决方案,允许开发者通过短信、语音、视频、电子邮件和其他通信渠道建立数字体验和活动。
LendingClub (LC)
+33%Shares of LendingClub (LC) traded up 33% on Thursday after it posted net income growth of 190% sequentially during the third quarter and raised guidance well above analysts’ expectations. After closing the acquisition of Radius Bank earlier this year, LendingClub appears to be executing on its digital marketplace bank strategy.

注: LendingClub(LC)周四股价上涨33%,此前该公司公布的第三季度净收入连续增长190%,并提出了远高于分析师预期的指引。在今年年初完成对Radius银行的收购后,LendingClub似乎正在执行其数字市场银行战略。
CareDx (CDNA)
-25%Despite reporting earnings that surpassed analysts’ expectations, shares of CareDx (CDNA) depreciated 25% on Friday after the company disclosed in its 10-Q a civil investigative demand (CID) from the DOJ. The DOJ is investigating a false claims allegation from 2020, likely a countersuit to a false advertising claim that CareDx filed against Natera in 2019. CareDx has indicated it is cooperating fully with the DOJ and is confident that the investigation has nothing to do with the safety of its Allosure product. As a reminder, CareDx’s AlloSure tests measure donor-derived, cell-free DNA in a transplant recipient’s blood to detect whether or not an organ is being rejected by the body.

注: 尽管报告的收益超过了分析师的预期,但CareDx(CDNA)的股价在周五贬值了25%,因为该公司在其10-Q中披露了司法部的民事调查要求(CID)。司法部正在调查2020年的一项虚假索赔指控,很可能是对CareDx在2019年对Natera提出的虚假广告索赔的反诉讼。CareDx表示,它正在与司法部充分合作,并相信该调查与其Allosure产品的安全性无关。作为提醒,CareDx的AlloSure测试测量移植受体血液中来自捐赠者的无细胞DNA,以检测器官是否被身体排斥。


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