我们每周都会与投资者分享我们策略中一周内一天内升值或下跌超过15%的股票的周评。我们希望您觉得这篇评论有用。
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.
| Unity Software (U) |
| -16% | Shares of Unity Software traded down nearly 16% on Thursday after the company's fourth quarter report. Including recently acquired ironSource, revenue growth was 43% year-over-year and, according to management, will accelerate to 48% in the first quarter and 53% for the year, both growth rates lower than consensus expectations. Management explained that the assumptions behind those forecasts are conservative, including no recovery in the mobile gaming market even though it seems to have stabilized. Meanwhile, strong execution has increased non-gaming to 30% of Create revenue. Our conviction remains high that Unity will maintain leadership as the 2D and 3D asset engine and monetization platform of choice for developers across many verticals. Unity provides collaborative software to develop real-time 2D and 3D assets for applications in simulations, digital twins, game development, and AR/VR. 注：周四，Unity软件公司的股票在该公司第四季度报告后交易量下降了近16%。包括最近收购的ironSource，收入同比增长43%，根据管理层的说法，第一季度将加速到48%，全年53%，这两个增长率都低于共识预期。管理层解释说，这些预测背后的假设是保守的，包括移动游戏市场没有复苏，尽管它似乎已经稳定下来。同时，强大的执行力使非游戏收入增加到创造收入的30%。我们仍然坚信，Unity将保持作为2D和3D资产引擎的领先地位，并成为许多垂直领域的开发者的首选货币化平台。Unity提供协作软件，为模拟、数字双胞胎、游戏开发和AR/VR等应用开发实时2D和3D资产。 |
| Personalis (PSNL) |
| -17% | Shares of Personalis traded down ~17% on Friday after the company issued lower-than-expected 2023 revenue guidance. To extend its cash runway, Personalis has pruned low-margin customer accounts, closed its laboratory in China, and will focus on minimal residual disease (MRD) testing in indications like breast cancer, lung cancer, and immunotherapy monitoring. Thanks to its proprietary biochemistry, machine learning models, and mass-spectrometry platform, Personalis has built what we believe is the most sensitive technology for MRD assessment and immunotherapy response prediction. 注：在Personalis发布低于预期的2023年收入指引后，该公司股价在周五下跌了约17%。为了延长其现金流，Personalis已经削减了低利润的客户，关闭了其在中国的实验室，并将专注于乳腺癌、肺癌和免疫疗法监测等适应症的最小残留疾病（MRD）测试。得益于其专有的生物化学、机器学习模型和质谱分析平台，Personalis已经建立了我们认为是最敏感的MRD评估和免疫疗法反应预测技术。 |
| Kratos Defense & Security Solutions (KTOS) |
| +16% | Shares of Kratos Defense & Security Solutions traded up ~16% on Friday after the company reported higher-than-expected fourth-quarter revenue and earnings and announced a new contract with the U.S. Navy to procure 55 aircraft, mission kits, flight consumables, and technical data. Initial contract value is ~$50 million, $227.6 million possible if certain options are exercised at the maximum production quantities. Kratos supplies high-powered jet drones to the military. 注：克拉托斯防务与安全解决方案公司周五股价上涨约16%，此前该公司公布了高于预期的第四季度收入和收益，并宣布与美国海军签订了采购55架飞机、任务套件、飞行消耗品和技术数据的新合同。初始合同价值约为5000万美元，如果按最大生产量行使某些期权，则可能达到2.276亿美元。克拉托斯公司向军方提供高功率的喷气式无人机。 |
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