ARK 每周股评 – 5/8/2021


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.

10X Genomics (TXG)
-21%10X Genomics (TXG) traded down 21% on Thursday after reporting first quarter earnings. Although the company delivered ~50% revenue growth and reiterated annual guidance, investors seemed to focus on COVID-related lab closures that impacted single-cell sequencing experiments. 10X mentioned that many of its customers wouldn’t reach pre-pandemic utilization rates until the second half. Moreover, it highlighted that significant investments will increase operating expenses and impact margins through year-end. Our conviction in 10X Genomics as a pioneer in single-cell and spatial genomics is strong and intact.

注: 10X Genomics (TXG)在公布第一季度收益后,周四交易量下降了21%。尽管该公司实现了约50%的收入增长,并重申了年度指引,但投资者似乎关注与COVID有关的实验室关闭,影响了单细胞测序实验。10X提到其许多客户要到下半年才能达到大流行前的利用率。此外,它强调重大投资将在年底前增加运营费用并影响利润率。我们对10X基因组公司作为单细胞和空间基因组学的先驱者的信念是坚定和完整的。
Fastly (FSLY)
-27%Fastly (FSLY), a company focused on content distribution and web security, traded down 27% on Thursday after announcing first quarter earnings. While revenues were in-line with expectations, EPS were lower than expected and revenue guidance was flat sequentially, the latter a function of reopening headwinds and customer ramp cycles. The company also announced that CFO Adriel Lares will be departing and that the search for his successor is underway.

注: Fastly (FSLY)是一家专注于内容分发和网络安全的公司,在公布第一季度收益后,周四下跌27%。虽然收入符合预期,但每股收益低于预期,收入指引连续持平,后者是重新开业的逆风和客户提升周期的作用。该公司还宣布首席财务官Adriel Lares将离职,正在寻找其继任者。


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