原文标题：
5 Stocks Top Analysts Are Heavily Bullish On Heading Into April
5档股票顶级分析师对其进入4月份的看法非常乐观
原文连结：
https://reurl.cc/e9Q8vm
发布时间：
March 22, 2021 6:19am
原文内容：
Despite inflation fears as the economy reopens after a wider COVID-19
vaccination rollout, there are stocks that analysts are highly bullish on.
Here’s a list of best-performing Wall Street analysts’ top five stocks with
“Buy” ratings, as compiled by TipRanks.
Amazon Inc
AMZN 1.17%
: Baird analyst Colin Sebastian has reiterated a “Buy” rating and has a
$4,000 price target in addition to a “Fresh Pick” status on the e-commerce
giant. Colin has support from 30 other top analysts who have a “Buy” rating
as well, as per TipRanks.
Sebastian noted that investors could be missing "one of the most compelling
subscription/quasi-subscription models within the Internet and Technology
sectors,” adding that 75% of Amazon’s revenue is recurring even as it keeps
adding new subscribers effectively.
Baird sees Amazon as "significantly undervalued" and can see it headed to
$5,000 per share in the medium-term.
With a 75% success rate and 34.8% average return per rating, Sebastian is
ranked 28 out of over 7,000 analysts tracked by TipRanks.
Microsoft Corp
MSFT 2.45%
: Wedbush analyst Daniel Ives maintained a “Buy” rating and a $300 price
target on the stock as he sees cloud growth momentum building up for the
company. The rest of the Wall Street analysts are bullish as well with a
total of 23 “Buy” ratings on the stock.
Ives estimates that cloud wars between Amazon and Microsoft to capture market
share are going to intensify and global cloud spending could reach nearly $1
trillion over the next decade.
The veteran analyst has predicted a shift in tide in the cloud space, with
Microsoft standing to benefit.
Alphatec Holdings
ATEC 2.68%
: Medical technology company focused on spinal surgeries has six “Buy”
ratings from top analysts and a $19.7 average stock price forecast. H.C.
Wainwright analyst Sean Lee, who claims a 75% success rate and 69.2% average
return per rating, has maintained a “Buy” rating on the stock and raised
the price target to $19 from $16.
Lee’s rating comes after the company’s fourth-quarter revenue registered a
36% year-over-year surge despite the ongoing COVID-19 headwinds. The analyst
expects EOS imaging to be a key growth driver for the company, contributing
about $127 million in additional revenues by 2025.
Alphatec's recently-launched procedure for lateral surgeries that
significantly shortens the surgery times could also be a major growth driver
this year.
Addus Homecare Corp
ADUS 0.04%
: Brokerage RBC Capital analyst Frank Morgan, who has a 5-star rating on the
stock, has reiterated a "Buy" rating and a price target of $136.
The Texas-based home and healthcare company recently unveiled a new value
plan to support closer coordination of care for patients as they are
discharged from acute care hospitals into their homes or into post-acute
facilities.
Morgan believes the plan “positions Addus for a larger role in post-acute
coordination with potential for longer-term shared savings.” The analyst is
also encouraged by the recently passed COVID federal relief aid as “it
provides a 10% boost to the Federal Medical Assistance Percentage meant to
bolster personal care services amid the pandemic.”
This increase gives a larger match than Morgan originally expected, with
earlier versions of the bill mentioning a 7.35% rise.
Amyris Inc
AMRS 8.65%
: H.C. Wainwright analyst Amit Dayal is bullish on the stock and has
significantly roasted its price target to $35 from $11 and reiterated the “
Buy” rating as well.
Dayal, who has a 77% average per rating, along with three top analysts, has a
similar view on the stock in the last two months. The average analyst price
target comes in at $25.50.
Dayal sees improving business fundamentals that support the company’s annual
revenue growth outlook expectations of between 30% and 50% over the next few
years. Also, its debt is set to land below $100 million by the end of the
third quarter this year from $297 million at the beginning of 2020.
The brokerage says the company currently has 18 ingredients currently in
development that could position the company to have more than 30
commercialized ingredients by the end of 2025. In addition, it has four new
brand launches in 2021, is expanding its retail presence, and could benefit
from acquisitions and distribution agreements in international markets
including China and Brazil.
Based on all of the above, the analyst argues that revenues will grow at a
nine-year CAGR from 2021 to 2030 of 28.8%, versus the previous 20.4% estimate.
机翻如下：
尽管随着COVID-19疫苗接种范围扩大后经济重新开放，人们担心通货膨胀，但仍有一些股
票被分析师高度看好。以下是TipRanks整理的华尔街分析师表现最好的五只 "买入 "评级
的股票名单。
亚马逊公司
AMZN +1.17%
: Baird分析师Colin Sebastian重申了 "买入 "评级，除了对这家电商巨头的 "Fresh
Pick "状态外，还将目标价定为4000美元。根据TipRanks的资料，科林得到了其他30位顶
级分析师的支持，他们也给予了 "买入 "评级。
塞巴斯蒂安指出，投资者可能错过了 "互联网和科技行业内最引人注目的订阅/准订阅模
式之一"，并补充说，亚马逊75%的收入是经常性的，即使它不断有效地增加新用户。
Baird认为亚马逊的价值 "被显著低估"，可以看到它在中期内将走向每股5000美元。
塞巴斯蒂安的成功率为75%，每次评级的平均回报率为34.8%，在TipRanks追踪的7000多名
分析师中排名第28位。
微软公司
MSFT +2.45%
: Wedbush分析师Daniel Ives维持该股 "买入 "评级，目标价为300美元，因为他认为该
公司的云计算增长势头正在增强。其余华尔街分析师也都看好该股，共有23位分析师给予
"买入 "评级。
Ives估计，亚马逊和微软为抢占市场份额而进行的云计算战争将愈演愈烈，未来十年全球
云计算支出可能达到近1兆美元。
这位资深分析师预测，云计算领域的潮流将发生转变，微软将站在受益者的角度。
Alphatec控股
ATEC +2.68%
: 专注于脊柱手术的医疗技术公司获得了六位顶级分析师的 "买入 "评级，平均股价预测
为19.7美元。H.C. Wainwright分析师Sean Lee宣称每次评级的成功率为75%，平均回报率
为69.2%，他维持对该股的 "买入 "评级，并将目标股价从16美元上调至19美元。
Lee的这一评级是在该公司第四季度营收录得同比大增36%之后作出的，尽管COVID-19的风
头正盛。该分析师预计，EOS成像将成为该公司的主要增长动力，到2025年将贡献约1.27
亿美元的额外收入。
Alphatec最近推出的用于横向手术的程式，可显著缩短手术时间，也可能成为今年的主要
增长动力。
Addus Homecare Corp
ADUS +0.04%
: 经纪公司RBC Capital分析师Frank Morgan对该股的评级为5星，他重申了 "买入 "评级
，目标价为136美元。
这家总部位于德克萨斯州的家庭和医疗保健公司最近公布了一项新的价值计画，以支持在
患者从急性护理医院出院到家中或进入后护理设施时，为他们提供更紧密的护理协调。
摩根认为，该计画 "将Addus定位为在急性后协调中发挥更大作用，并有可能实现长期的
共用节约"。该分析师还对最近通过的COVID联邦救济援助感到鼓舞，因为 "它为联邦医疗
援助百分比提供了10%的提升，旨在支援大流行期间的个人护理服务"。
这一增幅给出的匹配度比摩根原先预期的要大，早先的法案版本中提到了7.35%的涨幅。
Amyris Inc
AMRS +8.65%
: H.C. Wainwright分析师Amit Dayal看好该股，并将其目标价从11美元大幅烤到35美元
，同时重申 "买入 "评级。
Dayal的平均每次评级为77%，以及三位顶级分析师，在过去两个月中对该股的观点也是如
此。分析师平均目标价为25.5美元。
Dayal认为，业务基本面的改善支持了公司未来几年30%至50%的年收入增长前景预期。另
外，其债务将从2020年初的2.97亿美元降落到今年第三季度末的1亿美元以下。
该券商表示，公司目前有18种原料正在开发中，到2025年底，公司的商品化原料定位可能
超过30种。此外，该公司在2021年将推出4个新品牌，正在扩大零售业务，并可能从包括
中国和巴西在内的国际市场的收购和分销协议中受益。
基于以上种种，分析师认为，从2021年到2030年，该公司的收入将以9年的复合年增长率
28.8%，而此前的估计为20.4%。
心得/评论：
除了微软和亚马逊以外
还是有很多有趣的公司被分析师关注
当然坐云霄飞车的各类毛票、ark概念股和中概股还是市场的焦点
不过在华语圈没什么关注到的地方
还是有很多有趣的股票在悄悄上涨著
例如我之前一直很喜爱的ROG，股价也默默地从年初152冲击一轮200大关了
偶而看看自己关注圈以外的股票也是蛮有趣的