Markets

Trefis Top 5 – May 25 Insights (S, FSLR, X, LNKD, CVX)

Sprint's (NYSE:S) stock has been on a tear, up nearly 40% since AT&T (NYSE:T) announced its bid for T-Mobile. We take a look at why its stock has rallied and if this can continue. First Solar ( FSLR ) is increasingly pushing ahead in markets other than the US and Germany, which make up around 40% of our price estimate. LinkedIn's (NYSE:LNKD) recruitment services and job postings business accounts for around 50% the company's value, and we assess the pricing outlook for these services. We take a brief look at Chevron's ( CVX ) refined products business, and we glance at the 3 primary sources of value for U.S. Steel (NYSE:X).

Can Sprint's Stock Continue to Run?

Sprint's (NYSE:S) stock price jumped by about 5% yesterday and has risen significantly by almost 40% from its dip following the AT&T (NYSE:T) and T-Mobile merger announcement. Despite the deal's negative impacts to Sprint's competitive position, investors see a silver lining. The shares now stand around $5.84 and close to our price estimate for the company.

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First Solar Will See Exponential Growth in International Markets

First Solar ( FSLR ) made most of its money in recent years primarily through its business in Germany and the United States. But we believe that the company - one of the biggest players in the competitive solar components industry - owes most of its value to the immense revenue potential that exists in developing countries. Our analysis of the company led us to conclude that sales of photovoltaic (PV) modules outside Germany and the U.S. contribute to more than 60% of the $144 price estimate we have for the company's stock. First Solar is engaged in the manufacturing and sale of solar modules with an advanced thin film semiconductor technology, and competes with other solar industry players like SunPower (NASDAQ:SPWRA), Suntech Power (NYSE:STP) and Yingli Green Energy Holding Com (NYSE:YGE).

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3 Key Sources of Value for U.S. Steel's stock

U.S. Steel (NYSE:X) is an integrated steel producer of flat-rolled and tubular products with major production operations in North America and Europe. Despite the company's annual raw steel production capability of 31.7 million tons, it has been unable to capitalize on the recovery in the global steel industry and reported a loss in the last quarter. U.S. Steel is the 10th largest steel company in the world and competes with international steel giants like ArcelorMittal (NYSE:MT), BaoSteel, Posco (NYSE:PKX), Nippon Steel and ThyssenKrupp.

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How Pricing for LinkedIn Job Postings Could Trend Going Forward

LinkedIn's (NYSE:LNKD) recruitment services and job postings business accounts for around 50% of our $30 price estimate for LinkedIn stock, making it the most valuable business for LinkedIn. Under the recruitment solutions business, LinkedIn not only provides recruitment tools to help corporations identify the best matches from a large pool of passive candidates, but also provides simple job listings services. In this market, LinkedIn directly competes with Monster (NYSE:MWW). But this is only one part of LinkedIn's operations. LinkedIn also competes with social networking portals like Facebook and Twitter, as well as Google (NASDAQ:GOOG) and Yahoo (NASDAQ:YHOO) in the online advertising market.

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A Look at Chevron's Refined Products Sales

Chevron ( CVX ) is one of the largest energy companies in the world and competes with other established oil producers like Exxon Mobil (NYSE:XOM), ConocoPhillips ( COP ), BP ( BP ) and Anadarko ( APC ). Previously, we focused our discussion around Chevron's upstream operations that are centered around oil & natural gas exploration. In this article we shift our focus to its refining business and discuss sales of its refined products.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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