๐Ÿ‡บ๐Ÿ‡ธ US ์‹ค์ ์†๋ณด by TNBfolio
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8x8, Inc. (EGHT)
์‹œ๊ฐ€์ด์•ก: 328.22M
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #EDP_Services
์„นํ„ฐ: #Technology
ํ™ˆํŽ˜์ด์ง€: https://www.8x8.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, MoM)
2406: 178.1M / 178.73M / -0.4% / -2.8% / -0.7%
2403: 179.41M / -- / -- / -2.8% / -0.9%
2312: 181.01M / -- / -- / -- / -2.2%
2309: 185.0M / -- / -- / -- / 0.9%
2306: 183.29M / -- / -- / -- / -0.7%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, MoM)
2406: 0.08 / 0.09 / -11.1% / 161.5% / 142.1%
2403: -0.19 / -- / -- / -137.5% / -11.8%
2312: -0.17 / -- / -- / -- / -183.3%
2309: -0.06 / -- / -- / -- / 53.8%
2306: -0.13 / -- / -- / -- / -62.5%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2403: 728.71M(-2.0%) / -0.56(11.1%)
2303: 743.94M(16.6%) / -0.63(59.4%)
2203: 638.13M(19.9%) / -1.55(1.3%)
2103: 532.34M(--) / -1.57(--)

#EGHT

- ์‚ฌ์—…์š”์•ฝ: 8x8, Inc. provides voice, video, chat, contact center, and enterprise-class application programmable interface (API) Software-as-a-Service solutions for small business, mid-market, enterprise customers, government agencies, and other organizations worldwide. It off...
#EGHT

8x8 Earnings: What To Look For From EGHT
https://finance.yahoo.com/news/8x8-earnings-look-eght-070714954.html

8x8 Launches New AI-Powered Housing Association Solution to Minimize Costs Around Property Maintenance and Upkeep
https://finance.yahoo.com/news/8x8-launches-ai-powered-housing-080000943.html

Shareholders in 8x8 (NASDAQ:EGHT) are in the red if they invested three years ago
https://finance.yahoo.com/news/shareholders-8x8-nasdaq-eght-red-134036075.html

Do Options Traders Know Something About 8x8 (EGHT) Stock We Don't?
https://finance.yahoo.com/news/options-traders-know-something-8x8-123800429.html

Winners And Losers Of Q1: 8x8 (NASDAQ:EGHT) Vs The Rest Of The Video Conferencing Stocks
https://finance.yahoo.com/news/winners-losers-q1-8x8-nasdaq-080246437.html
8x8, Inc. (EGHT)
์‹œ๊ฐ€์ด์•ก: 304.78M
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #EDP_Services
์„นํ„ฐ: #Technology
ํ™ˆํŽ˜์ด์ง€: https://www.8x8.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2409: 181M / 178.38M / 1.5% / -2.2% / 1.6%
2406: 178.1M / 178.73M / -0.4% / -2.8% / -0.7%
2403: 179.41M / -- / -- / -2.8% / -0.9%
2312: 181.01M / -- / -- / -- / -2.2%
2309: 185.0M / -- / -- / -- / 0.9%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2409: 0.09 / 0.08 / 12.5% / 250.0% / 12.5%
2406: 0.08 / 0.09 / -11.1% / 161.5% / 142.1%
2403: -0.19 / -- / -- / -137.5% / -11.8%
2312: -0.17 / -- / -- / -- / -183.3%
2309: -0.06 / -- / -- / -- / 53.8%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2403: 728.71M(-2.0%) / -0.56(11.1%)
2303: 743.94M(16.6%) / -0.63(59.4%)
2203: 638.13M(19.9%) / -1.55(1.3%)
2103: 532.34M(--) / -1.57(--)

#EGHT

- ์‚ฌ์—…์š”์•ฝ: 8x8, Inc. provides voice, video, chat, contact center, and enterprise-class application programmable interface (API) Software-as-a-Service solutions for small business, mid-market, enterprise customers, government agencies, and other organizations worl...
#EGHT

8x8 (EGHT) Reports Earnings Tomorrow: What To Expect
https://finance.yahoo.com/news/8x8-eght-reports-earnings-tomorrow-071306199.html

Is 8ร—8, Inc. (EGHT) the Best Oversold Tech Stock to Buy Right Now?
https://finance.yahoo.com/news/8-8-inc-eght-best-145405950.html

CareMonitor Chooses 8x8 CPaaS to Support Critical Patient Interactions
https://finance.yahoo.com/news/caremonitor-chooses-8x8-cpaas-support-220000175.html

8x8, Inc. Schedules Second Quarter Fiscal 2025 Earnings Release and Conference Call
https://finance.yahoo.com/news/8x8-inc-schedules-second-quarter-130000194.html

8x8 Extends AI-Powered 8x8 Intelligent Customer Assistant for Enhanced Voice and Digital Customer Engagement
https://finance.yahoo.com/news/8x8-extends-ai-powered-8x8-130000775.html
12์›” 13์ผ ์™ธ์‚ฌ ๊ธฐ์—… ๋ฆฌํฌํŠธ

<๊ธฐ์—… ๋ฆฌํฌํŠธ>

1. Broadcom Limited (#AVGO)
- UBS
- ์ธ๊ณต์ง€๋Šฅ(AI) ๋ฐ ASIC ํ”„๋กœ๊ทธ๋žจ ํ™•์žฅ์„ ํ†ตํ•ด ์„ฑ์žฅ์„ธ๋ฅผ ์ด์–ด๊ฐ€๋Š” ๋ฐ˜๋„์ฒด ๋ฐ ์†Œํ”„ํŠธ์›จ์–ด ์†”๋ฃจ์…˜ ๊ธฐ์—…์œผ๋กœ ๋ชฉํ‘œ๊ฐ€ $200์—์„œ $220๋กœ ์ƒํ–ฅ ์กฐ์ •

2. Uber Technologies (#UBER)
- Goldman Sachs
- ๊ธ€๋กœ๋ฒŒ ๋ผ์ด๋“œ์…ฐ์–ด๋ง ๋ฐ ๋ฐฐ๋‹ฌ ์„œ๋น„์Šค ์ œ๊ณต ๊ธฐ์—…์œผ๋กœ ๋ชฉํ‘œ๊ฐ€ $96 ์„ค์ •๊ณผ ์—ฐํ‰๊ท  ์˜ˆ์•ฝ๊ธˆ ๋ฐ ์กฐ์ • EBITDA ์„ฑ์žฅ ๊ธฐ๋Œ€

3. Apple (#AAPL)
- Morgan Stanley
- iPhone ๊ต์ฒด ์ฃผ๊ธฐ์™€ AI ์„œ๋น„์Šค ํ™•์žฅ์„ ์ฃผ์š” ์„ฑ์žฅ ๋™๋ ฅ์œผ๋กœ ์„ค์ •ํ•˜๋ฉฐ ๋ชฉํ‘œ๊ฐ€ $273 ์ œ์‹œ

4. Jazz Pharmaceuticals (#JAZZ)
- Morgan Stanley
- Ziihera ์ถœ์‹œ์™€ ํ–ฅํ›„ ๋ฐ์ดํ„ฐ ๋ฐœํ‘œ๋กœ ์„ฑ์žฅ ๊ฐ€๋Šฅ์„ฑ์„ ์ฃผ๋ชฉ๋ฐ›์œผ๋ฉฐ ๋ชฉํ‘œ๊ฐ€ $140์—์„œ $175๋กœ ์ƒํ–ฅ

5. Nike (#NKE)
- Morgan Stanley
- ๋งค์ถœ ์•ฝ์„ธ์™€ ์žฌ๊ณ  ๊ณผ์ž‰ ๋ฌธ์ œ๋กœ ๋ชฉํ‘œ๊ฐ€ $82์—์„œ $80๋กœ ํ•˜ํ–ฅ ์กฐ์ •

6. Penn Entertainment (#PENN)
- JP Morgan
- ESPN Bet ์„ฑ์žฅ๊ณผ ์นด์ง€๋…ธ ์ˆ˜์ต ์•ˆ์ •์„ฑ์œผ๋กœ ๋ชฉํ‘œ๊ฐ€ $19์—์„œ $27๋กœ ์ƒํ–ฅ ์กฐ์ •

7. ELF Beauty (#ELF)
- Goldman Sachs
- ํ˜์‹ ์ ์ธ ๋งˆ์ผ€ํŒ…๊ณผ ๋น ๋ฅธ ์„ฑ์žฅ์„ธ๋กœ Buy ๋“ฑ๊ธ‰ ์‹ ๊ทœ ์ปค๋ฒ„๋ฆฌ์ง€ ์‹œ์ž‘๊ณผ ๋ชฉํ‘œ๊ฐ€ $165 ์„ค์ •

8. Coty Inc. (#COTY)
- Goldman Sachs
- ๋ช…ํ’ˆ ํ–ฅ์ˆ˜ ๋ถ€๋ฌธ ๊ฐ•์ ์„ ์œ ์ง€ํ•˜๋ฉฐ Neutral ๋“ฑ๊ธ‰ ์‹ ๊ทœ ์ปค๋ฒ„๋ฆฌ์ง€ ์‹œ์ž‘๊ณผ ๋ชฉํ‘œ๊ฐ€ $9 ์„ค์ •

9. Celsius Holdings (#CELH)
- JPMorgan
- ๊ฑด๊ฐ• ์ค‘์‹ฌ ์—๋„ˆ์ง€ ์Œ๋ฃŒ๋กœ Overweight ๋“ฑ๊ธ‰ ์‹ ๊ทœ ์ปค๋ฒ„๋ฆฌ์ง€ ์‹œ์ž‘๊ณผ ๋ชฉํ‘œ๊ฐ€ $37 ์„ค์ •

10. Lowe's Companies (#LOW)
- Piper Sandler
- ํ™ˆ ๋ฆฌ๋ชจ๋ธ๋ง ๊ธฐ์—…์œผ๋กœ ๋ชฉํ‘œ๊ฐ€ $307 ์œ ์ง€์™€ Total Home Strategy ๋ฐœํ‘œ

11. Reddit (#RDDT)
- Wells Fargo
- ์‚ฌ์šฉ์ž ์ฝ˜ํ…์ธ  ๊ธฐ๋ฐ˜ ํ”Œ๋žซํผ์œผ๋กœ ๊ด‘๊ณ  ์ˆ˜์ต ์„ฑ์žฅ ๊ฐ€๋Šฅ์„ฑ๊ณผ ๋ชฉํ‘œ๊ฐ€ $206 ์„ค์ •

12. EnPro Industries (#NPO)
- KeyBanc Capital Markets
- ์‚ฐ์—… ์žฅ๋น„ ์ œ์กฐ ๊ธฐ์—…์œผ๋กœ ๋ชฉํ‘œ๊ฐ€ $180์—์„œ $220๋กœ ์ƒํ–ฅ ์กฐ์ •

13. Vontier Corporation (#VNT)
- Wolfe Research
- ๋‚ฎ์€ ๋ฐธ๋ฅ˜์—์ด์…˜๊ณผ ์„ฑ์žฅ ์ž ์žฌ๋ ฅ์œผ๋กœ ๋ชฉํ‘œ๊ฐ€ $48 ์ƒํ–ฅ ๋ฐ Outperform ๋“ฑ๊ธ‰ ์œ ์ง€

14. CIENA (#CIEN)
- Barclays
- ๋„คํŠธ์›Œํฌ ์žฅ๋น„ ์ „๋ฌธ ๊ธฐ์—…์œผ๋กœ ๋ชฉํ‘œ๊ฐ€ $67์—์„œ $97๋กœ ๋Œ€ํญ ์ƒํ–ฅ ์กฐ์ •

15. Costco Wholesale (#COST)
- Evercore ISI
- ํšŒ์›์ œ ์ฐฝ๊ณ ํ˜• ํ• ์ธ๋งค์žฅ์œผ๋กœ ๋ชฉํ‘œ๊ฐ€ $1,020์—์„œ $1,030๋กœ ์ƒํ–ฅ ์กฐ์ •

16. Restoration Hardware (#RH)
- Guggenheim
- ๊ณ ๊ธ‰ ๊ฐ€๊ตฌ ๋ธŒ๋žœ๋“œ๋กœ ์‹ ๊ทœ ์ปฌ๋ ‰์…˜ ์ถœ์‹œ์™€ ๋ชฉํ‘œ๊ฐ€ $425์—์„œ $550๋กœ ์ƒํ–ฅ ์กฐ์ •

17. Upbound Group (#UPBD)
- Stephens
- ๊ธˆ์œต ๊ธฐ์ˆ  ์„œ๋น„์Šค ๊ธฐ์—…์œผ๋กœ ์ „๋žต์  ์ธ์ˆ˜๋ฅผ ํ†ตํ•œ ๋ชฉํ‘œ๊ฐ€ $38 ์„ค์ •

18. Urban Outfitters (#URBN)
- Baird
- ๋ธŒ๋žœ๋“œ ๋งค์ถœ ๊ฐœ์„  ๋ฐ ๋ชฉํ‘œ๊ฐ€ $49์—์„œ $55๋กœ ์ƒํ–ฅ ์กฐ์ •

19. General Dynamics (#GD)
- Goldman Sachs
- ์ •๋ถ€ IT ๋ถ€๋ฌธ ๋ฆฌ์Šคํฌ ์ฆ๊ฐ€๋กœ Neutral์—์„œ Sell๋กœ ๋“ฑ๊ธ‰ ํ•˜ํ–ฅ ์กฐ์ •

20. Carisma Therapeutics (#CARM)
- Baird
- ์ „๋žต ์ดˆ์  ๋ณ€๊ฒฝ๊ณผ ์ฃผ์š” ์ด‰๋งค ๋ถ€์กฑ์œผ๋กœ ๋ชฉํ‘œ๊ฐ€ $10์—์„œ $1๋กœ ํ•˜ํ–ฅ ์กฐ์ •

21. Meritage Homes Corporation (#MTH)
- JPMorgan
- ํ‰๊ท  ๋งˆ์ง„ ๋ฐ˜์˜์œผ๋กœ Overweight์—์„œ Neutral๋กœ ๋“ฑ๊ธ‰ ํ•˜ํ–ฅ ์กฐ์ •, ๋ชฉํ‘œ๊ฐ€ $220์—์„œ $197๋กœ ํ•˜ํ–ฅ


<์ „๋žต& ๋งคํฌ๋กœ ๋ฆฌํฌํŠธ>

1. Mike Wilson (๋ชจ๊ฑด ์Šคํƒ ๋ฆฌ ๋ฏธ๊ตญ ์ฃผ์‹ ์ˆ˜์„ ์ „๋žต๊ฐ€)
- 2025๋…„ ์ฃผ์‹ ์‹œ์žฅ ์กฐ์ •๊ณผ ์ดˆ๊ธฐ ๋ณ€๋™์„ฑ ์ฆ๊ฐ€๊ฐ€ ์˜ˆ์ƒ๋œ๋‹ค.
- ์žฅ๊ธฐ์ ์œผ๋กœ S&P 500 ์ง€์ˆ˜๊ฐ€ 6,500์— ๋„๋‹ฌํ•  ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ๋‹ค๊ณ  ๋ณธ๋‹ค.

2. ๋ธ”๋ฃธ๋ฒ„๊ทธ ์„ค๋ฌธ
- ์—ฐ์ค€์€ 12์›” ํšŒ์˜์—์„œ ๊ธฐ์ค€๊ธˆ๋ฆฌ๋ฅผ 0.25%ํฌ์ธํŠธ ์ธํ•˜ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค.
- 2025๋…„ ๊ธˆ๋ฆฌ ์ธํ•˜ ์†๋„๋Š” ์™„๋งŒํ•˜๋ฉฐ, ์—ฐ๊ฐ„ ์„ธ ์ฐจ๋ก€ ์ธํ•˜๋กœ ์ œํ•œ๋  ์ „๋ง์ด๋‹ค.

3. Michael Gapen (๋ชจ๊ฑด ์Šคํƒ ๋ฆฌ ์ˆ˜์„ ์ด์ฝ”๋…ธ๋ฏธ์ŠคํŠธ)
- ์—ฐ์ค€์€ ๋‹ค์Œ ์ฃผ ๊ธฐ์ค€๊ธˆ๋ฆฌ๋ฅผ 0.25%ํฌ์ธํŠธ ์ธํ•˜ํ•  ๊ฐ€๋Šฅ์„ฑ์ด ๋†’๋‹ค.
- ์ธํ”Œ๋ ˆ์ด์…˜ ์™„ํ™”์™€ ์‹ค์—…๋ฅ  ์ƒ์Šน์„ ๊ณ ๋ คํ•  ๋•Œ ์ถ”๊ฐ€ ๊ธˆ๋ฆฌ ์ธํ•˜ ๊ณ„ํš์ด ๋ฐœํ‘œ๋  ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค.

https://naver.me/5MVK87qd

(์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋งํฌ ์ฐธ์กฐ)


241213 US ๊ธฐ์—… TP ์ •๋ฆฌ

Upgrades
#CAH #CNC #CCS #CIEN #XOM #GLPI #GIS #VAC #NCLH #PTEN #PYPL #PENN #PTCT #RHI #CRM #SGMO #SRE #TASK #UPBD #UPST #VNOM

Downgrades
#EGHT #FOLD #AMPL #BOLD #DHI #EDIT #HGV #IMRX #IMCR #IBP #MNDY #NDSN #RNG #RHP #NOW #TOL #BLD #VIK #WFRD #ZI

https://naver.me/GALhjtHS

(์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋งํฌ ์ฐธ์กฐ)
8x8, Inc. (EGHT)
์‹œ๊ฐ€์ด์•ก: 372.38M
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #EDP_Services
์„นํ„ฐ: #Technology
ํ™ˆํŽ˜์ด์ง€: https://www.8x8.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2412: 178.9M / 179.26M / -0.2% / -1.2% / -1.2%
2409: 181M / 178.38M / 1.5% / -2.2% / 1.6%
2406: 178.1M / 178.73M / -0.4% / -2.8% / -0.7%
2403: 179.41M / -- / -- / -2.8% / -0.9%
2312: 181.01M / -- / -- / -- / -2.2%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2412: 0.11 / 0.09 / 22.2% / 164.7% / 22.2%
2409: 0.09 / 0.08 / 12.5% / 250.0% / 12.5%
2406: 0.08 / 0.09 / -11.1% / 161.5% / 142.1%
2403: -0.19 / -- / -- / -137.5% / -11.8%
2312: -0.17 / -- / -- / -- / -183.3%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2403: 728.71M(-2.0%) / -0.56(11.1%)
2303: 743.94M(16.6%) / -0.63(59.4%)
2203: 638.13M(19.9%) / -1.55(1.3%)
2103: 532.34M(--) / -1.57(--)

#EGHT

- ์‚ฌ์—…์š”์•ฝ: 8x8, Inc. provides voice, video, chat, contact center, and enterprise-class application programmable interface (API) Software-as-a-Service solutions for small business, mid-market, enterprise customers, government agencies, and othe...
8x8, Inc. (EGHT)
์‹œ๊ฐ€์ด์•ก: 238.37M
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #EDP_Services
์„นํ„ฐ: #Technology
ํ™ˆํŽ˜์ด์ง€: https://www.8x8.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 177M / 181.65M / -2.6% / -1.3% / -1.1%
2412: 178.9M / 179.26M / -0.2% / -1.2% / -1.2%
2409: 181M / 178.38M / 1.5% / -2.2% / 1.6%
2406: 178.1M / 178.73M / -0.4% / -2.8% / -0.7%
2403: 179.41M / -- / -- / -2.8% / -0.9%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 0.08 / 0.08 / 0.0% / 142.1% / -27.3%
2412: 0.11 / 0.09 / 22.2% / 164.7% / 22.2%
2409: 0.09 / 0.08 / 12.5% / 250.0% / 12.5%
2406: 0.08 / 0.09 / -11.1% / 161.5% / 142.1%
2403: -0.19 / -- / -- / -137.5% / -11.8%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2403: 728.71M(-2.0%) / -0.56(11.1%)
2303: 743.94M(16.6%) / -0.63(59.4%)
2203: 638.13M(19.9%) / -1.55(1.3%)
2103: 532.34M(--) / -1.57(--)

#EGHT

- ์‚ฌ์—…์š”์•ฝ: 8x8, Inc. provides voice, video, chat, contact center, and enterprise-class application programmable interface (API) Software-as-a-Service solutions for small business, mid-market, enterprise customers, government agen...