Roads to 5G Communications: 2021 Technologies, Applications and Markets Assessment – CR/SDR

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Raymond James: These 3 stocks are over 100% on the horizon

We are now at the heart of the profit season and investors are paying close attention as companies report their financial results from the first quarter of 2021. This is routine in some respects, but in others there has never been a profit season like this. This is the first since the pandemic, but perhaps more importantly, the results come out at a time of almost unprecedented government stimulus spending. There is no real comparison to show how the inflow of money will affect the bottom lines. Weighing Raymond James, strategist Tavis McCourt has put his finger on some of the key points that investors need to realize. First, McCourt notes that “the S&P 500 2021 consensus EPS continues to move up, almost daily, and increased by another 2% in the first two weeks of the profit season.” McCourt identified the correct historical setting of current conditions: “Usually we see revisions to future profits positive in the first 1-2 years of economic recovery … ”However, the comparison breaks down as revisions to forecasts continue to move higher. “… analysts / management teams / this strategist continue to underestimate the positive impact of fiscal support (which is not ‘modeled’ as it has never been done before) on corporate profits,” McCourt added. With that in mind, we wanted to take a closer look at three stocks that have won the seal of approval from Raymond James. Accompanying a bullish rating, the company’s analysts believe that each of them could climb more than 100% higher next year. By running the tickers through the TipRanks database, we got all the details and learned what makes them so fascinating. Landos Biopharma (LABP) We will start with a newcomer to the markets. Landos Biopharma held an IPO only in February last year, when it started trading on the NASDAQ. The company is a clinical biopharmaceutical company with a focus on autoimmune diseases. Landos uses its own computing platform to develop new drug candidates and has identified seven so far. The leading candidate is BT-11 (omilancor), a new treatment for patients with ulcerative colitis. BT-11 is a small molecule that targets the pathway of Lanthionine Synthetase C-Like 2 (LANCL2), an action designed to limit gastrointestinal effects. In January this year, Landos reported positive test results for evidence of conception of phase 2 BT-11, with remission rates of 11.5% at week 12 for once-daily oral dosing patients. Landos plans to expand clinical trials with omilancor, with a phase 3 study in patients with ulcerative colitis and a phase 2 study in patients with Crohn’s disease scheduled for later this year. The company’s other drug candidates are in the earlier stages of the development pipeline, but it has had positive results to report from its candidate NX-13, another potential for ulcerative colitis. In a phase 1 tolerance study on healthy volunteers, the company reported adverse outcomes while meeting all primary and secondary endpoints. A phase 1b study is planned for the second half of 2021. Among the fans is Raymond analyst James Stephen Seedhouse, who sees the value of the factor in the company’s new approach. “[New] mechanisms, especially in chronic immune disorders 1) carve a potentially larger piece of TAM pie in the leading indication (in this case UC) and 2) open the door for further indications after the new mechanism is confirmed in an immune disorder. The proposed value for BT-11 in theory is that it could be like Otezla (a PDE4 inhibitor), which was acquired by Amgen for $ 11.2 billion net of tax breaks on 7 times sales of $ 1.6 billion. a year ago (2018), ”said Seedhouse. Looking ahead, in the long run, Seedhouse believes Landos has charted a winning path. “Mild patients with UC include> 50% of patients with active disease. The majority of drugs approved or under development for UC over the past 20 years target the highly competitive (but smaller) market for patients with UC. moderate to severe, while the larger “mild to moderate” population remains largely unused outside of 5-ASAs and corticosteroids.The significant efficacy and safety in 5-ASA refractory patients with mild to moderate will help BT-11 reach our estimated unadjusted peak sales of ~ $ 1B “, added the analyst. Consistent with these comments, Seedhouse values ​​LABP better (i.e., buys) and its $ 33 price point offers room for an impressive 219% up next year. (To watch the Seedhouse record, click here) Landos Biopharma caught the attention of analysts for its short time as a public company and already has 4 reviews. They are distributed up to 3 purchases and 1 retention, for a strong consensus rating. The shares are priced at $ 10.18, and their target for an average price of $ 25.50 suggests an increase of 146%. (See TipRanks LABP Stock Analysis) Haemonetics Corporation (HAE) Haemonetics Corporation is a major player in the blood business. It manufactures a full range of blood collection and collection products, along with machine management software and service agreements to maintain them. Last year, the market for blood products in the United States reached 10.5 billion dollars, and its largest segment, plasma products and blood components, accounted for about 80% of this market. The Hemonetics product line is designed to meet the needs of this segment. Shares of HAE showed steady growth from last August to this February – a long period of 85%. Earlier this month, however, HAE fell 35 percent to its three-year low after news that CSL Pharma announced its intention not to renew its supply agreement with Haemonetics. The agreement to supply and use the PCS2 plasma collection system provided Haemonetics with revenue of $ 117 million – or nearly 12% of the company’s total top line. In addition to lost revenue, Haemonetics will have to absorb an additional $ 32 million in one-time cancellation losses. This supply agreement expires in June next year. Analyst Lawrence Koesch, looking at Raymond James’s “Chemonetics,” found it good to maintain its “Superiority” rating, even after the announcement of CSL. We acknowledge that Haemonetics has become a “show me” story, as it will be important for investors to understand the development of corporate strategy in the light of the loss of the CSL contract … we believe that Haemonetics can mitigate the expected impact of 0 , $ 85 for gains from the loss under the contract (the company has ~ 14 months to size the organization) and move to additional gains from market share. We expect it will take some time to gain visibility on the renewed growth rate, “said Kösch. Keusch is ready to give HAE the time it needs to recover and return to a growth trajectory, and its $ 155 price tag shows its confidence level – 128% up for the stock over the next 12 months. (To view Keusch’s record, click here) Overall, Haemonetics shows a 5 to 2 breakdown of Wall Street analysts’ buy-and-hold recommendations, giving HAE shares a moderate consensus rating for a purchase. The stock has a target average price of $ 122, which suggests ~ 79% up from the current trading price of $ 67.96. (See TipRanks HAE stock analysis) Maxeon Solar Technologies (MAXN) Let’s switch gears and look at the solar technology sector. Maxeon manufactures and sells solar panels worldwide, under the SunPower brand outside the United States and on its own behalf in the United States. The company spun off from SunPower last summer when the parent company spun off its manufacturing business. Maxeon, the spin-off company, is a manufacturer of solar panels, with a product line worth $ 1.2 billion in annual revenue, more than 900 patents in the solar industry and more than 1,100 sales and installation partners operating in more than 100 countries. In the fourth quarter of 2021, the last reported, Maxeon showed a solid consistent profit of 207 million to 246 million dollars, 18% profit. Earnings, which were deeply negative in Q3 – at $ 2.73 per share loss – were positive in Q4, when EPS entered 11 cents. Raymond James’ Pavel Molchanov, rated 5 stars by TipRanks, is impressed by the company’s overall position in the market and sees the positive things that outweigh the negatives. “This is a history of raw materials, with a short-term margin structure that is weighted by inherited polysilicon supplies. We are fans of the company’s above-average exposure to the European market, which will soon be supported by European climate law; as well as its participation in a joint venture in China, whose already world-leading photovoltaic buildings could receive additional impetus from the newly established carbon trading program, “Molchanov wrote. For this purpose, Molchanov evaluates MAXN with a better result (ie Buy) and sets a price price of $ 45, showing room for growth of 127% next year. (To watch Molchanov’s record, click here) So far, MAXN shares have managed to sneak under the radar and have collected only 2 recent reviews; Buy and hold. The stock is priced at $ 19.86, with an average target of $ 34 showing room for growth of ~ 71% by the end of the year. (See MAXN stock analysis for TipRanks.) To find good stock trading ideas for attractive ratings, visit TipRanks’ Best Stocks to Buy, a newly created tool that brings together all insights into TipRanks ownership. Disclaimer: The views expressed in this article are those of the analysts only. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.