META Could be worth at least 30% more — and AnaChart shows the best analysts covering it — Meta Platforms (META) stock is seriously undervalued. I estimate it’s still worth at least 30% more. That puts it over $442 per share. That’s also over $103 more than its present price of $338.91 per share on Monday, Nov. 27. But Wall Street analysts have gotten it wrong. Their average…

Analysts have rarely gotten the stock wrong, but AnaChart shows the winners — Nvidia, the graphics and networking/data center company, has had explosive growth. This has powered NVDA stock higher and higher. So far this year it’s up by 227% from $146.14 per share at the end of 2022 to $477.76 as of Friday, Nov. 24. By and large, analysts have gotten the…

Some analysts have gotten it right — as seen by AnaChart, a new sell-side tracking service — Palo Alto Networks (PANW) is a cash flow machine. It delivered a massive $3 billion in adjusted free cash flow (FCF) in the latest quarter for the trailing 12 months (TTM) ending Oct. 31. Here is why that is important: It represents a massive 41% of revenue. This means that…

Meanwhile, Berkshire Hathaway is underperforming the S&P — Warren Buffett is not all that he is cracked up to be. He just caught with his hands in the cookie jar — buying and selling stocks in his personal account — appearing to violate Berkshire Hathaway’s employee trading policies. The stock emerged yesterday, Nov. 9, in a story published…

AnaChart allows you to track analysts’ target price forecasts — Have you seen sell-side stock analysts whose price targets never seem to perform? Often they put out a detailed report on a stock, but their price targets never seem to materialize. Or they take a long time, to be meaningless to average investors who manage their own money. AnaChart is…

FCF could hit $9 billion next year, pushing NFLX stock higher — Netflix is manufacturing cash. Its latest Q3 results show that free cash flow (FCF) exploded to almost $1.9 billion, up from $1.34 billion last quarter. I talked about Netflix’s powerful FCF in my DataDrivenInvestor article last month, “Netflix Stock Looks Like a Bargain.” Netflix Stock Looks Like a Bargain Short sellers of out-of-the-money puts are making good moneymedium.datadriveninvestor.com

Its free cash flow surged 36% YoY and the stock is still undervalued — PepsiCo (which owns the Lays and Frito brands as well) reported impressive Q3 results on Oct. 10. The company said its “organic” revenue growth (i.e., excluding currency and acquisitions/divestiture effects) was up 8.8% YoY. Management also said it expects to see a 10% YoY organic 2023 gain.

Short sellers of out-of-the-money puts are making good money — Netflix (NFLX) stock is well off its highs and is starting to look like a bargain. You can see its recent dip in the chart below.

Based on its huge free cash flow margins, MSFT stock could be worth $450, over 36% higher. — Microsoft (MSFT) stock is attractive to value investors, given its huge free cash flow (FCF). For example, in its latest quarter ending June 30, its adjusted FCF rose to $21 billion. That represents 37.4% of its sales of $56.1 billion for the quarter. Free cash flow is the residual cash…