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cover of episode Exploring CoreWeave: An NVIDIA-Backed AI Play

Exploring CoreWeave: An NVIDIA-Backed AI Play

2025/6/11
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Motley Fool Money

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L
Lou Whiteman
R
Rick Munarriz
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Lou Whiteman: 我认为Chewy的季度表现相当稳健,每股收益略高于预期,营收同比增长8%,也略高于华尔街的预期。虽然活跃客户数量同比增长近4%,客户消费额也在增加,但公司对当前季度的营收增长预期略有下调,这主要是由于宏观经济的不确定性,而非公司自身的问题。尽管Chewy的股票并不便宜,市盈率高达33倍,但我相信其增长故事仍然完整,这正是投资者所期待的。 Rick Munarriz: 我认为Chewy的活跃客户数量在经历下滑后已经反弹,这是一个积极的信号,表明公司的表现优于市场预期。然而,Chewy的股价之前已经大幅上涨,可能已经反映了市场对其过高的期望。我个人认为Chewy的报告比市场反应所显示的要好得多。股价在财务数据公布前已经大幅上涨,过去一年几乎翻了一番。有时,这种股票的定价可能过于完美。

Deep Dive

Chapters
Despite a solid quarter with earnings exceeding expectations and increased customer spending, Chewy's stock is down due to slower-than-expected revenue growth guidance. However, the analysts believe that this is more due to macroeconomic factors than company-specific issues. The stock's performance is analyzed in the context of its past performance and compared to similar companies.
  • Chewy's Q[Number] earnings beat expectations but guidance caused a stock drop.
  • Active customers grew, and customer spending increased.
  • Concerns about macroeconomic uncertainty and future growth.
  • Stock trading at 33X future earnings.

Shownotes Transcript

Would you be interested in a stock that’s quadrupled in less than three months?

(00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss:

  • Chewy earnings

  • Hype Meter: CoreWeave

  • Sezzle vs. Shopify

Companies discussed: CHWY, CRWV, SEZL, SHOP

Host: Anand Chokkavelu

Guests: Lou Whiteman, Rick Munarriz

Engineer: Dan Boyd

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