Published: 2024-09-11
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
ELF Cosmetics (ultra bearish case): Revenue growth to average 12% annually from 2025-2028, net income growth also 12%, and net income margins at 9% by 2028. Stock price predicted to be $77-$107 in 2028.
"in my ultra bearish case I have Elf only doing 12% Revenue growth on average 2025 through 2028... Additionally they couldn't even get net income to grow faster than Revenue in this scenario they're basically their net income growth would be the same exact as their revenue growth 12%... net income margin under 10% in the scenario how disastrous is that 9% net income margins... which in 2028 would put the stock somewhere between $77 and $107"
Pending
ELF Cosmetics (bearish case): Revenue growth to average 15% annually from 2025-2028, net income growth averaging 20%, and net income margins at 11% by 2028. Stock price predicted to be $121-$162 in 2028.
"This would be elf growing on an average of 15% Revenue per year over the next four years [2025-2028] right net income growth of about 20%... net income margins of 11% come 2028... this would put the stock somewhere between about $121 and about $162 come 2028"
Pending
ELF Cosmetics (base case): Revenue growth to average 25% annually from 2025-2028, net income growth averaging 35%, and net income margins at 12% by 2028. Stock price predicted to be $259-$453 in 2028.
"I think they're going to be able to grow Revenue 25% on average [per year] over this next four years [2025-2028]... doing about 35% growth when it comes to net income... They'd put their net income margins right around 12%... puts elv stock in 2028 somewhere around about $259 to maybe $453"
Pending
ELF Cosmetics (bullish case): Revenue growth to average 30% annually from 2025-2028, net income growth averaging 40%, and net income margins at 12% by 2028. Stock price predicted to be $337-$561 in 2028.
"my buold case for elf is revenue growth of around 30% per year for 2025 through 2028 now I have them still outstripping when it comes to net income... doing about 40% net income growth and that would put net income margin still right around 12% for the company... this puts the stock somewhere between about 337 and about 561 in 2028"
Pending
ELF Cosmetics (ultra bullish case): Revenue growth to average 40% annually from 2025-2028, reaching $4.5 billion revenue in 2025. Net income growth to average 70%, with net income margins at 20% by 2028. Stock price predicted to be $977-$1,628 in 2028, with market cap reaching $60 billion.
"Ultra bullish case has I'm doing Revenue growth on average of 40% a year right that would put them at about $4.5 billion of Revenue in 2025... do about 70% on average net income growth which would put the net income margins in this Ultra bullish case at 20%... would put the stock somewhere around about $977 to about $1,628 which would mean the stock would once again 10x It Go from $100 to $1,000 plus right and it'd be another 10x scenario in regards to elf you'd see the market cap go from 6 billion to you know 60 billion something like that"
Pending
Tesla's stock price could surpass its previous high of $400+ in 2027 or 2028.
"could I see taking 7 years or something like that for Tesla to get back so let's say it takes out that 2028 high or takes out that old high a 400 plus in 2028 or 2027 I think that's a possibility"
Pending
The new Tesla mass market vehicle ramp will hurt short-term profitability. The ramp-up might be delayed to 2026 or 2027, with profit impact showing more significantly in 2027-2028.
"when the new Mass Market vehicle hits in the market there's going to be a whole ramp time there it's going to hurt profitability in the short term... elon's talking about ramping that vehicle in 2025 we don't know like elon's time sometimes a little little above it might be 202 that vehicle actually starts ramp in 2027 right and so really starts to show up in the profit numbers more 2027 2028"
Pending
Tesla's Robo-taxi revenues will be substantial in 5-10 years, but in the short term (1-2 years), Robo-taxi will be a loss leader and hurt Tesla's profitability due to aggressive pricing to gain market share.
"Robo taxi revenues I think will be real and I think they'll be substantial 5 years out or 10 years out... one year out two year out it's going to be moscu and I think that could actually be a loss leader in the short term cuz I think ultimately elon's going to want to price significant under Uber and lift at the particular time to just take market share and so I think that will actually hurt um Tesla's profitability during that short-term time period"
Pending
Oil prices are predicted to spike back up in November (2024).
"don't be surprised if come November oil price starts spiking back up don't be surprised at all"
Pending