Xero Could Settle Bull-Bear Disagreement on Costs -- Market Talk

Dow Jones

2024/11/12

0047 GMT - Xero's first-half result announcement could help settle a dispute between the cloud-accounting software provider's bulls and bears, Morgan Stanley analysts write in a note. They think that investor focus will fall on the Australia-listed company's full-year cost ratio guidance, which currently sits at 73%. The MS analysts explain that bulls think that this is conservative for a company lifting prices and growing subscriber numbers, while bears see costs rising from increased U.S. marketing. MS is overweight on the stock but the analysts reckon there is a strong chance of share-price volatility from this week's 1H announcement. MS has an A$170.00 target price on the stock, which is up 0.2% at A$159.96. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

November 11, 2024 19:47 ET (00:47 GMT)

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They think that investor focus will fall on the Australia-listed company's full-year cost ratio guidance, which currently sits at 73%. The MS analysts explain that bulls think that this is conservative for a company lifting prices and growing subscriber numbers, while bears see costs rising from increased U.S. marketing. MS is overweight on the stock but the analysts reckon there is a strong chance of share-price volatility from this week's 1H announcement. MS has an A$170.00 target price on the stock, which is up 0.2% at A$159.96. 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They think that investor focus will fall on the Australia-listed company's full-year cost ratio guidance, which currently sits at 73%. The MS analysts explain that bulls think that this is conservative for a company lifting prices and growing subscriber numbers, while bears see costs rising from increased U.S. marketing. MS is overweight on the stock but the analysts reckon there is a strong chance of share-price volatility from this week's 1H announcement. MS has an A$170.00 target price on the stock, which is up 0.2% at A$159.96. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 11, 2024 19:47 ET (00:47 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1162221912.USD","symbol_name":"FRANKLIN INCOME \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2482799989","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2482799989","pubTimestamp":1731372420,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0047 GMT - Xero's first-half result announcement could help settle a dispute between the cloud-accounting software provider's bulls and bears, Morgan Stanley analysts write in a note. 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They think that investor focus will fall on the Australia-listed company's full-year cost ratio guidance, which currently sits at 73%. The MS analysts explain that bulls think that this is conservative for a company lifting prices and growing subscriber numbers, while bears see costs rising from increased U.S. marketing. MS is overweight on the stock but the analysts reckon there is a strong chance of share-price volatility from this week's 1H announcement. MS has an A$170.00 target price on the stock, which is up 0.2% at A$159.96. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 11, 2024 19:47 ET (00:47 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}