Consumer subscription stocks face pressure from inflation, despite mixed results. Notable changes include Match Group down 5.8%, Duolingo up 16.6%, Chegg down 20.1%, Netflix up 28.1%, and Coursera down 27.3%.
Elliott Management expressed satisfaction with the addition of Jones and Rascoff to the board, believing their unique skills will support the company's next growth phase. The company's shares rose 1% in premarket trading following the announcement.
Match Group's trading at a market-like P/E despite lower growth forecast may disappoint shareholders if P/E aligns with growth outlook. Predicted earnings may not support positive sentiment, risking investments and potential investors paying unnecessary premium.
Discretionary spending is expected to pop this week amid Valentines Day, while credit card debt is already at a record high. It's no surprises that Visa$Visa(V.US)$. MasterCard$万事达(MA.US)$and American Express$美国运通(AXP.US)$shares are trading at record highs with the trio more profitable than Tesla$特斯拉(TSLA.US)$. Credit and debit cards are just one of the three groups of st...
Bernard Kim, Match Group CEO, expressed confidence in Iosotaluno's understanding of the dating category and her leadership capabilities, anticipating that her appointment will usher in a new chapter of growth and innovation for Tinder.
Despite market negativity on Match Group's subscriber decline, its dominant brands and scale could boost customer numbers and monetize assets. Elliott Investment Management's significant stake could bring changes. The company's turnaround strategy shows promise.
Morning Movers Gapping up $CrowdStrike(CRWD.US)$Shares of the cybersecurity company rose 2% after Morgan Stanley upgraded CrowdStrike to overweight from equal weight. The investment bank said CrowdStrike was seeing improving demand and has a promising artificial intelligence platform. The move comes after CrowdStrike's stock rose more than 5% on Monday. $Match group(MTCH.US)$The Tinder owner climbed nearly 16% after a report...
Elliott Investment Management's stake in Match Group may spur a company turnaround. Tinder's user decline and Hinge's growth could be strategic discussion points.
News Highlights $Tesla(TSLA.US)$shares fell by 1.86%, closing at $248.48. Its options trading volume is 2.6 million. Call contracts account for 56.6% of the whole trading volume. $Marathon Digital(MARA.US)$shares tumbled 16.44%, closing at $23.49. Its options trading volume is 1.1 million. Call contracts account for 58.9% of the whole trading volume. The losses come after the comp...
Match group股票讨论区
2020年上市,主要做约会业务,46%的市场在美国,当前价格35.56。
上市以来营收持续增长,平均增速13.2%,其中2023年增长5.5%,营业利润也持续增长,平均增速10.6%,净利润在2020,2021和2022年分别受停止经营亏损、其他非经营费用、资本性资产减值严重影响,2023年才基本恢复正常,平均增速3.5%。2023年利息费用占营业利润的16.6%,利息负担较重。毛利率上市以来从73.4%下滑到71.6%,净资产收益率从14.2%提升到21.5%。
上市以来资产负债率从146%下滑到100.4%。 商誉在2021年大幅增长,说明有收购行为,后续的各种减值可能都是前期大胆收购的后果,目前商誉仍有26.5亿,后续可能持续会有减值压力。
目前市盈率15.7,虽然和营业利润增速比有较大折扣,但是考虑到减值压力依然存在,估值吸引力不大。
Valentines day: 3 groups of stocks to watch + 3 ways to make money while you live, spend & sleep
专栏Today's Morning Movers and Top Ratings: NFLX, CRWD, PYPL, JPM and More
Gapping up
$CrowdStrike(CRWD.US)$ Shares of the cybersecurity company rose 2% after Morgan Stanley upgraded CrowdStrike to overweight from equal weight. The investment bank said CrowdStrike was seeing improving demand and has a promising artificial intelligence platform. The move comes after CrowdStrike's stock rose more than 5% on Monday.
$Match group(MTCH.US)$ The Tinder owner climbed nearly 16% after a report...
专栏Options Market Statistics: Marathon Stock Fell as Investors Secured Profits on Last Trading Day of 2023, Options Pop
$Tesla(TSLA.US)$ shares fell by 1.86%, closing at $248.48. Its options trading volume is 2.6 million. Call contracts account for 56.6% of the whole trading volume.
$Marathon Digital(MARA.US)$shares tumbled 16.44%, closing at $23.49. Its options trading volume is 1.1 million. Call contracts account for 58.9% of the whole trading volume.
The losses come after the comp...
暂无评论