Morning mooers! It is Thursday, April 25th, the market is open and chugging away but dragged down by earnings expectations of the Magnificent Seven. My name is Kevin travers, and here are the morning moovers today: MOOVERS $Meta Platformsfell 13% after the firms earnings beat expectations, climbing 27% year over year, but it's full year revenue outlook came in about $1B lower than expected, at $37B. It ripped down the S&P 500. $Tyler Technologies, a local gov...
Investors' expectations of a significant improvement in Tyler Technologies' revenue performance may explain its high P/S ratio. However, the company's lower-than-industry forecasted revenue growth suggests this high ratio may not be sustainable, posing a risk to shareholders and potential investors.
Insider sales at Tyler Technologies suggest shares may be fully valued. High insider ownership indicates management's incentives align with shareholders. Lack of insider buying over the past year could be concerning.
Analysts predict Tyler Technologies' revenue growth to slow down to 8.5% annually until 2024, a significant drop from the historical 17% p.a. growth. This is also slower than the 12% annual growth expected for other industry companies.
Baird analysts predict a resurgence in software and SaaS sector spending, improved sales and marketing expenditure, and a revival of strategic M&A. They are notably bullish on Freshworks Inc., Sprout Social Inc., and Tyler Technologies Inc.
Tyler Technologies' high P/S ratio indicates market anticipation of significant revenue recovery, but given its below-industry projected growth, this high valuation could be unsustainable. Some analysts show less confidence in the company's business prospects.
Insiders' recent sale of stock with no buy activity over the year hints at possible concerns about the company's valuation. High insider ownership typically aligns with shareholders' interests, but share sales patterns could discourage potential investors.
Concerns arise from Tyler Technologies' low ROE, lack of dividends, and slower growth rate. It's unclear if high reinvestment rates will benefit future growth.
gab3x : 無論我們是否喜歡它,機器人士都絕對將是我們生活中的下一件事。
就像 AI 將繼續發展一樣。因此,如果特斯拉參與,它肯定會從中受益。
順便說一句,喜歡這個簡短但精確的整體投資世界的簡報。
易於理解。
Kevin Travers樓主 : 謝謝!我盡量盡可能快速準確
RDK79 : 一定忘了經濟和收入很不錯。從什麼回頭?有點誤導性的問題
74087240 RDK79: 與市場無關。忽略
Kevin Travers樓主 RDK79: 我在東部上午 11 點問了這個問題,meta 和 goog 在東部下午 4 點出來,你在早上 2 點回答