Sterling's board Chair Mike Grebe and CEO Josh Peirez show excitement over finance leader Narula's appointment. Narula is optimistic about revenue growth and margin expansion at Sterling due to its robust identity verification solutions and leading cloud-based technology platform.
Investors seem to be disregarding Sterling Check's muted growth expectations, exposing themselves to potential future disappointment if P/S falls to align with the growth outlook. With the company's stagnant revenue growth estimates, there's a risk of falling share price and a decreasing P/S ratio.
While high levels of insider ownership can be seen as aligning the interests of management with shareholders, the fact that Sterling Check insiders have been selling their shares is not seen as a positive sign.
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コラムTop upgrades and downgrades on 4/11
• $チャンピオンX・コーポレーション(CHX.US)$: Piper Sandler Upgrades to Overweight From Neutral - PT $30 (from $28)
• $CatchMark Timber Trust Inc(CTT.US)$: Baird Upgrades to Outperform from Neutral - PT $10 (from $9)
• $EPAMシステムズ(EPAM.US)$: Wolfe Research Upgrades to Outperform from Peerperform - PT $390 (from $550)
• $エッセント・グループ(ESNT.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $47 (from $54)
• $ジェットブルー・エアウェイズ(JBLU.US)$: MKM Partners Upgrades to Neutral from Sell...
コラム13F Tracking | Goldman Sachs
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