Pgiam/iStock via Getty Images Introduction Perion Network's (NASDAQ:PERI) financial performance is impressive since the company's revenue growth multiple times outpaced the overall digital advertising market expansion in recent years. PERI's profitability is also expanding rapidly, and the company has a clean balance sheet. Perion is an innovative tech company, and its business model looks highly efficient. From the risks perspective, potential investors should be aware that Perion faces a substantial custo ...

股票表现 - Perion Network (PERI) 是 Zacks.com 访问者最近关注的股票之一，可能值得回顾一些可能影响该股票近期表现的因素[1] - Perion Network 所属的数字媒体公司股票在过去一个月中表现为 -2.7%，而 Zacks S&P 500 综合指数为 +2.5%。Zacks互联网-内容行业在此期间上涨了1.2%。关键问题是：该股票未来可能走向何方[2] 盈利预测 - Zacks 更注重评估公司盈利预测的变化，因为他们认为公司股票的公允价值取决于未来盈利的现值[3] - 卖方分析师如何调整盈利预测以反映最新业务趋势的影响，这对股票的公允价值有重要影响。如果公司的盈利预测上升，股票的公允价值也会上升。这就是为什么实证研究显示盈利预测修订趋势与近期股价走势之间存在强烈相关性[4]

公司背景 - Perion Network (NASDAQ:PERI) 是一家全球技术公司，主要在数字营销行业运营，为企业提供广告和营销解决方案，帮助它们更有效地在在线空间中接触目标受众[2] 营收构成 - PERI 的营收主要来自展示广告和搜索广告，其中展示广告占总收入的56%，而搜索广告占其余部分[2] 市场趋势 - 北美搜索广告和展示广告市场从2019年至2022年以18%的复合年增长率增长至近1750亿美元，预计到2025年将达到约2320亿美元[3] 财务表现 - PERI 过去八个季度的营收均达到或超过共识预期，显示管理层对业务有很强的可见度[6] - PERI 过去八个季度的调整后每股收益均超过共识预期，2023年第三季度调整后每股收益同比增长39%至0.84美元[9] - 从2019年至2022年，PERI的营收以35%的复合年增长率增长，预计从2022年至2025年将以16%的复合年增长率扩大[12] - PERI 过去几年一直享有健康的盈利增长，预计调整后每股收益将以14%的复合年增长率增长至2025年[15] 估值分析 - PERI 目前的市盈率为9倍，比其五年平均水平低26%[21] - PERI 与同行业公司相比，市盈率折价约70%，尽管相对同行业增长较慢，但我们认为这种折价过度了[24] - 我们预计2025年PERI的调整后每股收益为3.84美元，应用12倍市盈率，与同行业相比折价近40%，得出46美元的目标价，相对当前股价有62%的上涨空间[26] 风险提示 - 如果市场条件恶化，可能会对PERI的2024年和2025年的业绩造成下行风险；此外，尽管广告技术领域庞大，但PERI与谷歌母公司Alphabet (GOOGL)和Meta Platforms (META)等世界知名科技公司竞争，可能会增加未来获得额外市场份额的难度[32] 投资建议 - 鉴于其巨大的潜在市场、盈利和增长的平衡以及当前具有吸引力的估值水平，我们认为Perion Network是当今市场中一个不错的买入机会，给予其买入评级和46美元的目标价，相对当前股价有60%以上的上涨空间[33]

The most recent trading session ended with Perion Network (PERI) standing at $28.22, reflecting a -1.6% shift from the previouse trading day's closing. The stock's change was less than the S&P 500's daily loss of 0.56%. At the same time, the Dow lost 0.25%, and the tech-heavy Nasdaq lost 0.59%. Prior to today's trading, shares of the digital media company had lost 6.82% over the past month. This has lagged the Computer and Technology sector's gain of 1.27% and the S&P 500's gain of 1.2% in that time. Invest ...

Vidazoo视频变现平台与Amazon Publisher Services集成 - Perion Network Ltd.宣布将其Vidazoo视频变现平台与Amazon Publisher Services集成[1] - Vidazoo平台与APS连接的发布商可以轻松集成和合作[2] - Perion的CEO Tal Jacobson表示，与Amazon Publisher Services的合作将使公司能够与行业领先的发布商合作，连接他们与优质广告商[3]

Perion Network (PERI) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this digital media company have returned -10.9%, compared to the Zacks S&P 500 composite's +3.5% change. During this period, the Zacks Internet - Content industry, which Perion Network falls in, has gained 0.3%. The key question now is: What could be the stock's future direction ...

Perion Network (PERI) closed at $28.41 in the latest trading session, marking a -1.97% move from the prior day. This change lagged the S&P 500's daily gain of 0.57%. Elsewhere, the Dow gained 0.46%, while the tech- heavy Nasdaq added 0.75%. Coming into today, shares of the digital media company had lost 2.56% in the past month. In that same time, the Computer and Technology sector gained 1.51%, while the S&P 500 gained 3.4%. Investors will be eagerly watching for the performance of Perion Network in its upc ...

The latest trading session saw Perion Network (PERI) ending at $29.14, denoting a -1.25% adjustment from its last day's close. This change lagged the S&P 500's 0.34% loss on the day. On the other hand, the Dow registered a gain of 0.03%, and the technology-centric Nasdaq decreased by 0.56%. Heading into today, shares of the digital media company had gained 7.66% over the past month, outpacing the Computer and Technology sector's gain of 1.27% and the S&P 500's gain of 2.56% in that time. The investment comm ...

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--Perion Network Ltd. (NASDAQ and TASE: PERI), connecting advertisers with consumers through technology across all major digital channels, announces today that it will participate in the 26th Annual Needham Growth Conference on January 18 in New York. During the conference, management will host one-on-one meetings with investors. To schedule a meeting with the Company, please contact your representative at Needham. The company will also participate in a fireside c ...

财务表现 - Perion在2023年全年实现了16%的营收增长，18%的GAAP净收入增长和28%的调整后EBITDA增长[1] - Perion的零售媒体收入在2023年全年增长了114%，达到4970万美元，占显示广告收入的12%[5] - 在2023年第四季度，Perion的搜索广告收入同比增长33%，达到1.144亿美元[6] - Perion的调整后EBITDA在2023年第四季度达到5390万美元，占收入的23%[12] - 公司2023年全年总收入为743.15亿美元，较2022年增长16.0%[31] - 公司2023年全年净利润为117.41亿美元，较2022年增长18.4%[31] - 公司2023年全年调整后EBITDA为169.12亿美元，较2022年增长27.7%[34] - 公司2023年全年非GAAP净利润为167.40亿美元，较2022年增长39.7%[35] - 公司2023年全年非GAAP摊薄每股收益为3.33美元，较2022年增长34.4%[35] 投资计划 - Perion预计在2024年将增加对技术和创新的投资，以实现强劲的双位数营收和调整后EBITDA增长[6] 现金流和资产 - Perion的现金流量运营在2023年第四季度增长了32%，达到5020万美元[13] - Perion截至2023年12月31日的现金及现金等价物、短期银行存款和有价证券总额为4.727亿美元[14] - 公司在2023年第四季度实现了中国市场iPhone销售创收入纪录为967.7亿美元[110]