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Yahoo
04-07-2025
- Business
- Yahoo
Unpacking Q1 Earnings: DoubleVerify (NYSE:DV) In The Context Of Other Advertising Software Stocks
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at DoubleVerify (NYSE:DV) and the best and worst performers in the advertising software industry. The digital advertising market is large, growing, and becoming more diverse, both in terms of audiences and media. As a result, there is a growing need for software that enables advertisers to use data to automate and optimize ad placements. The 7 advertising software stocks we track reported a strong Q1. As a group, revenues beat analysts' consensus estimates by 4.8% while next quarter's revenue guidance was 1.4% below. Luckily, advertising software stocks have performed well with share prices up 14.1% on average since the latest earnings results. When Oren Netzer saw a digital ad for US-based Target while sitting in his Tel Aviv apartment, he knew there was an unsolved problem, so he started DoubleVerify (NYSE:DV), a provider of advertising solutions to businesses that helps with ad verification, fraud prevention, and brand safety. DoubleVerify reported revenues of $165.1 million, up 17.2% year on year. This print exceeded analysts' expectations by 7.8%. Overall, it was a strong quarter for the company with an impressive beat of analysts' EBITDA estimates and EBITDA guidance for next quarter slightly topping analysts' expectations. 'DoubleVerify is off to a strong start in 2025, with first-quarter revenue and adjusted EBITDA meaningfully ahead of expectations,' said Mark Zagorski, CEO of DoubleVerify. DoubleVerify pulled off the biggest analyst estimates beat of the whole group. Unsurprisingly, the stock is up 9.3% since reporting and currently trades at $15.41. Is now the time to buy DoubleVerify? Access our full analysis of the earnings results here, it's free. Founded by former Microsoft engineers Jeff Green and Dave Pickles, The Trade Desk (NASDAQ:TTD) offers cloud-based software that uses data to help advertisers better plan, place, and target their online ads. The Trade Desk reported revenues of $616 million, up 25.4% year on year, outperforming analysts' expectations by 7%. The business had a very strong quarter with an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' billings estimates. The market seems happy with the results as the stock is up 23.7% since reporting. It currently trades at $74.23. Is now the time to buy The Trade Desk? Access our full analysis of the earnings results here, it's free. Started in 2011 as a spin-out of RapLeaf, LiveRamp (NYSE:RAMP) is a software-as-a-service provider that helps companies better target their marketing by merging offline and online data about their customers. LiveRamp reported revenues of $188.7 million, up 9.8% year on year, exceeding analysts' expectations by 1.3%. Still, it was a mixed quarter as it posted full-year guidance of slowing revenue growth. LiveRamp delivered the weakest performance against analyst estimates in the group. The company added 3 enterprise customers paying more than $1 million annually to reach a total of 128. Interestingly, the stock is up 19.5% since the results and currently trades at $33.55. Read our full analysis of LiveRamp's results here. Founded in 2009, Integral Ad Science (NASDAQ:IAS) provides digital advertising verification and optimization solutions, ensuring that ads are viewable by real people in brand-safe environments across various platforms and devices. Integral Ad Science reported revenues of $134.1 million, up 17.1% year on year. This print topped analysts' expectations by 3.2%. Zooming out, it was a mixed quarter as it also produced an impressive beat of analysts' EBITDA estimates but EBITDA guidance for next quarter missing analysts' expectations significantly. Integral Ad Science had the weakest full-year guidance update among its peers. The stock is up 4.5% since reporting and currently trades at $8.53. Read our full, actionable report on Integral Ad Science here, it's free. Co-founded by Adam Foroughi, who was frustrated with not being able to find a good solution to market his own dating app, AppLovin (NASDAQ:APP) is both a mobile game studio and provider of marketing and monetization tools for mobile app developers. AppLovin reported revenues of $1.48 billion, up 40.3% year on year. This number beat analysts' expectations by 7.3%. It was a very strong quarter as it also recorded EBITDA guidance for next quarter exceeding analysts' expectations. AppLovin achieved the fastest revenue growth among its peers. The stock is up 12.1% since reporting and currently trades at $340.40. Read our full, actionable report on AppLovin here, it's free. As a result of the Fed's rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed's 2% goal as of late, which is good news. The higher rates that fought inflation also didn't slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump's victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025. Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
Yahoo
03-06-2025
- Business
- Yahoo
1 Stock Under $50 with Exciting Potential and 2 to Question
The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they're not immune to volatility as many lack the scale advantages of their larger peers. These dynamics can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you separate the good companies from the bad. Keeping that in mind, here is one stock under $50 with huge potential and two best left ignored. Share Price: $34.14 Best known for its Atkins brand that was inspired by the popular diet of the same name, Simply Good Foods (NASDAQ:SMPL) is a packaged food company whose offerings help customers achieve their healthy eating or weight loss goals. Why Are We Wary of SMPL? Modest revenue base of $1.41 billion gives it less fixed cost leverage and fewer distribution channels than larger companies Free cash flow margin shrank by 3.1 percentage points over the last year, suggesting the company is consuming more capital to stay competitive ROIC of 8% reflects management's challenges in identifying attractive investment opportunities Simply Good Foods is trading at $34.14 per share, or 17.1x forward P/E. To fully understand why you should be careful with SMPL, check out our full research report (it's free). Share Price: $37.86 Famous for its viral Las Vegas Sphere venue, Sphere Entertainment (NYSE:SPHR) hosts live entertainment events and distributes content across various media platforms. Why Do We Steer Clear of SPHR? Muted 2.4% annual revenue growth over the last five years shows its demand lagged behind its consumer discretionary peers Negative free cash flow raises questions about the return timeline for its investments Depletion of cash reserves could lead to a fundraising event that triggers shareholder dilution At $37.86 per share, Sphere Entertainment trades at 7.5x forward EV-to-EBITDA. If you're considering SPHR for your portfolio, see our FREE research report to learn more. Share Price: $13.58 When Oren Netzer saw a digital ad for US-based Target while sitting in his Tel Aviv apartment, he knew there was an unsolved problem, so he started DoubleVerify (NYSE:DV), a provider of advertising solutions to businesses that helps with ad verification, fraud prevention, and brand safety. Why Do We Like DV? Software is difficult to replicate at scale and leads to a premier gross margin of 82.3% User-friendly software enables clients to ramp up spending quickly, leading to the speedy recovery of customer acquisition costs Excellent operating margin of 12.1% highlights the efficiency of its business model DoubleVerify's stock price of $13.58 implies a valuation ratio of 3.1x forward price-to-sales. Is now a good time to buy? See for yourself in our in-depth research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
30-05-2025
- Business
- Yahoo
2 Software Stocks for Long-Term Investors and 1 to Keep Off Your Radar
From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on the returns lately as the industry has pulled back by 10.2% over the past six months. This drawdown was worse than the S&P 500's 2.2% decline. A cautious approach is imperative when dabbling in these businesses as the best will deliver robust earnings growth while the rest will be disrupted by competition and AI. With that said, here are two software stocks boasting durable advantages and one we're passing on. Market Cap: $574.2 million Founded in 2006 as an online ad platform helping ad sellers, Pubmatic (NASDAQ: PUBM) is a fully integrated cloud-based programmatic advertising platform. Why Should You Dump PUBM? Muted 6.6% annual revenue growth over the last three years shows its demand lagged behind its software peers Estimated sales growth of 4.3% for the next 12 months implies demand will slow from its three-year trend Gross margin of 64.9% is below its competitors, leaving less money to invest in areas like marketing and R&D At $11.84 per share, PubMatic trades at 1.9x forward price-to-sales. Dive into our free research report to see why there are better opportunities than PUBM. Market Cap: $7.86 billion Started in 2014 by the team of engineers at LinkedIn who originally built it as an internal tool, Confluent (NASDAQ:CFLT) provides infrastructure software for organizations that makes it easy and fast to collect and move large amounts of data between different systems. Why Does CFLT Stand Out? Billings growth has averaged 27.9% over the last year, indicating a healthy pipeline of new contracts that should drive future revenue increases Sales outlook for the upcoming 12 months implies the business will stay on its desirable three-year growth trajectory Free cash flow margin is on track to jump by 5.2 percentage points next year, meaning the company will have more resources to pursue growth initiatives, repurchase shares, or pay dividends Confluent is trading at $23 per share, or 6.5x forward price-to-sales. Is now the right time to buy? Find out in our full research report, it's free. Market Cap: $2.18 billion When Oren Netzer saw a digital ad for US-based Target while sitting in his Tel Aviv apartment, he knew there was an unsolved problem, so he started DoubleVerify (NYSE:DV), a provider of advertising solutions to businesses that helps with ad verification, fraud prevention, and brand safety. Why Are We Fans of DV? Superior software functionality and low servicing costs are reflected in its premier gross margin of 82.3% Fast payback periods on sales and marketing expenses allow the company to invest heavily and onboard many customers concurrently Disciplined cost controls and effective management resulted in a strong trailing 12-month operating margin of 12.1% DoubleVerify's stock price of $13.35 implies a valuation ratio of 3.1x forward price-to-sales. Is now the time to initiate a position? See for yourself in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-04-2025
- Business
- Yahoo
1 Profitable Stock on Our Watchlist and 2 to Be Wary Of
A company with profits isn't always a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential. Profits are valuable, but they're not everything. At StockStory, we help you identify the companies that have real staying power. That said, here is one profitable company that leverages its financial strength to beat the competition and two best left off your watchlist. Trailing 12-Month GAAP Operating Margin: 13.8% Result of a merger of Alpha Industries and the wireless communications division of Conexant, Skyworks Solutions (NASDAQ: SWKS) is a designer and manufacturer of chips used in smartphones, autos, and industrial applications to amplify, filter, and process wireless signals. Why Are We Out on SWKS? Customers postponed purchases of its products and services this cycle as its revenue declined by 12.7% annually over the last two years Sales are expected to decline once again over the next 12 months as it continues working through a challenging demand environment Day-to-day expenses have swelled relative to revenue over the last five years as its operating margin fell by 16 percentage points Skyworks Solutions is trading at $61.85 per share, or 11.4x forward price-to-earnings. Read our free research report to see why you should think twice about including SWKS in your portfolio, it's free. Trailing 12-Month GAAP Operating Margin: 17.5% Credited with the creation of toys such as Mr. Potato Head and the Rubik's Cube, Hasbro (NASDAQ:HAS) is a global entertainment company offering a diverse range of toys, games, and multimedia experiences for children and families. Why Do We Pass on HAS? Annual revenue declines of 3.5% over the last five years indicate problems with its market positioning Persistent operating losses suggest the business manages its expenses poorly Eroding returns on capital from an already low base indicate that management's recent investments are destroying value Hasbro's stock price of $60.77 implies a valuation ratio of 14.6x forward price-to-earnings. If you're considering HAS for your portfolio, see our FREE research report to learn more. Trailing 12-Month GAAP Operating Margin: 12.5% When Oren Netzer saw a digital ad for US-based Target while sitting in his Tel Aviv apartment, he knew there was an unsolved problem, so he started DoubleVerify (NYSE:DV), a provider of advertising solutions to businesses that helps with ad verification, fraud prevention, and brand safety. Why Are We Positive On DV? Net revenue retention rate of 119% demonstrates its ability to expand within existing accounts through upsells and cross-sells Fast payback periods on sales and marketing expenses allow the company to invest heavily and onboard many customers concurrently Disciplined cost controls and effective management resulted in a strong trailing 12-month operating margin of 12.5% At $13.11 per share, DoubleVerify trades at 3.2x forward price-to-sales. Is now the time to initiate a position? See for yourself in our comprehensive research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Comfort Systems (+751% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
23-04-2025
- Automotive
- Yahoo
1 of Wall Street's Favorite Stock with Solid Fundamentals and 2 to Be Wary Of
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it's worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover. Unlike the investment banks, we created StockStory to provide independent analysis that helps you determine which companies are truly worth following. That said, here is one stock where Wall Street's excitement appears well-founded and two where analysts may be overlooking some important risks. Consensus Price Target: $296 (30.9% implied return) Short for 'Water Displacement perfected on the 40th try', WD-40 (NASDAQ:WDFC) is a renowned American consumer goods company known for its iconic and versatile spray, WD-40 Multi-Use Product. Why Does WDFC Worry Us? Annual revenue growth of 5.7% over the last three years was below our standards for the consumer staples sector Smaller revenue base of $610.6 million means it hasn't achieved the economies of scale that some industry juggernauts enjoy 10 percentage point decline in its free cash flow margin over the last year reflects the company's increased investments to defend its market position WD-40's stock price of $226.16 implies a valuation ratio of 39.1x forward price-to-earnings. To fully understand why you should be careful with WDFC, check out our full research report (it's free). Consensus Price Target: $9.34 (32.6% implied return) Formerly known as Hotshine Holdings, Mister Car Wash (NYSE:MCW) offers car washes across the United States through its conveyorized service. Why Do We Think MCW Will Underperform? Poor same-store sales performance over the past two years indicates it's having trouble bringing new shoppers into its stores Waning returns on capital imply its previous profit engines are losing steam Depletion of cash reserves could lead to a fundraising event that triggers shareholder dilution At $7.19 per share, Mister Car Wash trades at 17.6x forward price-to-earnings. If you're considering MCW for your portfolio, see our FREE research report to learn more. Consensus Price Target: $22.95 (48.1% implied return) When Oren Netzer saw a digital ad for US-based Target while sitting in his Tel Aviv apartment, he knew there was an unsolved problem, so he started DoubleVerify (NYSE:DV), a provider of advertising solutions to businesses that helps with ad verification, fraud prevention, and brand safety. Why Are We Fans of DV? Customers use its software daily and increase their spending every year, as seen in its 119% net revenue retention rate Well-designed software integrates seamlessly with other workflows, enabling swift payback periods on marketing expenses and customer growth at scale Excellent operating margin of 12.5% highlights the efficiency of its business model DoubleVerify is trading at $12.92 per share, or 3x forward price-to-sales. Is now a good time to buy? Find out in our full research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like United Rentals (+322% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
