Similarweb股票讨论区

$Similarweb (SMWB.US)$
超买，超值
建议以更低价格观望，或持有30天

$Similarweb (SMWB.US)$
Similarweb宣布收购42matters，加强在应用分析领域的领导地位
Similarweb（纽交所：SMWB）宣布收购位于苏黎世的应用分析提供商42matters。此次收购旨在增强Similarweb在应用分析市场的能力，该市场预计到2028年将达到157亿美元，年复合增长率为20.2%。
42matters的解决方案涵盖应用商店数据、应用程序参与度数据和移动SDK数据，增强了Similarweb的应用程序...

Similarweb的P/S比率与行业板块的同行一致，表明股东对其业绩感到满意。匹配的营业收入增长数据表明股东对未来营收表现的信恳智能。

市场预计未来营业收入下降，因此压制了P/S。投资者预见增长有限，为股票支付较少。公司令人失望的营业收入展望造成了低P/S。需要一次转运才能获得更高的P/S。

升级
• $Marqeta (MQ.US)$ 摩根史坦利从中立调升至买入 - 目标价 $15
• $西北天然气 (NWN.US)$ 美银证券从卖出调升至中立 - 目标价 $53 (由 $51 调高)
• $奥的斯 (OTIS.US)$ 巴克莱银行升级为超重评级 - 目标价82美元（由80美元）
• $Snowflake (SNOW.US)$ 罗森布拉特将中立评级升级为买入 - 目标价255美元（由325美元）
Downgrades
• $伊顿 (ETN.US)$ 巴克莱银行从持有调降至买入...

$Similarweb (SMWB.US)$ 股票仍然没有任何动态。开多时间已经很长了...

$奈飞 (NFLX.US)$ ’s latest hit "Squid Game" has taken the streaming world by storm. Squid Game, released Sept. 17, has proven to be a major global hit, driving sign up growth in the last week of September, and into October on a two-year basis. Meanwhile, cancelations remain in steady decline,” according to $Similarweb (SMWB.US)$ ’s data report.
Internationally, Netflix is also seeing a strong uptick in engagement, and an easier lap vs the US. Much of the acceleration in engagement has come from the Asia Pacific region, though all markets have shown considerable strength in both usage and net sign ups in September-October. Our linear model, which is based on net sign ups, suggests modest acceleration in 3Q from 2Q that is generally in line with expectations, with strong momentum into 4Q