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.
タイラー・テクノロジーズに関するコメント
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...
2. $モンスター・ビバレッジ (MNST.US)$ : +59,299%
3. $エヌビディア (NVDA.US)$ : +28,712%
4. $インテュイティブ・マシーンズ (LUNR.US)$: +18,221%
5. $ブッキング・ ホールディングス (BKNG.US)$ : +16,299%
6. $ネットフリックス (NFLX.US)$ : +13,442%
7. $オールド・ドミニオン・フレイト・ラインズ (ODFL.US)$ : +9,403%
8. $SBAコミュニケーションズ (SBAC.US)$ : +7,356%
9. $コパート (CPRT.US)$ : +6,592%
10. $リジェネロン・ファーマシューティカルズ (REGN.US)$ : +6,296%
11. $アマゾン･ドットコム (AMZN.US)$ ...
Media / Entertainment || $ネットフリックス (NFLX.US)$ / $ライブ・ネーション・エンターテインメント (LYV.US)$ / $リバティ・メディア・コーポレーションC・リバティ・フォームラ・ワン (FWONK.US)$ / $TKO・グループ・ホールディングス (TKO.US)$
Internet || $メタ・プラットフォームズ (META.US)$ / $アルファベット クラスA (GOOGL.US)$ / $ピンタレスト クラスA (PINS.US)$ / $ブッキング・ ホールディングス (BKNG.US)$ / $アマゾン･ドットコム (AMZN.US)$ / $メルカドリブレ (MELI.US)$ / $メイクマイトリップ (MMYT.US)$ / ...
まだコメントはありません