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AcuityAds Holdings Inc. (AT.TO)

Toronto - Toronto Real Time Price. Currency in CAD
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4.7800-0.2000 (-4.02%)
At close: 4:00PM EST
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  • A
    Alexander
    TD Investment Conclusion:

    The pipeline of new customers for illumin continues to grow, so we hope that our new forecasts can be exceeded as we move through 2022. One could also argue that the stock is looking inexpensive on future EBITDA (now at 9.6x our revised 2023E EBITDA estimate), or even on a P/E basis if one adjusts for $100 million (~$1.57 per share) in cash. Unfortunately, with such a volatile history for the share price, and with investors concerned about some headwinds for the programmatic advertising industry (supply chain constraints reducing demand for conversion-type media spending, and disruptions from the conversion to new digital identification methods such as cookies and Apple IDs), we believe the market will likely view Acuity as a "show-me" story until there is hard evidence of accelerating revenue growth.

    Management does not expect to see this momentum in Q4/21 (it is taking longer than expected to move large ad buyers through the sales cycle and trial phase for illumin), and we believe investors might have to wait until Q2 or even Q3 of 2022 to see a break-out revenue quarter. We are downgrading to HOLD from Buy.
  • J
    Joseph
    Happy Thanksgiving Acuityads! I am thankful for the depression you give me. The gift that keeps coming.
  • E
    Eric
    Bruh you shorts confuse me. Investing isnt about 1yr or 2 quarters or whatever its about the big picture. The big picture is the company is growing and its profitable. It can pay off its debt with cash reserves still strong which mean low risk of it going under. This could literally drop to $2 and youd still be fine to invest more. I dont believe it will stay at 5% growth, I think it will get stronger in 2022. Most people who bailed were ppl who wanted a get rich quick scheme. Probably saw the expectations on wallet investor of it tripling in stock value lol.
  • N
    Nisa
    Sad that I sold my nio and Apple shares to buy this
  • V
    VZ
    Its ok everyone don't panic 180k volume, -4% = institutions are loading big time LMAO
  • R
    Roger
    RSI about to come back above 30.... watch $3.83 on Nasdaq. If we break that we could finally get more of a sustained rally.
    Bullish
  • A
    A
    I feel This company no serious issue , but
    1 .executive team seems are not loved by retail investors and institutions
    2 . the growth rate and future is not clear or bright .

    in terms of financial foundation , is much better than TTD , the most hot ad tech stock .

    I think when a stock in down channel , it is always over-sold ,
    and if in up channel , it is always over bought ,

    so I think at.to is super over sold,
    and TTD( 10-15 X over bought , should be 10-12 usd now) , , amzn ( 20X over bought ) , tsla( 30x over bought) , are all over bought ,

    at.to are over-sold too much , should be 10-11 cad now ,
  • A
    A
    real.to board is buying back 6 millions of its 76 millions shares, then cancel the 6 million shares , this will let all holder's share go up about 10% ,
    so this will boost up the stock price,
  • N
    Nisa
    Every week this company has a run to 5$ then drops 5% then next day *sigh*
    Bullish
  • C
    Cdn_Wealth_Hacker
    Roger Dent (insider - Director) added 10,000 shares last week as a public market buy (at $4.94).

    He was formerly vice-chairman of one of Canada’s largest independent investment dealers and was managing director and deputy manager of research at CIBC World Markets. He has an MBA from the Harvard Graduate School of Business Administration and a B. Comm. from Queen’s University.

    I added at $4.94 also...
    Bullish
  • Y
    Yi
    Share price still up 400% from 2 years ago. Think about that, this is still one of the best performers on TSX over a 2 year period.
  • A
    Andre
    Well guys, I did my part. I've been watching as AT has struggled for months and the recent surge in institutions buying (data from Fintel) was the catalyst for me to finally dollar cost average again. Got my average down to $8.63 and buckling in for the long haul. It may not get back to $30+ CDN for a while, but surely the $10 range is within reason. GLTA!
  • H
    Huey
    to say its the same doom and gloom, well of course when a stock is down 80% and people have lost thousands , what should they be jumping with joy. If thats how you are then so be it. We have continually lost money and yes we are part to blame but this company as far as i am concerned is very responsible. This stock should never have been able to hit 32 dollars with the information they had. It wasnt even on nasdaq so how does it get so inflated ( the company is my guess) why did they sell off 40 plus million before it dropped from 14 to where it is now. These people know what is happening. Plus they have done nothing accept to try and hire people to sell there program. you have millions go out and secure business, buy business, acquire business. They have done nothing absolutely nothing
  • l
    leahy
    I heard about ATY the other day on (http://financialdeals.tech). It’s looking like an interesting play.
  • p
    paul
    can somebody explain to me why there is such bashing for a company that has beat estimates? curious what I am missing.
  • g
    guy
    I cant believe this comp is going under with all the money they have .I just dont understand why the comp is not releasing any info that could move this higher. If they dont start looking after there shareholders there wont be any left to worry about.I believe this has a chance but management has to start doing something
  • J
    John
    At this price, looking at growth and PE the stock is about properly priced. No growth last Q id Illumin was disruptive last Q would have 0.09$ eps. That and Tal hiring sales staff in Q4 suggests Illumin growth might be stagnating.....They could MISS 4thQ Earnings...Then this is going back to 2 with decreasing earnings.
  • R
    Roger
    Look around.... looks like I’m the only one left as a bull. Keep scaling in!!! Risk is so low at current prices it’s unreal!
    Bullish
  • J
    John
    Illumin needed to be disruptive...that means alot of growth between quarters...not annually. if growth is plodding along, like this, and they are hiring sales staff to try and bring people in...thus its a 4 dollar stock. They could miss on Q4. The current price is about right
  • M
    Mahyar
    the stock worth 34% Less compared to last year at same time....management of this company did a awful job
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