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Perion Network Ltd. (PERI)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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24.32+1.34 (+5.83%)
At close: 04:00PM EST
24.26 -0.06 (-0.25%)
After hours: 07:35PM EST
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  • s
    spacebee
    Don’t sell this or PUBM with the rest of cloud high fliers, they both make money, PERI has a mc under $1B and a 26 p/e. Growth + value.
    Bullish
  • C
    Cyrusis
    Perion have near guaranteed their investors that they will have a stellar Q4 performance and continued healthy and stable growth. Doron’s answer during the Q3 earnings call:

    Analyst:
    “Have you seen any ad budget pulling back because of these two items affecting the fourth-quarter outlook or early next year?”

    Doron:
    “… we did not see any cancellation, any decline vice versa. I think that they're adding more. And in some cases, in some products, we definitely see that the shopping season started earlier. So no slight decrease on on demand, not at all.

    … It's another thing. But I understand where you're coming from. And let us surprise you. (excellent high-confidence response)

    … Now we're able to leverage these assets that are on the supply side in order to drive business that is coming from the search demand that we have on the left side… it's a very nice, steady type of growth of business.”

    Their Black Friday results reaffirm. Industry exceeding delivery of ads on all channels.
    Bullish
  • M
    Maximus
    I refuse to panic sell. There is not any good logical reason for this stock to have dropped this much off of the $33 high. Yes, stocks go up and down and after a big run up, there are pull backs, but this is way oversold at this point.
  • D
    David
    Some perspective:

    Perion is killing it in a fast growing sector and unlike some companies priced for nirvana it has a valuation that’s well below that of its peers. Their 3Q numbers were outstanding, guidance is excellent and management consistently UPODs. 2022 is setting up to be a breakout year.

    Even with the recent decline (hitting the entire sector as well as the broader tech space), the share price is up 80% YTD and 200% over the last 12 months (it soared in Dec ‘20).

    I wouldn’t use the last 6 weeks of the year to make any judgements about where this company is going next year.

    https://www.cnbc.com/amp/2019/11/27/tax-loss-selling-season-could-take-bite-out-of-record-highs.html
    Oppenheimer Asset Management's John Stoltzfus expects stocks to act "funky" as 2020 approaches.
    Oppenheimer Asset Management's John Stoltzfus expects stocks to act "funky" as 2020 approaches.
    www.cnbc.com
  • e
    eric
    I added to my position yesterday. They had a fantastic quarter. I am a believer
  • J
    Jamie
    Fantastic Black Friday trends released by Perion, showing the company is not necessarily correlated to overall industry trends.
  • L
    Little E
    Speaking today at a conference are they not? Who’s going to buy a company that is down 25% in three days for no reason. Manipulation written all over this one. Harry boxer was pumping this this past weekend. Institutional friend saying it’s going much higher.. However he didn’t say when it was going to go higher so i guess it’s pretty much an open statement. Much higher after it’s shorted down 50%. Small details..
  • n
    nickeu
    The fat cats did it again... for almost a month they kept the stock between 28 and 32 back and forth... so many daily traders and regular long term investors, like myself, to get the bait thinking "what a deal at low 28s" ...then everything goes south. well, I am not selling but not following the bait neither
  • L
    Little E
    My God ! Who is selling and shorting this position in this market! Is the share price that inflated that shorts feel there’s still room for this to go down and no one else is willing to take a long position?? No buyers just shorts and sellers…I don’t get it. 
  • n
    nickeu
    This "meme" behavior creates disservice for the company, since in the future many investors won't hold on to their stocks once the share price goes up. On the other hand, peri management does nothing in order to increase the value... buybacks, why not dividends!
  • M
    Maximus
    This really is absolutely nuts. They have record blow out quarter and good guidance and now have just about given up all share price increase since earnings announcement. For a growing company with a great balance sheet and just had record earnings, something like this should not be happening. Makes you sick to your stomach the manipulation that must be going on, because the fundamentals do not support this kind of a drop.
  • T
    Troy
    Got a price target raise from Laura Martin at Needham...from $27 to $32. Avg pt now up to $37...with Needham the lowest.
  • T
    Troy
    Analyst upgrades coming soon. I expect avg target to move up from $36 to $45 minimally on the strength of acquisition and new 2022 guidance of nearly $600m gross revs. At $45 PERI would be valued at roughly 6.5x 2022 net sales…pretty reasonable given growth rate, valuation of peers, and acquisition winning streak!
  • M
    Mike
    I am very happy over the long term trend
    so far of PERI. However, once it hits a meaningful
    new high it seems to go wacky and gyrate all over the place
    when nothing has changed fundamentally. It did this wild
    act when it first hit around 20. I wonder why it acts that way.
    I am long and strong and haven't sold any of my 1700sh.
    Just noting this aberrant behavior.
  • G
    Gdog
    Hey Jamie,

    If I recall correctly, you follow daily short volume. If my recollection is accurate, where do you get your daily short volume information?

    The two sites from where I get my information gives me total daily volume that does not match the volume I see on my various trading platforms or here, so I wonder about its accuracy.

    Thanks in advance for your answer.

    Dawg
  • F
    FringDook
    adding in this range
  • J
    Jamie
    Another day of predatory trading. I still think the writers of this Friday's calls are intent on keeping the price below 31, would be nice to see them get blown out of the water so they stop doing this but there's a lot of them out there.
  • L
    Little E
    Today will for sure be an interesting day. Up Pre-market once again.. speaking at a conference.. let’s see what games will be played this afternoon. Will the morning gain hold and grow?? Or will it stairstep all day long down as it has been.
  • L
    Little E
    Down 25%in three days. What a joke
  • D
    David
    They are covering 3 different platforms of advertising and doing well and digital ads are where it’s at. I regret of course not buying trade desk when I was researching below $100 because they had all platforms of ads covered. Peri seems to be on the same path. When I was young there was a quote EARLY TO BED EARLY TO RISE BE WISE AND ADVERTISE so I say buy PERI $100 2023!!!
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