Core Viewpoint - Lesser-known AI stocks, such as Fiverr, may provide superior returns despite being overlooked by investors [2] Group 1: Company Overview - Fiverr connects freelancers with businesses needing services, positioning itself as a significant player in the gig economy [3] - The company has experienced a surge in demand for AI-related services, with searches for AI-agentic services increasing by 18,347% in the six months prior to May 2025 [4] Group 2: Financial Performance - Fiverr has become consistently profitable despite a decline in top-line growth, attributed to disciplined cost-cutting measures [7] - The company's trailing-12-month revenue stands at $427.4 million, indicating substantial growth potential even with a modest market capture [9] Group 3: Market Potential - The gig economy is expected to expand, providing Fiverr with opportunities for growth beyond AI services [8] - Fiverr operates in a $247 billion addressable market, suggesting significant room for revenue growth [8]

Core Insights - Fiverr International (FVRR) and Etsy (ETSY) are both creator-led digital marketplaces that connect independent entrepreneurs with global demand, focusing on digital services and handmade goods respectively [1][8] - The global AI platform market is projected to grow at a CAGR of over 39%, reaching approximately $94.3 billion by 2030, prompting both companies to integrate AI into their operations to enhance engagement and monetization [2] Fiverr (FVRR) Analysis - Fiverr operates a global freelance services marketplace, connecting businesses with independent professionals across various categories, including programming and digital marketing [3] - The demand for AI specialists is concentrated in Fiverr's Programming and Tech vertical, which accounts for about 20% of its business, driven by Dynamic Matching and Managed Services [4] - Dynamic Matching generates average order values of $2,200, with 15% of briefs exceeding $1,000, while Managed Services captures projects averaging $17,000 [5] - Despite ongoing restructuring efforts to build an AI-native organization, near-term momentum is constrained due to weak spending from small and medium-sized businesses, with expectations of flat or low single-digit revenue declines in Q4 [6] - The Zacks Consensus Estimate for Fiverr's 2025 EPS is $2.9, indicating a 21.85% year-over-year improvement [7] Etsy (ETSY) Analysis - Etsy connects buyers with independent sellers of handmade goods and vintage items, with activity concentrated in home décor and personalized gifts [8] - Etsy has implemented AI-powered personalization tools to enhance engagement, with mobile applications accounting for 46% of total gross merchandise sales [9] - However, Etsy's active buyer count declined by 5% year-over-year, and gross merchandise sales fell by 2.4%, indicating ongoing structural challenges [11][12] - The Zacks Consensus Estimate for Etsy's 2025 EPS is $1.31, reflecting a 44.26% year-over-year decline [12] Price Performance and Valuation - Over the past six months, Fiverr's shares have declined by 32%, while Etsy's shares have decreased by 5.2%, reflecting Fiverr's transition towards higher-value, AI-driven services [13] - Fiverr trades at a forward price-to-earnings ratio of 9.2x compared to Etsy's 21.8x, suggesting a valuation gap that may not be justified given Fiverr's growth in AI services [16] - Fiverr's structural exposure to high-growth AI services and upmarket momentum positions it favorably against Etsy, which faces buyer contraction and limited growth from AI initiatives [19]

Fiverr International (FVRR) closed the most recent trading day at $16.99, moving +1.8% from the previous trading session. This move outpaced the S&P 500's daily loss of 0.01%. Elsewhere, the Dow gained 0.03%, while the tech-heavy Nasdaq added 0.17%. The online marketplace for freelance services's shares have seen a decrease of 15.32% over the last month, not keeping up with the Retail-Wholesale sector's gain of 4.91% and the S&P 500's gain of 0.78%.Analysts and investors alike will be keeping a close eye on ...

Core Viewpoint - Fiverr International Ltd. is set to release its fourth quarter and full year financial results for the period ending December 31, 2025, on February 18, 2026, before market opening, followed by a conference call to discuss the results [1]. Group 1: Financial Results Announcement - The financial results will be announced before the market opens on February 18, 2026 [1]. - A conference call and webcast will take place at 8:30 a.m. ET on the same day to discuss the business and financial results [1]. - A press release and shareholder letter will be posted on Fiverr's investor relations website prior to the conference call [1]. Group 2: Company Overview - Fiverr's mission is to transform the way the world creates and works together, connecting top talent and technology with businesses globally [2]. - The platform offers services from expert freelancers across over 750 skilled categories, including software and AI development, digital marketing, and more [3]. - Fiverr aims to provide advanced talent and tools for digital services, helping businesses complete critical projects efficiently [2].

Key Takeaways FVRR expects 2025 revenues of $428-$436M, implying 9-11% growth with about a 21% adjusted EBITDA margin.FVRR's Dynamic Matching and Managed Services use AI to support complex, higher-value projects.The Zacks Consensus Estimate for FVRR's 2025 earnings is pegged at $2.9 per share, implying 21.85% growth.Fiverr International (FVRR) shares have declined 34.1% over the trailing 6 months, underperforming the Zacks Retail-Wholesale sector’s 5.3% return and the Zacks Internet – Commerce industry’s 2. ...

Core Insights - Fiverr has experienced a significant decline in annual active buyers, dropping from 4.2 million in September 2022 to 3.3 million in September 2025, reflecting a 21% decrease over three years [1][12] - The end of the COVID-19 pandemic has been a major factor in this decline, as companies have begun to bring workers back to physical offices, reducing the demand for freelance work [2][6] - Despite these challenges, Fiverr's marketplace is well-positioned to benefit from a permanent shift towards remote work, with remote workdays increasing from 7% pre-pandemic to approximately 28% by 2025 [11] Company Performance - Fiverr's annual spend per buyer has increased by 26% to $330, indicating that remaining buyers are more engaged [12] - The company maintains a high marketplace take rate of 27.6%, significantly above the industry average, contributing to a gross margin exceeding 80% [13] - Fiverr's balance sheet is strong, with $712.5 million in cash and marketable securities against $459.8 million in convertible debt, resulting in a net cash position of $252.7 million, which is nearly 44% of its market cap [14] Valuation and Investment Potential - Fiverr's stock is currently considered historically cheap, with a forward P/E ratio of 5.5 based on adjusted earnings per share and 13.5 using GAAP EPS [16] - The company is capable of generating over $100 million in annual operating cash flow, suggesting that its net cash could exceed its market cap by early 2029 [15] - The stock has lost 95% of its value since peaking in February 2021, making it an attractive investment opportunity at its current valuation [6][10]

Core Viewpoint - Fiverr International (FVRR) shares experienced a 5% increase, closing at $16.49, following notable trading volume, despite a 21.4% loss over the past four weeks [1] Group 1: Company Performance - The optimism surrounding Fiverr's stock is driven by accelerating AI-driven demand, strong growth in higher-value projects, expanding Dynamic Matching and Managed Services, increased spending per buyer, and robust Services revenue growth [2] - Fiverr is expected to report quarterly earnings of $0.76 per share, reflecting an 18.8% year-over-year increase, with revenues projected at $108.71 million, a 4.9% increase from the previous year [2] Group 2: Earnings Estimates and Stock Trends - Trends in earnings estimate revisions are strongly correlated with near-term stock price movements, indicating that earnings growth expectations can signal potential stock strength [3] - The consensus EPS estimate for Fiverr has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [4] Group 3: Industry Context - Fiverr operates within the Zacks Internet - Commerce industry, where CarGurus (CARG) also resides, having closed 1.5% higher at $34.16, but with a -13.5% return over the past month [4] - CarGurus' consensus EPS estimate has remained unchanged at $0.61, representing a 10.9% increase compared to the previous year, and currently holds a Zacks Rank of 4 (Sell) [5]

Core Insights - Fiverr International (FVRR) operates a digital marketplace connecting businesses with freelancers across over 750 service categories, traditionally serving small businesses seeking affordable digital services [1] Marketplace Performance - The core marketplace business is experiencing pressure as annual active buyers declined 11.7% year over year to 3.3 million as of September 30, with marketplace revenues falling 2% to $73.6 million in Q3 2025, indicating weakness in the traditional customer base [2] - Despite the decline in active buyers, annual spend per buyer increased 11.7% to $330, suggesting that Fiverr retains higher-value customers even as lower-intent buyers exit [3] Demand Shifts and Service Trends - The demand for commoditized tasks is decreasing as AI tools lower execution barriers, while complex projects in AI development and enterprise services are gaining traction [3] - Fiverr's Dynamic Matching and Managed Services are aligned with this shift, achieving GMV growth of 22% and 65% respectively, with average project sizes of $2,200 and $17,000 [3] Strategic Transition - Fiverr is transitioning from a high-volume marketplace to a more premium services platform, with near-term risks associated with buyer attrition potentially outpacing the adoption of upmarket offerings [4] - Long-term sustainability will depend on the ability to scale higher-value engagements quickly enough to stabilize revenues [4] Competitive Landscape - Fiverr's marketplace pressure reflects broader shifts in workforce platforms, with competitors like Upwork focusing on enterprise clients and longer-term engagements, providing them with greater protection from commoditization [5] - Adecco is transitioning towards digital talent solutions, overlapping with Fiverr's upmarket push, while Upwork continues to compete for higher-value digital work [5] Financial Performance and Valuation - Fiverr shares have declined 39.9% over the past six months, contrasting with the Zacks Internet - Commerce industry's return of 0.2% [6] - Fiverr is shifting towards complex, higher-value services, with rising average spend per buyer despite a smaller active buyer base [8] - The stock is trading at a forward 12-month price-to-sales ratio of 1.24X, compared to the broader Zacks industry's 2.15X, indicating it may be undervalued [9] - The Zacks Consensus Estimate for Fiverr's 2025 EPS is 76 cents, reflecting an 18.75% increase from the previous year [11]

Core Viewpoint - Fiverr International Ltd. (NYSE:FVRR) is viewed as a stock that should be held due to its stability, despite being considered highly commoditized in the current market [1]. Group 1: Company Overview - Fiverr operates a marketplace for freelancers and agencies to sell digital services, including web development, writing, and design [2]. - The company recently launched a new AI product, which was expected to significantly accelerate revenue growth [2]. Group 2: Investment Sentiment - Optimist Fund noted that Fiverr's recent results were satisfactory but did not meet expectations, leading to a reduction of its position to a 4% weight [2]. - There is a belief that other AI stocks may offer greater upside potential and carry less downside risk compared to Fiverr [3].

Group 1: Market Overview - The stock market has shown significant growth in 2025, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite increasing by 15%, 18%, and 22% respectively [1][2]. Group 2: Sirius XM Holdings - Sirius XM Holdings is highlighted as a top stock for 2026, benefiting from its unique position as a legal monopoly in satellite radio, which provides it with strong pricing power [4][5]. - Approximately 75% of Sirius XM's net sales come from subscriptions, leading to more stable cash flows compared to competitors reliant on advertising [6]. - The company offers a dividend yield of over 5% and has a forward P/E ratio of less than 7, making it an attractive investment [7]. Group 3: The Trade Desk - The Trade Desk is positioned as both a value and growth stock, with a market cap of $19 billion and a forward P/E of 18 [9]. - The company is benefiting from the digital ad revolution, particularly in connected TV, which is expected to drive double-digit growth [10]. - The adoption of Unified ID 2.0 technology enhances its advertising effectiveness, contributing to sustained sales growth in the mid-to-high teens [11]. Group 4: Pinterest - Pinterest is recognized for its growth potential, reaching 600 million global monthly active users, with a double-digit percentage increase in user growth year-over-year [13][14]. - The average revenue per user (ARPU) is increasing, with notable growth of 31% in Europe and 44% in the "Rest of World" [15]. - Pinterest has a forward P/E ratio of 13.5 and maintains a strong cash position with $2.67 billion in cash and no debt [15]. Group 5: Goodyear Tire & Rubber - Goodyear is undergoing a transformation plan aimed at reducing net leverage, having lowered its net debt by $669 million [18]. - The company is focusing on higher-margin tire and service opportunities, with a forward P/E of 7.7 [19]. - Potential declines in rubber prices could further enhance Goodyear's margins in the coming years [19]. Group 6: Pennant Park Floating Rate Capital - Pennant Park Floating Rate Capital offers a high annual dividend yield of 13.6% and focuses on loans within its $2.77 billion investment portfolio [21][22]. - The company has a low delinquency rate of 0.4% in its portfolio, indicating strong principal protection [24]. - It is currently trading at a 16% discount to its book value per share of $10.83 [25]. Group 7: The Campbell's Company - The Campbell's Company is seen as a turnaround opportunity, with a focus on basic need goods that provide consistent cash flow [26][27]. - The company is implementing cost-saving measures and investing in supply chain improvements, expecting to realize $250 million in savings by fiscal 2028 [28]. - Its forward P/E of 10.7 is noted as a historic low for the company [29]. Group 8: Fiverr International - Fiverr International is positioned for growth despite a decline in annual active buyers, with a 12% increase in annual spend per buyer [31][32]. - The company boasts a marketplace take rate of 27.6%, indicating strong margins compared to competitors [33]. - Fiverr's forward P/E of 6.7 is considered an all-time low, presenting a compelling investment opportunity [33].