Palantir (PLTR 2.15%) is one of the most valuable companies in the world, with a market cap of around $250 billion. That places it within the top 50 largest companies, but some (including myself) question whether this is a legitimate valuation.While Palantir had great success and is a strong company, a few items cause me to question this valuation, which could lead to some other stocks being worth far more than Palantir just three years from now.Is Palantir overvalued?Palantir is a fantastic company. Its AI ...

Many investors have given up on FuboTV (FUBO 1.21%). With 70% ownership over the reformed FuboTV organization and a controlling presence on its board of directors, Disney can convey tons of industry expertise and also pitch in funding as needed. And the large ownership portion will funnel the majority of FuboTV's profit or losses into Disney's financial structure, giving the Mickey Mouse powerhouse plenty of cash-based incentive to help FuboTV make money. Betting on the unique Disney deal So what you'll get ...

Core Viewpoint - Outbrain Inc. (OB) shares have significantly underperformed, dropping 39.2% over the past three months, contrasting with the 8.1% decline in its industry and the 7.5% fall in the Zacks S&P 500 Composite [1][4]. Group 1: Performance Comparison - Outbrain's performance is notably worse than its industry peers, Amadeus IT Group, S.A. (AMADY) and Katapult Holdings, Inc. (KPLT), which have seen gains of 10.5% and 72.6% respectively over the same period [4]. Group 2: Strategic Acquisitions and Partnerships - The acquisition of Teads enhances Outbrain's global reach, leveraging over 50 partnerships with premium brands like Apple, Visa, and McDonald's, which generate $5-$20 million annually on average [5][6]. - Outbrain is focusing on strengthening its relationships with premium media owners, renewing agreements with key partners in various countries and securing new partnerships [7][8]. Group 3: AI Integration and Customer Engagement - Over 70% of Outbrain's customer base utilized its AI-based Creative Automation suite in Q4 2024, which optimizes customer engagement through predictive insights [9][10]. - The anticipated increase in AI usage is expected to expand Outbrain's customer base by enhancing efficiency and results [10]. Group 4: Valuation and Financial Prospects - Outbrain shares are currently undervalued, trading at 9.9 times forward 12-month earnings per share, significantly lower than the industry average of 37.4 times [11]. - The trailing 12-month EV-to-EBITDA ratio for Outbrain is 3.8 times, well below the industry average of 41 times [13]. - The Zacks Consensus Estimate projects Outbrain's 2025 revenues at $600.2 million, indicating over 100% year-over-year growth, with earnings expected to turn around to 36 cents per share from a loss in the previous year [16]. Group 5: Liquidity Position - Outbrain's current ratio stands at 1.2, which, while lower than the industry average of 2.1, still indicates the company can manage its short-term debt obligations [17]. Group 6: Investment Recommendation - Given Outbrain's extensive global reach, strategic acquisitions, strong partnerships, commitment to AI, and favorable liquidity position, it is considered an opportune time for investors to buy the stock to leverage its long-term growth potential [18][19].

Ziff Davis, Inc. (NASDAQ:ZD) Q4 2024 Results Conference Call February 25, 2025 8:30 AM ET Company Participants Bret Richter - Chief Financial Officer Vivek Shah - President and Chief Executive Officer Conference Call Participants Ross Sandler - Barclays Ygal Arounian - Citigroup Rishi Jaluria - RBC Capital Markets Robert Coolbrith - Evercore Chris Kuntarich - UBS Operator Good day, ladies and gentlemen. And welcome to the Ziff Davis Fourth Quarter and Year End 2024 Earnings Conference Call. My name is Paul, ...