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Calculating Risk Foolishly, Vol. 4: ETSY vs. DUOL
Yahoo Finance· 2026-01-30 09:24
David Gardner: Risk. A lot of people talk about it, but especially in the investment world, I've never found that talk very satisfying. First of all, how do you, how do I, how do they, define risk? What does it mean, even to say that's a risky stock? The definitions are often unclear. Then some professional analysts in the risk section of their stock research will say stuff like medium. As in, this is a medium risk stock. What does that mean? Well, more than a decade ago, I developed a 25 point risk rating ...
FVRR vs. ETSY: Which AI-Powered Creator Marketplace Stock Has an Edge?
ZACKS· 2026-01-29 14:36
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]
OPENLANE to Announce Fourth Quarter and Full Year 2025 Earnings
Prnewswire· 2026-01-27 13:30
CARMEL, Ind., Jan. 27, 2026 /PRNewswire/ -- OPENLANE, Inc. (NYSE: OPLN), a leading operator of digital marketplaces for wholesale used vehicles, will release its fourth quarter and full year 2025 financial results before the market opens on Wednesday, Feb. 18, 2026. OPENLANE will also host an earnings conference call and webcast following the release on Wednesday, Feb. 18, 2026, at 8:30 a.m. ET. The call will be hosted by OPENLANE Chief Executive Officer Peter Kelly and Chief Financial Officer Brad Herring ...
DEADLINE TOMORROW: Berger Montague Advises StubHub Holdings, Inc. (STUB) Investors to Inquire About a Securities Fraud Class Action by January 23, 2026
TMX Newsfile· 2026-01-22 13:46
Core Viewpoint - A class action lawsuit has been filed against StubHub Holdings, Inc. on behalf of investors who acquired StubHub securities during the specified Class Period, alleging undisclosed issues related to the company's IPO [1][3]. Group 1: Lawsuit Details - The lawsuit is initiated by Berger Montague PC, representing investors who purchased StubHub securities from September 14, 2025, to November 24, 2025, including shares from the September 2025 IPO [1][2]. - Investors have until January 23, 2026, to seek appointment as lead plaintiff representatives of the class [2]. Group 2: Allegations Against StubHub - The complaint claims that StubHub's IPO Registration Statement failed to disclose significant changes in the timing of payments to vendors, which adversely affected the company's free cash flow [3].
DHI Group, Inc. to Report Fourth Quarter and Full Year 2025 Financial Results on February 4, 2026
Businesswire· 2026-01-20 21:15
Core Viewpoint - DHI Group, Inc. will report its financial results for the fourth quarter and full year ended December 31, 2025, on February 4, 2026, after market close [1] Financial Results Announcement - The financial results will be released after the market closes and prior to the conference call that afternoon, available in the Investor Relations section of the company's website [2] Conference Call Information - The conference call can be accessed by dialing +1-844-890-1790 for domestic callers and +1-412-380-7407 for international callers, with a pre-registration option available [3] - A live webcast of the call will also be available on the company's website [3] Replay Information - A replay of the call will be accessible by dialing +1-855-669-9658 or +1-412-317-0088 for international callers, with the replay passcode being 5601959, available until February 11, 2026 [4] - A webcast replay will also be available on the company's website [4] Company Overview - DHI Group, Inc. is a provider of AI-powered career marketplaces focusing on technology roles, with brands such as ClearanceJobs and Dice [5] - The company enables recruiters to efficiently connect with skilled technology professionals through a patented algorithm managing over 100,000 unique technology skills [5] - DHI's marketplaces assist tech professionals in finding ideal career opportunities, offering relevant advice and personalized insights [5]
RB Global to Release Fourth Quarter and Full Year 2025 Financial Results and Host Conference Call on February 17, 2026
Businesswire· 2026-01-20 21:01
About RB Global RB Global, Inc. (NYSE: RBA) (TSX: RBA) is a leading, omnichannel marketplace and trusted provider of value-added insights, services and transaction solutions for buyers and sellers of commercial assets and vehicles worldwide. Through its global network of auction sites and digital platform, RB Global serves customers worldwide across a variety of asset classes, including automotive, construction, commercial transportation, government surplus, lifting and material handling, energy, mining and ...
StubHub Holdings, Inc. (NYSE: STUB) Deadline Approaching: Berger Montague Advises Investors of Deadline in Securities Fraud Lawsuit
Globenewswire· 2026-01-20 13:52
PHILADELPHIA, Jan. 20, 2026 (GLOBE NEWSWIRE) -- National plaintiffs’ law firm Berger Montague PC announces that a class action lawsuit has been filed against StubHub Holdings, Inc. (NYSE: STUB) (“StubHub” or the “Company”) on behalf of investors who purchased or otherwise acquired StubHub securities during the period of September 14, 2025 through November 24, 2025 (the “Class Period”), including shares issued pursuant and/or traceable to StubHub’s September 2025 initial public offering (“IPO”). Investor Dea ...
CarGurus Pivots Beyond Marketplace at Needham Conference, Ramping AI and Dealer Software Push
Yahoo Finance· 2026-01-14 12:50
Core Insights - CarGurus is transitioning from a traditional marketplace model to a dealer-focused software and data business, emphasizing innovation and the integration of artificial intelligence across its platform [4][6][9] Product Development and Strategy - The launch of PriceVantage marks CarGurus' first standalone software product in the inventory category, aimed at helping dealers price inventory based on expected retail outcomes [1] - The company introduced more products in 2025 than in any previous year, focusing on four dealer "pillars" and enhancing the consumer shopping journey with AI as a foundation [2][4] - New products like Dealer Data Insights and consumer features such as Discover and Dealership Mode are designed to improve pricing, merchandising, and conversion for dealers [6][8] Market Expansion and Financial Outlook - Management estimates that the expansion into software and data could open an additional $4 billion in dealer spending, effectively doubling CarGurus' total addressable market [5][14] - The company anticipates a slight margin step-down in 2026 due to increased investments while remaining active in mergers and acquisitions and opportunistic buybacks [5][16] Consumer Behavior and Digital Retailing - Despite a rise in online demand, only low to mid-single digits of car purchases are completed fully virtually, with over 90% still involving in-person interactions [11] - More than 80% of consumers with an in-person component prefer to conduct more of their shopping online, highlighting a significant opportunity for CarGurus' Digital Deal feature [12] Financial Metrics and Capital Allocation - CarGurus' core marketplace is estimated to be an $800 million business, capturing about a quarter of the U.S. dealer spending on lead generation, which is approximately $3.5 billion [14] - The company has about 4.0 to 4.5 million vehicles listed on its marketplace at any given time, representing over 80% of U.S. inventory [15] - CarGurus has maintained a high margin, currently at the upper end of its long-term target of 30% to 35%, but expects a slight decrease in 2026 due to growth investments [15] Leadership and Company Background - CEO Jason Trevisan, who has been with the company for 10 years, emphasized the importance of innovation and the strategic shift towards a software and data-centric model [3][4] - CarGurus operates an online automotive marketplace that connects buyers and sellers of new and used vehicles, providing tools for pricing, lead generation, and financing options [18][19]
STUB DEADLINE REMINDER: Berger Montague Reminds StubHub Holdings, Inc. (STUB) Investors of Important Class Action Lawsuit Deadline
TMX Newsfile· 2026-01-13 16:36
Philadelphia, Pennsylvania--(Newsfile Corp. - January 13, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against StubHub Holdings, Inc. (NYSE: STUB) ("StubHub" or the "Company") on behalf of investors who purchased or otherwise acquired StubHub securities during the period of September 14, 2025 through November 24, 2025 (the "Class Period"), including shares issued pursuant and/or traceable to StubHub's September 2025 initial public offering (" ...
OUTDOOR HOLDING COMPANY TO CONDUCT THIRD QUARTER EARNINGS CALL ON FEBRUARY 9, 2026 AT 9:00 AM ET
Globenewswire· 2026-01-13 14:00
Core Viewpoint - Outdoor Holding Company, owner of GunBroker.com, will release its financial results for Q3 of the 2026 fiscal year on February 9, 2026 [1] Group 1: Financial Results Announcement - The financial results will be announced premarket on February 9, 2026 [1] - A conference call will be held at 9:00 AM ET on the same day to review the financial results and provide updates on corporate developments [2] - Participants are encouraged to preregister for the call to receive their dial-in number [2][3] Group 2: Company Overview - Outdoor Holding Company is headquartered in Atlanta, Georgia, and operates subsidiaries that serve outdoor enthusiasts, including GunBroker [4] - GunBroker.com is the largest online marketplace for firearms and related products, facilitating sales through third-party sellers while adhering to federal and state laws [5] - The platform promotes responsible ownership of firearms and offers a secure way to buy and sell various outdoor-related items [5]