Perfect Stock Jumps 10% - Analyst Calls PERF An Ideal Blend Of Social Commerce, Augmented Reality
Perfect Stock Jumps 10% - Analyst Calls PERF An Ideal Blend Of Social Commerce, Augmented Reality
完美的庫存跳躍 10％-分析師稱 PERF 是社交商務，增強現實的理想融合
- Piper Sandler analyst Clarke Jeffries initiated coverage on Perfect Corp (NYSE:PERF) with a Neutral rating and a price target of $7.
- A marquee position in the development of AR Beauty technology with 85% of the most prominent beauty groups as customers indicates Perfect is well aligned to take advantage of a potential $10 billion+ market opportunity.
- Perfect has demonstrated impressive industry mind share with 85% of the top 20 beauty groups as customers and attracted notable strategic investors like Snap Inc (NYSE:SNAP) and Alibaba Group Holding Limited (NYSE:BABA).
- However, last week's results indicated that macro pressures are weighing on the company's ability to land & expand with beauty & fashion brands.
- He estimates CY23E revenue growth could moderate to mid-teens from >35% last year due to macro.
- Headwinds could weigh on PERF's path to a more significant scale, but he also saw a healthy business with ~$200 million of cash on hand and only modest operating losses this year.
- Price Action: PERF shares traded higher by 9.35% at $6.32 on the last check Tuesday.
- 吹笛者桑德勒 分析師克拉克杰弗里斯開始覆蓋 完美公司 紐約證券交易所代碼：PERF）中性評級，目標價格為 7 美元。
- 在 AR Beauty 技術的開發中，有 85% 最著名的美容集團，因為客戶表示 Perfect 與潛在的 10 億美容市場機會有很好的一致性。
- Perfect 展現了令人印象深刻的行業思維份額與前 20 名美容集團中的 85％ 作為客戶，吸引了著名的戰略投資者 捕捉公司 (紐約證券交易所:鎖點) 和 阿里巴巴集團 (紐約:巴巴).
- 但是，上週的結果表明，宏觀壓力正在影響公司與美容和時尚品牌的著陸和擴展能力。
- 他估計，由於宏觀原因，CY23E 收入增長可能會從去年 > 35％ 中等到青少年中期。
- 不利因素可能會影響 PERF 邁向更大規模的道路，但他也看到了一家健康的企業，手頭現金約為 2 億美元，而且今年的營運損失僅適中。
- 價格行動： PERF 股票在上次檢查週二上漲 9.35%，報 6.32 美元。
譯文內容由第三人軟體翻譯。
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