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
完美股价上涨10％——分析师称PERF是社交商务、增强现实的理想混合体
- 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.
- 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.
- 派珀·桑德勒 分析师克拉克·杰弗里斯开始报道 完美公司 （纽约证券交易所代码：PERF）评级为中性，目标价为7美元。
- Perfect 在 AR Beauty 技术开发中占据重要地位，85% 的最著名美容集团是客户，这表明Perfect已做好充分准备，可以利用潜在的超过100亿美元的市场机会。
- Perfect已显示出令人印象深刻的行业智慧份额，在排名前20位的美容集团中，有85％是客户，并吸引了著名的战略投资者，例如 Snap 公司 （纽约证券交易所代码：SNAP）和 阿里巴巴集团控股有限公司 （纽约证券交易所：BABA）。
- 但是，上周的业绩表明，宏观压力正在压制该公司在美容和时尚品牌方面登陆和扩张的能力。
- 他估计，由于宏观原因，CY23E 的收入增长可能会从去年的>35％放缓至中期。
- 不利因素可能会拖累PERF迈向更大规模的道路，但他也看到了一家健康的业务，手头现金约为2亿美元，今年的营业亏损不大。
- 价格走势： 周二的最后一张支票中，PERF股价上涨了9.35％，至6.32美元。
译文内容由第三方软件翻译。
以上内容仅用作资讯或教育之目的，不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
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以上内容仅用作资讯或教育之目的，不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
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风险及免责提示
以上内容仅用作资讯或教育之目的，不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
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