Barclays pom 45% upside

Poshmark Inc (NASDAQ: POSH) tau nce ntau dua 15% tag kis no tom qab tus kws tshuaj ntsuam Barclays tau hais tias cov khoom lag luam yuav ua tau zoo nyob rau hauv ib puag ncig kev lag luam.

Poshmark yuav tsum yog $ 17 Tshuag

Hnub Monday, Trevor Young tau pib Poshmark Tshuag ntawm "hnyav" thiab tshaj tawm lub hom phiaj tus nqi ntawm $ 17 uas sawv cev ze rau 45% upside los ntawm qhov ze yav dhau los. Hauv tsab ntawv rau cov neeg siv khoom, nws hais tias:

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Ob txhais tes yog sai sai tshwm sim raws li ib tug txaus nyiam sector muab secular tailwinds, ESG kev txiav txim siab, robust theem nrab thov rau txwv ib tsab / cov khoom tsis txaus, thiab dual txiaj ntsim ntawm cov neeg siv khoom lag luam mus txog rau lub siab nyiam hom thiab trading down nyob rau hauv ib tug tougher macro.

Kev hu xov tooj bullish yog qhov nthuav tshwj xeeb vim nws tuaj txog tsuas yog hnub tom qab Poshmark qhia ib xyoo dhau ib xyoo nce hauv nws Q2 poob thiab muab cov lus qhia tsis muaj zog tshaj qhov kev cia siab rau lub quarter nyiaj txiag tam sim no.

Txawm hais tias qhov kev tawm tsam niaj hnub no, Poshmark Tshuag tseem qis dua 20% rau xyoo.

Poshmark Tshuag yog qhov txaus nyiam ntawm kev txheeb xyuas tus nqi

Cov tub ntxhais hluas kuj nyiam Nasdaq-cov npe lag luam vim nws pheej yig dua li nws cov phooj ywg. Nws pom zoo cov Kua IDFA thiab tus nqi siab dua ntawm kev lag luam txuas ntxiv yog lub taub hau rau Poshmark tab sis hais tias:

[Poshmark muaj] qhov tseem ceeb ntawm cov neeg yuav khoom tseem ceeb uas tseem tab tom loj hlob, muaj kev koom tes siab los ntawm kev sib raug zoo / kev ua si ntawm lub platform, secular tailwinds mus rau lwm tus, thiab lub sijhawm los ua kom tau zoo dua li cov neeg siv khoom lag luam hauv cov khoom muag muag.

Lub tuam txhab nyob hauv California tau xaus lub quarter tsis ntev los no nrog 8.0 lab tus neeg yuav khoom nquag; nce 14% los ntawm Q2 ntawm 2021. Tus kws tshuaj ntsuam Barclays ntseeg tau tias ntau yam ntawm "POSH" yuav nthuav dav thaum nws muaj kev pom zoo dua rau hauv EBITDA profitability.

Hluas kuj tseem bullish ntawm ThredUp Inc (NASDAQ: TDUP) - lwm qhov chaw lag luam rau cov khaub ncaws thib ob uas poob ntau dua 75% piv rau qhov pib ntawm 2022.