Lub tuam txhab kev lag luam ywj pheej thiab cov tuam txhab tswj hwm nyiaj txiag Needham & Lub Tuam Txhab, uas tshwj xeeb hauv kev nyiaj txiag rau cov tuam txhab loj hlob, tau teeb tsa 'yuav' kev ntaus nqi rau Cardlytics (NASDAQ: CDLX) txawm tias cov khoom lag luam poob qis yuav luag 80% xyoo-rau-hnub (YTD).
Nws yog qhov nthuav kom nco ntsoov tias Needham tau tsim lub hom phiaj tus nqi ntawm $ 24 rau Cardlytics, uas tseem tsawg dua li $ 25 ntawm qhov uas CDLX Tshuag tau ua lag luam tsawg dua ib hlis dhau los, lub tuam txhab tau sau tseg:
"Peb tab tom rov hais dua peb qhov kev yuav khoom tab sis txo peb lub hom phiaj rau $ 24 (los ntawm $ 60)."
Tshwj xeeb, JPMorgan Chase & Co.'s (NYSE: JPM) tau los ntawm kev lag luam-ua daim npav-txuas platform Figg zoo li tau ua tus tsav tsheb tseem ceeb tom qab tus nqi tsis zoo ntawm CDLX lub hli dhau los. Interestingly, Figg muab cov khoom sib tw rau Cardlytics uas ua haujlwm hauv tib lub khw thiab tau txais kev txhawb nqa los ntawm ib lub tsev txhab nyiaj loj tshaj plaws hauv Tebchaws Meskas.
Txawm li cas los xij, ib qho ntawm cov ntsiab lus tseem ceeb, raws li Needham, hauv nws daim ntawv tshaj tawm tsis ntev los no ntawm 'Yuav Ua Li Cas JPM Kev Tau Txais ntawm Figg Impact CDLX?', yog tias Figg tsis zoo li yuav tau txais tib cov neeg siv khoom xws li Cardlytics vim tias lwm lub tsev txhab nyiaj yuav tsis kam qhia lawv cov ntaub ntawv nrog cov khoom lag luam ua los ntawm lawv cov neeg sib tw.
Tseeb tiag, Needham tau sau tseg tias:
"Raws li Figg tau koom ua ke rau hauv JPM, peb cia siab tias qee tus neeg siv khoom tsis txaus ntseeg ntawm Figg sab vim tias lwm cov FIs tsis zoo li yuav yooj yim muab lub koom haum ntawm JPM nkag mus rau cov ntaub ntawv hloov pauv. Peb qhov kev xav yog tias CDLX yuav yog qhov chaw nyob hauv ntuj yog tias cov neeg siv Figg tam sim no saib mus rau lawv cov ntawv txuas nrog cov kev pabcuam rau lwm tus neeg muab kev pabcuam hauv kev teb rau qhov tau txais. "
CDLX daim duab thiab tsom xam
Lub hli dhau los, CDLX tau ua lag luam nyob nruab nrab ntawm $ 13.22 thiab $ 27.58 ntau yam, uas yog qhov dav heev thiab tam sim no ua lag luam nyob ze ntawm qhov qis ntawm qhov ntau.
Dab tsi ntxiv, thaum txheeb xyuas qhov chaw tiv thaiv ntawm CDLX, ib kab yog tsim nyob ib ncig ntawm $ 19.26 thaum lwm qhov nyob ze ntawm $ 21.75 ntawm lub sijhawm txhua hnub.
Nrog ntim ntau dua nyob rau ob peb hnub dhau los, CDLX tsis nthuav tawm qhov teeb tsa zoo tam sim no; raws li tus nqi txav tau me ntsis dhau ntawm kev hloov pauv mus nrhiav qhov chaw nkag khoom, nws yuav tsum tau ua tib zoo tos rau lub sijhawm ntawm kev sib sau ua ntej.
Ntawm Phab ntsa Street, qhov kev pom zoo ntawm cov kws tshuaj ntsuam xyuas cov khoom lag luam yog 'tuav' txawm hais tias lawv kwv yees Cardlytics los pauv ntawm $ 23.50 (59.65% rov qab) dhau 12 lub hlis tom ntej los ntawm nws tus nqi kawg ntawm $ 14.70, thaum lub sijhawm tshaj tawm.
Lub hom phiaj tus nqi siab tshaj plaws yog $ 35, thaum qhov kwv yees qis tshaj yog $ 15 nyob rau 12 lub hlis tom ntej, uas tseem yuav siab dua cov nqi tam sim no.
Needham yog bullish ntawm CDLX
Ntxiv rau kev ntsuas lub tuam txhab kev sib raug zoo nrog cov neeg siv nyiaj hauv tuam txhab nyiaj thiab cov kev xav tau zoo yuav tshwm sim nrog cov tuam txhab lag luam digital, Needham ntseeg tias CDLX kev nkag mus rau 50% ntawm daim npav swipe cov ntaub ntawv yog ib qho khoom muaj nqis.
"Lub tuam txhab kev sib raug zoo nrog ntau lub tuam txhab siv nyiaj loj tshaj plaws hauv Asmeskas muab nws cov neeg siv khoom zoo siab rau nws cov phiaj xwm kev lag luam loj. Tsis tas li ntawd, peb ntseeg tias cov kev hloov pauv zoo hauv kev lag luam digital thiab cov nyiaj them poob haujlwm yuav ua haujlwm zoo rau kev loj hlob. "
Raws li cov khoom sawv ntsug, cov khoom lag luam tau nce 3% ntawm kev ua lag luam qhib, thiab lub sijhawm yuav qhia seb Cardlytics tuaj yeem txhim kho mus rau qhov twg cov khoom lag luam tuaj yeem ua tau raws li lub hom phiaj ntawm cov kws tshuaj ntsuam.
Lub tuam txhab cov txiaj ntsig nyiaj txiag rau lub quarter thib ob, uas xaus rau lub Rau Hli 30, 2022, yuav tshaj tawm rau pej xeem hnub Tuesday, Lub Yim Hli 2, 2022, tom qab kev lag luam tau kaw lawm. Ntau ntau yog siv los nyob ntawm cov nyiaj tau los.
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/needham-sets-a-buy-rating-for-cardlytics-as-jpm-acquires-figg-whats-next-for-cdlx/