Perion Network
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Consensus Narrative from 2 Analysts
Shift To Lower-Margin AI Advertising Will Challenge Profits Despite Emerging Opportunities
Key Takeaways Declines in high-margin Search revenue and Microsoft contract wind-down hurt revenue and profitability projections. Shift towards lower-margin segments and investment needs strain financial resources, impacting near-term profit growth and earnings stability.
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FV
14.8% undervalued intrinsic discount-9.48%
Revenue growth p.a.
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2 months ago author updated this narrative