Perion Network Ltd.

NasdaqGS:PERI Lagerbericht

Marktkapitalisierung: US$405.5m

Perion Network Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Für Perion Network wird ein Gewinn- und Umsatzwachstum von 54.9% bzw. 9.6% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 53.5% pro Jahr steigen soll.

Wichtige Informationen

54.9%

Wachstumsrate der Gewinne

53.46%

EPS-Wachstumsrate

Media Gewinnwachstum33.7%
Wachstumsrate der Einnahmen9.6%
Zukünftige Eigenkapitalrenditen/a
Analystenabdeckung

Good

Zuletzt aktualisiert06 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • Feb 21

Perion Q4: Positioning Itself As The AI Decision Layer In Ad Buying

Summary Perion Networks' FY '26 guidance implies 11% contribution ex-TAC growth at the midpoint, with adjusted EBITDA margins expanding 100 bps to 23%. Management targets greater than 20% CAGR in contribution ex-TAC through 2028, alongside margin expansion to 28%. Net cash of $285M equals more than 80% of the current market cap. Downside appears limited, with attractive upside to my $12.4 price target. PERI stock remains a buy. Read the full article on Seeking Alpha
Neues Narrativ • Feb 19

Perion (PERI) Q4 Earnings: Real AI Turnaround… or Just Another Adtech Hype Cycle? 🤔📊

Every few years, an adtech company tells the same story: “We’ve rebuilt the platform. We’ve added AI.
Analyseartikel • Aug 12

Investors Aren't Entirely Convinced By Perion Network Ltd.'s (NASDAQ:PERI) Revenues

NasdaqGS:PERI 1 Year Share Price vs Fair Value Explore Perion Network's Fair Values from the Community and select yours...
Analyseartikel • May 04

Perion Network Ltd.'s (NASDAQ:PERI) Shares Climb 26% But Its Business Is Yet to Catch Up

Perion Network Ltd. ( NASDAQ:PERI ) shareholders would be excited to see that the share price has had a great month...
Analyseartikel • Apr 30

There Are Reasons To Feel Uneasy About Perion Network's (NASDAQ:PERI) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Seeking Alpha • Apr 22

Perion Network: Turnaround Play At Rock Bottom Valuation - Buy (Rating Upgrade)

Summary Following a number of major setbacks last year, 2025 is off to a strong start for digital advertising solutions provider Perion Network. Despite persistent search advertising headwinds, a number of segments continue to exhibit decent growth. In addition, the company's new Perion One strategy is showing early signs of success. With the vast majority of Perion Network's market capitalization covered by the company's substantial cash reserves, the advertising business is currently valued at below 1x EV/Adjusted EBITDA. Should the company manage to build on the better-than-expected start to 2025, market participants are likely to rerate the stock in the not-too-distant future. Consequently, I am upgrading my rating on the shares from "Hold" to "Buy". Read the full article on Seeking Alpha
Seeking Alpha • Feb 20

Perion Q4: Trading Close To Its Cash With Perion One Offering Upside Potential

Summary Shares are down more than 12% following Q4 earnings, where management’s guidance calls for lower revenue in FY25. While certain areas of the business like CTV, DOOH and Retail media are exhibiting strong growth, Search and Open web are shrinking. With net cash representing 93% of the current market cap and strong FCF expected for FY25, I see limited downside from current levels. Perion One offers upside potential, making the risk-reward setup attractive. I am therefore maintaining my Buy rating on PERI stock. Read the full article on Seeking Alpha
Seeking Alpha • Dec 05

Perion Network: AI, Buyback Program, And A Very Undervalued Play

Summary Perion Network is investing in AI to enhance its diversified digital advertising offerings, including video, digital audio, and connected TV. The company's share repurchase program and restructuring efforts aim to boost shareholder value, despite recent stock price declines and the non-renewal of the Microsoft Bing contract. Efficient ad-server and search advertising capabilities, along with strategic acquisitions and partnerships, support future growth and positive free cash flow. Despite regulatory challenges and dependency on major search providers, PERI appears undervalued, with potential for significant upside based on conservative forecasts. Read the full article on Seeking Alpha
Analyseartikel • Dec 04

Perion Network Ltd.'s (NASDAQ:PERI) Prospects Need A Boost To Lift Shares

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Analyseartikel • Nov 14

We Think You Can Look Beyond Perion Network's (NASDAQ:PERI) Lackluster Earnings

Perion Network Ltd.'s ( NASDAQ:PERI ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
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Neues Narrativ • Nov 10

Expect Revenue Freefall As Declining Search Ads And Shrinking Margins Threaten Future Profits

Declines in high-margin Search revenue and Microsoft contract wind-down hurt revenue and profitability projections.
Seeking Alpha • Nov 09

Perion Q3 Earnings: Cheaply Valued, Yet Capital Allocation Will Be Key

Summary Q3 earnings show that the business continues to face declining revenue in its larger Search and open web related segments. However profitability remains solid, with strong growth in its smaller CTV, Retail media and DOOH businesses. The company’s net cash represents 90% of the current market cap and provides downside protection. Capital allocation will be key as management continues to repurchase shares while also looking to enhance growth through acquisitions. Read the full article on Seeking Alpha
Seeking Alpha • Oct 04

Perion: It Was Obvious Then, Still Obvious Now, Sell

Summary Perion’s revenue growth is decelerating, and its future growth prospects are uncertain. The loss of Microsoft Bing as a partner significantly weakens its competitive position. While Perion trades below its cash value, its future value depends on reigniting growth, which currently seems unlikely. The company’s lack of a clear strategic partner or growth engine raises doubts about its ability to sustain value. Read the full article on Seeking Alpha
Seeking Alpha • Sep 01

Negative Enterprise Value: Is Wall Street Paying You To Buy Perion Network?

Summary Perion Network is very undervalued, trading near its net cash level of $400 million, offering significant upside in a business turnaround. Despite recent operational challenges and -70% share selloff, the company runs several units growing at a fast clip. Technical trading indicators suggest a potential price bounce, with targets between $12 and $22 if sales stabilize and cash levels increase. Risks include the potential for an expansion in operating losses and/or poor cash management, but the risk-reward setup currently favors bulls. Read the full article on Seeking Alpha
Seeking Alpha • Aug 01

Perion Q2 Earnings: Focus On Its 3 Key Growth Drivers (Rating Downgrade)

Summary The business has faced multiple challenges recently, which has led to a drastic decline in its share price. However, Q2 earnings show that growth in CTV, Retail media and DOOH remains strong and will be key to the thesis going forward. The company’s net cash provides downside protection, and management is aggressively repurchasing shares. Read the full article on Seeking Alpha
Seeking Alpha • Jun 18

Perion: When Cheap Isn't A Steal, Avoid

Summary Perion's revenue growth rates have been steadily compressing, exacerbated by the loss of its key partnership with Microsoft Bing. At 16x forward EBITDA, PERI stock may appear cheap but is actually overpriced given its prospects. Despite a significant drop in stock price, investors are advised to stay away as its best days are in the past. Read the full article on Seeking Alpha
Analyseartikel • Jun 11

Perion Network's (NASDAQ:PERI) Returns On Capital Are Heading Higher

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Analyseartikel • Jun 11

The Market Doesn't Like What It Sees From Perion Network Ltd.'s (NASDAQ:PERI) Earnings Yet As Shares Tumble 27%

To the annoyance of some shareholders, Perion Network Ltd. ( NASDAQ:PERI ) shares are down a considerable 27% in the...
Seeking Alpha • Jun 10

Perion Network: Clickbait Disaster

Summary Perion Network Ltd.'s shares plummeted after the company issued another profit warning as a result of its exclusion from Microsoft Bing's search distribution marketplace. Microsoft Bing is apparently cracking down on so-called "Made for Advertising" or "MFA" sites - content farms with a poor user experience designed solely to maximize ad spend. Last month, Perion shut down its MFA site network after its business practices had been exposed in an industry report. In addition, the search division disaster appears to have impacted the company's core advertising business, with customers likely pulling budgets in an attempt to avoid potential association with the company's MFA practices. Even with Perion Network now trading below cash value and an active buyback program in place, investors should abstain from buying the selloff as the company's near-term prospects remain cloudy. However, with the repurchase program likely to provide some support to the shares, I am reiterating my "Hold" rating on the shares. Read the full article on Seeking Alpha
Seeking Alpha • May 14

Perion Network: Risks All Priced In, Time To Buy The Cash Play

Summary Perion Network's current valuation barely accounts for its robust cash position, representing 75% of its market cap. The company is poised for growth in the digital advertising sector, despite short-term setbacks from a renegotiated Bing contract. Strategic share buybacks and potential market revaluation offer a strong upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Apr 25

Perion Network Offers An Asymmetric Risk/Reward At This Price

Summary Perion Network’s share price has lost almost two-thirds of its value since the beginning of the year. Its net cash position as of YE 23 comprises of almost 80% of the company’s current market capitalization. CTV, retail media and Digital Out-of-Home could act as catalysts to reignite revenue growth and make up for the revenue loss this year due to Microsoft Bing. Read the full article on Seeking Alpha
Analyseartikel • Apr 17

We Think Perion Network's (NASDAQ:PERI) Healthy Earnings Might Be Conservative

The stock was sluggish on the back of Perion Network Ltd.'s ( NASDAQ:PERI ) recent earnings report. Along with the...
Analyseartikel • Apr 10

Need To Know: The Consensus Just Cut Its Perion Network Ltd. (NASDAQ:PERI) Estimates For 2024

One thing we could say about the analysts on Perion Network Ltd. ( NASDAQ:PERI ) - they aren't optimistic, having just...
Analyseartikel • Apr 09

Earnings Working Against Perion Network Ltd.'s (NASDAQ:PERI) Share Price Following 43% Dive

Unfortunately for some shareholders, the Perion Network Ltd. ( NASDAQ:PERI ) share price has dived 43% in the last...
Seeking Alpha • Apr 08

Perion Network: Recent Microsoft Bing Changes Blamed For Earnings Warning

Summary Israel-based provider of digital advertising solutions, Perion Network Ltd. has perplexed market participants with a stunning Q1 earnings warning. Reduced guidance is largely attributed to a decline in search advertising activity as a result of recent changes in advertising pricing and mechanisms implemented by Microsoft Bing. Based on the numbers provided, Microsoft-related revenue might come in 90% lower than initially expected for this year. While valuation has reached bargain levels, material uncertainties regarding the company's path going forward in combination with management concerns are likely to keep the stock in the penalty box for the time being. Consequently, I am resuming coverage of Perion Network stock with a "Hold" rating. Read the full article on Seeking Alpha
Seeking Alpha • Apr 02

Perion Network: Profitable Growth Company Trading At A Discount

Summary Perion Network is a profitable growth company in the AdTech/digital advertising markets, with revenue growth of over 25% and positive earnings and free cash flows. The company has a strong balance sheet with no debt, close to $500 million in cash, and a non-GAAP P/E of under 8. Perion Network recently completed the acquisition of Hivestack, which will contribute to revenue growth of close to 20% in 2024. Perion Network has also shown that it is a shareholder friendly firm by initiating a stock buyback program. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Perion Network: Selloff Creates Great Income Opportunity

Summary Perion Network's management guidance fell 4% below analyst expectations, causing a 10% drop in shares. Despite the drop in share price, Perion's financial health strengthened in 2023 with revenue and adjusted EBITDA growth. The company has no long-term debt, strong cash flow, and a positive outlook, making it an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 23

Perion Network: Cheapest Stock For Exposure To Digital Advertising Growth

Summary Perion Network is a fast-growing company in the adtech space, with a track record of consistent profitability and a fortress balance sheet. The company offers a comprehensive suite of online advertising and search monetization solutions, positioning it well in the growing global digital advertising market. Despite its strong performance, Perion's valuation is significantly lower than its peers, presenting an attractive entry point for investors. Read the full article on Seeking Alpha
Seeking Alpha • Jan 26

Perion Network: Navigating High Risks For High Rewards

Summary Perion Network's financial performance has outpaced the digital advertising market, making it a potentially attractive investment opportunity. The company operates in the expanding digital advertising industry, which is expected to continue growing. Perion's revenue growth and profitability are impressive, and its clean balance sheet and efficient business model make it appealing to investors. My target price is $46. Read the full article on Seeking Alpha
Seeking Alpha • Jan 20

Perion Network Stock: A Silent Contender Worth Your Investment

Summary Perion Network is a key player in an industry with a massive TAM. The stock is trading well below its historical average and industry peers. The company has demonstrated robust execution in prior quarters. The stock offers a unique opportunity by striking a balance between profitability and growth. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:PERI - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202859713N/AN/A1
12/31/20275231349557
12/31/2026474142487
12/31/2025440-83642N/A
9/30/2025432-111824N/A
6/30/2025424-52635N/A
3/31/2025430-7-15-7N/A
12/31/20244981307N/A
9/30/2024603474753N/A
6/30/2024686787577N/A
3/31/2024756105143145N/A
12/31/2023743115155155N/A
9/30/2023719117143143N/A
6/30/2023692109137138N/A
3/31/2023660108115116N/A
12/31/202264097121122N/A
9/30/202258978112113N/A
6/30/2022551639292N/A
3/31/2022514518081N/A
12/31/2021478397071N/A
9/30/2021439305555N/A
6/30/2021401224748N/A
3/31/2021352123333N/A
12/31/2020328102222N/A
9/30/202028871920N/A
6/30/202027082425N/A
3/31/2020274133233N/A
12/31/2019261134445N/A
9/30/201925512N/A38N/A
6/30/201924711N/A38N/A
3/31/20192469N/A32N/A
12/31/20182538N/A33N/A
9/30/2018258-34N/A36N/A
6/30/2018266-34N/A42N/A
3/31/2018273-71N/A42N/A
12/31/2017274-73N/A36N/A
9/30/2017281-35N/A41N/A
6/30/2017291-35N/A34N/A
3/31/20172993N/A35N/A
12/31/20163133N/A30N/A
9/30/2016296-20N/A11N/A
6/30/2016274-65N/A5N/A
3/31/2016245-84N/A11N/A
12/31/2015221-42N/A18N/A
9/30/2015231-60N/A50N/A
6/30/201526534N/A70N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: PERI wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.5%).

Ertrag vs. Markt: PERI wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: PERI wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: PERIDie Einnahmen des Unternehmens (9.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).

Hohe Wachstumseinnahmen: PERIDie Einnahmen des Unternehmens (9.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von PERI in 3 Jahren voraussichtlich hoch sein wird

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/13 13:47
Aktienkurs zum Tagesende2026/05/13 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Perion Network Ltd. wird von 15 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Daniel KurnosBenchmark Company
Maria RippsCanaccord Genuity
Matthew WeberCanaccord Genuity