Perion Network Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Perion Network sono diminuiti a un tasso medio annuo di -8.3%, mentre il settore Media ha visto gli utili crescere a un tasso medio annuo di 5.4%. I ricavi sono cresciuti crescere a un tasso medio annuo di 3.7%.
Informazioni chiave
-8.31%
Tasso di crescita degli utili
-13.12%
Tasso di crescita dell'EPS
| Media Crescita del settore | 13.17% |
| Tasso di crescita dei ricavi | 3.67% |
| Rendimento del capitale proprio | -1.17% |
| Margine netto | -1.80% |
| Prossimo aggiornamento sugli utili | 20 May 2026 |
Aggiornamenti sulle prestazioni recenti
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
Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Perion Network guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Dec 25 | 440 | -8 | 113 | 35 |
| 30 Sep 25 | 432 | -11 | 111 | 34 |
| 30 Jun 25 | 424 | -5 | 109 | 34 |
| 31 Mar 25 | 430 | -7 | 108 | 35 |
| 31 Dec 24 | 498 | 13 | 107 | 37 |
| 30 Sep 24 | 603 | 47 | 106 | 37 |
| 30 Jun 24 | 686 | 78 | 101 | 36 |
| 31 Mar 24 | 756 | 105 | 94 | 35 |
| 31 Dec 23 | 743 | 115 | 91 | 34 |
| 30 Sep 23 | 719 | 117 | 92 | 34 |
| 30 Jun 23 | 692 | 109 | 87 | 34 |
| 31 Mar 23 | 660 | 108 | 86 | 34 |
| 31 Dec 22 | 640 | 97 | 85 | 35 |
| 30 Sep 22 | 589 | 78 | 79 | 34 |
| 30 Jun 22 | 551 | 63 | 81 | 35 |
| 31 Mar 22 | 514 | 51 | 78 | 36 |
| 31 Dec 21 | 478 | 39 | 76 | 35 |
| 30 Sep 21 | 439 | 30 | 66 | 35 |
| 30 Jun 21 | 401 | 22 | 62 | 34 |
| 31 Mar 21 | 352 | 12 | 56 | 32 |
| 31 Dec 20 | 328 | 10 | 55 | 31 |
| 30 Sep 20 | 288 | 7 | 53 | 29 |
| 30 Jun 20 | 270 | 8 | 52 | 26 |
| 31 Mar 20 | 274 | 13 | 52 | 25 |
| 31 Dec 19 | 261 | 13 | 50 | 23 |
| 30 Sep 19 | 255 | 12 | 50 | 21 |
| 30 Jun 19 | 247 | 11 | 50 | 19 |
| 31 Mar 19 | 246 | 9 | 53 | 18 |
| 31 Dec 18 | 253 | 8 | 55 | 19 |
| 30 Sep 18 | 258 | -34 | 61 | 19 |
| 30 Jun 18 | 266 | -34 | 66 | 18 |
| 31 Mar 18 | 273 | -71 | 71 | 18 |
| 31 Dec 17 | 274 | -73 | 75 | 17 |
| 30 Sep 17 | 281 | -35 | 86 | 20 |
| 30 Jun 17 | 291 | -35 | 75 | 20 |
| 31 Mar 17 | 299 | 3 | 88 | 24 |
| 31 Dec 16 | 313 | 3 | 83 | 25 |
| 30 Sep 16 | 296 | -20 | 91 | 31 |
| 30 Jun 16 | 274 | -65 | 76 | 26 |
| 31 Mar 16 | 245 | -84 | 69 | 28 |
| 31 Dec 15 | 221 | -42 | 49 | 22 |
| 30 Sep 15 | 231 | -60 | 43 | 29 |
| 30 Jun 15 | 265 | 34 | 44 | 31 |
Guadagni di qualità: PERI al momento non è redditizia.
Margine di profitto in crescita: PERI al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: PERI non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 8.3% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di PERI nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: PERI non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Media ( 5% ).
Rendimento del capitale proprio
ROE elevato: PERI ha un Return on Equity negativo ( -1.17% ), in quanto al momento non è redditizio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/13 19:05 |
| Prezzo dell'azione a fine giornata | 2026/05/13 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Perion Network Ltd. è coperta da 15 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Daniel Kurnos | Benchmark Company |
| Maria Ripps | Canaccord Genuity |
| Matthew Weber | Canaccord Genuity |