View Past PerformanceThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsRover Group バランスシートの健全性財務の健全性 基準チェック /66Rover Groupの総株主資本は$289.8M 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$396.9Mと$107.1Mです。 Rover Groupの EBIT は$5.4Mで、利息カバレッジ比率-0.5です。現金および短期投資は$204.0Mです。主要情報0%負債資本比率US$0負債インタレスト・カバレッジ・レシオ-0.5x現金US$203.96mエクイティUS$289.82m負債合計US$107.07m総資産US$396.89m財務の健全性に関する最新情報お知らせ • Mar 09Rover Group Files Form 15Rover Group, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A Common Stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Class A Common Stock was $0.0001 per share.分析記事 • Sep 01We're Not Worried About Rover Group's (NASDAQ:ROVR) Cash BurnWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...すべての更新を表示Recent updatesお知らせ • Mar 09Rover Group Files Form 15Rover Group, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A Common Stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Class A Common Stock was $0.0001 per share.お知らせ • Feb 28+ 1 more updateRover Group, Inc.(NasdaqGM:ROVR) dropped from NASDAQ Composite IndexRover Group, Inc. has been dropped from NASDAQ Composite Index .お知らせ • Nov 30+ 1 more updateBlackstone Management Partners L.L.C. entered into an agreement to acquire Rover Group, Inc. (NasdaqGM:ROVR) from Madrona Venture Group, LLC, Foundry Ventures LLC, Menlo Ventures Management, L.P., True Wind Capital Management, L.P. and others for approximately $2.2 billion.Blackstone Management Partners L.L.C. entered into an agreement to acquire Rover Group, Inc. (NasdaqGM:ROVR) from Madrona Venture Group, LLC, Foundry Ventures LLC, Menlo Ventures Management, L.P., True Wind Capital Management, L.P. and others for approximately $2.2 billion on November 29, 2023. Under the terms of the agreement, Rover stockholders will receive $11 per share in cash. Upon completion of the transaction, Rover’s Class A common stock will no longer be publicly-listed and Rover will become a privately held company. The Company will continue to operate under the Rover name and brand. Upon termination of the agreement, under specified circumstances, Rover will be required to pay Blackstone a termination fee of $72 million. If the agreement is terminated by Rover in order to enter into an agreement providing for an alternative acquisition transaction that constitutes a Superior Proposal (as defined in the Merger Agreement) (provided that the termination fee will be $36 million). The transaction is subject to the approval of Rover’s stockholders and the satisfaction of required regulatory clearances, the expiration or termination of the waiting period under the United States Hart-Scott-Rodino Antitrust Improvements Act of 1976 and other customary closing conditions. The Rover and Blackstone board of directors approved the merger agreement and recommended that Rover stockholders approve the transaction and adopt the merger agreement. The merger agreement includes a customary 30-day “go-shop” period expiring on December 29, 2023. The transaction is currently expected to close in the first quarter of 2024. Centerview Partners LLC, Goldman Sachs & Co. LLC acted as financial advisor to Rover. Goldman Sachs & Co. LLC and Centerview Partners LLC also provided a fairness opinion to Rover’s Board of Directors. Michael Nordtvedt, Robert Ishii and Remi Korenblit of Wilson Sonsini Goodrich & Rosati, Professional Corporation acted as legal counsel to Rover. Evercore and Moelis & Company LLC acted as a financial advisor to Blackstone, and Sean Z. Kramer, Marshall P. Shaffer, Daniel E. Wolf, Christopher Burwell, Daniel Yip, Zach Miller, Rohit A. Nafday, Daniel Rios, Devin J. Heckman, Andrea Agathoklis Murino, Jack Coles, Melissa J. Hutson and Yuli Wang of Kirkland & Ellis LLP acted as legal counsel to Blackstone.Price Target Changed • Nov 29Price target increased by 19% to US$8.96Up from US$7.54, the current price target is an average from 7 analysts. New target price is 18% below last closing price of US$10.96. The company is forecast to post earnings per share of US$0.096 next year compared to a net loss per share of US$0.12 last year.Recent Insider Transactions Derivative • Nov 10President & COO notifies of intention to sell stockBrent Turner intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of November. If the sale is conducted around the recent share price of US$7.96, it would amount to US$398k. Since December 2022, Brent's direct individual holding has increased from 1.08m shares to 1.19m. Company insiders have collectively sold US$2.7m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Nov 09Rover Group, Inc. Revises Earnings Guidance for the Fourth Quarter and Full Year of 2023Rover Group, Inc. revised earnings guidance for the fourth quarter and full year of 2023. The company anticipates revenue in the range of $64 million to $66 million, a year-over-year increase of 25% at the midpoint of the projected range.The company anticipates revenue in the range of $230 million to $232 million, a year-over-year increase of 33% at the midpoint of the projected range.Reported Earnings • Nov 08Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: US$0.058 (up from US$0.085 loss in 3Q 2022). Revenue: US$66.2m (up 30% from 3Q 2022). Net income: US$10.5m (up US$26.0m from 3Q 2022). Profit margin: 16% (up from net loss in 3Q 2022). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Consumer Services industry in the US.Recent Insider Transactions Derivative • Oct 19Co-Founder notifies of intention to sell stockAaron Easterly intends to sell 300k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of October. If the sale is conducted around the recent share price of US$6.80, it would amount to US$2.0m. For the year to December 2020, Aaron's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2022, Aaron's direct individual holding has increased from 3.30m shares to 3.98m. Company insiders have collectively sold US$2.5m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Oct 17Rover Group, Inc. to Report Q3, 2023 Results on Nov 06, 2023Rover Group, Inc. announced that they will report Q3, 2023 results After-Market on Nov 06, 2023分析記事 • Oct 11Why Rover Group, Inc. (NASDAQ:ROVR) Could Be Worth WatchingRover Group, Inc. ( NASDAQ:ROVR ), is not the largest company out there, but it received a lot of attention from a...お知らせ • Sep 08Rover Group, Inc. Appoints Erik Prusch as Class I Director and as A Member of the Compensation CommitteeRover Group, Inc. appointed Erik Prusch to serve as a Class I director of the Company and as a member of the compensation committee of the board for an initial term expiring at the Company’s 2025 annual meeting of stockholders. The board is also expected to appoint Mr. Prusch as a member of the strategic transactions committee of the board. The board has determined that Mr. Prusch satisfies the independence criteria set forth in the Nasdaq rules and is, therefore, independent for purposes of serving on the board, and the additional independence requirements of Nasdaq and the Securities Exchange Act of 1934, as amended, for service on the compensation committee. Mr. Prusch, 56, has served as the chief executive officer of Information System Audit and Control Association, Inc. a professional information security and information technology membership organization, since June 2023 and as a director of ISACA since July 2023. Previously, Mr. Prusch served as chief executive officer at Harland Clarke Holdings Corp., a provider of integrated payment solutions and integrated marketing services, from January 2019 until March 2019. Mr. Prusch served as chief executive officer and a director of Outerwall Inc. from 2015 until 2016. During 2014, Mr. Prusch served as chief executive officer of NetMotion Wireless, Inc. and Lumension Security, Inc., and also served as an advisor to Clearlake Capital Group. Mr. Prusch served as chief executive officer and president of Clearwire Corporation from 2011 until 2013, as its chief operating officer during 2011, as its chief financial officer from 2009 until 2011, and as a director of Clearwire Corporation from 2012 until 2013. Mr. Prusch served as president and chief executive officer of Borland Software Corporation during 2009 and as its chief financial officer from 2006 until 2009. Prior to Borland, Mr. Prusch served in various finance roles at Intuit Inc., Identix Incorporated, and Gateway Computers. He began his career at Touche Ross and PepsiCo. Mr. Prusch served as a director of Keynote Systems, Inc. during 2013, WASH Multifamily Laundry Systems, LLC from December 2017 until December 2022, and RealNetworks, Inc. from December 2019 until December 2022. Mr. Prusch holds a B.A. in Economics from Yale University and an M.B.A. from New York University’s Stern School of Business. There are no arrangements or understandings between Mr. Prusch and any other person pursuant to which Mr. Prusch was selected as a director.分析記事 • Sep 01We're Not Worried About Rover Group's (NASDAQ:ROVR) Cash BurnWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...分析記事 • Aug 12Rover Group, Inc. (NASDAQ:ROVR) Shares Could Be 30% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Rover Group fair value estimate is US$8.98 Rover Group is...Recent Insider Transactions Derivative • Aug 09President & COO notifies of intention to sell stockBrent Turner intends to sell 39k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of August. If the sale is conducted around the recent share price of US$6.55, it would amount to US$257k. Since September 2022, Brent's direct individual holding has increased from 1.05m shares to 1.18m. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Aug 04Rover Group, Inc. Provides Revenue Guidance for the Third Quarter Year 2023Rover Group, Inc. provided revenue guidance for the third quarter for the year 2023. For the quarter, The company expects revenue in the range of $61- $63 million.お知らせ • Aug 03Rover Group, Inc. Provides Revenue Guidance Raised Full Year 2023Rover Group, Inc. provides revenue guidance Raised Full Year 2023. For the period, the company anticipates revenue in the range of $222- $227 million, a year-over-year increase of 29% at the midpoint of the projected range.Price Target Changed • Aug 02Price target increased by 23% to US$6.64Up from US$5.39, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$6.40. Stock is up 41% over the past year. The company is forecast to post earnings per share of US$0.048 next year compared to a net loss per share of US$0.12 last year.お知らせ • Jul 12Rover Group, Inc. to Report Q2, 2023 Results on Aug 01, 2023Rover Group, Inc. announced that they will report Q2, 2023 results After-Market on Aug 01, 2023Recent Insider Transactions Derivative • Jun 16President & COO exercised options and sold US$149k worth of stockOn the 13th of June, Brent Turner exercised 32k options at a strike price of around US$0.36 and sold these shares for an average price of US$5.00 per share. This trade did not impact their existing holding. Since September 2022, Brent's direct individual holding has increased from 1.05m shares to 1.18m. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jun 13The Price Is Right For Rover Group, Inc. (NASDAQ:ROVR)When close to half the companies in the Consumer Services industry in the United States have price-to-sales ratios (or...Recent Insider Transactions Derivative • Jun 07Co-Founder exercised options and sold US$294k worth of stockOn the 1st of June, Aaron Easterly exercised options to acquire 64k shares at no cost and sold these for an average price of US$4.58 per share. This trade did not impact their existing holding. For the year to December 2020, Aaron's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2022, Aaron's direct individual holding has increased from 3.21m shares to 3.78m. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • May 14President & COO notifies of intention to sell stockBrent Turner intends to sell 80k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of May. If the sale is conducted around the recent share price of US$4.72, it would amount to US$378k. Since June 2022, Brent's direct individual holding has increased from 1.03m shares to 1.11m. Company insiders have collectively sold US$878k more than they bought, via options and on-market transactions in the last 12 months.Breakeven Date Change • May 11Forecast breakeven date moved forward to 2023The 8 analysts covering Rover Group previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$4.01m in 2023. Earnings growth of 51% is required to achieve expected profit on schedule.お知らせ • May 10+ 1 more updateRover Group, Inc. Revises Revenue Guidance for the Year 2023Rover Group, Inc. revised revenue guidance for the year 2023. For the year, the company expects revenue in the range of $207- $217 million, a year-over-year increase of 22% at the midpoint of the projected range.Reported Earnings • May 10First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: US$0.025 loss per share (improved from US$0.045 loss in 1Q 2022). Revenue: US$41.1m (up 48% from 1Q 2022). Net loss: US$4.66m (loss narrowed 43% from 1Q 2022). Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Consumer Services industry in the US.Major Estimate Revision • Apr 16Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -US$0.017 to -US$0.019 per share. Revenue forecast of US$212.1m unchanged since last update. Consumer Services industry in the US expected to see average net income growth of 31% next year. Consensus price target of US$5.39 unchanged from last update. Share price rose 4.3% to US$4.40 over the past week.Recent Insider Transactions Derivative • Mar 05Co-Founder exercised options to buy US$2.0m worth of stock.On the 2nd of March, Aaron Easterly exercised 511.47k options at around US$1.04, then sold 29.63k of them at US$4.31 each and kept the remainder. Since March 2022, Aaron's direct individual holding has increased from 3.17m shares to 3.30m. Company insiders have collectively sold US$487k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Mar 03Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: US$0.12 loss per share (improved from US$0.72 loss in FY 2021). Revenue: US$174.0m (up 58% from FY 2021). Net loss: US$22.0m (loss narrowed 66% from FY 2021). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Consumer Services industry in the US.分析記事 • Mar 02Is It Time To Consider Buying Rover Group, Inc. (NASDAQ:ROVR)?Rover Group, Inc. ( NASDAQ:ROVR ), might not be a large cap stock, but it saw a significant share price rise of over...Major Estimate Revision • Mar 01Consensus EPS estimates upgraded to US$0.017 loss, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$221.1m to US$212.2m. 2023 losses expected to reduce from -US$0.041 to -US$0.017 per share. Consumer Services industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$5.72 to US$5.53. Share price rose 11% to US$4.31 over the past week.お知らせ • Feb 15Rover Group, Inc. to Report Q4, 2022 Results on Feb 27, 2023Rover Group, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2023Recent Insider Transactions • Dec 14Co-Founder recently sold US$136k worth of stockOn the 9th of December, Aaron Easterly sold around 30k shares on-market at roughly US$4.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Aaron has been a net seller over the last 12 months, reducing personal holdings by US$463k.分析記事 • Dec 09Rover Group, Inc.'s (NASDAQ:ROVR) Intrinsic Value Is Potentially 81% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Rover Group, Inc...Reported Earnings • Nov 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.085 loss per share (improved from US$0.72 loss in 3Q 2021). Revenue: US$50.9m (up 45% from 3Q 2021). Net loss: US$15.5m (loss narrowed 82% from 3Q 2021). Revenue exceeded analyst estimates by 7.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Services industry in the US.Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Clammer is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 12Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.085 loss per share (improved from US$0.72 loss in 3Q 2021). Revenue: US$50.9m (up 45% from 3Q 2021). Net loss: US$15.5m (loss narrowed 82% from 3Q 2021). Revenue exceeded analyst estimates by 7.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Services industry in the US.Major Estimate Revision • Nov 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from US$164.7m to US$171.3m. Forecast EPS reduced from -US$0.08 to -US$0.12 per share. Consumer Services industry in the US expected to see average net income decline 6.4% next year. Consensus price target up from US$5.73 to US$6.13. Share price rose 5.1% to US$4.50 over the past week.お知らせ • Nov 09Rover Group, Inc. Appoints Jamie Cohen as A Class II Director, Effective November 15, 2022On November 3, 2022, the board of directors of Rover Group, Inc. appointed Jamie Cohen as a Class II director of the company, effective as of November 15, 2022 (Effective Date), with an initial term expiring at the company’s 2023 annual meeting of stockholders. Ms. Cohen was also appointed to serve on the audit committee of the Board (Audit Committee) beginning on the Effective Date. Ms. Cohen, 36, is the Chief Financial Officer of Vacasa, Inc. and has served in the Chief Financial Officer role since joining Vacasa in March 2021. Prior to her time at Vacasa, Ms. Cohen served as Chief Financial Officer of Angi Inc., an online services provider, from March 2019 to March 2021, and as an Executive Vice President from September 2017 to March 2019. She held various leadership roles in finance and accounting at HomeAdvisor, Inc., an online home repair services provider, from July 2011 to September 2017. Ms. Cohen holds a BS in Mathematical Business, Economics and Marketing from Wake Forest University.Price Target Changed • Nov 09Price target increased to US$6.13Up from US$5.69, the current price target is an average from 8 analysts. New target price is 49% above last closing price of US$4.12. Stock is down 70% over the past year. The company is forecast to post a net loss per share of US$0.079 next year compared to a net loss per share of US$0.72 last year.お知らせ • Nov 08Rover Group, Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year 2022Rover Group, Inc. provides revenue guidance for the fourth quarter and full year 2022. For the quarter, the company anticipates revenue in the range of $49 - $51 million.For the full year 2022, the company anticipates revenue in the range of $171 - $173 million, a year-over-year increase of 57% at the midpoint of the projected range.お知らせ • Oct 18Rover Group, Inc. to Report Q3, 2022 Results on Nov 07, 2022Rover Group, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 07, 2022Recent Insider Transactions • Sep 15Co-Founder recently sold US$124k worth of stockOn the 12th of September, Aaron Easterly sold around 30k shares on-market at roughly US$4.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Aaron has been a net seller over the last 12 months, reducing personal holdings by US$327k.Major Estimate Revision • Aug 11Consensus EPS estimates fall by 46%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$174.0m to US$164.3m. Losses expected to increase from US$0.05 per share to US$0.08. Consumer Services industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$6.88 to US$5.69. Share price fell 11% to US$4.03 over the past week.Reported Earnings • Aug 07Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: US$0.02 loss per share. Revenue: US$43.4m (up 77% from 2Q 2021). Net loss: US$3.63m (loss widened 29% from 2Q 2021). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 46%. Over the next year, revenue is forecast to grow 37%, compared to a 5.4% growth forecast for the industry in the US.お知らせ • Aug 06+ 1 more updateRover Group, Inc. Provides Revenue Guidance for the Third Quarter and Full Year of 2022Rover Group, Inc. provides revenue guidance for the third quarter and full year of 2022. For the third quarter, the company anticipates revenue in the range of $46 - $48 million.For the full year, the company anticipates revenue in the range of $160 - $166 million, a year-over-year increase of 48% at the midpoint of the projected range.Price Target Changed • Aug 05Price target decreased to US$6.50Down from US$7.25, the current price target is an average from 9 analysts. New target price is 54% above last closing price of US$4.21. Stock is down 63% over the past year. The company is forecast to post a net loss per share of US$0.054 next year compared to a net loss per share of US$0.72 last year.Seeking Alpha • Aug 04Rover Group Q2 GAAP EPS of -$0.02, revenue of $43.4M, guidance below consensusRover Group press release (NASDAQ:ROVR): Q2 GAAP EPS of -$0.02 (vs. -$0.09 Y/Y). Revenue of $43.4M (+77.1% Y/Y). FY22 revenue expected to be in the range of $160M - $166M (vs. consensus of $174.0M) Q3 revenue expected to be in the range of $46M - $48M (vs. consensus of $50.93M) Shares -1.26% AH.お知らせ • Jul 15Rover Group, Inc. to Report Q2, 2022 Results on Aug 04, 2022Rover Group, Inc. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 04, 2022Price Target Changed • Jul 07Price target decreased to US$7.64Down from US$8.33, the current price target is an average from 7 analysts. New target price is 88% above last closing price of US$4.06. Stock is down 59% over the past year. The company is forecast to post a net loss per share of US$0.051 next year compared to a net loss per share of US$0.72 last year.Recent Insider Transactions • Jun 11Co-Founder recently sold US$142k worth of stockOn the 8th of June, Aaron Easterly sold around 29k shares on-market at roughly US$4.86 per share. This was the largest sale by an insider in the last 3 months. Aaron has been a seller over the last 12 months, reducing personal holdings by US$203k.Seeking Alpha • May 30Rover: Impressive Growth Continued In Q1 2022, Company On The Right TrackWe were very impressed with the growth Rover delivered in the first quarter of 2022. It reinforces our belief that this is a platform that can continue to grow quickly for many more years. At the rate Rover is growing, we estimate that the size of its "economy", or GBV as the company calls it, will reach close to $1 billion in 2022. With the company trading with an enterprise value of ~$745 million, we believe shares are cheap.Reported Earnings • May 13First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: US$0.045 loss per share (up from US$0.35 loss in 1Q 2021). Revenue: US$27.8m (up 128% from 1Q 2021). Net loss: US$8.15m (loss narrowed 23% from 1Q 2021). Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Over the next year, revenue is forecast to grow 56%, compared to a 7.5% growth forecast for the industry in the US.Breakeven Date Change • May 12Forecast breakeven date pushed back to 2024The 7 analysts covering Rover Group previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 87% per year to 2023. The company is expected to make a profit of US$23.1m in 2024. Average annual earnings growth of 71% is required to achieve expected profit on schedule.Major Estimate Revision • May 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$0.06 to -US$0.04 per share. Revenue forecast steady at US$175.5m. Consumer Services industry in the US expected to see average net income growth of 31% next year. Consensus price target down from US$8.33 to US$8.08. Share price fell 25% to US$4.67 over the past week.お知らせ • May 10Rover Group, Inc. Provides Guidance for the Second Quarter and Full Year of 2022Rover Group, Inc. provided earnings guidance for the second quarter and full year of 2022. For the quarter, the company expects revenue in the range of $41 - $43 million, a year-over-year increase of 72% at the midpoint of the projected range.For the year, the company expects revenue in the range of $160 - $180 million, a year-over-year increase of 55% at the midpoint of the projected range.Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Clammer is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 26Rover Group, Inc. Announces Resignation of Dr. Susan Athey from the Board of DirectorsOn April 21, 2022, Dr. Susan Athey notified Rover Group, Inc. (the Company) that she will be resigning from the Company’s board of directors effective August 4, 2022. Until then, Dr. Athey will continue to serve on the Board and as a member of the audit committee of the Board. Dr. Athey’s decision to resign from the Board was not because of any disagreement with the Company, management or the Board on any matter relating to the Company’s operations, policies or practices.お知らせ • Apr 20Rover Group, Inc. to Report Q1, 2022 Results on May 09, 2022Rover Group, Inc. announced that they will report Q1, 2022 results After-Market on May 09, 2022Seeking Alpha • Mar 25Rover: Why You Should Consider Adding This Pet Services Platform To Your PortfolioWe love platform businesses since they tend to have good competitive "moat" characteristics once they reach a given scale. Most well known platform companies are already more than fully valued, such as Airbnb and Uber, so we have to look for smaller verticals. One interesting niche is pet care and pet services, where Rover operates and is becoming the leader in the space. Rover's valuation is not exactly crazy cheap, but at current prices a case can be made that the company offers attractive returns if growth continues for a few more years.Recent Insider Transactions • Mar 16President & COO recently sold US$69k worth of stockOn the 10th of March, Brent Turner sold around 14k shares on-market at roughly US$4.96 per share. This was the largest sale by an insider in the last 3 months. Brent has been a seller over the last 12 months, reducing personal holdings by US$231k.Major Estimate Revision • Mar 15Consensus revenue estimates fall by 13%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$200.8m to US$174.1m. Forecast loss of -US$0.06, down from profit of US$0.03 per share profit previously. Consumer Services industry in the US expected to see average net income growth of 72% next year. Consensus price target down from US$13.50 to US$8.33. Share price fell 2.3% to US$4.64 over the past week.お知らせ • Mar 10+ 1 more updateRover Group, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2022Rover Group, Inc. provided earnings guidance for the first quarter and full year of 2022. For the first quarter, the company expects revenue in the range of $25 million - $27 million, a year-over-year increase of 113% at the midpoint of the projected range.For the year, the company expects revenue in the range of $160 - $180 million, a year-over-year increase of 55% at the midpoint of the projected range.分析記事 • Mar 10Analysts Have Lowered Expectations For Rover Group, Inc. (NASDAQ:ROVR) After Its Latest ResultsIt's been a mediocre week for Rover Group, Inc. ( NASDAQ:ROVR ) shareholders, with the stock dropping 12% to US$5.13 in...Reported Earnings • Mar 10Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$0.72 loss per share (up from US$2.00 loss in FY 2020). Revenue: US$109.8m (up 125% from FY 2020). Net loss: US$64.0m (loss widened 11% from FY 2020). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 28%. Over the next year, revenue is forecast to grow 58%, compared to a 11% growth forecast for the industry in the US.Breakeven Date Change • Mar 10Forecast breakeven date pushed back to 2023The 7 analysts covering Rover Group previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 85% to 2022. The company is expected to make a profit of US$5.89m in 2023. Average annual earnings growth of 68% is required to achieve expected profit on schedule.Price Target Changed • Mar 03Price target decreased to US$13.50Down from US$15.00, the current price target is an average from 7 analysts. New target price is 133% above last closing price of US$5.80. Stock is down 42% over the past year. The company is forecast to post a net loss per share of US$0.99 next year compared to a net loss per share of US$2.00 last year.お知らせ • Feb 17Rover Group, Inc. to Report Q4, 2021 Results on Mar 07, 2022Rover Group, Inc. announced that they will report Q4, 2021 results After-Market on Mar 07, 2022財務状況分析短期負債: ROVRの 短期資産 ( $288.3M ) が 短期負債 ( $86.7M ) を超えています。長期負債: ROVRの短期資産 ( $288.3M ) が 長期負債 ( $20.4M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: ROVRは負債がありません。負債の削減: ROVR 5 年前には負債がありませんでした。債務返済能力: ROVRには負債がないため、営業キャッシュフロー でカバーする必要はありません。インタレストカバレッジ: ROVRには負債がないため、利息支払い の負担は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/02/28 06:48終値2024/02/26 00:00収益2023/09/30年間収益2022/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Rover Group, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Michael GrahamCanaccord GenuityEric SheridanGoldman SachsEric SheridanGoldman Sachs4 その他のアナリストを表示
お知らせ • Mar 09Rover Group Files Form 15Rover Group, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A Common Stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Class A Common Stock was $0.0001 per share.
分析記事 • Sep 01We're Not Worried About Rover Group's (NASDAQ:ROVR) Cash BurnWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
お知らせ • Mar 09Rover Group Files Form 15Rover Group, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A Common Stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Class A Common Stock was $0.0001 per share.
お知らせ • Feb 28+ 1 more updateRover Group, Inc.(NasdaqGM:ROVR) dropped from NASDAQ Composite IndexRover Group, Inc. has been dropped from NASDAQ Composite Index .
お知らせ • Nov 30+ 1 more updateBlackstone Management Partners L.L.C. entered into an agreement to acquire Rover Group, Inc. (NasdaqGM:ROVR) from Madrona Venture Group, LLC, Foundry Ventures LLC, Menlo Ventures Management, L.P., True Wind Capital Management, L.P. and others for approximately $2.2 billion.Blackstone Management Partners L.L.C. entered into an agreement to acquire Rover Group, Inc. (NasdaqGM:ROVR) from Madrona Venture Group, LLC, Foundry Ventures LLC, Menlo Ventures Management, L.P., True Wind Capital Management, L.P. and others for approximately $2.2 billion on November 29, 2023. Under the terms of the agreement, Rover stockholders will receive $11 per share in cash. Upon completion of the transaction, Rover’s Class A common stock will no longer be publicly-listed and Rover will become a privately held company. The Company will continue to operate under the Rover name and brand. Upon termination of the agreement, under specified circumstances, Rover will be required to pay Blackstone a termination fee of $72 million. If the agreement is terminated by Rover in order to enter into an agreement providing for an alternative acquisition transaction that constitutes a Superior Proposal (as defined in the Merger Agreement) (provided that the termination fee will be $36 million). The transaction is subject to the approval of Rover’s stockholders and the satisfaction of required regulatory clearances, the expiration or termination of the waiting period under the United States Hart-Scott-Rodino Antitrust Improvements Act of 1976 and other customary closing conditions. The Rover and Blackstone board of directors approved the merger agreement and recommended that Rover stockholders approve the transaction and adopt the merger agreement. The merger agreement includes a customary 30-day “go-shop” period expiring on December 29, 2023. The transaction is currently expected to close in the first quarter of 2024. Centerview Partners LLC, Goldman Sachs & Co. LLC acted as financial advisor to Rover. Goldman Sachs & Co. LLC and Centerview Partners LLC also provided a fairness opinion to Rover’s Board of Directors. Michael Nordtvedt, Robert Ishii and Remi Korenblit of Wilson Sonsini Goodrich & Rosati, Professional Corporation acted as legal counsel to Rover. Evercore and Moelis & Company LLC acted as a financial advisor to Blackstone, and Sean Z. Kramer, Marshall P. Shaffer, Daniel E. Wolf, Christopher Burwell, Daniel Yip, Zach Miller, Rohit A. Nafday, Daniel Rios, Devin J. Heckman, Andrea Agathoklis Murino, Jack Coles, Melissa J. Hutson and Yuli Wang of Kirkland & Ellis LLP acted as legal counsel to Blackstone.
Price Target Changed • Nov 29Price target increased by 19% to US$8.96Up from US$7.54, the current price target is an average from 7 analysts. New target price is 18% below last closing price of US$10.96. The company is forecast to post earnings per share of US$0.096 next year compared to a net loss per share of US$0.12 last year.
Recent Insider Transactions Derivative • Nov 10President & COO notifies of intention to sell stockBrent Turner intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of November. If the sale is conducted around the recent share price of US$7.96, it would amount to US$398k. Since December 2022, Brent's direct individual holding has increased from 1.08m shares to 1.19m. Company insiders have collectively sold US$2.7m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Nov 09Rover Group, Inc. Revises Earnings Guidance for the Fourth Quarter and Full Year of 2023Rover Group, Inc. revised earnings guidance for the fourth quarter and full year of 2023. The company anticipates revenue in the range of $64 million to $66 million, a year-over-year increase of 25% at the midpoint of the projected range.The company anticipates revenue in the range of $230 million to $232 million, a year-over-year increase of 33% at the midpoint of the projected range.
Reported Earnings • Nov 08Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: US$0.058 (up from US$0.085 loss in 3Q 2022). Revenue: US$66.2m (up 30% from 3Q 2022). Net income: US$10.5m (up US$26.0m from 3Q 2022). Profit margin: 16% (up from net loss in 3Q 2022). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Consumer Services industry in the US.
Recent Insider Transactions Derivative • Oct 19Co-Founder notifies of intention to sell stockAaron Easterly intends to sell 300k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of October. If the sale is conducted around the recent share price of US$6.80, it would amount to US$2.0m. For the year to December 2020, Aaron's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2022, Aaron's direct individual holding has increased from 3.30m shares to 3.98m. Company insiders have collectively sold US$2.5m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Oct 17Rover Group, Inc. to Report Q3, 2023 Results on Nov 06, 2023Rover Group, Inc. announced that they will report Q3, 2023 results After-Market on Nov 06, 2023
分析記事 • Oct 11Why Rover Group, Inc. (NASDAQ:ROVR) Could Be Worth WatchingRover Group, Inc. ( NASDAQ:ROVR ), is not the largest company out there, but it received a lot of attention from a...
お知らせ • Sep 08Rover Group, Inc. Appoints Erik Prusch as Class I Director and as A Member of the Compensation CommitteeRover Group, Inc. appointed Erik Prusch to serve as a Class I director of the Company and as a member of the compensation committee of the board for an initial term expiring at the Company’s 2025 annual meeting of stockholders. The board is also expected to appoint Mr. Prusch as a member of the strategic transactions committee of the board. The board has determined that Mr. Prusch satisfies the independence criteria set forth in the Nasdaq rules and is, therefore, independent for purposes of serving on the board, and the additional independence requirements of Nasdaq and the Securities Exchange Act of 1934, as amended, for service on the compensation committee. Mr. Prusch, 56, has served as the chief executive officer of Information System Audit and Control Association, Inc. a professional information security and information technology membership organization, since June 2023 and as a director of ISACA since July 2023. Previously, Mr. Prusch served as chief executive officer at Harland Clarke Holdings Corp., a provider of integrated payment solutions and integrated marketing services, from January 2019 until March 2019. Mr. Prusch served as chief executive officer and a director of Outerwall Inc. from 2015 until 2016. During 2014, Mr. Prusch served as chief executive officer of NetMotion Wireless, Inc. and Lumension Security, Inc., and also served as an advisor to Clearlake Capital Group. Mr. Prusch served as chief executive officer and president of Clearwire Corporation from 2011 until 2013, as its chief operating officer during 2011, as its chief financial officer from 2009 until 2011, and as a director of Clearwire Corporation from 2012 until 2013. Mr. Prusch served as president and chief executive officer of Borland Software Corporation during 2009 and as its chief financial officer from 2006 until 2009. Prior to Borland, Mr. Prusch served in various finance roles at Intuit Inc., Identix Incorporated, and Gateway Computers. He began his career at Touche Ross and PepsiCo. Mr. Prusch served as a director of Keynote Systems, Inc. during 2013, WASH Multifamily Laundry Systems, LLC from December 2017 until December 2022, and RealNetworks, Inc. from December 2019 until December 2022. Mr. Prusch holds a B.A. in Economics from Yale University and an M.B.A. from New York University’s Stern School of Business. There are no arrangements or understandings between Mr. Prusch and any other person pursuant to which Mr. Prusch was selected as a director.
分析記事 • Sep 01We're Not Worried About Rover Group's (NASDAQ:ROVR) Cash BurnWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
分析記事 • Aug 12Rover Group, Inc. (NASDAQ:ROVR) Shares Could Be 30% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Rover Group fair value estimate is US$8.98 Rover Group is...
Recent Insider Transactions Derivative • Aug 09President & COO notifies of intention to sell stockBrent Turner intends to sell 39k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of August. If the sale is conducted around the recent share price of US$6.55, it would amount to US$257k. Since September 2022, Brent's direct individual holding has increased from 1.05m shares to 1.18m. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Aug 04Rover Group, Inc. Provides Revenue Guidance for the Third Quarter Year 2023Rover Group, Inc. provided revenue guidance for the third quarter for the year 2023. For the quarter, The company expects revenue in the range of $61- $63 million.
お知らせ • Aug 03Rover Group, Inc. Provides Revenue Guidance Raised Full Year 2023Rover Group, Inc. provides revenue guidance Raised Full Year 2023. For the period, the company anticipates revenue in the range of $222- $227 million, a year-over-year increase of 29% at the midpoint of the projected range.
Price Target Changed • Aug 02Price target increased by 23% to US$6.64Up from US$5.39, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$6.40. Stock is up 41% over the past year. The company is forecast to post earnings per share of US$0.048 next year compared to a net loss per share of US$0.12 last year.
お知らせ • Jul 12Rover Group, Inc. to Report Q2, 2023 Results on Aug 01, 2023Rover Group, Inc. announced that they will report Q2, 2023 results After-Market on Aug 01, 2023
Recent Insider Transactions Derivative • Jun 16President & COO exercised options and sold US$149k worth of stockOn the 13th of June, Brent Turner exercised 32k options at a strike price of around US$0.36 and sold these shares for an average price of US$5.00 per share. This trade did not impact their existing holding. Since September 2022, Brent's direct individual holding has increased from 1.05m shares to 1.18m. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jun 13The Price Is Right For Rover Group, Inc. (NASDAQ:ROVR)When close to half the companies in the Consumer Services industry in the United States have price-to-sales ratios (or...
Recent Insider Transactions Derivative • Jun 07Co-Founder exercised options and sold US$294k worth of stockOn the 1st of June, Aaron Easterly exercised options to acquire 64k shares at no cost and sold these for an average price of US$4.58 per share. This trade did not impact their existing holding. For the year to December 2020, Aaron's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2022, Aaron's direct individual holding has increased from 3.21m shares to 3.78m. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • May 14President & COO notifies of intention to sell stockBrent Turner intends to sell 80k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of May. If the sale is conducted around the recent share price of US$4.72, it would amount to US$378k. Since June 2022, Brent's direct individual holding has increased from 1.03m shares to 1.11m. Company insiders have collectively sold US$878k more than they bought, via options and on-market transactions in the last 12 months.
Breakeven Date Change • May 11Forecast breakeven date moved forward to 2023The 8 analysts covering Rover Group previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$4.01m in 2023. Earnings growth of 51% is required to achieve expected profit on schedule.
お知らせ • May 10+ 1 more updateRover Group, Inc. Revises Revenue Guidance for the Year 2023Rover Group, Inc. revised revenue guidance for the year 2023. For the year, the company expects revenue in the range of $207- $217 million, a year-over-year increase of 22% at the midpoint of the projected range.
Reported Earnings • May 10First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: US$0.025 loss per share (improved from US$0.045 loss in 1Q 2022). Revenue: US$41.1m (up 48% from 1Q 2022). Net loss: US$4.66m (loss narrowed 43% from 1Q 2022). Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Consumer Services industry in the US.
Major Estimate Revision • Apr 16Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -US$0.017 to -US$0.019 per share. Revenue forecast of US$212.1m unchanged since last update. Consumer Services industry in the US expected to see average net income growth of 31% next year. Consensus price target of US$5.39 unchanged from last update. Share price rose 4.3% to US$4.40 over the past week.
Recent Insider Transactions Derivative • Mar 05Co-Founder exercised options to buy US$2.0m worth of stock.On the 2nd of March, Aaron Easterly exercised 511.47k options at around US$1.04, then sold 29.63k of them at US$4.31 each and kept the remainder. Since March 2022, Aaron's direct individual holding has increased from 3.17m shares to 3.30m. Company insiders have collectively sold US$487k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Mar 03Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: US$0.12 loss per share (improved from US$0.72 loss in FY 2021). Revenue: US$174.0m (up 58% from FY 2021). Net loss: US$22.0m (loss narrowed 66% from FY 2021). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Consumer Services industry in the US.
分析記事 • Mar 02Is It Time To Consider Buying Rover Group, Inc. (NASDAQ:ROVR)?Rover Group, Inc. ( NASDAQ:ROVR ), might not be a large cap stock, but it saw a significant share price rise of over...
Major Estimate Revision • Mar 01Consensus EPS estimates upgraded to US$0.017 loss, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$221.1m to US$212.2m. 2023 losses expected to reduce from -US$0.041 to -US$0.017 per share. Consumer Services industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$5.72 to US$5.53. Share price rose 11% to US$4.31 over the past week.
お知らせ • Feb 15Rover Group, Inc. to Report Q4, 2022 Results on Feb 27, 2023Rover Group, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2023
Recent Insider Transactions • Dec 14Co-Founder recently sold US$136k worth of stockOn the 9th of December, Aaron Easterly sold around 30k shares on-market at roughly US$4.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Aaron has been a net seller over the last 12 months, reducing personal holdings by US$463k.
分析記事 • Dec 09Rover Group, Inc.'s (NASDAQ:ROVR) Intrinsic Value Is Potentially 81% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Rover Group, Inc...
Reported Earnings • Nov 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.085 loss per share (improved from US$0.72 loss in 3Q 2021). Revenue: US$50.9m (up 45% from 3Q 2021). Net loss: US$15.5m (loss narrowed 82% from 3Q 2021). Revenue exceeded analyst estimates by 7.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Services industry in the US.
Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Clammer is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 12Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.085 loss per share (improved from US$0.72 loss in 3Q 2021). Revenue: US$50.9m (up 45% from 3Q 2021). Net loss: US$15.5m (loss narrowed 82% from 3Q 2021). Revenue exceeded analyst estimates by 7.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Services industry in the US.
Major Estimate Revision • Nov 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from US$164.7m to US$171.3m. Forecast EPS reduced from -US$0.08 to -US$0.12 per share. Consumer Services industry in the US expected to see average net income decline 6.4% next year. Consensus price target up from US$5.73 to US$6.13. Share price rose 5.1% to US$4.50 over the past week.
お知らせ • Nov 09Rover Group, Inc. Appoints Jamie Cohen as A Class II Director, Effective November 15, 2022On November 3, 2022, the board of directors of Rover Group, Inc. appointed Jamie Cohen as a Class II director of the company, effective as of November 15, 2022 (Effective Date), with an initial term expiring at the company’s 2023 annual meeting of stockholders. Ms. Cohen was also appointed to serve on the audit committee of the Board (Audit Committee) beginning on the Effective Date. Ms. Cohen, 36, is the Chief Financial Officer of Vacasa, Inc. and has served in the Chief Financial Officer role since joining Vacasa in March 2021. Prior to her time at Vacasa, Ms. Cohen served as Chief Financial Officer of Angi Inc., an online services provider, from March 2019 to March 2021, and as an Executive Vice President from September 2017 to March 2019. She held various leadership roles in finance and accounting at HomeAdvisor, Inc., an online home repair services provider, from July 2011 to September 2017. Ms. Cohen holds a BS in Mathematical Business, Economics and Marketing from Wake Forest University.
Price Target Changed • Nov 09Price target increased to US$6.13Up from US$5.69, the current price target is an average from 8 analysts. New target price is 49% above last closing price of US$4.12. Stock is down 70% over the past year. The company is forecast to post a net loss per share of US$0.079 next year compared to a net loss per share of US$0.72 last year.
お知らせ • Nov 08Rover Group, Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year 2022Rover Group, Inc. provides revenue guidance for the fourth quarter and full year 2022. For the quarter, the company anticipates revenue in the range of $49 - $51 million.For the full year 2022, the company anticipates revenue in the range of $171 - $173 million, a year-over-year increase of 57% at the midpoint of the projected range.
お知らせ • Oct 18Rover Group, Inc. to Report Q3, 2022 Results on Nov 07, 2022Rover Group, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 07, 2022
Recent Insider Transactions • Sep 15Co-Founder recently sold US$124k worth of stockOn the 12th of September, Aaron Easterly sold around 30k shares on-market at roughly US$4.11 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Aaron has been a net seller over the last 12 months, reducing personal holdings by US$327k.
Major Estimate Revision • Aug 11Consensus EPS estimates fall by 46%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$174.0m to US$164.3m. Losses expected to increase from US$0.05 per share to US$0.08. Consumer Services industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$6.88 to US$5.69. Share price fell 11% to US$4.03 over the past week.
Reported Earnings • Aug 07Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: US$0.02 loss per share. Revenue: US$43.4m (up 77% from 2Q 2021). Net loss: US$3.63m (loss widened 29% from 2Q 2021). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 46%. Over the next year, revenue is forecast to grow 37%, compared to a 5.4% growth forecast for the industry in the US.
お知らせ • Aug 06+ 1 more updateRover Group, Inc. Provides Revenue Guidance for the Third Quarter and Full Year of 2022Rover Group, Inc. provides revenue guidance for the third quarter and full year of 2022. For the third quarter, the company anticipates revenue in the range of $46 - $48 million.For the full year, the company anticipates revenue in the range of $160 - $166 million, a year-over-year increase of 48% at the midpoint of the projected range.
Price Target Changed • Aug 05Price target decreased to US$6.50Down from US$7.25, the current price target is an average from 9 analysts. New target price is 54% above last closing price of US$4.21. Stock is down 63% over the past year. The company is forecast to post a net loss per share of US$0.054 next year compared to a net loss per share of US$0.72 last year.
Seeking Alpha • Aug 04Rover Group Q2 GAAP EPS of -$0.02, revenue of $43.4M, guidance below consensusRover Group press release (NASDAQ:ROVR): Q2 GAAP EPS of -$0.02 (vs. -$0.09 Y/Y). Revenue of $43.4M (+77.1% Y/Y). FY22 revenue expected to be in the range of $160M - $166M (vs. consensus of $174.0M) Q3 revenue expected to be in the range of $46M - $48M (vs. consensus of $50.93M) Shares -1.26% AH.
お知らせ • Jul 15Rover Group, Inc. to Report Q2, 2022 Results on Aug 04, 2022Rover Group, Inc. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 04, 2022
Price Target Changed • Jul 07Price target decreased to US$7.64Down from US$8.33, the current price target is an average from 7 analysts. New target price is 88% above last closing price of US$4.06. Stock is down 59% over the past year. The company is forecast to post a net loss per share of US$0.051 next year compared to a net loss per share of US$0.72 last year.
Recent Insider Transactions • Jun 11Co-Founder recently sold US$142k worth of stockOn the 8th of June, Aaron Easterly sold around 29k shares on-market at roughly US$4.86 per share. This was the largest sale by an insider in the last 3 months. Aaron has been a seller over the last 12 months, reducing personal holdings by US$203k.
Seeking Alpha • May 30Rover: Impressive Growth Continued In Q1 2022, Company On The Right TrackWe were very impressed with the growth Rover delivered in the first quarter of 2022. It reinforces our belief that this is a platform that can continue to grow quickly for many more years. At the rate Rover is growing, we estimate that the size of its "economy", or GBV as the company calls it, will reach close to $1 billion in 2022. With the company trading with an enterprise value of ~$745 million, we believe shares are cheap.
Reported Earnings • May 13First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: US$0.045 loss per share (up from US$0.35 loss in 1Q 2021). Revenue: US$27.8m (up 128% from 1Q 2021). Net loss: US$8.15m (loss narrowed 23% from 1Q 2021). Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Over the next year, revenue is forecast to grow 56%, compared to a 7.5% growth forecast for the industry in the US.
Breakeven Date Change • May 12Forecast breakeven date pushed back to 2024The 7 analysts covering Rover Group previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 87% per year to 2023. The company is expected to make a profit of US$23.1m in 2024. Average annual earnings growth of 71% is required to achieve expected profit on schedule.
Major Estimate Revision • May 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$0.06 to -US$0.04 per share. Revenue forecast steady at US$175.5m. Consumer Services industry in the US expected to see average net income growth of 31% next year. Consensus price target down from US$8.33 to US$8.08. Share price fell 25% to US$4.67 over the past week.
お知らせ • May 10Rover Group, Inc. Provides Guidance for the Second Quarter and Full Year of 2022Rover Group, Inc. provided earnings guidance for the second quarter and full year of 2022. For the quarter, the company expects revenue in the range of $41 - $43 million, a year-over-year increase of 72% at the midpoint of the projected range.For the year, the company expects revenue in the range of $160 - $180 million, a year-over-year increase of 55% at the midpoint of the projected range.
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Clammer is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 26Rover Group, Inc. Announces Resignation of Dr. Susan Athey from the Board of DirectorsOn April 21, 2022, Dr. Susan Athey notified Rover Group, Inc. (the Company) that she will be resigning from the Company’s board of directors effective August 4, 2022. Until then, Dr. Athey will continue to serve on the Board and as a member of the audit committee of the Board. Dr. Athey’s decision to resign from the Board was not because of any disagreement with the Company, management or the Board on any matter relating to the Company’s operations, policies or practices.
お知らせ • Apr 20Rover Group, Inc. to Report Q1, 2022 Results on May 09, 2022Rover Group, Inc. announced that they will report Q1, 2022 results After-Market on May 09, 2022
Seeking Alpha • Mar 25Rover: Why You Should Consider Adding This Pet Services Platform To Your PortfolioWe love platform businesses since they tend to have good competitive "moat" characteristics once they reach a given scale. Most well known platform companies are already more than fully valued, such as Airbnb and Uber, so we have to look for smaller verticals. One interesting niche is pet care and pet services, where Rover operates and is becoming the leader in the space. Rover's valuation is not exactly crazy cheap, but at current prices a case can be made that the company offers attractive returns if growth continues for a few more years.
Recent Insider Transactions • Mar 16President & COO recently sold US$69k worth of stockOn the 10th of March, Brent Turner sold around 14k shares on-market at roughly US$4.96 per share. This was the largest sale by an insider in the last 3 months. Brent has been a seller over the last 12 months, reducing personal holdings by US$231k.
Major Estimate Revision • Mar 15Consensus revenue estimates fall by 13%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$200.8m to US$174.1m. Forecast loss of -US$0.06, down from profit of US$0.03 per share profit previously. Consumer Services industry in the US expected to see average net income growth of 72% next year. Consensus price target down from US$13.50 to US$8.33. Share price fell 2.3% to US$4.64 over the past week.
お知らせ • Mar 10+ 1 more updateRover Group, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2022Rover Group, Inc. provided earnings guidance for the first quarter and full year of 2022. For the first quarter, the company expects revenue in the range of $25 million - $27 million, a year-over-year increase of 113% at the midpoint of the projected range.For the year, the company expects revenue in the range of $160 - $180 million, a year-over-year increase of 55% at the midpoint of the projected range.
分析記事 • Mar 10Analysts Have Lowered Expectations For Rover Group, Inc. (NASDAQ:ROVR) After Its Latest ResultsIt's been a mediocre week for Rover Group, Inc. ( NASDAQ:ROVR ) shareholders, with the stock dropping 12% to US$5.13 in...
Reported Earnings • Mar 10Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$0.72 loss per share (up from US$2.00 loss in FY 2020). Revenue: US$109.8m (up 125% from FY 2020). Net loss: US$64.0m (loss widened 11% from FY 2020). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 28%. Over the next year, revenue is forecast to grow 58%, compared to a 11% growth forecast for the industry in the US.
Breakeven Date Change • Mar 10Forecast breakeven date pushed back to 2023The 7 analysts covering Rover Group previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 85% to 2022. The company is expected to make a profit of US$5.89m in 2023. Average annual earnings growth of 68% is required to achieve expected profit on schedule.
Price Target Changed • Mar 03Price target decreased to US$13.50Down from US$15.00, the current price target is an average from 7 analysts. New target price is 133% above last closing price of US$5.80. Stock is down 42% over the past year. The company is forecast to post a net loss per share of US$0.99 next year compared to a net loss per share of US$2.00 last year.
お知らせ • Feb 17Rover Group, Inc. to Report Q4, 2021 Results on Mar 07, 2022Rover Group, Inc. announced that they will report Q4, 2021 results After-Market on Mar 07, 2022