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 EventsPlantronics バランスシートの健全性財務の健全性 基準チェック /06主要情報-23,480.40%負債資本比率US$1.50b負債インタレスト・カバレッジ・レシオn/a現金US$154.27mエクイティ-US$6.39m負債合計US$2.18b総資産US$2.17b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Aug 12First quarter 2023 earnings released: US$0.76 loss per share (vs US$0.88 loss in 1Q 2022)First quarter 2023 results: US$0.76 loss per share (up from US$0.88 loss in 1Q 2022). Revenue: US$415.6m (down 3.6% from 1Q 2022). Net loss: US$33.1m (loss narrowed 10% from 1Q 2022). Over the next year, revenue is forecast to grow 6.6%, compared to a 7.9% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Aug 11Plantronics Non-GAAP EPS of $0.37 misses by $0.22, revenue of $416M misses by $2MPlantronics press release (NYSE:POLY): Q1 Non-GAAP EPS of $0.37 misses by $0.22. Revenue of $416M (-3.7% Y/Y) misses by $2M.Seeking Alpha • Jul 11Poly sale to HP approved by European antitrust regulatorPoly's (NYSE:POLY) planned sale to HP Inc. (NYSE:HPQ) was approved by the European Commission. Last month Poly (POLY) shareholders approved the sale to HP (HPQ). HPQ agreed to buy POLY for $40/share in all-cash transaction in late March.Price Target Changed • Jun 28Price target increased to US$40.00Up from US$36.60, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$39.66. The company is forecast to post earnings per share of US$0.057 for next year compared to US$0.42 last year.Major Estimate Revision • Jun 07Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from US$0.50 to US$0.06 per share. Revenue forecast steady at US$1.75b. Net income forecast to shrink 86% next year vs 18% growth forecast for Communications industry in the US . Consensus price target of US$37.67 unchanged from last update. Share price was steady at US$39.54 over the past week.Reported Earnings • May 28Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: US$0.42 (up from US$1.40 loss in FY 2021). Revenue: US$1.68b (down 2.7% from FY 2021). Net income: US$17.9m (up US$75.2m from FY 2021). Profit margin: 1.1% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Over the next year, revenue is forecast to grow 4.8%, compared to a 7.7% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Price Target Changed • Mar 28Price target increased to US$38.75Up from US$34.60, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$39.99. Stock is up 8.6% over the past year. The company is forecast to post earnings per share of US$0.85 next year compared to a net loss per share of US$1.40 last year.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$27.49, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 31x in the Communications industry in the US. Total loss to shareholders of 39% over the past three years.Seeking Alpha • Mar 14Plantronics: Unappealing As A Long-Term ChoicePlantronics aims to capitalize on the increased demand for communication equipment and software. The company has struggled to grow revenue, while net margins are facing pressure. At a current $26.23 price, POLY is trading 43% lower compared to 52-week high levels.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$24.69, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 31x in the Communications industry in the US. Total loss to shareholders of 49% over the past three years.分析記事 • Feb 23When Should You Buy Plantronics, Inc. (NYSE:POLY)?Plantronics, Inc. ( NYSE:POLY ), is not the largest company out there, but it received a lot of attention from a...Reported Earnings • Feb 11Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: US$0.26 loss per share (down from US$0.49 profit in 3Q 2021). Revenue: US$409.6m (down 16% from 3Q 2021). Net loss: US$11.2m (down 156% from profit in 3Q 2021). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 145%. Over the next year, revenue is forecast to stay flat compared to a 9.0% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 10Price target increased to US$36.60Up from US$34.00, the current price target is an average from 5 analysts. New target price is 26% above last closing price of US$28.94. Stock is down 35% over the past year. The company is forecast to post earnings per share of US$0.77 next year compared to a net loss per share of US$1.40 last year.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$29.00, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 36x in the Communications industry in the US. Total loss to shareholders of 24% over the past three years.Recent Insider Transactions Derivative • Nov 06Independent Director notifies of intention to sell stockGuido Karel Jouret intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of November. If the sale is conducted around the recent share price of US$28.34, it would amount to US$77k. Since June 2021, Guido Karel has owned 10.39k shares directly. Company insiders have collectively bought US$163k more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Nov 04Investors Shouldn't Be Too Comfortable With Plantronics' (NYSE:POLY) Robust EarningsUnsurprisingly, Plantronics, Inc.'s ( NYSE:POLY ) stock price was strong on the back of its healthy earnings report...Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 36% share price gain to US$32.24, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 32x in the Communications industry in the US. Total loss to shareholders of 44% over the past three years.Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS US$2.28 (vs US$0.33 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$419.0m (up 2.0% from 2Q 2021). Net income: US$96.8m (up US$110.2m from 2Q 2021). Profit margin: 23% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Price Target Changed • Oct 30Price target decreased to US$36.50Down from US$40.83, the current price target is an average from 6 analysts. New target price is 36% above last closing price of US$26.76. Stock is up 37% over the past year. The company is forecast to post a net loss per share of US$1.14 next year compared to a net loss per share of US$1.40 last year.Recent Insider Transactions • Sep 12President recently bought US$105k worth of stockOn the 7th of September, David Shull bought around 4k shares on-market at roughly US$30.00 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Breakeven Date Change • Jul 31Forecast breakeven pushed back to 2023The 4 analysts covering Plantronics previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 32% to 2022. The company is expected to make a profit of US$34.4m in 2023. Average annual earnings growth of 95% is required to achieve expected profit on schedule.Price Target Changed • Jul 31Price target decreased to US$40.40Down from US$44.17, the current price target is an average from 6 analysts. New target price is 30% above last closing price of US$31.19. Stock is up 56% over the past year.Reported Earnings • Jul 31First quarter 2022 earnings released: US$0.88 loss per share (vs US$1.85 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: US$431.2m (up 21% from 1Q 2021). Net loss: US$36.8m (loss narrowed 51% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.Executive Departure • Jun 16Executive VP & GM of Products Thomas Puorro has left the companyOn the 15th of June, Thomas Puorro's tenure as Executive VP & GM of Products ended after 2.5 years in the role. As of March 2021, Thomas still personally held 56.53k shares (US$2.2m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • May 15Full year 2021 earnings released: US$1.40 loss per share (vs US$20.86 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: US$1.73b (up 1.8% from FY 2020). Net loss: US$57.3m (loss narrowed 93% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.分析記事 • Mar 15Plantronics, Inc. (NYSE:PLT) Shares Could Be 44% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Plantronics, Inc. ( NYSE:PLT ) by taking the forecast...分析記事 • Feb 07Need To Know: Analysts Are Much More Bullish On Plantronics, Inc. (NYSE:PLT)Plantronics, Inc. ( NYSE:PLT ) shareholders will have a reason to smile today, with the analysts making substantial...Reported Earnings • Feb 06Third quarter 2021 earnings released: EPS US$0.49 (vs US$1.97 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$484.7m (up 26% from 3Q 2020). Net income: US$20.1m (up US$98.6m from 3Q 2020). Profit margin: 4.1% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 98% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Price Target Changed • Feb 06Price target raised to US$40.50Up from US$29.67, the current price target is an average from 6 analysts. The new target price is close to the current share price of US$41.85. As of last close, the stock is up 178% over the past year.Analyst Estimate Surprise Post Earnings • Feb 06Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is expected to shrink by 1.2% compared to a 4.2% growth forecast for the Communications industry in the US.Is New 90 Day High Low • Feb 03New 90-day high: US$33.59The company is up 44% from its price of US$23.31 on 04 November 2020. The American market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$51.39 per share.分析記事 • Jan 25Is Now An Opportune Moment To Examine Plantronics, Inc. (NYSE:PLT)?While Plantronics, Inc. ( NYSE:PLT ) might not be the most widely known stock at the moment, it saw a significant share...Is New 90 Day High Low • Jan 06New 90-day high: US$30.08The company is up 121% from its price of US$13.61 on 08 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$49.17 per share.分析記事 • Dec 28If You Had Bought Plantronics' (NYSE:PLT) Shares Three Years Ago You Would Be Down 49%Plantronics, Inc. ( NYSE:PLT ) shareholders will doubtless be very grateful to see the share price up 108% in the last...Is New 90 Day High Low • Nov 24New 90-day high: US$25.50The company is up 62% from its price of US$15.73 on 25 August 2020. The American market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$35.76 per share.Is New 90 Day High Low • Nov 03New 90-day high: US$21.87The company is up 12% from its price of US$19.47 on 05 August 2020. The American market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$33.52 per share.Reported Earnings • Oct 31First half earnings releasedOver the last 12 months the company has reported total losses of US$844.8m, with losses widening by US$708.8m from the prior year. Total revenue was US$1.55b over the last 12 months, down 17% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 31Second-quarter earnings released: Revenue and earnings beat expectationsSecond-quarter revenue exceeded analyst estimates by 9.6% at US$411.0m. Earnings per share (EPS) also surpassed analyst estimates by 31% at -US$0.33. Revenue is forecast to grow 2.4% over the next year, while the growth in Communications industry in the US is expected to stay flat.Price Target Changed • Oct 30Price target raised to US$20.00Up from US$18.50, the current price target is an average from 6 analysts. The new target price is 5.3% above the current share price of US$18.99. As of last close, the stock is down 53% over the past year.Is New 90 Day High Low • Sep 24New 90-day low: US$11.18The company is down 18% from its price of US$13.59 on 26 June 2020. The American market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$23.37 per share.分析記事 • Jul 09Estimating The Fair Value Of Plantronics, Inc. (NYSE:PLT)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Plantronics, Inc...財務状況分析短期負債: POLYは マイナスの株主資本 を有しており、これは 短期資産 が 短期負債 をカバーしていないことよりも深刻な状況です。長期負債: POLYは株主資本がマイナスであり、これは短期資産が 長期負債 をカバーしていないことよりも深刻な状況です。デット・ツー・エクイティの歴史と分析負債レベル: POLYは 株主資本がマイナス となっており、これは高い負債レベルよりも深刻な状況です。負債の削減: POLYの株主資本はマイナスなので、時間の経過とともに負債が減少したかどうかを確認する必要はありません。債務返済能力: POLYの 営業キャッシュフロー はマイナスであるため、負債は十分にカバーされていません。インタレストカバレッジ: POLYの負債に対する 利息支払い が EBIT によって 十分にカバーされている かどうかを判断するにはデータが不十分です。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 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2022/08/29 13:34終値2022/08/26 00:00収益2022/07/02年間収益2022/04/02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Plantronics, Inc. 3 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。11 アナリスト機関Reik ReadBairdYi-Dan WangDeutsche BankAmit DaryananiEvercore ISI8 その他のアナリストを表示
Reported Earnings • Aug 12First quarter 2023 earnings released: US$0.76 loss per share (vs US$0.88 loss in 1Q 2022)First quarter 2023 results: US$0.76 loss per share (up from US$0.88 loss in 1Q 2022). Revenue: US$415.6m (down 3.6% from 1Q 2022). Net loss: US$33.1m (loss narrowed 10% from 1Q 2022). Over the next year, revenue is forecast to grow 6.6%, compared to a 7.9% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Aug 11Plantronics Non-GAAP EPS of $0.37 misses by $0.22, revenue of $416M misses by $2MPlantronics press release (NYSE:POLY): Q1 Non-GAAP EPS of $0.37 misses by $0.22. Revenue of $416M (-3.7% Y/Y) misses by $2M.
Seeking Alpha • Jul 11Poly sale to HP approved by European antitrust regulatorPoly's (NYSE:POLY) planned sale to HP Inc. (NYSE:HPQ) was approved by the European Commission. Last month Poly (POLY) shareholders approved the sale to HP (HPQ). HPQ agreed to buy POLY for $40/share in all-cash transaction in late March.
Price Target Changed • Jun 28Price target increased to US$40.00Up from US$36.60, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$39.66. The company is forecast to post earnings per share of US$0.057 for next year compared to US$0.42 last year.
Major Estimate Revision • Jun 07Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from US$0.50 to US$0.06 per share. Revenue forecast steady at US$1.75b. Net income forecast to shrink 86% next year vs 18% growth forecast for Communications industry in the US . Consensus price target of US$37.67 unchanged from last update. Share price was steady at US$39.54 over the past week.
Reported Earnings • May 28Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: US$0.42 (up from US$1.40 loss in FY 2021). Revenue: US$1.68b (down 2.7% from FY 2021). Net income: US$17.9m (up US$75.2m from FY 2021). Profit margin: 1.1% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Over the next year, revenue is forecast to grow 4.8%, compared to a 7.7% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Price Target Changed • Mar 28Price target increased to US$38.75Up from US$34.60, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$39.99. Stock is up 8.6% over the past year. The company is forecast to post earnings per share of US$0.85 next year compared to a net loss per share of US$1.40 last year.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$27.49, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 31x in the Communications industry in the US. Total loss to shareholders of 39% over the past three years.
Seeking Alpha • Mar 14Plantronics: Unappealing As A Long-Term ChoicePlantronics aims to capitalize on the increased demand for communication equipment and software. The company has struggled to grow revenue, while net margins are facing pressure. At a current $26.23 price, POLY is trading 43% lower compared to 52-week high levels.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$24.69, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 31x in the Communications industry in the US. Total loss to shareholders of 49% over the past three years.
分析記事 • Feb 23When Should You Buy Plantronics, Inc. (NYSE:POLY)?Plantronics, Inc. ( NYSE:POLY ), is not the largest company out there, but it received a lot of attention from a...
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: US$0.26 loss per share (down from US$0.49 profit in 3Q 2021). Revenue: US$409.6m (down 16% from 3Q 2021). Net loss: US$11.2m (down 156% from profit in 3Q 2021). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 145%. Over the next year, revenue is forecast to stay flat compared to a 9.0% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 10Price target increased to US$36.60Up from US$34.00, the current price target is an average from 5 analysts. New target price is 26% above last closing price of US$28.94. Stock is down 35% over the past year. The company is forecast to post earnings per share of US$0.77 next year compared to a net loss per share of US$1.40 last year.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$29.00, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 36x in the Communications industry in the US. Total loss to shareholders of 24% over the past three years.
Recent Insider Transactions Derivative • Nov 06Independent Director notifies of intention to sell stockGuido Karel Jouret intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of November. If the sale is conducted around the recent share price of US$28.34, it would amount to US$77k. Since June 2021, Guido Karel has owned 10.39k shares directly. Company insiders have collectively bought US$163k more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Nov 04Investors Shouldn't Be Too Comfortable With Plantronics' (NYSE:POLY) Robust EarningsUnsurprisingly, Plantronics, Inc.'s ( NYSE:POLY ) stock price was strong on the back of its healthy earnings report...
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 36% share price gain to US$32.24, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 32x in the Communications industry in the US. Total loss to shareholders of 44% over the past three years.
Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS US$2.28 (vs US$0.33 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$419.0m (up 2.0% from 2Q 2021). Net income: US$96.8m (up US$110.2m from 2Q 2021). Profit margin: 23% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Oct 30Price target decreased to US$36.50Down from US$40.83, the current price target is an average from 6 analysts. New target price is 36% above last closing price of US$26.76. Stock is up 37% over the past year. The company is forecast to post a net loss per share of US$1.14 next year compared to a net loss per share of US$1.40 last year.
Recent Insider Transactions • Sep 12President recently bought US$105k worth of stockOn the 7th of September, David Shull bought around 4k shares on-market at roughly US$30.00 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Breakeven Date Change • Jul 31Forecast breakeven pushed back to 2023The 4 analysts covering Plantronics previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 32% to 2022. The company is expected to make a profit of US$34.4m in 2023. Average annual earnings growth of 95% is required to achieve expected profit on schedule.
Price Target Changed • Jul 31Price target decreased to US$40.40Down from US$44.17, the current price target is an average from 6 analysts. New target price is 30% above last closing price of US$31.19. Stock is up 56% over the past year.
Reported Earnings • Jul 31First quarter 2022 earnings released: US$0.88 loss per share (vs US$1.85 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: US$431.2m (up 21% from 1Q 2021). Net loss: US$36.8m (loss narrowed 51% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
Executive Departure • Jun 16Executive VP & GM of Products Thomas Puorro has left the companyOn the 15th of June, Thomas Puorro's tenure as Executive VP & GM of Products ended after 2.5 years in the role. As of March 2021, Thomas still personally held 56.53k shares (US$2.2m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • May 15Full year 2021 earnings released: US$1.40 loss per share (vs US$20.86 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: US$1.73b (up 1.8% from FY 2020). Net loss: US$57.3m (loss narrowed 93% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 15Plantronics, Inc. (NYSE:PLT) Shares Could Be 44% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Plantronics, Inc. ( NYSE:PLT ) by taking the forecast...
分析記事 • Feb 07Need To Know: Analysts Are Much More Bullish On Plantronics, Inc. (NYSE:PLT)Plantronics, Inc. ( NYSE:PLT ) shareholders will have a reason to smile today, with the analysts making substantial...
Reported Earnings • Feb 06Third quarter 2021 earnings released: EPS US$0.49 (vs US$1.97 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$484.7m (up 26% from 3Q 2020). Net income: US$20.1m (up US$98.6m from 3Q 2020). Profit margin: 4.1% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 98% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Price Target Changed • Feb 06Price target raised to US$40.50Up from US$29.67, the current price target is an average from 6 analysts. The new target price is close to the current share price of US$41.85. As of last close, the stock is up 178% over the past year.
Analyst Estimate Surprise Post Earnings • Feb 06Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is expected to shrink by 1.2% compared to a 4.2% growth forecast for the Communications industry in the US.
Is New 90 Day High Low • Feb 03New 90-day high: US$33.59The company is up 44% from its price of US$23.31 on 04 November 2020. The American market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$51.39 per share.
分析記事 • Jan 25Is Now An Opportune Moment To Examine Plantronics, Inc. (NYSE:PLT)?While Plantronics, Inc. ( NYSE:PLT ) might not be the most widely known stock at the moment, it saw a significant share...
Is New 90 Day High Low • Jan 06New 90-day high: US$30.08The company is up 121% from its price of US$13.61 on 08 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$49.17 per share.
分析記事 • Dec 28If You Had Bought Plantronics' (NYSE:PLT) Shares Three Years Ago You Would Be Down 49%Plantronics, Inc. ( NYSE:PLT ) shareholders will doubtless be very grateful to see the share price up 108% in the last...
Is New 90 Day High Low • Nov 24New 90-day high: US$25.50The company is up 62% from its price of US$15.73 on 25 August 2020. The American market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$35.76 per share.
Is New 90 Day High Low • Nov 03New 90-day high: US$21.87The company is up 12% from its price of US$19.47 on 05 August 2020. The American market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$33.52 per share.
Reported Earnings • Oct 31First half earnings releasedOver the last 12 months the company has reported total losses of US$844.8m, with losses widening by US$708.8m from the prior year. Total revenue was US$1.55b over the last 12 months, down 17% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 31Second-quarter earnings released: Revenue and earnings beat expectationsSecond-quarter revenue exceeded analyst estimates by 9.6% at US$411.0m. Earnings per share (EPS) also surpassed analyst estimates by 31% at -US$0.33. Revenue is forecast to grow 2.4% over the next year, while the growth in Communications industry in the US is expected to stay flat.
Price Target Changed • Oct 30Price target raised to US$20.00Up from US$18.50, the current price target is an average from 6 analysts. The new target price is 5.3% above the current share price of US$18.99. As of last close, the stock is down 53% over the past year.
Is New 90 Day High Low • Sep 24New 90-day low: US$11.18The company is down 18% from its price of US$13.59 on 26 June 2020. The American market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$23.37 per share.
分析記事 • Jul 09Estimating The Fair Value Of Plantronics, Inc. (NYSE:PLT)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Plantronics, Inc...