while its not growing as it used to, but still revenue growth accelerated to 14%, NRR back to 100%, super quality new management accelerated product velocity, while maintianing EBITDA margin 40+% and FCF 15%. AI is a big tailwind, but they do not over invest in learning models and focus on inference. Going to resolve convertible debt issue by yearend.
It's trading at forward P/E of 15. Just to cheap to ignore as the market gave 2nd chance post ER
It's trading at forward P/E of 15. Just to cheap to ignore as the market gave 2nd chance post ER
Trade active
long 10% position at 29. target 40-45
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.