Bullish Case: Q4 revenue exceeded forecasts with a profitable streak. Insider investments align with shareholder interests, suggesting confidence in growth sustainability despite guidance miss.


Bearish Case: Guidance miss and recent share price drop reflect market skepticism. Maintaining past EPS growth becomes challenging amid uncertain economic conditions.


Potential Outcomes:

1) Market reassesses guidance miss as transitory: 30%.

2) Further selloff if next quarter underwhelms: 40%.

3) Stabilization and gradual recovery if macro conditions improve: 30%.


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March 30, 2024


DoubleVerify Forecast

DV        DoubleVerify
Price Forecast: NEUTRAL    Price Action: MEAN REVERTING (?)











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