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Bullish Case: Zuora is eyeing a sale with potential acquirers interested, indicative of unrecognized value. Partnership expansions such as with Avalara, growth initiatives in digital mandates, and recent stock uptrend suggest strong near-term potential.


Bearish Case: Zuora faces significant headwinds with below-average growth, sales execution risks, and negative cash flow. Recent executive sales of stock and substantial workforce reductions depict potential internal turmoil and strategic desperation.


Potential Outcomes:

1. Sale of company succeeds, stock rallies (~30% probability).

2. No sale and continued execution issues drive stock lower (~50% probability).

3. Market underrates turnaround efforts, leading to stability or moderate growth (~20% probability).


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April 19, 2024


Zuora Forecast

ZUO        Zuora
Price Forecast: BULLISH    Price Action: MEAN REVERTING (?)











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