Posts on IAC

Latest ideas and analyses related to IAC/InterActiveCorp Common Stock

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IAC

+32 pts



Q2 Shows Roadblocks to Rebuilding the Castle

By josiebe on Aug. 11, 2022, 12:18 p.m.
Tagged topics: earnings results

Views: 16, Votes: 3, Responses: 0, Attachments: 1
EXPE , EBAY , VZIO , RDFN , ZG , ABNB , BKNG , VMEO , ANGI , IAC , EDR , MAPS , ISPO

+35 pts



Internet 2Q22 Earnings Preview: Wave 2

By junkfoodlover on July 26, 2022, 2:04 p.m.
Tagged topics: earnings preview

Views: 24, Votes: 4, Responses: 0, Attachments: 1
DFS , IAC , MAT , MNST , PXD , COIN , RL , VFC

+55 pts



Top 25 Tactical Trades for Earnings Season

By ethonomics on July 13, 2022, 1:34 p.m.
Tagged topics: upside to estimates , downside to estimates

Views: 44, Votes: 7, Responses: 1, Attachments: 1
IAC

+40 pts



$IAC Deep Dive: Rebuilding the Castle

By cassie on June 28, 2022, 4:17 p.m.
Tagged topics: deep dive

Views: 24, Votes: 5, Responses: 1, Attachments: 1
GDRX , NFLX , RBLX , EBAY , FTDR , AMZN , UBER , FB , GOOGL , IAC , ANGI , MTCH , BMBL , ABNB , UBI

+48 pts



Revisiting Our Industry Framework For A Volatile Environment; NFLX, RBLX, EBAY & FTDR to Sell

By ethonomics on June 10, 2022, 4:06 p.m.
Tagged topics: deep dive , analyst downgrade

Views: 72, Votes: 4, Responses: 1, Attachments: 1
AMZN , UBER , GDDY , IAC , LYFT , WIX , SONO , CHGG , UPWK , UDMY , PUBM

+38 pts



Analysts lower estimates and targets across Internet names on deteriorating macro and fundamentals

By josiebe on May 31, 2022, 10:54 a.m.
Tagged topics: macro pressures , analyst lowers estimates , analyst lowers target

Views: 170, Votes: 5, Responses: 0, Attachments: 1
IAC

+75 pts



Taking Out The Shopping List Amidst A Horrendous Internet Tape

By toastcrunch.info on May 19, 2022, 8:58 a.m.
Tagged topics: Internet

Views: 25, Votes: 6, Responses: 0, Attachments: 1
IAC

+31 pts



$IAC - growth in core engines continues to decelerate

By junkfoodlover on Jan. 13, 2022, 1:37 p.m.
Tagged topics: analyst checks

Views: 30, Votes: 1, Responses: 0, Attachments: 1
UPWK , ACVA , VCSA , BRDS , NRDY , ENJY , KIND , GDRX , IAC , ANGI , FTDR , XMTR , FVRR , ZIP , COUR

+46 pts



Deep dive on small cap internet sector

By ethonomics on Jan. 7, 2022, 1:49 p.m.
Tagged topics: deep dive

Views: 84, Votes: 4, Responses: 1, Attachments: 4
GOOGL , AMZN , FB , NFLX , SNAP , PINS , TWTR , UBER , DASH , LYFT , SPOT , PTON , ABNB , BKNG , EXPE , TRIP , TRVG , EBAY , CHWY , GDRX , FTCH , FVRR , CHGG , ZIP , WISH , CRTO , CDLX , NRDY , GRPN , MTCH , BMBL , ROKU , VZIO , IAC , ANGI , ZD , VMEO , FTDR , YELP , SFIX , MAX , EVER , OPAD , EB

+68 pts



Analysts' Internet Top Picks for 2022 include a mix of GARP ($AMZN $FB $TWTR), secular subscription winners ($NFLX $SPOT) and reopening names ($UBER $BMBL $MTCH)

By phenphen on Dec. 15, 2021, 11:39 a.m.
Tagged topics: 2022 outlook

Views: 174, Votes: 9, Responses: 1, Attachments: 1
MTCH , IAC

+32 pts



Jefferies key takeaways from expert calls on $MTCH and $IAC

By junkfoodlover on Sept. 20, 2021, 2:45 p.m.
Tagged topics: dating apps , travel recovery , Jefferies , expert panel

Views: 64, Votes: 2, Responses: 0, Attachments: 2
IAC

+31 pts



$IAC - ANGI underperformance continues to weigh on shares, but analysts optimistic the ship will get back on course

By rIsILAwr on Aug. 6, 2021, 12:39 p.m.
Tagged topics: buying opportunity , Barclays , Jefferies , Dotdash , Care.com , ANGI underperformance

Views: 185, Votes: 1, Responses: 0, Attachments: 4
IAC , VMEO

+30 pts



$IAC - Piper Sandler sees 'opportunistic entry point' for stock post $VMEO spin

By puckerman17 on June 11, 2021, 10:17 a.m.
Tagged topics: valuations , buying opportunity , analyst checks , spin-off , Piper Sandler , Vimeo spin

Views: 223, Votes: 1, Responses: 0, Attachments: 8
IAC

+30 pts



$IAC - surprise CFO departure likely to raise questions, but does not change the bullish thesis of the stock

By rIsILAwr on June 9, 2021, 11:29 a.m.
Tagged topics: buying opportunity , thesis unchanged , management departure , Jefferies

Views: 218, Votes: 1, Responses: 0, Attachments: 1
IAC

+30 pts



$IAC - JP Morgan's Vimeo Spin valuation cheat sheet: Vimeo is now valued at $10.2bn

By puckerman17 on May 24, 2021, 1:14 p.m.
Tagged topics: JP Morgan , Vimeo , Vimeo spin , cheatsheet

Views: 54, Votes: 1, Responses: 0, Attachments: 6
IAC , ANGI

+30 pts



$IAC, $ANGI - JP Morgan says ANGI is going all in on fixed pricing, believes this is the 'absolute right decision' despite margin pressures

By rIsILAwr on May 10, 2021, 10:06 a.m.
Tagged topics: valuations , earnings results , JP Morgan , Vimeo , Dotdash , Care.com , Vimeo spin

Views: 197, Votes: 1, Responses: 0, Attachments: 17
IAC

+31 pts



$IAC - Jefferies says Vimeo is investing to set up for accelerating growth in 2022 driven by digital transformation

By puckerman17 on May 7, 2021, 4:44 p.m.
Tagged topics: accelerating growth , digital transformation , Jefferies , Vimeo , Vimeo spin

Views: 200, Votes: 3, Responses: 0, Attachments: 1
IAC

+32 pts



$IAC - Jefferies expects investor focus to shift to ANGI, Dotdash, and capital allocation with Vimeo spin in sight and $3bn of cash

By puckerman17 on May 5, 2021, 11:48 a.m.
Tagged topics: capital allocation , earnings preview , Jefferies , Vimeo , Dotdash , Care.com

Views: 181, Votes: 2, Responses: 0, Attachments: 3
IAC , ANGI

+32 pts



$IAC, $ANGI - JP Morgan says ANGI's growth in Mar were notably better even after normalizing for easier comps, estimates IAC stub trading at $10bn

By rIsILAwr on April 12, 2021, 10:44 p.m.
Tagged topics: buying opportunity , spin-off , home improvement , JP Morgan , Vimeo , upside to estimates , Dotdash

Views: 211, Votes: 2, Responses: 0, Attachments: 6
IAC

+30 pts



$IAC - Piper Sandler expects Vimeo spin off to occur in May and begin trading in mid-May

By puckerman17 on March 25, 2021, 3:49 p.m.
Tagged topics: buying opportunity , spin-off , investor day , mergers and acquisitions , Piper Sandler , Vimeo

Views: 233, Votes: 1, Responses: 0, Attachments: 3