Aug. 20 at 1:09 PM
$OPRA Analyst roundup post ER:
Lake Street: Buy,
$24
Goldman Sachs: Buy,
$24.50
TD Cowen: Buy,
$33
B. Riley: Buy,
$27
Mean target:
$27 (+70% upside)
I largely agree, although I think around
$30 is fair value at the present, given the immense growth rate, consistent rule of 40 performance and the upside potential of Agentic browsing. Risks are purely to the upside, if Neon catches on
$50+ in 12 months is nothing, weâve seen the AI trade play out across the market.
This doesnât factor in their fintech business at all, thatâs all gravy.
Will make this my largest position going forward, 100% return with a 5% dividend yield on top.
All this one needs is some eyesâŚ
$SPY $NVDA