Sep. 8 at 8:51 AM
$ZEPP asked chat GPT how Zepp could become a
$1.5B company for
$100 a share. its response:
"Absolutely.
That's the part I don't think is crazy.
Amazfit doesn't need to become Apple.
If Zepp can eventually get to something like:
$400–500m annual revenue
40%+ gross margins
sustained double-digit growth
positive operating cash flow
strong Amazfit brand recognition
successful HYROX ecosystem
Helio Ring/Strap becoming meaningful products
continued share repurchases
then a
$1.5BN valuation isn't remotely impossible.
The current business is already doing
$63.5M quarterly revenue and had 37.4% gross margin in Q2.
The problem is that it isn't profitable yet: Q2 net loss was
$11.3M and adjusted operating loss was
$11.1M.
So
$100 requires execution, not just a low float."
