TRADE ALERT: SELL DAVE; TARGET REACHED
7 months ago
Deep Value Returns
"DAVE sell: Hit $135 target ahead of schedule, now $150. Strong recent earnings confirmed inflection thesis of 38% Y/Y growth for 2025 with $170M EBITDA/$125M FCF. Valued at 16x forward FCF, potentially worth 20x (~$2.6B). Taking profits to maintain 15% CAGR portfolio discipline."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
TRADE ALERT: SELL DAVE; TARGET REACHED
Source:
Deep Value Returns
Published:
May 9, 2025
Idea Type:
Stock Idea