Direct ISIN: US25461T1051 Forum: Aktien User: DeRitter

Wenn das ATH von 14.31$ überwunden wird könnte es Richtung 16.29$ 78.6 Extension gehen

50er und 61,8er retracement hat gut gehalten und man könnte nochmal nachlegen. Mal sehen ob wir nächste Woche ein neues ATH hinbekommen.

Guter und wichtiger Punkt. Bin optimistisch gerade weil Q4 immer stärker ausfällt. „We initially expected to see the impact of these investments in 2024, however, we are pleased to report that these benefits have arrived much earlier in 2023. Our strong technology partnerships and our overarching business strategy have enabled us to meet a growing number of customers' „

Concentration of customers Seite 9

https://ir.directdigitalholdings.com/sec-filings/all-sec-filings/content/0001558370-23-018620/0001558370-23-018620.pdf

Somit ein hohes Risiko, da der Kunde bisher nicht namentlich bekannt ist

Einziges Manko: das gesamteWachstum kommt von nur einem Kunden. Dieser stellt fast 90 des gesamten Umsatzes. Kann man in filings nachlesen.

Kann mich nur diesem Beitrag anschließen „DRCT is currently valued at 0.7 x rev, 13 FE in the sector where 2 x rev is the minimum, 3.5 x rev is the norm...20 FE is the minimum and varies between 35 ~100 FE. That's why you should focus more on the revenue side for the valuation. To catch up the revenue side valuation it should be traded at $28, the earning side minimum $16 and $28 for the norm. No matter how you look at it, DRCT is very much undervalued and still in the very early stage of accumulation. It will not get there overnight but it will. Short squeeze is just the icing on the cake.“

December 3 – December 5, 2023 Noble Capital Markets 19th Annual Emerging Growth Equity Conference https://ir.directdigitalholdings.com/news-events/ir-calendar

Aktuell haben wir eine Marktkapitalisierung von 190 Mio $ erreicht, entspricht der Umsatzprognose von 2023. Wenn man einen vergleicht zu Magnite zieht… hier liegt die Marketcap bei 1,2 Mrd und ein Umsatz von 400 Mio und das bei durchgehend roten Zahlen.

Direct Digital Holdings (DRCT – Research Report), the Communication Services sector company, was revisited by a Wall Street analyst today. Analyst Darren Aftahi from Roth MKM remains neutral on the stock and has a $12.50 price target.

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Third Quarter 2023 Financial Highlights: Revenue was $59.5 million in the third quarter of 2023, an increase of $33.5 million, or 129% over the $26.0 million in the same period of 2022. Sell-side advertising segment revenue grew to $51.6 million and contributed $32.8 million of the increase, or 174% growth over the $18.9 million of sell-side revenue in the same period of 2022. Buy-side advertising segment revenue grew to $7.9 million and contributed $0.7 million of the increase, or 10% growth over the $7.1 million of buy-side revenue in the same period of 2022. Consolidated operating income in the third quarter of 2023 was $4.5 million compared to consolidated operating income of $1.8 million in the same period of 2022, an increase of 144% year-over-year. Net income was $3.4 million in the third quarter of 2023, compared to net income of $0.8 million in the same period of 2022, an increase of 313% year-over-year. Adjusted EBITDA(1) was $5.4 million in the third quarter of 2023, compared to $2.4 million in the same period of 2022, an increase of 123% year-over-year.

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https://ir.directdigitalholdings.com/news-events/press-releases/detail/79/direct-digital-holdings-selects-hpe-greenlake-to-deliver