BOX Stock Stumbling Out of the Gate

Mar 12, 2015, 11:41 am EDT
BOX Stock Stumbling Out of the Gate

Welcome to the public markets, Box Inc (NYSE:BOX). It can definitely be brutal.

Box Inc, which operates a cloud-based collaboration and storage platform, pulled off its IPO in late January and the stock surged a tidy 66% on its first day of trading. But since then, the performance has been pretty awful.

As of now, BOX stock is down about 30% from its high. Read 

What to Expect From the Etsy IPO

Mar 5, 2015, 11:02 am EDT
What to Expect From the Etsy IPO

As widely expected, Etsy, Inc. has filed for an IPO. The company, which operates an e-commerce marketplace to sell handmade crafts, plans to list on the Nasdaq under the ticker of ETSY.

The lead underwriters on the deal include Goldman Sachs Group Inc (NYSE:GS) and Morgan Stanley (NYSE:MS).

Unlike many S-1’s, which tend to be dry and boring (hey, they are often drafted by many attorneys!), the one from Etsy is definitely written with lots of flourish. Here’s just a sample: Read 

Alibaba Struggling With Tarnished Reputation (BABA)

Mar 5, 2015, 6:15 am EDT
Alibaba Struggling With Tarnished Reputation (BABA)

Last September, Chinese ecommerce giant Alibaba Group Holding Ltd (NYSE:BABA) pulled off history’s largest IPO, raising about $25 billion. But life as a public company has not been smooth.

BABA stock is off about 32% from its high, as a variety of top hedge funds — like Eton Park Capital Management LP, and Omega Advisors and Appaloosa Management — have unloaded their positions.

And while we’d all like to believe that the market is overreacting, giving investors a chance to grab BABA stock for cheap, there are a few lingering concerns that might keep investors away from Alibaba. Read 

Wayfair Stock Shooting Higher, But Don’t Get Excited Yet

Mar 4, 2015, 12:19 pm EDT
Wayfair Stock Shooting Higher, But Don’t Get Excited Yet

Wayfair Inc (NYSE:W), which operates an e-commerce platform for home products, got a nice lift today. On news of its fourth-quarter results, W shares are up a sizzling 17% and are challenging $30 per share.

But investors should probably be cautious on this move. Since coming public in early October, Wayfair has been extremely volatile, with the price reaching as high $39.43 and a low of $16.74.

But let’s first take a deeper look at the earnings report. Read 

Mobileye Stock Gets Back Into Gear (MBLY)

Feb 26, 2015, 12:38 pm EDT
Mobileye Stock Gets Back Into Gear (MBLY)

Mobileye NV (NYSE:MBLY), which develops advanced safety systems for cars, pulled off a red-hot IPO back in late July. But since then, investors have felt lots of pain. Mobileye stock is off about 38% since its peak in October.

The latest Mobileye earnings report, however, was certainly encouraging. Fourth-quarter revenues climbed 26.4% to $39.7 million and adjusted earnings came to 6 cents per share. The Street consensus was only for revenue of $36.4 million and adjusted earnings of 5 cents per share.

MBLY also cranked out a hefty $50.8 million in free cash flows in Fiscal 2014, demonstrating the strong leverage in the business model. In all, the company has $418 million in the bank. Read 

GoDaddy IPO: Headed for The Big Board

Feb 25, 2015, 12:11 pm EDT
GoDaddy IPO: Headed for The Big Board

GoDaddy Inc., which is a top seller of domains and web hosting services, has published its latest S-1, which shows that the company plans to list its shares on the NYSE under the ticker of GDDY. The company also disclosed its updated financials — and they indicate that the company is still growing at a nice pace.

During last year, GoDaddy posted revenues of $1.4 billion, up 22.7%, and the adjusted earnings before interest, taxes, depreciation, and amortization came to $271.5 million. This growth came even though the company’s core business is considered fairly mature. Yet during 2014, the domains segment posted an increase 13.7% to $763.3 and the hosting business saw a 33.4% jump to $507.9 million.

It certainly helps that GoDaddy continues to grow its customer base, which was up 9.7% last year to 12.7 million. Read 

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