· 个股论点

UPWK 财报后扩利成功,估值偏低有望重估。

涉及标的:

中文翻译

$UPWK 在今天财报发布后,加上空头头寸/分析师上调评级,将会进行一些重新定价。 他们所需要做的只是在其 78% 的毛利率基础上扩大营业利润率,而他们做到了。 一家市值 15 亿美元的公司,实现 7.7 亿美元财年营收,营业利润率增长,且拥有强劲的现金头寸。

英文原文

$UPWK is will do some repricing after earnings today + short interest/analyst upgrades. All they needed to do was expand operating margins on their 78% gross margins and they did. 1.5B company doing 770m FY revenue, growing operating margins, and a strong cash position.

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