StockStory Backs Lyft at $13.19, Flags Bumble and Coursera as Sells

1 articles · Updated · stockstory.org · May 20

Lyft was named the lone consumer-internet buy by StockStory, while Bumble and Coursera were tagged sells in a sector that has fallen 11.5% over six months.
StockStory said Lyft’s 12.9% annual Active Rider growth, 69.1% three-year EPS growth and a 24.1-point free-cash-flow margin improvement give it a more durable edge.
Bumble drew a negative view after paying users declined 3.1%, average revenue per buyer fell 16.8% annually and sales are projected to drop 10.6% over the next 12 months.
Coursera was also rated a sell because expected 6.3% sales growth signals slowing demand, while a 54.5% gross margin and heavy marketing spend point to weaker operating leverage.
The calls come as consumer-internet stocks lag badly behind the S&P 500, which has risen 13.2% over the same period.

With a major operating loss, is Lyft's impressive growth story a mirage for investors?

As consumers cut spending, why is ridesharing a buy while dating and online learning are not?

Can Bumble's AI-powered rebrand overcome widespread 'app fatigue' and regain user trust?