As always, would appreciate your views for ZOMD going forward.
It has drifted, and its small size and weak momentum have likely kept new buyers at bay. It remains cash flush with $25M, but consensus (only one analyst) does call for lower earnings this year. Q3 revenue was lower than the prior year and also missed the one estimate. We still think it has decent prospects longer term. The ad market has not been great recently, with concern on AI and also announcements from GOOG and others with potentially competing products. But essentially the stock has drifted on no news. Nothing really since the Q3. We like it, but are a bit more wary today and it needs to watched closely. We would like to see revenue growth improve, of course. Insiders own 26% and there has been a bit of selling.
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