Citizens JMP cuts Fiverr stock rating on GSV contraction outlook

Published 20/02/2025, 07:08
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On Thursday, Citizens JMP issued a downgrade for Fiverr International Ltd . (NYSE:FVRR) stock, shifting from a ’Market Outperform’ to a ’Market Perform’ rating. The adjustment follows Fiverr’s latest earnings report, which, despite surpassing revenue expectations for the fourth quarter of 2024, projected a continued decline in Gross Services Volume (GSV) for 2025. The company’s forecast is influenced by persistent macroeconomic challenges. The stock has experienced a significant 7.95% decline over the past week, although InvestingPro data shows it maintains a "GOOD" overall Financial Health Score.

Fiverr’s fourth-quarter revenue exceeded the consensus estimates by 2%, while its EBITDA aligned with expectations. Looking ahead to 2025, Fiverr anticipates revenue to be 3% higher than the consensus forecasts, although EBITDA is projected to be 2% lower. The company has indicated that it expects revenue growth to be driven by enhanced monetization of advertising products and the introduction of new offerings, such as Fiverr Go. Notable strengths include an impressive gross profit margin of 82% and strong liquidity, with current assets exceeding short-term obligations. InvestingPro analysis reveals 12 additional key insights about Fiverr’s financial position and growth prospects.

The downgrade reflects a cautious stance on Fiverr’s performance in the face of macroeconomic factors that could potentially impact its business operations. The analyst’s comments point to a challenging environment that Fiverr will have to navigate, particularly with the anticipated contraction in GSV.

Fiverr, an online marketplace for freelance services, has been focusing on expanding its service offerings and improving its ad monetization strategies. These efforts are part of the company’s broader strategy to grow its revenue streams amid a competitive and uncertain economic landscape.

The stock market reacted to the news from Citizens JMP, with investors considering the implications of the downgrade for Fiverr’s future performance. The company’s ability to execute its growth strategies against the backdrop of a predicted GSV contraction will be closely watched by market participants.

In other recent news, Fiverr International Ltd. reported its fourth-quarter 2024 earnings, surpassing analyst expectations. The company achieved an earnings per share of 0.64, exceeding the forecast of 0.61, and reported revenue of $103.7 million, which was higher than the anticipated $101.37 million. This performance marked a 13% year-over-year increase in revenue. Fiverr also launched FiverrGo, an AI-driven platform aimed at enhancing service offerings. Looking ahead, Fiverr projects a revenue growth of 8-12% for 2025, with significant contributions expected from AI and platform development. Additionally, Fiverr’s annual report highlighted its continued growth, with the platform facilitating collaborations for nearly 4 million customers globally. The company’s marketplace revenue for the full year 2024 was $303.1 million, and its services revenue saw a 62% increase, reaching $88.4 million. Analyst firms such as Goldman Sachs and Oppenheimer have shown interest in Fiverr’s strategic initiatives and future growth potential.

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