$FVRR

2 theses

bullish 50%neutral 0%bearish 50%

Avg return (3m)

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Win rate (3m)

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1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 17, 4:30 PM ET

$FVRRr/ValueInvestingDiscussionbearish

u/Far-East-locker · 38d ago6 prior · awaiting results

AI might not kill SaaS it is killing Freelancer & Digital Content platform

Fiverr operates in a marketplace threatened by AI automation of low-cost, transactional gigs. While higher-skill freelancers may have some chance to adapt, the structural shift toward AI-generated content and automation will continue eroding the platform's value proposition and growth.

At post $8.75Now $8.74-0.1% since postedas of Sep 17, 4:30 PM ET

1d-1.0%

3d+3.0%

1w+1.4%

1m+2.1%

3m—

6m—

1y—

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$FVRRr/ValueInvestingStock Analysisbullish

u/12T456 · 396d agono track record yet

I Found Another Home Run Stock

FVRR trades at a compressed forward PE of 8 despite 15% annual growth, high 80%+ gross margins, and profitable operations. The stock has declined from $300 to $20 amid AI concerns, but management believes AI will accelerate growth; strong cash position and active buybacks (~10% authorization) reduce downside risk.

Now $8.74as of Sep 17, 4:30 PM ET

original post →

End of results.