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35

PERI

📡 Communication Services

Perion Network Ltd.

Conservative #959Aggressive #1367Low RiskHigh 85
$8.35+2.14%
Day High$8.36
Day Low$8.21
Volume0.0M
Mkt Cap$346M
52W Low $752W High $12
Market Cap
$373M
P/E Ratio
N/A
Rev Growth
-11.7%
Sector avg: 15.8%
Earnings Growth
-162.9%
Profit Margin
-1.8%
Sector avg: -116.3%
Debt/Equity
0.06

Why This Score

PERI scores 36.1 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Minimal leverage (D/E 0.06) provides financial flexibility and downside protection.
  • High conviction (85/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 5-point penalty for execution risk.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.

Moderate penalties (-6.7 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score36.1
Fundamental Score44.0
ML Score18.0

Score by Horizon

3 Month
54.5
6 Month
60.9
Primary
1 Year
64.1

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns
Quality Flags
High accrual ratio (649.0%) — earnings quality concern

Position Sizing

Suggested Allocation
5%
Confidence
medium

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
41
Neutral
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
47
Grade Clow dollar volume, small cap
Base
33.9
SHAP
+1.2
Factors
+0.9
Conviction
+1.8
Divergence
-1.6
Final
36.1
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)37.0
Technical (Momentum, Weinstein, Volatility)52.0
External (Sentiment, Analyst, Macro)60.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-3.8% to +2.4%
Medium-term
-4.8% to +4.3%
Long-term
-10.6% to +2.6%

ML Model Core Features100 trained inputs → ML Score: 18

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+0.0%
Coverage0 analysts
Market Sentiment
Sentiment Score40.8/100
News Volume0 articles
Technical Stage
Weinstein Stage4 — Declining
12M Momentum+0.1%
6M Momentum-0.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+13.0%
Momentum ConsistencyDivergent (-0.74)
Relative Strength vs Sector+5.6%
Trend Strength (ADX Proxy)Weak (0.6)
Momentum Quality+0.044
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
36%
High risk — cheap + stagnating
Sector RevGr Rank
P5
Revenue growth vs Communication Services peers
Sector PE Rank
P73
Valuation vs Communication Services peers
Sector FCF Rank
P52
Free cash flow vs Communication Services peers
Growth Deviation
-0.3σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged
Value trap warning: This stock scores in the top quartile for value trap risk. The combination of below-sector-median revenue growth, low PE, and high free cash flow yield suggests the market is pricing in stagnation. The ML model's sector-relative features (trained on 30 years of data) reduce this stock's score accordingly.

Analysis Signals

Scoring Factors
Fundamental score of 57 relative to sector peers57/100
Machine learning model ranks this stock at the 64th percentileP64
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +1.2pt (features align with model priorities)
Blend: 91% fund (56.6) + 9% ML (62.4) + SHAP(+1.2) = 58.3
Factor quality: +0.9pt (multi-factor composite)
Risk assessment: low. Annualized volatility 8.7%. Max drawdown 21% (-5.2 pts)Low
Market cap adjustment: -20.0 points ($0.4B market cap)-20.0 pts
Conviction bonus: +1.8pt (conviction=85)
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -5 pointsGrade B
Quality concern: High accrual ratio (649.0%) — earnings quality concernFlag

Sector Peer Comparison(Communication Services — Rank #38 of 60 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
PERI36.1N/A-11.7%-1.8%$373M
GOOGL82.828.315.1%32.8%$3.7T
EA75.175.1-1.3%15.0%$50.2B
MTCH74.512.83.4%15.8%$7.3B
META72.027.222.2%30.1%$1.6T
TIGO69.810.12.5%4.4%$11.0B
BZ65.521.923.6%21.5%$8.1B
NXST65.214.49.6%13.4%$7.0B
SIRI63.69.5-1.6%9.4%$7.2B
CMCSA63.65.9-0.0%16.2%$115.0B
JOYY60.91.9-1.3%83.2%$3.3B
EVER60.610.473.7%8.4%$566M
NFLX59.630.415.9%24.3%$326.1B
TMUS59.322.68.5%12.4%$245.5B
NWS56.712.62.4%12.2%$14.7B
WMG56.451.74.4%5.4%$15.4B
Sector Average43.5120.615.8%-116.3%

Market Sentimentvia FMP

Analyst Consensus
Buy13 analysts
Buy: 7Hold: 6
Price Target
$14consensus
Low $14Median $14High $14
+67.8% to consensus target

Company Overviewvia FMP

Perion Network Ltd. provides digital advertising solutions to brands, agencies, and publishers in North America, Europe, and internationally. It provides Wildfire, a content monetization platform; search monetization solutions, including website monetization, search mediation, and app monetization; and cross-channel digital advertising software as a service platform. The company also offers supply management platform; demand management platform for campaign planning and design; analytics platform, which provides information and performance insights on the results of campaign investment and other campaign metrics; creative platform to create advertisements; and an AI platform that uses machine learning to bring intelligence to the various phases of campaigns. In addition, it provides an actionable performance monitoring platform to support the various phases of campaign management; an online video player and integrated ad server to upload, manage, and stream video content; content monetization system, which integrates ads within the content layouts at the page level. Further, the company offers a publisher management system that provides analytics and performance optimization tools, as well as reports; search-demand management systems; monetization products that integrate and onboards demand vendors; and AI Systems. Additionally, it provides Intelligent HUB (iHUB), a platform for pulling in signals across various advertising channels and optimizing traffic at scale, and yielding engagement metrics and KPIs; and strategic optimization of relevant traits (SORT), a provisional patent technology that eliminates the need for cookies. The company was formerly known as IncrediMail Ltd. and changed its name to Perion Network Ltd. in November 2011. Perion Network Ltd. was incorporated in 1999 and is headquartered in Holon, Israel.

CEO
Tal Jacobson
Employees
528
Beta
1.45
Industry
Internet Content & Information
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
43.5
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-30.4%
High: $11.79
From 52W Low
+17.3%
Low: $7
Moving Averages
10-Day
$8.60
Below
20-Day
$8.60
Below
50-Day
$9.20
Below
200-Day
$9.80
Below
60-Day Support
$8.07
60-Day Resistance
$10.32
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 — DecliningScore: 16/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Price vs 200 SMA
-16.2%
200 SMA Slope (60d)
+2.46%
Rising
Volume Ratio
1.47x
10d avg vs 50d avg
Days in Stage
40
Confidence: 40%
Recent Gap Up

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$137M$110M$103M$89M
Gross Profit$48M$37M$35M$27M
Operating Income$10M$-5M$-7M$-13M
Net Income$8M$-4M$-3M$-8M
EPS (Diluted)$0.19$-0.10$-0.08$-0.19
Gross Margin34.7%33.6%33.6%30.6%
Operating Margin7.6%-4.5%-7.2%-14.6%
Net Margin5.8%-3.7%-3.4%-9.3%

Why This Stock

Communication Services

Tradability FilterGrade C — 47/100Score impact: +3.8pt

Volume
58
281K avg/day
Dollar Vol
17
$2M/day
Float
69
39M shares
Mkt Cap
15
$373M
Range
94
68% spread
Composite Liquidity Score47/100
FDCBA
low dollar volumesmall cap

Growth Projection Adjustment

0.08x dampening
weinstein decliningrevenue decline

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
95.2%
Outstanding Shares
41M
Bid-Ask Spread
68.0%
Institutional Tradable
Limited

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.