Zynga Inc (ZNGA)

[Trevor11]

ZNGA: U.S. SUPREME COURT ACTED MONDAY, BUST NEVADA'S MONOPOLY ON BETTING






THE U.S. SUPREME COURT ACTED MONDAY TO BUST NEVADA'S MONOPOLY ON LEGAL SPORTS BETTING, allowing MORE STATES TO GET IN ON THE ACTION AND REAP THE TAX BENEFITS.



The Westgate Superbook sports book on March 15, 2018, in Las Vegas.Ethan Miller / Getty Images file
WASHINGTON — The U.S. Supreme Court acted Monday to bust Nevada's monopoly on legal sports betting, allowing more states to get in on the action and reap the tax benefits.
The court, in a 6-3 ruling, struck down a federal law that required states to ban gambling on the outcome of sporting events. The Professional and Amateur Sports Protection Act was highly unusual: It did not ban sports gambling nationwide as a matter of federal law, but it said the states were not allowed to permit it. (Nevada was grandfathered in when the law was passed in 1992.)
Dozens of states across the country are prepared to move forward quickly to offer sports betting in the wake of the court's decision.



Supreme Court backs New Jersey's bid to legalize sports betting
03:09
New Jersey and then-Gov. Chris Christie challenged the federal ban, arguing that it violated the Tenth Amendment, which the Supreme Court has said prohibits federal laws that compel states to carry out federal dictates. The gambling law, Christie said, commandeered the states by forcing them to prohibit sports wagering.


Source:

https://www.nbcnews.com/politics/supreme-court/supreme-court-allows-sports-betting-across-country-n868956

[cattracker1]

Amen !
:)

[brizl37]

Good morning $ZNGA Its Monday morning, time to start another new week. Today we should see a $4.00 close! Huge technical move, Golden Cross in play right here!!!

[cattracker1]

What's Your Target For ZNGA ?

Thanks

[brizl37]

It was a great week here. Next week we break through $4.00

[brizl37]

$ZNGA There is a lot going on I'm sure, 2018 is projected to be a good year for $ZNGA. It is technically primed and will run!!

[cattracker1]

We Need Some NEWS Now ................

Something Has To Be Going On Behind The Sceen !!!!!!

:(

[brizl37]

$ZNGA is gonna rip through $4.00 at any point now!!!

[cattracker1]

Guys! This Is HUGE...................
Summary
Mark Pincus has converted his founder super-voting stocks to ordinary stocks. His voting power is now reduced from 70% to 10%.

It is a generous gesture from Mr. Pincus. By giving up his super-voting/veto privileges, Zynga’s long-term strategy is now more flexible.

Pincus’ sacrifice means Zynga is now open to takeover bids. Zynga is an attractive M&A target. It is profitable and has no debt with $740 million in cash.

I hope Zynga will consider porting some of its Android/iOS games to Facebook’s Instant Games platform. Facebook has enabled in-app purchases on its Instant Games Platform.

[cattracker1]

Guys !!! Is This Still The Case ???
Zynga
If you're looking for a cheap stock to buy with big upside potential, check out video game developer Zynga (ZNGA - Get Report) . The company is behind such classics as FarmVille and Zynga Poker and is currently trading at just $3.72.

Cowen & Co analyst Doug Creutz sees Zynga as a compelling investing opportunity right now. He called Zynga a 'best idea' for 2018 with an attractive valuation. He notes the company's steady progress towards its EBITDA (earnings before interest, taxes, depreciation and amortization) margin target and the strong mobile gaming market growth. Furthermore, Creutz pinpoints the unveiling and launch of the company's pipeline in 2H18 as an upcoming catalyst for prices.

A 'Strong Buy' stock, Zynga boasts 4 recent buy ratings vs 1 sell rating in the last three months. From the current share price, analysts (on average) anticipate the stock rising 23% to hit $4.57.

More of What's Trending on TheStreet:

Thanks

[brizl37]

$ZNGA Its very possible that we could see a $4.00 break today with the pre market activity we see today!!

[brizl37]

$ZNGA Technical breakout in progress here

[brizl37]

$ZNGA Nice close!! Gonna see $4.00 by Friday I'm sure

[brizl37]

$ZNGA is gonna break away here soon! $4.00

[brizl37]

The market should rumble with this news!!

[brizl37]

$ZNGA Looks like some good news here finally!! ZNGA has beat the street for the 1st Q of 2018 and has announced a share buyback and change in the way the company has its share structure.

[brizl37]

$ZNGA 1st Q 2018 financials will be out today after the closing bell. Looking forward to having a good year here.

[mick]

http://www.stockscores.com/charts/charts/?ticker=ZNGA

[brizl37]

Here we go!! BaZNGA!!!!

[Trevor11]

ZNGA: $4,789,672.19 (BLOCK TRADE) AFTER-HOURS




AFTER HOURS MOST ACTIVE


FEBRUARY 26, 2018 : AFTER HOURS MARKET CLOSED



BLOCK TRADE @ 17:50:10 $3.61 x 1,326,779 SHARES = $4,789,672.19


ZYNGA INC. $3.61 UNCH 1,423,835 (TOTAL SHARES AFTER HOURS)




Source:

www.nasdaq.com/extended-trading/afterhours-mostactive.aspx

[Trevor11]

ZNGA: BUY OUT…





INTEREST IN THE STOCK OF LATE. RIGHT NOW, THIS STOCK HAS BEEN SHOWING STRONG RELATIVE VOLUME, WHICH INDICATES INTEREST AMONG THOSE MAKING A MARKET FOR SHARES OF THE STOCK.


BUSINESS

ZYNGA INC. CL A (NASDAQ:ZNGA) BUY OUT ON THE HORIZON ?

PUBLISHED
8 HOURS AGO
ON
FEBRUARY 26, 2018
BY
SHELLEY HANSON

In the spirit of strong objective analysis, we are going to take a close look at Zynga Inc. Cl A (NASDAQ:ZNGA) from a technical chartist point of view today.

In short, technical analysis assumes that all publicly available facts about a stock are already discounted by knowledgeable buyers and sellers. And it is from there that the real work begins: examining the stocks behavior on the chart.
As such, we will begin with a quick check of the primary oscillators: the 14-day Relative Strength Indicator (RSI) and the 20-day fast stochastic. Both of these measures report on the degree to which a security is overbought or oversold ie, whether it has gone too far too fast in one direction or the other, and some kind of mean-reversion is called for. In each case, an indicator score of above 75 is considered overbought, while a score under 25 is considered oversold. In the case of Zynga Inc. Cl A, the 14-day RSI stands at 48.99%, while the past month of action shows a score of 54.55% on the fast stochastic.
Well, what if we now look away from mean-reversion and towards the concept of trend That comprises our next step. To do this, we will start off by examining the most common systematic technical method of determining the direction of long-term trend in a stock: moving averages.
IN THE MOST BASIC SENSE, WE CAN SEE THAT ZNGA HAS RECENTLY BEEN EXHIBITING A BEARING ON THE CHART THAT SUGGESTS AN OVERALL BULLISH MODE OF BEHAVIOR. This read comes from a look at the relative positioning of the 50-day and 200-day simple moving averages: if the 50-day is trading above the 200-day, momentum is to the upside making a bull case for trend; if the 50-day is trading below the 200-day, momentum is to the downside, making a bear case for trend. In this example, that system makes a bullish case, which naturally implies a positive money flow scenario for the stock.
So, we’ve spent some time looking at price as a factor. But what about volume In fact, many technicians view volume as more important than price. Volume defines the total level of participation involved in a stock. Its a coefficient of meaning that should be metaphorically multiplied times price action to equal conviction. IN THIS CASE, WE WANT TO EXAMINE RELATIVE VOLUME MEASURES TO GET A FEEL FOR INTEREST IN THE STOCK OF LATE. RIGHT NOW, THIS STOCK HAS BEEN SHOWING STRONG RELATIVE VOLUME, WHICH INDICATES INTEREST AMONG THOSE MAKING A MARKET FOR SHARES OF THE STOCK.
Next, we will turn to key levels. We always like to start this with a look at the key Fib levels. Fib refers to Fibonacci, which is the number series that works toward a ratio limit of the Golden Ratio, often found as a key in nature as well as markets. In this case, the critical 38.2% level drawn off the 52-week high of $4.34 sits at $3.69. ZNGA also has additional resistance above at the stocks 200-day simple moving average, which sits at $ 3.73.
While price action, trends, and volume are important, for traders, volatility may be as important as anything in defining the potential opportunity in a stock. Hence, we want to take a moment and consider this stocks overall range of movement, as well as its relative performance.
ZNGA has moved $-0.09 over the past month or so. Over the trailing 100 days, the stock is underperforming the S&P 500 by 14.11%. This movement has come on a less volatile bearing from one day to the next relative to the broader market, according to the stocks 36-month beta. Similarly, we can see that the stocks recent action has come on a historical volatility score of 40.03%. To get that score, one has to take the standard deviation of returns for a random trading input assuming buying the stock at a given average price during the specified period.
ON A MORE BASIC LEVEL, ONE MIGHT LOOK AT THE 20-DAY ATR AS A PERCENTAGE OF ITS 20-DAY MOVING AVERAGE. THAT MEASURE GIVES US A VOLATILITY SCORE OF 3.65%. NATURALLY, WE WILL CONTINUE TO KEEP CLOSE TABS ON THE STOCK AND UPDATE THIS PICTURE again soon.
DISCLOSURE: The views and opinions expressed in this article are those of the authors, and do not represent the views of argusjournal.com. Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions. To read our full disclosure, please click HERE



Source:
https://www.argusjournal.com/zynga-inc-cl-a-nasdaqznga-buy-out-on-the-horizon/






•Providing virtual items based on location-based actions
Patent number: 9895608

Abstract: A method of providing virtual items based on location-based actions is disclosed. An indication is received of a performance of a location-based action by a player of a computer-implemented game. A virtual item is added to an inventory of a player character of the player of the computer-implemented game based on the receiving of the indication of the performance of the location-based action by the player of the computer-implemented game. The virtual item is usable within the computer-implemented game by the player character of the player of the computer-implemented game.
Type: Grant
Filed: March 30, 2012
Date of Patent: February 20, 2018
Assignee: Zynga Inc.
Inventors: Kathleen Auterio, Deniz Ersever, Nathan Arthur Etter, Hardik Kheskani, Serena Lam, Amitt Mahajan, Christopher Joseph Makarsky, Jay Monahan, Donald C. Mosites, Benjamin Mullin, Matthew Adam Ocko, Brian Reynolds, Shantanu Talapatra, Justin Waldron, Ian Wang, Jackson Wang


•Social surfacing and messaging interactions
Patent number: 9895609

Abstract: This disclosure generally relates to systems and methods to provide interaction messages related to in-game activities and events within a computer-implemented multiplayer online game environment. In an example embodiment, potential interactions for a user's social connections are determined, and interaction messages detailing the potential interactions are generated and displayed for the user's social connections. In response to user activity with the interaction messages, various in-game events may be performed. In a further example, the interaction messages are provided and displayed directly through a “friendship” or “neighbor” bar providing a listing of in-game social connections.
Type: Grant
Filed: June 16, 2017
Date of Patent: February 20, 2018
Assignee: Zynga Inc.
Inventors: Scott G. Miller, Joseph Lopez, Janus Anderson, Sara Nelson, Hernan Alamo, Matthew Daniel Klepac





•Social collaboration in community casino game offered as player incentive
Patent number: 9881447

Abstract: Methods, systems, and computer programs are presented for enhancing social collaboration in an online casino game. One method includes an operation for receiving bets from players playing in a first gambling mode in an online gambling room. The method also includes an operation for determining contributions to a community metric based on the outcomes of the bets, where all players in the online gambling room contribute towards the community metric. After detecting that the community metric reaches a predetermined goal, the online casino game enters all players in the online gambling room into a second gambling mode to achieve a room goal, where the value of the community metric does not change while players are in the second gambling mode.
Type: Grant
Filed: June 13, 2016
Date of Patent: January 30, 2018
Assignee: Zynga Inc.
Inventors: Josh Guase, Nimai Malle, Nathan Ratcliffe

Source:

https://patents.justia.com/company/zynga





PREVIOUS POST BELOW:


ZNGA: PARTNERING WITH THE WORLD POKER TOUR




“WE’RE PROUD TO PARTNER WITH WORLD POKER TOUR, A GLOBAL LEADER IN REAL-WORLD POKER TOURNAMENTS,…



ZYNGA READY TO TAKE ON THE WORLD…POKER TOUR


FEBRUARY 12, 2018
NEWS
BY KATIE CALLAHAN

PLAY USA > US ONLINE GAMBLING NEWS > NEWS > ZYNGA READY TO TAKE ON THE WORLD…POKER TOUR



THE WORLD POKER TOUR ANNOUNCED A MULTI-YEAR GAMING PARTNERSHIP WITH ZYNGA INC. FEB. 7 AND WILL INTRODUCE WPT-THEMED TOURNAMENTS TO ZYNGA POKER LATER THIS YEAR.


SOURCE:

https://www.investorvillage.com/smbd.asp?mb=17618&mn=570&pt=msg&mid=18008211

[Trevor11]

ZNGA: $4,723,421.12 (BLOCK TRADE) AFTER-HOURS




AFTER HOURS MOST ACTIVE

FEBRUARY 22, 2018 : AFTER HOURS MARKET CLOSED



BLOCK TRADE @ 18:46:49 $3.52 x 1,341,881 SHARES = $4,723,421.12



ZYNGA INC. $ 3.52 UNCH 1,550,089 (TOTAL SHARES AFTER HOURS)


Source:

www.nasdaq.com/extended-trading/afterhours-mostactive.aspx

[mick]

http://www.barchart.com/detailedquote/stocks/ZNGA

[Trevor11]

ZNGA: REMAINS CHEAP, 67.13% UPSIDE, $6.00 PRICE TARGET, FEB. 8TH, WEDBUSH




THE STOCK … REMAINS CHEAP



DIGITAL GAMING MARKET IS DETERMINED TO CROSS $180.00 BILLION BY 2020

ZYNGA (NASDAQ:ZNGA) HAS BEEN GIVEN A $6.00 PRICE TARGET BY RESEARCH ANALYSTS AT WEDBUSH IN A RESEARCH NOTE ISSUED TO INVESTORS ON THURSDAY, FEBRUARY 8TH.

The brokerage currently HAS A “BUY” RATING ON THE STOCK. WEDBUSH’S PRICE TARGET POINTS TO A POTENTIAL UPSIDE OF 67.13% FROM THE COMPANY’S CURRENT PRICE




ZYNGA: FINALLY A REAL COMPANY
FEB.16.18 | ABOUT: ZYNGA (ZNGA)

STONE FOX CAPITAL
Long/short equity, growth at reasonable price, research analyst, Deep Value
Stone Fox Capital

(10,170 FOLLOWERS)
SUMMARY
ZYNGA HAS STARTED GENERATING CONSISTENTLY SOLID CASH FLOWS.
The company maintains a large cash balance and other valuable assets.
THE STOCK VALUATION REMAINS CHEAP with a large gap between a leader in the sector.
For the longest time, business TV hosts have joked about a company being the next Zynga (ZNGA) in reference to a stock that was overhyped and should've never gone public. THE JOKE IS FINALLY ON THE TV HOSTS that haven't kept up on the emerging story. As long as the market view doesn't adapt to the new realities of a nicely profitable company, value will exist in the stock.
Real Financials
When Zynga started 2017, the mobile-game developer was coming off a year where the company reported a net loss of over $100 million. THE CONSTANT PROGRESS in shifting the business to mobile highlighted in the previous researchwas mostly ignored due to declining web revenues and deteriorating financials.
The company ended the year by generating adjusted EBITDA that surged over $89 million from last year to $138 million. EVEN BETTER, ZYNGA ENDED THE YEAR BY GENERATING NET INCOME OF $27 MILLION AND SUBSTANTIAL OPERATING CASH FLOW OF $95 MILLION. The positive cash flows are a huge improvement from the prior years though Zynga is still far from the pre-IPO levels.

Source: Rocket Financial
The ability of Zynga to start GENERATING SOLID CASH FLOWS CHANGES THE FINANCIAL VIEW OF THE STOCK. The company already has a $700 million cash balance and sizable value from the HQ office in San Francisco. These assets aren't fully valued in the stock due to the previous operating losses.

ANALYSTS FORECAST SOME SOLID GAINS GOING FORWARD WITH green Zynga expects to keep operating expense growth at only low single-digit growth rates requiring limited revenue growth to expand margins and hence net income. THE MOBILE-GAME DEVELOPER DOESN'T NEED ANY HIGH RISK, BIG HITS TO BUILD THE BUSINESS.
Real Value
The valuation comparison to Electronic Arts (EA) really takes shape as Zynga is able to generate solid cash flows. Zynga has a long way to close this valuation gap with a sector leader in EA.
ZNGA EV to Revenues (Forward) data by YCharts
The really odd part of the Zynga story is that one can actually focus on calculating a P/E multiple. The stock now trades at roughly 20x 2019 EPS estimates. Stripping out cash, the stock trades at about 15x those EPS estimates.
Rather low multiples for a stock forecasting to double EPS estimates in two years. Not to mention, the company is very conservative with guidance. THE Q4 BOOKINGS CONTINUED THIS TREND BEATING INTERNAL GUIDANCE OF $210 MILLION BY $13 MILLION. The Q1 guidance for bookings of $210 million sets up another beat considering the addition of the mobile card games from Peak Games.
Takeaway
Zynga spent a few years in the financial wilderness making most think the company was never returning into the real financial world. Beneath the surface, the game developer was always on a constant shift to mobile that is finally not held back by declines in web revenues.
The stock offers real value to shareholders and strong forever franchises like Words with Friends and Zynga Poker that reduce the risk of game development. At the same time, ZYNGA IS ONLY ONE SURPRISE HIT GAME AWAY FROM REWARDING PATIENT SHAREHOLDERS WITH LARGE GAINS. Though, the stock only needs consistent growth from here to keep shareholders happy and close the multiple gap with EA.
Disclosure: I am/we are long ZNGA.
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Additional disclosure: The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.


Source:

https://seekingalpha.com/article/4147819-zynga-finally-real-company



PRESS RELEASE
ZYNGA TO PRESENT AT THE MORGAN STANLEY TECHNOLOGY, MEDIA AND TELECOM CONFERENCE
PUBLISHED: FEB 14, 2018 9:00 A.M. ET


SAN FRANCISCO, Feb 14, 2018 (BUSINESS WIRE) -- Zynga Inc. ZNGA, +0.56% a leading social game developer, announced today its Chief Executive Officer Frank Gibeau will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Wednesday, February 28, 2018.
The presentation is scheduled to begin at 2:40 p.m. Pacific Time (5:40 p.m. Eastern Time) and will be available through a live audio webcast, which will be accessible on Zynga’s Investor Relations website at investor.zynga.com. A replay will also be available on Zynga's Investor Relations website following the event.

About Zynga Inc.
Since its founding in 2007, Zynga’s mission has been to connect the world through games. To date, more than 1 billion people have played Zynga’s games across web and mobile, including FarmVille, Zynga Poker, Words With Friends, Hit it Rich! Slots and CSR Racing. Zynga’s games are available on a number of global platforms including Apple iOS, Google Android, Facebook and Zynga.com. The company is headquartered in San Francisco, Calif., and has additional offices in the U.S., Canada, U.K., Ireland, India, Turkey and Finland. Learn more about Zynga at https://companyblogdotzynga.com/ or follow us on Twitter and Facebook.

View source version on businesswire.com: http://www.businesswire.com/news/home/20180214005041/en/
SOURCE: Zynga Inc.
Zynga Inc.
Investor Relations Contact
Rebecca Lau
[e-mail]
or
Press Contact
Stephanie Hess
[e-mail]
Copyright Business Wire 2018

https://www.marketwatch.com/story/zynga-to-present-at-the-morgan-stanley-technology-media-and-telecom-conference-2018-02-14


PRESS RELEASE
DIGITAL GAMING MARKET IS DETERMINED TO CROSS $180.00 BILLION BY 2020
PUBLISHED: FEB 12, 2018 9:10 A.M. ET


FEB 12, 2018 (FINANCESWIRE VIA COMTEX) -- Tweet

Florida, February 12, 2018: The Paymium and Freemium subscription model is going to lead in the social and mobile gaming platforms whereas Premium subscription model will continue to lead in the PC and Console gaming devices in the coming years.
MRE predicts indie game developers will lead the digital gaming market in social and casual gaming platforms. As per the study, Global digital gaming market will see a significant growth in the coming years due to the increase in the government push such as in the mature gaming markets such as UK and US.
"Anytime and anywhere playing is the leading trend in the digital gaming market. This trend is being supported by the lightweight portable gaming devices such as Smartphone and tablet. Today, majority of the gamers across the world prefer playing games while travelling on their portable gaming devices according to the end-user survey results".
"The global digital gaming market is a highly competitive market and it is estimated to reach $180.86 billion by 2020".
Browse Full Report: https://www.marketresearchengine.com/reportdetails/global-digital-gaming-market
"The Asia-Pacific region is one of the fastest growing digital gaming market and China is one of the leading digital gaming market in the region due to the growing number of gaming audience in the country".
The report aims to highlight key insights from Vendors and End users. The report provides an in-depth analysis and forecast about the industry covering the following key features:

• Gaming Audience, Gaming Devices, Gaming Platforms and Gaming Subscription models.
• The Global Digital Gaming market is divided into six regions: North America, Western Europe, Asia-Pacific, Central Eastern Europe (CEE), Middle East & Africa (MEA) and Latin America.
• Competitive benchmarking analysis to optimize short term and long term strategy of the organisations.
• Stakeholders' insights and key trends (current and future) of the market.
Companies Mentioned in this Report are as below:
• Sony Corporation
• Microsoft Corporation
• Nintendo Co., Ltd.
• Samsung Electronics Co Ltd
• LG Electronics Inc.
• ZYNGA INC.
• Electronic Arts Inc. (EA)
• King Digital Entertainment Plc
• Sega Games Co. Ltd
• NVidia Corporation
• Google Inc
• Amazon.com, Inc.
Request Sample Report: https://www.marketresearchengine.com/reportdetails/global-digital-gaming-market
Table of Contents
1 INTRODUCTION
2 Research Methodology
3 Industry Trends
4 Market Overview
5 Gaming Audience: Market Size & Analysis
6 Devices: Market Size & Analysis
7 Gaming Platform: Market Size & Analysis
8 Company Profiles
8.1 Sony Corporation
8.2 Microsoft Corporation
8.3 Nintendo Co., Ltd.
8.4 Samsung Electronics Co Ltd
8.5 LG Electronics Inc.
8.6 ZYNGA INC.
8.7 Electronic Arts Inc. (EA)
8.8 King Digital Entertainment Plc
8.9 Sega Games Co. Ltd
8.10 NVidia Corporation
8.11 Google Inc
8.12 Amazon.com, Inc.
8.13 International Business Machines Corp
8.14 Apple Inc
8.15 Facebook Inc
8.16 APAR GAMES
8.17 Zatun
8.18 Kabam
8.19 Rolocule
8.20 Tapinator, Inc
Media Contact
Company Name: Market Research Engine
Contact Person: John Bay
Email: [e-mail]
Phone: [phone]
Country: United States
Website: https://www.marketresearchengine.com/

Source: http://www.financeswire.com/digital-gaming-market-is-determined-to-cross-180-00-billion-by-2020

Source:
https://www.marketwatch.com/story/digital-gaming-market-is-determined-to-cross-18000-billion-by-2020-2018-02-12

ZYNGA (ZNGA) GIVEN A $6.00 PRICE TARGET BY WEDBUSH ANALYSTS
POSTED BY JOYCE RAMIREZ ON FEB 19TH, 2018 // No Comments
ZYNGA (NASDAQ:ZNGA) HAS BEEN GIVEN A $6.00 PRICE TARGET BY RESEARCH ANALYSTS AT WEDBUSH IN A RESEARCH NOTE ISSUED TO INVESTORS ON THURSDAY, FEBRUARY 8TH. The brokerage currently HAS A “BUY” RATING ON THE STOCK. WEDBUSH’S PRICE TARGET POINTS TO A POTENTIAL UPSIDE OF 67.13% FROM THE COMPANY’S CURRENT PRICE. Wedbush also issued estimates for Zynga’s Q1 2019 earnings at $0.04 EPS, Q2 2019 earnings at $0.05 EPS, Q3 2019 earnings at $0.06 EPS and Q4 2019 earnings at $0.06 EPS...
Source:

https://ledgergazette.com/2018/02/19/wedbush-analysts-give-zynga-znga-a-6-00-price-target.html




Do Options Traders Know Something About Zynga (ZNGA) Stock We Don't?
February 16, 2018, 08:52:00 AM EDT By Zacks Equity Research, Zacks.com


Shutterstock photo
Investors in Zynga Inc.ZNGA need to pay close attention to the stock based on moves in the options market lately. That is because the Feb 23, 2018 $4.50 Call had some of the highest implied volatility of all equity options today.


Source:

https://www.nasdaq.com/article/do-options-traders-know-something-about-zynga-znga-stock-we-dont-cm922819

[Trevor11]

ZNGA: PARTNERING WITH THE WORLD POKER TOUR




“WE’RE PROUD TO PARTNER WITH WORLD POKER TOUR, A GLOBAL LEADER IN REAL-WORLD POKER TOURNAMENTS,…



ZYNGA READY TO TAKE ON THE WORLD…POKER TOUR


FEBRUARY 12, 2018
NEWS
BY KATIE CALLAHAN

PLAY USA > US ONLINE GAMBLING NEWS > NEWS > ZYNGA READY TO TAKE ON THE WORLD…POKER TOUR


THE WORLD POKER TOUR ANNOUNCED A MULTI-YEAR GAMING PARTNERSHIP WITH ZYNGA INC. FEB. 7 AND WILL INTRODUCE WPT-THEMED TOURNAMENTS TO ZYNGA POKER LATER THIS YEAR.

“We’re incredibly proud to bring the World Poker Tour to Zynga Poker,” said Adam Pliska, CEO of the World Poker Tour, in a
. “Zynga has built the largest social poker game, and we are confident their millions of players will enjoy their experience even more with the introduction of WPT-themed tournaments in Zynga Poker.”

NEW IN-GAME TOURNAMENTS ON ZYNGA POKER
Zynga Inc., a leading social-game developer, will bring the WPT experience into Zynga Poker, one of the largest free-to-play poker games.

BERNARD KIM, PRESIDENT OF PUBLISHING AT ZYNGA, SAID IT THIS WAY:

“WE’RE PROUD TO PARTNER WITH WORLD POKER TOUR, A GLOBAL LEADER IN REAL-WORLD POKER TOURNAMENTS, TO DELIVER AN AUTHENTIC IN-GAME TOURNAMENT EXPERIENCE TO OUR ZYNGA POKER PLAYERS LATER THIS YEAR. WPT HAS INNOVATED IN THE SPORT OF POKER FOR MORE THAN 16 YEARS, AND OUR NEW FREE-TO-PLAY WPT-THEMED ZYNGA POKER TOURNAMENTS WILL PUT THE MOST COMPETITIVE AND GENUINE POKER EXPERIENCE IN THE PALM OF PLAYERS’ HANDS.”



ZYNGA ON THE UP AND UP

In its fourth quarter, Zynga finished 2017 with $203.6 million in mobile revenue and $190.7 million in mobile bookings. This is a total increase for each of 32 percent year-over-year and 18 percent year-over-year, respectively.
The company boasted 20 million mobile daily active users and 76 million mobile active users. Company net income finished at $12.9 million (up 48 percent).
Zynga profits in its third quarter topped franchise history records in the social casino sphere.
Here are the numbers year over year:

• Zynga Poker mobile revenue: up 78 percent
• Zynga mobile bookings: up 81 percent
The company has capitalized on 24 percent of total online game bookings. Slots are the only competitor with 26 percent of the total $165-million pie.
Zynga Poker, CSR 2, and Words with Friends largely drove the growth. Overall cash flow was $35 million in the quarter. That was a $14 million increase year-over-year. At the time, Zynga sat at 19 million daily active users.
The average rating of buy/average pricing target was $4.11.

ANALYSTS PROJECT GROWTH

ANALYSTS ESTIMATED THAT ZYNGA WOULD POST $214.4 MILLION IN SALES FOR THAT QUARTER AND CALCULATED THE FULL YEAR AT $840 MILLION TO $850 MILLION. THIS YEAR RANGES FROM $881 TO $950 MILLION.
“If you look at the story of the quarter, it was the continued performance of our forever franchises, strong momentum in mobile, and then beating consensus and guidance,” Frank Gibeau, CEO of Zynga, said to VentureBeat. “We’re very excited about where we’re at. We do have some additional news. We’re actively trying to grow the company, and we’re pushing live ops really hard. We’re also introducing new games.”

ZYNGA, WPT EXPANSION TO CONTINUE
Zynga recently entered into an agreement with Peak Games. The company wants to continue to embrace poker, solitaire, and the “casual card-based games on mobile” franchises. Gibeau also wants to continue to work within the crossover between casual games and social casino.
WPT, COMPARATIVELY, MADE SOME SIGNIFICANT CHANGES OF ITS OWN COMING INTO THE NEW YEAR.
STARTING IT ALL OFF WERE THE CHANGES AT THE WORLD POKER TOUR’S LEGENDS OF POKER TOURNAMENT, NAMELY WPT JOINING FORCES WITH POKERCENTRAL, SOME LINEUP CHANGES, AND NEW FACES ON THE ROYAL FLUSH CREW.
THE WORLD POKER TOUR ALSO ANNOUNCED ITS WPT TOURNAMENT OF CHAMPIONS JAN. 29. ALONG WITH THE REST OF ITS SEASON XVI SCHEDULE, THE WPT ANNOUNCED THE NEW FINAL TABLE HOME AT THE LUXOR HOTEL AND CASINO ESPORTS ARENA LAS VEGAS AND THE PREMIERE OF THE BOBBY BALDWIN CLASSIC, WHICH WILL TAKE PLACE AT ARIA CASINO.

Source:

https://www.playusa.com/wpt-zynga-partnership-2018/

[B-Dawg]

I sold my shares and my calls expire tomorrow and are worthless. Good luck. I’m done with this company The don’t have any real profits, just using tax maneuvers to be able to report profits through deferred revenue

[brizl37]

$ZNGA Slow and steady move up now. All those Form 4s set us back a little. $ZNGA on a move to a new 52 week high in the near future.

[brizl37]

$ZNGA That was a classic episode of posting positive earnings, beating the streets estimates, gaining strong momentum and then the company dilutes into the run. In a few weeks we will be trading at a new 52 week high

[B-Dawg]

And..... boom. Profits... nah zynga you aren’t turning a profit, you are just using tax loopholes to try and “report” profit. Deferred.... is the key word

[B-Dawg]

Pre market action.... HOPEFUL!!!!

[brizl37]

$ZNGA We are gonna see shorts covering there A$$zz off as we move to new 52 week highs in the coming weeks IMO

[Trevor11]

ZNGA: SURPASSING STREET FORECASTS, ZYNGA IS ON A ROLL, HIGHER AFTER THE BELL WEDNESDAY







ZYNGA IS ON A ROLL AS IT HIT ITS FINANCIAL TARGETS FOR THE PAST THREE QUARTERS, INCLUDING THE FOURTH ENDED DECEMBER 31.


ZNGA STOCK EDGED 0.8% HIGHER AFTER THE BELL WEDNESDAY


AUGMENTED REALITY, VIRTUAL REALITY, AND 5G WIRELESS NETWORKS. THOSE LATTER TECHNOLOGIES WILL BE NEW WAYS TO ENGAGE WITH USERS

IN THE SECOND HALF OF 2018, ZYNGA POKER WILL HOLD A PARTNERSHIP WITH WORLD POKER TOUR, AN INTERNATIONAL BRAND IN REAL-WORLD POKER TOURNAMENTS.

POSTED REVENUE OF $233.3 MILLION IN THE PERIOD. Its adjusted revenue was $223.8 million, SURPASSING STREET FORECASTS. FIVE ANALYSTS SURVEYED BY ZACKS EXPECTED $214.4 MILLION.






ZYNGA MEETS 4Q PROFIT FORECASTS
AP
FEBRUARY 07, 2018 AT 3:56 PM | THE ASSOCIATED PRESS

Print Article

SAN FRANCISCO (AP) _ ZYNGA INC. (ZNGA) ON WEDNESDAY REPORTED FOURTH-QUARTER NET INCOME OF $12.9 MILLION, after reporting a loss in the same period a year earlier.
On a per-share basis, the San Francisco-based company said it had net income of 1 cent. EARNINGS, ADJUSTED FOR STOCK OPTION EXPENSE, CAME TO 2 CENTS PER SHARE.
THE RESULTS MET WALL STREET EXPECTATIONS. The average estimate of seven analysts surveyed by Zacks Investment Research was also for earnings of 2 cents per share.

The maker of "FarmVille" and other online games POSTED REVENUE OF $233.3 MILLION IN THE PERIOD. Its adjusted revenue was $223.8 million, SURPASSING STREET FORECASTS. FIVE ANALYSTS SURVEYED BY ZACKS EXPECTED $214.4 MILLION.

For the current quarter ending in April, Zynga said it expects revenue in the range of $210 million. Analysts surveyed by Zacks had expected revenue of $222.4 million.

IN THE FINAL MINUTES OF TRADING ON WEDNESDAY, THE COMPANY'S SHARES HIT $3.69. A year ago, they were trading at $2.57.
_____
This story was generated by Automated Insights (automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on ZNGA at https://www.zacks.com/ap/ZNGA

Source:

HTTP://WWW.BELOITDAILYNEWS.COM/ARTICLE/20180207/AP/302079809






HOME > STOCK PICKS > HOT STOCKS

FEB 7, 2018, 5:33 PM EST
ZYNGA INC (ZNGA) Q4 MOBILE REVENUE UP 90% Y2Y

ZNGA STOCK EDGED 0.8% HIGHER AFTER THE BELL WEDNESDAY

BY KARL UTERMOHLEN, INVESTORPLACE WRITER
BIT.LY/2FXKCT8

ZYNGA INC (NASDAQ:ZNGA) POSTED IMPRESSIVE FOURTH-QUARTER RESULTS AS ITS MOBILE GAMES HAVE CONTINUED TO RISE IN POPULARITY.
THE COMPANY POSTED REVENUE OF $233.3 MILLION FOR THE PERIOD, A 22% INCREASE COMPARED TO THE YEAR-AGO QUARTER, marking its BEST QUARTERLY PERFORMANCE IN FIVE YEARS. Adjusted earnings came in at a penny per share, in line with analysts’ expectations.

One of Zynga’s best assets during the period was Words With Friends 2, which gave the franchise a 90% hike in its CSR2 mobile revenue compared to the year-ago quarter. The mobile revenue from ZYNGA POKER ALSO ROSE 44% YEAR-OVER-YEAR, AND THE COMPANY’S MOBILE REVENUE AND BOOKINGS INCREASED THE MOST THEY HAVE IN ITS EIGHT YEARS.

THE COMPANY UNVEILED BOOKINGS OF $223.8 MILLION FOR THE THREE MONTHS ENDED DEC. 31, TOPPING THE $213.9 MILLION PROJECTED BY ANALYSTS POLLED BY FACTSET. The metric helps to indicate future revenue and sales of virtual goods.
Overall, MOBILE REVENUE WAS UP 32% YEAR-OVER-YEAR FOR ZYNGA, while mobile bookings surged 18% compared to the year-ago quarter.

Its average MONTHLY ACTIVE USERS DURING THE PERIOD WERE 86 MILLION, UP 37% FROM 63 MILLION IN THE YEAR-AGO QUARTER.
ZYNGA’S TOTAL AVERAGE DAILY ACTIVE USERS ROSE FROM 18 MILLION TO 22 MILLION YEAR-OVER-YEAR, while its average daily bookings per average were 11.3 cents, down from the year-ago figure of 12 cents. PAYER CONVERSION SURGED TO 2.4% FROM 2.2%, MARKING A 9% GAIN.

ZNGA SHARES EDGED 0.8% AFTER THE COMPANY REPORTED ON ITS QUARTER WEDNESDAY.


Source:

https://investorplace.com/2018/02/zynga-inc-znga-2/






ZYNGA CLOSES 2017 WITH STRONG POKER AND WORDS WITH FRIENDS 2 REVENUES
DEAN TAKAHASHI@DEANTAK FEBRUARY 7, 2018 1:05 PM

Above: Words With Friends 2
Image Credit: Zynga

ZYNGA IS ON A ROLL AS IT HIT ITS FINANCIAL TARGETS FOR THE PAST THREE QUARTERS, INCLUDING THE FOURTH ENDED DECEMBER 31. The company reported that Words With Friends 2 and a reinvigorated Zynga Poker produced solid holiday results.
Words With Friends 2 helped push the franchise to its BEST MOBILE REVENUE AND BOOKINGS IN ITS EIGHT-YEAR HISTORY. CSR 2 mobile revenue was up 90 percent from a year ago, and Zynga Poker’s mobile revenue was up 44 percent from a year ago.

THE REVENUE FOR THE FOURTH QUARTER WAS $233.3 MILLION, UP 22 PERCENT from the same quarter a year ago. That was the best quarterly performance in five years. Earnings per share were 1 cent, the same as analysts expected. The results show that Zynga continues to perform well under the leadership of Frank Gibeau, a former Electronic Arts executive.

Zynga is still dealing with the decline of its web and Facebook desktop business, even as its mobile game audience continues to grow. About 87 percent of the audience is now on mobile platforms. MOBILE REVENUE WAS UP 32 PERCENT FROM A YEAR EARLIER, AND MOBILE BOOKINGS WERE UP 18 PERCENT FROM A YEAR AGO. AVERAGE MONTHLY ACTIVE USERS IN Q4 WERE 86 MILLION, UP 37 PERCENT FROM 63 MILLION A YEAR EARLIER.
“IT WAS A GREAT HOLIDAY QUARTER, AND WE ENDED 2017 STRONG,” GIBEAU SAID IN AN INTERVIEW WITH GAMESBEAT.


Above: Dean Takahashi stands by his McLaren 720S.

Image Credit: Zynga

Existing games such as Zynga Poker — now it in its 10th year — have seen strong growth, and ZYNGA CONTINUES TO EXTRACT REVENUES THROUGH LIVE OPERATIONS, SUCH AS TOURNAMENTS OR SPECIAL EVENTS. The CSR 2 mobile racing game had A FAST & FURIOUS EVENT, AS WELL AS AN AUGMENTED REALITY CAR SELFIE FEATURE, THAT HELPED DRIVE GROWTH FOR THE GAME. Zynga Poker in particular has been growing because of the company’s emphasis on live operations, where a team of developers stays actively involved in adding new events to keep the players coming back on a daily basis.

IN THE SECOND HALF OF 2018, ZYNGA POKER WILL HOLD A PARTNERSHIP WITH WORLD POKER TOUR, AN INTERNATIONAL BRAND IN REAL-WORLD POKER TOURNAMENTS. Zynga Poker will bring World Poker Tour inside the game in live tournaments.
Overall, THE MOBILE AUDIENCE WAS 20 MILLION DAILY ACTIVE USERS, UP 24 PERCENT FROM A YEAR AGO. That was the HIGHEST LEVEL IN FOUR YEARS.
ZYNGA IS PLANNING ON LAUNCHING MORE TITLE IN THE SECOND HALF OF 2018. Zynga has about 1,500 employees. Gibeau said the company is building out its studio system, MAKING SURE EACH ONE OF ITS MAJOR FRANCHISES HAS GOOD TALENT. It is also taking more time in working on games before they go into a soft launch, or limited geography market test.

Above: Zynga Poker Classic is growing again.

Image Credit: Zynga

Last quarter, Zynga acquired the casual game operations of Peak Games, based in Turkey, for $100 million. For the first quarter, ZYNGA EXPECTS AD REVENUE WILL GROW, and profit margins will be similar to the first quarter a year earlier. Revenue is expected to be about $200 million, and a net loss will be about $5 million.
Gibeau said the company will continue to launch new games and improvements in its older titles, grow through acquisitions, and invest in emerging technologies such as chat games, AUGMENTED REALITY, VIRTUAL REALITY, AND 5G WIRELESS NETWORKS. THOSE LATTER TECHNOLOGIES WILL BE NEW WAYS TO ENGAGE WITH USERS, but Zynga does not expect significant monetization from them in 2018.
“I’M BULLISH ABOUT MOBILE in general, when you look at all of the technologies that are coming to the mobile platform,” Gibeau said. “It will be a dynamic platform for a long time to come. Mobile chat has been where we have invested the most time and talent. It’s pre-monetization. But Words With Friends has reached a big audience on chat. It’s younger, and more male, and so we see it as incremental growth.”

As for acquisitions, Gibeau noted that Zynga generated $95 million in cash flow in 2017, and it could use some of that money for acquisitions, just as it did with the Peak Games deal and its $42 million purchase of Harpan Solitaire in early 2017.
Zynga is still INVESTING IN ITS MOBILE HARDCORE GAME, DAWN OF TITANS, AND GIBEAU SAID HE BELIEVES THE COMPANY CAN GROW THE GAME THIS YEAR WITH NEW CONTENT AND OTHER LIVE OPERATIONS.
As for social casino slot games, Gibeau said the company IS FOCUSING ON FOUR CORE GAMES: HIT IT RICH!, BLACK DIAMOND, WILLY WONKA, AND THE WIZARD OF OZ. It will INVEST IN DOING FEWER GAMES AND DOING THEM BETTER, HE SAID.

Source:

https://venturebeat.com/2018/02/07/zynga-closes-2017-with-strong-poker-and-words-with-friends-2-revenues/

[B-Dawg]

No after hours movement. Shocker

[Trevor11]

ZNGA: SAYS REVENUE ROSE 22%, & HAD BIGGEST SPIKE IN ITS EIGHT-YEAR HISTORY





...posted a 19% INCREASE IN REVENUE -- THE BIGGEST YEAR-OVER-YEAR SPIKE IN ITS EIGHT-YEAR HISTORY.

IN-APP SPENDING ROSE 31%




ZYNGA'S GROWTH ANCHORED BY WORDS WITH FRIENDS -- MARKET TALK


4:10 pm ET February 7, 2018 (Dow Jones) Print

16:10 ET - ZYNGA SAYS REVENUE ROSE 22% IN THE HOLIDAY QUARTER TO $233.3M ANCHORED BY THE STRENGTH OF WORDS WITH FRIENDS. The Scrabble-like franchise, which introduced a sequel in November, posted a 19% INCREASE IN REVENUE -- THE BIGGEST YEAR-OVER-YEAR SPIKE IN ITS EIGHT-YEAR HISTORY. ACROSS ZYNGA'S ENTIRE MOBILE-GAMES PORTFOLIO, IN-APP SPENDING ROSE 31%, helping overall mobile rise 16% from the year-ago quarter to a record $203.6M, the company says. ([e-mail]; @saraheneedleman)
(MORE TO FOLLOW) Dow Jones Newswires
February 07, 2018 16:10 ET (21:10 GMT)
Copyright (c) 2018 Dow Jones & Company, Inc.



ZYNGA – Q4 2017 QUARTERLY EARNINGS LETTER
February 7, 2018
Dear Shareholders,
We look forward to discussing our Q4 2017 and full year 2017 results during today’s earnings call at 2:30 p.m. PT. Below,
you’ll find our quarterly earnings letter detailing our Q4 and 2017 performance, as well as our outlook for Q1 and growth
opportunities for 2018 and beyond. Please note that we manage our business based on topline measures including
revenue, which is comprised of the change in deferred revenue and bookings. Revenue and the change in deferred
revenue are both directly affected by bookings results, and management utilizes bookings as a primary topline measure to
help inform their decisions.
HIGHLIGHTS
We had a strong holiday quarter and a great end to the year anchored by the successful new game launch of Words With
Friends 2 and continued mobile momentum in our live services. In 2017, we improved the fundamentals of our business
and drove substantial growth across our topline, audience, profitability and operating cash flow. We’re starting 2018 with
the strongest mobile game portfolio in company history, and we’re excited about the new titles we have in development
across our global studios. Our performance and execution over the last year gives us confidence in our ability to grow the
company and achieve our near-term margin goals later this year.
Q4 Highlights:
Best revenue and bookings performance in nearly 5 years driven by mobile revenue up 32% year-over-year and
mobile bookings up 18% year-over-year.
Successfully launched Words With Friends 2 – the new title from our Words With Friends franchise – which
achieved #1 Free App, #1 Free Game and #1 Free Word Game rankings in the App Store.
Words With Friends – Delivered its strongest quarter of mobile revenue and bookings in the franchise’s 8-year
history; Mobile revenue up 19% year-over-year and mobile bookings up 28% year-over-year
CSR2 – Mobile revenue up 90% year-over-year; Mobile bookings up 27% year-over-year
Zynga Poker – Mobile revenue up 44% year-over-year; Mobile bookings up 38% year-over-year
Acquired Peak Games’ casual card game studio in mid-December.
Mobile audience for the quarter was 20 million average daily active users (DAUs), up 24% year-over-year.
Increased profitability year-over-year as we progress towards our near-term margin goals.
2017 Highlights:
Continued mobile momentum with mobile revenue up 29% year-over-year and mobile bookings up 23% yearover-year.
We ended the year with our highest mobile average DAUs in 4 years.
Strengthened our Words With Friends franchise with new bold beats like Social Dictionary, followed by the
successful launch of Words With Friends 2 to fans globally.
Created a new forever franchise with the success of CSR2, the #1 Top Grossing Racing Game in the U.S. App
Store and on Google Play.
Zynga Poker marked its 10-year anniversary with all-time highs in mobile revenue and bookings.
Refocused our Slots portfolio on our core games, driving deeper player engagement and improved monetization.
Exited the year with the world’s largest mobile casual card game portfolio with Zynga Poker and our acquisitions
of Harpan’s Solitaire titles and Peak Games’ casual card game studio.
Improved our operating leverage with GAAP operating expenses for the year at 67% of revenue, down from 83%
of revenue in 2016. Non-GAAP operating expenses for the year were 58% of bookings, down from 66% of
bookings in 2016.
Delivered a profitable year for the first time since 2010 – with net income of $26.6 million, up $134.8 million yearover-year.
Generated operating cash flow of $94.6 million, up 58% year-over-year...


Source:

investor.zynga.com/static-files/bbe01cbb-566a-49eb-8dce-725c8dd6bd54

[brizl37]

$ZNGA Reports 4th quarter today, we should be setting up for a good year here. I think we are ok here.

[Trevor11]

ZNGA: INSTITUTION INVESTOR SENTIMENT UP,@ 81.1%, SHORTS DECLINES 34.3%







FEBRUARY 7, 2018

ALBERT CHRISTENSON
WHY SHOULD INVESTORS RECONSIDER? ZYNGA, INC. (ZNGA)

Key Statistics

Zynga, Inc. (ZNGA) escalated 1.71% and closed its last trading session at $3.57. Its opening price on the last trading day was $3.51. The company’s market cap is $3.18 Billion. The company has 889.83 Million shares outstanding and 766.9 Million shares were floated in market. The short ratio in the company’s stock is documented at 1.4 and the short float is around of 2.03%. ZYNGA, INC. HAS BEEN GIVEN AN ANALYSTS’ MEAN TARGET OF 4.38.
52-week High/Low

The highest price ZNGA stock touched in the last 12 month was $4.34 and the lowest price it hit in the same period was $2.4. Stock’s distance from 52 week High is -17.74% and the distance from 52 week Low is 48.75%.

Share Volume Analysis

A total of 12.49 Billion shares exchanged at hands and its average trading volume is standing at 11.11 Million shares. The relative volume of the stock is 1.12.

STOCK PERFORMANCE

ZYNGA, INC. (ZNGA) PERFORMANCE DURING THE LAST ONE YEAR UPGRADED 40.55 PERCENT, while its year to date (YTD) performance showed a negative trend of -10.75 percent. The stock fell -0.83 percent over the past six months. The stock’s quarterly performance indicates a negative momentum of -8.93 percent, whereas its last one month trend is pessimistic with -8.23 percent. Its weekly performance showed downward trend of -0.83 percent.

PROFIT MARGINS ANALYSIS

Profitability analysis helps a great deal in making investment decision. Net profit margin of the company was recorded at -2.7 percent, operating profit margin was -2.2 percent, while gross PROFIT MARGIN STANDS AT 68.5 PERCENT.

Key Ratios Review

Liquidity ratios help investors to determine a company’s ability to pay off its debts. For the most recent quarter, quick ratio was 3.7, current ratio was 3.7, LT Debt/Equity ratio was 0 and Total Debt/Equity ratio stands at 0, while Payout ratio is 0.
Return on Assets, Investment and Equity
Zynga, Inc. (ZNGA) has a Return on Assets of -1.2 percent, Return on Investment of -7.4 percent and a Return on Equity of -1.4 percent.

Simple Moving Average

Moving averages are used as a strong indicator for technical stock analysis and it helps investors in figuring out where the stock has been and also helps in determining where it may be possibly heading. Now we look at the Moving Averages, the 200-day is -3.34%, the 50-day is -8.02% and the 20-day is -4.63%.
EPS Growth Analysis
The company’s diluted EPS for trailing twelve months was -0.03.
EPS Estimate for the next year is 0.14.
EPS Estimate for the next Quarter is 0.03.
EPS Growth this year is 7.5 percent.

EARNINGS AND SALES GROWTH

EPS GROWTH FOR THE NEXT 5 YEARS IS 30 PERCENT.
Annual EPS growth Past 5 years is 26.6 percent.
Annual Sales Growth in the past 5 years was -8.2 percent.
QUARTERLY REVENUE GROWTH ON YEAR-OVER-YEAR BASIS STANDS AT 23.1 PERCENT.
QUARTERLY EARNINGS GROWTH ON YEAR-OVER-YEAR BASIS STANDS AT 138.6 PERCENT.
Investment Valuation Ratios
The company P/E (price to earnings) ratio is 0 and Forward P/E ratio is 25.68. The company P/S (price to Sales) ratio is 3.88, P/B (price to Book) ratio is 1.9, while its P/C (price to Cash) ratio stands at 4.11.

Volatility Analysis

If we look at the Volatility of Zynga, Inc. (ZNGA), Week Volatility is 4.21%, whereas Month Volatility is at 2.94%.


TECHNICAL INDICATORS

ZYNGA, INC. (ZNGA)’S RSI (RELATIVE STRENGTH INDEX) IS AT 40.55, ITS ATR (AVERAGE TRUE RANGE) VALUE IS 0.12, WHILE ITS BETA FACTOR WAS CALCULATED AT 0.49.

EARNINGS RELEASE DATE

THE COMPANY IS ESTIMATED TO REPORT EARNINGS ON FEB 07 AMC.
Analysts Recommendation
Zynga, Inc. (ZNGA) has an Analysts’ Mean Recommendation of 2.4.
Insider Ownership and Transactions
Zynga, Inc.’s insider ownership stands at 0.5 percent, while its insider transaction is -4.3 percent.


INSTITUTIONAL OWNERSHIP AND TRANSACTIONS

Institutional ownership refers to the ownership stake in a company that is held by large financial organizations, pension funds or endowments. ZYNGA, INC.’S INSTITUTIONAL OWNERSHIP IS 81.1%, while its institutional transactions stand at 0.01%.

Source:

https://standardoracle.com/2018/02/07/why-should-investors-reconsider-zynga-inc-znga-2/



EDITION:
FEBRUARY 07 2018
SHORT INTEREST IN ZYNGA INC (ZNGA) DECLINES BY 34.3%

Source:

theafricom.com/2018/01/18/short-interest-in-zynga-inc-znga-declines-by-34-3.html



INSTITUTIONAL INVESTOR SENTIMENT ABOUT ZYNGA INC (NASDAQ:ZNGA) UP

FEBRUARY 7, 2018

BY ADRIAN MCCOY


Source:

https://bzweekly.com/2018/02/07/institutional-investor-sentiment-about-zynga-inc-nasdaqznga-up/

[penny haven]

Z has been a piece of crap for YEARS. But is great stock to daytrade!

[B-Dawg]

Unreal, earnings surprise.... the surprise is really will this company ever find good graces with Wall Street and the banks. Stock price continually manipulated and killed by both.... without any specific reason or news. $3.45 pps.... seriously.... buying opportunities or simply slow death?

[Trevor11]

ZNGA: OUR PROVEN MODEL SHOWS ZNGA IS LIKELY TO DELIVER A POSITIVE SURPRISE THIS QUARTER.






OUR PROVEN MODEL SHOWS THE COMPANY IS LIKELY TO DELIVER A POSITIVE SURPRISE THIS QUARTER.

THESE ANALYSTS ALSO FORECASTED GROWTH ESTIMATES FOR THE CURRENT QUARTER FOR ZNGA TO BE 200%.


THEY ARE PROJECTING NEXT QUARTER GROWTH OF 100%.

…AND 0 ANALYSTS RATED THE STOCK AS SELL.






ZYNGA (ZYNGA) Q4 EARNINGS TO GAIN ON STRONG MOBILE PORTFOLIO

FEBRUARY 05, 2018, 09:53:00 AM EDT BY ZACKS EQUITY RESEARCH, ZACKS.COM



Shutterstock photo

ZYNGA ZNGA IS SET TO REPORT FOURTH-QUARTER 2017 RESULTS ON FEB 7. The company's earnings have lagged the Zack Consensus Estimate in two of the trailing four quarters, with an average negative surprise of 100%.

LAST QUARTER, the company reported earnings of 2 cents per share, which were in line with the consensus estimate. REVENUES INCREASED 23% YEAR OVER YEAR TO $224.6 MILLION AND BEAT THE ZACKS CONSENSUS ESTIMATE OF $210 MILLION.

FOR FOURTH-QUARTER 2017, total revenues and bookings are EXPECTED AT $215 MILLION AND $210 MILLION, RESPECTIVELY. MOREOVER, ADJUSTED EBITDA IS PROJECTED AT $35 MILLION.

Let's see how things are shaping up for this announcement.

Zynga Inc. Price and EPS Surprise

Zynga Inc. Price and EPS Surprise | Zynga Inc. Quote
Key Factors

ZYNGA BENEFITS FROM THE SURGE IN MOBILE GAMING AUDIENCE. IN THE THIRD QUARTER, mobile revenues were 87% of total revenues compared with 80% in the year-ago quarter. Additionally, mobile revenues jumped 33% from the year-ago quarter.

THE COMPANY'S INCREASING PAYER CONVERSION RATE driven by games like CSR Racing 2 ( CSR2 ) and Zynga Poker is a key catalyst. Notably, payer conversion was 2.4% in third-quarter 2017 compared with 2.3% reported in the year-ago quarter.

DURING THE QUARTER, ZYNGA LAUNCHED AR MODE (AUGMENTED REALITY INTEGRATION) FOR CSR2 , DESIGNED WITH APPLE'S AAPL ARKIT AND EXCLUSIVELY AVAILABLE FOR IPHONE AND IPAD WITH IOS 11. THE COMPANY ALSO LAUNCHED WORDS WITH FRIENDS 2.

Zynga's continuing investments on new emerging gaming platforms like chat and AR is positive. Management believes that Facebook Instant Games and Apple's iMessage present significant growth opportunity.

MOREOVER, THE COMPANY'S COST-CUTTING INITIATIVES ARE HELPING IT IMPROVE OPERATIONAL EFFICIENCY. Non-GAAP operating expenses declined 4% to $121.3 million in the last quarter.

Zynga also acquired mobile card game studio of Peak Games. The deal strengthened the company's casual card game portfolio with the addition of popular mobile card games such as Spades Plus and Gin Rummy Plus.

However, Zynga expects advertising to deteriorate slightly due to web declines and softer pricing in the mobile gaming advertising market. Moreover, intense competition from the likes of Glu Mobile, EA and Nintendo is a concern.

WHAT OUR MODEL SAYS

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP . The Sell-rated stocks (Zacks Rank #4 or 5) are best avoided. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter .

ZYNGA HAS A ZACKS RANK #3 AND AN EARNINGS ESP OF +31.25%. Therefore, OUR PROVEN MODEL SHOWS THAT THE COMPANY IS LIKELY TO DELIVER A POSITIVE SURPRISE THIS QUARTER.

Stocks That Warrant a Look

Here are a couple of stocks that you may want to consider as our model shows that they have the right combination of elements to deliver an earnings beat in their upcoming release.

NVIDIA NVDA has an Earnings ESP of +6.87% and a Zacks Rank #2. You can see the complete list of today's Zacks #1 Rank stocks here .

ACTIVISION BLIZZARD ATVI HAS AN EARNINGS ESP OF +4.99% AND A ZACKS RANK #3.

TODAY'S STOCKS FROM ZACKS' HOTTEST STRATEGIES
IT'S HARD TO BELIEVE, EVEN FOR US AT ZACKS. BUT WHILE THE MARKET GAINED +18.8% FROM 2016 - Q1 2017, OUR TOP STOCK-PICKING SCREENS HAVE RETURNED +157.0%, +128.0%, +97.8%, +94.7%, AND +90.2% RESPECTIVELY.
AND THIS OUTPERFORMANCE HAS NOT JUST BEEN A RECENT PHENOMENON. OVER THE YEARS IT HAS BEEN REMARKABLY CONSISTENT. FROM 2000 - Q1 2017, the composite yearly average gain for these strategies has beaten the market more than 11X over. Maybe even more remarkable is the fact that we're willing to share their latest stocks with you without cost or obligation.


Source:

https://www.nasdaq.com/article/zynga-zynga-q4-earnings-to-gain-on-strong-mobile-portfolio-cm916210





BUSINESS

ANALYSTS ESTIMATES AND RATINGS ZYNGA, INC. (ZNGA)
BY SHANE OLSEN -
FEB 5, 2018
0
11

ZYNGA, INC. (ZNGA) WILL REPORT ITS NEXT EARNINGS ON FEB 07 AMC. THE COMPANY REPORTED THE EARNINGS OF $0.03/SHARE IN THE LAST QUARTER where the estimated EPS by analysts was $0.02/share. The difference between the expected and actual EPS was $0.01/share, which represents an Earnings surprise of 50%.

Many analysts are providing their Estimated Earnings analysis for Zynga, Inc. and FOR THE CURRENT QUARTER 13 ANALYSTS HAVE PROJECTED THAT THE STOCK COULD GIVE AN AVERAGE EARNINGS ESTIMATE OF $0.03/SHARE. These analysts have also projected a Low Estimate of $0.02/share and a High Estimate of $0.03/share.

In case of Revenue Estimates, 13 analysts have provided their consensus Average Revenue Estimates for Zynga, Inc. as 213.18 Million. According to these analysts, the Low Revenue Estimate for Zynga, Inc. is 210 Million and the High Revenue Estimate is 218.2 Million. THE COMPANY HAD YEAR AGO SALES OF 201.5 MILLION.

THESE ANALYSTS ALSO FORECASTED GROWTH ESTIMATES FOR THE CURRENT QUARTER FOR ZNGA TO BE 200%. THEY ARE PROJECTING NEXT QUARTER GROWTH OF 100%. For the next 5 years, Zynga, Inc. is expecting Growth of 30% per annum, whereas in the past 5 years the growth was -30.06% per annured SOME BUY SIDE ANALYSTS ARE ALSO PROVIDING THEIR ANALYSIS ON ZYNGA, INC., WHERE 3 ANALYSTS HAVE RATED THE STOCK AS STRONG BUY, 0 ANALYSTS HAVE GIVEN A BUY SIGNAL, 1 SAID IT’S A HOLD, AND 0 ANALYSTS RATED THE STOCK AS SELL. (These Recommendations are for the Current Month Only reported by Yahoo Finance.)

When it comes to the Analysis of a Stock, Price Target plays a vital role. ANALYSTS REPORTED THAT THE PRICE TARGET FOR ZYNGA, INC. MIGHT TOUCH $5.25 HIGH WHILE THE AVERAGE PRICE TARGET AND LOW PRICE TARGET IS $4.39 AND $3.75 RESPECTIVELY.
The Relative Volume of the company is 0.8 and Average Volume (3 months) is 11.03 million.

The company shows its Return on Assets (ROA) value of -1.2%. The Return on Equity (ROE) value stands at -1.4%. While it’s Return on Investment (ROI) value is -7.4%.
While looking at the Stock’s Performance, Zynga, Inc. currently shows a Weekly Performance of -3.22%, where Monthly Performance is -10.2%, Quarterly performance is -5.99%, 6 Months performance is -2.17% and yearly performance percentage is 42.13%. Year to Date performance value (YTD perf) value is -9.75%. The Stock currently has a Weekly Volatility of 3.52% and Monthly Volatility of 2.83%.

Source:

https://www.newsoracle.com/2018/02/05/analysts-estimates-and-ratings-zynga-inc-znga-3/

[Luchador]

Been a little brutal, good but opportunity I guess. Good luck everyone.

Did this last time, but with different circumstances surrounding it.

[Sween3y]

ya i am holding came in at 1.73 hoping to see 4 by the end of feb

[B-Dawg]

Gluttons for punishment. I think the future is bright for zynga, for me it’s just a matter of being patient enough

[Luchador]

Looks like we’re back on this roller coaster again lol

[B-Dawg]

I’m under but holding on to my calls.

[Luchador]

There is no reason for this drop, I think we’ll see 4.25+ after earnings.

What are y’all feeling? Seems like this thing historically drops before earnings.

[Trevor11]

ZNGA: THE NBA GIVES ASSIST TO SPORTS BETTING, SOME TECH PLAYERS (FB...




…SOME TECH PLAYERS (FB, ZNGA)



...THE NFL AND MAJOR LEAGUE BASEBALL have been mostly quiet on the issue, ANALYSTS EXPECT THE SPORTS LEAGUES TO FOLLOW THE NBA'S LEAD OF LOOKING FOR A SLICE OF THE ACTION...








THE NBA GIVES AN ASSIST TO SPORTS BETTING PUSH
JAN. 24, 2018 12:37 PM ET|
BY: CLARK SCHULTZ, SA NEWS EDITOR


THE NBA IS PLACING ITSELF FRONT AND CENTER IN THE DEBATE ON SPORTS BETTING.

In testimony in front of the New York State Senate committee, AN ATTORNEY FOR THE LEAGUE SAYS THE NBA WANTS MORE WIDESPREAD ACCESS TO GAMBLING FOR ITS FANS UNDER A LEGALIZED FRAMEWORK THAT INCLUDES SMARTPHONES AND BETTING KIOSKS OUTSIDE OF CASINOS AND RACETRACKS.
THE NBA ALSO WANTS TO RAKE OFF 1% OF EVERY BET MADE ON GAMES INVOLVING ITS TEAMS.
Though THE NFL AND MAJOR LEAGUE BASEBALL have been mostly quiet on the issue, ANALYSTS EXPECT THE SPORTS LEAGUES TO FOLLOW THE NBA'S LEAD OF LOOKING FOR A SLICE OF THE ACTION instead of fighting legalized sports betting.

THE U.S. SUPREME COURT IS EXPECTED to decide this spring on a New Jersey case that could overturn a federal ban on large-scale sports betting. THE NUMBER OF COMPANIES THAT COULD BE IMPACTED BY THE SCOTUS DECISION IS WIDESPREAD (OTCPK:EIHDF, OTC:BTFRF, OTC:PYGMF, OTCPK:PDYPY, OTCPK:WIMHF, OTCPK:WIMHY, RRR, CZR, MGM, BYD, OTCPK:LDBKF, OTCPK:LDCOY, OTCPK:RANKF, DDAY, GDEN, NYNY, CHDN, FLL, PENN, SGMS, CNTY, OTCQB:TPCA, LVS, ERI, WYNN) and might even include SOME TECH PLAYERS (FB, ZNGA) depending upon the ruling and how federal law is impacted.
Related ETF: BJK.

Source:

https://seekingalpha.com/news/3324936-nba-gives-assist-sports-betting-push






PATENTS ASSIGNED TO ZYNGA INC.

MONEY CARD IN POKER GAME

PATENT NUMBER: 9870676

Abstract: METHODS, AND COMPUTER PROGRAMS ARE PROVIDED FOR GAMES WITH AN ADDITIONAL CHANCE FOR A FEE. One method includes operations for providing an interface for playing a game, and executing game operations to determine the outcome of the game, where the outcome includes a combination obtained by the player. Additionally, the method includes operations for determining if the combination is eligible for allowing the player to improve, and for ending the betting game when the combination is ineligible for improvement. The option to improve is provided when the combination is eligible to improve the combination. IN ONE EXAMPLE, THE GAME IS A VIDEO POKER GAME, AND A MONEY CARD IS OFFERED TO THE PLAYER IF THE PLAYER COULD IMPROVE THE HAND TO A STRAIGHT OR BETTER. IF THE PLAYER SELECTS THE MONEY CARD, A FEE IS CHARGED that does not increase the bet of the player for the hand being played.
Type: Grant
Filed: June 16, 2014
DATE OF PATENT: JANUARY 16, 2018
ASSIGNEE: ZYNGA INC.
Inventors: Thomas Arthur Shoenhair, Bradley James Harrison

Description
BACKGROUND
1. Field of the Invention
The present embodiments relate to methods for providing an online game, and more particularly, methods, systems, and computer programs for providing an online game with different betting options.
2. DESCRIPTION OF THE RELATED ART
ONLINE BETTING GAMES HAVE BECOME VERY POPULAR, including casino-style games, such as video slots, online poker, video poker, blackjack, etc. In order to make games more interesting, game providers try to offer alternatives within the game to increase their variability, challenges, and bonus games…









•MULTI-HAND BET WITH ESCALATING PAYOUTS

Patent number: 9875615

Abstract: Methods, systems, and computer programs are presented for providing games with multi-hand bets with escalating payouts. One method includes an operation for providing an interface for a betting game, the interface including an option to select single or multiple turn bets. Additionally, the method includes an operation for detecting a player selection of the multiple-turn bet, which has a plurality of single turns, each single turn being associated with a respective payout multiplier. The method executes game operations for each single turn until the player loses or until the player plays the last turn, and calculates the total winnings, which are equal to the sum of winnings from each single turn. The winnings from each single turn are equal to the respective payout multiplier times the winnings determined from a payout table. In addition, the method includes an operation for providing the total winnings, if any, to the player.
Type: Grant
Filed: June 16, 2014
DATE OF PATENT: JANUARY 23, 2018
ASSIGNEE: ZYNGA INC.
Inventors: Thomas Arthur Shoenhair, Bradley James Harrison


Source:

https://patents.justia.com/assignee/zynga-inc

[Trevor11]

ZNGA: AMONG WELL-KNOWN MEMBERS OF GAMR'S DRIVERS


THE MAJOR VIDEO GAME PUBLISHERS ARE DEDICATING RESOURCES TO DEVELOP ESPORTS STRATEGIES AROUND KEY FRANCHISES,” SAID FITCH.

ESPORTS A CATALYST FOR VIDEO GAME ETF






TODD SHRIBER, ETF PROFESSOR , BENZINGA STAFF WRITER

JANUARY 29, 2018 1:33PM

Related
Why ETFs Are Thriving In 2017
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The ETFMG Video Game Tech ETF GAMR 0.31% surged 59.5 percent last year, making it one of 2017's best-performing non-leveraged exchange-traded funds. That stellar performance also makes it difficult for the lone dedicated video game ETF to outdo itself in 2018.
Credit to GAMR because it's trying to top that amazing 2017 showing. Sure, 2018 is still in its infancy, but the video game ETF is already up about 8 percent after flirting with a record high last week. GAMR, which turns two years old in March, tracks the EEFund Video Game Tech Index.
That “index is designed to reflect the performance of companies involved in the video game technology industry, including game developers, console and chip manufacturers and game retailers,” according to New Jersey-based ETF Managers Group Inc. (ETFMG).
Excellent eSports
The fast-growing eSports phenomenon is seen as a bona fide catalyst for GAMR and its components.

“The growth in popularity of eSports will benefit some sectors at the expense of others,” according to Fitch Ratings. “VIDEO GAME COMPANIES ARE BEST POSITIONED TO BENEFIT FROM INCREASED FRANCHISE POPULARITY AND GROWTH AND A FAVORABLE SHIFT to less volatile advertising and sponsorship revenues.”
[color=green]GAMR HOLDS 58 STOCKS, NEARLY TWO-THIRDS OF WHICH ARE CONSIDERED HOME ENTERTAINMENT SOFTWARE MAKERS. APPLICATION SOFTWARE AND INTERNET SOFTWARE MAKERS combine for 15.7 percent of GAMR's roster. Technology hardware and semiconductor makers combine for almost 12 percent of the ETF.

“THE MAJOR VIDEO GAME PUBLISHERS ARE DEDICATING RESOURCES TO DEVELOP ESPORTS STRATEGIES AROUND KEY FRANCHISES,” SAID FITCH. “The differing APPROACHES RANGE FROM FOCUSING ON THE TOP TIER OF PROFESSIONAL COMPETITION TO ATTRACT MAJOR MEDIA CONTRACTS, TO FACILITATING SMALLER, LOCALIZED TOURNAMENTS TO HELP GROW OVERALL PLAYER ENGAGEMENT.”

GAMR DRIVERS

WELL-KNOWN MEMBERS OF GAMR'S LINEUP INCLUDETake-Two Interactive Software, Inc. TTWO 0.17%, Activision Blizzard, Inc. ATVI 0.19% and ZYNGA INC. ZNGA 1.34%.

“FITCH BELIEVES THAT THE CONTINUED GROWTH AND AWARENESS OF ESPORTS WILL BENEFIT VIDEO GAME PUBLISHERS THROUGH HIGHER ACTIVE USER BASES, INCREASED SALES OF HIGH-MARGIN MICRO TRANSACTIONS AND HIGHER SUSTAINABILITY/LONGER REVENUE-GENERATING LIFESPAN OF CORE FRANCHISES THAT ARE TRANSITIONED INTO ESPORTS,” the ratings agency said. “THE DOLLAR POTENTIAL OF MEDIA RIGHTS WILL ALSO BE A LONG-TERM CASH FLOW OPPORTUNITY AND POTENTIAL CREDIT POSITIVE, ONCE USER ENGAGEMENT IS QUANTIFIED ON A MORE STANDARDIZED LEVEL.”
eSports is currently a $700 million industry, a fraction of the multi-billion dollar enterprises that are traditional sports leagues, such as the NBA and NFL.


Source:

https://www.benzinga.com/analyst-ratings/analyst-color/18/01/11091457/esports-a-catalyst-for-video-game-etf

[Trevor11]

ZNGA: MORGAN STANLEY LIKES THEM SO MUCH, (6) SIX THAT HE THINKS COULD OUTPERFORM, PROFITABLE GROWTH FOR ZNGA 2018 AND 2019.






MORGAN STANLEY HAS PICKED SIX INTERNET STOCKS THAT IT SAYS WILL MAKE GOOD INVESTMENTS IN 2018.

68 COMPANIES IN THE GROUP.

WITHOUT FURTHER ADO, HERE ARE THOSE STOCKS


Morgan Stanley rationale: "WE ARE BULLISH ON ZNGA and see them in the beginning of a multi-year turnaround driven by a live services strategy that started with Poker and should translate well with other Zynga IP. Combined with opex discipline with new games to be released in 2H18, WE SEE STRONG MARGIN EXPANSION AND PROFITABLE GROWTH FOR ZNGA 2018 AND 2019."









SIX INTERNET STOCKS THAT IT SAYS WILL MAKE GOOD INVESTMENTS IN 2018



• JOE CIOLLI

•
• JAN. 16, 2018, 6:05 AM
• 65,625
• FACEBOOK
• LINKEDIN
• TWITTER
• EMAIL
• PRINT
Thomson Reuters
• TECHNOLOGY STOCKS HAVE BEEN A BEACON OF STRENGTH IN THE STOCK MARKET FOR MUCH OF THE 8 1/2-YEAR EQUITY BULL MARKET, AND A BIG DRIVER HAS BEEN INTERNET COMPANIES.
• MORGAN STANLEY HAS PICKED SIX INTERNET STOCKS THAT IT SAYS WILL MAKE GOOD INVESTMENTS IN 2018.
________________________________________

IN 2017, MAKING MONEY INVESTING IN TECH STOCKS WAS AN EASY PROPOSITION.
The S&P 500 Information Technology Index surged 37%, outpacing the next-closest sector by 15 percentage points and nearly doubling the return for the benchmark. OF THE 68 COMPANIES IN THE GROUP, A WHOPPING 61 POSTED A POSITIVE RETURN FOR THE YEAR. It was a veritable bonanza of stock gains.
BUT WHAT ABOUT 2018? With stock-picking conditions the ripest they've been since the tech bubble, THERE ARE STILL PLENTY OF MONEY-MAKING OPPORTUNITIES IN THE INDUSTRY.

THE MORGAN STANLEY ANALYST BRIAN NOWAK HAS PUT TOGETHER STOCK RECOMMENDATIONS FOR THE INTERNET SECTOR SPECIFICALLY, WEIGHING A MULTITUDE OF FACTORS TO ARRIVE AT SIX THAT HE THINKS COULD OUTPERFORM IN 2018.
WITHOUT FURTHER ADO, HERE ARE THOSE STOCKS, WITH AN EXPLANATION OF WHY MORGAN STANLEY LIKES THEM SO MUCH:
View As: One Page Slides


GrubHub

Markets Insider
Ticker: GRUB
Price target: $77
Stock upside: 13%
Morgan Stanley rationale: "We are OW on GRUB and see the announced acquisitions as smart moves to further solidify its #1 share in a growing online delivery marketplace. On a pro-forma basis, GRUB is 3.5x larger than its nearest competitor with 50% more supply, which we believe better positions GRUB to continue to drive the budding online food delivery industry. We do not expect competitive pressure (particularly from Amazon Restaurants and UberEats) to let up, but see GRUB's larger revenue base enabling it to scale faster with strong EBITDA and cash flow."

ZYNGA

Markets Insider
TICKER: ZNGA
PRICE TARGET: $4.50
STOCK UPSIDE: 13%
MORGAN STANLEY RATIONALE: "WE ARE BULLISH ON ZNGA and see them IN THE BEGINNING OF A MULTI-YEAR TURNAROUND DRIVEN BY A LIVE SERVICES STRATEGY THAT STARTED WITH POKER AND SHOULD TRANSLATE WELL WITH OTHER ZYNGA IP. COMBINED WITH OPEX DISCIPLINE WITH NEW GAMES TO BE RELEASED IN 2H18, WE SEE STRONG MARGIN EXPANSION AND PROFITABLE GROWTH FOR ZNGA 2018 AND 2019."



Activision Blizzard

Markets Insider
Ticker: ATVI
Price target: $75
Stock upside: 8%
Morgan Stanley rationale: "We are Overweight ATVI as we think the digital transformation is still early days and will lead to better than expected EPS growth over the next 3-5 years. After a 75% run in 2017, ATVI trades at 26x Consensus 2018 EPS. While not cheap, we note that we are 9% of the street on 2018 EPS and we see multiple drivers of upside in 2018/2019 given strong execution in 2017."
Zillow

Markets Insider
Ticker: Z
Price target: $50
Stock upside: 12%
Morgan Stanley rationale: "After underperforming in 2017, Z trades at historic lows (25x 2018 EBITDA). Our StreetEasy monetization math shows a high margin $300mn revenue opportunity and we think fears over CFPB are overblown. While 25x EBITDA is not cheap, we believe this is an attractive entry point for a high quality asset growing revenue/adj. EBITDA 19%/35% over the next 5 years, and is a category winner in a large and attractive market."
Facebook

Markets Insider
Ticker: FB
Price target: $215
Stock upside: 15%
Morgan Stanley rationale: "We remain positive on FB as we expect continued ad beats ahead even as ad load growth declines in 2018. Core ad load is falling as FB increases its video focus and changes its algorithm to push more long-form video content. In our view, FB ad pricing can materially increase in the auction market to offset slowing ad load growth."
Amazon

Markets Insider
Ticker: AMZN
Price target: $1,250
Stock upside: -2%
Morgan Stanley rationale: "We are Overweight AMZN and believe the company will continue to grow 20+% with the highest margin revenue streams growing the fastest (subscription, advertising, and credit cards). We believe AMZN will choose to invest gross profit dollar generation over the next few years, but investments will result in increased earnings and cashflow in out years and lead to positive estimate revisions."


Source:
www.businessinsider.com/morgan-stanley-6-best-internet-stocks-this-year-2018-1/#zillow-4

[B-Dawg]

I’ve been waiting for years for this company to get it together. Utilizing blockchain for in game payments would be HUGE for revenues and definitely get this company back in the spotlight.

[Trevor11]

ZNGA: $5-$8. IS THE FAIR PRICE, also Facebook(FB) announced…




Facebook(FB) announced…ZYNGA'S WORDS WITH FRIENDS WILL BE THE FIRST GAME TO USE IT AND IS EXPECTED TO LAUNCH IN EARLY 2018.


…A DEFENSIVE MOVE TO PROTECT ZYNGA'S MARKET SHARE.

CONCLUSIONS

...ZYNGA IS ON THE VERGE OF COMPLETING ITS TURNAROUND;

IT HAS DECENT CHANCES OF BEATING THE Q4 GUIDANCE,

Q4 IS TRADITIONALLY A GOOD QUARTER FOR ADVERTISING REVENUE.



ZYNGA: PLAY THE GAME
JAN.21.18 | ABOUT: ZYNGA (ZNGA)

MAURO SOLIS
LONG ONLY, VALUE, GROWTH, NATURAL RESOURCES

SUMMARY
THE FAIR PRICE IS BETWEEN $5-$8.


The stock price is not reflecting a turnaround.
Q4 earnings are not a big deal; Q1 guidance is the real important thing for the next earnings call.
ZYNGA (ZNGA) HAS TURNED AROUND, BUT THE STOCK PRICE IS NOT REFLECTING IT. Next earnings guidance is overly cautious, and the result will improve the optics of the stock significantly.
THE GAMING WORLD IS GROWING HIGH-SPEED AND MOBILE/CASUAL GAMING IS STILL TAKING SHAPE. Zynga has the most exposure to this trend with acceptable levels of risk. IT HAS NO LONG-TERM DEBT, AND IT WILL BE ABLE TO USE ITS PROFITABILITY TO OUTRUN SOME OF ITS COMPETITORS.

VALUATION
FOUR ITEMS ARE CRITICAL TO MAKING AN ACCURATE ZYNGA VALUATION:
• ZYNGA DOES NOT HAVE LONG TERM DEBT.
• IT HAS ABOUT $0.85 PER SHARE IN CASH AND MARKETABLE SECURITIES.
• ITS 660,000 SQF COMPLEX IN CALIFORNIA IS WORTH CONSERVATIVELY $0.15 PER SHARE
• REVENUE IS GOING UP, COST OF REVENUE AND EXPENSES ARE TRENDING DOWN.
I like to use Peter Lynch's ratio when valuing a stock. This method uses the ratio between the expected earnings growth and the P/E of the stock to determine its fair value. A stock that has a 1:1 ratio is reasonably priced. The higher the number, the more underpriced the stock is.
The current price of Zynga is $3.75; discounting the $1.00 per share ($0.85 from cash and $0.15 from their complex), the real price is 2.75 dollars per share.

Zynga's current EPS is -$0.024. Instead of comparing current EPS to the expected EPS for 2018, which would give spectacular and unrealistic growth numbers, I will assume Zynga's future EPS on the basis of the Q4 guidance. In this fashion, Zynga's EPS is $0.30, which gives a PE of 92.
Source: SEC filings
Zynga would have to grow 92% annually to be reasonably priced. To be fair Q4 guidance shows a bit of a decline in earnings but this is after having two consecutive quarters of triple-digit growth. Forecasting the 4% quarterly revenue increases (which is 1% less than what revenue grew in 2017) and maintaining 71.6% gross profit, EPS one-year from now would triple to $0.9. This growth gives a Lynch Index of 2.17.

Update 01/22/2018: For the stock to fairly price it would have to rise to 8 dollar range but, as one of my followers accurately pointed out, Lynch index typically considers long-term valuations, not yearly growths, however for companies that have recently become profitable I prefer to do iterative estimates.
Source: Seeking Alpha AMD Article The Time to buy is now
So how does the long run looks like? by next year the stock's explosive growth will be over, giving way to a more sustainable growth pattern of 47% on average until 2021, when growth appears to calm down (or more precisely, it is too far into the future to predict). WITH $0.09 EPS AND CONSIDERING CASH PROJECTIONS, THE STOCK WOULD BE ON TRADING AROUND $5.25 IN 2019 AND $7.00 by 2020. Very respectable stock price increases.
Source:Simply Wallstreet
Shall They Beat Q4 Guidance?
When looking at the income model of the company, it is easy to see that bearish revenue expectations caused the Q4 guidance earnings. The reduction of revenue guidance is most likely explained by one of the following:
1. Overly cautious guidance: I estimate there is a 50% chance of being the case.
2. A more significant decrease in web and older games: In the long run that is not worrisome and is unlikely in my opinion.
3. The fact that Q3 benefited from a bit of one-time revenue.
4. A combination of all of those factors.
ALL THOSE THINGS COULD BE OFFSET BY THE IMPORTANT JOB ZYNGA HAS BEEN DOING INCREASING ITS PROFIT MARGIN. GROSS MARGIN CLIMBED 5% IN THE LAST YEAR AND GUIDANCE PROBABLY IS NOT CONSIDERING A SIGNIFICANT IMPROVEMENT. ADDITIONALLY, Q4 IS TRADITIONALLY A GOOD QUARTER FOR ADVERTISING REVENUE.

Considering these points I believe there is a 70% chance of Zynga beating Q4 revenue, and overall it is not an exiting result. What will be exciting is to see how its acquisition of Peak Games' mobile card studio affects the Q1 earnings of 2018 and how Zynga will continue to leverage its cash for acquisitions.
VR AND OTHER GOOD NEWS
ZYNGA IS TESTING VR IN THE CSR RACING 2; the AR mode will only be available for Apple (AAPL) iPhone and iPad. Leaving aside the quality of the feature and whether or not IT WILL HELP CSR TO IMPROVE IN-APP PURCHASES, THIS INCURSION (IN MY OPINION) SHOULD BE SEEN AS A DEFENSIVE MOVE TO PROTECT ZYNGA'S MARKET SHARE. IN THIS PARTICULAR CASE, IT WILL BE HARDER FOR SMALLER COMPETITORS TO COMPETE WITH CSR RACING 2. THE VIDEO BELOW SHOWS HOW THE FEATURE WORKS.

As for Web gaming, Facebook(FB) announced it plans to launch a live streaming capability that will allow users to more easily play and share game experiences. (FULL ARTICLE HERE) ZYNGA'S WORDS WITH FRIENDS WILL BE THE FIRST GAME TO USE IT AND IS EXPECTED TO LAUNCH IN EARLY 2018.


CONCLUSIONS
ZYNGA IS ON THE VERGE OF COMPLETING ITS TURNAROUND; IT HAS DECENT CHANCES OF BEATING THE Q4 GUIDANCE, but it's way more important to see how the Q1 guidance will be. The fair stock price is in the $5-$8 dollars range. Q4 results or Q1 guidance could be the catalyst needed for this stock to launch to its fair price.

Disclosure: I am/we are long ZNGA.
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article…


Source:

https://seekingalpha.com/article/4138930-zynga-play-game