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Private Equity Giants Eye Smartsheet in a Major Acquisition Move

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Written by Timothy Sykes
Reviewed by Jack Kellogg Fact-checked by Ellis Hobbs

Smartsheet Inc. Class A is trading up by 5.98 percent on Tuesday, driven by a confluence of positive news. The most significant development contributing to this price movement is the announcement of Smartsheet forming a strategic partnership with a major technology firm to enhance collaboration software. This alliance is anticipated to bolster Smartsheet’s market position and revenue growth, buoying investor confidence and pushing the stock higher.

  • Private equity firms Vista Equity Partners and Blackstone (BX) are poised to acquire Smartsheet (SMAR) at approximately $56 per share, valuing the company near $8B.
  • Citi raised Smartsheet’s price target to $63 from $55 and maintains a Buy rating, citing strong subscriber revenue.
  • Smartsheet reports robust Q2 earnings, exceeding consensus EPS and revenue estimates, with a growth led by enterprise sector expansion.

Candlestick Chart

Live Update at 08:32:34 EST: On Tuesday, September 24, 2024 Smartsheet Inc. Class A stock [NYSE: SMAR] is trending up by 5.98%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.

Smartsheet’s Financial Fortitude Unveiled: Recent Earnings and Key Metrics

When Smartsheet Inc. released its second-quarter results for fiscal year 2025, it was like opening an action-packed book filled with financial triumphs. Revenue climbed an impressive 17% year-over-year, reaching $276.4M. Total revenue saw an annualized recurring revenue surge too, leading analysts to heap praise on the numbers pouring in. But the star of the show? It’s the shift in their GAAP and non-GAAP net income, coupled with a promising forecast for the upcoming quarters.

Let’s take a quick tour through their latest financial report, akin to browsing through plot twists in a thriller novel. They forecast FY25 EPS to be between $1.36 and $1.39, smashing the previous consensus of $1.25. Revenue is projected to be within the range of $1.116B to $1.121B, which aligns closely with expectations. This predictability amid continuous growth is what’s driving the excitement among shareholders.

Digging deeper into the numbers, Smartsheet’s stock price over recent weeks showcases a rollercoaster of fluctuations. For instance, Sep 24, 2024, closed at $55.20 while Sep 23, 2024, saw a rise up to $52.09, indicating a general upward trend albeit with its bumps. This ascent reflects market sentiment stirred by internal operations and external news like acquisition talks and strong earnings.

Under The Microscope: Smartsheet’s Key Financial Metrics

Smartsheet’s profitability ratios offer a peek behind the curtains:
* EBIT margin at -6.1% and Pretax profit margin at -19.7% highlight the strides SMAR needs to make to turn its operational efficiency into profitability.
* Gross margin stands at a formidable 81.6%, ensuring there’s ample room to absorb operational costs.
* Smartsheet’s valuation measures show price-to-sales ratio at 6.94, marking high investor expectations and confidence.

On the balance sheet, you see a company that’s financially fortified:
* Total Assets amount to $1.362B, and Goodwill and Other Intangible Assets contribute $164M, anchoring its valuation.
* In terms of financial strength, Total Debt to Equity is a mere 0.06, while the Quick Ratio of 1.4 indicates healthy liquidity to cover short-term obligations.

Looking at Smartsheet’s vigorous management effectiveness:
* Return on Assets (ROA) at -12.7% and Return on Equity (ROE) at -24.59% imply a need for strategic focus on leveraging asset base and equity to bolster returns.
* Receivables turnover of 6 marks efficient collection but leaves room for a tighter operation.

More Breaking News

The Tale of Acquisition Talks: How It Impacts SMAR’s Stock

The news of Vista and Blackstone closing in on Smartsheet at around $56 per share stirred the market like a rock hitting calm waters. With valuations approximating $8B, such a hefty proposed acquisition price reflects enormous confidence in Smartsheet’s future growth potential. It’s the deal everyone’s talking about, sending ripples through financial circles.

In the world of deal-making, a $56 per share proposal isn’t just a number; it’s a statement. Private equities like Vista and Blackstone rarely misjudge the waters they’re stepping into. For Smartsheet, this interest is a glowing endorsement of its intrinsic value and much-anticipated growth trajectory. These developments revitalized its stock, pushing shares up by 7% after the news hit the street.

Moreover, Citi’s revised price target to $63 and its reiterated Buy rating shine a beacon of optimism over Smartsheet. With analysts pointing to strong subscriber revenue, backed by robust enterprise momentum, it’s like Smartsheet navigating through clouded waters guided by a lighthouse of confidence.

Earnings Rhythms: Smartsheet Beats Expectations

Reporting a stand-out quarter is like hitting every note perfectly in a symphony. Smartsheet’s Q2 earnings featured key beats on consensus EPS and revenue estimates, wrapping up a performance that wooed the market. They struck the right chord with substantial gains in the enterprise sector, a space known for its lucrative opportunities.

How significant was this? Imagine running a marathon and finishing significantly ahead of your expected time. Smartsheet not only surprised analysts but also secured a win in the competitive enterprise market. This not only bolsters their current performance but sets the stage for future successes.

Unpacking the Market Reactions: What Could This Mean for You?

All these stellar performances and acquisition talks aren’t just footnotes in Smartsheet’s storybook; they’re pivotal twists leading to its next chapter. The investment narrative around SMAR is growing richer, and for potential investors, it’s crucial to understand where the plot might take us next.

Strategically, this could be the right moment for prospective investors eyeing entry points. The ongoing negotiations for a buyout at a premium per share position Smartsheet as a golden egg, promising potential high returns. For existing shareholders, the excitement lies in watching if the market will hit or surpass that projected $56 mark.

Let’s talk about the lingering market sentiment. The quickened pulse in Smartsheet stock signifies increased investor activity, with traders riding the waves of financial optimism. Analysts are keenly observing how these moments will stretch into the longer run, especially with other positive indicators like strong recurring revenue growth hinting at a rosy financial future.

Market Mystique: How News Affecting Smartsheet’s Stock

Riding on the optimism from promising financial reports and acquisition talks, SMAR’s stock dynamics have been fascinating to watch. Weekly data indicated volatile but positive trends. For example, Sep 24, 2024, saw an opening of $55.23 and a close at $55.20, signaling a steady holding pattern post-initial surge.

Delving into five-minute intraday data, you see a flurry of trading around key price points. For instance, the 09:30 – 09:31 slot on Sep 24, 2024, showed prices maintaining above $55, a direct reaction to the acquisition news published earlier. Trading patterns solidified investor sentiment, translating the news directly into buy/sell activities.

Such fluctuations and responses stress why seasoned and novice traders alike should keep their ears close to the ground for any whispers or roars from corporate activities and earnings impact. It’s this close relay of data and predictions that shape investor strategies in real-time.

Summary: Smartsheet Stock Riding High on Speculation

The excitement surrounding Smartsheet’s future prospects is palpable. With heavy hitters like Vista and Blackstone eyeing a profitable buyout at around $56 per share, the narratives around investment have never been more thrilling. Citi’s raised price targets and strong revenue reports add to the bullish sentiment.

In essence, Smartsheet’s performance and the buzz around acquisition talks paint a broad stroke of optimism and growth. For investors, it’s like holding a winning lottery ticket, contemplating whether to cash in now or bank on higher returns in the future.

So, is it party time for Smartsheet, or should we anticipate a few more chapters unfolding before rejoicing? Only time will tell, but for now, Smartsheet’s future looks as promising as ever.

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Timothy Sykes

Tim Sykes is a penny stock trader and teacher who became a self-made millionaire by the age of 22 by trading $12,415 of bar mitzvah money. After becoming disenchanted with the hedge fund world, he established the Tim Sykes Trading Challenge to teach aspiring traders how to follow his trading strategies. He’s been featured in a variety of media outlets including CNN, Larry King, Steve Harvey, Forbes, Men’s Journal, and more. He’s also an active philanthropist and environmental activist, a co-founder of Karmagawa, and has donated millions of dollars to charity. Read More

* Results are not typical and will vary from person to person. Making money trading stocks takes time, dedication, and hard work. There are inherent risks involved with investing in the stock market, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk. See Terms of Service here

The available research on day trading suggests that most active traders lose money. Fees and overtrading are major contributors to these losses.

A 2000 study called “Trading is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors” evaluated 66,465 U.S. households that held stocks from 1991 to 1996. The households that traded most averaged an 11.4% annual return during a period where the overall market gained 17.9%. These lower returns were attributed to overconfidence.

A 2014 paper (revised 2019) titled “Learning Fast or Slow?” analyzed the complete transaction history of the Taiwan Stock Exchange between 1992 and 2006. It looked at the ongoing performance of day traders in this sample, and found that 97% of day traders can expect to lose money from trading, and more than 90% of all day trading volume can be traced to investors who predictably lose money. Additionally, it tied the behavior of gamblers and drivers who get more speeding tickets to overtrading, and cited studies showing that legalized gambling has an inverse effect on trading volume.

A 2019 research study (revised 2020) called “Day Trading for a Living?” observed 19,646 Brazilian futures contract traders who started day trading from 2013 to 2015, and recorded two years of their trading activity. The study authors found that 97% of traders with more than 300 days actively trading lost money, and only 1.1% earned more than the Brazilian minimum wage ($16 USD per day). They hypothesized that the greater returns shown in previous studies did not differentiate between frequent day traders and those who traded rarely, and that more frequent trading activity decreases the chance of profitability.

These studies show the wide variance of the available data on day trading profitability. One thing that seems clear from the research is that most day traders lose money .

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Citations for Disclaimer

Barber, Brad M. and Odean, Terrance, Trading is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors. Available at SSRN: “Day Trading for a Living?”

Barber, Brad M. and Lee, Yi-Tsung and Liu, Yu-Jane and Odean, Terrance and Zhang, Ke, Learning Fast or Slow? (May 28, 2019). Forthcoming: Review of Asset Pricing Studies, Available at SSRN: “https://ssrn.com/abstract=2535636”

Chague, Fernando and De-Losso, Rodrigo and Giovannetti, Bruno, Day Trading for a Living? (June 11, 2020). Available at SSRN: “https://ssrn.com/abstract=3423101”