Investors interested in stocks from the Internet - Content sector have probably already heard of Perion Network (PERI) and RELX PLC (RELX). But which of these two stocks is more attractive to value investors?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors with an interest in Internet - Content stocks have likely encountered both Perion Network (PERI) and RELX PLC (RELX). But which of these two stocks offers value investors a better bang for their buck right now?
The mean of analysts' price targets for Perion Network (PERI) points to a 32.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Perion Network trades at a bargain valuation after a steep decline, with growth expected to accelerate in 2027. PERI's integrated advertising platforms and new partnerships, including Best Buy Canada and Acrossmedia241, are driving geographic and margin-accretive expansion. The company anticipates a return to profitability in 2026, with EPS projected to rise from ($0.06) in 2025 to $0.02 in 2026 and $0.54 in 2027.
Perion Network Ltd. (PERI) Q2 2026 Earnings Call Transcript
Perion Network NASDAQ: PERI reported second-quarter results marked by growth in its Perion One platform and newer advertising channels, while overall revenue and contribution ex-TAC declined amid continued softness in open-web advertising and promotional pricing for customer acquisition.
Perion Network (PERI) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.26 per share a year ago.
Perion Network reported largely disappointing first-quarter results with a surprise decline in core advertising solutions sales. On the conference call, management blamed macroeconomic headwinds which have continued into the second quarter. In addition, management's decision to no longer break out channel revenues makes it more difficult for investors to assess the trajectory of the business.
The headline numbers for Perion Network (PERI) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Perion Network Ltd. (PERI) Q1 2026 Earnings Call Transcript