Meine Kursrakete i-Robot
iRobot übertrifft im ersten Quartal mit einem Gewinn je Aktie von $0,58 die Analystenschätzungen von $0,27. Umsatz mit $168,5 Mio. über den Erwartungen von $154,55 Mio.
ggf. noch ein Wiedereinstieg in der Sommerpause.
Oder will hier nur jemand den Kurs drücken, um selber einzusteigen. Ich werde heute jedenfalls kräftig nachkaufen.
GUIDANCE:
iRobot Corp. sees FY2017 EPS of $1.80-$2.00. iRobot Corp. sees FY2017 revenue of $815-825 million.
"Our outstanding second-quarter results exceeded our expectations. Based on our Q2 results, and our outlook for the rest of 2017, fueled by positive momentum in the United States and EMEA, we are increasing our full-year 2017 financial expectations. We now expect 2017 revenue of $815 to $825 million, a 24 – 26% increase over 2016 consumer revenue, operating income of between $67 and $75 million, and EPS of between $1.80 and $2.00, none of which reflects any impact of our announced acquisition of our largest European distributor," said Colin Angle, chairman and chief executive officer of iRobot.
iRobot Corp. (NASDAQ: IRBT), a leader in consumer robots, today announced that it has signed a definitive agreement to acquire privately-held Robopolis SAS (Robopolis), based in Lyon, France. The acquisition is expected to close in October 2017.
Following iRobot's recent acquisition of its distributor in Japan, the Robopolis acquisition will enable iRobot to capitalize on market momentum driving accelerated adoption of robots for the home. It will further enhance the company's distribution network, ensure global brand consistency and better serve the needs of European consumers while driving continued growth in Western Europe through a consistent approach to all market activities including sales, marketing, branding, channel relationships and customer service.
Robopolis, an exclusive distributor of iRobot products since 2006 and the company's largest distributor in EMEA, sells across seven key markets in Western Europe, including Germany, Spain, France, Belgium, Austria, the Netherlands, and Portugal. EMEA is a key strategic region for iRobot representing approximately 25% of its 2016 total revenue. Robopolis represented nearly half of iRobot's EMEA revenues in 2016.
"At this stage in the Western European market evolution, and the growth opportunity it presents, we feel a more direct go-to-market strategy is necessary to continue driving adoption of robots for the home," said Colin Angle, chairman and CEO of iRobot. "The Robopolis team has been instrumental in establishing iRobot as the leading consumer robotics brand in Western Europe. We look forward to them formally joining iRobot and working together to ensure continued growth."
Robopolis will be combined with iRobot's EMEA operations headquartered in London, UK. The existing Robopolis management team will join iRobot. Jean-Jacques Blanc, currently iRobot's vice president and general manager, Overseas, will lead the combined operations reporting to iRobot's chief operating officer Christian Cerda.
iRobot will acquire the business for $141 million, or approximately 0.9 times the trailing Robopolis twelve-month revenue ended June 2017, subject to customary purchase price adjustments set forth in the definitive purchase agreement. iRobot will pay cash for the acquisition. The acquisition is expected to contribute incremental revenue of approximately $25 - $35 million in 2017. iRobot expects the acquisition to be between ($0.45) - ($0.30) dilutive in 2017. Beginning in 2018, the acquisition is expected to generate incremental revenue and higher earnings per share.
iRobot will host a live webcast and conference call, open to all interested investors, to review this transaction, second-quarter 2017 financial results and the outlook for 2017 financial performance on Wednesday
Besser geht s nicht mehr
Following iRobot's recent acquisition of its distributor in Japan, the Robopolis acquisition will enable iRobot to capitalize on market momentum driving accelerated adoption of robots for the home. It will further enhance the company's distribution network, ensure global brand consistency and better serve the needs of European consumers while driving continued growth in Western Europe through a consistent approach to all market activities including sales, marketing, branding, channel relationships and customer service.
https://www.streetinsider.com/Corporate+News/...lis+SAS/13128186.html
Nach US-Börsenschluss brannte der Haushaltsrobotik-Hersteller iRobot ein wahres Newsfeuerwerk ab: Neben exzellenten Zahlen verkündete die Firma eine Übernahme in Europa. Darüber hinaus meldet Bloomberg, dass sich Softbank als Investor eine Beteiligung von unter fünf Prozent an iRobot gesichert hat. Nachbörslich schoss das Papier um satte 25 Prozent nach oben und bescherte Anlegern neue Rekordkurse.
Mit einem Quartalsgewinn von 0,27 Dollar je Aktie pulverisierte der Robotik-Spezialist die Schätzung. Experten rechneten sogar mit einem Verlust von 0,28 Dollar. Beim Umsatz verzeichnete iRobot ein Wachstum von rund 23 Prozent auf etwa 183 Millionen Dollar – 8,5 Millionen Dollar mehr, als von Analysten prognostiziert. Weiteres Wachstumspotenzial sieht iRobot offenbar in Europa. Mit der Übernahme der Roboter-Vertriebsfirma Robopolis für 141 Millionen Dollar möchte das Unternehmen die Präsenz in Europa ausbauen.
Quelle + Volltext: http://www.deraktionaer.de/aktie/...gen-fuer-kursexplosion-328700.htm
Traut sich hier jemand ein mittelfristiges Kursziel zu benennen?
Marktkap. 3,12 Mrd. $
Umsatz iRobot 183 Millionen Dollar.
Ein Kauf erscheint mir aktuell zu teuer, erst wieder ab 70$.