Vimeo, Inc. (VMEO): A Bull Case Theory

We came across a bullish thesis on Vimeo, Inc. (VMEO) on Substack by Stefan Waldhauser. In this article, we will summarize the bulls’ thesis on VMEO. Vimeo, Inc. (VMEO)'s share was trading at $5.89 as of Feb 28^th. VMEO’s trailing P/E was 36.81 according to Yahoo Finance.

Vimeo has been a volatile stock, reacting sharply to earnings results in recent quarters. Following strong rallies after Q2 and Q3 reports, investors were met with disappointment after Q4 FY24 results, as the stock dropped 20% in a single session due to weaker-than-expected earnings. While the immediate reaction...