Pandora Media (NYSE:P)

CAPS Rating: 1 out of 5

Results 1 - 20 of 151 : 1 2 3 4 5 6 7 8 Next »

Recs

0
Member Avatar Lawrence56 (< 20) Submitted: 4/22/2014 12:41:04 PM : Underperform Start Price: $29.72 P Score: +0.93

Efforts hurt artists

Recs

0
Member Avatar Aurum (24.31) Submitted: 4/17/2014 10:54:48 PM : Underperform Start Price: $26.88 P Score: -8.56

Simply overvalued.

Recs

0
Member Avatar justinr (75.83) Submitted: 4/9/2014 11:01:04 AM : Outperform Start Price: $28.80 P Score: +0.66

The Netflix of radio, what is not to like, selling at a discount below $30 per share.

Recs

0
Member Avatar TMFInnovator (46.79) Submitted: 3/31/2014 11:16:58 AM : Outperform Start Price: $30.06 P Score: -2.95

Pandora is a business that the world is rooting for.

- User listening hours continue to climb very quickly. http://investor.pandora.com/phoenix.zhtml?c=227956&p=irol-newsArticle&ID=1906773&highlight=
- The company offers a great customer experience and a model different than competitors. http://beta.fool.com/txinvestor82/2013/02/19/does-pandora-have-competitive-advantage/18209/

I've liked Pandora from the start (side note: if you're ever at FoolHQ, have me show you the hat that Tim Westergren gave me back when they were looking for backers!). A great business that is loved by their customers. And they have smart management that is adapting to the changing music distribution industry.

This recent pullback is a long-term opportunity. Outperform.

Recs

1
Member Avatar daxthornhill (< 20) Submitted: 3/28/2014 1:04:28 PM : Underperform Start Price: $29.80 P Score: +2.44

Even thou Pandora currently is the largest in its category, it has never turned a profit. To make things worse, it looks like users growth is plateauing, and competition is heating up. The final straw, Pandora has no alternate revenue source. The current market cap is ridiculous for online radio station that has never made a profit. I predict a blood bath on the next earning call, so I am agelessly short!

Recs

2
Member Avatar meridius91 (58.24) Submitted: 3/27/2014 11:49:14 AM : Underperform Start Price: $29.73 P Score: +3.14

Too many competitors with business models that approach their customers differently. People liked Pandora because it was quality and free, now ads are stifling the music and they are also increasing prices. Others offer more for less. They are past their golden days.

Recs

0
Member Avatar iPittytheFool (78.62) Submitted: 3/25/2014 7:25:37 PM : Underperform Start Price: $31.28 P Score: +6.50

I love Pandora but I dont know how it really makes money.

Recs

1
Member Avatar Miketmah (58.40) Submitted: 3/14/2014 2:21:02 PM : Underperform Start Price: $35.32 P Score: +18.30

Insane valuation with weak growth prospects considering the intense competition

Recs

0
Member Avatar johndmcclure (21.89) Submitted: 3/12/2014 5:09:38 PM : Outperform Start Price: $35.67 P Score: -17.63

Future of radio

Recs

2
Member Avatar Jognils (89.24) Submitted: 3/10/2014 12:30:56 PM : Underperform Start Price: $36.13 P Score: +18.76

The competition is too intense, and Pandora isn't distinguishing itself enough from Apple, Spotify, Samsung and other streaming music providers.

Recs

0
Member Avatar Volke (64.75) Submitted: 3/8/2014 12:47:44 PM : Underperform Start Price: $37.15 P Score: +20.86

no moat they'll just get eaten by bigger companies with bigger bank accounts. also, what goes up must come down.

Recs

0
Member Avatar bryanb426 (< 20) Submitted: 3/7/2014 3:16:52 PM : Outperform Start Price: $37.25 P Score: -21.04

integration of Pandora with major car manufacturers

Recs

0
Member Avatar BlazerMania (97.47) Submitted: 2/27/2014 12:41:27 PM : Outperform Start Price: $38.77 P Score: -25.63

I give up. I admit that I don't understand how this business is going to be successful, but I lot of really smart people whose opinions I respect think this baby is a winner.

Recs

0
Member Avatar PatientJC (31.18) Submitted: 2/26/2014 2:48:51 PM : Outperform Start Price: $38.38 P Score: -25.15

outstanding growth and growing intrinsic value

Recs

0
Member Avatar misterbull (< 20) Submitted: 2/13/2014 2:59:40 PM : Underperform Start Price: $35.99 P Score: +20.99

Increasing competition and lower growther

Recs

1
Member Avatar confusingtimes (< 20) Submitted: 2/10/2014 1:45:52 AM : Outperform Start Price: $34.04 P Score: -18.22

Create your own music station and take it with you - free. At the same time, Pandora gets to sell ads or subscriptions to skip the ads. Great Moat,

Recs

2
Member Avatar CapiturCapital (< 20) Submitted: 2/10/2014 12:55:52 AM : Underperform Start Price: $34.40 P Score: +19.13

Pandora has unrealistic P/E, which would necessitate exceptional growth. The growth rates are slowing down at an increasing pace. The challenge by iTunes and Spotify will hurt Pandora eventually, especially internationally where iTunes Radio is getting a head start.

Recs

0
Member Avatar O112 (37.83) Submitted: 2/7/2014 9:00:57 AM : Outperform Start Price: $32.35 P Score: -14.52

Due to the lowering market for music purchases, Pandora music will advance to the younger generation.

Recs

0
Member Avatar hendrk (< 20) Submitted: 2/5/2014 12:33:21 PM : Outperform Start Price: $35.19 P Score: -23.80

Stock will outperform due to its international expansion targets.

Recs

1
Member Avatar bradrimm (23.95) Submitted: 2/5/2014 3:30:19 AM : Outperform Start Price: $36.06 P Score: -25.99

Seems people don't understand Pandora's focus.

Finding it's way cross platforms between Apple, Android, and others like pebble smart watches will help expand listening hours. Throw in cars and wireless networked home speakers you're talking about even bigger upside to growth. Further opportunities to expand into Europe, Asia, and Africa if they can control the market share.

Listening hours, with 4mins per hour advertising.. maybe more if they have inelastic market. Should be a nice one to watch.

Featured Broker Partners


Advertisement