2U, Inc. (NASDAQ:TWOU)

CAPS Rating: 4 out of 5

TWOU News and Commentary

Caps

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All Players

107 Outperform
5 Underperform
 

All-Star Players

53 Outperform
2 Underperform
 

Wall Street

1 Outperform
1 Underperform
 

Top TWOU Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

MFPodcastPicks (80.30)
Submitted March 12, 2017

Picked on MF Rule Breaker 8 March 2017 by Jim Willer when David asked about their favorite stockPicked twice on Rule Breaker last July and last OctoberDavid thinks they have good business model

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TWOU VS S&P 500 (SPY)

TWOU Summary

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Recent Community Commentary

Read the most recent pitches from players about TWOU.

Recs

0
Member Avatar TMFEBCapital (87.85) Submitted: 4/3/2018 3:13:21 PM : Outperform Start Price: $79.84 TWOU Score: +4.19

Online education fills an important need for easily accessible education. The business model includes 10-year contracts that provide plenty of financial clarity. This is still an early innings play and I expect more not less education/training will be provided online rather than in class in the future.

Recs

0
Member Avatar ATrain (81.15) Submitted: 3/12/2018 2:41:38 PM : Outperform Start Price: $88.37 TWOU Score: +0.73

2U is getting universities with good reputations to partner with them, building credibility with other universities. Between this and the head start they have in helping universities develop full online programs, they have built a decent moat in what they do. They are getting their first international program started in 2019 and continue to invest in adding more programs. For the programs they do start, they are very consistent at getting individual programs to profitability in 3-4 years out of a typical 10-15 year contract.

Recs

0
Member Avatar thequast (85.40) Submitted: 2/5/2018 9:11:41 AM : Outperform Start Price: $71.52 TWOU Score: +22.01

Feels like the most expensive stock I've ever been bullish on. But this company is amazing. The business is like a boulder rolling downhill -- its momentum will be harder to stop the longer it's rolling. Adding Yale to its partners is huge. Any universities that had doubts will no longer now that Yale is on board. New programs continue to accelerate, and they become profitable from the 4th year to the end of the contract at 10 years. GetSmarter acquisition will be huge as existing 2U universities begin to offer short course on the GetSmarter platform. By 2025, I see $1 billion non-GAAP income a real possibility. Probably be a bumpy ride, but I love the long term prospects.

Leaderboard

Find the members with the highest scoring picks in TWOU.

Score Leader

Patrockk

Patrockk (79.76) Score: +417.65

The Score Leader is the player with the highest score across all their picks in TWOU.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Patrockk 79.76 9/11/2014 Outperform 5Y $15.78 +455.13% +37.49% +417.65 0 Comment
mstanphi 55.45 4/3/2014 Outperform 1Y $15.85 +452.68% +45.23% +407.45 0 Comment
wmtworker 77.98 3/3/2015 Outperform 5Y $17.38 +404.03% +30.14% +373.89 0 Comment
pprimo 31.14 1/29/2015 Outperform 5Y $17.95 +388.02% +37.01% +351.01 0 Comment
Twou < 20 11/2/2015 Outperform 5Y $20.98 +317.54% +31.88% +285.66 0 Comment
toshimelonhead 97.72 3/23/2015 Outperform 5Y $22.50 +289.33% +30.57% +258.77 0 Comment
camistocks 69.87 4/11/2016 Outperform 5Y $23.79 +268.22% +33.86% +234.37 0 Comment
riverhil1 59.49 12/18/2015 Outperform 5Y $28.69 +205.33% +36.36% +168.97 0 Comment
cmilteer3 70.95 1/6/2017 Outperform 3Y $30.84 +184.05% +21.28% +162.76 0 Comment
Hydrargyrum 77.67 12/22/2016 Outperform 3Y $30.96 +182.99% +22.08% +160.91 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.44 1/10/2017 Underperform 3W $34.45 +154.28% +21.32% -132.96 0 Comment
TrackBMOCapital < 20 12/2/2014 Outperform NS $18.35 +377.38% +33.49% +343.89 0 Comment

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