$48.51 -$0.39 (-0.8%)

04:00 PM EST on 12/10/19

Instructure (NYSE:INST)

CAPS Rating: 4 out of 5

Current Price $48.51 Mkt Cap $1.9B
Open $49.02 P/E Ratio 0.00
Prev. Close $48.90 Div. (Yield) $0.00 (0.0%)
Daily Range $48.49 - $49.02 Volume 276,501
52-Wk Range $36.49 - $54.10 Avg. Daily Vol. 963,512

Caps

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All Players

43 Outperform
3 Underperform
 

All-Star Players

19 Outperform
1 Underperform
 

Wall Street

0 Outperform
0 Underperform
 

Top NYSE:INST Bull/Bear Pitches

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

TMFCheesehead (94.74)
Submitted August 01, 2017

I'm usually a bear on education stocks, but this company provides a valid SaaS that's head and shoulders above what's come before. Given the high switching costs, optionality, and serious momentum, I think this is a great pick.

Top Bear Pitch

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NYSE:INST VS S&P 500 (SPY)

NYSE:INST Summary

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Recent Community Commentary

Read the most recent pitches from players about INST.

Recs

0
Member Avatar TMFEBCapital (84.62) Submitted: 8/28/2019 12:11:23 PM : Outperform Start Price: $40.34 NYSE:INST Score: +11.56

Instructure's main software-as-a-service (SaaS) product, Canvas, is best known to the higher-education audience; however, the company's newest product, Bridge, is beginning to establish a foothold in corporations too. Instructure's software is already being used by more than 4,000 colleges, universities, K-12 school systems, and companies to develop, deliver, manage, communicate, and track academic and employee development programs. These clients pay Instructure anywhere from thousands of dollars to several million dollars, and in 2018, its net revenue retention rate exceeded 100% thanks to high retention rates and expansion. Recurring subscription revenue represents 90% of the company's sales, which totaled $210 million in 2018, up 30% from 2017. Its addressable market in education alone exceeds $1 billion. Combined with its new corporate initiative, Instructure estimates its total addressable market exceeds $15 billion.

Recs

0
Member Avatar XMFRendezvous (93.27) Submitted: 8/23/2018 5:35:54 PM : Outperform Start Price: $38.20 NYSE:INST Score: +17.57

I feel confident that education is one of the next big industry to be disrupted. Instructure will likely be a part of that change through their learning software.

Might be getting a good price here after the recent fall, but who knows with these "cloud" companies. 6.5X earnings is not terrible considering similar SaaS businesses.

Recs

0
Member Avatar TMFPencils (99.86) Submitted: 7/19/2018 2:26:13 PM : Outperform Start Price: $45.95 NYSE:INST Score: -6.14

Seems underappreciated when it comes to the wide array of SaaS companies going public these days. Nice insider ownership, highly-rated company culture, ~70% gross margin, healthy balance sheet, revenue growing 35%+, and the company has what looks like a sizable (and growing) addressable market.

Trading for 8.1x trailing sales. Hard to call that "cheap", but it is low relative to most other SaaS companies. Instructure is still unprofitable, but losses (and cash burn) are shrinking.

Current market cap is $1.6 billion, and given the company's underlying performance I think a double in five years is doable. Outperform.

Leaderboard

Find the members with the highest scoring picks in INST.

Score Leader

camistocks

camistocks (41.40) Score: +123.29

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

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. camistocks 41.40 4/14/2016 Outperform 5Y $17.71 +173.91% +50.63% +123.29 0 Comment
steveowned 90.90 10/20/2016 Outperform 5Y $25.16 +92.81% +46.41% +46.39 1 Comment
PaulWBryant 90.51 9/6/2017 Outperform 5Y $29.30 +65.56% +27.05% +38.52 0 Comment
HalstedSt 98.41 7/5/2017 Outperform 5Y $29.30 +65.56% +29.17% +36.39 0 Comment
jyurow 70.42 6/26/2017 Outperform 5Y $29.45 +64.72% +28.50% +36.22 0 Comment
t0bes < 20 9/13/2017 Outperform 5Y $30.15 +60.90% +25.50% +35.39 0 Comment
BornToBeBullish 59.14 6/27/2017 Outperform 5Y $29.60 +63.89% +28.95% +34.93 0 Comment
bbmaven 100.00 6/30/2017 Outperform 5Y $29.73 +63.20% +29.26% +33.93 0 Comment
smith972 78.73 10/29/2018 Outperform 5Y $32.25 +50.42% +16.60% +33.82 0 Comment
boknows1 75.07 8/30/2017 Outperform 5Y $30.40 +59.57% +28.01% +31.56 0 Comment

Wall Street

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