Entries by Citron Research

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Mobileye: Price Target $25 near term — on the way to $10 — Just Follow the Money

Citron: Short-Term Target $25 … Long Term Target Below $10 There is NOTHING in the past or present financials, business performance or realistic future technology prospects of Mobileye (NASDAQ:MBLY) that would get it within miles of justifying its current $12 billion market cap.  Mobileye's management is riding the hype cycle of the "self-driving car" story, […]

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Wayfair is the Most Mispriced Stock Citron Research has seen in Years — Fair Value Under $10

Citron Exposes Wayfair's Admission that their Business is Fatally Flawed!   Wayfair (NYSE:W) makes Citron feel like apologizing to every company we have written about in the past 5 years. Compared to Wayfair, … you all have viable business models. Any analyst who defends this stock is clueless about furniture retailing and even more clueless […]

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Why Ambarella Will Trade Right Back to $90 — on its Way Much Lower — In the Company’s Own Words

A Note to Cramer and his viewers: Citron wants to clear up the misunderstanding involving references to Cramer. In an August 2012 video we linked, Cramer stated he was obsessed with Mellanox. The following month, following the CFO resignation, Cramer changed his position and put Mellanox in his “sell block”.  Investors who heeded the call were […]

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Top 10 Reasons why Zillow Breaks $40

TrueCar and Bankrate Tell Us how Wall Street Values Lead Generation Businesses   Citron Research has been skeptical of Zillow (NASDAQ:Z) for some time now.  We first reported on the company in 2012, with frequent updates.  Three years later, with no real profits to show and endless amounts of insider selling, plus round after round […]