Groupon projects FY25 revenue between $500M and $505M, below consensus of $505.96M
Financial Projections: FY25 billings are expected to increase by 7% to 9%, with adjusted EBITDA projected between $70M and $72M, and free cash flow anticipated at $60M.
Strategic Priorities: Groupon aims to accelerate topline growth towards over 20% billings growth while ensuring strong profitability and cash generation through disciplined capital allocation.
Value Creation: The company's approach focuses on balancing investment in growth with maintaining strong profitability, which is expected to unlock greater value for marketplace participants.
Growth Confidence: Groupon remains committed to executing its strategic priorities and expresses confidence in its growth trajectory for the upcoming quarters.
Trade with 70% Backtested Accuracy
Analyst Views on GRPN
About GRPN
About the author
Prentice Capital Management Acquires Stake in Opendoor Technologies
- New Position Disclosure: According to an SEC filing dated February 17, 2026, Prentice Capital Management established a new position in Opendoor Technologies during Q4, acquiring 552,981 shares valued at approximately $3.22 million, indicating confidence in the company's prospects.
- Significant Stake: This acquisition accounts for 5.1% of Prentice Capital's reported $63.47 million U.S. equity holdings as of December 31, 2025, highlighting the fund's focus on the real estate sector.
- Market Performance Recovery: As of February 17, 2026, Opendoor's share price stood at $4.33, reflecting a 179.4% increase over the past year, significantly outperforming the S&P 500 by 173.24 percentage points, suggesting optimistic market sentiment regarding its future potential.
- Investor Attention Dynamics: Prentice Capital's investment strategy aligns with its other holdings, indicating expectations for significant activity in Opendoor, especially after opening two different stock options, which suggests potential market volatility ahead.
Prentice Capital Acquires Stake in Opendoor Technologies
- New Holding Disclosure: According to a February 17, 2026 SEC filing, Prentice Capital Management established a new position in Opendoor Technologies by acquiring 552,981 shares valued at an estimated $3.22 million, reflecting confidence in the company's potential.
- Value Appreciation: Following the acquisition, the value of Prentice's stake in Opendoor increased by $3.22 million, indicating not only the impact of share purchases but also price changes, suggesting heightened market interest in the company.
- Portfolio Dynamics: The new position represents 5.1% of Prentice Capital's assets, although it does not rank among the top five holdings, indicating a strategic interest in Opendoor that may align with other underperforming stocks in its portfolio, such as Snap and Groupon.
- Market Reaction Monitoring: After years of stagnation post-2022 bear market, Opendoor regained attention due to discussions on Reddit, and Prentice's acquisition may signal anticipated market activity, prompting investors to closely monitor its future performance.
Broadcom (AVGO) Upgraded on Strong AI Backlog, Positive Growth Outlook
- Broadcom Upgrade: Broadcom (AVGO) was upgraded from Hold to Buy by Envision Research due to a robust $73 billion AI-related backlog and strong Q4 earnings, indicating significant growth potential and an attractive valuation profile in the AI sector.
- Groupon Fundamental Improvement: Groupon (GRPN) received an upgrade from Sell to Hold by Given Mahlangu, as recent stabilization in revenue and positive operating margins suggest the company may be making substantial progress in enhancing merchant economics.
- Eli Lilly Valuation Risk: Eli Lilly (LLY) was downgraded from Hold to Sell by Louis Gerard, citing an overstretched P/E ratio of 48.99, which is the highest among peers, and significant downside risks due to intensifying competition in the weight-loss drug market.
- Nvidia Growth Moderation: Nvidia (NVDA) was downgraded to Hold by Li Eason, with analysts forecasting that its current valuation reflects its market dominance, while future growth may be limited as AI model development experiences diminishing returns, leading to cyclical GPU demand.
Significant Friday Options Trading: GRPN, PINS, BTU
Pinterest Inc Options Trading: Pinterest Inc (PINS) experienced a significant options trading volume of 78,160 contracts, equating to about 7.8 million underlying shares, with a notable focus on the $24 strike put option expiring December 19, 2025.
Peabody Energy Corp Options Activity: Peabody Energy Corp (BTU) saw options trading of 14,993 contracts, representing approximately 1.5 million underlying shares, with high activity centered on the $35 strike call option expiring January 16, 2026.
Comparison of Trading Volumes: The options trading volumes for both PINS and BTU reflect a substantial percentage of their average daily trading volumes over the past month, indicating heightened investor interest.
Further Options Information: For additional details on available expirations for options related to GRPN, PINS, or BTU, resources are available at StockOptionsChannel.com.
Significant Options Trading on Friday: GRPN, TWLO, OKTA
Twilio Options Trading: Twilio Inc (TWLO) experienced significant options trading with 18,455 contracts, equating to about 1.8 million underlying shares, notably for the $123 strike put option expiring on December 5, 2025.
Okta Options Trading: Okta Inc (OKTA) also saw high options trading volume of 14,043 contracts, representing approximately 1.4 million underlying shares, particularly for the $65 strike put option expiring on March 20, 2026.
Trading Volume Comparison: The options trading volumes for both companies represent around 72.8% of TWLO's and 72.6% of OKTA's average daily trading volumes over the past month.
Further Information: For additional details on available options expirations for GRPN, TWLO, or OKTA, StockOptionsChannel.com can be visited.
America Experiencing a "Fun Recession": New Data Reveals 60% Feel Life is Monotonous
Boredom and Routine: A recent survey reveals that 62% of U.S. adults feel their daily lives are repetitive, with 55% stating their lives would be too boring for a reality TV show, indicating a "fun recession" driven by rising costs and planning fatigue.
Challenges to Enjoyment: Many Americans find it difficult to engage in fun activities due to financial constraints, with 54% citing the cost of going out as a barrier, and 90% believing they would have more fun if experiences were more affordable or accessible.
Friendship Revival: Despite the overall boredom, 56% of respondents have rediscovered the value of making new friends in person, often through local events and community spaces, suggesting a shift towards meaningful connections over traditional socializing venues.
Desire for New Experiences: The survey indicates that 38% of Americans have checked off a bucket-list experience this year, particularly among younger generations, highlighting a desire to prioritize experiences over material possessions and a need for easier access to local activities.
Prentice Capital Management Acquires Stake in Opendoor Technologies
- New Position Disclosure: According to an SEC filing dated February 17, 2026, Prentice Capital Management established a new position in Opendoor Technologies during Q4, acquiring 552,981 shares valued at approximately $3.22 million, indicating confidence in the company's prospects.
- Significant Stake: This acquisition accounts for 5.1% of Prentice Capital's reported $63.47 million U.S. equity holdings as of December 31, 2025, highlighting the fund's focus on the real estate sector.
- Market Performance Recovery: As of February 17, 2026, Opendoor's share price stood at $4.33, reflecting a 179.4% increase over the past year, significantly outperforming the S&P 500 by 173.24 percentage points, suggesting optimistic market sentiment regarding its future potential.
- Investor Attention Dynamics: Prentice Capital's investment strategy aligns with its other holdings, indicating expectations for significant activity in Opendoor, especially after opening two different stock options, which suggests potential market volatility ahead.
Prentice Capital Acquires Stake in Opendoor Technologies
- New Holding Disclosure: According to a February 17, 2026 SEC filing, Prentice Capital Management established a new position in Opendoor Technologies by acquiring 552,981 shares valued at an estimated $3.22 million, reflecting confidence in the company's potential.
- Value Appreciation: Following the acquisition, the value of Prentice's stake in Opendoor increased by $3.22 million, indicating not only the impact of share purchases but also price changes, suggesting heightened market interest in the company.
- Portfolio Dynamics: The new position represents 5.1% of Prentice Capital's assets, although it does not rank among the top five holdings, indicating a strategic interest in Opendoor that may align with other underperforming stocks in its portfolio, such as Snap and Groupon.
- Market Reaction Monitoring: After years of stagnation post-2022 bear market, Opendoor regained attention due to discussions on Reddit, and Prentice's acquisition may signal anticipated market activity, prompting investors to closely monitor its future performance.
Broadcom (AVGO) Upgraded on Strong AI Backlog, Positive Growth Outlook
- Broadcom Upgrade: Broadcom (AVGO) was upgraded from Hold to Buy by Envision Research due to a robust $73 billion AI-related backlog and strong Q4 earnings, indicating significant growth potential and an attractive valuation profile in the AI sector.
- Groupon Fundamental Improvement: Groupon (GRPN) received an upgrade from Sell to Hold by Given Mahlangu, as recent stabilization in revenue and positive operating margins suggest the company may be making substantial progress in enhancing merchant economics.
- Eli Lilly Valuation Risk: Eli Lilly (LLY) was downgraded from Hold to Sell by Louis Gerard, citing an overstretched P/E ratio of 48.99, which is the highest among peers, and significant downside risks due to intensifying competition in the weight-loss drug market.
- Nvidia Growth Moderation: Nvidia (NVDA) was downgraded to Hold by Li Eason, with analysts forecasting that its current valuation reflects its market dominance, while future growth may be limited as AI model development experiences diminishing returns, leading to cyclical GPU demand.
Significant Friday Options Trading: GRPN, PINS, BTU
Pinterest Inc Options Trading: Pinterest Inc (PINS) experienced a significant options trading volume of 78,160 contracts, equating to about 7.8 million underlying shares, with a notable focus on the $24 strike put option expiring December 19, 2025.
Peabody Energy Corp Options Activity: Peabody Energy Corp (BTU) saw options trading of 14,993 contracts, representing approximately 1.5 million underlying shares, with high activity centered on the $35 strike call option expiring January 16, 2026.
Comparison of Trading Volumes: The options trading volumes for both PINS and BTU reflect a substantial percentage of their average daily trading volumes over the past month, indicating heightened investor interest.
Further Options Information: For additional details on available expirations for options related to GRPN, PINS, or BTU, resources are available at StockOptionsChannel.com.
Significant Options Trading on Friday: GRPN, TWLO, OKTA
Twilio Options Trading: Twilio Inc (TWLO) experienced significant options trading with 18,455 contracts, equating to about 1.8 million underlying shares, notably for the $123 strike put option expiring on December 5, 2025.
Okta Options Trading: Okta Inc (OKTA) also saw high options trading volume of 14,043 contracts, representing approximately 1.4 million underlying shares, particularly for the $65 strike put option expiring on March 20, 2026.
Trading Volume Comparison: The options trading volumes for both companies represent around 72.8% of TWLO's and 72.6% of OKTA's average daily trading volumes over the past month.
Further Information: For additional details on available options expirations for GRPN, TWLO, or OKTA, StockOptionsChannel.com can be visited.
America Experiencing a "Fun Recession": New Data Reveals 60% Feel Life is Monotonous
Boredom and Routine: A recent survey reveals that 62% of U.S. adults feel their daily lives are repetitive, with 55% stating their lives would be too boring for a reality TV show, indicating a "fun recession" driven by rising costs and planning fatigue.
Challenges to Enjoyment: Many Americans find it difficult to engage in fun activities due to financial constraints, with 54% citing the cost of going out as a barrier, and 90% believing they would have more fun if experiences were more affordable or accessible.
Friendship Revival: Despite the overall boredom, 56% of respondents have rediscovered the value of making new friends in person, often through local events and community spaces, suggesting a shift towards meaningful connections over traditional socializing venues.
Desire for New Experiences: The survey indicates that 38% of Americans have checked off a bucket-list experience this year, particularly among younger generations, highlighting a desire to prioritize experiences over material possessions and a need for easier access to local activities.
