Points International Ltd.

Company Details:

Company Symbol: PCOM
Sector: Internet Services
Company Rating:
URL: https://www.points.com/

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  • 08/10/17 Update PCOM ($7.98, Buy; $12.00 PT): Reports 2Q17 Beat & Accelerates Buyback; Maintaining Buy Rating & $12 PT
  • 08/10/17 Morning Note B. Riley AM Note: AOSL, ARTX, CLRO, FSNN, HCHC, JCP, LITE, LRCX, PCOM, PDVW, RELY, VIAV, VRS, VSAT
  • 08/04/17 Update PCOM ($7.99, Buy; $12.00 PT): 2Q17 Preview: Estimates Seem Reasonable, But the Business can be Lumpy & Should Be Viewed Annually; Maintaining Buy Rating & $12 PT
  • 08/04/17 Morning Note B. Riley AM Note: ABTL, ACIA, ACLS, AIRG (transition), CALD, CAMT, CARB, CSOD, DCO, EMKR, IDSY, III, IMMR, INFN, ITI, LFGR, MCHP, NPTN, PCOM, PCTI, PFSW, RLH, TACT, TIVO, TNAV, TREC, UEIC, VERI (transition), WEB, YELP
  • 05/04/17 Morning Note B. Riley AM Note: AOSL, CNK, CVU, DHX, FN, FORM, GRPN, HDSN, IDCC, KLIC, LOV, NPTN, NSIT, PCOM, RNWK, RUBI, SRI, STMP, TACT, TIVO, WEYS, ZUMZ
  • 05/04/17 Update PCOM ($9.38, Buy; $12.00 PT): PCOM Reports 1Q17 Beat as Core Business Does Better than Expected; Maintaining Buy Rating While Raising PT to $12 from $11
  • 05/01/17 Morning Note B. Riley AM Note: AMC, DHX, DRAD, IDCC, NLS, PCOM, RNWK, SIMO, TYPE (downgrade), VFC, VIAV, VNCE; Internet (ABTL, AKAM, BCOV, GDDY, GRPN, LFGR, RUBI, WEB), Semiconductors (AOSL, ON, SQNS), Semi. Cap. Equipment (ACLS, FORM, KLIC)
  • 05/01/17 Update PCOM ($8.89, Buy; $11.00 PT): 1Q17 Preview: Estimates Seem Reasonable, But the Business can be Lumpy; Maintaining Buy Rating & $11 PT
  • 03/09/17 Update PCOM ($7.39, Buy; $11.00 PT): PCOM Reports 4Q16, Initial Results/Guide Seem Unfavorable but Adjusted EBTIDA in ‘18 Appears More Promising Than Our Model Indicates; Maintaining Buy Rating & $11 PT
  • 03/09/17 Morning Note B. Riley AM Note: CAMP, CIEN, HCHC, HEAR, PCOM, PCTI, RELY, SCVL (initiation), SMTC, TACT, TNDM, TST, ZUMZ
  • 03/06/17 Update PCOM ($7.10, Buy; $11.00 PT): 4Q16 Preview: Q4 Forecast is Reasonable, but Conservative Guidance Could be Provided; Lowering ‘17/’18 Projections, Moving Valuation to ’18, & PT to $11 from $10
  • 03/06/17 Morning Note B. Riley AM Note: CTSO, CVU, MEI, PCOM, PCTI, PG (downgrade), TRUE
  • 12/16/16 Morning Note B. Riley AM Note: CAMP, CYTX (initiation), EXAR, FINL, IDCC, JBL, NKE, PCOM
  • 11/09/16 Initiation of Coverage PCOM ($7.06, Buy; $10.00 PT): Making Loyalty a More Fungible Form of Currency While Increasing Margins; Initiating on PCOM with a Buy Rating & $10 Price Target
  • 11/09/16 Morning Note B. Riley AM Note: ARTX, CBR (discontinuation), CLRO, CLX, CNK, CVRS, CVU, HEAR, III, IPAR, LIOX, LOV, MZOR, NAME, PCOM (initiation), PRGO, RDI, REIS, RLH, SPA, SYRX, VPG, VSAT, WEYS
  • 06/10/16 Update PCOM ($9.89, Neutral; $9.50 PT): Discontinuing Coverage
  • 06/10/16 Morning Note B. Riley AM Note: AMAT, APPS, CARB, CHKE, JCP, PCOM, PLXS, ROVI, STMP, WEB
  • 05/05/16 Update PCOM ($9.06, Neutral; $9.50 PT): Mixed Q With Continued Absence of Catalysts; FY16 Guidance Maintained; Reiterate Neutral Rating, $9.50 PT
  • 05/05/16 Morning Note B. Riley AM Note: ACW, AOSL, CLX, CSOD, DTSI, EL, EMKR, GDDY, HDSN, III, KE, KLIC, KTOS, LITE, MBUU, MCHP, NCMI, NSSC, OCLR, PCOM, PFSW, SPA, SRI, TACT, TST, VSAT, WEYS, XOXO, ZUMZ
  • 04/29/16 Update Industry Update: Internet Earnings Preview for Week of May 2, 2016 (ABTL, GDDY, PCOM, RUBI, TRUE, WEB, XOXO, YELP)
  • 04/29/16 Morning Note B. Riley AM Note: BC, BCOV, BHE, BLKB, BRKS, CL, CLX, COHU, COLM, COTY, CSGP, EL, ELNK, FLEX, GPX, GRPN, HSKA, IDCC, IPHI, LGF, MCS, NPTN, OUTR, P, PCMI, PRGX, RGC, ROG, SIMO, SQNS, SWKS, TNAV, TYL, VVI, WMAR, WWW; Internet (ABTL, GDDY, PCOM, RUBI, TRUE, WEB, XOXO, YELP)
  • 03/03/16 Update PCOM ($8.32, Neutral; $9.50 PT): Mixed Q and Guidance Implies No Major Deals Anticipated in 2016 Which Removes Catalysts; Downgrading to Neutral and PT Declines from $17.50 to $9.50
  • 03/03/16 Morning Note B. Riley AM Note: AEO, CVU, DTSI, IDSY, IL, NTRI, PCOM, PCTI, SMTC, SRI, UFAB
  • 02/29/16 Update Industry Update: Internet Earnings Preview for Week of February 29, 2016 (DMD, PCOM, XOXO)
  • 02/29/16 Morning Note B. Riley AM Note: ACW, CVU, DCO, DRAD, FL, JCP, LGF, PBH, PRGX, SMTC, UFAB, WMAR; Internet (DMD, PCOM, XOXO)
  • 11/16/15 Morning Note B. Riley AM Note: CLX, JCP, MAMS, NTRI, PCOM, SMTC; Semiconductors & Semi. Cap. Equipment
  • 11/05/15 Morning Note B. Riley AM Note: ACLS, AVP, COHR, CVU, DCO, FC, FL, FTD, GUID, HZO, IDSY, KW, LIOX, MCHP, NEWP, NSSC, PCOM, RDNT, SUP, SYRX, TLYS, TROX, TST, WYY, ZUMZ
  • 11/05/15 Update PCOM ($10.33, Buy; $17.50 PT): Solid Revenue Acceleration Could Prove 2015 Guidance Conservative; Maintain Estimates and PT
  • 10/30/15 Update Industry Update - Internet: Earnings Preview, Week of November 2, 2015
  • 08/06/15 Morning Note Morning Notes: BRCM, CVU, DCO, FL, FTD, IEC, KTOS, LIOX, LOV, MRVL, NEWP, NILE, NPTN, OCLR, PCOM, PFSW, PRGO, RDNT, REMY, RLD, RNWK, SUP, TROX, ZUMZ
  • 08/06/15 Update PCOM ($10.28, Buy; $17.50 PT): Mixed Q; 2015 Guidance Reiterated; Maintain Estimates and PT
  • 08/05/15 Morning Note Morning Notes: ACLS, BOOT, CLRO, CSOD, DRAD, DWA, ELNK, EMKR, EVOL, EXAR, HGG, IIVI, KLIC, LITE, NAME, NTCT, ODP, OSTK, PBH, PCOM, PCTI, PRMW, RDEN, RLD, STMP, TREC, TROX, UEIC, UNTD, VIAV, ZUMZ; The Weiser Consumer (AVP, CL, CLX, NTRI, NWL, PG, PRGO)
  • 08/04/15 Update PCOM ($11.10, Buy; $17.50 PT): Earnings Preview: Expect 2Q15 Slightly below Consensus; Changing and Reducing AEBITDA Metric; Reducing PT from $20.00 to $17.50
  • 05/05/15 Morning Note B. Riley & Co. Morning Notes: CKEC, CL, CNK, COTY, CVU, DMD, ELNK, EMKR, FTD, FN, GRPN, IDSY, IVAC, KTOS, MWW, NEWP, NLS, ON, PCOM, RDEN, RNWK, ROVI, TST, TYL, UEIC; Household/Personal Care (AVP, CLX, KMB, NTRI, NWL, PG)
  • 05/05/15 Update PCOM ($11.91, Buy; $20.00 PT): Beat Q; 2015 Unfolding as Per Expectation; Maintain Estimates and PT
  • 05/04/15 Morning Note B. Riley & Co. Morning Notes: CLX, EVOL, NWL, OCLR, ODP, PCOM, PRMW, RUBI, WWWW; Semiconductors & Semi. Cap. Equipment (ACLS, AOSL, BRKS, CAMT, COHU, FORM, ISSI, ISIL, IVAC, KLIC, MCHP, NVDA, ONNN, RTEC, SLAB, SWKS)
  • 05/01/15 Update PCOM ($11.35, Buy; $20.00 PT): Earnings Preview: Expect 1Q15 In line with Consensus; No Change to FY Guide
  • 03/05/15 Morning Note B. Riley & Co. Morning Notes: AEO, CVU, PCOM, PRMW, SMTC, SPLS, TST, VSAT, ZUMZ; Semiconductors & Semi. Cap. Equipment (AOSL, ADI, AMAT, ASML, BRCM, BRKS, EXAR, ISSI, INTC, ISIL, KLAC, LRCX, LLTC, MRVL, MTSN, MXIM, MCHP, NVDA, ONNN, SNDK)
  • 03/05/15 Update PCOM ($9.90, Buy; $20.00 PT): Mixed Q; 2015 Guidance Only Slightly below Despite AA/US Air Departure
  • 03/04/15 Morning Note B. Riley & Co. Morning Notes: ACW, ATNY, BBY, BV, FNSR, MEI, NPTN, PCOM, PRGX, SSI, TIVO
  • 03/03/15 Update PCOM ($9.90, Buy; $21.00 PT): Earnings Preview: Preannounced Quarter; Focus on 2015 Guidance and AA/US Airways Resolution
  • 02/19/15 Morning Note B. Riley & Co. Morning Notes: ANGI, CNK, COHU, DORM, PCOM, REMY, SONS, UNTD; Semiconductors (ISIL, MRVL, MXIM, ONNN, SMTC, SWKS)
  • 02/04/15 Morning Note B. Riley & Co. Morning Notes: AFOP, AOSL, BRCM, CALD, DCO, IMMR, OCLR, PBH, PCOM, PLNR, PRGO, SBH, TROX, YELP; Consumer Products Weekly (AVP, IPAR, KMB, MAT, PG, PRGO, TUP)
  • 02/04/15 Update PCOM ($9.36, Buy; $21.00 PT): Valuation Hits 4 Year Low, 2015 Estimates are Reasonable, United Goes Live and a Stock Buyback Seems Possible
  • 12/23/14 Morning Note B. Riley & Co. Morning Notes: KTOS, PCOM, WWWW, Consumer Products Weekly (AVP, EL, PRGO, TUP)
  • 11/07/14 Morning Note B. Riley & Co. Morning Notes: AOSL, API, BEBE, CNK, CTP, FC, GSM, GUID, IDSY, KLIC, KTOS, LGF, NAME, NPTN, NVDA, ODP, PBH, PCOM, PRGO, PRMW, ROVI, SGGH, SRI, SWKS, TROX, TST, UEIC, VSAT, WWWW, XOXO
  • 11/06/14 Update PCOM ($13.77, Buy; $21.00 PT): Missed Q; 2014 Guidance Maintained; Reducing PT from $36.00 to $21.00
  • 11/05/14 Morning Note B. Riley & Co. Morning Notes: BIRT, CKEC, CALD, COHR, COTY, CVU, EL, ELNK, EVOL, FARM, FC, HZO, KLIC, NAME, OCLR, PBH, PCOM, PRGO, PRMW, UNTD
  • 11/04/14 Update PCOM ($14.96, Buy; $36.00 PT): Earnings Preview: Expect In Line Numbers with Guidance Maintained; Europe is the Wildcard; Expect Additional Insight into Investment Spend
  • 09/18/14 Update PCOM ($17.32, Buy; $36.00 PT): Stock Oversold; Expectations are Low and Optionality is High; Investors should Focus on FCF, which is 2x of EBITDA
  • 09/18/14 Morning Note B. Riley & Co. Morning Notes: AAPL, AKAM, AXTI, DLB, EMKR, IVAC, PCOM, STMP, TIVO, VNCE; Semiconductors & Semi. Cap. Equipment (AOSL, ADI, EXAR, ISSI, ISIL, LLTC, MXIM, MCHP, ONNN, SMTC, TXN)
  • 08/07/14 Morning Note B. Riley & Co. Morning Notes: BIRT, CNVR, CSCD, CSOD, DMD, EMKR, EXAR, KTOS, LIOX, NPTN, PCOM, SGGH, ZUMZ
  • 08/07/14 Update PCOM ($19.80, Buy; $36.00 PT): Solid Quarter With Improvements in GM, Organic Growth and Europe
  • 08/06/14 Morning Note B. Riley & Co. Morning Notes: ABTL, AOSL, CNK, CNVR, CSCD, ELNK, EVOL, GRPN, GUID, IEC, IIVI, LLNW, NCMI, NILE, ODP, PCOM, PG, PRMW, RLD, TROX, XOXO; Consumer Products Weekly
  • 08/05/14 Update PCOM ($18.45, Buy; $36.00 PT): Earnings Preview: Expect In Line Numbers with Guidance Maintained
  • 05/21/14 Morning Note B. Riley & Co. Morning Notes: ADI, CIDM, CRM, DWA, HGG, PCOM, SPLS, TUP, VSAT; B. Riley Conference Schedule
  • 05/09/14 Update PCOM ($21.83, Buy; $36.00 PT) Q In Line with Consensus Though Below our Estimate, GM Should Make up in 2H; Reducing Estimates for Acquisition
  • 05/09/14 Morning Note B. Riley & Co. Morning Notes: BEBE, BRKS, CVU, DMD, HSKA, IPAR, KW, LIOX, MDRX, NVDA, PCOM, TROX, XOXO
  • 05/07/14 Morning Note B. Riley & Co. Morning Notes: ACLS, AOSL, CNK, CNVR, DMD, ELNK, EVOL, GUID, JIVE, LLNW, MANH, MCHP, MOVE, OCLR, ODP, PCOM, PLNR, TROX
  • 05/06/14 Update PCOM ($22.82, Buy; $36.00 PT): Earnings Preview: Expect In Line Numbers with Guidance Maintained
  • 04/16/14 Morning Note B. Riley & Co. Morning Notes: DSW, INTC, LLTC, PBH, YHOO; Internet
  • 04/16/14 Update Industry Update - Internet: Stock Prices are Currently at Levels of Last Two Pullbacks; Further Downside in the 7-15% Range; Earnings Season and Associated Data Flow Could be a Catalyst
  • 03/06/14 Update PCOM ($29.50, Buy; $36.00 PT): Beat Quarter, Guides Conservatively and Continues New Customer Win with Hilton; Increasing PT from $33.00 to $36.00
  • 03/06/14 Morning Note B. Riley & Co. Morning Notes: CSGP, GSM, MOVE, PCOM, PLNR, REIS, SABA, SMTC, VSAT; Retail Footwear & Apparel
  • 02/19/14 Morning Note B. Riley & Co. Morning Notes: ADI, AMSWA, CTG, ELNK, GRPN, PCOM, PPC, SWKS, UEIC, VCRA; Consumer Products Weekly
  • 02/19/14 Update PCOM ($30.02, Buy; $33.00 PT): Deal with MasterCard a Validation and Increases Distribution; Reiterate Buy and $33.00 PT
  • 12/30/13 Morning Note B. Riley & Co. Morning Notes: Exhibitors (IMAX, RLD), GSM, PCOM, ROVI
  • 12/30/13 Update PCOM ($25.62, Buy; $33.00 PT): Clarification from Management Indicates Revenues not Lost; High FCF Potential; Increasing Estimates and PT from $22.00 to $33.00
  • 11/07/13 Morning Note B. Riley & Co. Morning Notes: AEO, CBS, DIS, HSKA, KTOS, KW, LAMR, PCOM, OUTR, TWX, ZUMZ
  • 11/07/13 Update PCOM ($20.96, Buy; $22.00 PT): Misses and Guides Down as Some Campaigns are Delayed; No Change in Fundamentals; Reducing Estimates and PT Declines from $25.00 to $22.00
  • 11/01/13 Morning Note B. Riley & Co. Morning Notes: AVP, CALD, COHR, DISCA, DRCO, Focus List Update, GPX, HGG, IMAX, LGF, LIOX, NEWP, NILE, OMCL, ONNN, OPLK, PCOM, PPC, PRGO, REIS, SHOO, SNAK, SRI, UNTD
  • 11/01/13 Update PCOM ($21.26, Buy; $25.00 PT): Preview: Expect In Line Numbers with Guidance Maintained
  • 10/28/13 Update PCOM ($21.42, Buy; $25.00 PT): 2H Guidance Achievable due to New Client Wins/Economic Turnaround in Europe; Reiterate Buy and PT of $25.00
  • 10/28/13 Morning Note B. Riley & Co. Morning Notes: CERN, CLRO, DWA, EVOL, MCK, Media (BTN, CKEC, CNK,, DCIN, IMAX, MCS, NCMI, RLD, RGC), MOVE, MRGE, NWL, P, PCOM, PG, PRGX, REIS, Semiconductors (AOSL, BRCM, EXAR, INTC, ISIL, KLAC, LRCX, MTSN,MCHP, ONNN, SNDK, SWKS, TXN), SIMO
  • 08/08/13 Update PCOM ($21.57, Buy; $25.00 PT): Bottom line Beat and Full Year Guidance Reiterated; Increasing Estimates and PT Increases to $25.00 from $22.00
  • 08/08/13 Morning Note B. Riley & Co. Morning Notes: AOSL, CVU, DMD, GRPN, IMPV, KTOS, KW, LLNW, MPAA, OPLK, PCOM, RLD, SYMM, TWX, ZUMZ
  • 06/05/13 Update PCOM ($18.27, Buy; $22.00 PT): Southwest Launches Ahead of Schedule; Entering Periods of Hyper Growth
  • 06/05/13 Morning Note B. Riley & Co. Morning Notes: CSTR, DCO, DIS, JOEZ, OMCL, PCOM, TIVO, TXN
  • 05/03/13 Update PCOM ($17.65, Buy; $22.00 PT): Solid Quarter with Strong New Client Driven Growth; Increasing Estimates and PT Increases to $22.00 from $17.00
  • 05/03/13 Morning Note B. Riley & Co. Morning Notes: ABTL, CALD, CCO, CLRO, DIS, DISCA, DRCO, EL, ELNK, GLUU, GPX, IMPV, MCHP, NEWP, NLS, OMCL, ONNN, OPLK, PCOM, RDEN, REIS, SALM, SNAK, SPWR, UEIC, WWWW
  • 03/07/13 Morning Note B. Riley Caris Morning Notes: AEO, BC, BJRI, HZO, PCOM, PII, ROVI, SABA, SBH, SMTC, SPLS, TWX, ZUMZ
  • 03/07/13 Update PCOM ($12.64, Buy; $17.00 PT): Soft Quarter, but Solid Guidance for 2013/2014 as Pipeline Converts; Tweaking Estimates and Price Target Increases to $17.00 from $12.00
  • 11/29/12 Morning Note B. Riley & Co. Morning Notes: AEO, CWTR, ELNK, MCC, MPAA, PCOM, PPC, TIVO
  • 11/08/12 Morning Note B. Riley & Co. Morning Notes: ARAY, DCO, FNSR, GSM, Industry Update: Media & Entertainment (CNK, CSTR, RGC, ROVI, TIVO), KTOS, LIOX, PCOM, PPC, SABA, SYMM, TTGT
  • 11/08/12 Update PCOM (Buy; $12.00 PT): Strong Quarter; Maintains Full Year Revenue Guidance; Pipeline Converting and Increasing; Reducing Bottom line Estimates and PT Declines from $13 to $12
  • 11/07/12 Morning Note B. Riley & Co. Morning Notes: ABTL, ARAY, BANC, CACH, CNK, CPF, DCO, DRL, FCAL, GRPN, NLS, PACW, PCOM, RBCN, TTGT, UEIC, VSAT
  • 09/19/12 Morning Note B. Riley & Co. Morning Notes: MCC, PCOM, WWWW
  • 08/09/12 Morning Note B. Riley & Co. Morning Notes: ELNK, GHDX, LIOX, PCOM, PPC, SYMM, XOXO
  • 08/09/12 Update PCOM (Buy; $13.00 PT): Revenue and Adj. EBITDA Below Expectations; Maintains Full Year Guidance; Pipeline Increasing; Reducing Estimates and PT Declines from $14 to $13
  • 08/07/12 Morning Note B. Riley & Co. Morning Notes: BANC, CMLS, EMKR, EVOL, GHDX, HSKA, LIOX, PCOM, PPC, SABA, TTGT, VTSS, XOXO
  • 05/04/12 Update PCOM (Buy; $14.00 PT): Revenue “miss” is Due to Mix; Pipeline Increasing; Increasing Estimates and Target Increases from $12 to $14
  • 05/04/12 Update B. Riley & Co. Morning Notes: ABTL, ACCL, ARR, BANC, BEBE, BIRT, BOFI, CMLS, EXAR, Exhibitors, GPX, GSIT, JMBA, KSWS, KCP, KTOS, LLNW, MCHX, OPLK, PCOM, ROVI, SHOO, SNAK, UEIC, WTSLA
  • 05/01/12 Morning Note B. Riley & Co. Morning Notes: ABTL, ACCL, AXTI, BIRT, DENN, GHDX, GPX, HOTT, IVAC, JDSU, KONA, LLNW, MCHX, NEWP, PACW, PCOM, PRGX, ROVI, SHOO, SNAK, TXRH, UMPQ, UNTD, VCLK, VECO, VRML, WTSLA, ZUMZ, Focus List for the Month of May
  • 04/09/12 Morning Note B. Riley & Co. Morning Notes: ATNY, BEBE, Exhibitors and Related Technologies Industry Update, PCOM, WTSLA
  • 03/08/12 Morning Note B. Riley & Co. Morning Notes: AEO, BANC, FCAL, HOTT, IMAX, JMBA, KTOS, MPAA, PCOM, PPC, RLD, SIMO, VRML
  • 03/08/12 Update PCOM (Buy; $12.00): $50 million “active” pipeline offers significant upside potential
  • 03/06/12 Morning Note B. Riley & Co. Morning Notes: ACW, AEO, GFN, HOTT, JMBA, MPAA, PCOM, RLD
  • 02/28/12 Morning Note B. Riley & Co. Morning Notes: ABTL, ACW, CAMP, FNSR, GPX, HSKA, PCOM, PCTI, SNAK
  • 12/12/11 Morning Note B. Riley & Co. Morning Notes: CKEC, CNK, CYS, GBCI, PCOM, PPC, RGC
  • 11/29/11 Update PCOM (Buy; $13.00): AMR bankruptcy filing should have no impact on loyalty plan; could potentially switch to principal relationship with PCOM