Blucora Stock Analysis

BCOR
 Stock
  

USD 22.60  0.54  2.45%   

The latest price spike of Blucora could raise concerns from retail investors as the firm is trading at a share price of 22.60 on 357,003 in volume. The company executives may have good odds in positioning the firm resources to exploit market volatility in September. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.16. The current volatility is consistent with the ongoing market swings in July 2022 as well as with Blucora unsystematic, company-specific events.
Continue to Trending Equities.
  
The Blucora stock analysis report makes it easy to digest most publicly released information about Blucora and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Blucora Stock analysis module also helps to analyze the Blucora price relationship with some important fundamental indicators such as market cap and management efficiency.

Blucora Stock Analysis Notes

About 97.0% of the company shares are held by institutions such as insurance companies. The book value of Blucora was currently reported as 7.37. The company has Price/Earnings To Growth (PEG) ratio of 0.72. Blucora recorded a loss per share of 0.4. The entity last dividend was issued on the 9th of January 2008. The firm had 1:10 split on the 13th of September 2002. Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. Blucora, Inc. was founded in 1996 and is headquartered in Dallas, Texas. Blucora operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 1100 people. For more info on Blucora please contact William Ruckelshaus at 972 870 6400 or go to https://www.blucora.com.

Blucora Quarterly Cost of Revenue

120.52 Million

Blucora Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Blucora's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Blucora or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Blucora was previously known as Inspire Medical Systems and was traded on New York Stock Exchange under the symbol INSP.
Blucora has a strong financial position based on the latest SEC filings
Over 97.0% of the company shares are held by institutions such as insurance companies

Blucora Upcoming and Recent Events

Earnings reports are used by Blucora to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Blucora previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report16th of February 2022
Next Financial Report4th of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End16th of February 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

Blucora Largest EPS Surprises

Earnings surprises can significantly impact Blucora's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2010-08-02
2010-06-300.030.02-0.0133 
2009-10-28
2009-09-300.040.050.0125 
2007-04-26
2007-03-31-0.01-0.02-0.01100 
View All Earnings Estimates

Blucora SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Blucora prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Blucora investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Blucora specific information freely available to individual and institutional investors to make a timely investment decision.
22nd of June 2022
Financial Statements and Exhibits. Regulation FD Disclosure
View
4th of May 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
26th of April 2022
Submission of Matters to a Vote of Security Holders
View
14th of March 2022
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
16th of February 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
14th of February 2022
Financial Statements and Exhibits. Other Events
View
9th of February 2022
Unclassified Corporate Event
View
8th of February 2022
Unclassified Corporate Event
View

Blucora Thematic Classifications

In addition to having Blucora stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Banking
USA Equities from Banking industry as classified by Fama & French
Millennials Best
Firms that are involved in making products or providing services to millennials

Blucora Market Capitalization

The company currently falls under 'Mid-Cap' category with current market capitalization of 1.04 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Blucora's market, we take the total number of its shares issued and multiply it by Blucora's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Blucora Profitablity

Blucora's profitability indicators refer to fundamental financial ratios that showcase Blucora's ability to generate income relative to its revenue or operating costs. If, let's say, Blucora is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Blucora's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Blucora's profitability requires more research than a typical breakdown of Blucora's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 1.61 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 7.09 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.07.
Last ReportedProjected for 2022
Return on Investment 3.47  2.85 
Return on Average Assets 0.007  0.007553 
Return on Average Equity 0.022  0.0237 
Return on Invested Capital 0.048  0.05 
Return on Sales 0.035  0.0378 

Management Efficiency

The entity has return on total asset (ROA) of 3.68 % which means that it generated profit of $3.68 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 4.25 %, meaning that it created $4.25 on every $100 dollars invested by stockholders. Blucora management efficiency ratios could be used to measure how well blucora manages its routine affairs as well as how well it operates its assets and liabilities. Blucora Return on Average Assets are relatively stable at the moment as compared to the past year. Blucora reported last year Return on Average Assets of 0.007. As of 08/12/2022, Return on Average Equity is likely to grow to 0.0237, while Return on Investment is likely to drop 2.85. Blucora Average Assets are relatively stable at the moment as compared to the past year. Blucora reported last year Average Assets of 1.11 Billion
Last ReportedProjected for 2022
Book Value per Share 7.03  8.17 
Enterprise Value over EBIT 41.00  42.08 
Enterprise Value over EBITDA 16.90  18.24 
Price to Book Value 2.47  2.33 
Tangible Assets Book Value per Share 6.48  6.22 
Enterprise Value1.3 B1.3 B
Tangible Asset Value314.8 M285.9 M

Technical Drivers

As of the 12th of August 2022, Blucora shows the Downside Deviation of 2.11, mean deviation of 1.65, and Risk Adjusted Performance of 0.3206. Blucora technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down and interpolate data for nineteen technical drivers for Blucora, which can be compared to its rivals. Please confirm Blucora variance, value at risk, as well as the relationship between the Value At Risk and skewness to decide if Blucora is priced correctly, providing market reflects its regular price of 22.6 per share. Given that Blucora has jensen alpha of 0.4358, we suggest you to validate Blucora's prevailing market performance to make sure the company can sustain itself at a future point.

Blucora Price Movement Analysis

The output start index for this execution was thirty-five with a total number of output elements of twenty-six. The Exponential Moving Average is calculated by weighting recent values of Blucora more heavily than older values.
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Blucora Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Blucora insiders, such as employees or executives, is commonly permitted as long as it does not rely on Blucora's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Blucora insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Stacy Murray over a month ago via Macroaxis 
Payment of 264 shares by Stacy Murray of Blucora subject to Rule 16b-3
Todd Mackay over a month ago via Macroaxis 
Payment of 681 shares by Todd Mackay of Blucora subject to Rule 16b-3
Christopher Walters over two months ago via Macroaxis 
Exercise or conversion by Christopher Walters of 10118 shares of Blucora subject to Rule 16b-3
Curtis Campbell over two months ago via Macroaxis 
Payment of 2679 shares by Curtis Campbell of Blucora subject to Rule 16b-3
Mehlman Marc over three months ago via Macroaxis 
Blucora exotic insider transaction detected
Kotecha Kanayalal Amritlal over three months ago via Macroaxis 
Acquisition by Kotecha Kanayalal Amritlal of 5946 shares of Blucora subject to Rule 16b-3
Kotecha Kanayalal Amritlal over three months ago via Macroaxis 
Acquisition by Kotecha Kanayalal Amritlal of 805 shares of Blucora subject to Rule 16b-3
Leaman J Richard Iii over three months ago via Macroaxis 
Acquisition by Leaman J Richard Iii of 805 shares of Blucora subject to Rule 16b-3
Todd Mackay over three months ago via Macroaxis 
Exercise or conversion by Todd Mackay of 10141 shares of Blucora subject to Rule 16b-3
Ann Bruder over three months ago via Macroaxis 
Bona fide gift to Ann Bruder of 3000 shares of Blucora subject to Section 16
Christopher Walters over six months ago via Macroaxis 
Payment of 9929 shares by Christopher Walters of Blucora subject to Rule 16b-3
Ann Bruder over six months ago via Macroaxis 
Payment of 1507 shares by Ann Bruder of Blucora subject to Rule 16b-3

Blucora Technical and Predictive Indicators

Blucora Forecast Models

Blucora time-series forecasting models is one of many Blucora's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Blucora's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Blucora Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Blucora stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Blucora shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Blucora. By using and applying Blucora Stock analysis, traders can create a robust methodology for identifying Blucora entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 3.46  3.15 
EBITDA Margin 0.08  0.09 
Gross Margin 0.46  0.48 
Profit Margin 0.009  0.009711 
Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. Blucora, Inc. was founded in 1996 and is headquartered in Dallas, Texas. Blucora operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 1100 people.

Current Blucora Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Blucora analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Blucora analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
23.67Buy3Odds
Blucora current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Blucora analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Blucora stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Blucora, talking to its executives and customers, or listening to Blucora conference calls.
Blucora Analyst Advice Details

Blucora Stock Analysis Indicators

Blucora stock analysis indicators help investors evaluate how Blucora stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Blucora shares will generate the highest return on investment. By understating and applying Blucora stock analysis, traders can identify Blucora position entry and exit signals to maximize returns.
Quick Ratio1.67
Fifty Two Week Low14.59
Revenue Growth10.50%
Shares Short Prior Month1.77M
Average Daily Volume Last 10 Day407.04k
Average Daily Volume In Three Month342.86k
Earnings Growth25.00%
Shares Percent Shares Out3.23%
Earnings Quarterly Growth25.20%
Gross Margins45.87%
Short Percent Of Float4.51%
Forward Price Earnings7.44
Float Shares46.55M
Fifty Two Week High22.09
Enterprise Value To Ebitda13.90
Fifty Day Average18.56
Two Hundred Day Average18.08
Enterprise Value To Revenue1.52
Continue to Trending Equities. Note that the Blucora information on this page should be used as a complementary analysis to other Blucora's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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When running Blucora price analysis, check to measure Blucora's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Blucora is operating at the current time. Most of Blucora's value examination focuses on studying past and present price action to predict the probability of Blucora's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Blucora's price. Additionally, you may evaluate how the addition of Blucora to your portfolios can decrease your overall portfolio volatility.
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Is Blucora's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Blucora. If investors know Blucora will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Blucora listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.27
Market Capitalization
1.1 B
Quarterly Revenue Growth YOY
0.01
Return On Assets
0.0272
Return On Equity
0.0584
The market value of Blucora is measured differently than its book value, which is the value of Blucora that is recorded on the company's balance sheet. Investors also form their own opinion of Blucora's value that differs from its market value or its book value, called intrinsic value, which is Blucora's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Blucora's market value can be influenced by many factors that don't directly affect Blucora's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Blucora's value and its price as these two are different measures arrived at by different means. Investors typically determine Blucora value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blucora's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.