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Investor Insights

This summary was created by AI, based on 4 opinions in the last 12 months.

Experts have mixed opinions on Knight Therapeutics (GUD-T). Some believe it is one of the cheapest small caps with good potential for margin improvement and high net-cash position. They recommend accumulating on weakness. Others see it as a hidden gem with low liquidity but promising topline growth, strong margin expansion potential, and a CEO with a great track record. The stock has shown improvement in its performance, but some are still cautious due to the lack of excitement and are waiting for more significant developments like a major company purchase.

Consensus
Mixed
Valuation
Undervalued
PAST TOP PICK
Knight Therapeutics
(A Top Pick Sep 10/24, Down 11%)

(Note the short timeframe.)
One of the cheapest small caps, accumulate on weakness. Pullback gives you the opportunity. Good job setting stage for margin improvement over time, not overnight. High net-cash position. Capital discipline, good insider ownership. 

0
TOP PICK
Knight Therapeutics

A hidden gem. Low liquidity, but has good topline growth, strong margin expansion potential and the CEO has a great track record from Paladin Labs. It buys existing drug platforms, and can now leverage that platform to introduce new drug therapies. Huge net cash and keep buying back shares. 

(Analysts’ price target is $7.60)
0
DON'T BUY
Knight Therapeutics
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

The stock is acting better, and is up 15% YTD. It has been a while since it saw $6. EPS was -4c vs expectations of (nil). Revenue was $86.6M, beating estimates of $83.1M. EBITDA of $13.58M missed estimates of this $14.47M. Guidance was largely maintained. Revenue rose 4.9%, with margins a bit higher than estimates. Net cash is about $90M. Still not much excitement here. Some recent partnerships look more interesting than the quarterly results. It is good to see the sales gain, but we would not yet call this a dramatic turn. 
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0
DON'T BUY
Knight Therapeutics

Years ago, they bought a major company that he owned a lot of shares in. He's waiting for another such purchase by GUD before considering it. He's looking for companies with growth and earnings.

0
HOLD
Knight Therapeutics

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Trades at a cheap valuation. Investors’ patience has run out. Recent acquisition gave it a new life. Current environment can be favorable. Unlock Premium - Try 5i Free

0
HOLD
Knight Therapeutics
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. I Good Q2 results but weaker bottom line. Growth potential remains. No dividend to keep investors patient. Valuation arguably more attractive today.
0
BUY
Knight Therapeutics
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Trades at a cheap valuation. Investors’ patience has run out. Recent acquisition gave it a new life. Current environment can be favorable.
0
HOLD
Knight Therapeutics
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Trades at a cheap valuation. Investors’ patience has run out. Recent acquisition gave it a new life. Current environment can be favorable. Rating maintained at ‘B'.
0
HOLD
Knight Therapeutics
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Sales 30% ahead of estimates. M&A pipeline active, investors expect more. COVID helped sales growth. Impressive quarter results.
0
WAIT
Knight Therapeutics
The superstar CEO with a great track record raised a pile of cash, but didn't do anything with it. He had a short position on this 6 months ago, and covered that recently. GUD has poor price momentum, though little volatility, and no real earnings. PE is high, though a strong balance sheet. This is a show-me story.
0
HOLD
Knight Therapeutics

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although the stock has not moved, the basic thesis has not changed. There is some weakness in South America which has impacted their acquisition. With no dividend, there is an opportunity cost to the stock, but outlook remains intact. Unlock Premium - Try 5i Free

0
WEAK BUY
Knight Therapeutics
The CEO has a great track record, but he's been slow to deploy capital which the market doesn't like. He bought a company in Brazil, so there's currency risk. Hold on and be patient. Short-term, investors are frustrated, but long term this should be fine. The CEO is sitting on a lot of cash.
0
BUY
Knight Therapeutics

Brilliant CEO. It's sitting on a lot of cash, because of the CEO who is patient and will slowly build Knight. He's not chasing acquisitions to spend cash.

0
HOLD
Knight Therapeutics
A frustrating name. They have a great management team. For a couple of years, he has been waiting for the execution of a big deal that finally came about. The market is selling it down and he is not really sure why. He thinks investors are just selling it off with the uncertainty in the market currently. It trades at 0.7 times book value. He still thinks things are fine.
0
BUY
Knight Therapeutics
He still likes it. There is a changeover in the investor base. A lot of people were hiding in it for cash and book value, and now investors are interested in the growth so there is a changeover. He likes it here.
0
Showing 1 to 15 of 102 entries

Knight Therapeutics(GUD-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 3

Stockchase rating for Knight Therapeutics is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Knight Therapeutics(GUD-T) Frequently Asked Questions

What is Knight Therapeutics stock symbol?

Knight Therapeutics is a Canadian stock, trading under the symbol GUD-T on the Toronto Stock Exchange (GUD-CT). It is usually referred to as TSX:GUD or GUD-T

Is Knight Therapeutics a buy or a sell?

In the last year, 3 stock analysts published opinions about GUD-T. 1 analyst recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Knight Therapeutics.

Is Knight Therapeutics a good investment or a top pick?

Knight Therapeutics was recommended as a Top Pick by on . Read the latest stock experts ratings for Knight Therapeutics.

Why is Knight Therapeutics stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Knight Therapeutics worth watching?

3 stock analysts on Stockchase covered Knight Therapeutics In the last year. It is a trending stock that is worth watching.

What is Knight Therapeutics stock price?

On 2024-12-13, Knight Therapeutics (GUD-T) stock closed at a price of $5.2.