Why buy now?4 Aug 2025 11:37
NOTE: This is not a solicitation to trade in ATG shares. Do your own research and make your own trading decisions.
Not sure about buying at this time. Too early and needs a future announcement to confirm margins and outlook have turned around.
Lower Profit Guidance: ATG revised its adjusted EBITDA margin forecast to 42–43%, down from 45–46%, citing a shift in revenue mix and rising shipping volumes with lower margins.
Chairish Acquisition Concerns: Chairish has an EBITDA loss
Timing of announcements: Combining weaker guidance and performance with a major acquisition has unsettled the market.
RBC Capital Markets noted the “difficult optics” of combining a profit warning with a new deal, though they acknowledged the long-term strategic rationale and potential synergies saving $8m.
All things considered, I'm bearish.