The Long Case For Web.com Group, Inc

Elevator Pitch

Web.com (WWWW) is poised to benefit from small businesses increasing spending on technology and shifting their marketing budgets toward the Internet. By acquiring Register.com and Network Solutions, Web.com has become a major player in the low-ARPU (Average Revenue Per User) domain name registration business. These acquisitions have created a great opportunity to upsell the company's original higher-ARPU value-added services. We believe Web.com is a long-term ARPU growth story, and we expect the company's earnings to grow steadily in the next 3-5 years, driven by small businesses' strong demand for online marketing solutions, and Web.com's proven ability to expand its customer base and upsell value-added services. We have a $36 price target on Web.com shares, and recommend...

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