Benroy Investment Group
Long/short equity

Acxiom: A Solid Data Analytics Platform In A Data-Driven World

Acxiom Corp. (NASDAQ:ACXM) Initiating on ACXM with an OUTPERFORM Rating and $40 PT; Solid Data Analytics Platform in a Data Driven World With rapid growth of programmatic targeted advertising and blooming of artificial intelligence, we expect Acxiom's Audience Solutions in conjunction with Connectivity segments to grow at 17% annually for next four fiscal years (F2018-22) and remain the driver behind our annual 12% consolidated growth for the same period. We estimate revenue growth along with stabilizing cost of revenue and operating costs to result in 27% annual compounded adj. EBITDA growth for the same period. Our price target of $40 is driven by a 7-year DCF with 1% terminal growth. ACXM's platforms together create a comprehensive data analytics ...
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