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    Stephen Ju

    Managing Director and Senior Equity Research Analyst at UBS Group AG

    Stephen Ju is a Managing Director and Senior Equity Research Analyst at UBS, specializing in Technology, Communication Services, and Consumer Cyclical sectors, with additional coverage in Healthcare, Industrials, and Financial Services. He covers major companies such as Meta Platforms, Amazon, Expedia Group, Airbnb, TripAdvisor, Lyft, and Pinterest, and is recognized for making over 1,500 price targets across 48 stocks with a documented price target met ratio of 58.4% and top-performing calls, including a 431% return on Wayfair and an 11.5% instant gain on Pinterest. Ju began his analyst career at Credit Suisse before joining UBS, where he has become one of the firm's lead analysts in his sectors. He holds FINRA registrations and securities licenses required for equity research and is ranked highly on platforms like TipRanks, currently carrying a 4.76-star rating and a success rate of about 53%.

    Stephen Ju's questions to IAC (IAC) leadership

    Stephen Ju's questions to IAC (IAC) leadership • Q2 2025

    Question

    Stephen Ju highlighted the massive total addressable market for Care.com and asked what factors are within IAC's control to accelerate growth and what needs to happen at the industry, consumer, and enterprise levels.

    Answer

    IAC CFO & COO Christopher Halpin acknowledged the large opportunity and outlined the strategy for Care.com. Key factors include improving the product to drive offline users online, introducing new pricing and packaging to better monetize visits, and expanding aggressively into the Senior Care and Pet Care verticals. He noted the primary hurdle has been product and marketing, which the recent relaunch aims to address.

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