- The restaurant industry is shifting towards becoming more digital, providing Olo with secular industry tailwinds for growth.
- Olo's target market is currently still under-penetrated, and thus, the total assessable market implies decent room for growth in the future.
- The company differentiates itself by its large network of partners, brands, and customers, while the flywheel effect further drives and compounds future growth.
- Olo still has multiple levers to pull, including international expansion, focus on small and medium businesses and tits payments opportunity.
- My price target for Olo is $16.10, implying a 70% upside from current levels.
For further details see:
Olo: An Emerging SaaS Category Leader