The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 92 | — | 20.8x | Top tier | |
Growth | 10 | -1.8% | 6.1% | Bottom tier | |
Quality | 36 | -18.7% | 6.6% | Bottom tier | |
Safety | 60 | 0.8x | 0.7x | Around median | |
Capital Return | 89 | 23.32% | 2.02% | Top tier | |
Momentum | 5 | -24.2% | 4.1% | Bottom tier | |
Sentiment | 56 | 2 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Shutterstock, Inc. is a digital content licensing and creative services platform listed on the NYSE under the ticker SSTK, and it generates its revenue from selling subscriptions and packs to license images, video, music, and creative assets, in addition to Data, Distribution, and Services businesses related to AI model training data, Giphy, and Shutterstock Studios. In the third-quarter 2024 call, management explained that Content generated $204 million of revenue, while Data, Distribution, and Services generated about $47 million, making Content the largest revenue source with a growing contribution from faster-growing businesses. The Envato transaction, which closed on July 22, 2024, also added about $37.6 million of Content revenue in that quarter through Envato Elements and the unlimited multi-asset subscription model.
The latest available quarter in the EDGAR data is the first quarter of 2026, in which Shutterstock recorded revenue of $199.2 million and gross profit of $104.4 million, meaning a gross margin of about 52.4%. However, net income was negative at $47.6 million, and earnings per share were -$1.34, implying a negative net loss margin of about 23.9%. By comparison, full-year 2025 showed revenue of $989.9 million, gross profit of $583.1 million, and net income of $45.5 million, meaning the latest quarter reflects a clear shift from positive annual profitability to a large quarterly loss.
The latest available operating detail from the earnings call showed that the third quarter of 2024 was a record quarter at the time, with revenue of $250.6 million, year-over-year growth of 7.4%, and Adjusted EBITDA of $70 million at a 27.9% margin. Within that quarter, Content revenue of $204 million represented the majority of the mix, while Data, Distribution, and Services represented about $47 million, and management was pointing to growth in these businesses of more than 40% since the beginning of the year. This contrast between the momentum in AI, Giphy, and Envato businesses on one hand, and the net loss in the latest EDGAR data and the failed Getty Images merger on the other, is the core of the stock story right now.
The provided market capitalization is $360.4 million, and no usable price-to-earnings multiple appears in the data, which is consistent with recording a net loss in the first quarter of 2026 and negative earnings per share. The average analyst price target is $67, with a high target of $90, a low target of $55, and an overall consensus at neutral; this average is above the entire 52-week range of $9.43 to $29.5, meaning the stock within this range is below the consensus target. Even so, the neutral consensus indicates that analysts do not read the gap to the target alone as a sufficiently positive case, especially after the failed Getty Images transaction and the latest quarterly loss.
Figures in the text are as of 2026-07-03; the live price is shown at the top of the page.
The direct reason in the data is the failure of the merger transaction with Getty Images, as a news item dated 2026-07-02 said the stock collapsed by 30% after the deal failed. A news item dated 2026-07-01 also said Getty abandoned the merger after UK regulatory objections. These reports matter because the transaction would have changed Shutterstock’s strategic path in the licensed content market, but its failure shifted the focus back to the company’s standalone performance and its latest quarterly loss.
In the first quarter of 2026, Shutterstock recorded revenue of $199.2 million and gross profit of $104.4 million. Net income was negative at $47.6 million, and earnings per share were -$1.34. This means the gross margin was about 52.4%, while the net income margin was negative by about 23.9%.
Shutterstock closed the Envato transaction on July 22, 2024, and the third quarter of 2024 was the first quarter in which Envato’s contribution appeared in consolidated results. Envato contributed about $37.6 million to Content revenue for that quarter, within total Content revenue of $204 million. Management said Envato Elements, an unlimited multi-asset subscription, benefited from site improvements, the rebrand, and an increase in paid subscribers.
Automated analysis for informational purposes only — not investment advice.
According to management on the 2024-10-29 call, there were no material signs that AI-generated content was replacing traditional content licensing. The company launched Generative Plus in April 2024 as a low-cost monthly subscription to license AI-generated content, and said the number of subscribers grew every month since launch. It also said that millions of AI images were generated and hundreds of thousands were licensed, and that slightly less than half of September subscribers were new Shutterstock customers, many of whom also purchased traditional content.
Giphy is part of the Distribution businesses within Data, Distribution, and Services, and management said Giphy was generating revenue at an approximately $20 million run rate when it was acquired. In the third quarter of 2024, Giphy views reached about 19 billion per day, up more than 10% from the comparable quarter of the prior year. The company also announced on 2024-10-29 that TikTok expanded its relationship with Giphy to use it in a specialized recommendation engine inside direct messages.
The insider activity signal in the data is neutral, and there were no announced purchases or sales during the three-month period, with the last transaction dated 2026-06-10. The analyst consensus is neutral, with an average price target of $67, a high target of $90, and a low target of $55. This mix reflects a large gap between analyst targets and the 52-week trading range, but it does not translate into an explicitly positive consensus because of operating risks and the Getty Images news.