Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">InterActiveCorp target raised to $86 at Aegis Capital (76.28)Aegis Capital raises their IAC tgt to $86 from $80 post Q4 results. IAC is in an enviable position in which it could spin or split-off either one of its two major assets this year — HomeAdvisor and its Match Group shares — and sell Vimeo, which has received acquisition interest in the past. HomeAdvisor has been executing strongly, and rev growth, firm estimate, could exceed 30% YoY, and Adj. EBITDA could grow by 75% YoY this year, with margins expanding by 340bps to 13%. The growth runway is both long and wide and margins could creep up toward the 20% level over time. IAC is likely to continue to invest and grow this business both domestically and internationally before it spins it out. For Vimeo, the SaaS business continues to grow the sub base at a healthy pace, the OTT opportunity has ample runway, and the forthcoming consumer subscription service is a catalyst worth watching. The other businesses, primarily Applications and Publishing will likely continue to be used for their cashflow. <strong>That leaves the Match shares as the one asset firm believes IAC should part ways with this year to give MTCH's shares more liquidity. A spin would be a catalyst for both stocks; Buy.</strong></td> </tr></table>"