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CRM , INTU , VEEV , DOCU , SMAR , COUP , PLAN

+40 pts



With appetite for growth stocks returning, Morgan Stanley recommends sticking to SaaS names with 'reasonable buy-side expectations'

By bbern3 on Aug. 19, 2021, 12:32 p.m.
Tagged topics: growth stock , Morgan Stanley , SaaS , investor expectations

Views: 142, Votes: 5, Responses: 0, Attachments: 2
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+39 pts



$ZM, $TWLO, $PEGA - RBC believes pandemic's tailwinds for software are long-lasting, identifies 3 top picks for post-pandemic (deep dive)

By josiebe on June 11, 2021, 10:45 a.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 172, Votes: 4, Responses: 1, Attachments: 29
DBX , WORK , DOCU , RNG , ZM , MSFT

+32 pts



$MSFT, $ZM - comScore data shows unique visitors growth for Microsoft Team and Zoom still strong in September, but continued to decelerate

By labjordan on Oct. 23, 2020, 12:58 a.m.
Tagged topics: analyst checks , future of work , pandemic trends

Views: 93, Votes: 2, Responses: 0, Attachments: 9