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FIVN , RNG , ZM , NTNX , FFIV , CVLT , NET

+35 pts



Piper Sandler identifies top software picks for 2H following earnings season, driven by cloud communication, security secular shift, and gaming tailwinds

By labjordan on June 10, 2021, 1:06 p.m.
Tagged topics: gaming , software , analyst top pick , Piper Sandler , security software , cloud communication

Views: 108, Votes: 2, Responses: 0, Attachments: 12
TWLO , ESTC , SMAR , MDB , AYX , ASAN , TEAM , BOX , DDOG , FROG , NEWR , NTNX , SNOW , VMW , ZM

+32 pts



$TWLO, $ESTC, $SMAR - Oppenheimer says street expectations for software's Mar/Apr quarter look conservative, see potential for beat and raise, 3 stocks best positioned

By mooreideas on April 8, 2021, 2 p.m.
Tagged topics: low expectations , positive catalyst , software , earnings preview , beat and raise , Oppenheimer , buy the dip

Views: 139, Votes: 2, Responses: 0, Attachments: 30
CDW , DELL , HPE , HPQ , IBM , NCR , NTAP , NTNX , PSTG , STX , TDC

+64 pts



Morgan Stanley is 'more bullish than ever' on IT demand post COVID, and 'would be aggressive buyers of enterprise hardware stocks'

By phenphen on March 7, 2021, 2:49 a.m.
Tagged topics: post-COVID , IT spending , Morgan Stanley , tech hardware , enterprise hardware

Views: 181, Votes: 6, Responses: 0, Attachments: 19
NLOK , PING , MIME , RP , ALTR , NTNX , CVLT , ESTC , PD , Software

+30 pts



Software job postings suggest pipeline build not yet robust

By phenphen on May 29, 2020, 1:55 p.m.
Tagged topics: analyst checks , COVID-19 , job postings

Views: 161, Votes: 3, Responses: 0, Attachments: 0