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ZM , FSLY , DBX , SMAR , COUR , JCOM , DCT , DOCU , TWLO , PEGA

+1 pts





By rogoman on June 11, 2021, 3:16 p.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 1, Votes: 1, Responses: 0, Attachments: 0
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+35 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: 113, Votes: 2, Responses: 1, Attachments: 29
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: 107, Votes: 2, Responses: 0, Attachments: 12
GOOGL , MSFT , CRM , ZM , WORK , RNG , EGHT

+1 pts





By uniqueerique on June 5, 2021, 4:05 a.m.
Tagged topics: valuations , growing competition , work from home , analyst downgrade , Oppenheimer , video conferencing , UCaaS

Views: 1, Votes: 1, Responses: 0, Attachments: 0
RNG , ZM , MSFT , EGHT , CRM , WORK , GOOGL

+36 pts



$RNG - Oppenheimer warns of fierce and growing competition as well as unbundling with Zoom video, downgrades stock to Perform despite likely strong Q1

By labjordan on April 23, 2021, 11:18 a.m.
Tagged topics: valuations , growing competition , work from home , analyst downgrade , Oppenheimer , video conferencing , UCaaS

Views: 227, Votes: 2, Responses: 1, Attachments: 12
ZM , FIVN , RNG , CSCO , JCOM , TEAM , GOOGL , FB , SMAR , MSFT

+31 pts



$ZM, $FIVN, $RNG - Piper Sandler says 'party isn't over' for the communication software space as downloads slow but remain up vs pre-pandemic

By labjordan on April 16, 2021, 1:24 p.m.
Tagged topics: app downloads , work from home , pandemic trends , post-pandemic , Piper Sandler , return to office , video conferencing , zoom calls

Views: 129, Votes: 1, Responses: 0, Attachments: 16
KTB , ELF , LOW , FOUR , BBY , YETI , HD , BIG , OSTK , VFC , CMG , WING , WEN , LESL , CHWY , GIS , AXP , ZM , W

+31 pts



Piper Sandler data suggest increased interest in spending on reopening areas (apparel, restaurants), but also continued strength among 'COVID winners' (home, pets, outdoors)

By josiebe on April 12, 2021, 1:22 p.m.
Tagged topics: analyst checks , eCommerce , post-COVID , reopening , fiscal stimulus , pandemic trends , Piper Sandler , stimulus checks

Views: 105, Votes: 1, Responses: 0, Attachments: 94
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
AMZN , NFLX , ROKU , SHOP , W , CSCO , ETSY , V , WYNN , BA , ST , ZM , CMG , CVS , MCD , ROST , WBA , DAL , WDC , AXP , CAR , CHTR , DPZ , KO , LUV

+5 pts



P

By Melyche on April 4, 2021, 3:37 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , NFLX , ROKU , SHOP , W , CSCO , ETSY , V , WYNN , BA , ST , ZM , CMG , CVS , MCD , ROST , WBA , DAL , WDC , AXP , CAR , CHTR , DPZ , KO , LUV

+5 pts



Rep

By Melyche on April 4, 2021, 3:37 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 1, Votes: 1, Responses: 0, Attachments: 0