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MSFT , NUAN , AAPL , FB , GOOGL , AMZN , AYX , DBX , PD , SMAR

+30 pts



$MSFT, $NUAN - DA Davidson says Microsoft better positioned than other big techs in M&A as it faces less regulatory scrutiny, sees more deals coming

By rIsILAwr on April 12, 2021, 9:54 p.m.
Tagged topics: regulatory scrutiny , big tech , mergers and acquisitions , D.A. Davidson , rich valuations , all cash deal

Views: 127, Votes: 1, Responses: 0, Attachments: 1
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: 164, Votes: 2, Responses: 0, Attachments: 30
AYX

+34 pts



$AYX - down 28% today on weak outlook, but analysts still bullish long term

By mooreideas on Aug. 7, 2020, 10:33 a.m.
Tagged topics: buying opportunity , automation , secular trends

Views: 76, Votes: 1, Responses: 0, Attachments: 4