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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
FSLY , AKAM , NET

+31 pts



$FSLY - Oppenheimer downgrades stock after outage, says it would impact 2H growth

By josiebe on June 10, 2021, 11:17 a.m.
Tagged topics: outage , management departure , tough comps , risk to estimates , Oppenheimer , cloud service providers

Views: 84, Votes: 1, Responses: 0, Attachments: 4
NET , NVDA

+30 pts



$NET - RBC says partnership with $NVDA could lead to a larger TAM

By josiebe on April 14, 2021, 11:55 a.m.
Tagged topics: partnership , long-term story , AI , TAM expansion , edge computing , RBC

Views: 103, Votes: 1, Responses: 0, Attachments: 2
AKAM , FIVN , FSLY , NET

+32 pts



Piper Sandler data indicates demographics support strong secular growth outlook for gaming and streaming, positive for $AKAM, $FIVN, $FSLY, and $NET

By josiebe on April 7, 2021, 1:31 p.m.
Tagged topics: analyst checks , streaming , gaming , secular growth , NGINX , CDNs , teens , gamers , customer service

Views: 96, Votes: 2, Responses: 0, Attachments: 9