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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: 151, Votes: 2, Responses: 1, Attachments: 29
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: 133, Votes: 1, Responses: 0, Attachments: 16
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: 112, 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: 153, Votes: 2, Responses: 0, Attachments: 30