Posts on SMAR

Latest ideas and analyses related to Smartsheet Inc. Class A Common Stock

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SMAR

+33 pts



$SMAR 1Q23 Results – Fuel for the Bullish and Bearish Narratives

By realmomobags on June 8, 2022, 5:40 a.m.
Tagged topics: earnings results , SaaS

Views: 18, Votes: 4, Responses: 0, Attachments: 1
CWAN , XMTR , DV , CTXS , PUBM , PING , PATH , CHKP , NICE , MSP , NLOK , PD , MGNI , BSY , ANSS , SMAR , TDC , RPD , ASAN , TRMR

+33 pts



Software job postings begin to level off

By CdnInvstr on May 31, 2022, 1:46 p.m.
Tagged topics: analyst checks , job postings

Views: 21, Votes: 3, Responses: 0, Attachments: 1
MSFT , CRWD , SNOW , NET , DDOG , WDAY , S , SMAR , CHKP , VRNS , ESTC , TEAM , ASAN , SUMO , ZUO

+34 pts



OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...

By wineced142@azteen.com on May 24, 2022, 7:10 p.m.
Tagged topics: analyst lowers estimates

Views: 34, Votes: 8, Responses: 0, Attachments: 0
TEAM , SNOW , DDOG , SUMO , ESTC , NET , SMAR , ASAN , VRNS , CRWD , S , WDAY , ZUO , MSFT , CHKP

+41 pts



Software — Lowering Ests./PTs Across the Board — Beware Macro Storm

By labjordan on May 24, 2022, 12:56 p.m.
Tagged topics: analyst lowers estimates

Views: 42, Votes: 5, Responses: 1, Attachments: 1
ASAN , BOX , DOCU , KLTR , MNDY , SMAR , ZM

+39 pts



Collaboration and Work Automation Software Preview

By josiebe on April 29, 2022, 3:21 p.m.
Tagged topics: earnings preview

Views: 46, Votes: 4, Responses: 0, Attachments: 1
COUP , VEEV , MDB , HUBS , DOCU , SMAR , PING , MSP , MSFT , NOW , TEAM , ZI , TWLO , PLTR , PATH , BOX , CRM , ZM

+44 pts



Software: Takeaways from Recent Investor Meetings

By mooreideas on April 18, 2022, 2:05 p.m.
Tagged topics: non deal roadshow

Views: 69, Votes: 5, Responses: 0, Attachments: 1
BASE , DBX , DOCU , FSLY , NEWR , NTNX , QLYS , SMAR , SPLK , ZM , BOX , COUP , MSP , NABL , NLOK , SWI , TDC

+84 pts



Software: M&A Heats Up as Stocks Pull Back

By phenphen on April 11, 2022, 11:55 a.m.
Tagged topics: takeout candidate , private equity

Views: 242, Votes: 8, Responses: 1, Attachments: 1
PANW , CRWD , SPLK , DDOG , NOW , SMAR , DXC

+18 pts



As Gavin Baker said sometimes doing the obvious thing fast could be a great investment decision- in this case buying cyber security shares such as...

By yrc7777 on March 30, 2022, 12:58 a.m.
Tagged topics: analyst checks

Views: 30, Votes: 7, Responses: 0, Attachments: 0
SPLK , CRWD , DDOG , NOW , PANW , DXC , SMAR

+42 pts



Margins matter

By labjordan on March 28, 2022, 11:26 a.m.
Tagged topics: analyst checks

Views: 30, Votes: 3, Responses: 2, Attachments: 1
ASAN , TEAM , MNDY , SMAR

+34 pts



Recent pressures on the group may be too pessimistic

By labjordan on March 22, 2022, 9:56 a.m.
Tagged topics: analyst checks

Views: 146, Votes: 2, Responses: 0, Attachments: 1
SMAR

+31 pts



Focus on Profit Guide

By rIsILAwr on March 14, 2022, 1:40 p.m.
Tagged topics: earnings preview

Views: 26, Votes: 1, Responses: 0, Attachments: 1
NET , DDOG , SNOW , TEAM , S , TWOU , UPLD , SUMO , LZ , DBX , MSFT , ADBE , CRM , INTU , WDAY , SMAR , PWSC , CHGG , VMEO , SMWB , WIX , PANW , SAIL , SPLK , PCOR , PLAN

+43 pts



How low can software valuations go?

By puckerman17 on March 7, 2022, 1:26 p.m.
Tagged topics: valuations

Views: 83, Votes: 4, Responses: 0, Attachments: 1
MSFT , ADBE , CRM , INTC , WDAY , DDOG , SMAR , PWSC , CHGG , VMEO , SMWB , WIX , CRWD , PANW , SAIL , SPLK , DBX , CTXS , PCOR , PLAN

+62 pts



Software Valuation: Is The Ice Going To Thaw?

By labjordan on Jan. 25, 2022, 4:03 p.m.
Tagged topics: sector rotation , growth vs value

Views: 263, Votes: 12, Responses: 0, Attachments: 1
CRM , INTU , VEEV , DOCU , SMAR , COUP , PLAN

+44 pts



With appetite for growth stocks returning, Morgan Stanley recommends sticking to SaaS names with 'reasonable buy-side expectations'

By bbern3 on Aug. 19, 2021, 12:32 p.m.
Tagged topics: growth stock , Morgan Stanley , SaaS , investor expectations

Views: 233, Votes: 8, Responses: 0, Attachments: 2
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+42 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: 271, Votes: 5, 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: 223, 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: 179, Votes: 1, Responses: 0, Attachments: 1
TWLO , ESTC , SMAR , MDB , AYX , ASAN , TEAM , BOX , DDOG , FROG , NEWR , NTNX , SNOW , VMW , ZM

+34 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: 254, Votes: 4, Responses: 0, Attachments: 30