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TWLO

+36 pts



$TWLO - Oppenheimer expects aggressive investments will continue to weigh on margins but confident they will pay off

By junkfoodlover on July 30, 2021, 12:57 p.m.
Tagged topics: near term vs long term , earnings results , Oppenheimer , leading in CPaas , aggressive investments

Views: 147, Votes: 3, Responses: 0, Attachments: 2
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+39 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: 172, Votes: 4, Responses: 1, Attachments: 29
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