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AVLR , HUBS , NOW , RNG , ZEN

+32 pts



Morgan Stanley sees budget dollars continuing to flow into software as investors refocus on growth stocks

By rIsILAwr on July 26, 2021, 2:28 p.m.
Tagged topics: analyst checks , growth stock , software , Morgan Stanley , fund flows

Views: 78, Votes: 1, Responses: 0, Attachments: 2
NFLX

+34 pts



$NFLX - bulls see a stronger 2H with accelerating growth, while bears see more multiple compression ahead

By junkfoodlover on July 21, 2021, 11:54 a.m.
Tagged topics: streaming , growth stock , earnings results , JP Morgan , Needham , bull vs bear

Views: 120, Votes: 2, Responses: 0, Attachments: 28
NVDA , GOOGL , AMZN , ADBE , INTU

+33 pts



Nvidia's Stock Up 35% Since Split Announcement, Are Intuit, Alphabet And Amazon Next?

By arstgurujai on July 9, 2021, 10:06 p.m.
Tagged topics: stock moves , growth stock , stock split

Views: 31, Votes: 3, Responses: 0, Attachments: 3
CHWY

+33 pts



$CHWY - Needham says Chewy is well-positioned with a large TAM, but the stock is fully valued (deep dive)

By phenphen on July 8, 2021, 12:52 p.m.
Tagged topics: growth stock , eCommerce , Needham , pet adoption , large TAM , fully valued

Views: 91, Votes: 2, Responses: 0, Attachments: 9
MSFT , ADBE , CRM , INTU , SPLK , ASAN , CRWD , NET , PANW , SAIL , VRNS

+31 pts



Jefferies believes software valuations will be range bound in the near term, with the next leg driven by fundamentals

By bbern3 on July 7, 2021, 5:10 p.m.
Tagged topics: valuations , growth stock , Jefferies , fundamentals

Views: 134, Votes: 1, Responses: 0, Attachments: 14
ADBE

+1 pts





By rogoman on June 19, 2021, 10 a.m.
Tagged topics: growth stock , earnings results , analyst raises target , Goldman Sachs

Views: 3, Votes: 1, Responses: 0, Attachments: 0
ADBE

+34 pts



$ADBE - Goldman sees 'several years of durable double-digit" growth, raises target to $665

By rIsILAwr on June 18, 2021, 4 p.m.
Tagged topics: growth stock , earnings results , analyst raises target , Goldman Sachs

Views: 159, Votes: 2, Responses: 1, Attachments: 6
SNOW

+32 pts



$SNOW - Snowflake is targeting big growth, but questions linger over its TAM and margins

By labjordan on June 11, 2021, 10:33 a.m.
Tagged topics: margins , premium valuation , growth stock , TAM expansion , software , Needham

Views: 113, Votes: 1, Responses: 0, Attachments: 7
HNST

+30 pts



$HNST - Morgan Stanley says Honest Co. is an attractive growth story with exposure to rapidly expanding premium clean natural products category (deep dive)

By josiebe on June 1, 2021, 3:06 p.m.
Tagged topics: retail , growth stock , deep dive , Morgan Stanley , clean natural products

Views: 121, Votes: 1, Responses: 0, Attachments: 37
SNOW

+33 pts



$SNOW - Morgan Stanley impressed by the growth, but says it may be fully priced in

By labjordan on May 27, 2021, 11:37 a.m.
Tagged topics: growth stock , software , Morgan Stanley , cloud , rich valuations

Views: 123, Votes: 2, Responses: 0, Attachments: 9