Latest ideas and analyses related to software

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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
MSFT , CRM , SPLK , ADBE , WDAY , NOW

+1 pts





By rogoman on June 11, 2021, 1:59 p.m.
Tagged topics: valuations , sector rotation , strong fundamentals , software , Goldman Sachs , strong demand , buy the dip , rising bond yields , pre COVID

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: 113, Votes: 2, Responses: 1, Attachments: 29
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: 85, Votes: 1, Responses: 0, Attachments: 7
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: 107, Votes: 2, Responses: 0, Attachments: 12
COUP

+5 pts





By rogoman on June 9, 2021, 3:32 a.m.
Tagged topics: earnings results , software , analyst lowers estimates , Morgan Stanley , analyst lowers target

Views: 1, Votes: 1, Responses: 0, Attachments: 0
COUP

+34 pts



$COUP - Morgan Stanley (bull) trims target to $381 after disappointing organic growth and lowered gross margin estimates

By ethonomics on June 8, 2021, 12:54 p.m.
Tagged topics: earnings results , software , analyst lowers estimates , Morgan Stanley , analyst lowers target

Views: 101, Votes: 2, Responses: 1, Attachments: 8
CRWD

+31 pts



$CRWD - Jefferies sees Q1 ARR growth beating expectations, raises target to $255, says scarcity supports stock's premium valuation

By realjoe on June 2, 2021, 1:20 p.m.
Tagged topics: premium valuation , software , earnings preview , analyst raises target , Jefferies

Views: 104, Votes: 1, Responses: 0, Attachments: 6
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: 113, Votes: 2, Responses: 0, Attachments: 9
CRM

+32 pts



$CRM - Morgan Stanley upgrades to Overweight, says Salesforce is about to get its mojo back

By junkfoodlover on May 19, 2021, 12:37 p.m.
Tagged topics: valuations , margin improvement , digital transformation , software , analyst upgrade , Morgan Stanley

Views: 126, Votes: 1, Responses: 0, Attachments: 16