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TechStock Radar
October 2019
Thursday, October 17, 2019, 5:10 PM — by Rob DeFrancesco, TechStock Radar
October Issue of TSP Available on Kindle

Download the new issue of Tech-Stock Prospector to your Kindle or Kindle reading app for iOS (iPad & iPhone) and Android. 

Order the latest issue of TSP here.

Here are some of the topics covered in the October 2019 issue:

*Momentum stocks take a breather

*Shopify shakes up e-commerce

*Okta remains on a solid growth path

*HubSpot shares go on sale

*Splunk debuts new pricing options

*Slack shares try to stabilize

*APM Battle: Datadog versus Dynatrace 

*New growth drivers at Alphabet

*Twilio integrates SendGrid acquisition

*Zscaler builds its sales leadership team

*Why some smart investors like SailPoint

*Improving demand at NVIDIA

*Apple to benefit from upcoming 5G cycle

*Deal Report: RingCentral partners with Avaya

Thursday, October 10, 2019, 4:33 PM — by Rob DeFrancesco, TechStock Radar
Needham Remains Positive on Uber

Needham trims its Uber (UBER, $28.87) price target by $2 to $50, but maintains its ‘Buy’ rating, saying the bear case is getting thin with the valuation already attractive. The firm believes Uber is heading toward bookings re-acceleration in 2020.

Wednesday, October 2, 2019, 4:51 PM — by Rob DeFrancesco, TechStock Radar
SunTrust Favors NVIDIA Over Xilinx

SunTrust prefers market leader NVIDIA (NVDA, $173.04) over Xilinx (XLNX, $92.45) in the compute arena for server acceleration. The firm trims its Xilinx price target to $105 from $127, saying it prefers a more opportune entry point during this “downturn part” of the cycle. SunTrust still believes Xilinx is well positioned to deliver high returns and profitable growth over time.

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