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TechStock Radar
E-mail: Rob@techstockprospector.com
Technorati
July 2019
Archives
 
Tuesday, July 16, 2019, 2:45 PM — by Rob DeFrancesco, TechStock Radar
July 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 July 2019 issue:

*Consolidation in cybersecurity

*Palo Alto Networks buys Twistlock

*FireEye makes a strategic purchase

*3 potential takeover targets in security

*CrowdStrike brings AI to endpoint protection

*Alteryx gains ground in analytics

*Slack on track for solid growth

*Facebook debuts Libra


*Coupa Software makes platform enhancements

*A look at the Salesforce acquisition of Tableau 

*New Relic debuts a new platform

*Pluralsight gains traction at larger accounts

*ServiceNow remains on a solid growth track

*Why some smart investors like Veeva Systems

*Marvell Technology prepares for the 5G ramp

*Deal Report: Medallia IPO

 
Monday, July 15, 2019, 3:26 PM — by Rob DeFrancesco, TechStock Radar
Macquarie Sets Anaplan Target at $65

Macquarie starts Anaplan (PLAN, $57.95) at ‘Outperform’ with a price target of $65, saying the company has an ample runway for growth in the $60-billion total addressable market for spreadsheet-based planning. 


Anaplan shares today hit a new post-IPO high at $58.21.

 
Friday, July 12, 2019, 4:02 PM — by Rob DeFrancesco, TechStock Radar
Stephens sets Zoom Video PT at $115

Stephens starts Zoom Video (ZM, $93.30) at ‘Overweight’ with a price target of $115 based on its view that the company’s modern approach to video is driving a fundamental change in the user consumption model. 


The firm believes Zoom Video has a long growth runway for a number of reasons—including continued market share gains, new product launches, growing penetration and international expansion.


Zoom Video shares hit a post-IPO high of $107.34 on June 20.

 
Tuesday, July 9, 2019, 12:05 PM — by Rob DeFrancesco, TechStock Radar
OpCo Cautious on Slack Valuation

Oppenheimer believes much of the upside is already baked into the shares of Slack (WORK, $35.08) at current levels. The firm starts coverage at ‘Perform’ based on valuation. 


OpCo acknowledges Slack’s differentiated platform, expectations for share gains/TAM expansion across the enterprise collaboration market and strong land-and-expand execution that combines viral, self-service user expansion with a successful top-down enterprise sales motion. 

 
Monday, July 1, 2019, 3:45 PM — by Rob DeFrancesco, TechStock Radar
Goldman Gets Bullish on Anaplan

Goldman Sachs upgrades Anaplan (PLAN, $50.24) to ‘Buy’ and lifts its price target to $62 from $48, calling the company the leading enterprise planning platform vendor. 


Deal sizes are getting larger and expansions are taking place at a faster pace because of sales productivity improvements, says the firm. 


Earlier today, Anaplan shares jumped to a new post-IPO high of $53.18.

   
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