Breaking Growth Short Candidates: Repligen, Snap, Dynatrace, Intuitive Surgical
Breaking Growth stocks combine declining fundamentals with a multiple compression. This week we flag: Repligen, Snap, Dynatrace, Intuitive Surgical
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1QFY23 Revenue Growth Accelerated As Cloud-Driven Transformation Goes Well
Cloud ARR growth has accelerated, and we expect Splunk shares may outperform Nasdaq Composite and publicly listed peers in 2022
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Gitlab 4Q22 Earnings: Impressive
Gitlab's 4Q22 earnings were impressive. Despite still in heavy loss mode, its best in class NRR and an accelerating adoption of higher priced tiers...
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Zoominfo Technologies IPO Valuation Analysis
In this insight, we provide a valuation analysis of Zoominfo Technologies (ZI US), which is a U.S. based company which operates a cloud market...
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Bill.com Holdings IPO Valuation Analysis
Our base case valuation of Bill.com is market cap of $1.76 billion or $24.80 per share, which would represent a 38% upside from the high end of the...
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