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software: Archive

Daniel Laboe

Bullish Spread Opportunity For Splunk (SPLK) & Its Enormous Upside Potential

Splunk just unveiled a tidal wave of innovative cloud-focused products that should catalyze a profitable rally

MSFTPositive Net Change ADBENegative Net Change SPLKPositive Net Change

Kevin Cook

Bear of the Day: PagerDuty (PD)

Profits may have to wait while this first-responder for enterprise DevOps still grows sales

PDPositive Net Change SHOPPositive Net Change TWLOPositive Net Change ZMPositive Net Change FSLYPositive Net Change

Kevin Cook

Bull of the Day: Fastly (FSLY)

All eyes on Nov 3 report as growth hiccup appears over and big customers stay on board

FSLYPositive Net Change AAPLPositive Net Change PYPLPositive Net Change SHOPPositive Net Change NETPositive Net Change

Daniel Laboe

Take Advantage Of Covered Call Strategy On Market Slide

It's time to start thinking about covered calls with the recent market selloff spiking in implied volatility on options across the equity market, presenting us with a Theta-catching opportunity

SPLKPositive Net Change GOOGLNegative Net Change TWLOPositive Net Change CRWDPositive Net Change

Kevin Cook

Bear of the Day: Okta (OKTA)

Cybersecurity identity specialist may have hit trough EPS as investors focus on sales growth

OKTAPositive Net Change

Kevin Cook

Bull of the Day: Paycom Software (PAYC)

Strong growth, and a Shark Tank investor, send this HCM cloud ninja to $500 and 30X sales

PAYCNegative Net Change PAYXPositive Net Change WDAYPositive Net Change

Kevin Cook

Software Valuations: How to Use the Rule of 40

Investors are learning that paying 20X sales is nothing if the growth numbers are right.

CRMPositive Net Change NVDAPositive Net Change AIPositive Net Change SNOWPositive Net Change SQPositive Net Change

Kevin Cook

Bear of the Day: CyberArk Software (CYBR)

Growth in ARR and new customers couldn't offset profit guidance getting slashed

CYBRPositive Net Change

Kevin Cook

Bear of the Day: Fastly (FSLY)

EPS estimates are imploding faster than the stock, so be careful bottom fishing here

FSLYPositive Net Change

Kevin Cook

Bear of the Day: Twilio (TWLO)

Cloud darling for intelligent corporate comms has a bright future, but a persistent EPS squall

TWLOPositive Net Change AMDPositive Net Change NVDAPositive Net Change SQPositive Net Change