Cloud Software Stocks Should Prosper, Says BofA. Here Are Its 6 Favorite Picks.

Barrons2021-04-09

Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley Sills, who launched coverage on a slew of companies in the group, laying out a bull case for many of ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

coookiess
2021-04-09
coookiess
Yes cloud stocks are the way forward
- Ichua:
  I agree

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1130696404?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-04-09 20:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1130696404","market":"us","top_or_hot":-1,"title":"Cloud Software Stocks Should Prosper, Says BofA. Here Are Its 6 Favorite Picks.","media":"Barrons","content":"<div>\n<p>Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley Sills, who launched coverage on a slew of companies in the group, laying out a bull case for many of ...</p>\n\n<a href=\"https://www.barrons.com/articles/cloud-software-stocks-should-prosper-says-bofa-here-are-its-6-favorite-picks-51617899687?mod=RTA\">网页链接</a>\n\n</div>\n","source":"lsy1601382232898","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cloud Software Stocks Should Prosper, Says BofA. Here Are Its 6 Favorite Picks.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCloud Software Stocks Should Prosper, Says BofA. Here Are Its 6 Favorite Picks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/cloud-software-stocks-should-prosper-says-bofa-here-are-its-6-favorite-picks-51617899687?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley Sills, who launched coverage on a slew of companies in the group, laying out a bull case for many of ...</p>\n\n<a href=\"https://www.barrons.com/articles/cloud-software-stocks-should-prosper-says-bofa-here-are-its-6-favorite-picks-51617899687?mod=RTA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"WDAY","symbol_name":"Workday","start_time":0,"source_url":"https://www.barrons.com/articles/cloud-software-stocks-should-prosper-says-bofa-here-are-its-6-favorite-picks-51617899687?mod=RTA","article_id":"1130696404","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1130696404","pubTimestamp":1617972783,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley S","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"WDAY":"Workday","NOW":"ServiceNow","HUBS":"HubSpot","SPLK":"Splunk Inc","CRM":"赛富时","COUP":"Coupa Software Inc"},"translate_title":"美国银行表示，云软件股应该会繁荣起来。以下是它最喜欢的6个选择。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COUP":0.9,"CRM":0.9,"HUBS":0.9,"NOW":0.9,"SPLK":0.9,"WDAY":0.9},"content_text":"Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley Sills, who launched coverage on a slew of companies in the group, laying out a bull case for many of them.\nSills, who had previously been covering small- and mid-cap enterprise software stocks, moves up a notch and adds large-cap names to the mix. His top picks include Coupa Software (COUP), Salesforce.com (CRM), HubSpot (HUBS), Splunk (SPLK), ServiceNow (NOW), and Workday (WDAY).\nIn a lengthy research note, Sills lays out what he calls his “4M framework” for evaluating software companies—market opportunity, moat, margin, and management.\nHe asserts that the value of a software company is based on a combination of the size of the addressable market, the defensibility of the company’s competitive position, the company’s customer economics, and the “strength and vision” of management. He sees the overall software addressable market as $957 billion in 2020, or about 1% of worldwide gross domestic product.\nHere’s his basic view on his top picks:\n\nCoupa, price target $400: Sills writes that the company has “best in class customer economics and early traction in underpenetrated B2B payments.”\nSalesforce, target $275: “A long runway still exists for 17%-plus organic revenue growth, led by front office digital transformation in the enterprise.”\nHubSpot, target $600. Sills sees “sustained 25%-plus long term growth” led by consolidation of the “vast” small and medium business front-office applications market.\nServiceNow, target $650. Sills sees a “long runway for 25%-plus revenue growth driven by employee workflow automation efforts.”\nSplunk, target $180: Sills sees a “large” opportunity in the growing observability market.\nWorkday, target $300: The analyst says the company is “well-positioned” to consolidate the large enterprise back-office applications market with a leading cloud platform.\n\nSills also has Buy ratings on Adobe(ADBE),DocuSign(DOCU),Intuit(INTU),Microsoft(MSFT), and Veeva Systems(VEEV). He has Neutral ratings on Oracle(ORCL) and VMware(VMW), and he rates Shopify (SHOP) as Underperform, citing “lackluster customer economics.”\nAll six of Sills’ top picks are trading higher on Thursday.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":346992060,"gmtCreate":1617978441150,"gmtModify":1634295403103,"author":{"id":"3577431650913561","authorId":"3577431650913561","name":"coookiess","avatar":"https://static.tigerbbs.com/1c2e55cedbe3c89f024ca3565e9d0c46","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3577431650913561","authorIdStr":"3577431650913561"},"htmlText":"Yes cloud stocks are the way forward","listText":"Yes cloud stocks are the way forward","text":"Yes cloud stocks are the way forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346992060","repostId":1130696404,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4001125,"gmtCreate":1618024668042,"gmtModify":1635741278914,"authorId":3554848762875033,"author":{"id":3554848762875033,"idStr":"3554848762875033","authorId":3554848762875033,"name":"Ichua","avatar":"https://static.tigerbbs.com/175ebc8e659de3f491645e9236066d54","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":346992060,"type":1,"supId":0,"prevId":0,"content":"I agree","text":"I agree","html":"I agree"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":20,"commentSize":1,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1130696404"}