coookiess
2021-04-09
Yes cloud stocks are the way forward
Cloud Software Stocks Should Prosper, Says BofA. Here Are Its 6 Favorite Picks.
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":346992060,"tweetId":"346992060","gmtCreate":1617978441150,"gmtModify":1634295403103,"author":{"id":3577431650913561,"idStr":"3577431650913561","authorId":3577431650913561,"authorIdStr":"3577431650913561","name":"coookiess","avatar":"https://static.tigerbbs.com/1c2e55cedbe3c89f024ca3565e9d0c46","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Yes cloud stocks are the way forward</p></body></html>","htmlText":"<html><head></head><body><p>Yes cloud stocks are the way forward</p></body></html>","text":"Yes cloud stocks are the way forward","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/346992060","repostId":1130696404,"repostType":4,"repost":{"id":"1130696404","pubTimestamp":1617972783,"share":"https://www.laohu8.com/m/news/1130696404?lang=&edition=full","pubTime":"2021-04-09 20:53","market":"us","language":"en","title":"Cloud Software Stocks Should Prosper, Says BofA. Here Are Its 6 Favorite Picks.","url":"https://stock-news.laohu8.com/highlight/detail?id=1130696404","media":"Barrons","summary":"Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley S","content":"<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 them.</p>\n<p>Sills, 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).</p>\n<p>In a lengthy research note, Sills lays out what he calls his “4M framework” for evaluating software companies—market opportunity, moat, margin, and management.</p>\n<p>He 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.</p>\n<p>Here’s his basic view on his top picks:</p>\n<ul>\n <li>Coupa, price target $400: Sills writes that the company has “best in class customer economics and early traction in underpenetrated B2B payments.”</li>\n <li>Salesforce, target $275: “A long runway still exists for 17%-plus organic revenue growth, led by front office digital transformation in the enterprise.”</li>\n <li>HubSpot, target $600. Sills sees “sustained 25%-plus long term growth” led by consolidation of the “vast” small and medium business front-office applications market.</li>\n <li>ServiceNow, target $650. Sills sees a “long runway for 25%-plus revenue growth driven by employee workflow automation efforts.”</li>\n <li>Splunk, target $180: Sills sees a “large” opportunity in the growing observability market.</li>\n <li>Workday, target $300: The analyst says the company is “well-positioned” to consolidate the large enterprise back-office applications market with a leading cloud platform.</li>\n</ul>\n<p>Sills 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.”</p>\n<p>All six of Sills’ top picks are trading higher on Thursday.</p>","source":"lsy1601382232898","collect":0,"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 <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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","HUBS":"HubSpot","WDAY":"Workday","COUP":"Coupa Software Inc","SPLK":"Splunk Inc","NOW":"ServiceNow"},"source_url":"https://www.barrons.com/articles/cloud-software-stocks-should-prosper-says-bofa-here-are-its-6-favorite-picks-51617899687?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130696404","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.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/346992060"}
精彩评论