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For Salesforce, The Sum Is Worth More Than The Parts
Friday, May 19, 2017 - 10:52am | 473Read More...Commenting on salesforce.com, inc. (NYSE: CRM)'s first-quarter results, BTIG said the sum is worth more than the parts for the company. Clear Line To $20 Billion Revenues Analysts Joel Fishbein, Edward Parker and Abhinav Kapur noted that the company continues to deliver on its broadening platform...
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'Getting Comfortable' With The Tableau Software Story
Thursday, May 4, 2017 - 1:18pm | 383Read More...Following the release of first-quarter results by Tableau Software Inc (NYSE: DATA), BTIG said it is getting comfortable with the story. As investors gain more comfort with bookings quality, the firm thinks the multiple will expand, as in the case of other subscription transition stories in...
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HubSpot Shares Win A New Bull, BTIG
Friday, March 31, 2017 - 8:23am | 437Read More...BTIG’s Abhinav Kapur believes HubSpot Inc (NYSE: HUBS) “is at a crossroads as it integrates its freemium CRM and Sales products with its “traditional-lite” approach.” The analyst upgraded the rating on the company from Neutral to Buy, with a price target of $73. The...
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Expectations Rising As Investors Start To Appreciate Shopify's True Potential
Tuesday, March 21, 2017 - 12:21pm | 379Read More...Shopify Inc (US) (NYSE: SHOP), the Canadian-based company that is quietly powering the e-commerce revolution, has seen its stock gain more than 60 percent since the start of 2017, but analysts at BTIG see further gains ahead. In a research report on Tuesday, BTIG's Abhinav Kapur maintains a Buy...
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RGM Capital Raises Stake In Bazaarvoice; What's Next?
Tuesday, March 14, 2017 - 8:22am | 305Read More...RGM Capital’s 13D filing indicated it now has a 9 percent stake in Bazaarvoice Inc (NASDAQ: BV). The filing stated RGM Capital has initiated talks with management and the Board regarding “strategic and operating margin enhancing opportunities” and that it may “engage with...
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Shopify Remains The Best Way To Play Secular Trends Shaping Digital Commerce
Thursday, February 16, 2017 - 11:45am | 347Read More...BTIG affirmed its Buy rating on Shopify Inc (NYSE: SHOP) saying the software maker’s full-year revenue outlook could be conservative as the growth story remains very much intact. Print Gist Shopify Q4 EPS $0.00 versus $(0.02) estimate. Revenue of $130.4 million versus $121.6 million estimate...
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From Goods To Services: Who Will Be Left In The Dark?
Thursday, November 17, 2016 - 2:57pm | 422Read More...In a note released on Wednesday, BTIG analyzed the impact of technology, data and millennials on the digital e-commerce space. The firm noted that static marketing formulas of awareness, consideration and conversion is giving way to the customer journey through digital and physical touch points...
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Adobe's Upside Is Already Priced In; BTIG Initiates At Neutral
Thursday, November 17, 2016 - 9:16am | 295Read More...Although Adobe Systems Incorporated (NASDAQ: ADBE) seems to be well-positioned to benefit from the ongoing shift from product-focused to experience-focused marketing and commerce, the company is still highly dependent on one offering, BTIG’s Abhinav Kapur said in a report. He initiated...
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BTIG: Buy Barracuda, It's Turning Around
Friday, March 18, 2016 - 10:12am | 290Read More...Barracuda Networks Inc (NYSE: CUDA) has received a vote of confidence from BTIG analysts Joel Fishbein, Edward Parker and Abhinav Kapur. Citing an "accelerated shift in the SMB market towards virtual/public cloud deployments," the analysts are upgrading Barracuda to Buy with an attached price...
