NOW US - Accumulate $80-$110; STP <$80; PT $147. Growth Sound, Margins Good Enough.
Revenue growth solid, costless growth as promised by the CEO - not yet in evidence.
Technology - Software
RBRK US - Do Nothing - Buy If >$83, STP If <$65. Fundamentals Weakening.
Stock drifting, fundamentals weakening, we rate at Do Nothing. Stock up and over the 21-day EMA would cause us to turn bullish.
CrowdStrike (CRWD) Q1 FY1/27 Earnings Review
Thunderbolt not included.
Palo Alto Networks (PANW) Q3 FY7/26 Earnings Review
Platformizing is a thing.
Adobe Is Dead (*)
(*) Maybe
Zscaler (ZS) Q3 FY7/26 Earnings Review
Sunny optimism, meet grounded reality.
Oracle Q4 FY5/26 Earnings Review
The Larry vs. Credit Analysts, Who Will Win?
Salesforce $CRM Q1 FY1/27 Earnings Review (The Cestrian Circle Newsletter - NO PAYWALL)
We Move To “Accumulate” Rating On $CRM
Amplitude Q1 FY12/26 Earnings Review
Coiled?
Figma Q1 FY12/26 Earnings Review (The Cestrian Circle Newsletter) - NO PAYWALL
The World’s Worst IPO. Can It Pick Up?