reports
Anaplan Adjourns Special Meeting of Stockholders to June 21, 2022
SAN FRANCISCO--(BUSINESS WIRE)-- Anaplan, Inc. (“Anaplan” or the “Company”) (NYSE: PLAN), provider of a leading cloud-native platform for orchestrating business performance, today announced that it convened and adjourned, without conducting any other business, the special meeting of Anaplan stockholders scheduled for 8:00 am Pacific Time on June 9, 2022, until 8:00 a.m. Pacific Time on June 21, 2022. As previously announced, Anaplan and Thoma Bravo agreed to amend the terms of the merger agreement for Thoma Bravo, a leading software investment firm, to acquire Anaplan. The adjournment is inte...
Anaplan Announces First Quarter Fiscal Year 2023 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)-- Anaplan, Inc. (NYSE: PLAN), provider of a leading cloud-native platform for orchestrating business performance, today announced financial results for its first quarter ended April 30, 2022. “I am excited by our Q1 performance where we saw new and existing customers turn to Anaplan to solve complex challenges across their enterprise. Our existing customers continue to be focused on their major digital transformation journeys as they leverage Anaplan’s platform with additional use cases,” said Frank Calderoni, chief executive officer of Anaplan. “We remain commi...
ANAPLAN sees a downgrade to Negative on account of less fundamental st...
The independent financial analyst theScreener just lowered the general evaluation of ANAPLAN (US), active in the Computer Services industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Negative. As of the analysis date January 7, 2022, the closing price was USD 44.25 and its target price was...
- Valens Research
PLAN - Embedded Expectations Analysis - 2021 03 02
Anaplan, Inc. (PLAN:USA) currently trades at a premium relative to UAFRS-based (Uniform) assets, with a 16.9x Uniform P/B. At these levels, the market has bullish expectations for the firm, but management may have concerns about their platform enhancements, large deal pipeline, and product capabilities Specifically, maintain subscription revenue growth, improve non-GAAP operating margin, and build a community of world class planning professionals. Furthermore, they may be concerned about new pa...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Examining Prior Extended Periods Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots (e.g., Materials, Energy, small-caps, value), the silver lining continues to be that the latter group is not breaking down on an absolute (price) basis. Due to this fact along with several observations highlighted below, we remain bullish. Continue to buy the dips. • Sector Relative Strength Rankings & Weighting Rec...
SHOP SHOPIFY INC.
VEEV VEEVA SYSTEMS INC CLASS A
NOW SERVICENOW INC.
ZTS ZOETIS INC. CLASS A
UPLD UPLAND SOFTWARE INC.
THC TENET HEALTHCARE CORPORATION
TEAM ATLASSIAN CORP. PLC CLASS A
SGRY SURGERY PARTNERS INC.
SEM SELECT MEDICAL HOLDINGS CORPORATION
QADA QAD CLASS A
PEGA PEGASYSTEMS INC.
MGIC MAGIC SOFTWARE ENTERPRISES LTD.
J JACOBS ENGINEERING GROUP INC.
HSKA HESKA CORPORATION
HCA HCA HEALTHCARE INC
FRPT FRESHPET INC
DG DOLLAR GENERAL CORPORATION
APPF APPFOLIO INC CLASS A
AMSWA AMERICAN SOFTWARE INC. CL A
ALRM ALARM.COM HOLDINGS INC.
CYH COMMUNITY HEALTH SYSTEMS INC.
GDX VANECK VECTORS GOLD MINERS ETF
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SAP... SAP SE
PETQ PETIQ INC. CLASS A
DOMO DOMO INCORPORATED
A2AHFT MARKET VECTORS JUNIOR GOLD MINERS ETF
PLAN ANAPLAN
ALVR ALVARION LTD.
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Still Bullish, But With Reservations And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy has paid off. Primarily responsible for new highs in these indexes is Technology (esp. software and semis/semi suppliers) and FAANG stocks. While these areas all remain bullish, we still have some reservations due to the massive disparity in performance between them and the Materials (XLB, XME) and Energy (RYE) Sectors...
STT STATE STREET CORPORATION
PHM PULTEGROUP INC.
WDAY WORKDAY INC. CLASS A
TOL TOLL BROTHERS INC.
PENN PENN NATIONAL GAMING INC.
NVR NVR INC.
MCRI MONARCH CASINO & RESORT INC.
LEN LENNAR CORPORATION CLASS A
CHDN CHURCHILL DOWNS INCORPORATED
BYD BOYD GAMING CORPORATION
AMT AMERICAN TOWER CORPORATION
AMP AMERIPRISE FINANCIAL INC.
RRR RED ROCK RESORTS INC. CLASS A
ZEN ZENDESK INC.
DHI D.R. HORTON INC.
XLB MATERIALS SELECT SECTOR SPDR FUND
CCI CROWN CASTLE INTERNATIONAL CORP
ERI CAESARS ENTERTAINMENT INC
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
TROW T. ROWE PRICE GROUP
TWLO TWILIO INC. CLASS A
IWM ISHARES RUSSELL 2000 INDEX FUND
SBAC SBA COMMUNICATIONS CORP. CLASS A
OKTA OKTA INC. CLASS A
MDB MONGODB INC. CLASS A
XLF SELECT SECTOR SPDR-FINANCIAL
XLI SELECT SECTOR SPDR-INDUSTRIAL
XME SPDR S&P METALS & MINING ETF
SMAR SMARTSHEET
XRT SPDR S&P RETAIL ETF
KBE SPDR KBW BANK ETF
JNK SPDR BARCLAYS HIGH YIELD BOND ETF
PLAN ANAPLAN
EUFN ISHARES MSCI EUROPE FINANCIALS
RYE INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF
SPNS SAPIENS INTERNATIONAL CORP. N.V.
BX BLACKSTONE GROUP INC.
- Dave Nicoski
- Ross LaDuke
SHOP SHOPIFY INC.
BLK BLACKROCK INC.
NOW SERVICENOW INC.
WDAY WORKDAY INC. CLASS A
TEAM ATLASSIAN CORP. PLC CLASS A
PEGA PEGASYSTEMS INC.
MGIC MAGIC SOFTWARE ENTERPRISES LTD.
HTGC HERCULES CAPITAL INC.
DOX AMDOCS LIMITED
CNS COHEN & STEERS INC.
APPF APPFOLIO INC CLASS A
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC. CLASS A
AMP AMERIPRISE FINANCIAL INC.
AB ALLIANCEBERNSTEIN HOLDING L.P.
TROW T. ROWE PRICE GROUP
HLNE HAMILTON LANE INCORPORATED CLASS A
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SAP... SAP SE
PLAN ANAPLAN
BX BLACKSTONE GROUP INC.
ARES ARES MANAGEMENT CORPORATION
CG THE CARLYLE GROUP
INC.
- Dave Nicoski
- Ross LaDuke
Insights: Bullish Software Stocks
CRM Upgrade Ignites The Software Space Since October we have increasingly warmed up to software stocks. At the time, software had underperformed for three months amid the shift from growth to value. Since October, growth has reasserted itself as leadership, and software is leading the way considering it is basically the definition of “growth.†The recent Salesforce.com (CRM) upgrade to “top pick†by RBC has ignited the software space, with several stocks making significant bullish price...
VRSN VERISIGN INC.
RUBI THE RUBICON PROJECT
RPD RAPID7 INC.
PRO PROS HOLDINGS INC.
CRM SALESFORCE.COM INC.
FIVN FIVE9 INC.
DSG. DESCARTES SYSTEMS GROUP INC.
AZPN ASPEN TECHNOLOGY INC.
TWLO TWILIO INC. CLASS A
COUP COUPA SOFTWARE INC.
SSTI SHOTSPOTTER
AVLR AVALARA INC
PLAN ANAPLAN
SPNS SAPIENS INTERNATIONAL CORP. N.V.
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