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Credit Suisse dove headfirst into the software sector, Tuesday, as analyst Phil Winslow initiated or assumed coverage on 22 software companies, including giants such as $微软 (MSFT.US)$, $甲骨文 (ORCL.US)$ and $Adobe (ADBE.US)$.
Winslow started his new coverage by referring to Marc Andreessen's 2011 statement in which he said, "Software is eating the world," by saying that now, "Software is life."
"Much of the debate about the software industry, publicly traded or privately held, is still around valuation, as opposed to the long-duration value creation potential of the best companies," Winslow said.
Winslow started his coverage of $甲骨文 (ORCL.US)$, $ServiceNow (NOW.US)$, $Workday (WDAY.US)$, Splunk (ORCL), $威睿 (VMW.US)$, $Zscaler (ZS.US)$, $Snowflake (SNOW.US)$ , $欧特克 (ADSK.US)$ , $UiPath (PATH.US)$ , $MongoDB (MDB.US)$ and $Confluent (CFLT.US)$ with outperform ratings, and also assumed coverage of $微软 (MSFT.US)$ , $赛富时 (CRM.US)$ and $Palo Alto Networks (PANW.US)$ and their outperform ratings.
Winslow set neutral ratings on $Adobe (ADBE.US)$ , $Workday (WDAY.US)$ , $Zendesk (ZEN.US)$ , $Palantir (PLTR.US)$ , $Cloudflare (NET.US)$ and $Zeta Global (ZETA.US)$ , and started coverage of $Check Point软件 (CHKP.US)$ and $天睿公司 (TDC.US)$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk (SPLK.US)$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.
Winslow started his new coverage by referring to Marc Andreessen's 2011 statement in which he said, "Software is eating the world," by saying that now, "Software is life."
"Much of the debate about the software industry, publicly traded or privately held, is still around valuation, as opposed to the long-duration value creation potential of the best companies," Winslow said.
Winslow started his coverage of $甲骨文 (ORCL.US)$, $ServiceNow (NOW.US)$, $Workday (WDAY.US)$, Splunk (ORCL), $威睿 (VMW.US)$, $Zscaler (ZS.US)$, $Snowflake (SNOW.US)$ , $欧特克 (ADSK.US)$ , $UiPath (PATH.US)$ , $MongoDB (MDB.US)$ and $Confluent (CFLT.US)$ with outperform ratings, and also assumed coverage of $微软 (MSFT.US)$ , $赛富时 (CRM.US)$ and $Palo Alto Networks (PANW.US)$ and their outperform ratings.
Winslow set neutral ratings on $Adobe (ADBE.US)$ , $Workday (WDAY.US)$ , $Zendesk (ZEN.US)$ , $Palantir (PLTR.US)$ , $Cloudflare (NET.US)$ and $Zeta Global (ZETA.US)$ , and started coverage of $Check Point软件 (CHKP.US)$ and $天睿公司 (TDC.US)$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk (SPLK.US)$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.
![Credit Suisse jumps into software with coverage of 22 companies](https://ussnsimg.moomoo.com/2295365726019066353.jpg/thumb)
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$Moderna (MRNA.US)$ 股票 上涨了 7.8% 星期四,是 虚拟研发日,从美国东部时间上午8点开始。它计划宣布开发一种候选疫苗,该疫苗可以防止 新冠肺炎 还有 流感,将被称为 mrna-1073.
在2020年9月的最后一个虚拟研发日时,Moderna是一家截然不同的公司。当时仍是一家处于临床阶段的公司,Moderna没有经过授权或批准的产品。几个月后,当美国食品药品监督管理局批准了Moderna的Covid-19疫苗时,情况发生了变化,预计该疫苗将引入 201 亿美元 仅在今年的收入方面。
它的股价已经上涨了 300% 今年。
仅举一提,另一家疫苗制造商 $诺瓦瓦克斯医药 (NVAX.US)$ 还启动了一项早期研究,以测试其组合物 流感 和 新冠肺炎 疫苗。但是, 其股价上没有出现同样的情况。有点棘手。
来源: Moderna股价上涨,因为它刚刚推出了针对Covid和流感的二合一疫苗
在2020年9月的最后一个虚拟研发日时,Moderna是一家截然不同的公司。当时仍是一家处于临床阶段的公司,Moderna没有经过授权或批准的产品。几个月后,当美国食品药品监督管理局批准了Moderna的Covid-19疫苗时,情况发生了变化,预计该疫苗将引入 201 亿美元 仅在今年的收入方面。
它的股价已经上涨了 300% 今年。
仅举一提,另一家疫苗制造商 $诺瓦瓦克斯医药 (NVAX.US)$ 还启动了一项早期研究,以测试其组合物 流感 和 新冠肺炎 疫苗。但是, 其股价上没有出现同样的情况。有点棘手。
来源: Moderna股价上涨,因为它刚刚推出了针对Covid和流感的二合一疫苗
已翻译
![每日民意调查:1+1= Stonk?在推出新疫苗后,Moderna股价上涨了7%。](https://ussnsimg.moomoo.com/1631244967561-77777000-android-org.gif/thumb)
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