Sprout Social (SPT) reported Q4 results yesterday that surpassed expectations. Revenue was up 32.6% to $37.3 million (beating by $1.4 million) while adjusted EPS of -$0.06 beat by $0.05. Guidance for 2021 looks solid with management calling for 2021 revenue of $172.5 million (up modestly...
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Everbridge (EVBG) reported Q4 results yesterday that exceeded expectations on both the top and bottom lines and have sent shares soaring over 20% to a new all-time high this morning. Part of the reason is that the stock has been consolidating forever and is of...
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Since reporting earnings earlier this week shares of Avalara (AVLR) have retreated modestly, despite a solid quarter. As I’ve flipped through dozens of charts over the last two days I’ve been struck by the diverging performance of earnings winners.
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Avalara (AVLR) reported results after the close yesterday that handily beat expectations on virtually all metrics. Q4 revenue was up 35% to $144.8 million (beating by $11.4 million) while adjusted EPS of $0.09 beat by $0.15. Billings of $167 million were up 38%. Adjusted margin...
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Cerence (CRNC) reported this morning that Q1 revenue was up 22.6% to $95 million (beating by $7.1 million) while adjusted EPS of $0.59 was up 103% (beating by $0.08). There are a lot of initiatives at Cerence and management had a lot to say, I’ll...
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Late yesterday Accolade (ACCD) announced it was diving deeper into the telehealth market by acquiring 2nd.MD, a small start-up based in Houston, TX. The acquisition target provides expert medical consultation services to patients, typically at a critical point in the patients’ lives when a second and/or...
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Karyopharm (KPTI) pre-announced Q4 2020 results yesterday morning and I watched the stock, which was weak (closed down 8%) throughout the day as I pondered the results. I’ll get to my thoughts in a minute. First, the numbers.
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Yesterday after the close Accolade (ACCD) reported Q3 results that surpassed expectations on both the top and bottom lines.
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Tyler updates us on one more stock that reported earnings recently.
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Tyler updates us on one more stock that reported earnings recently.
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Tyler updates us on two more stocks that reported earnings recently.
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We have four earnings reports from last night to get to today (ARNA, APPF, RPAY, SPT). Right now, I’m getting the first two out and will follow up with the other two shortly.
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We are getting closer to clearing two of the biggest hurdles of uncertainty out there. I am, of course, talking about the U.S. presidential election and the Pfizer and BioNTech vaccine news.
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Three of our portfolio stocks report earnings.
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Two of our portfolio stocks report earnings.
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Four of our portfolio stocks report earnings.
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The market has started to look iffy lately and today we’re seeing another wave of selling. The pressure is on the bulls to step up and turn things around. Or, at least stop the bleeding. At the moment there are very few bright but...
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Shares of one of our oldest positions are trading off more than 10% today after Bank of America analysts downgraded the stock to neutral from buy and trimmed their price target to 150 from 162.
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This portfolio stock reported Q3 results this morning before the market opened. As expected, the company delivered outstanding results that surpassed expectations on both the top and bottom lines.
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One of our portfolio stocks moves to Hold
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