GBA Presents: House of Gummy-!

Discussion in 'Stocks' started by stonedinvestor, May 13, 2023.

  1. Arnie

    Arnie

    I use Finviz
     
    #17721     May 16, 2024
  2. I think this is a much better idea than PANW-

    DT- More AI focused / easier to buy (cheaper) coming off a bottom with room to run.


    GBA Upgrade->DT Dynatrace, Inc.

    $49.15 +1.40 (+2.93%)
     
    #17722     May 16, 2024


  3. Orange or Grape?
     
    #17723     May 16, 2024
  4. GreatCamel

    GreatCamel

    Thank you Arnie.
     
    #17724     May 16, 2024
  5. There is insider selling at DT which obviously i don't like.-

    Dynatrace (NYSE:DT) was in focus on Thursday after the cloud software firm reported fourth-quarter results that investment firm Baird deemed "solid." The longer-term prospects of the company may be more appealing, however.

    Shares rose 2.8% in mid-day trading.

    "We believe security, logs and AI all present growing long-term opportunities," Baird analyst William Power wrote in an investor note. Power reiterated his Outperform rating on Dynatrace, but lowered his price target to $62 from $65 after the release.

    Looking further out, Power said he believes in Dynatrace's ability to attract new customers, citing its recent go-to-market changes, including a greater focus on partners and direct sales. That's helped the company's security and log segments, which are now both expected to generate $100M in annual recurring revenue by fiscal 2026, Power said.

    And while there is still a "challenging" macro environment,<-- (visa vi PSNW) Dynatrace is likely to be able to navigate some of the headwinds as it looks to go after "bigger, more complex deals," Power said.

    "DPS pricing makes it easier to try new products without up-front commitments, which we think should benefit DT and customers over time," Power wrote.
     
    #17725     May 16, 2024
    GreatCamel likes this.
  6. I haven't tried Finviz but I had an old school Fanta orange yesterday and it was good. It's low carbonation like always
     
    #17726     May 16, 2024
    Arnie and GreatCamel like this.
  7. I get the impression Stoney is easily distracted like me.
     
    #17727     May 16, 2024
    stonedinvestor likes this.
  8. Ted-

    This looks like fun too and you don't have to nail the landing!
     
    #17728     May 16, 2024
    TrailerParkTed likes this.
  9. #17729     May 16, 2024
    TrailerParkTed likes this.
  10. Stoney do you like CRBG? I keep scaling up, my original basis is low $20s.
     
    #17730     May 16, 2024