GBA PRESENTS- the public games

Discussion in 'Stocks' started by stonedinvestor, Jul 22, 2024.

  1. Are You loving it! Up $9

    NYSE-Nasdaq Real Time Price•USD
    Biohaven Ltd.(BHVN)


    52.75+5.12(+10.75%)
    At close: October 7, 4:00 PM EDT
    53.00+0.25(+0.47%)
    Pre-Market: 8:00 AM EDT
     
    #3851     Oct 8, 2024



  2. Dynatrace Inc. (NYSE:DT)
    Market Capitalization as of September 13: $15.12 billion

    Number of Hedge Fund Holders: 49

    Dynatrace Inc. (NYSE-DT) is a global technology company that provides a software observability platform based on AI and automation, helping businesses gain visibility into the performance of their applications and infrastructure, identify and resolve issues quickly, and optimize their IT operations.

    Recent industry-wide outages have impacted billions of end users globally, making observability software mandatory in helping organizations minimize impact. The company’s revenue in FQ1 2025 was $399.22 million, up 19.93% from the same quarter of the prior year. ARR grew 20% year-over-year, while subscription revenue increased 21%. It also added 162 new logos to the Dynatrace platform, up 5% from the year-ago quarter.


    It excels with its observability platform, using the Grail data store for real-time analytics and AI for quick incident resolution. Its recent innovations, like Site Reliability Guardian, enhance customer value.

    The company has supported over 4,000 organizations in their digital transformation efforts. As one of only 8% of public software companies to surpass $1 billion in revenue, it has achieved cumulative revenue exceeding $5 billion and generated over $1 billion in free cash flow in the past 5 years.

    As the observability market expands, driven by cloud migration and AI, the company’s end-to-end platform is becoming increasingly essential for organizations seeking visibility and resilience. With a total addressable market of $50 billion, it is well-positioned to capture growth opportunities and drive significant value.

    ClearBridge SMID Cap Growth Strategy stated the following regarding Dynatrace, Inc. (NYSE-DT) in its first quarter 2024 investor letter:

    “Several of our other IT holdings faced idiosyncratic headwinds during the period, resulting in three of our five worst-performing holdings being from the sector. This included security platform operator Dynatrace, Inc.(NYSE-DT), whose stock price slid despite beating third-quarter earnings estimates as management guided full-year annual recurring revenue lower due to larger and more complex deals taking longer to close.”
     
    #3852     Oct 8, 2024
  3. DDOG

    I'm somewhat reluctant to go back to names that worked in the past-

    However DDOG is catching my eye again.

    The projected annual revenue for Datadog is 3,063MM, an increase of 27.96%. The projected annual non-GAAP EPS is 1.68.//

    on October 1, 2024, DA Davidson upgraded their outlookfor Datadog (NasdaqGS-DDOG) from Neutral to Buy.

    As of September 24, 2024, the average one-year price target for Datadog is $149.51/share. The forecasts range from a low of $116.15 to a high of $241.50. The average price target represents an increase of 31.15% from its latest reported closing price of $114.00

    TODAY-)

    Exane BNP Paribas initiated coverage of Datadog with an Outperform rating and $150 PT


    DDOGDatadog, Inc. 1 month +15%<-------------Up $10 since first recommendation by analyst/

    $124.27 +1.89(+1.54%)12:09 PM 10/08/24
    NASDAQ |$USD |Realtime
     
    #3853     Oct 8, 2024



  4. Part of being a portfolio manager is standing up to your mistakes. Can a 180% gain be a mistake? That's open to question.

    What is not open to question is RCAT seems to have settled in at the $3 level with no problem.

    I saw a blurb this morning about a contact for them and it didn't seem that major at all but look at the response this is either because this contract is for some entirely new drone or more likely the attention is more focus on this unknown stoney drone play than I had realized..

    I considered RCAT for a gummy today.../ But still waiting for that darn LSPD to fire.

    RCAT Red Cat Holdings, Inc.


    $3.55 0.45(+14.52%)12:18 PM 10/08/24
    NASDAQ |$USD |Realtime


    Red Cat gets $1.6M contract for FlightWave Edge 130 Blue
    SA NewsToday, 7:27 AM
     
    #3854     Oct 8, 2024
  5. The bad part about DDOG is A) I should be in cheaper B) the TA picture is of running into resistance.

    The bad part of ILMN is it too is into 1 yr resistance.
     
    #3855     Oct 8, 2024
  6. Even though a stock like BOOT is very pricey it's chart is free and clear.

    BOOT Boot Barn Holdings, Inc. up 19% 1 month.


    $162.97 1.36(+0.84%)12:33 PM 10/08/24
     
    #3856     Oct 8, 2024



  7. I hope this isn't the start of a trend. But BOOT we exited pre maturely. $98----$129 meh....

    I should of IRA's this.

    BOOT Boot Barn Holdings, Inc. GBA IDEA $98-----> $162 :wtf:
    Do you like this kind of out performance? this type of under the covers name.. well do you like Black Country!! Ye Haw!!!


    $162.97 +1.36(+0.84%)12:33 PM 10/08/24

    #gbaisincredible
     
    #3857     Oct 8, 2024
  8. vanzandt

    vanzandt

    roll tide


    PANW up 17%
    TSLA up 19%
    NVDA up 23%
     
    #3858     Oct 8, 2024
  9. vanzandt

    vanzandt

    Blah blah blah.

    I thought you were starting a new thread. Jeez Stoney, you can't keep reaching back in an effort to stay relevant.

    So is this a buy? I said short it at $166
     
    #3859     Oct 8, 2024
  10. UP 9% 1 month/

    S SentinelOne, Inc.


    $24.41 +1.19(+5.12%)12:46 PM 10/08/24
    NYSE |$USD |Realtime
     
    #3860     Oct 8, 2024