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Date Analyst Note Full Analyst Report
02-27-15 Autodesk's Subscription Shift Gathers Steam; FX Headwinds Coming; Shares Slightly Overvalued Autodesk Inc
02-27-15 Splunk Posts Strong 4Q Results; Raising Our Fair Value Estimate to $63 Splunk Inc
02-26-15 Good Fourth Quarter for Ansys; FX Headwinds to be Meaningful in 2015; Shares Slightly Overvalued Ansys Inc
02-26-15 Salesforce Continues to Benefit From Secular Demand for Cloud Applications Salesforce.com Inc
02-25-15 IRESS's Divisions Continue to Pull in Opposite Directions IRESS Ltd
02-20-15 Rovi Reports Solid 4Q; Remains in Unique Position, Though Shares Fairly Valued Rovi Corp
02-19-15 Intuit Reports Good 2Q; Cloud Shift Progressing Beyond Expectations, We Raise Our Fair Value Intuit Inc
02-18-15 Upselling and Asian Expansion Drive iSentia's Stellar Interim Performance iSentia Group Ltd
02-11-15 Lack of Visibility Into Akamai's Long-Term Opportunity Creates Risk, Despite Strong 4Q Akamai Technologies Inc
02-11-15 Blackbaud Delivers on 2014 Goals and Is Making Solid Progress on Key Medium-Term Priorities Blackbaud Inc
02-09-15 Storm Clouds Don't Dampen Reckon's Full-Year Result; No Change to Fair Value Estimate Reckon Ltd
02-06-15 Symantec Reports Good 3Q, Revises Full-Year Outlook; Shares Fairly Valued Symantec Corp
02-05-15 Good 4Q Revenue Growth for Dassault; Healthy Outlook for Coming Year; Shares Slightly Overvalued Dassault Systemes SA
02-05-15 Good 4Q Revenue Growth for Dassault; Healthy Outlook for Coming Year; Shares Slightly Overvalued Dassault Systemes SA
02-05-15 Tableau's 4Q Shows Gains in Enterprise; Raising Fair Value Estimate to $81 Tableau Software Inc
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