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Stock Analyst Notes (Software - Application )
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Date Analyst Note Full Analyst Report
02-11-16 Strong Q4 for Rovi; Multiple Licensing Deals Spur Stock Rally, but Shares Trading Close to FVE Rovi Corp
02-10-16 Blackbaud Posts Solid Fourth-Quarter Results, Executing Well on Operational Improvements Blackbaud Inc
02-09-16 Sifting Through Software’s Storm, We See Long-Term Opportunities Developing in Wide-Moat Names Adobe Systems Inc
02-05-16 Long-Term Thesis Unchanged Following SAP's Capital Markets Day SAP SE
02-05-16 Long-Term Thesis Unchanged Following SAP's Capital Markets Day SAP SE
02-04-16 Dassault Reports Good Fourth Quarter; New Solutions Resonating Well, Shares Remain Overvalued Dassault Systemes SA
02-04-16 Dassault Reports Good Fourth Quarter; New Solutions Resonating Well, Shares Remain Overvalued Dassault Systemes SA
02-04-16 Good Quarter for Symantec; Silver Lake Takes Strategic Stake; Shares Remain Undervalued Symantec Corp
02-03-16 Autodesk Announces Restructuring; No Change to Fair Value Estimate, Shares Undervalued Autodesk Inc
01-28-16 We Resume Coverage of iSentia Group iSentia Group Ltd
01-28-16 Splunk Under Review Splunk Inc
01-28-16 Fiscal 2016 Remains a Growth Year, Albeit at a Tempered Rate for Synaptics; Shares Undervalued Synaptics Inc
01-28-16 Tableau Under Review Tableau Software Inc
01-27-16 Sage Issues In Line Trading Update; Reiterates Full-Year Outlook, Shares Overvalued Sage Group (The) PLC
01-26-16 We Are Placing iSentia Group Under Review iSentia Group Ltd
01-25-16 We Are Placing Akamai Technologies Under Review Akamai Technologies Inc
01-25-16 Placing Salesforce.com Under Review Salesforce.com Inc
01-25-16 Placing Workday Under Review Workday Inc
01-24-16 We Are Placing Check Point Software Under Review Check Point Software Technologies Ltd
01-24-16 We Are Placing FireEye Under Review FireEye Inc
01-24-16 We Are Placing Fortinet Under Review Fortinet Inc
01-20-16 We Are Placing SAP Under Review SAP SE
01-20-16 We Are Placing SAP Under Review SAP SE
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