Obsidian Financial provides market and equity insight through technical and fundamental analysis. Tweets only reflect our opinions, they are not advice.
Joined August 2017
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We are lowering our PT on $CUDA to $26 from $28 a share. This is mostly due to the faster than expected slowdown in their appliance business
We are initiating coverage on $VDSI with a $9.50 PT. This is mostly due to their high ERP due to the geographic location of their revenues.
We are lowering our $ORCL price target to $50 a share from $53 a share. This is due to our expectations of slower than expected cloud growth
We are increasing our price target on $PANW to $144 following their most recent quarter.
We are initiating coverage on $CSCO with a $38 PT. We view their transition towards services a positive driver for their business.
We do not think that this recent lawsuit warrants investor panic and it could be a buying opportunity in $VRX We are reiterating a $30 PT.
We are initiating coverage on $PCTY with a $46 PT. We expect they will have strong 20+ percent revenue growth for the next few years.
We are initiating coverage on $CRM with a $97 PT. We think that they will continue to grow, but much of that growth is already priced in.
We are initiating coverage on $QLYS with a $37 PT. This represents about 19% downside from its current price.
We are initiating coverage on $CHKP with a $125 PT. We think they will continue growing due to their increasing deferred revenue (Y/Y).
We are initiating coverage on $ALXN with a $180 PT. We feel that this is a conservative target and think that a case can be made for $200+.