Cloudflare Could See a Boost in Government Business
Cloudflare (NET) just got on the government’s FedRAMP marketplace. But now NET is very expensive, and sells for 60x revenue.
Cloudflare (NET) just got on the government’s FedRAMP marketplace. But now NET is very expensive, and sells for 60x revenue.
Roku (ROKU) has beaten the street in a big way the past 3 qtrs. The company is expected to report earnings tomorrow.
Square (SQ) Has two catalysts in its Cash App and the ability to trade Bitcoins on the app. BTC was 70% or revenue last qtr.
Last qtr, Farfech (FTCH) sold 6% more high-end clothing on its company websites, and 50% more goods over all outlets.
PayPal (PYPL) is launching a new digital wallet that will be a game changer. Imagine getting 1% back on PayPal/Venmo purchases.
RH (RH) strives to become a premier luxury brands. It’s stock is already better than Amazon, Google, Facebook, LVMH and Hermes.
Palo Alto Networks (PANW) is a well-rounded cybersecurity company that secures networks and information on the cloud.
Zoom’s merging with Five9, which makes customer service software. That’s good for HubSpot (HUBS) because it sets a “multiple”.
MercadoLibre (MELI) is growing very rapidly, but has missed earnings estimates the past two qtrs, with losses each time.
2020 was fantastic for Etsy (ETSY). But now, 2021 profit growth will be tough to come by. After that, profits are looking good.
Alibaba (BABA) broke technical support at $200 last week, after analysts lowered profit estimates across the board.
Wingstop (WING) is selling a lot more food these days, especially via digital orders. But high wing prices could cut profits.