Accenture (ACN) Demand is Strong for its Consulting & Outsourcing
Accenture (ACN) is still seeing strong billings growth (22% last qtr) even though the economy weak. But profit estimates look poor,
Accenture (ACN) is still seeing strong billings growth (22% last qtr) even though the economy weak. But profit estimates look poor,
Lots of retail stores that sell clothing are in a deep recession. Not lululemon (LULU), which just grew profits 33% last quarter.
At around $250 a share, RH (RH) is expected to earn $20 to $27 in profits annually, making it one of the stock market’s best values.
Five Below (FIVE) is dealing with customers having less extra money than last year. But it looks like the stock’s already bottomed.
Palo Alto Networks (PANW) is rolling right now, with more than 1200 customers paying $1 million-plus per year for cybersecurity.
This Bear Market has given investors lots of stocks that are values. Broadcom (AVGO) seems to be one of the best deals out there.
Autodesk (ADSK) continues to see robust demand for its architecture software. We think the stock is a 20% grower long-term.
The Trade Desk (TTD) recentlysigned a partnership with Walt Disney and will look to put programmatic ads on DIsney’s channels.
Datacenter and autonomous vehicle computing are the new leading segments for NVIDIA (NVDA), while the gaming division sags.
EPAM SYstems (EPAM), a tech consultant for big companies, had lots of employees in Ukraine/Russia. Still, business is booming.
Paycom Software (PAYC) management thinks Beti is the future of Human Resources as employees can manage their own payroll.
Arista Networks (ANET) isn’t seeing a recession for its cloud networking equipment. In fact, sales and profit growth are accelerating.