- Solid growth stock with a leading market position and solid finances.
- Shift towards SaaS subscriptions has a long way to go, improving margins and cash flow.
- Recovery in integrated solutions has added fuel, but that has largely played out and could potentially be derailed by a resurgence in the pandemic.
- We bought at much lower levels (under $9) last year but added to our position this month on the sell-off post-earnings, which seems a little overdone.
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