Progress Software Shares Jump, What’s Next?
Despite a lack of organic growth as it operates a mature business, the company has come up with a growth strategy. Growth for shareholders occurs mainly through accretive acquisitions and […]
RingCentral Continues To Exceed Expectations
The unified cloud communications platform is well-established and has ample room left to expand. We’re at a point where operational leverage has kicked in and shifted the company into free […]
8×8 Inc. Has Good Long-Term Potential
The company is shifting its customers to its new X Series platform, which has good potential. However, it had to invest a lot in the platform and botched the mid-market […]
Pareteum Is Firing On All Cylinders
The company experienced an epic rally since December on very high volume, finally rewarding a company transformation. Despite that rally, the shares are still very reasonably priced at 4x sales, […]
Pivotal Offers A Bargain Entry
It’s rare to see a fast-growing PaaS company, especially one that is a market leader selling at under 6x sales. The company is enjoying fast growth, expanding margins and it […]
SHU Portfolio; Smith Micro’s Share Price Revives
Smith Micro share price got a shot in the arm from the Q4CC – investors liked what they heard. Indeed, there was impressive margin expansion to note, and the company […]
SHU Portfolio: BioLife Solutions Marches On
The company produced solid Q4 result and 2019 outlook, without exceeding expectations. The company introduced a second sensible acquisition increasing its wallet space of its customers offering them another product […]
Sea Change At Intelligent Systems
With not one, but several billion dollar customers, this company is really promoting to the big league. To boot, financial performance is already increasing with tremendous operational leverage kicking in, […]
PAR Technology’s Valuation Gap Remains Undiminished
While headline numbers could lead to the conclusion that PAR Technology is moving backwards, the reality underneath the hood is quite different. Brink, the company’s POS cloud system, is growing […]
Nano Dimension Snatches Defeat From The Jaws Of Victory
The company is the market leader in the emerging field of 3D printing of electronics and their sales are growing even more rapidly than we imagined. The company seems to […]