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Entries Tagged as 'NEWR'

New Relic Could Gain A Second Wind

September 9th, 2020 · Comments Off on New Relic Could Gain A Second Wind

The company ran into some execution problems as it focused on the introduction of its New Relic One platform last year. Now that these problems seem behind us and the platform could reignite growth, there are headwinds from the pandemic. While the shares aren’t expensive, technically one might want to wait for a confirmed outbreak, […]

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New Relic Has Powerful Tailwinds

July 20th, 2019 · Comments Off on New Relic Has Powerful Tailwinds

The increasing strategic importance of digitalization is a powerful tailwind for the company. Its SaaS business model enjoys huge gross margins and gives it plenty of opportunities for up-selling. There are some negatives, though, there has been, and will be, significant dilution and we see limited room for valuation multiple expansion. Source: New Relic Has […]

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Sell-Off In New Relic Offers An Opportunity

October 23rd, 2018 · Comments Off on Sell-Off In New Relic Offers An Opportunity

New Relic is the leader in an industry that is still in the very early innings with lots of growth ahead of it. Coming up with new applications broadens its TAM and offers increasing opportunities for up-selling. Unlike many other cloud platforms, financials are already very sound with substantial cash generation and non-GAAP profitability. Source: […]

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New Relic Needs To Cool Off

June 21st, 2018 · Comments Off on New Relic Needs To Cool Off

The shares trade at nearly 7 times their 2022 revenue target. But there are plenty of things going for the company, revenue growth, incredible up-sells, operational leverage, positive cash flows and non-GAAP profitability. How much are investors willing to discount the bright future? Source: New Relic Needs To Cool Off – New Relic (NYSE:NEWR) | […]

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Tags: NEWR