Company Notes

February 3, 2021

Model update

By Vasily Karasyov

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January 30, 2021

Here is why our Street-high estimates are very doable, raising PT to $44; BUY

By Vasily Karasyov

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January 24, 2021

Model update

By Vasily Karasyov

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January 20, 2021

Incorporating FY21 guidance and Q4 FY20 results

By Vasily Karasyov

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January 16, 2021

CEO & CFO Virtual NDR on February 12th

By Vasily Karasyov

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January 15, 2021

Consensus estimates look impossible even under a best case scenario

By Vasily Karasyov

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January 9, 2021

Market share gains accelerating; a positive catalyst ahead, reiterate Buy

By Vasily Karasyov

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December 22, 2020

A virtual Non-Deal Roadshow with the CFO on January 12th

By Vasily Karasyov

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December 22, 2020

A virtual Non-Deal Roadshow with the CFO on January 12th

By Vasily Karasyov

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December 9, 2020

Share gains not well understood; estimates look low; BUY; price target $24

By Vasily Karasyov

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November 14, 2020

An important hurdle cleared; reiterate Buy, $61 price target

By Vasily Karasyov

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November 13, 2020

FIRST LOOK

By Vasily Karasyov

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November 12, 2020

Adjusting estimates

By Vasily Karasyov

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November 10, 2020

Back to waiting for a bull case; maintain Neutral

By Vasily Karasyov

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November 9, 2020

Updating estimates

By Vasily Karasyov

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