Application Software
26 companies under coverage.
Application Software
Applovin Corp (APP)
BUY. 12-month probability-weighted target $482 (+54% vs spot). P/E Multiple explains 91% of Monte Carlo outcome variance.
Fair Isaac Corporation (FICO)
BUY. 12-month probability-weighted target $1155 (+24% vs spot). P/E Multiple explains 89% of Monte Carlo outcome variance.
Cadence Design Systems Inc (CDNS)
BUY. 12-month probability-weighted target $379 (+33% vs spot). P/E Multiple explains 87% of Monte Carlo outcome variance.
Synopsys Inc (SNPS)
HOLD. 12-month probability-weighted target $451 (+15% vs spot). P/E Multiple explains 82% of Monte Carlo outcome variance.
Pegasystems Inc (PEGA)
SELL. 12-month probability-weighted target $32 (-12% vs spot). P/E Multiple explains 80% of Monte Carlo outcome variance.
Autodesk Inc (ADSK)
SELL. 12-month probability-weighted target $195 (-8% vs spot). P/E Multiple explains 91% of Monte Carlo outcome variance.
Bentley Systems Inc (BSY)
HOLD. 12-month probability-weighted target $33 (+0% vs spot). P/E Multiple explains 79% of Monte Carlo outcome variance.
Dolby Laboratories (DLB)
SELL. 12-month probability-weighted target $52 (-17% vs spot). P/E Multiple explains 86% of Monte Carlo outcome variance.
Adobe Systems Incorporated (ADBE)
SELL. 12-month probability-weighted target $202 (-21% vs spot). P/E Multiple explains 89% of Monte Carlo outcome variance.
Guidewire Software Inc (GWRE)
HOLD. 12-month probability-weighted target $150 (+0% vs spot). P/E Multiple explains 76% of Monte Carlo outcome variance.
Dynatrace Holdings LLC (DT)
SELL. 12-month probability-weighted target $45 (-10% vs spot). P/E Multiple explains 80% of Monte Carlo outcome variance.
Intuit Inc (INTU)
SELL. 12-month probability-weighted target $252 (-21% vs spot). P/E Multiple explains 84% of Monte Carlo outcome variance.
Bill Com Holdings Inc (BILL)
HOLD. 12-month probability-weighted target $44 (-7% vs spot). P/E Multiple explains 73% of Monte Carlo outcome variance.
DocuSign Inc (DOCU)
SELL. 12-month probability-weighted target $54 (-17% vs spot). P/E Multiple explains 78% of Monte Carlo outcome variance.
PTC Inc (PTC)
SELL. 12-month probability-weighted target $117 (-12% vs spot). P/E Multiple explains 83% of Monte Carlo outcome variance.
Oracle Corporation (ORCL)
HOLD. 12-month probability-weighted target $148 (-9% vs spot). P/E Multiple explains 83% of Monte Carlo outcome variance.
Trimble Inc (TRMB)
SELL. 12-month probability-weighted target $49 (-17% vs spot). P/E Multiple explains 73% of Monte Carlo outcome variance.
Datadog Inc (DDOG)
HOLD. 12-month probability-weighted target $240 (+14% vs spot). P/E Multiple explains 77% of Monte Carlo outcome variance.
Tyler Technologies Inc (TYL)
SELL. 12-month probability-weighted target $279 (-20% vs spot). P/E Multiple explains 72% of Monte Carlo outcome variance.
Dropbox Inc (DBX)
SELL. 12-month probability-weighted target $30 (-12% vs spot). P/E Multiple explains 79% of Monte Carlo outcome variance.
Okta Inc (OKTA)
SELL. 12-month probability-weighted target $148 (-12% vs spot). P/E Multiple explains 73% of Monte Carlo outcome variance.
Manhattan Associates Inc (MANH)
SELL. 12-month probability-weighted target $167 (-20% vs spot). P/E Multiple explains 79% of Monte Carlo outcome variance.
Palantir Technologies (PLTR)
SELL. 12-month probability-weighted target $139 (-18% vs spot). P/E Multiple explains 90% of Monte Carlo outcome variance.
Workday Inc (WDAY)
SELL. 12-month probability-weighted target $119 (-36% vs spot). P/E Multiple explains 77% of Monte Carlo outcome variance.
Salesforce.com Inc (CRM)
SELL. 12-month probability-weighted target $157 (-37% vs spot). P/E Multiple explains 77% of Monte Carlo outcome variance.
Appfolio Inc (APPF)
SELL. 12-month probability-weighted target $77 (-63% vs spot). Gross Margin explains 58% of Monte Carlo outcome variance.