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Obsidian Financial
40 posts
Obsidian Financial
@ObsidianFinance
Obsidian Financial provides market and equity insight through technical and fundamental analysis. Tweets only reflect our opinions, they are not advice.
Katılım Ağustos 2017
425 Takip Edilen43 Takipçiler
We are lowering our PT on $CUDA to $26 from $28 a share. This is mostly due to the faster than expected slowdown in their appliance business
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We are initiating coverage on $VDSI with a $9.50 PT. This is mostly due to their high ERP due to the geographic location of their revenues.
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We are lowering our $ORCL price target to $50 a share from $53 a share. This is due to our expectations of slower than expected cloud growth
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We are initiating coverage on $REGN with a $650 price target.
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We are initiating coverage on $CUDA with a $28 price target.
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We are increasing our price target on $PANW to $144 following their most recent quarter.
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We are initiating coverage on $FTNT with a $50 price target.
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@JSynCere_ PT means price target. It is based on our assessment of the underlying business value.
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We are initiating coverage on $CSCO with a $38 PT. We view their transition towards services a positive driver for their business.
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@GeorgeJTudor However it is our opinion that this company is worth $30 a share, and we think it will approach that number in the next 12 months.
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@GeorgeJTudor For legal reasons we can't give you specific advice. We would recommend talking to your financial advisor.
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We do not think that this recent lawsuit warrants investor panic and it could be a buying opportunity in $VRX We are reiterating a $30 PT.
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We are initiating coverage on $PCTY with a $46 PT. We expect they will have strong 20+ percent revenue growth for the next few years.
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We are initiating coverage on $CRM with a $97 PT. We think that they will continue to grow, but much of that growth is already priced in.
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