$ウォークミー(WKME.US)$ WalkMe appears to be grappling with significant internal challenges, particularly in their hiring practices. There’s talk circulating that they are rehiring former employees who were previously let go for underperformance and even took legal action against the company. This decision is stirring concern among observers, as it raises questions about the company’s hiring strategy and decision-making process. It’s crucial for WalkMe to address these issues pr...
Analysts express high confidence in WalkMe's growth rate and its path to profitability. The company's lack of debt reduces the risk around investing in this loss-making company.
Despite mixed Q3 results, sales and marketing software stocks have held their ground, with share prices up 15.9% on average. AppLovin beat analyst estimates, while Yext had the weakest performance and full-year guidance update.
Analysts hold an optimistic outlook on WalkMe's finances due to reduced cash burn and revenue growth. They believe the company is capable of breaking even soon. Its cash burn relative to its market cap suggests ease in raising capital for growth. Overall, the company seems well-capitalized without immediate cash burn concerns.
JPMORGAN ·$パッカー(PCAR.US)$JPMorgan analyst Tami Zakaria sees an opportunity to own shares of Paccar following a survey of truck dealers to gauge sentiment and the current outlook for 2023. The survey supports management's view of an extended truck cycle as demand is outpacing supply with a near-record backlog and a 10%-15% older fleet versus the last couple of years, Zakaria tells investors in a research note. In the near-term, trucking de...
Upgrades •$マルケタ(MQ.US)$: Morgan Stanley Upgrades to Overweight from Equalweight - PT $15 •$ノースウェスト・ナチュラル・ホールディング(NWN.US)$: BofA Securities Upgrades to Neutral from Underperform - PT $53 (from $51) •$オーチス・ワールドワイド(OTIS.US)$: Barclays Upgrades to Overweight from Equalweight - PT $82 (from $80) •$スノーフレーク(SNOW.US)$: Rosenblatt Upgrades to Buy from Neutral - PT $255 (from $325) Downgrades •$イートン(ETN.US)$: Barclays Downgrades to Underweight from Eq...
$ウォークミー(WKME.US)$WalkMe is one of the high-tech world’s unicorn companies. WalkMe is currently valued at $1.8 billion, and holds a niche in the SaaS segment. The company offers a code-free digital adoption platform (DAP) that provides users with in-software instructions for web, mobile, desktop apps – in effect, WalkMe’s product walks the user through the app. The company boasts that it improves sales and conversion rates, reduces the costs of support centers, and improves the end user’s experience and productivity. WalkMe was launched back in 2012, but went public earlier this year, taking advantage of the summer’s bull market, The company put 9.25 million shares on the market, and raised $287 million
ウォークミーに関するコメント
Internal Challenges??
WalkMe appears to be grappling with significant internal challenges, particularly in their hiring practices.
There’s talk circulating that they are rehiring former employees who were previously let go for underperformance and even took legal action against the company.
This decision is stirring concern among observers, as it raises questions about the company’s hiring strategy and decision-making process.
It’s crucial for WalkMe to address these issues pr...
コラムAnalysts' screen on COUP, AAPL, GTLB, BYND and more
·$パッカー(PCAR.US)$ JPMorgan analyst Tami Zakaria sees an opportunity to own shares of Paccar following a survey of truck dealers to gauge sentiment and the current outlook for 2023. The survey supports management's view of an extended truck cycle as demand is outpacing supply with a near-record backlog and a 10%-15% older fleet versus the last couple of years, Zakaria tells investors in a research note. In the near-term, trucking de...
コラムTop upgrades and downgrades on 5/24
• $マルケタ(MQ.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $15
• $ノースウェスト・ナチュラル・ホールディング(NWN.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $53 (from $51)
• $オーチス・ワールドワイド(OTIS.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $82 (from $80)
• $スノーフレーク(SNOW.US)$ : Rosenblatt Upgrades to Buy from Neutral - PT $255 (from $325)
Downgrades
• $イートン(ETN.US)$ : Barclays Downgrades to Underweight from Eq...
コラムTop upgrades and downgrades on 4/27
• $Ares Capital Corp(ARCC.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $22
• $エイブリィ・デニソン(AVY.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $195
• $エイブリィ・デニソン(AVY.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $195 (from $215)
• $ブルックフィールド・アセット・マネジメントLTD(BAM.US)$ : Credit Suisse Upgrades to Outperform from Neutral - PT $71.50 (from $68)
• $エコラボ(ECL.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $1...
Hold on everyone, they're finally going back up. I'm in too deep, gotta keep them!!!
WalkMe (WKME)
WalkMe was launched back in 2012, but went public earlier this year, taking advantage of the summer’s bull market, The company put 9.25 million shares on the market, and raised $287 million
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