IPO Profiles
Small-Cap Software Stock Poised to Thrive As Standalone Venture in New Security Environment
Cognyte Software (CGNT) a small-cap software stock setting up well in a bull flag under $28 and name spun out of Verint earlier this year that deserves a deeper look as an independent company. The $1.76B company provides security analytics software to governments and...
IPO Profile: An Emerging Financial Services Software Company
Intapp (INTA) a recent IPO that has trended in an orderly pattern since its debut with shares +34.5% and currently forming a nice bull consolidation below the $40 level. Intapp is a leading provider of industry-specific, cloud-based software solutions for the...
Machine Learning Platform Solution to Boost Ecommerce Merchant Sales & Reduce Fraud/Risk Costs
Riskified (RSKD) a recent IPO that has seen a strong start with shares +28%, a $4.7B company based in Israel that is looking to solve online payment fraud via its machine learning platform dedicated to minimizing online payment risk. RSKD will report results next...
Holy Smokes! Traeger has All the Making of a Long-Term Winner in Consumer Goods
Traeger (COOK) came public in July as a well-known high-end brand in consumer goods with some comparisons to YETI and has performed well rising 19% since the IPO and a name worth taking a closer look at the financials and potential with a market cap of just under $3.2B.
High Expectations Face Small-Cap Niche Cloud Database Provider with Massive Opportunity
Couchbase (BASE) a recent IPO that hit new highs week, showing relative strength amid the weaker overall market and worth a deeper look. BASE issued 8.3M shares at $24, above the initial range of $20-$23, and closed near $30 on its debut day. Shares have formed a...
IPO Profile: The Platform Accelerating Global Cross-Border Commerce
Global-E Online (GLBE) will report its first quarterly results since the recent IPO on 8-16 and a name that is +175% YTD, a strong move since coming public. GLBE is a founder-led company with impressive growth and a highly differentiated platforming addressing a major...
IPO Profile: Disrupting the Modern Database with Real-Time Data in Motion Technology
Confluent (CFLT) a recent IPO showing some momentum with shares now +22% over the past week and saw notable trades on 8/9 as 800 December 2022 $45 puts sold to open for $1.1M and 1500 January $45 puts sold to open for $1.2M. CFLT on 8/10 with 1200 August $55 calls...
Upcoming IPO a Smart Play on Clinical Trial Growth, Steady Rise in Pharmaceutical R&D Spending
WCG Clinical (WCGC) set to debut this week issuing 45M shares at $15-$17, raising $765M at a $6.45B valuation. Leonard Green & Partners is a top holder in the firm. WCG provides a vast array of solutions for life sciences companies throughout the entire lifespan...
Popular App with Physicians Looks to Capitalize on Inefficient Communications in Healthcare Field
Doximity (DOCS) a recent IPO that has traded well recently and bullish flows yesterday in the November expiration as shares bounced back above the 8-EMA. DOCS is a so-called ‘healthcare super app’ that connects over 1M US healthcare professionals with member curated...
IPO Profile: Disruptive Enterprise Software Company Pioneering a New Category
Sprinklr (CXM) is a recent IPO that has seen shares consolidate and show some basing price action in the $18/$20 range, a name worth looking at closer. Sprinklr empowers the world’s largest and most loved brands to make their customers happier. It has created a new...