|
Feb 18
|
|
$44.68
$44.68
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PEGA
Fund Bets Big on Ad-Tech Turnaround Story, Wi...
|
|
Feb 18
|
|
$44.68
$44.68
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PEGA
Fund Exits $40.9 Million Position in FROG, Ac...
|
|
Feb 17
|
|
$44.50
$44.68
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - PEGA
Pega to Present at Upcoming Investor Conferen...
|
|
Feb 17
|
|
$44.50
$44.68
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - PEGA
Virginia Ruling Lifts $2b Overhang As Pegasys...
|
|
Feb 17
|
|
$44.50
$44.68
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - PEGA
5 Must-Read Analyst Questions From Pegasystem...
|
|
Feb 14
|
|
$43.85
$44.68
+1.9%
|
LONG
|
Finnhub News
|
Chime's stock is down from its IPO, but strong revenue growth and a new investment suggest a positive outlook. |
Finnhub - PEGA
Chime Is Down 27% From Its IPO Price, Yet Pos...
|
|
Feb 14
|
|
$43.85
$44.68
+1.9%
|
LONG
|
Finnhub News
|
Solaris stock has doubled in the past year, and a fund is investing heavily, anticipating further growth. |
Finnhub - PEGA
Solaris Stock Is Up 100% This Past Year, and ...
|
|
Feb 14
|
|
$43.85
$44.68
+1.9%
|
LONG
|
Finnhub News
|
Boot Barn has seen significant stock growth and strong sales, making it an interesting prospect despite a recent stake reduction. |
Finnhub - PEGA
Stock Up 40% in a Year, $706 Million in Quart...
|
|
Feb 13
|
|
$43.85
$44.68
+1.9%
|
LONG
|
Finnhub News
|
Pegasystems shares are experiencing a significant increase in value today. |
Finnhub - PEGA
Why Are Pegasystems (PEGA) Shares Soaring Tod...
|
|
Feb 13
|
|
$43.85
$44.68
+1.9%
|
LONG
|
Dmitry Solodin
Trader / Investor
|
CRM (Salesforce) is down ~50% and PEGA (Pegasystems) is trading at attractive valuations despite 300% EPS growth (for PEGA). Solodin notes these are top-tier "System of Record" companies. The market fears AI will replace these tools, but large enterprises (e.g., GM, AIG) cannot easily switch away from Salesforce due to decades of data integration, staff training, and embedded workflows. These companies possess the proprietary data required to train effective enterprise AI models, giving them a "Data Moat" startups cannot match. LONG. These are "sticky" businesses with growing cash flows trading at discount valuations. Continued compression of valuation multiples if AI fears persist longer than expected. |
Dmitry Solodin
Почему упали ИНФОТЕХИ и стоит ли их ПОКУПАТЬ?...
|