Terry Tillman with SunTrust RobinsonHumphrey today initiated coverage on 13 different cloud software companies, assigning ten of them a Buy rating, including Salesforce.com (CRM), arguing you should look for “category killers,” whose business is “positioned to become verbs in their markets.”
Tillman argues cloud software in general provides “attractive exposure to high growth opportunities” and that “20%-plus growth” in revenue can keep up for a while for these names, on average.
The other nine Buys are Blackline (BL), Everbridge (EVBG), RingCentral (RNG), HubSpot (HUBS), Instructure (INST), Q2 Holdings (QTWO), Ultimate Software (ULTI), Upland Software (UPLD), and Workiva (WK); Tillman’s three Hold-rated names are Manhattan Associates (MANH), Paylocity (PCTY), and Shopify (SHOP).
But where are the SaaS integrators?
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