Latest news with #JakeRoberge
Yahoo
12-07-2025
- Business
- Yahoo
Analyst Sees Strong Growth Pipeline for Workday (WDAY) Amid Healthy Enterprise Demand
Workday Inc. (NASDAQ:WDAY) is one of the 11 best debt-free stocks to invest in right now. On June 11, William Blair analyst Jake Roberge reiterated a Buy rating on Workday, reflecting his continued confidence in the company's growth outlook. While no specific price target was provided, the analyst pointed to several drivers behind his positive stance. Roberge believes Workday is well positioned in the current macroeconomic landscape, as interest in AI-driven enterprise tools continues to grow. He pointed to recent product launches such as Recruiter Agent, Extend Pro and Evisort, noting that early signs of adoption suggest growing interest and support the case for near-term uptake and longer-term revenue growth. A financial analyst working at a desk of computer monitors reviewing data. Roberge also pointed to Workday's growing traction in the financial services space, where it is competing against larger legacy providers such as SAP and Oracle. He believes continued momentum here could help the company gradually chip away at market share. He further noted that an uptick in new customer activity and encouraging trends in current remaining performance obligations (cRPO) suggest healthy underlying demand. In his view, these signs indicate that Workday is building a solid pipeline, which should support ongoing business expansion. Workday Inc. (NASDAQ:WDAY) provides cloud-based enterprise software for human capital management (HCM), financial management, and planning applications. While we acknowledge the potential of WDAY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: Harvard University Stock Portfolio: Top 10 Stock Picks and . Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
30-06-2025
- Business
- Yahoo
William Blair Maintained a Buy rating on Jamf Holding (JAMF)
Jamf Holding Corp. (NASDAQ:JAMF) is one of the 10 Best 52-Week Low Tech Stocks To Buy According to Analysts. On June 4, William Blair analyst Jake Roberge maintained a Buy rating on Jamf Holding Corp. (NASDAQ:JAMF) without a price target. The outlook of Jake Roberge is based on the detailed discussions with Jamf Holding Corp. (NASDAQ:JAMF)'s CFO and investor relations, which highlighted promising opportunities in security and mobile device management. The analyst noted that these areas are critical for the company due to the rising demand for robust security solutions. A modern software engineering team, huddled around their desks, discussing a software solution. Roberge views the appointment of David Rudow as Jamf Holding Corp. (NASDAQ:JAMF)'s new CFO positively, considering Rudow's experience in financial leadership and IPO processes. He also finds the company's current valuation to be attractive compared to other SaaS competitors. The analyst noted that the company is expanding its security platform, which is seen as a significant growth driver. The company's security-related annual recurring revenue now comprises about 25% of total ARR and growing faster than overall revenue. Jamf Holding Corp. (NASDAQ:JAMF) is a software company specializing in providing management and security solutions specifically for Apple devices and platforms. While we acknowledge the potential of JAMF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Sign in to access your portfolio
Business Insider
07-05-2025
- Business
- Business Insider
William Blair Sticks to Its Buy Rating for Jamf Holding (JAMF)
In a report released today, Jake Roberge from William Blair maintained a Buy rating on Jamf Holding (JAMF – Research Report). The company's shares closed yesterday at $11.36. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. According to TipRanks, Roberge is an analyst with an average return of -7.4% and a 33.58% success rate. Roberge covers the Technology sector, focusing on stocks such as Workiva, DocuSign, and Adobe. Jamf Holding has an analyst consensus of Moderate Buy, with a price target consensus of $17.78. Based on Jamf Holding's latest earnings release for the quarter ending December 31, the company reported a quarterly revenue of $162.97 million and a GAAP net loss of $16.43 million. In comparison, last year the company earned a revenue of $150.65 million and had a GAAP net loss of $17.41 million Based on the recent corporate insider activity of 46 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of JAMF in relation to earlier this year. Most recently, in March 2025, Michelle Bucaria, the CPO of JAMF sold 12,656.00 shares for a total of $171,362.24.
Yahoo
31-01-2025
- Business
- Yahoo
Dynatrace, Inc. (DT): Accelerating Growth with AI and Logs on Grail
We recently published a list of . In this article, we are going to take a look at where Dynatrace, Inc. (NYSE:DT) stands against other must-see AI news and ratings you might have missed. Northland Securities recently issued a rating for a stock amidst the DeepSeek AI frenzy. The firm noted that it isn't concerned about the AI models just yet and that it doesn't expect big tech giants to cut their capital expenditures when they report their earnings either. In light of this, the CEOs of tech giants such as Meta and Microsoft have recently defended their massive spending, noting how it was crucial to stay competitive in the new field. Investors panicked after news spread over the weekend about a Chinese startup DeepSeek having released AI models that were built using less power and chips. In response, executives of tech giants are saying that building huge computer networks has been crucial to serving growing corporate needs. Even then, investors have been losing their patience with the huge amounts of spending and a dearth of hefty payouts. READ ALSO: and DeepSeek has been causing a stir in the AI world and refuted the gap that previously existed between the AI capabilities in China and the US. After the first Chinese version of ChatGPT was released, there was a lot of disappointment in China considering it was not on par with ChatGPT. However, DeepSeek's AI models have shifted the AI narrative completely. Not only has it sparked a frenzy in the US, but even its domestic competition has been pressurized. This was made evident when Alibaba released a rival to DeepSeek's model on the Lunar New Year. According to the company, the 'Qwen 2.5-Max outperforms … almost across the board GPT-4o, DeepSeek-V3 and Llama-3.1-405B'. Even though DeepSeek's AI models have been impressive, there is still skepticism and confusion regarding the demand for high-end AI chips and the need for power to run AI-centric data centers. 'There's plenty of uncertainty over what the true demand for state-of-the-art chips, semiconductor fabrication plants and energy will be'. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (). A software engineer coding at a computer, surrounded by a cluttered desk of Inc. (NYSE:DT) provides a software intelligence platform for monitoring and optimizing applications, infrastructure, and user experiences. On January 30, William Blair analyst Jake Roberge maintained their bullish stance on the stock, giving a 'Buy' rating. The firm highlighted Dynatrace's (NYSE:DT) impressive third-quarter performance for its optimism, which exceeded market expectations in key areas. The company has also benefitted from its Dynatrace Platform Services (DPS) customers, a major driver of its subscription revenue growth. The company's on-demand consumption trend is expected to continue, offering it a long-term growth opportunity as customers renew at higher tiers. Additionally, the company has made noteworthy advancements in its go-to-market strategy, with enhancements in pipeline development and enterprise deal closures. This is despite challenges in its commercial segment. Growth prospects were further bolstered by factors such as engagement with AI technologies and the rapid adoption of its Logs on Grail product, a log management and analysis feature within the Dynatrace (NYSE:DT) platform. Overall, DT ranks 4th on our list of must-see AI news and ratings you might have missed. While we acknowledge the potential of DT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DT but that trades at less than 5 times its earnings, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap Disclosure: None. This article is originally published at Insider Monkey.
