VRNS — K. Liu & Company Equity Research — K. Liu & Company LLC

Posts tagged VRNS

K. Liu's Week in Review

Happy Easter! Amid signs that shelter-in-place orders may be flattening the curve of coronavirus infections, stocks rebounded this past week with the software space up double-digits in percentage terms on average.

Software IndustryKevin LiuApril 11, 2020AGYS, ASUR, BLKB, CVLT, EXFO, PCTY, SAP, SOFO, VRNS, WK, WORK, ZS

K. Liu's Week in Review

Earnings, earnings and more earnings largely sums up the week. Within our coverage universe, NetScout Systems (NTCT) posted fiscal Q2 results ahead of expectations and guided Q3 above consensus, sending shares up 10% on the week.

Software IndustryKevin LiuNovember 2, 2019AKAM, APPF, APPN, ATEN, AYX, AZPN, BLKB, CHKP, CVLT, DT, EGHT, EIGI, FEYE, FTNT, INST, KXS-CA, MOBL, MSTR, NTCT, OTEX, PAYC, PCTY, PS, QLYS, QUMU, SHOP, SWI, TENB, TWLO, TWOU, TYL, VIAV, VRNS, ZEN, ZIXI

K. Liu's Week in Review

It was a busy week in software with several tuck-in acquisitions announced, a deluge of earnings to digest, and some notable executive changes. On the M&A front, Avalara (AVLR) acquired Portway International, a provider of Harmonized System classifications and customs brokerage services.

Software IndustryKevin LiuAugust 2, 2019AKAM, APPF, ATEN, AVLR, AYX, BAND, BL, BLKB, CBLK, CDAY, CHKP, EGHT, EIGI, EVBG, FEYE, FIVN, FTNT, GDDY, INST, KXS-CA, LPSN, MSTR, NTCT, OTEX, PAYC, PS, QLYS, QUMU, RDWR, RNG, RP, RPD, SHOP, SWI, TLND, TWLO, TWOU, TYL, VRNS, ZEN, ZIXI