was there something about a one time dividend in april ? is this why ?
I was referring to their institutional holding aside from the secondary offering which hasn't priced yet and they have yet to issue a prospectus for.
not saying that's what will happen but it can and has been done before . Tsla went from $40 to $200
well it depends on your timeframe. It will eventually go beyond $100 but not in a straight line and without any down days. Let's say you get hit over the head and have amnesia for say a year and you forgot you have a trading account for the next year or so , I think your chances of getting there are great. But most likely you'll try to trae it along the way and outsmart the market and jump in and out and so on . I have seen so many times...
ps look at how CYBR is ramping up with hiring in the US alone. I think this year will be huge for them as far as upside surprises in revenue and pps
yes all will do well but since most people can't be in all and if you have to choose just one which will it be ? I chose CYBR
Let's say we take into consideration growth rate for revenue, on that point again I'll go with CYBR simply based on their current revenue of say $100 mill , they'll have a much easier time to double it to $200 mill than FEYE at $450 to double to $900 mill or close to $1 Billion. If anything CYBR can easily exceed expectation and triple revenue to $300 mill . Finally , I don't like the fact that FEYE has so many outstanding shares especially in the float. They have 140 mill shares I believe vs PANW with 70 mill shares and my hands down favorite CYBR with only 12 mill shares. There are a multitude of reasons why to pick CYBR over the rest of them. That's not to say they're bad or won't go higher , just who has a better likelihood to get you the biggest returns, again just my take and opinion.
I think you're trying to make an argument for FEYE based on projected revenue growth, this is why I didn't include that it in mine since it is unpredictable. I's rather compare based on toaday's valuation of market cap & revenue leaving out the projections of growth. based on that you can argue FEYE should be at $7 B right now or $45 . The better one to own is definetely CYBR as they have another 30% to go or $67 target. Just my opinion !
looking at PANW & FEYE vs CYBR just based on revenue and using PANW as the yard stick since they're the head of the pack withh $11 Billion market cap , you can make a strong case that both FEYE & CYBR are undervalued . CYBR should have a market cap of $2 B and FEYE $7 B and CYBR would have another 30% to go or $67 pps . I wouldn't be at all surprised if you see a bunch of upgrades next week with price targets of $65 -$70 just based on the revenue multiple comparison. If you factor in growth rates quarterly/yearly you can argue a much higher pps but I'm keeping it simple with just a pure revenue multiple comparison. So my target before next earnings (3 mos target ) is at the very least in mis $60's .
good point , I think I like CYBR still can easily double revenue , easier to go from $36 to $70 mill in revenue than $143 mill to $300 mill in revenue .
how could you not like CYBR with these numbers , out of the 3 I'll still choose it every time hands down the best investment still
Even if it doubles from here pps $100 means a market cap of $3 B still way under those other 2 money losing companies. This co is still way under the radar