|Bid||126.95 x 1000|
|Ask||134.84 x 800|
|Day's Range||131.95 - 134.68|
|52 Week Range||77.32 - 134.97|
|Beta (3Y Monthly)||0.79|
|PE Ratio (TTM)||N/A|
|Earnings Date||Apr 30, 2019 - May 6, 2019|
|Forward Dividend & Yield||N/A (N/A)|
|1y Target Est||136.38|
Jim Cramer and Tableau Software President and CEO Adam Selipsky break down the latest steps the software company is taking to make working with data easier.
Imagine the next Warren Buffett (Trades, Portfolio) piling through data sets via a fancy dashboard and that's what the future probably looks like. Warning! GuruFocus has detected 4 Warning Signs with DATA. Tableau has zero competitive advantages, and many very well capitalized legacy software companies with built-in customer bases are already mimicking its feature set, which has set a hard cap on the company's growth potential.
AUSTIN, Texas, March 11, 2019 /PRNewswire/ -- Tableau Foundation and Community Solutions, a national leader in the fight to end homelessness, announced today an investment of $1.3 million in software, services, and financial support to help eliminate veteran and chronic homelessness in 50 communities across the U.S. by 2025. The partnership will help to expand the use of data and analytics in the Community Solutions' highly successful Built for Zero program.
It's been quite a run for business analytics software provider Tableau Software (NYSE:DATA). DATA stock has tripled since early 2017. The momentum behind Tableau stock has been such that it kept gaining toward the end of last year, as other growth stocks generally tumbled.Source: Shutterstock Even with a 5.5% decline on Monday, there's an argument that the momentum should continue. Tableau remains a leader in data visualization. That positions it perfectly to take advantage of the "big data" trend, as I argued in recommending DATA stock back in August.Revenue growth looks like it's decelerating, with the midpoint of 2019 guidance suggesting just an 18% increase this year. But accounting changes are having an impact. So is Tableau's shift toward subscription sales. That shift pushes revenue recognition into future years affecting near-term growth.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 7 Chinese Stocks to Buy for the 2019 Rebound Still, even with underlying growth of 30%+, DATA stock looks dangerous at the moment. Competition remains intense and will only get tougher. Valuation is stretched after the huge gains. Tableau stock might not be a short, and it's possible it can continue to surprise the skeptics. But there's reason to believe that at least in the near-term, DATA may have already peaked. The Case for Tableau StockThe argument for Tableau stock is much like that of other growth stocks in the enterprise software space. The company's data visualization products are something close to revolutionary and hugely valuable tools for enterprises across every industry. With data demands and supply only rising the ability to understand that data becomes more important every year.Tableau appears to be the clear leader in the space. It's outcompeted older firms like IBM (NYSE:IBM) and Oracle (NYSE:ORCL), among many others. Tableau Data Prep has moved the company into the data preparation market, while its Hyper engine further expands the addressable market.It's a classic SaaS growth story, along the lines of Salesforce.com (NYSE:CRM), Splunk (NASDAQ:SPLK), and Workday (NASDAQ:WDAY). DATA stock isn't cheap, admittedly: the high end of 2019 EPS guidance suggests a 68x P/E multiple. But revenue growth should be solid, with annualized recurring revenue (ARR) guided up 35% this year amid the shift to subscription sales.Meanwhile, like other SaaS high-flyers, Tableau is building a base of sticky, long-term customers who will deliver enormous profits down the line. In its Q4 conference call, Tableau announced a long-term target of 25%+ free cash flow margins. It will take years to hit that target, obviously, but in the meantime Tableau will continue gathering more customers, and more revenue, to drive those out-year profits. The Case Against Tableau StockFrom a long-term standpoint, the big risk is that Tableau faces more competition than other high-flying SaaS stocks. Newly public Domo (NASDAQ:DOMO) is much smaller but is driving better revenue growth, suggesting market share gains. Microsoft (NASDAQ:MSFT) and Oracle, among others, are trying to play catch up. Salesforce.com's Einstein Analytics is a clear shot against Tableau's bow.In data preparation, Alteryx (NYSE:AYX) appears to be the leader (despite some recent weakness in AYX stock). Altair Engineering (NASDAQ:ALTR) entered the space by acquiring Datawatch last year.There's enough growth to go around, to a point. But at ~7x 2019 revenue guidance (even backing out net cash), DATA stock isn't priced for any type of slowdown. And it's important to remember that Tableau has stumbled in the past: Tableau stock lost almost half its value in a single session back in 2016 amid slowing growth. Competition worries were a big factor then, too.DATA isn't likely to drop 50% after earnings again. But it's clear that there's little room for error. Again, DATA stock has tripled, and touched an all-time high just a few sessions ago. It doesn't take much to make Tableau stock wobble - if not turn south, even beyond Monday's decline. Will the Market Stay Patient?It's not hard to wonder if SaaS stocks on the whole are ready for a pullback. The initial reaction to Salesforce earnings on Monday suggests valuations may be topping out.Salesforce unsurprisingly beat consensus estimates once again. But it wasn't enough. After falling 3.7% in the regular session, CRM is down another 2.7% after-hours. I wrote last week that the reaction to earnings might signal investors' appetite for further risk in tech. The initial response, plus Monday's broad tech weakness, suggests that valuations might be near a top.That would be a significant problem for DATA stock. 7x revenue isn't a huge multiple: many peers still are trading at 10x sales. But it's big enough, and competition intense enough, that it can come down. With earnings still too low to really support the stock, any sign of a stumble could send investors fleeing.There's still an attractive story underlying Tableau, a key reason I recommended the stock last year. But at these levels, in this market, risks seem to be rising. And there's a very good chance that, at least in the short-term, DATA stock could pull back.As of this writing, Vince Martin has no positions in any securities mentioned. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 Big Data Stocks That Deserve a Closer Look * 7 Best Energy Funds to Outperform the Market * 5 Blue-Chip Stocks Ready to Rise Compare Brokers The post As the Competition Heats Up, Tableau Stock Is a Little Pricey appeared first on InvestorPlace.
Tableau Software, Inc.'s (NYSE:DATA): Tableau Software, Inc., together with its subsidiaries, provides business analytics software products. The US$11b market-cap company announced a latest loss of -US$77.0m on 31 December 2018Read More...
Tableau Software Inc is a software company that enables customers to visualize and analyze data through a single, easy-to-use platform. It offers products including, Tableau Desktop, Tableau Server, Tableau Online, and Tableau Public. Warning! GuruFocus has detected 5 Warning Signs with DATA.
Baltimore-based T. Rowe Price's funds, and the stock market overall, were hit hard by the stock market's dramatic plunge in December.
SEATTLE , Feb. 20, 2019 /PRNewswire/ -- Tableau (NYSE: DATA) today announced that Jay Peir , Executive Vice President of Corporate Development and Strategy, will present at the Morgan Stanley Tech, Media ...
NEW YORK, Feb. 19, 2019 -- In new independent research reports released early this morning, Market Source Research released its latest key findings for all current investors,.
This week, Tableau, a top provider of business intelligence and data visualization software, officially launched Ask Data, a feature that lets users of its software make natural-language data requests (for example, "What were our sales in Italy in January?," or "How much did our inventory grow over the last week?"). The feature, which leverages technology obtained from Tableau's 2017 acquisition of startup ClearGraph, is part of a new release for Tableau's analytics software known as 2019.1. It follows the April 2018 launch of a low-cost Viewer subscription option for Tableau's software that aimed to grow the company's reach with rank-and-file office workers.
He has been with Tableau since the data-visualization software company was still a startup. In 2018, Beers stepped into the role of chief technology officer.
Tableau is now up to $800 million in annual recurring revenue and continues to launch new features and products. Aside from mobile integration, one of the company's more exciting bits includes Ask Data. Now, a user can say something like, "How were my sales last week?" and Tableau can provide a compete simple-to-digest visualized breakdown of everything.
CNBC's Jim Cramer explains why the market may not be able to handle an upcoming surge in IPOs. The "Mad Money" host also sits down with the CEOs of IFF and Tableau Software. In the lightning round, Cramer gives two health-related stocks his diagnosis.
SEATTLE, Feb. 13, 2019 /PRNewswire/ -- Tableau Software (DATA), the leading analytics platform, today announced the general availability of Tableau Prep Conductor, a new product that enables organizations to schedule and manage self-service data preparation at scale. Tableau Prep Conductor is part of a new subscription offering called the Tableau Data Management Add-On. This expansion of the Tableau platform helps customers ensure that governed and timely data is easily available and ready for analysis.
SEATTLE, Feb. 13, 2019 /PRNewswire/ -- Tableau Software (DATA), the leading analytics platform, today announced the general availability of Ask Data, which leverages the power of natural language processing to enable people to ask data questions in plain language and instantly get a visual response right in Tableau. Ask Data is available at no extra charge as part Tableau's newest release, Tableau 2019.1, which also launched today. In the same way Tableau first pioneered drag-and-drop functionality within analytics, Ask Data is the next stage in the evolution of self-service analytics.
Tableau Meets Analysts’ Estimates, Stock Falls(Continued from Prior Part)Tableau bought back $30 million in stock in the fourth quarterTableau Software (DATA) has been buying back more stock, a positive sign. It has bought back $220 million in
Tableau Meets Analysts’ Estimates, Stock Falls(Continued from Prior Part)Tableau’s products have attracted many clientsTableau Software (DATA) has been able to grow over the years thanks to its expanding client portfolio and the higher usage
Tableau Meets Analysts’ Estimates, Stock Falls(Continued from Prior Part)Tableau has expanded into Sweden, the Netherlands, and Hong Kong Over the years, Tableau Software (DATA) has been spreading its wings outside North America, signing deals with
Tableau Software Inc NYSE:DATAView full report here! Summary * ETFs holding this stock have seen outflows over the last one-month * Bearish sentiment is moderate Bearish sentimentShort interest | NeutralShort interest is moderate for DATA with between 5 and 10% of shares outstanding currently on loan. The last change in the short interest score occurred more than 1 month ago and implies that there has been little change in sentiment among investors who seek to profit from falling equity prices. Money flowETF/Index ownership | NegativeETF activity is negative. Over the last one-month, outflows of investor capital in ETFs holding DATA totaled $2.33 billion. Additionally, the rate of outflows appears to be accelerating. Economic sentimentPMI by IHS Markit | NeutralAccording to the latest IHS Markit Purchasing Managers' Index (PMI) data, output in the Technology sector is rising. The rate of growth is weak relative to the trend shown over the past year, however. Credit worthinessCredit default swapCDS data is not available for this security.Please send all inquiries related to the report to firstname.lastname@example.org.Charts and report PDFs will only be available for 30 days after publishing.This document has been produced for information purposes only and is not to be relied upon or as construed as investment advice. To the fullest extent permitted by law, IHS Markit disclaims any responsibility or liability, whether in contract, tort (including, without limitation, negligence), equity or otherwise, for any loss or damage arising from any reliance on or the use of this material in any way. Please view the full legal disclaimer and methodology information on pages 2-3 of the full report.
Tableau Meets Analysts’ Estimates, Stock Falls(Continued from Prior Part)Tableau continues to invest heavily in research and development Tableau Software (DATA) has been making huge research and development investments to launch improved
By transitioning from up-front to ratable licenses, Tableau looks to expand its footprint at larger organizations. Its recently reported fourth quarter suggests the strategy is working.
Tableau Meets Analysts’ Estimates, Stock Falls(Continued from Prior Part)Tableau’s licensing revenue continues to grow steadily Tableau’s (DATA) licensing business primarily comprises sales of perpetual, term, and subscription software