Cloud Software Stocks Should Prosper, Says BofA. Here Are Its 6 Favorite Picks.

Barrons2021-04-09

Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley Sills, who launched coverage on a slew of companies in the group, laying out a bull case for many of ...

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coookiess
2021-04-09
coookiess
Yes cloud stocks are the way forward
- Ichua:
  I agree

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Here Are Its 6 Favorite Picks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/cloud-software-stocks-should-prosper-says-bofa-here-are-its-6-favorite-picks-51617899687?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley Sills, who launched coverage on a slew of companies in the group, laying out a bull case for many of ...</p>\n\n<a href=\"https://www.barrons.com/articles/cloud-software-stocks-should-prosper-says-bofa-here-are-its-6-favorite-picks-51617899687?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CRM","symbol_name":"赛富时","start_time":0,"source_url":"https://www.barrons.com/articles/cloud-software-stocks-should-prosper-says-bofa-here-are-its-6-favorite-picks-51617899687?mod=RTA","article_id":"1130696404","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1130696404","pubTimestamp":1617972783,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley S","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"CRM":"赛富时","HUBS":"HubSpot","COUP":"Coupa Software Inc","WDAY":"Workday","SPLK":"Splunk Inc","NOW":"ServiceNow"},"translate_title":"美国银行表示，云软件股应该会繁荣起来。以下是它最喜欢的6个选择。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COUP":0.9,"CRM":0.9,"HUBS":0.9,"NOW":0.9,"SPLK":0.9,"WDAY":0.9},"content_text":"Cloud-based software stocks got a vote of confidence Thursday from BofA Securities analyst Bradley Sills, who launched coverage on a slew of companies in the group, laying out a bull case for many of them.\nSills, who had previously been covering small- and mid-cap enterprise software stocks, moves up a notch and adds large-cap names to the mix. His top picks include Coupa Software (COUP), Salesforce.com (CRM), HubSpot (HUBS), Splunk (SPLK), ServiceNow (NOW), and Workday (WDAY).\nIn a lengthy research note, Sills lays out what he calls his “4M framework” for evaluating software companies—market opportunity, moat, margin, and management.\nHe asserts that the value of a software company is based on a combination of the size of the addressable market, the defensibility of the company’s competitive position, the company’s customer economics, and the “strength and vision” of management. 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