Bert Hochfeld

Procore's sales force reorganization may cause short-term disruption, but it is expected to drive long-term growth and deeper customer engagement. Read more here.

Pagaya's unique business model and partnerships position it for substantial long-term growth and positive alpha. See why PGY stock is a Buy.

Microsoft is seeing noticeable market share gains, which can be attributed to the totality of its genAI portfolio. Read more about MSFT stock here.

Nutanix is a top contender in the market with strong revenue growth, free cash flow, and a focus on expanding product offerings. Read more on NTNX stock here.

Pure Storage continues to gain market share within its category of all-flash-arrays in enterprise data centers. See why I rate PSTG stock a strong buy.

Zscaler offers attractive long-term growth potential compared to Crowdstrike in the cyber security space, with strong free cash flow margins.

Snowflake's generative AI solutions and competitive positioning make it a recommended investment compared to Palantir in the software industry. Read what investors need to know.

Shopify’s margins are showing strong positive trends. Find out if now is a good time to buy SHOP stock.

Snowflake’s recent earnings report beat expectations, but guidance reflected continued pressures on consumption/revenue growth. Read why SNOW stock is a Buy.

monday.com is gaining share and overcoming strong cyclical headwinds. Its new Monday CRM product is a hit with users. See why we believe MNDY stock is a buy.

Sprout Social recent quarterly report showed an acceleration in percentage growth of ARR. Read why I rate SPT stock a Buy for 2023.

Alteryx Q4 earnings were a significant upside with better than expected results for revenues, ARR and non-GAAP operating profits. Read more here.

Procore’s results last quarter were exceptionally strong but its guidance conservative. Read why I believe PCOR stock will generate significant positive alpha.

Procore’s results last quarter were exceptionally strong but its guidance conservative. Read why I believe PCOR stock will generate significant positive alpha.

Samsara is the leading software vendor in providing solutions to manage physical assets-primarily trucks. Read why I’m bullish on IOT stock.

Bill.com faces significant macro-induced headwinds. Can BILL stock achieve its growth estimates for the coming year? Click here to learn more.

Doximity ranks as one of the most profitable companies in the IT space. See why I believe that DOCS stock is attractively valued at this point.

Global-e is a leader in cross-border, direct to consumer, ecommerce space. Click here to see its growth catalysts and why I think there is upside potential in GLBE.

CrowdStrike shares cratered after the company lowered revenue guidance for this current quarter and for FY 2024. See why CRWD stock is a Buy.

Cloudflare’s quarter, reported last month was judged to be an inadequate beat, and guidance was muted. Time to board the NET train. Click here to learn more.