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Tom Nash
Tom Nash

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Undervalued Software Stock

Hey everyone, 


I want you to take a look at TUFN - Tufin Software Technologies Ltd. They got a mid size to small market cap with 650 million USD and a share price of $17.96 as of February 2, 2021. I think that this company is on its way to $23 range within the next 180 days, which is a nice 27% gain. The company is transitioning from software licensing to a software as service model and is expected to increase its profitability quite soon. I like it for the next 6 months and mainly I like the great 80% margins, though its operational profits are not good at all. With the transition to SaaS it will improve and the share price should reflect that. 


Heads up. 

Tom


Comments

The price is 11,84$ should we start to worry?

Marcin Dziku

Seems like a great time to move in on the position now...

Fred Gehrke

Wow, it crashed big time today

Mr Makuffa

Recovered on Tuesday but looks like premarket we are down 6% again... ouch.

Aryn Nakaoka

Profit taking?

Aryn Nakaoka

Does the prediction still stand? It dropped massively today

Eisse van Timmeren

oops, added a "0" to my buy... hopefully this recovers.

Aryn Nakaoka

is this one over tom https://baxterreport.com/2021/02/04/why-has-tufin-software-technologies-ltd-nysetufn-declined-7-80-from-its-52-week-high/

Rbix10

Hey Tom, Thanks for this pick. Can you check out BFT and Paysafe merger pls?

BikeLyfe555

I think that Tufin can be a thing. They do offer state of the art IT orchestration tools. In Saas, everything is about market penetration. I must say they have a solid customer base. I will consider adding them before the FY earnings on 12th...

Peter Krivansky

Interesting, would love to know about the product value in a deeper level. Any recommendations on where to look and how their products work?

Elias Bitar

oh my god this is better than mine! hahaha amazing

Generico Fakero

I added it here https://docs.google.com/spreadsheets/d/1jjeBYMG2kT-iOZ7jt6aqk8u2TjXb10oHywfP9VFqOac/edit?usp=sharing Tom, I feel like a stalker :) Let me know if you want me to stop posting this.

Manolis Karamousadakis


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