Undervalued Software Stock
Added 2021-02-02 12:43:15 +0000 UTCHey 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
2021-02-18 18:19:08 +0000 UTCSeems like a great time to move in on the position now...
Fred Gehrke
2021-02-13 21:57:54 +0000 UTCWow, it crashed big time today
Mr Makuffa
2021-02-12 18:45:19 +0000 UTCRecovered on Tuesday but looks like premarket we are down 6% again... ouch.
Aryn Nakaoka
2021-02-10 14:22:22 +0000 UTCProfit taking?
Aryn Nakaoka
2021-02-06 01:45:38 +0000 UTCDoes the prediction still stand? It dropped massively today
Eisse van Timmeren
2021-02-05 20:39:25 +0000 UTCoops, added a "0" to my buy... hopefully this recovers.
Aryn Nakaoka
2021-02-05 20:09:51 +0000 UTCis 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
2021-02-05 16:54:43 +0000 UTCHey Tom, Thanks for this pick. Can you check out BFT and Paysafe merger pls?
BikeLyfe555
2021-02-03 01:50:03 +0000 UTCI 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
2021-02-02 15:08:44 +0000 UTCInteresting, 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
2021-02-02 12:51:18 +0000 UTCoh my god this is better than mine! hahaha amazing
Generico Fakero
2021-02-02 12:51:14 +0000 UTCI 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
2021-02-02 12:49:42 +0000 UTC