Release from yesterday - Alteryx (AYX) Remains at Centre of Takeover Talk: Betaville
R
Take over talks: Tableau, Episode 1 ; Alteryx Episode 2 until 126.
M
From one perspective, you look at the stock and say it's going down, something must be wrong. From another, since the IPO a few years back around $15, you say wow it's gone up 465% to $70 since then, something must be right? So which perspective do you enjoy? The reality is many companies experience employee turnover and management change, and many companies after their IPO go down for years. But what has exactly happened? What's the right perspective? GL
R
Now I would say the stock is undervalued.
M
Any news on this slide?
s
One of the few reasonably priced cloud growth stocks on the market. Under 10 p/s
j
All the comments in this board reflect a short term view or trading. This was was underperforming, brought in the ex Palo alto networks PRESIDENT, as CEO and are executing a turnaround tied to sales approach and business model change. It is a great turnaround story and will be a great long term investment. Doubt they will sell but never know. You don’t leave Palo alto to fail or sell in 6 months.
p
Alteryx job USA on Linked 7000 - last month 650 new impressive
A
Will touch 85 soon good news coming ..load up its a take over very good price
M
Cloud Designer coming out.
C
Microsoft should buy it out. Companies dont like being so reliant on Alteryx but would be much more comfortable to leave it in MS software
J
This is not a loved stock, but things revert to their means, and this is prolifically over sold. Expect a slow crawl back to 90 as others realize this and the company performs as expected
l
At this stage, the key question is whether the management can be trusted regarding their statement about ARR - if the answer is yes, then a revenue surge should be expected in the coming quarters given how revenue has been lagging ARR in the past year. I think the management is believable given their high profile institutional investors base.
w
I sold my shares today. If it drops back down into the '60s, I'll buy it again but this is going to be a real long-term stock I think. I've never seen a stock get so little love as this one. Even when they have a fantastic quarter, not last quarter, but in the past, this thing would get dragged down. This is really just a day trader stock right now
M
Oops if you don't buy!
M
Does anyone with far more technical knowledge than me have an opinion as to the company's products vs. CRM? Are they complementary or competitive? This industry seems set to consolidate eventually. Is AYX predator or prey?
M
Could someone with far more tech knowledge than me explain why Tableau was bought out for more than 3X Alteryx current market cap? 15.7 billion dollars?
M
AYX competitors like MongoDB (ticker: MDB) up 25% today because YOY revenues were up 40%+. AYX continuing to lose market share...so BUY, BUY, BUY according to the perma bulls here
https://finance.yahoo.com/news/alteryx-announces-acquisition-hyper-anna-130000068.html
Anyone see the terms of the deal?