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2021-12-27

CrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says<blockquote>Wolfe 表示，CrowdStrike、Informatica、Salesforce 是 2022 年的热门软件选择</blockquote>

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We think that’s such an important focus going forward because it’s not just about growth anymore.\"<blockquote>Wolfe Research 分析师亚历克斯·祖金 (Alex Zukin) 本周在接受 CNBC 采访时表示：“我们认为这些名字有望有意义地卷土重来，并且在我们的价格目标中具有最大涨幅的名字实际上是网络安全名字。”“我们所有的首选都有非常强劲的现金流倍数和自由现金流状况。我们认为这是未来非常重要的关注点，因为这不再仅仅是增长的问题”。</blockquote> Software names are poised to be rebound in 2022 as investors move away from growth and focus on margins and efficiency, Zukin said. About 41% of investors see the software sector as more attractive going into 2022 relative to 2021, according a survey of more than 120 institutional investors that Wolfe conducted.<blockquote>Zukin 表示，随着投资者远离增长并关注利润率和效率，软件名称有望在 2022 年反弹。根据 Wolfe 对 120 多家机构投资者进行的调查，约 41% 的投资者认为 2022 年软件行业比 2021 年更具吸引力。</blockquote> \"We're still very positive on the sector, but we think things are changing in 2022,\" Zukin said. \"We think investors are going from focusing on just growth to really focusing on are these good businesses, is there cash flow, is there efficiency.\"<blockquote>“我们对该行业仍然非常乐观，但我们认为 2022 年情况将会发生变化，”祖金说。“我们认为投资者正在从只关注增长转向真正关注这些业务是否好，是否有现金流，是否有效率。”</blockquote> Salesforce is poised for a comeback in 2022 due its leadership steam, its $27.7B acquisition of Slack and it's renewed focus on margins, according to Zukin. He also expects that the company could make its largest acquisition ever and purchase Okta Inc. (NASDAQ:OKTA) for about $50B.<blockquote>Zukin 表示，由于其领导地位、以 27.7 亿美元收购 Slack 以及重新关注利润率，Salesforce 有望在 2022 年卷土重来。他还预计该公司可能会进行有史以来最大的收购，以约 50B 美元收购 Okta Inc.（纳斯达克股票代码：OKTA）。</blockquote> \"We don' think they are going to stop doing deals,\" Zukin said. \"Whether it's next year, whether its two years from now. Similar to what Microsoft, you’ve seen them focus on with security, we think Salesforce is not going to be far behind. We talk about Okta as a really strategic and transformational acquisition. It will be the largest one they’ve ever done.\"<blockquote>“我们认为他们不会停止交易，”祖金说。“无论是明年，还是两年后。与微软对安全的关注类似，我们认为 Salesforce 也不会落后太多。我们认为 Okta 是一次真正具有战略意义和变革性的收购。这将是他们有史以来最大的一次收购”。</blockquote> And don't miss, Cybersecurity companies to see \"massive strength\" in 2022 according to Wedbush.<blockquote>不要错过，根据韦德布什的说法，网络安全公司将在2022年看到“巨大的实力”。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says<blockquote>Wolfe 表示，CrowdStrike、Informatica、Salesforce 是 2022 年的热门软件选择</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says<blockquote>Wolfe 表示，CrowdStrike、Informatica、Salesforce 是 2022 年的热门软件选择</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nSeeking Alpha2021-12-27 09:44\n\n</h4>\n</header>\n<article>\n<a href=\"https://laohu8.com/S/CRWD\">CrowdStrike </a>, <a href=\"https://laohu8.com/S/INFA\">Informatica </a>, <a href=\"https://laohu8.com/S/KNBE\">KnowBe4 </a>, <a href=\"https://laohu8.com/S/ZI\">Zoominfo Technologies </a>, and <a href=\"https://laohu8.com/S/CRM\">Salesforce </a> are Wolfe Research's top software picks for 2022.<blockquote><a href=\"https://laohu8.com/S/CRWD\">人群罢工</a>,<a href=\"https://laohu8.com/S/INFA\">信息学</a>,<a href=\"https://laohu8.com/S/KNBE\">知道4</a>,<a href=\"https://laohu8.com/S/ZI\">Zoominfo技术</a>，和<a href=\"https://laohu8.com/S/CRM\">销售力量</a>是Wolfe Research 2022年的首选软件。</blockquote> \"These names we think are poised for a meaningful comeback and have some of the largest upsides we have in our price targets are actually cybersecurity names,\" Wolfe Research analyst Alex Zukin said in a CNBC interview this week. \"All of our top picks have really strong cash flow multiples, free cash flow profiles. We think that’s such an important focus going forward because it’s not just about growth anymore.\"<blockquote>Wolfe Research 分析师亚历克斯·祖金 (Alex Zukin) 本周在接受 CNBC 采访时表示：“我们认为这些名字有望有意义地卷土重来，并且在我们的价格目标中具有最大涨幅的名字实际上是网络安全名字。”“我们所有的首选都有非常强劲的现金流倍数和自由现金流状况。我们认为这是未来非常重要的关注点，因为这不再仅仅是增长的问题”。</blockquote> Software names are poised to be rebound in 2022 as investors move away from growth and focus on margins and efficiency, Zukin said. About 41% of investors see the software sector as more attractive going into 2022 relative to 2021, according a survey of more than 120 institutional investors that Wolfe conducted.<blockquote>Zukin 表示，随着投资者远离增长并关注利润率和效率，软件名称有望在 2022 年反弹。根据 Wolfe 对 120 多家机构投资者进行的调查，约 41% 的投资者认为 2022 年软件行业比 2021 年更具吸引力。</blockquote> \"We're still very positive on the sector, but we think things are changing in 2022,\" Zukin said. \"We think investors are going from focusing on just growth to really focusing on are these good businesses, is there cash flow, is there efficiency.\"<blockquote>“我们对该行业仍然非常乐观，但我们认为 2022 年情况将会发生变化，”祖金说。“我们认为投资者正在从只关注增长转向真正关注这些业务是否好，是否有现金流，是否有效率。”</blockquote> Salesforce is poised for a comeback in 2022 due its leadership steam, its $27.7B acquisition of Slack and it's renewed focus on margins, according to Zukin. He also expects that the company could make its largest acquisition ever and purchase Okta Inc. (NASDAQ:OKTA) for about $50B.<blockquote>Zukin 表示，由于其领导地位、以 27.7 亿美元收购 Slack 以及重新关注利润率，Salesforce 有望在 2022 年卷土重来。他还预计该公司可能会进行有史以来最大的收购，以约 50B 美元收购 Okta Inc.（纳斯达克股票代码：OKTA）。</blockquote> \"We don' think they are going to stop doing deals,\" Zukin said. \"Whether it's next year, whether its two years from now. Similar to what Microsoft, you’ve seen them focus on with security, we think Salesforce is not going to be far behind. We talk about Okta as a really strategic and transformational acquisition. It will be the largest one they’ve ever done.\"<blockquote>“我们认为他们不会停止交易，”祖金说。“无论是明年，还是两年后。与微软对安全的关注类似，我们认为 Salesforce 也不会落后太多。我们认为 Okta 是一次真正具有战略意义和变革性的收购。这将是他们有史以来最大的一次收购”。</blockquote> And don't miss, Cybersecurity companies to see \"massive strength\" in 2022 according to Wedbush.<blockquote>不要错过，根据韦德布什的说法，网络安全公司将在2022年看到“巨大的实力”。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/news/3783333-crowdstrike-informatica-salesforce-among-top-software-picks-for-2022-wolfe-says\">Seeking Alpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KNBE":"KnowBe4, Inc.","CRM":"赛富时","CRWD":"CrowdStrike Holdings, Inc.","INFA":"Informatica Inc."},"source_url":"https://seekingalpha.com/news/3783333-crowdstrike-informatica-salesforce-among-top-software-picks-for-2022-wolfe-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164461095","content_text":"CrowdStrike , Informatica , KnowBe4 , Zoominfo Technologies , and Salesforce are Wolfe Research's top software picks for 2022.\n\"These names we think are poised for a meaningful comeback and have some of the largest upsides we have in our price targets are actually cybersecurity names,\" Wolfe Research analyst Alex Zukin said in a CNBC interview this week. \"All of our top picks have really strong cash flow multiples, free cash flow profiles. We think that’s such an important focus going forward because it’s not just about growth anymore.\"\nSoftware names are poised to be rebound in 2022 as investors move away from growth and focus on margins and efficiency, Zukin said. About 41% of investors see the software sector as more attractive going into 2022 relative to 2021, according a survey of more than 120 institutional investors that Wolfe conducted.\n\"We're still very positive on the sector, but we think things are changing in 2022,\" Zukin said. \"We think investors are going from focusing on just growth to really focusing on are these good businesses, is there cash flow, is there efficiency.\"\nSalesforce is poised for a comeback in 2022 due its leadership steam, its $27.7B acquisition of Slack and it's renewed focus on margins, according to Zukin. He also expects that the company could make its largest acquisition ever and purchase Okta Inc. (NASDAQ:OKTA) for about $50B.\n\"We don' think they are going to stop doing deals,\" Zukin said. \"Whether it's next year, whether its two years from now. Similar to what Microsoft, you’ve seen them focus on with security, we think Salesforce is not going to be far behind. We talk about Okta as a really strategic and transformational acquisition. It will be the largest one they’ve ever done.\"\nAnd don't miss, Cybersecurity companies to see \"massive strength\" in 2022 according to Wedbush.","news_type":1,"symbols_score_info":{"INFA":0.9,"CRWD":0.9,"CRM":0.9,"KNBE":0.9,"ZI":0.9}},"isVote":1,"tweetType":1,"viewCount":3516,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696975338"}