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William Blair On DocuSign's Stock: 'Sign Us Up'
Tuesday, May 22, 2018 - 1:04pm | 352Docusign Inc (NASDAQ: DOCU), fresh off its April initial public offering, is now seen as the 800-pound gorilla in the e-signature market, according to William Blair. The Analyst William Blair's Justin Furby initiated coverage of Docusign with an Outperform rating The Thesis Docusign...
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William Blair Cautious On North American P&C Insurance Market, Moves To Sidelines On Sapiens International
Tuesday, May 8, 2018 - 11:11am | 387Sapiens International Corporation N.V. (NASDAQ: SPNS), an Israeli software solutions provider for the insurance industry, reported Monday before the market open with first-quarter results that showed non-GAAP earnings per share of 13 cents, ahead of the 10-cent consensus. Revenue of $71 million...
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William Blair Updates Shareholders On Top SaaS Names Ahead Of Earnings Season
Wednesday, April 12, 2017 - 12:25pm | 340With Q1 earnings just around the corner, William Blair analyst Justin Furby just updated clients on the firm’s take on three major names in the software-as-a-service (SaaS) space. According to Furby, Workday Inc (NYSE: WDAY) and The Ultimate Software Group, Inc. (NASDAQ: ULTI) are both buys...
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Workday Shares Take A Dip Following Q4 Results, But Bull Thesis Still Strong
Tuesday, February 28, 2017 - 4:18pm | 278Shares of Workday Inc (NYSE: WDAY) were trading down more than 7 percent Tuesday afternoon after the company's fourth-quarter earnings report disappointed investors. After the print Justin Furby of William Blair reaffirmed a bullish stance on Workday and maintains an Outperform rating. According to...
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Workday's Q4 Might Be Mixed, But The Wal-Mart Contract Was Huge
Thursday, February 16, 2017 - 9:03am | 319Workday Inc (NYSE: WDAY) is scheduled to report Q4 results on February 27. Despite the slow start in November, the company will likely report solid results, with the highlight of the quarter being its contract wins, William Blair’s Justin Furby said in a report, while maintaining an...
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Long-Term Holders Of Ultimate Software: Use Wednesday's Weakness As Buying Opportunity
Wednesday, February 8, 2017 - 11:04am | 379Shares of The Ultimate Software Group, Inc. (NASDAQ: ULTI) were trading lower by more than 4 percent ahead of Wednesday's market open after the company reported its fourth-quarter results Tuesday afternoon. Justin Furby of William Blair commented in the earnings report in a research report. The...
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Post-Election Uncertainty Not Likely A Headwind For Ultimate Software
Tuesday, February 7, 2017 - 10:14am | 339The Ultimate Software Group, Inc. (NASDAQ: ULTI) is scheduled to report its Q4 2016 results on Feb. 7. Management commentary around bookings would likely be bullish, and the quarterly results may be “in line with to slightly above consensus,” William Blair’s Justin Furby said in a...
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ServiceNow's Beat And Raise Quarter Tops Even The Most Bullish Expectations
Thursday, January 26, 2017 - 10:31am | 494ServiceNow Inc (NYSE: NOW) reported strong Q4 2016 results, beating expectations despite currency headwinds. The Q1 and 2017 guidance also came in higher than expected. 4Q Results ServiceNow reported quarterly revenue of $385.7 million, above the consensus estimate of $379.3 million. This...
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A Closer Look At Workday's Student Opportunity
Tuesday, January 24, 2017 - 11:01am | 349William Blair’s Justin Furby believes Workday Inc (NYSE: WDAY)'s emerging Student opportunity — which includes core systems such as records, enrollment and curriculum management — “is not well understood by investors, and yet it is a compelling one within the higher...
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Workday's Quarter Might Be Turning Out Better Than Expected
Wednesday, January 11, 2017 - 10:33am | 369New business trends at Workday Inc (NYSE: WDAY) are more encouraging than management’s tone in early December, as William Blair has learned that the company recently signed a mega HR deal with one of the world’s biggest retailers, with over 2 million employees globally. Huge Contract...
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Workday's Guidance 'Underwhelming'; Story Is By No Means Broken
Friday, December 2, 2016 - 12:22pm | 423Shares of Workday Inc (NYSE: WDAY) have plunged more than 17 percent as solid third-quarter results were overshadowed by deal slippage commentary and trimming of fourth-quarter subscription revenue and billings expectations. Quarterly Gist Q3 EPS: $0.03 vs. estimated $(0.04). Revenue: $409.6...
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William Blair Gives Blackbaud Its Blessing, Initiates At Outperform
Monday, July 11, 2016 - 9:17am | 334William Blair’s Justin Furby mentioned that Blackbaud, Inc. (NASDAQ: BLKB) “is the dominant provider of fundraising software to nonprofit organizations (NPOs) — a $6 billion-plus opportunity in which it is just 10 percent penetrated.” Furby initiated coverage of the company...
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UPDATE: William Blair & Company Initiates Coverage on Criteo SA on Positive Outlook
Monday, November 25, 2013 - 12:00pm | 125In a report published Monday, William Blair & Company analyst Justin Furby initiated coverage on Criteo SA (NASDAQ: CRTO) with an Outperform rating. In the report, William Blair & Company noted, “CRTO enables e-commerce companies to remind consumers about items they previously showed...