Alteryx - einer der erfolgreichsten IPOs aus 2017

Performer im Depot mit PayPal, Opera, Facebook und Yext. Hoffen wir mal das die Fed die nicht runter prügelt morgen!  

http://financials.morningstar.com/ratios/...ion=usa&culture=en-US

https://www.finanzen.net/schaetzungen/alteryx_a

https://en.wikipedia.org/wiki/Alteryx

https://de.marketscreener.com/ALTERYX-INC-34336524/  

Weiter Anstieg ist in Gange  

Summary
Alteryx provides a subscription-based data science and analytics platform.

The company has 82% YoY change in revenues TTM and 3-year annualized growth of 67%.

Its valuation is reasonable relative to other software stocks, even with reduced growth expectations for the coming year.

I assign Alteryx a Buy rating. Investors may wish to scale into a position.

https://seekingalpha.com/article/4272865-miss-alteryx-growth-story

ich hatte nachgekauft..  

ahead
https://www.profitconfidential.com/stock/...forecast-remains-bullish/
...If you want to see a beautiful chart, look no further than Alteryx Inc. Since going public in March 2017, AYX stock has trended steadily higher.

In 2017, it has advanced 46.5% and in 2018, Alteryx stock increased 133%. So far, in 2019, the Irvine, California-based company has grown 98.4% and is a whopping 21.5% above its 50-day moving average.

Thanks to strong quarterly results and a strong outlook, there is no reason to believe that Alteryx will not continue to outpace the broader market for the remainder of 2019, with that momentum carrying over into 2020....
Chart  https://www.profitconfidential.com/wp-content/...Chart_040719_AYX.jpg  

Positive comments from analysts and overall interest in the data analytics segment pushed this company's share price up.
https://www.fool.com/investing/2019/07/08/...s-jumped-25-in-june.aspx  

recht kurzem Zeitraum  

.... I’ve got five Zacks Rank #1 (Strong Buy) stocks breaking out to new highs. The list of stocks I cover today include:

Alteryx

Alteryx, Inc. operates a self-service data analytics software platform that enables organizations to enhance business outcomes and the productivity of their business analysts, data scientists, and citizen data scientists worldwide. Its software platform includes Alteryx Designer, a data profiling, preparation, blending, and analytics product used to create visual workflows or analytic processes; Alteryx Server, a server-based product for scheduling, sharing, and running analytic processes and applications in a Web-based environment; Alteryx Connect, a collaborative data exploration platform for discovering information assets and sharing recommendations across the enterprise; and Alteryx Promote, an analytics model management product for data scientists and analytics teams to build, manage, monitor, and deploy predictive models into real-time production applications.

Chipotle Mexican Grill.....Enphase Energy
https://quotes.freerealtime.com/quotes/AYX/News  

https://www.profitconfidential.com/stock/...forecast-remains-bullish/  

laut pr newswire und ariva  

 

but but an Earnings ESP of +0.00%.

"Alteryx is gaining from an expanding clientele, driven by increasing demand for a self-service data science and analytics platform. Also, improved awareness of the company’s brand and solutions has been a key catalyst in expanding customer base.

In the last reported quarter, dollar-based net expansion rate was 134%, up 20 basis points (bps) sequentially. The company added 277 net new customers in first-quarter 2019, bringing the total to 4,973, including 28% from the Global 2000 list.

The momentum in customer addition must have continued in the second quarter due to strong traction of the Promote and Connect solutions.

Moreover, rapid adoption of predictive analytics and AI modeling is expected to drive Alteryx’s top line in the to-be-reported quarter.

Moreover, Alteryx’s expanding partner base that includes the likes of Thomson Reuters is a key catalyst...."
https://www.zacks.com/stock/news/452559/...arnings-whats-in-the-cards
 

https://www.zacks.com/stock/news/452559/...arnings-whats-in-the-cards  

https://seekingalpha.com/article/...-results-earnings-call-transcript

https://seekingalpha.com/article/...-results-earnings-call-transcript  

https://seekingalpha.com/news/...alteryx-eps-beats-0_07-beats-revenue
): Q2 Non-GAAP EPS of $0.01 beats by $0.07; GAAP EPS of -$0.05 beats by $0.10.

Revenue of $82.04M (+59.3% Y/Y) beats by $5.44M.  

Alteryx delivered Q2 EPS of $0.01 vs expectations of a 6-cent loss.
Even better, revs came in over 7% higher than consensus at $82M vs $76.5M!
The slight "wince" on the guide was management seeing Q3 EPS 6c-9c vs. consensus 13c. But as noted above, the full-year guide is a range of 44c-50c.

And the revenue guidance still maintained an upward trajectory with Q3 seeing $88-91 million vs. consensus $87.5M.Full-year rev guide is for $370-375 million vs. consensus of $360M, representing a blistering 83% annual growth in sales.

Key highlights of the business expansion...
**Added 305 new customers in Q2 to hit 5,278 customers, a 34% increase from Q2 2018.
**Achieved a dollar-based net expansion rate (annual contract value based) of 133%.
**Large contract momentum persists with a 50%+ increase in deals over $250,000.
**Doubling of contracts deals over $1,000,000.
https://www.zacks.com/stock/news/459586/...C-HL-press_releases-459586

nach wie vor Strong buy bei Zacks  

Echt irre wie stark sich diese Aktie hält! Das gleiche gilt auch für MongoDB, Wix.com und TTD. Leider habe ich nicht alle in meinem Depot  

https://www.profitconfidential.com/stock/...shares-up-124-q2-results/
Alteryx stock has trended steadily higher since it went public in March 2017. Its price hasn’t experienced any huge spike or pop that it couldn’t sustain. Instead, it has been on a stable growth trajectory that has rewarded buy-and-hold investors.
Because of the company’s bullish outlook for 2019, AYX stock should continue on this enviable path for the rest of 2019 and well into 2020. s. Chart
https://www.profitconfidential.com/wp-content/...Chart_080119_AYX.jpg
Wall Street was looking for Alteryx to report second-quarter revenue of $76.5 million and an adjusted net loss of $0.06 per share. Once again, the analysts were way off.

After the bell closed on July 31, Alteryx announced that revenue for the second quarter, ended June 30, advanced 59% year-over-year to $82.0 million. (Source: “Alteryx Announces Second Quarter 2019 Financial Results,” Alteryx Inc, July 31, 2019.)
The company ended the second quarter with 5,278 customers, up 34% from the second quarter of last year. During the quarter, it added 305 new customers.
Back to the financials, Alteryx reported a second-quarter net loss of $3.2 million, or $0.05 per share. That’s compared to a loss of $4.2 million, or $0.07 per share, in the same prior-year period.
It also reported adjusted net income of $0.9 million, or $0.01 per share, compared with break-even income and income per share during the second quarter of 2018.
compared with $426.2 million at the end of 2018.

Looking ahead, for the third quarter, Alteryx expects its revenue to be in the range of $88.0 to $91.0 million, representing a year-over-year increase of 41% to 45%. The company also expects its adjusted income from operations to be in the range of $5.0 to $8.0 million and its adjusted net income per share to be in the range of $0.06 to $0.09.
For full-year 2019, Alteryx raised its revenue guidance to the range of $370.0 to $375.0 million, representing year-over-year growth of between 46% and 48%. It also forecasts its adjusted net income per share for the year to be in the range of $0.44 to $0.50

 

Thankfully, AYX is one of the emerging top-dog players, even though most companies and investors don't know their name or their expertise yet.
anlässlich schlechter Zahlen von NetApp https://www.zacks.com/commentary/470966/...-FT-bear_of_the_day-470966  

EK lag bei knapp 60 €/Stk.  

Wen interessierts? über 100% hat man einige davon, sofern man Risikoaffin ist und bisschen Ahnung vom Fach hat. Wenn 6 von 10 richtig sind, hast alles richtig gemacht, denn du wirst nie in 9 von 10 Fällen recht haben ;)  

Ich reite das pferd weiter, frage ist nur richtigen absprung hier finden, bei schlechten zahlen wird es sowas von rasiert (>30%)  

Debatte. Schau dir Twillo, MogoDB, Okta, wix.com oder TTD an! Die Aktien hören gar nicht mehr auf zu laufen.
Denke hier wird das nicht anders sein!  

meinte MongoDB.
Was meint ihr zu Blue Prism die haben ordentlich Federn lassen müssen. Bin da mal rein  

weil Großinvestoren ausgestiegen sind ---Slack nach Report und Alteryx
".Massive trading volumes on a no-news kind of day typically point to large investors making changes to their portfolios. If so, we'll see some proof in a couple of months when institutional investors post their 13F filings to the Securities and Exchange Commission. ...Again, there's nothing fundamentally wrong going on in the cloud computing sector today. We're probably just watching a couple of very large holders moving out of these high valuations and into something safer. The cloud computing stocks above may stick to these lower (but still lofty) prices, or they might make a full recovery in the normal course of unpredictable market jitters.

Those are the breaks in the nosebleed section of Wall Street, where stocks are priced on their ability to grow quickly rather than on their solid financial performance. Volatility can be painful in the short term.

https://new.nasdaq.com/articles/...plunged-in-unison-today-2019-09-09