Alteryx - einer der erfolgreichsten IPOs aus 2017

Gestern hatte ich noch etwas nachgelegt, bei 84,0. bin hier optimistisch.  

Heute beim Opening gekauft als Trade.  

Bei diesem Ergebnis was beim Umsatz über 10% über den Erwartungen liegt! Alles unter 5% ist ein Witz. Das wir keine 15 oder 20% mehr steigen ist klar bei der Bewertung, aber 5 bis 10% wären schon noch gerechtfertigt meiner Meinung nach  

die Aktie muss sich erstmal auspendeln und in die Bewertung hineinwachsen, aber neuer Kunde, der sehr erfolgreiche Kopfschmerztabletten herstellt ;-), fährt nicht nur für seine pharma sondern auch für seine andere Sparte voll auf Alteryx ab :-)  

"As of late, it has definitely been a great time to be an investor in Alteryx (AYX - Free Report) . The stock has moved higher by 20.8% in the past month, while it is also above its 20 Day SMA too. This combination of strong price performance and favorable technical, could suggest that the stock may be on the right path.

We certainly think that this might be the case, particularly if you consider AYX’s recent earnings estimate revision activity. From this look, the company’s future is quite favorable; as AYX has earned itself a Zacks Rank #1 (Strong Buy), meaning that its recent run may continue for a bit longer, and that this isn’t the top for the in-focus company. ..."
https://www.zacks.com/stock/news/642917/...x-continue-to-surge-higher  

Watchlist
motley fool :
https://www.nasdaq.com/articles/...hat-are-on-my-watchlist-2019-11-21

Alteryx (NYSE: AYX) provides a subscription-based software platform that enables clients to merge, blend and scrub data from multiple sources to attain meaningful insights. Clients who use Alteryx will find it much easier to gain insights even though the data may be from disparate sources.  Through the use of data science and analytics, Alteryx's platform provides analytical flexibility to a variety of users such as business analysts and data scientists. Its platform is powerful because it eliminates complex code and uses drag and drop tools to allow users to analyze data easily.

Data can be processed from a variety of sources, such as spreadsheets and other cloud applications, and the software allows the user to also customize, schedule and publish analytics. Through the first nine months of 2019, the company reported a loss  due to interest expense on its convertible senior notes but generated around $7.3 million worth of free cash flows during the period.

The company is still adding customers at a rapid rate, as it ended Q3 2019 with 5,613 customers, a 30% year-over-year increase. Its dollar-based net expansion rate hit 132% for the quarter, an impressive statistic as it shows that the same customers are spending about a third more than a year ago.

der auch empfohlen OKTA mit ähnlichem Geschäftsmodell.....  

"Though both companies are currently unprofitable, both have begun to generate positive free cash flow. As they add more customers and increase their flow of recurring revenue, there will come a tipping point where these companies will turn profitable and start to generate strong, consistent free cash flow. These two companies still have a long runway for growth, and investors should keep a close watch on them.

https://www.nasdaq.com/articles/...hat-are-on-my-watchlist-2019-11-21  

das ist schon happig

vermutlich mal wieder China und die angekündigten Sanktionen gegen Firmen wegen US zu Hongkong

China will release an "unreliable entity list" soon, which includes relevant US entities. The move is being accelerated up in response to the expected passage of a Xinjiang-related bill by US Congress, that will harm Chinese firms’ interests, "prompting China to speed up the move."
https://www.zerohedge.com/markets/...ponse-xinjiang-bill-stocks-swoon  

https://www.fool.com/investing/2019/12/02/...ared-24-in-november.aspx  

bekommt es einfach nicht hin ein Deal zu machen, der für beide Seiten gut ist. Sehr schwache Leistung immer nur zu Pöbeln und danach zu Lügen  

It Would Be A Huge Shock To The Market
https://www.zerohedge.com/markets/...t-happens-if-dec-15-tariffs-kick
Will Trump risk it all again?

Well, with the S&P starting its descent at 3,150, and with the Fed actively engaged in QE4, he certainly has far more "buffer room" to engage China much more forcefully this time around, and instead of kicking the can again, actually impose the 15% tariffs on $160 billion in Chinese imports on December 15.....

er droht ja gerade wieder Frankreich wegen Steuern auf Google mit 100%Steuern auf Käse, Wein
und gerade bei n-tv : durchaus möglich
ein Dictator ist deutlich harmloser als Trump
 

https://www.nasdaq.com/articles/...er-still-scale-up-in-q3-2019-12-01

"Cybersecurity specialist Zscaler (NASDAQ: ZS) had the best-performing IPO of 2018, and though the first half of this year looked like it was going to be a repeat performance, the cloud-based solutions provider stumbled hard in August when an analyst cast doubts on whether it could keep up its torrid growth.

It was a prescient call, as Zscaler followed up in September with a fiscal fourth-quarter earnings report that, while beating expectations, provided guidance that suggested growth would slow in the year ahead."  

"...Sales Cloud revenues ascended 15% year over year to $1.17 billion. Revenues from Service Cloud, one of the company’s largest and the fastest-growing businesses, also improved 24% to $1.14 billion. Moreover, Marketing & Commerce Cloud revenues jumped 32% to $640 million.

salesforce’s Platform and Other revenues soared 73% to $1.29 billion. Tableau contributed nearly $308 million while MuleSoft revenues of $185 million grew 77% year over year.....
https://quotes.freerealtime.com/quotes/AYX/News

muss natürlich Zcsaler heissen IPO aus 2018  

https://www.fool.com/investing/2019/12/11/...stock-dropped-today.aspx
eigentlich ohne ersichtlichen Grund, man solle es zum Nachkaufen nutzen
was offensichtlich geschah
"That said, Alteryx management did hold a previously scheduled presentation at the Raymond James Technology Investors Conference today. But the stock's decline began well before that presentation kicked off. And even then, the event's attendees reportedly said management's comments included no negative surprises that might have spurred such a drop.

So what
It appears Alteryx is being dragged down as part of a broader pullback in cloud-computing and SaaS names today. And it certainly didn't help that the stock was up a whopping 84% year to date leading into yesterday's close, including a 24% gain last month as the market celebrated Alteryx's impressive third-quarter 2019 results.

Now what
This kind of volatility is par for the course for high-flying, fast-growing tech stocks like Alteryx. I think investors would do well to focus first on the health of its underlying business, as Alteryx works to capture as large a piece as possible of what management describes as a $28 billion total addressable market -- and that's just for its flagship Alteryx Designer product alone.

Considering that Alteryx's growth story appears to remain firmly intact -- and given its modest $6.5 billion market cap as of this writing -- I think these kinds of no-news moves might prove to be compelling opportunities for long-term investors to open or add to their positions.  

Und genau so habe ich es gestern Abend noch gemacht. Schön nachgekauft zu unter 87 Euro. Grüße  

Erstmal Ruhe rein kommen lassen. Die Entwicklung dieser Firma läuft und der Kurs wird auch wieder steigen.  

ein paar Tage nach unten gehen. Steht bei mir ja auf der Kaufliste sehr weit oben.  

Ja, habe auch noch zwei weitere Kauforder unter 80 Euro drin. Schauen wir mal, ob wir DIE nochmal sehen ! Grüße  

Kurse unter 80 € nicht mehr zu sehen bekommen. Zumindest nicht in der aktuellen Phase.
Wenn nicht jetzt , wann dann? Hab heute eine Kauforder reingelegt und hoffe, dass die greift!

https://www.youtube.com/watch?v=fomWfriAsgI
Der gute Jim erwischt zwar oft den falschen Zeitpunkt mit seinen Empfehlungen, doch nach dem herbstlichen Aderlass wäre die Aktie nun wieder so weit, den Marsch  in höhere Kursgefilde aufzunehmen. Weitere Kursschwäche würde das Chartbild eintrüben, welches bis dato mit den Wachstumsaussichten noch in Einklang ist. Die Aktie ist zwar teuer, doch im Produktportfolio unschlagbar kompatibel.

Noch einen Dollar höher und wir bewegen uns in wieder sicheren Gewässern, womit die Aktie ihren bewährten Aufwärtstrend wieder aufnehmen kann.
2 % Plus kurz nach Börsenöffnung. Vermutlich waren auch einige Adressen short, die sich wieder eindecken müssen/wollen.

hier drin und schliesse für 2019 die Bücher wie man so schön sagt.  

Schwäche einzusammeln! In der Firma läuft alles blendend und kam trotzdem unter Druck. Sollte das auch mal bei Dermapharm oder Medios passieren kaufe ich mich da sofort ein;)  

Haltedauer 2-3 Jahre geplant  

"....Alteryx (NYSE:AYX) offers its customers a software platform to help analysts and data scientists conduct analytics. With companies increasingly focused on efficiency, demand for these types of products and services is growing, especially among larger organizations. And that trend is certainly consistent with Alteryx's rapid pace of top-line growth. Its sales of $254 million in 2018 were nearly triple its 2016 revenue of $86 million. In its most recent quarter, its top line increased a whopping 65% to $103 million from $63 million in the prior-year quarter.

Unfortunately, Alteryx, too, has struggled with profitability -- it's only been in the black for two of the past five quarters. Its trailing-12-month net income of $13 million was just 3.7% of the company's $351 million in sales.

With its share price up more than 80% this year, it now has a P/E of more than 500. Its P/S of 20 is higher than ServiceNow's, while its P/B of 18 is about half. Although its rapid growth has been impressive, that's not enough to justify its $7 billion market cap. Ultimately, though, those are still astronomical valuations.
https://www.fool.com/investing/2019/12/13/...e-wildly-overpriced.aspx

und Cramer: https://www.benzinga.com/media/19/12/14988860/...um-alteryx-and-more? has to come down...

hat mich schon mal gerettet dieser Fool bei Canopy
bin raus heute