Latest news with #SamadSamana
Yahoo
6 days ago
- Business
- Yahoo
Jefferies Raises Twilio (TWLO)'s Price Target — But Cautions on Most Optimistic Forecasts
Twilio Inc. (NYSE:TWLO) is one of the . On June 15, Jefferies analyst Samad Samana raised the firm's price target on the stock to $132 from $122 and kept a 'Hold' rating on the shares. The analyst told investors in a research note how investors have been debating whether growth can accelerate against the second-half of the year comparisons. They are wondering whether gross margins will rebound or if healthy EBIT beats are sustainable. A financial analyst studying the fundamentals of a co-managed portfolio of mid-cap companies. According to the firm, growth acceleration for Twilio is achievable and makes for a 'good tactical setup' in the shares. However, it doesn't think that most bullish assumptions are achievable. Twilio Inc. (NYSE:TWLO) is a leading cloud communications platform-as-a-service (CPaaS) company. While we acknowledge the potential of TWLO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None.
Yahoo
6 days ago
- Business
- Yahoo
Jefferies Raises Twilio (TWLO)'s Price Target — But Cautions on Most Optimistic Forecasts
Twilio Inc. (NYSE:TWLO) is one of the . On June 15, Jefferies analyst Samad Samana raised the firm's price target on the stock to $132 from $122 and kept a 'Hold' rating on the shares. The analyst told investors in a research note how investors have been debating whether growth can accelerate against the second-half of the year comparisons. They are wondering whether gross margins will rebound or if healthy EBIT beats are sustainable. A financial analyst studying the fundamentals of a co-managed portfolio of mid-cap companies. According to the firm, growth acceleration for Twilio is achievable and makes for a 'good tactical setup' in the shares. However, it doesn't think that most bullish assumptions are achievable. Twilio Inc. (NYSE:TWLO) is a leading cloud communications platform-as-a-service (CPaaS) company. While we acknowledge the potential of TWLO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
16-06-2025
- Business
- Business Insider
Jefferies Sticks to Their Hold Rating for Twilio (TWLO)
In a report released today, Samad Samana from Jefferies maintained a Hold rating on Twilio (TWLO – Research Report), with a price target of $132.00. The company's shares closed last Friday at $113.39. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Samana covers the Technology sector, focusing on stocks such as HubSpot, ServiceNow, and Verint Systems. According to TipRanks, Samana has an average return of 3.8% and a 47.72% success rate on recommended stocks. Twilio has an analyst consensus of Moderate Buy, with a price target consensus of $128.83.
Yahoo
25-05-2025
- Business
- Yahoo
Jefferies Cut Verint Systems Inc. (VRNT)'s Price Target
Samad Samana, a Jefferies analyst, maintained a Hold rating on Verint Systems Inc. (NASDAQ:VRNT) shares and reduced the price objective from $32 to $19. A remotely located customer service desk acting as the frontline in the software industry. The firm revised the company's model to take into account its Q4 performance and its fiscal 2026 projections. Verint Systems Inc. (NASDAQ:VRNT)'s non-GAAP EPS of $0.99, which was below the consensus of $1.27, fell short of earnings forecasts. The unbundled SaaS revenue was lower than anticipated, affecting the revenue, which came in at $254 million. The stock has also dipped by 37.20% year-to-date. Nevertheless, the business surpassed its cash contribution, cash generation, and ARR projections. SaaS ACV from new deals grew 30% YoY to $32 million, while subscription ARR hit $712 million (up 5.2% YoY). Verint Systems Inc. (NASDAQ:VRNT) boosted its Subscription ARR projection to $768 million (an 8% YoY growth) for FYE 2026 and forecasts $960 million in revenue and cash generation. While we acknowledge the potential of VRNT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VRNT and that has 100x upside potential, check out our report about this READ NEXT: and .
Business Insider
24-05-2025
- Business
- Business Insider
Paychex (PAYX) Gets a Hold from Jefferies
In a report released today, Samad Samana from Jefferies maintained a Hold rating on Paychex (PAYX – Research Report), with a price target of $250.00. The company's shares closed today at $156.09. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Samana is a 4-star analyst with an average return of 4.6% and a 49.64% success rate. Samana covers the Technology sector, focusing on stocks such as HubSpot, ServiceNow, and Shopify. The word on The Street in general, suggests a Hold analyst consensus rating for Paychex with a $151.57 average price target, implying a -2.90% downside from current levels. In a report released today, TD Cowen also maintained a Hold rating on the stock with a $150.00 price target. PAYX market cap is currently $56.25B and has a P/E ratio of 32.48. Based on the recent corporate insider activity of 80 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of PAYX in relation to earlier this year. Last month, Michael Gioja, the SVP of PAYX sold 31,653.00 shares for a total of $4,893,136.23.
