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2021-12-27
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CrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says<blockquote>Wolfe表示，CrowdStrike、Informatica、Salesforce是2022年首选软件</blockquote>
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We think that’s such an important focus going forward because it’s not just about growth anymore.\"</p><p><blockquote>Wolfe Research分析师Alex Zukin本周在接受CNBC采访时表示：“我们认为这些公司有望实现有意义的卷土重来，并且在我们的价格目标中具有一些最大优势的公司实际上是网络安全公司。”“我们所有的首选都具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，因为它不再仅仅是增长。”</blockquote></p><p> 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.</p><p><blockquote>祖金表示，随着投资者不再关注增长，而是关注利润率和效率，软件公司有望在2022年反弹。Wolfe对120多名机构投资者进行的一项调查显示，约41%的投资者认为，相对于2021年，软件行业进入2022年更具吸引力。</blockquote></p><p> \"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.\"</p><p><blockquote>祖金表示：“我们对该行业仍然非常乐观，但我们认为2022年情况将发生变化。”“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良好、是否有现金流、是否有效率。”</blockquote></p><p> 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.</p><p><blockquote>Zukin表示，由于其领导力、以27.7 B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美元的价格收购Okta Inc.（纳斯达克股票代码：OKTA）。</blockquote></p><p> \"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.\"</p><p><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。类似于微软，你已经看到他们专注于安全性，我们认为Salesforce不会落后太多。我们将Okta视为一项真正的战略和转型收购。这将是他们有史以来最大的一次。”</blockquote></p><p> And don't miss, Cybersecurity companies to see \"massive strength\" in 2022 according to Wedbush.</p><p><blockquote>韦德布什表示，不要错过网络安全公司将在2022年看到“巨大的实力”。</blockquote></p><p></p>","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年首选软件</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年首选软件</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-27 09:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><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.</p><p><blockquote><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>,<a href=\"https://laohu8.com/S/INFA\">计算机科学</a>,<a href=\"https://laohu8.com/S/KNBE\">KnowBe4</a>,<a href=\"https://laohu8.com/S/ZI\">Zoominfo技术</a>，和<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>是沃尔夫研究公司2022年的首选软件。</blockquote></p><p> \"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.\"</p><p><blockquote>Wolfe Research分析师Alex Zukin本周在接受CNBC采访时表示：“我们认为这些公司有望实现有意义的卷土重来，并且在我们的价格目标中具有一些最大优势的公司实际上是网络安全公司。”“我们所有的首选都具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，因为它不再仅仅是增长。”</blockquote></p><p> 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.</p><p><blockquote>祖金表示，随着投资者不再关注增长，而是关注利润率和效率，软件公司有望在2022年反弹。Wolfe对120多名机构投资者进行的一项调查显示，约41%的投资者认为，相对于2021年，软件行业进入2022年更具吸引力。</blockquote></p><p> \"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.\"</p><p><blockquote>祖金表示：“我们对该行业仍然非常乐观，但我们认为2022年情况将发生变化。”“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良好、是否有现金流、是否有效率。”</blockquote></p><p> 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.</p><p><blockquote>Zukin表示，由于其领导力、以27.7 B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美元的价格收购Okta Inc.（纳斯达克股票代码：OKTA）。</blockquote></p><p> \"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.\"</p><p><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。类似于微软，你已经看到他们专注于安全性，我们认为Salesforce不会落后太多。我们将Okta视为一项真正的战略和转型收购。这将是他们有史以来最大的一次。”</blockquote></p><p> And don't miss, Cybersecurity companies to see \"massive strength\" in 2022 according to Wedbush.</p><p><blockquote>韦德布什表示，不要错过网络安全公司将在2022年看到“巨大的实力”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3783333-crowdstrike-informatica-salesforce-among-top-software-picks-for-2022-wolfe-says\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KNBE":"KnowBe4, Inc.","CRWD":"CrowdStrike Holdings, Inc.","CRM":"赛富时","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":{"KNBE":0.9,"INFA":0.9,"CRM":0.9,"CRWD":0.9,"ZI":0.9}},"isVote":1,"tweetType":1,"viewCount":2587,"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/696975682"}
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