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Robert DeFrancesco
Works at Tech-Stock Prospector LLC
Lived in Philadelphia
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Robert DeFrancesco

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CyberArk Software (CYBR, $54.20), a provider of security solutions used to protect so-called privileged accounts with an organization, last night reported Q4 revenue growth of 81%, driven by license revenue growth of 95%.Shares of CyberArk—one of our 5 TSP Tech Disruptor companies for 2015—today are surging more than 18% on nearly 10x average daily volume. Earlier in the session, the stock reached a new post-IPO high at $55.40. The company only w...
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Robert DeFrancesco

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Shares of LinkedIn (LNKD, $256.30 after hours, +7.7%) are up more than 7% after hours following the release of above-consensus Q4 results:*EPS of 61 cents beat the consensus estimate by eight cents*Revenue rose 44% to $643.4 million, easily topping the consensus of $617.3 million as well as the high end of the guidance range of $600 million to $605 million.Talent Solutions revenue of $369 million (57% of total revenue) rose 41%, while Marketing S...
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Robert DeFrancesco

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Shares of Infoblox (BLOX, $19.52), a provider of IP address management and DNS security solutions, today jumped 8.3% on heavy volume after getting a Pacific Crest upgrade to ‘Outperform.’The firm set a price target of $25, saying the company’s outlook has brightened and that new management can drive improved execution/growth in 2015.Infoblox stumbled in the January and April quarters of fiscal 2014 mainly because of execution issues (extended cyc...
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Robert DeFrancesco

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Shares of cloud-based security solutions vendor Qualys (QLYS, $46.89) today are surging more than 14% on 7x average daily volume following last night’s strong Q4 report and upside guidance for Q1 and 2015. The shares earlier today hit a new all time high at $48.In the July 2013 issue of Tech-Stock Prospector (TSP #137), we pointed out that Qualys (the shares back then were trading at just $16.37) had plenty of room to sell additional offerings in...
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Robert DeFrancesco

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Tune into any cable network stock market channel and the airwaves resonate with one consistent theme: SaaS companies are simply too expensive. In fact, we might even be in a bubble! The argument goes as follows — high revenue growth coupled with lack of profits means these businesses are ...
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Robert DeFrancesco

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Depending on whom you ask, companies that sell their products on a subscription basis are either companies that are veritable giants of growth, or firms that..
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New Relic (NEWR, $31.15), a provider of cloud-based software analytics solutions, on Friday went public at $23 a share, above the expected range of $20 to $22 (revised upward from a range of $18 to $20).The shares opened for trading at $30.16, hit a high of $35.25 and closed the first session at $33.99. The stock is now up 35% from the IPO price.Founded in 2008, New Relic offers analytics at massive scale via the cloud. The company’s products ena...
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Robert DeFrancesco

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Shares of Qualys (QLYS, $35.06), a provider of cloud-based enterprise security solutions, today are up more than 7% and have hit a new all-time high at $36.09 following last night’s strong Q3 report,
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Have him in circles
56 people
Fine Print's profile photo
Rodrigo Mattos's profile photo
Joshua Pritchard's profile photo
VALUE CONTENT's profile photo
Johnny White's profile photo
Hartmut Haase's profile photo
Tina Gibson's profile photo
Danny Rodriquez's profile photo
Datawatch's profile photo
Work
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Investment research & analysis
Employment
  • Tech-Stock Prospector LLC
    Co-Founder/Managing Editor, 2003 - present
  • Louis Rukeyser's Wall Street
    Research Analyst/Senior Writer, 1992 - 2005
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Philadelphia - Washington DC - Los Angeles
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