Datadog is performing well on the business front. With the breakout to new all-time highs, the question remains one of valuation.
Datadog is off its leash
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Akamai is looking for the next wave
Akamai is a leader in the intelligent edge. Given the healthy business outlook, the investment case rests on Akamai’s valuation.
Lyft is stuck in traffic
Lyft’s lack of cash flow and profitability creates a challenging backdrop for the elevated valuation of its shares.
Clorox is getting cleaned out
Clorox provided guidance for 2022 that is well below expectations with negative macro trends. Multiple compression risk is high.
Square is pushing valuation limits
Square pulled out all the stops in announcing its second quarter earnings five days early raising red flags in the process.
PayPal has been paid in full
PayPal Holdings is a market leader in the digital payments industry and as such has created lofty expectations.
Teladoc Health needs a wellness check
Teladoc Health is showing signs of fatigue in virtual healthcare. While COVID provided a shot in the arm, it is time for a wellness check.
Polaris may kick up some dust
Polaris finds itself in the enviable position of selling the majority of its products prior to having the actual inventory to meet the demand.
Twitter is trying to stick a landing
Twitter has had easy comparisons in 2021. With underlying user growth of 11%, the valuation multiple appears quite high.
Netflix faces COVID hangover
Netflix was a COVID winner. The question for Netflix is whether 2020 was as good as it gets.