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July, 2019  // Posts published in July, 2019

Cognex Faces Near-Term Challenges But Long-Term Gains in New Markets (CGNX)

Research Question: Will Cognex’s focus on new markets, including logistics, gain traction and drive meaningful growth in 2019? Companies: AMZN, BIT:DAL, CGNX, ETR:BSL, ETR:S9I, FLIR, GOOG/GOOGL, HON, IBM, INTC, MSFT, NATI, SHE:002415, TDY, TYO:6645, TYO:6758/SNE, TYO:6861, ZBRA By: David Franklin Click here to download report (.pdf)   Summary of Findings Cognex Corp.’s (CGNX) focus on […]

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Coupa’s Momentum Rising As Spend Management Market Builds (COUP)

Research Question: Can Coupa Software accelerate its revenue and new customer growth? Companies: COF, COUP, CRM, IBM, MSFT, ORCL, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Coupa Software Inc. (COUP) has a great platform for managing business spending and should continue to build traction as more enterprises […]

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