Latest news with #SamadSamana
Yahoo
12-07-2025
- Business
- Yahoo
HubSpot's (HUBS) Growth Narrative Still Intact Despite Weak Q1, Jefferies Analyst Says
HubSpot Inc. (NYSE:HUBS) is one of the 11 best debt-free stocks to invest in right now. In a report published in early June, Jefferies analyst Samad Samana maintained a Buy rating on HubSpot and reaffirmed his $700 price target, despite recent stock weakness. The stock had declined roughly 10% following the company's Q1 2025 results, which Samana attributed to investor concerns around the company's forward guidance. The analyst noted that the exit growth rate implied from the guidance was lower than previously anticipated, and slightly soured the investor sentiment. A marketing manager looking at the data dashboard of a marketing automation software showing successful campaign results. Samana acknowledged that current valuation levels appear to reflect these concerns. However, he believes that a return to 20% revenue growth could help restore investor confidence and reestablish a valuation premium for the stock. To assess near-term momentum, the analyst collaborated with a HubSpot partner to gain a deeper understanding of recent demand dynamics and evaluate competitive pressure from Salesforce. According to the analyst, feedback from the partner was constructive, suggesting that demand has increased since the quarter began and that broader macroeconomic headwinds may be easing. Samana concludes that if HubSpot delivers a solid Q2, the company could regain its growth narrative and shift investor sentiment in a more positive direction. HubSpot Inc. (NYSE:HUBS) is a provider of cloud-based software that helps businesses attract, engage, and retain customers. While we acknowledge the potential of HUBS 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: Harvard University Stock Portfolio: Top 10 Stock Picks and . Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
03-07-2025
- Business
- Yahoo
Jefferies Increases PT on Verint Systems Stock to $23, Keeps Hold Rating
Verint Systems Inc. (NASDAQ:VRNT) is one of the . On June 5, Jefferies increased its price target on Verint Systems Inc. (NASDAQ:VRNT) stock from $19 to $23, keeping its Hold rating on the shares. Samad Samana from Jefferies raised the price target on VRNT following strong Q1 FY2026 results, especially citing the 7% revenue beat and material earnings upside driven by a pull-forward of unbundled software-as-a-service deals. A data analyst in front of a computer monitor, analyzing a series of financial trends. The firm says Verint's fiscal 2026 revenue and earnings guides were unchanged, and Q1 was guided below consensus. Investor attention will be on whether the steeper implied second half of the year revenue ramp is achievable given prior unbundled misses, contends Jefferies. Verint Systems Inc. (NASDAQ:VRNT) offers customer engagement solutions. The company offers AI-powered bots to improve AI business outcomes across the enterprise. Verint's Da Vinci AI tool, which is embedded in its cloud platform, powers all applications running in the platform with advanced AI and automation. While we acknowledge the potential of VRNT 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: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
16-06-2025
- 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
16-06-2025
- 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.
