Given Gigamon’s strong underlying momentum (especially related to security use cases), the company over the next few quarters could see upward revenue/earnings estimate revisions along with valuation expansion. Read More
Robert DeFrancesco is a seasoned technology-stock analyst, who for 13 years covered the sector for Louis Rukeyser's Wall Street newsletter. In 2003, he launched Tech-Stock Prospector (TSP), a research, analytics & advisory service focused on emerging and established tech companies. Robert, managing editor of TSP, uses a combination of fundamental and technical analysis to identify and capitalize on inefficiencies within the tech-stock sector. In addition to conducting in-depth company-specific research, he keeps track of the latest developments across the entire tech landscape, paying particular attention to the major themes--including cloud computing, Web 2.0, social networking, Internet of Things, analytics, virtualization, datacenter consolidation, collaboration, security and mobility. Robert attended Villanova University and American University Law School. He lives in Los Angeles.
Analyst Articles
- March 16, 2015
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As the trend toward fully autonomous driving moves forward, cars will gradually get a lot safer and smarter, aided by the addition of more software. Read More
As the trend toward fully autonomous driving moves forward, cars will gradually get a lot safer and smarter, aided by the addition of more software. Read More
- February 17, 2015
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Hackers in their latest high-profile cyber-security attack have sharply raised the stakes, this time stealing money—not just data—directly from banks.During the past two years, more than 100 financial institutions in 30 countries have been hit, with up to $1 billion stolen, according to security research firm Kasperky Lab. The worldwide… Read More
Hackers in their latest high-profile cyber-security attack have sharply raised the stakes, this time stealing money—not just data—directly from banks.During the past two years, more than 100 financial institutions in 30 countries have been hit, with up to $1 billion stolen, according to security research firm Kasperky Lab. The worldwide… Read More
- February 17, 2015
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On the Marketo (MKTO) fourth quarter earnings conference call earlier this month, CEO Phil Fernandez said demand was so strong into the end of last year that the company could have used another 10 sales reps to close more business. While this might be a good problem to have, being… Read More
On the Marketo (MKTO) fourth quarter earnings conference call earlier this month, CEO Phil Fernandez said demand was so strong into the end of last year that the company could have used another 10 sales reps to close more business. While this might be a good problem to have, being… Read More
- January 20, 2015
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One name in the Internet/social media space that often gets mentioned as a possible takeover target is Yelp (YELP), the provider of local business reviews via online and mobile. Since so many investors see Yelp as a buyout candidate, the stock has historically traded with an embedded deal premium.But with… Read More
One name in the Internet/social media space that often gets mentioned as a possible takeover target is Yelp (YELP), the provider of local business reviews via online and mobile. Since so many investors see Yelp as a buyout candidate, the stock has historically traded with an embedded deal premium.But with… Read More
- January 20, 2015
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Qlik Technologies (QLIK) is a leading provider of business intelligence (BI)/analytics solutions for the enterprise market. The company’s software allows users to visualize data from multiple sources in an effort to gain meaningful insights into what’s going on at a departmental level, with the goal to increase collaboration, improve overall… Read More