Commentary Technology investors had a rough year in 2022. The Nasdaq Composite Index went down around 33 percent. Despite a rebound so far this year, investors are faced with lower revenue growth and a significant structural hurdle—consequences of increasingly higher stock-based compensation awards. This isn’t a new phenomenon. Technology firms have been gifting lucrative stock…
Wolfe Research’s Top Software Picks for 2022
CrowdStrike Holdings, Informatica Inc., KnowBe4, ZoomInfo Technologies Inc., and Salesforce.Com Inc. are Wolfe Research’s top software picks for 2022. “These names we think are poised a meaningful comeback and some of the largest upsides we have in our price targets are actually cybersecurity names,” Wolfe Research analyst Alex Zukin said in a CNBC interview this week. “All of our top picks have really…
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