The 2 best tech analysts on Estimize still like enterprise tech this earnings season, with 1 caveat
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Description
This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP Christine Short are joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses Q1 earnings season for tech, and while they think small and midcap enterprise tech names such as HubSpot, Workday, Zendesk, Splunk and Nutanix will announce strong results, they admit it’s difficult to find extremely compelling valuations anywhere in tech right now. One area that is mutually unloved for earnings season is the FANG stocks, even with Netflix’s blowout quarter last night.
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