Alteryx - einer der erfolgreichsten IPOs aus 2017

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02.05.18 16:06

45 Postings, 795 Tage stwwAlteryx - einer der erfolgreichsten IPOs aus 2017

Scheinbar ist das Softwareunternehmen Alteryx bisher hier im Forum noch überhaupt kein Thema gewesen. Eigentlich schade, denn seit dem sehr erfolgreichen IPO an der NYSE vor etwas mehr als einem Jahr hat die Aktie ihren Wert mehr als verdoppelt. Und das wohl zurecht, denn dieses Big Data- Unternehmen zeigt mit seinen Produkten zur Datenanalyse eine seltene Kombination aus rasantem Umsatzwachstum (in 207 >50%) und dennoch positivem Cashflow.
Hier gibt's die Investmentstory zum Einlesen:

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31 Postings ausgeblendet.

12.07.19 12:27

57842 Postings, 7269 Tage KickyZacks empfiehlt 5 Aktien u.a.AYX

.... I?ve got five Zacks Rank #1 (Strong Buy) stocks breaking out to new highs. The list of stocks I cover today include:


Alteryx, Inc. operates a self-service data analytics software platform that enables organizations to enhance business outcomes and the productivity of their business analysts, data scientists, and citizen data scientists worldwide. Its software platform includes Alteryx Designer, a data profiling, preparation, blending, and analytics product used to create visual workflows or analytic processes; Alteryx Server, a server-based product for scheduling, sharing, and running analytic processes and applications in a Web-based environment; Alteryx Connect, a collaborative data exploration platform for discovering information assets and sharing recommendations across the enterprise; and Alteryx Promote, an analytics model management product for data scientists and analytics teams to build, manage, monitor, and deploy predictive models into real-time production applications.

Chipotle Mexican Grill.....Enphase Energy  

16.07.19 08:41

57842 Postings, 7269 Tage KickyAYX Report für 2.Quartal July 31, 2019

laut pr newswire und ariva  

19.07.19 18:55

57842 Postings, 7269 Tage KickyLöschung

Moderator: ame
Zeitpunkt: 21.07.19 17:58
Aktion: Löschung des Beitrages
Kommentar: Moderation auf Wunsch des Verfassers



29.07.19 17:28

57842 Postings, 7269 Tage KickyAlteryx has a Zacks Rank #1 Strong Buy

but but an Earnings ESP of +0.00%.

"Alteryx is gaining from an expanding clientele, driven by increasing demand for a self-service data science and analytics platform. Also, improved awareness of the company?s brand and solutions has been a key catalyst in expanding customer base.

In the last reported quarter, dollar-based net expansion rate was 134%, up 20 basis points (bps) sequentially. The company added 277 net new customers in first-quarter 2019, bringing the total to 4,973, including 28% from the Global 2000 list.

The momentum in customer addition must have continued in the second quarter due to strong traction of the Promote and Connect solutions.

Moreover, rapid adoption of predictive analytics and AI modeling is expected to drive Alteryx?s top line in the to-be-reported quarter.

Moreover, Alteryx?s expanding partner base that includes the likes of Thomson Reuters is a key catalyst...."

01.08.19 10:56

57842 Postings, 7269 Tage KickyAlteryx EPS beats by $0.07, beats on revenue
): Q2 Non-GAAP EPS of $0.01 beats by $0.07; GAAP EPS of -$0.05 beats by $0.10.

Revenue of $82.04M (+59.3% Y/Y) beats by $5.44M.  

07.08.19 21:04

57842 Postings, 7269 Tage KickyBull of the Day: Alteryx

Alteryx delivered Q2 EPS of $0.01 vs expectations of a 6-cent loss.
Even better, revs came in over 7% higher than consensus at $82M vs $76.5M!
The slight "wince" on the guide was management seeing Q3 EPS 6c-9c vs. consensus 13c. But as noted above, the full-year guide is a range of 44c-50c.

And the revenue guidance still maintained an upward trajectory with Q3 seeing $88-91 million vs. consensus $87.5M.Full-year rev guide is for $370-375 million vs. consensus of $360M, representing a blistering 83% annual growth in sales.

Key highlights of the business expansion...
**Added 305 new customers in Q2 to hit 5,278 customers, a 34% increase from Q2 2018.
**Achieved a dollar-based net expansion rate (annual contract value based) of 133%.
**Large contract momentum persists with a 50%+ increase in deals over $250,000.
**Doubling of contracts deals over $1,000,000.

nach wie vor Strong buy bei Zacks  

15.08.19 08:14

2601 Postings, 686 Tage KörnigDiese Aktie will einfach nicht fallen;)

Echt irre wie stark sich diese Aktie hält! Das gleiche gilt auch für MongoDB, und TTD. Leider habe ich nicht alle in meinem Depot  

16.08.19 13:59

57842 Postings, 7269 Tage KickyShares Up 124% in 2019 Q2 Results Crush Estimates
Alteryx stock has trended steadily higher since it went public in March 2017. Its price hasn?t experienced any huge spike or pop that it couldn?t sustain. Instead, it has been on a stable growth trajectory that has rewarded buy-and-hold investors.
Because of the company?s bullish outlook for 2019, AYX stock should continue on this enviable path for the rest of 2019 and well into 2020. s. Chart
Wall Street was looking for Alteryx to report second-quarter revenue of $76.5 million and an adjusted net loss of $0.06 per share. Once again, the analysts were way off.

After the bell closed on July 31, Alteryx announced that revenue for the second quarter, ended June 30, advanced 59% year-over-year to $82.0 million. (Source: ?Alteryx Announces Second Quarter 2019 Financial Results,? Alteryx Inc, July 31, 2019.)
The company ended the second quarter with 5,278 customers, up 34% from the second quarter of last year. During the quarter, it added 305 new customers.
Back to the financials, Alteryx reported a second-quarter net loss of $3.2 million, or $0.05 per share. That?s compared to a loss of $4.2 million, or $0.07 per share, in the same prior-year period.
It also reported adjusted net income of $0.9 million, or $0.01 per share, compared with break-even income and income per share during the second quarter of 2018.
compared with $426.2 million at the end of 2018.

Looking ahead, for the third quarter, Alteryx expects its revenue to be in the range of $88.0 to $91.0 million, representing a year-over-year increase of 41% to 45%. The company also expects its adjusted income from operations to be in the range of $5.0 to $8.0 million and its adjusted net income per share to be in the range of $0.06 to $0.09.
For full-year 2019, Alteryx raised its revenue guidance to the range of $370.0 to $375.0 million, representing year-over-year growth of between 46% and 48%. It also forecasts its adjusted net income per share for the year to be in the range of $0.44 to $0.50


19.08.19 21:03

57842 Postings, 7269 Tage KickyZacks zu AYX

Thankfully, AYX is one of the emerging top-dog players, even though most companies and investors don't know their name or their expertise yet.
anlässlich schlechter Zahlen von NetApp  

21.08.19 07:20

2601 Postings, 686 Tage KörnigGuten Morgen ich habe die + 100% durchbrochen;)

EK lag bei knapp 60 ?/Stk.  

21.08.19 09:07

91 Postings, 738 Tage kuhneaha

Wen interessierts? über 100% hat man einige davon, sofern man Risikoaffin ist und bisschen Ahnung vom Fach hat. Wenn 6 von 10 richtig sind, hast alles richtig gemacht, denn du wirst nie in 9 von 10 Fällen recht haben ;)  

04.09.19 14:48

7 Postings, 357 Tage gerrard1987Bestes pferd im stall, neues ATH ist greifbar nahe

Ich reite das pferd weiter, frage ist nur richtigen absprung hier finden, bei schlechten zahlen wird es sowas von rasiert (>30%)  

04.09.19 15:57

2601 Postings, 686 Tage KörnigAbspringen steht für nicht noch nicht zur

Debatte. Schau dir Twillo, MogoDB, Okta, oder TTD an! Die Aktien hören gar nicht mehr auf zu laufen.
Denke hier wird das nicht anders sein!  

04.09.19 15:58

2601 Postings, 686 Tage KörnigUps

meinte MongoDB.
Was meint ihr zu Blue Prism die haben ordentlich Federn lassen müssen. Bin da mal rein  

10.09.19 08:10

57842 Postings, 7269 Tage Kickywarum viele Cloud Computing Werte heute einbrachen

weil Großinvestoren ausgestiegen sind ---Slack nach Report und Alteryx
".Massive trading volumes on a no-news kind of day typically point to large investors making changes to their portfolios. If so, we'll see some proof in a couple of months when institutional investors post their 13F filings to the Securities and Exchange Commission. ...Again, there's nothing fundamentally wrong going on in the cloud computing sector today. We're probably just watching a couple of very large holders moving out of these high valuations and into something safer. The cloud computing stocks above may stick to these lower (but still lofty) prices, or they might make a full recovery in the normal course of unpredictable market jitters.

Those are the breaks in the nosebleed section of Wall Street, where stocks are priced on their ability to grow quickly rather than on their solid financial performance. Volatility can be painful in the short term.  

10.09.19 08:17

57842 Postings, 7269 Tage KickyShareholders AYX

10.09.19 19:13

57842 Postings, 7269 Tage KickyUnterstützung bei $110 ?

Alteryx (NYSE:) has been a monster so far in 2019. Even after Monday?s 15% beating, shares are still up 102% so far for the year. Lucky for us, we named AYX one of 7 mid-cap studs to watch this year.
With AYX slicing through the 50-day like a hot knife through butter though, investors need to take some precaution. Between $107 and $110 is channel support (blue line) and the 38.2% retracement....  

10.09.19 19:41

2601 Postings, 686 Tage KörnigDas ist nicht das erste mal, das auch

mal Gewinne realisiert werden. Ich werde investiert bleiben. Bei 129 US $ hätte ich zum Glück ein paar Gewinne mitgenommen. Den Rest lasse ich gelassen liegen. Bin ja auch noch gut im Plus.  

17.09.19 12:02

57842 Postings, 7269 Tage Kicky5 Clouds where I bought the Dip

"...And finally, Alteryx -- another new one for me. I've owned big-data companies like Splunk for years, but Alteryx popped up on my radar this year as the data analytics industry consolidated, with Salesforce and Google's Alphabet making big back-to-back acquisitions early in 2019. Alteryx is still here, though, and it's posting more than respectable results as it goes it alone. Second-quarter sales surged 59% compared with a year ago.

I don't plan to stop adding to these positions -- and companies like them -- anytime soon. Digital transformation is a phrase increasingly used by top management teams to describe the rapid pace of change at the organizational level around the globe..."  

20.09.19 14:56

2601 Postings, 686 Tage KörnigAuf dem jetzigen Niveau ist unsere Aktie

nicht mehr ganz so hoch bewertet! Vielleicht für den ein oder anderen jetzt ein Kauf. EV/Sales 21,06
Gross Margin TTM 90,03%, Umsatzwachstum TTM 85,63%  

21.09.19 10:09

57842 Postings, 7269 Tage Kicky3 Top Mid-Cap Stocks to Buy Right Now

Motley Fool :
" I think the odds favor long-term success in Alteryx (NYSE: AYX), Teladoc (NYSE: TDOC), and Avalara (NYSE: AVLR). If I'm right, then I think buying these potential market leaders now after their recent sell-off will prove profit-friendly.
.... Alteryx works regardless of whether data is stored in private, cloud, or hybrid applications, and integration means it plays well with many of the database solutions commonly deployed by customers, including offerings from Microsoft and MongoDB.
Using a land-and-expand business model, Alteryx's sales force concentrates on a single point of entry into customers, then they expand that relationship to a larger audience over time. It's an approach that's paid off. It works with over 5,000 customers in more than 80 countries, including over 650 of the Global 2000 companies. For perspective, Alteryx finished last year with over 4,700 customers in 70 countries, including over 500 Global 2000 companies....Last quarter, the company delivered its 14th consecutive quarter with a 120% plus net revenue retention rate, a measure of sales relative to sales a year ago at existing clients...."  

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