Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

A highly collaborative investment professional and US software research analyst with 10+ years of international experience in equity research, treasury operations, and trading positions across multiple asset classes at leading multinational banks Citibank and Morgan Stanley, UHNWI-backed family office and European independent equity research firm. A respectable background in equity capital markets, corporate treasury, investment banking operations, equity research analysis and portfolio management.

Investors Overreacted To Mixed Q2’22 Earnings Results. The Stock Is Set For A Rebound

Expecting Strong Growth In CY22. New CFO Will Improve Business Performance

Sumo Logic. 2QFY23 Wrap: Rising From The Ashes?

Sumo Logic. A Turning Point May Be Reached In 2H 2021

Sumo Logic. One of the Most Undervalued Unicorns in Our SaaS/Cloud Coverage Universe

Sumo Logic IPO. Attractive Valuations For Fast-Growing SaaS Unicorn

Algosun Global

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/sumo-logic-inc" target="_blank" data-smartkarma-citation="entities:29265:1" rel="noopener">Sumo Logic Inc (SUMO US)</a> , the pioneer in new category of software Continuous Intelligence, has announced strong 1Q FY22 financial results and the business continued to recover from COVID-19 pandemic. Sumo Logic shares are still down ~26% YTD while Nasdaq Composite index hit fresh all-time highs. Company made two key strategic acquisitions after IPO: Italian corporation and leader in SOAR capabilities DFLabs and leading VC-backed player in open-source monitoring Sensu, Inc. We see modest revenue growth of ~16% in FY22/FY21 and model revenue of $284M in FY23, translating to YoY revenue growth of 21%.   </p>

Sumo Logic Inc (SUMO US) , the pioneer in new category of software Continuous Intelligence, has announced strong 1Q FY22 financial results and the business continued to recover from COVID-19 pandemic. Sumo Logic shares are still down ~26% YTD while Nasdaq Composite index hit fresh all-time highs. Company made two key strategic acquisitions after IPO: Italian corporation and leader in SOAR capabilities DFLabs and leading VC-backed player in open-source monitoring Sensu, Inc. We see modest revenue growth of ~16% in FY22/FY21 and model revenue of $284M in FY23, translating to YoY revenue growth of 21%.   

Sumo Logic: Getting Back On Track, Growth Ahead