Mathew Spencer

Solid second-quarter results from Coupa Software Inc (NASDAQ: COUP) failed to send the sell side into a frenzy. While Loop Capital Markets didn't see it as a breakout quarter, which might justify a higher valuation, JMP Securities said its valuation for the company is roughly in line with the...

After attending day one of the developer conference SIGNAL in San Francisco held this week, JMP Securities is reiterating its Market Outperform rating on API provider Twilio, Inc (NYSE: TWLO). “The good news is that we believe Twilio is doing the right things to win in this category,”...