Stan Zlotsky

The quiet period following the IPO Docusign Inc (NASDAQ: DOCU) has ended, and several Wall Street analysts have weighed in on the stock. Here’s a rundown of what they’ve had to say. Voices From The Street Citi analyst Walter Prichard said DocuSign is a potential SaaS market leader....

Shares of Smartsheet Inc (NYSE: SMAR) earned the top-notch rating from Morgan Stanley following the expiry of the IPO quiet period. The Analyst Analyst Stan Zlotsky initiated coverage of Smartsheet with an Overweight rating and a $24 price target, suggesting 20 percent upside from current...

DocuSign. Inc. (NASDAQ: DOCU)’s analyst IPO quiet period ended Tuesday. Morgan Stanley weighed in on the stock, highlighting its strong brand and wide-open market. The Analyst Morgan Stanley analyst Stan Zlotsky initiated coverage on DocuSign with an Equal-weight rating and $42 price target...

Zuora Inc (NYSE: ZUO), an enterprise software company that designs SaaS applications, has a huge total addressable market opportunity as companies vie to take advantage of the recurring revenue model of the subscription economy, according to Morgan Stanley. The Analyst Analyst Stan Zlotsky...

HubSpot Inc (NYSE: HUBS), a developer of software products for inbound marketing and sales, is an unique software asset, combining growth, profitability and a strong executive, according to Morgan Stanley. The Analyst Morgan Stanley analyst Stan Zlotsky downgraded shares of HubSpot from...

Veeva Systems Inc (NYSE: VEEV), a cloud-computing company focused on the pharma and life sciences industry, is an underpriced asset within the broader SaaS universe, according to Morgan Stanley.  The Analyst Morgan Stanley analyst Stan Zlotsky upgraded Veeva Systems from Equal-weight to...

The IPO quiet period for email marketing company SendGrid Inc (NYSE: SEND) expired Monday, and the sell-side offered its take on the investability of the stock. Volume-Driven Growth Growth at SendGrid is driven by increased email volume and will benefit as overall email usage improves...

Morgan Stanley, which had an Underweight rating on NetSuite Inc (NYSE: N), has upgraded the stock to Equal Weight following its acquisition by Oracle Corporation (NYSE: ORCL) for $9.3 billion, or $109 a share. It is to be noted that the takeout price of $109 implies 11.2x EV/NTM recurring revenue...

Shares of Cvent Inc (NYSE: CVT) are up 30 percent year to date. Since its IPO, Cvent's growth has been steady in the 25 to 30 percent range. Analysts at Morgan Stanley downgraded Cvent to Underweight, noting the stock "one of the most expensive" names in SaaS. Shares of Cvent Inc, a cloud-based...