BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.
This cycle feels different. Prior drawdowns were rate shocks or demand air pockets. This one is philosophical. The market is interrogating the very concept of a moat in an AI-first world. When ...
Dropbox's attractive financials are overshadowed by concerns about terminal value risk, leading to market discounting and heightened stock volatility. Management's continued R&D spending despite ...
PagerDuty Inc. (NYSE:PD) is one of the best single digit stocks to buy according to analysts. On February 5, Truist lowered its price target for PagerDuty from $16 to $12 while maintaining a Buy ...
What Is Terminal Value? Terminal value is an accounting term that defines a company’s value—or the value of a company’s project—extended beyond traditional forecasting periods. With so-called “TV,” ...