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TUFN - Tufin Software Technologies Is Benefiting From Work From Home
Tufin Software Technologies Ltd.
With the resurgence of the pandemic in the US, we might see an increased interest in stocks that tend to benefit from the pandemic. An obvious candidate is Inseego (INSG) but we will argue that Tufin Software Technologies (TUFN) also benefits.
In our previous article, we argued that Tufin is much more "SaaS-like" than their perpetual product license business tends to suggest and, as a result, the shares are undervalued.
In this article, we'll provide the third plank of the investment thesis, which is that despite the short-term negative impact