PLAN News and Press, Anaplan Inc. From 06/18/20

Overview We are initiating our coverage on Anaplan ( PLAN ) with an overweight rating. We believe that the company will continue to benefit from the growing global demand in connected planning longer term, despite the near-term challenges at present. The business was impacted by COVID-19,...

Since reporting earnings a few weeks ago, Anaplan ( PLAN ) has seen its shares trade down around 5%. However, with the stock still down nearly 30% from its 2020 highs, valuation appears to be in a good position for long-term investors to take advantage of. Revenue growth during Q1 came in at...

This article is part of a series that provides an ongoing analysis of the changes made to Ole Andreas Halvorsen’s 13F stock portfolio on a quarterly basis. It is based on Viking Global’s regulatory 13F Form filed on 05/13/2020. Please visit our Tracking Ole Andreas Halvorsen...

Shares of Anaplan (NYSE: PLAN) rose 12.4% in May, according to data from  S&P Global Market Intelligence . The company reported its first quarter earnings report late in the month, but that actually caused a drop in the stock price, after an early month rally. The cloud-based con...

This article is part of a series that provides an ongoing analysis of the changes made to Chase Coleman's Tiger Global Management 13F stock portfolio on a quarterly basis. It is based on Tiger Global's regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Chase Coleman's Tiger ...

Amidst pandemic-related uncertainties and recent sales execution issues , Anaplan (PLAN) reported financial results for its first quarter of fiscal 2021. The most shocking highlights were a historically low net retention rate of 117% and a growth in calculated billings of 10% - down from 25...

Another quarter of growth at Anaplan (NYSE: PLAN) got overshadowed by the disaster that has been 2020. The connected planning software company actually topped its own expectations for the first period in its 2021 fiscal year (the three months ended April 30, 2020). But new deals are getting ...

My measured move had 3050 as the goal, and we blew right past that In my defense, at the time we were bumping up against a major resistance level under 2940-2950. The chart formation pointed to a breakout and I did a simple measured move, a simple back-of-the- envelope guestimation of wher...

This article is part of a series that provides an ongoing analysis of the changes made to Stephen Mandel’s 13F portfolio on a quarterly basis. It is based on Mandel’s regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Stephen Mandel’s Lone Pine Capital P...

What can take us down? Not the riots... There are a few possibilities, but first, why are many people thinking that the market should come in a bit. I started to make the case on Friday, but with a few additional thoughts. First and foremost is a possible stupid move by the Chinese. That c...