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2014年全美研究团队:软件,第1号:Kasthuri rangan

    <2014年全美研究团队 Kasthuri ranganbank美国
    Merrill Lynchfirst-Place外观:1

    总出场:6

    分析师首次亮相:2008年

    Kasthuri rangan.美国银行Merrill Lynch在这个名单上抓住了顶部点,从过去三年举行的2号职位上升。在旧金山努力工作,兰根报道25美国软件库存,并在云和大数据子区上看涨。“大型,成熟的公司已经看到增长减速,因为经济复苏的反弹是我们的反弹,这意味着他们需要更多收购和采用订阅模式,”他解释道。“Salesforce.com,VMware和Splunk等云和大数据公司处于结构优势。”客户特别赞同他的旧金山的Salesforce.com覆盖者,为客户关系管理软件服务提供。2013年6月,Salesforce宣布其有意购买印第安纳波利斯的Emarttarget,云营销平台,达到25亿美元。这是一天的一天,在股票中销售7.9%。然而,Rangan重申了他的购买评级,并指出“由大型和稀释的收购创建的悬垂股份中的股票的拉回代表了机会,因为核心增长是坚实的。”到现在为止还挺好。截至7月31日截至7月31日的财政季度一年的收入飙升37.8%,达到13.2亿美元,而且股票上升了它。 By the middle of last month, it had rocketed 51.7 percent, to $57.57, outperforming the sector by 21.9 percentage points. The 45-year-old is “one of the old guard of grizzled sell-side software analysts,” says one admirer, “who brings a wealth of insight in helping investors understand the complex model transitions impacting the sector.” Rangan began his career as a technology analyst at Robertson Stephens & Co. before moving on to become a senior analyst covering software at RBC Dain Rauscher and then Wachovia Securities. Since 2005 he has covered this sector for BofA Merrill. He holds a bachelor’s degree in mechanical engineering from the College of Engineering in Madras, India, an M.S. in industrial engineering from Louisiana State University and an MBA from Tulane University’s Freeman School of Business in New Orleans.