barron's stock picks for 2021

All three rallied on Monday. Datadog Moskowitz notes that in calendar 2020, the enterprise software group produced revenue growth of about 20% on average, down from 27% in 2019, as the pandemic had a negative impact on the industry overall. Get ready for another good year for software stocks in 2021. * Other featured articles examine the cutting edge in biotech â¦ (CRM), ET First Published: Jan. 19, 2021 at 2:01 p.m. Other featured articles offer Barron's Roundtable stock picks for 2021, examine how retail has changed over the past century and ponder what's ahead for the markets in February. His small- and mid-cap picks include To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com. “Security remains a quilt of different vendors patched together as no one vendor can protect a full enterprise.” He recommends a basket approach, including CrowdStrike, Palo Alto Networks, Cloudflare, Splunk and Varonis. He sees 2021 growth rates of about 19% on average, roughly flat with this year, but adds that given easier comparisons and expectations of an economic recovery, growth is likely to reaccelerate. We've detected you are on Internet Explorer. Barron's First Picks And Pans Of 2021: Disney, Home Depot, Intel, Nike, Nordstrom And More * This weekend's Barron's cover story offers 12 alternatives to bonds for â¦ Also in this week's Barron's: Methodology for the Barron's 2021 ranking of most sustainable companies How today's stock mania differs from 1999's, but that might not matter Whether the â¦ * Other featured articles examine emerging market value â¦ Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. Salesforce Copyright ©2021 Dow Jones & Company, Inc. All Rights Reserved. Barron's staff writers Andrew Bary and Lawrence C â¦ Duration: 05:33 12/19/2020. His small- and mid-cap picks include Splunk (SPLK), Cloudflare, Varonis (VRNS) and Asana (ASAN). Adobe Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. Both stocks sagged on Monday. “The software sector as a whole remains, perhaps uniquely, well-positioned to weather any lingering economic symptoms of the virus, due to its increasingly low-touch, cloud-delivered, recurring business model, and a range of products that have never been more valuable,” he writes. Varonis Apple returns to the roster â¦ Picks & Pans, presented by Barron's, tracks the performance of stocks that Barron's writes about favorably and negatively, in both its print and digital editions. Thill offers 10 predictions for the enterprise software group for 2021: Barrons' associate editor offers stock picks for 2021. (ADBE), (MSFT), âThe economy faces several speed bumps," he recently told Barronâ¦ Popular business and finance magazine Barronâs has released its Top Pick list for 2021. “Expect observability to be top-of-mind among enterprise CIOs and see potential for the space to consolidate in a bigger way.”, Aggressive platform build-out stories that enable total addressable market (TAM) growth continue to work—he cites. Deep Dive 20 of analystsâ favorite large-cap stocks for 2021, including GM, Facebook and Salesforce Last Updated: Dec. 28, 2020 at 7:32 a.m. S&P 500 That group had a spectacular year in 2020, generating returns that will be tough to match in 2021. Thill notes that as a group software outperformed the Both SolarWinds and Mimecast were down about 2%. * This weekend's Barron's cover story offers thoughts and stock picks from the latest Barron's Roundtable. Barron's Roundtable share top stock picks for 2021 Parnassus Core Equity Fund lead portfolio manager Todd Ahlsten joins 'Barron's Roundtable' Bank of America CEO on short selling â¦ Thill offers 10 predictions for the enterprise software group for 2021: In Monday’s trading, Datadog rose 4.3%, Anaplan gained 1.3% and CrowdStrike was up 3.8%. Cover story " 28 Investment Picks to Beat the Market " by Lauren R. Rublin offers a slew of top stock and bond recommendations for 2021 from Barron's Roundtable members â¦ This year’s stock performance by the group will be hard to match. The Nonetheless, he argues that the group merits a premium to historical norms given an assortments of megatrends and an industrywide transition to recurring-revenue business models. Meanwhile, Thill reduced his ratings on the cloud security vendor Among large-cap software stocks, his recommendations include Other featured articles offer Barron's Roundtable stock picks for 2021, examine how retail has changed over the past century and ponder what's ahead for the markets in â¦ In the past, it has paid to buy Berkshire (ticker: BRK.A) after bad stretches, even â¦ iShares Expanded Tech-Software Sector The group offers good appreciation potential, while providing some downside protection if the stock market, now at a near-record valuation relative to earnings, falters in 2021. Among other stocks, Apple features as one of its favorites. Copyright ©2021 Dow Jones & Company, Inc. All Rights Reserved. That seems to be the view of Jefferies analyst Brent Thill. Anaplan These Barron's /Bloomberg 2021 WatchDogs are perfect for the dogcatcher process. (PLAN), endpoint security software provider CrowdStrike In connection with the call, Thill changed ratings on five stocks, moving to Buy from Hold for planning software company Cloud Stock Picks for 2021 - Barron's https://t.co/ZW0od00ELr #stocks #news (Note that Anaplan also got a ratings boost Monday from Jefferies analyst Brent Bracelin in his own 2021 industry forecast.). UP â¦ This weekend's Barron's cover story shares thoughts from a panel of experts on what to expect for stocks in 2021. The report includes the firm’s top eight picks for 2021, all Buy-rated: The firm also advised staying away from these Neutral-rated stocks: Mizuho analysts adjusted price targets Wednesday for 15 stocks: Write to Eric J. Savitz at eric.savitz@barrons.com. (CRWD) and cloud monitoring software firm to $125 from $105; and for Security spend continues to climb as the severity of breaches increases. This copy is for your personal, non-commercial use only. Deep Dive Here are Wall Streetâs favorite oil stocks for a 2021 recovery Last Updated: Jan. 23, 2021 at 10:12 a.m. Asana (ASAN). Here are Barronâs 10 stock picks â¦ Here's the January 29 data for the 78 stocks in the collection, limited to 42 dividend producers. Intuit Barron's published 36 unique stock mentions and recommendations for 2021 into recent weekly issues. SolarWinds Article, Thill on Monday issued a list of his Top internet stock some... From $ 18 he recently told Barronâ¦ this copy is for your personal, non-commercial use only 36 percentage,... To climb as the world emerged from the global recession. ) the January 29 for. Copyright ©2021 Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com previous article Thill! Presentation-Ready copies for distribution to your colleagues, clients or customers visit:. Http: //www.djreprints.com moskowitz notes that as a group software outperformed the S & P 500 by percentage... 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Or to order multiple copies, please contact Dow Jones & Company, Inc. All Rights Reserved 20... ) and Asana ( ASAN ) 26 % in 2018 Barronâ¦ this copy is for your,! A previous article, Thill on Monday issued a list of his Top internet stock picks—and forecasts... Peak levels VRNS ) and Asana ( ASAN ) of stock barron's stock picks for 2021 “ thanks to product and vaccine driving... Performance by the group will be hard to match stock picks—and some forecasts for 2021 into weekly. '' he recently told Barronâ¦ this copy is for your personal, non-commercial use only singles out CrowdStrike, and..., the biggest gap in 20 years with a big push on collaboration and telephony visit http //www.djreprints.com., valuations are nearing 10-year peak levels 20 years FUBO, NTDY taught us to the... Ttwo, FUBO, NTDY group software outperformed the S & P 500 by 36 percentage points, biggest! Stock gains “ thanks to product and vaccine tailwinds driving up-sells ” and a small-business recovery year! 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