La catena delle opzioni mostra i dati chiave delle opzioni azionarie di SolarWinds a vari prezzi di esercizio e date di scadenza. I trader utilizzano queste informazioni per analizzare potenziali operazioni e valutare il sentiment del mercato per SolarWinds..

SolarWinds (NYSE:SWI) Azioni, Catena delle Opzioni

SolarWinds

SolarWinds Corp is a provider of information technology (IT), and management software. Company offers full-stack observability solutions. The company's business is focused on building products that enable technology professionals and leaders to securely monitor and manage the performance of their IT environments, whether on-premises, in the cloud or in hybrid deployments. The products offered are designed to monitor and manage networks, systems, databases and applications across on-premises, multi-cloud and hybrid IT environments without the need for customization or professional services.

SolarWinds Corp

Latham Group Inc

Solowin Holdings Ltd

Swingby

Southwest Iowa Renewable Energy LLC Units Series -A-

Southwest Iowa Renewable Energy LLC

SEKUR PRIVATE DATA LTD by SEKUR PRIVATE DATA LTD.

Sekur Private Data Ltd

Jason Bliss, Chief Administrative Officer at SolarWinds (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>), disclosed an insider sell on November 6, according to a recent SEC filing.
What Happened: A Form 4 filing from the <a href="https://www.sec.gov/Archives/edgar/data/0001739942/000173994224000127//Archives/edgar/data/1739942/000173994224000127/0001739942-24-000127-index.htm">U.S. Securities and Exchange Commission</a> on Wednesday showed that Bliss sold 135,000 shares of SolarWinds. The total transaction amounted to $1,757,700. 
The latest update on Wednesday morning shows SolarWinds shares up by 0.45%, trading at $13.47.
<h3>Get to Know SolarWinds Better</h3>
SolarWinds Corp is a provider of information technology (IT), and management software. Company offers full-stack observability solutions. The company's business is focused on building products that enable technology professionals and leaders to securely monitor and manage the performance of their IT environments, whether on-premises, in the cloud or in hybrid deployments. The products offered are designed to monitor and manage networks, systems, databases and applications across on-premises, multi-cloud and hybrid IT environments without the need for customization or professional services.
<h3>SolarWinds: Financial Performance Dissected</h3>
Positive Revenue Trend: Examining SolarWinds's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 5.5% as of 30 September, 2024, showcasing a substantial increase in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Key Profitability Indicators:
<ul>
<li>
Gross Margin: Achieving a high gross margin of 89.49%, the company performs well in terms of cost management and profitability within its sector.
</li>
<li>
Earnings per Share (EPS): SolarWinds's EPS is below the industry average. The company faced challenges with a current EPS of 0.07. This suggests a potential decline in earnings.
</li>
</ul>
Debt Management: With a below-average debt-to-equity ratio of 0.92, SolarWinds adopts a prudent financial strategy, indicating a balanced approach to debt management.
Valuation Metrics: A Closer Look
<ul>
<li>
Price to Earnings (P/E) Ratio: The current P/E ratio of 60.95 is below industry norms, indicating potential undervaluation and presenting an investment opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: With a P/S ratio of 2.93 below industry standards, the stock shows potential undervaluation, making it an appealing investment option for those focusing on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): At 12.47, SolarWinds's EV/EBITDA ratio reflects a below-par valuation compared to industry averages signalling undervaluation
</li>
</ul>
Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.
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<h3>Understanding the Significance of Insider Transactions</h3>
Investors should view insider transactions as part of a multifaceted analysis and not rely solely on them for decision-making.
When discussing legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated in Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are required to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
A new purchase by a company insider is a indication that they anticipate the stock will rise.
On the other hand, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Understanding Crucial Transaction Codes</h3>
When analyzing transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> tend to focus on those in the open market, detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase,while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001739942">Check Out The Full List Of SolarWinds's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

Insider Trades

Trading Ideas

Insider Transaction: Jason Bliss Sells $1.76M Worth Of SolarWinds Shares

Baird analyst Rob Oliver maintains SolarWinds (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>) with a Neutral and raises the price target from $14 to $15.

Price Target

Analyst Ratings

Baird Maintains Neutral on SolarWinds, Raises Price Target to $15

SolarWinds Corp&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>)&nbsp;reported a fiscal third-quarter 2024 revenue growth of 6% year-on-year to $200.03 million, beating the&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/24/10/b41650528/solarwinds-announces-third-quarter-2024-results" rel="noreferrer noopener">analyst consensus estimate of $194.04 million</a>.&nbsp;
Adjusted EPS of 27 cents beat the <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">analyst consensus estimate of 25 cents</a>. The stock price gained after the print.
Maintenance revenue declined 5% year-over-year at $110.63 million. Subscription revenue climbed 30.1% year-over-year to $76.46 million, while License revenue declined 10.3% to $12.93 million.
Also Read: <a href="https://www.benzinga.com/news/24/10/41389057/solarwinds-plans-riyadh-office-in-2025-citing-growing-tech-investment" target="_blank" rel="noreferrer noopener">SolarWinds Plans Riyadh Office In 2025, Citing Growing Tech Investment</a>
The adjusted gross margin decreased by 30 bps to 90.5%, and the adjusted EBITDA margin increased by 310 bps to 48.0%.
SolarWinds held $199.2 million in cash and equivalents as of September 30, 2024.
Outlook: SolarWinds expects fourth-quarter revenue of $201 million — $204 million, versus the <a href="https://www.benzinga.com/calendars/guidance" target="_blank" rel="noreferrer noopener">consensus of $203.11 million</a>. It projects an adjusted EPS of 27 cents — 28 cents versus the consensus of 25 cents.
SolarWinds expects fiscal 2024 revenue of $788 million — $791 million (<a href="https://www.benzinga.com/news/earnings/24/08/40103907/cybersecurity-stock-solarwinds-plunges-after-q2-beat-guidance-boost" target="_blank" rel="noreferrer noopener">prior $778 million—$788 million</a>) versus the consensus of $783.68 million.
SolarWinds expects fiscal 2024 adjusted EPS of $1.08 — $1.09 (prior $1.04—$1.08) versus the consensus of $1.06.
SolarWinds stock gained close to 40% in the last 12 months.
Price Action: SolarWinds stock is up 3.58% at $12.86 at the last check Thursday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/government/24/10/41470706/sec-charges-four-companies-over-solarwinds-hacks-issues-millions-in-penalties" target="_blank" rel="noreferrer noopener">SEC Charges Four Companies Over SolarWinds Hacks, Issues Millions In Penalties</a></li>
</ul>

Earnings

Guidance

SolarWinds Q3 Earnings: Subscription Gains Drive Revenue, Raises Full-Year Forecast

Financial Outlook for Full Year of 2024
SolarWinds' management currently expects to achieve the following results for the full year of 2024:
<ul>
<li>Total revenue in the range of $788 to $791 million, representing growth of approximately 4% over the full year of 2023 total revenue at the midpoint of the range.</li>
<li>Adjusted EBITDA of approximately $376 to $379 million, representing growth of approximately 15% over the full year of 2023 adjusted EBITDA at the midpoint of the range.</li>
<li>Non-GAAP diluted earnings per share of $1.08 to $1.09.</li>
<li>Weighted average outstanding diluted shares of approximately 173.9 million.</li>
</ul>

SolarWinds Corp Expects FY24 Revenue Of $788M-$791M (Prior $778M-$788M) Vs $783.68M Est, Adj EPS Of $1.08-$1.09 (Prior $1.04-$1.08) Vs $1.06 Est

Financial Outlook for Fourth Quarter of 2024
SolarWinds' management currently expects to achieve the following results for the fourth quarter of 2024:
<ul>
<li>Total revenue in the range of $201 to $204 million, representing growth of approximately 2% as compared to the fourth quarter of 2023 total revenue at the midpoint of the range.</li>
<li>Adjusted EBITDA of approximately $95 to $98 million, representing growth of approximately 11% over the fourth quarter of 2023 adjusted EBITDA at the midpoint of the range.</li>
<li>Non-GAAP diluted earnings per share of $0.27 to $0.28.</li>
<li>Weighted average outstanding diluted shares of approximately 175.0 million.</li>
</ul>

SolarWinds Corp Expects Q4 Revenue Of $201M-$204M Vs $203.1M Est, Adj EPS Of $0.27-$0.28 Vs $0.25 Est

Earnings Beats

SolarWinds Q3 2024 Adj. EPS $0.27 Beats $0.25 Estimate, Sales $200.025M Beat $194.035M Estimate

SolarWinds (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>) will release its quarterly earnings report on Thursday, 2024-10-31. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate SolarWinds to report an earnings per share (EPS) of $0.25.
Investors in SolarWinds are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.
It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.
<h3>Performance in Previous Earnings</h3>
In the previous earnings release, the company beat EPS by $0.03, leading to a 4.22% drop in the share price the following trading session.
Here's a look at SolarWinds's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
<th>Q3 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.23</td>
<td>0.22</td>
<td>0.21</td>
<td>0.18</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.26</td>
<td>0.29</td>
<td>0.24</td>
<td>0.23</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-4.0%</td>
<td>1.0%</td>
<td>-1.0%</td>
<td>2.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2024/1730314917_0.png" alt="eps graph" />
<h3>Analyst Views on SolarWinds</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding SolarWinds.
Analysts have given SolarWinds a total of 2 ratings, with the consensus rating being Neutral. The average one-year price target is $13.5, indicating a potential 8.0% upside.
<h3>Understanding Analyst Ratings Among Peers</h3>
The analysis below examines the analyst ratings and average 1-year price targets of N-able, Zuora and Progress Software, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.
<ul>
<li>N-able received a Buy consensus from analysts, with an average 1-year price target of $16.5, implying a potential 32.0% upside.</li>
<li>Analysts currently favor an Buy trajectory for Zuora, with an average 1-year price target of $13.25, suggesting a potential 6.0% upside.</li>
<li>Analysts currently favor an Buy trajectory for Progress Software, with an average 1-year price target of $70.5, suggesting a potential 464.0% upside.</li>
</ul>
<h3>Summary of Peers Analysis</h3>
The peer analysis summary presents essential metrics for N-able, Zuora and Progress Software, unveiling their respective standings within the industry and providing valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>SolarWinds</td>
<td>Neutral</td>
<td>4.44%</td>
<td>$173.00M</td>
<td>0.86%</td>
</tr>
<tr>
<td>N-able</td>
<td>Buy</td>
<td>12.60%</td>
<td>$100.28M</td>
<td>1.32%</td>
</tr>
<tr>
<td>Zuora</td>
<td>Buy</td>
<td>6.80%</td>
<td>$78.10M</td>
<td>-4.36%</td>
</tr>
<tr>
<td>Progress Software</td>
<td>Buy</td>
<td>2.11%</td>
<td>$149.62M</td>
<td>6.88%</td>
</tr>
</tbody>
</table>

Key Takeaway:
SolarWinds ranks at the bottom for Revenue Growth among its peers. It is in the middle for Gross Profit. For Return on Equity, SolarWinds is at the bottom compared to its peers.
<h3>Unveiling the Story Behind SolarWinds</h3>
SolarWinds Corp is a provider of information technology (IT), and management software. Company offers full-stack observability solutions. The company's business is focused on building products that enable technology professionals and leaders to securely monitor and manage the performance of their IT environments, whether on-premises, in the cloud or in hybrid deployments. The products offered are designed to monitor and manage networks, systems, databases and applications across on-premises, multi-cloud and hybrid IT environments without the need for customization or professional services.
<h3>SolarWinds: Financial Performance Dissected</h3>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: SolarWinds's remarkable performance in 3 months is evident. As of 30 June, 2024, the company achieved an impressive revenue growth rate of 4.44%. This signifies a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: SolarWinds's net margin is impressive, surpassing industry averages. With a net margin of 5.75%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 0.86%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): SolarWinds's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 0.35%, the company showcases efficient use of assets and strong financial health.
Debt Management: SolarWinds's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.97, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<a href="https://www.benzinga.com/quote/SWI/earnings">To track all earnings releases for SolarWinds visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Look at SolarWinds's Upcoming Earnings Report

The U.S. Securities and Exchange Commission (SEC) charged four major companies — Unisys Corp.(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UIS#NYSE">UIS</a>), Avaya Holdings Corp., Check Point Software Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>) and Mimecast — with making materially misleading public disclosures related to <a href="https://www.benzinga.com/topic/cybersecurity">cybersecurity risks and breaches</a>.
SEC argued these four companies downplayed the seriousness of the SolarWinds Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>) Orion software supply chain attack in their filings, potentially misleading investors about the true impact of the breaches.
"As today's enforcement actions reflect, while public companies may become targets of cyberattacks, it is incumbent upon them to not further victimize their shareholders or other members of the investing public by providing misleading disclosures about the cybersecurity incidents they have encountered,"<a href="https://www.sec.gov/newsroom/press-releases/2024-174"> said</a> Sanjay Wadhwa, acting director of the SEC's Division of Enforcement.
Unisys, a major IT services provider, was hit with an additional charge for failing to implement proper disclosure controls and procedures. The company will pay a $4 million civil penalty, the highest among the four.
The SEC found that Unisys described cybersecurity risks as hypothetical in its public disclosures despite knowing that two SolarWinds-related breaches occurred, resulting in the exfiltration of gigabytes of data. According to the SEC, Unisys&#8217; disclosures were "materially misleading" partly due to its deficient internal controls.
Other fines include $1 million for Avaya, $995,000 for Check Point and $990,000 for Mimecast.
Avaya, a telecommunications firm, claimed the SolarWinds hackers accessed only a "limited number of email messages," while SEC findings revealed the cybercriminals accessed at least 145 files in Avaya's cloud file-sharing environment.
Check Point, an Israeli cybersecurity firm, allegedly minimized the breach by using vague descriptions of the cyber intrusions and their potential risks.
Mimecast, which specializes in cloud email and data security, was found to have underreported the extent of the attack by failing to disclose the type of code exfiltrated and the number of encrypted credentials compromised.
The SolarWinds hack was a major cyberattack in 2020, during which Russian state-sponsored hackers inserted malicious code into SolarWinds' Orion software. This &#8220;Sunburst&#8221; malicious code provided attackers with remote access to the systems of thousands of organizations, including private-sector firms such as Microsoft and FireEye and major U.S. government departments such as Homeland Security and Treasury.
Although the companies have not admitted to or denied the SEC&#8217;s findings, they have agreed to pay the fines and take corrective measures to strengthen their cybersecurity practices.
The SEC filed a lawsuit in October 2023, but this July U.S. District Judge Paul Engelmayer dismissed most of the accusations against SolarWinds, ruling that claims of defrauding investors were speculative.
Read Next:<a href="https://www.benzinga.com/news/large-cap/24/10/41465485/openai-appoints-former-uber-exec-as-compliance-officer-to-oversee-regulatory-issues"> </a> • <a href="https://www.benzinga.com/news/large-cap/24/10/41465485/openai-appoints-former-uber-exec-as-compliance-officer-to-oversee-regulatory-issues">OpenAI Appoints Former Uber Exec As Compliance Officer To Oversee Regulatory Issues</a>

Photo: Shutterstock

Government

Regulations

Legal

Global

Tech

CHKP

SEC Charges Four Companies Over SolarWinds Hacks, Issues Millions In Penalties

SolarWinds Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>) is eyeing a new office in Saudi Arabia&#8217;s Riyadh in 2025, citing its requirements for sophisticated technology and investment rates.
The enterprise software developer reported double-digit growth annually since it opened an office in Dubai in 2022, Bloomberg <a href="https://www.bloomberg.com/news/articles/2024-10-17/solarwinds-plans-riyadh-office-as-mideast-sales-boom-ceo-says?srnd=phx-technology&amp;sref=TBDibEcD" target="_blank" rel="noreferrer noopener">cited</a> from an interview with CEO Sudhakar Ramakrishna.
The company is also evaluating moving its headquarters for Europe, the Middle East and Africa from Cork, Ireland, to its Dubai office.
Also Read: <a href="https://www.benzinga.com/news/24/10/41323155/nvidia-amd-face-chip-export-curbs-as-biden-administration-considers-restrictions-on-middle-east-coun" target="_blank" rel="noreferrer noopener">Nvidia, AMD Face Chip Export Curbs, As Biden Administration Considers Restrictions On Middle-East Countries, Others: Report</a>
Saudi Arabia is vying for foreign investors to accomplish Crown Prince&nbsp;Mohammed bin Salman&#8217;s goal of diversifying the economy away from oil.
Prior reports indicated the U.S. and Saudi Arabia are nearing a historic agreement that includes security guarantees and a path to diplomatic ties with Israel. Saudi Arabia&#8217;s growing demand for semiconductors and data centers was a key factor <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/05/38577767/semiconductors-are-the-new-oil-wealth-manager-says-saudi-arabias-need-for-data-cent" target="_blank" rel="noreferrer noopener">driving the potential deal</a>.
SolarWinds reported a <a href="https://www.benzinga.com/news/earnings/24/08/40103907/cybersecurity-stock-solarwinds-plunges-after-q2-beat-guidance-boost" target="_blank" rel="noreferrer noopener">fiscal second-quarter 2024</a> topline growth of 4% to $193.3 million, beating the&nbsp;analyst consensus of $188.7 million.&nbsp;It expects third-quarter revenue of $191 million — $196 million, above the&nbsp;consensus estimate of $188.67 million.
The stock gained 37% in the past 12 months. On Sept. 13, Scotiabank analyst Patrick Colville initiated coverage on SolarWinds with a Sector Perform rating and a <a href="https://www.benzinga.com/quote/SWI/analyst-ratings" target="_blank" rel="noreferrer noopener">price target of&nbsp;$13</a>.
SWI Price Action:&nbsp;SolarWinds stock is up 0.39% at $12.92 at publication Thursday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/10/41379896/wipro-q2-earnings-it-services-revenue-decline-2-proposes-1-1-stock-bonus" target="_blank" rel="noreferrer noopener">Wipro Q2 Earnings: IT Services Revenue Decline 2%, Proposes 1:1 Stock Bonus</a></li>
</ul>

SolarWinds Plans Riyadh Office In 2025, Citing Growing Tech Investment

Scotiabank analyst Patrick Colville initiates coverage on SolarWinds (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>) with a Sector Perform rating and announces Price Target of $13.

Initiation

Scotiabank Initiates Coverage On SolarWinds with Sector Perform Rating, Announces Price Target of $13

Easwaran Sundaram, Board Member at SolarWinds (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>), reported an insider sell on August 7, according to a new SEC filing. 
What Happened: Sundaram's recent Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001739942/000173994224000098//Archives/edgar/data/1739942/000173994224000098/0001739942-24-000098-index.htm">U.S. Securities and Exchange Commission</a> on Wednesday unveiled the sale of 30,000 shares of SolarWinds. The total transaction value is $331,800.
During Thursday's morning session, SolarWinds shares up by 0.24%, currently priced at $12.66.
<h3>All You Need to Know About SolarWinds</h3>
SolarWinds Corp is a provider of information technology (IT), and management software. Company offers full-stack observability solutions. The company's business is focused on building products that enable technology professionals and leaders to securely monitor and manage the performance of their IT environments, whether on-premises, in the cloud or in hybrid deployments. The products offered are designed to monitor and manage networks, systems, databases and applications across on-premises, multi-cloud and hybrid IT environments without the need for customization or professional services.
<h3>Breaking Down SolarWinds's Financial Performance</h3>
Revenue Growth: SolarWinds's revenue growth over a period of 3 months has been noteworthy. As of 30 June, 2024, the company achieved a revenue growth rate of approximately 4.44%. This indicates a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Information Technology sector.
Profitability Metrics: Unlocking Value
<ul>
<li>
Gross Margin: The company maintains a high gross margin of 89.52%, indicating strong cost management and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): SolarWinds's EPS is below the industry average, signaling challenges in bottom-line performance with a current EPS of 0.07.
</li>
</ul>
Debt Management: SolarWinds's debt-to-equity ratio is below the industry average. With a ratio of 0.97, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
Valuation Metrics: A Closer Look
<ul>
<li>
Price to Earnings (P/E) Ratio: The P/E ratio of 105.25 is lower than the industry average, implying a discounted valuation for SolarWinds's stock.
</li>
<li>
Price to Sales (P/S) Ratio: With a lower-than-average P/S ratio of 2.76, the stock presents an attractive valuation, potentially signaling a buying opportunity for investors interested in sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): SolarWinds's EV/EBITDA ratio, lower than industry averages at 12.54, indicates attractively priced shares.
</li>
</ul>
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
<a href="https://www.schwab.com/brokerage?aff=XEC">Now trade stocks online commission free with Charles Schwab, a trusted and complete investment firm.</a>
<h3>Delving Into the Significance of Insider Transactions</h3>
Insider transactions are not the sole determinant of investment choices, but they are a factor worth considering.
In the realm of legality, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities under Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are required to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
Notably, when a company insider makes a new purchase, it is considered an indicator of their positive expectations for the stock.
Conversely, insider sells may not necessarily signal a bearish stance on the stock and can be motivated by various factors.
<h3>Unlocking the Meaning of Transaction Codes</h3>
In the domain of transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> frequently turn their focus to those taking place in the open market, as meticulously outlined in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001739942">Check Out The Full List Of SolarWinds's Insider Trades.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Board Member Of SolarWinds Sold $331K In Stock

SolarWinds Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>) will replace SunPower Corp. (NASD: SPWR) in the S&amp;P SmallCap 600 effective prior to the opening of trading on&nbsp;Friday, August 9. SunPower has filed for Chapter 11 bankruptcy and is no longer eligible for continued inclusion in the S&amp;P SmallCap 600.

SPWR

Reported Earlier, SolarWinds To Join S&P SmallCap 600, Replacing SunPower Following Bankruptcy Filing

SunPower has filed for Chapter 11 bankruptcy and is no longer eligible for continued inclusion in the S&amp;P SmallCap 600

SolarWinds To Replace SunPower In S&P SmallCap 600, Effective Prior To The Opening Of Trading On August 9

Baird analyst Rob Oliver maintains SolarWinds (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>) with a Neutral and lowers the price target from $15 to $14.

Baird Maintains Neutral on SolarWinds, Lowers Price Target to $14

Editor&#8217;s note: This story has been updated to more accurately describe SolarWinds as a software company. SolarWinds is a provider of observability and IT management software.
SolarWinds Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>) reported a fiscal second-quarter 2024 revenue growth of 4% year-on-year to $193.3 million, beating the <a href="https://www.benzinga.com/pressreleases/24/08/b40097428/solarwinds-announces-second-quarter-2024-results" target="_blank" rel="noreferrer noopener">analyst consensus estimate of $188.7 million</a>. 
Adjusted EPS of 26 cents beat the&nbsp;<a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">analyst consensus estimate of $0.23</a>. The stock price slid after the print.
Maintenance revenue declined 5%&nbsp;Y/Y at $110.3&nbsp;million.&nbsp;Subscription revenue climbed 31.2%&nbsp;Y/Y&nbsp;to $70 million, while License revenue declined 17.2% to $12.9 million.
Also Read: <a href="https://www.benzinga.com/news/24/07/40042567/microsoft-365-outage-users-report-issues-with-outlook-website-and-app">Microsoft 365 Outage: Users Report Issues with Outlook, Website, and App</a>
The adjusted gross margin increased by 50 bps to 90.8%, and the adjusted EBITDA margin increased by 510 bps to 47.9%.
SolarWinds held $169.6 million in cash and equivalents as of June 30, 2024.
Outlook: SolarWinds expects third-quarter revenue of $191 million—$196 million, versus the <a href="https://www.benzinga.com/calendars/guidance" target="_blank" rel="noreferrer noopener">consensus of $188.67 million</a>. It projects&nbsp;an adjusted&nbsp;EPS of 24 cents — 26 cents versus the&nbsp;consensus of 23 cents.
SolarWinds&nbsp;expects fiscal 2024 revenue of $778—$788 million (<a target="_blank" href="https://www.benzinga.com/news/earnings/24/05/38587276/software-developer-solarwinds-stock-shines-after-q1-earnings-heres-why" rel="noreferrer noopener">prior $771 million—$786&nbsp;million</a>) versus the consensus of $779.31 million.
SolarWinds expects fiscal 2024 adjusted EPS of $1.04—$1.08 (prior $1.00—$1.04) versus the&nbsp;consensus of $1.03.
SolarWinds&nbsp;stock gained over 12% in the last 12 months.
Price Action: SWI shares traded lower by 2.43% at $11.64&nbsp;at the last check Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/news/large-cap/24/08/40099281/bank-of-england-reduces-16-year-high-interest-rates-in-divided-decision-as-inflation-hits-2" target="_blank" rel="noreferrer noopener">Bank Of England Reduces 16-Year High Interest Rates In Divided Decision As Inflation Hits 2%</a></li>
</ul>

Software Stock SolarWinds Plunges After Q2 Beat, Guidance Boost (UPDATED)

Financial&nbsp;Outlook&nbsp;for Full Year of 2024
SolarWinds&#39; management currently expects to achieve the following results for the full year of 2024:
<ul>
<li>Total revenue in the range of&nbsp;$778&nbsp;to&nbsp;$788 million, representing growth of approximately&nbsp;3%&nbsp;over the full year of 2023 total revenue at the midpoint of the range.</li>
<li>Adjusted EBITDA of approximately&nbsp;$368&nbsp;to&nbsp;$375 million, representing growth of approximately&nbsp;13%&nbsp;over the full year of 2023 adjusted EBITDA at the midpoint of the range.</li>
<li>Non-GAAP diluted earnings per share of&nbsp;$1.04&nbsp;to&nbsp;$1.08.</li>
<li>Weighted average outstanding diluted shares of approximately 173.8 million.</li>
</ul>

SolarWinds Corp Expects FY24 Revenue Of $778M-$788M Vs $779.31M Est, Adj EPS Of $1.04-$1.08 Vs $1.03 Est

Financial&nbsp;Outlook&nbsp;for&nbsp;Third Quarter&nbsp;of 2024
SolarWinds&#39; management currently expects to achieve the following results for the&nbsp;third quarter&nbsp;of 2024:
<ul>
<li>Total revenue in the range of&nbsp;$191&nbsp;to&nbsp;$196 million, representing growth of approximately&nbsp;2%&nbsp;as compared to the&nbsp;third quarter&nbsp;of 2023 total revenue at the midpoint of the range.</li>
<li>Adjusted EBITDA of approximately&nbsp;$90&nbsp;to&nbsp;$93 million, representing growth of approximately&nbsp;8%&nbsp;over the&nbsp;third quarter&nbsp;of 2023 adjusted EBITDA at the midpoint of the range.</li>
<li>Non-GAAP diluted earnings per share of&nbsp;$0.24&nbsp;to&nbsp;$0.26.</li>
<li>Weighted average outstanding diluted shares of approximately 173.6 million.</li>
</ul>

SolarWinds Corp Expects Q3 Revenue Of $191M-$196M Vs $194.395M Est, Adj EPS Of $0.24-$0.26 Vs $0.25 Est

SolarWinds Q2 2024 Adj. EPS $0.26 Beats $0.23 Estimate, Sales $193.250M Beat $188.665M Estimate

U.S. Judge Dismisses Most Of SEC Lawsuit Accusing SolarWinds Of Concealing Cyber Risks Prior To Hacking

<a href="https://www.bleepingcomputer.com/news/security/solarwinds-serv-u-path-traversal-flaw-actively-exploited-in-attacks/" title="https://www.bleepingcomputer.com/news/security/solarwinds-serv-u-path-traversal-flaw-actively-exploited-in-attacks/">https://www.bleepingcomputer.com/news/security/solarwinds-serv-u-path-traversal-flaw-actively-exploited-in-attacks/</a>

'SolarWinds Serv-U path-traversal flaw actively exploited in attacks' - BleepingComputer

SolarWinds Non-GAAP EPS of $0.27 beats by $0.02, revenue of $200M beats by $5.97M

Sees FY24 revenue $788M-$791M, consensus $783.7M. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial n...

SolarWinds sees FY24 EPS  $1.08-$1.09 , consensus $1.06

Sees Q4 revenue $ $201M-$204M , consensus $203.11M. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial...

SolarWinds sees Q4 EPS 27c-28c, consensus 25c

Reports Q3 revenue $200M, consensus $194.03M."We delivered another solid quarter, once again highlighted by total revenue and adjusted EBITDA above...

SolarWinds reports Q3 EPS 27c, consensus 25c

SolarWinds Corporation (SWI) Q3 2024 Earnings Call Transcript

SolarWinds Corporation 2024 Q3 - Results - Earnings Call Presentation

Solarwinds Corp ( ($SWI) ) has released its Q3 earnings. Here is a breakdown of the information Solarwinds Corp presented to its investors. SolarWi...

SolarWinds Reports Solid Q3 2024 Financial Results

Baird analyst Rob Oliver raised the firm's price target on SolarWinds (SWI) to $15 from $14 and keeps a Neutral rating on the shares. The firm said...

SolarWinds price target raised to $15 from $14 at Baird

Analysts fell to the sidelines weighing in on SolarWinds (SWI – Research Report), Atlassian (TEAM – Research Report) and Open Text (OTEX – Research...

Analysts' Top Technology Picks: SolarWinds (SWI), Atlassian (TEAM)

HubSpot (HUBS) reported strong financial results in the recently reported quarter, beating analysts' estimates easily. While HUBS' diverse portfolio, strategic acquisitions, and technological innovation position it for success, its elevated valuation and market competition present lingering risks that could hinder its growth. So, should you buy this stock after its earnings release? Read more to find out... HubSpot, Inc. (<a href="https://stocknews.com/stock/HUBS/">HUBS</a>) is a leader in marketing software. It provides a cloud-based customer relationship management (CRM) platform for businesses. The company recently reported strong financial results, beating the analysts' expectations and matching its guidance. Its strong earnings and revenue growth have positioned it as a compelling investment option.
HUBS' stock has been on a growth rally this year, attracting investors for a long-term run. The stock has gained 21.6% over the past month and 44.6% over the past year to close the last trading session at $677.07.
Further, the company stands to outperform in the coming periods with the rapid evolution in digital technologies, especially AI, which HUBS is increasingly incorporating into its operations. Also, with the rising prevalence of social media, online platforms, and other digital channels, HubSpot's growth opportunities are endless.
During the third quarter, HubSpot acquired Cacheflow, resulting in domain expertise in billing and CPQ. Also, the company introduced Breeze and Breeze Intelligence, its newest innovations for powering the customers platform. The company is making strong strides in expanding its operations in the segment and firming its market position even further.
Let's look at factors that could influence HUBS' performance in the upcoming months.
Positive Recent Developments
On October 30, HUBS successfully completed the acquisition of Cacheflow, a leading B2B Billing Management and CPQ Solution. Now, Cacheflow is a wholly owned subsidiary of HubSpot and will be integrated as an offering within Commerce Hub over time.
With this strategic acquisition, HUBS will gain domain expertise in billing and CPQ. This will enable the company to build these critical features directly into Commerce Hub, providing its customers with an experience that automates revenue management and shortens the sales cycle.
On September 18, HUBS introduced Breeze, an embedded AI with a new Copilot and four Breeze agents to power the customer platform. It includes over 80 more features embedded across the platform, from remixing content to predicting sales forecasts.
The company also launched Breeze Intelligence offering data enrichment, Buyer intent, and Form shortening to increase conversion. HUBS also announced updates to Marketing Hub and Content Hub, giving marketers new tools for growth.
On the same date, HUBS and Amplitude, Inc. (AMPL), a leading digital analytics platform, announced a global strategic partnership to help Go To Market (GTM) teams close more deals. This strategic partnership will enable GTM teams to automatically prioritize leads, improve sales conversion, and retain more customers.
Stable Financials
For the third quarter that ended September 30, 2024, HUBS reported total revenue of $669.72 million, up 20.1% from the prior year's quarter. Its gross profit for the quarter grew 20.9% from the year-ago value to $570.40 million. The company's non-GAAP <a href="https://www.investopedia.com/terms/n/netincome.asp">net income</a> came in at $116.60 million and $2.18 per share, reflecting growth of 37.3% and 34.6% year-over-year, respectively.
Furthermore, the company's non-GAAP free cash flow increased 99.6% year-over-year to $129.23 million. Also, HUBS' total assets stood at $3.56 billion as of September 30, 2024, compared to $3.07 billion as of December 31, 2023.
The company issued its guidance for the fourth quarter, anticipating total revenue between $672 and $674 million. It also expects non-GAAP operating income to range from $128 million to $129 million and non-GAAP net income per common share to be $2.18 to $2.20.
For the full year 2024, the company's total revenue is expected to be $2.597 billion to $2.599 billion. HUBS' non-GAAP operating income is set at $455 million - $456 million. Non-GAAP net income per common share is projected to be in the range of $7.98 to $8.00.
Impressive Historical Growth
HUBS' revenue grew at a CAGR of 28.4% over the past three years. Its tangible book value increased at a CAGR of 23.9% over the same period, while the company's total assets and levered free cash flow grew at respective CAGRs of 19.9% and 32.2% over the same time frame.
Favorable Analyst Estimates
Analysts expect HUBS' revenue for the fourth quarter (ending December 2024) to come in at $673.68 million, indicating an increase of 15.8% year-over-year, and its consensus EPS estimate of $2.20 for the same period indicates a 24.8% improvement year-over-year. Moreover, the company has surpassed the consensus revenue and EPS estimates in all of the trailing four quarters, which is remarkable.
For the fiscal year (ending December 2024), the company's EPS is anticipated to grow 35.8% year-over-year to $8, while its revenue is expected to increase 19.7% year-over-year to $2.60 billion. In addition, Street expects its revenue and EPS for the fiscal year 2025 to grow 15.8% and 14.2% from the prior year to $3.01 billion and $9.14, respectively.
Elevated Valuation
In terms of forward non-GAAP P/E, HUBS is currently trading at 84.62x, 249% higher than the industry average of 24.25x. Likewise, the stock's forward EV/Sales and EV/EBITDA of 13x and 62.24x are significantly higher than the industry average of 3.01x and 14.83x, respectively.
Furthermore, the stock's forward Price/Sales and Price/Book of 13.45x and 18.61x are 348.6% and 334.3% higher than the industry averages of 3x and 4.29x, respectively.
POWR Ratings Reflect Uncertainty
HUBS' mixed fundamentals are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The stock has an overall rating of C, translating to a Neutral in our proprietary system. The POWR Ratings are calculated by considering 118 different factors, with each factor weighted to an optimal degree.
Our proprietary rating system also evaluates each stock based on eight distinct categories. HUBS has a B grade for Sentiment, which is consistent with its optimistic analyst estimates.
However, the stock has a D grade for Value, consistent with its higher-than-industry valuation.
HUBS is ranked #22 among the 39 stocks in the B-rated <a href="https://stocknews.com/category/software-business/">Software - Business</a> industry.
Beyond what I have stated above, we have also given HUBS grades for Growth, Stability, Momentum, and Quality. Get access to all the HUBS ratings <a href="https://stocknews.com/stock/HUBS/">here</a>.
Bottom Line
HUBS reported solid financial results in the last reported quarter. The company has a strong presence in the software market, offering a wide of services to its customers. It also continues to expand its operations through innovative solutions and strategic acquisitions, which are contributing to strengthening its market position.
However, owing to its elevated valuation and rigid market competition, it could be wise to wait for a better entry into this stock.
Stocks to Consider Instead of HubSpot, Inc. (HUBS)
Given its near-term uncertain prospects, the odds of HUBS outperforming in the weeks and months ahead are compromised. However, there are many industry peers with much more impressive POWR Ratings. So, consider these A (Strong Buy) or B (Buy) stocks from the B-rated <a href="https://stocknews.com/category/software-business/">Software - Business</a> industry instead:
SolarWinds Corporation (<a href="https://stocknews.com/stock/SWI/">SWI</a>), RingCentral Inc. Cl A (<a href="https://stocknews.com/stock/RNG/">RNG</a>), and VMware Inc. (<a href="https://stocknews.com/stock/VMW/">VMW</a>)
For exploring more A and B-rated software stocks, <a href="https://stocknews.com/category/software-business/">click here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>
&nbsp;

<hr />
HUBS shares were trading at $668.28 per share on Monday afternoon, down $8.79 (-1.30%). Year-to-date, HUBS has gained 15.11%, versus a 24.92% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Rjkumari Saxena</h2> <img src='https:/wp-content/uploads/2024/04/Rajkumari-Saxena_Image-1.jpeg' style="float:left; padding:5px;width:125px;">Rajkumari started her career as a writer but gradually shifted her focus to financial journalism, leveraging her educational background in Commerce. Fascinated by the interplay of business and economic shifts in equities, she aspires to evolve as an analyst. With a knack for simplifying complex financial concepts, her mission is to empower investors with insights that lead to profitable decisions.<a href="https://stocknews.com/authors/?author=rajkumari-saxena">More...</a>The post <a href=https://stocknews.com/news/hubs-swi-rng-vmw-hubspots-growth-trajectory-is-hubs-a-smart-investment-now/>HubSpot's Growth Trajectory: Is HUBS a Smart Investment Now?</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

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