ZuoraZUO
Market Cap: $1.3B
About: Zuora Inc provides cloud-based software on a subscription basis that enables companies in various industries to launch, manage, and transform into a subscription business. The firm offers a Zuora Central platform that acts as an intelligent subscription management hub that automates the subscription order-to-cash process, including quoting, billing, collections, analytics, and revenue recognition. Its products include Zuora Billing, Zuora Revenue, Zuora Payments, Zephr, Zuora Platform, and other software that support and expand upon the core offerings. Geographically, it derives a majority of its revenue from the United States.
Employees: 1,618
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
175% more call options, than puts
Call options by funds: $3.07M | Put options by funds: $1.12M
53% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 32
33% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 8 (+2) [Q2]
13% more capital invested
Capital invested by funds: $1.01B [Q1] → $1.14B (+$127M) [Q2]
9% more funds holding
Funds holding: 192 [Q1] → 209 (+17) [Q2]
0.23% less ownership
Funds ownership: 82.21% [Q1] → 81.98% (-0.23%) [Q2]
5% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 65
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Canaccord Genuity Joseph Vafi 48% 1-year accuracy 30 / 63 met price target | 52%upside $13 | Buy Maintained | 22 Aug 2024 |
Needham Joshua Reilly 63% 1-year accuracy 49 / 78 met price target | 75%upside $15 | Buy Reiterated | 22 Aug 2024 |
Craig-Hallum Chad Bennett 50% 1-year accuracy 4 / 8 met price target | 17%upside $10 | Hold Downgraded | 8 Jul 2024 |
Needham Joshua Reilly 63% 1-year accuracy 49 / 78 met price target | 75%upside $15 | Buy Reiterated | 27 Jun 2024 |
Needham Joshua Reilly 63% 1-year accuracy 49 / 78 met price target | 75%upside $15 | Buy Reiterated | 18 Jun 2024 |
Financial journalist opinion
Based on 9 articles about ZUO published over the past 30 days