Zuora
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 Q3 regulatory filings by fund managers ($100M+ AUM)
50% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 58
39% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 28
32% more call options, than puts
Call options by funds: $1.71M | Put options by funds: $1.3M
5% more funds holding
Funds holding: 210 [Q2] → 221 (+11) [Q3]
6.07% less ownership
Funds ownership: 83.02% [Q2] → 76.95% (-6.07%) [Q3]
18% less capital invested
Capital invested by funds: $1.15B [Q2] → $947M (-$205M) [Q3]
25% less funds holding in top 10
Funds holding in top 10: 8 [Q2] → 6 (-2) [Q3]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Needham Joshua Reilly 69% 1-year accuracy 60 / 87 met price target | 51%upside $15 | Hold Downgraded | 21 Oct 2024 |
Lake Street Jacob Stephan 78% 1-year accuracy 7 / 9 met price target | 1%upside $10 | Hold Downgraded | 18 Oct 2024 |
Financial journalist opinion
Based on 41 articles about ZUO published over the past 30 days