Sectors: Software
Looking for your thoughts on Salesforce. It is trading at its lowest PE multiple for as long as one can remember. What are your views on their AgentForce module released in the past 12 months or so. Does this drive the next leg of revenue and margin growth moving forward? Revenue growth is somewhat lacklustre at cords 9%, but EPS growth north of 20%.
Hi MM,
Love your work and value your opinions.
is IEL turning around to improve earning in 2026 ? which is a better buy NXT or MP1 ? Thanks.
Looking for thoughts on 3 stocks:
Hi Market matters Team,
Qoria (QOR) seems to be a growing cyber security software company specialising in school security. It continued very good growth last qtr & seems ready to turn a profit. Share price jumped after last qtr results. It’s emerging in an important space.
Can you add more info to their emerging story, what are their prospects for growth & profit and where is their competition?
Really appreciate your views on the IT space in Australia where we might be able to find some niche markets.
Hi Market Matters Team
View on AIC Mines and what catalyst is required to see the share price move upwards. You see high price targets (from Shaw & Partners) at 75c from 70c.
C79 – Chrysos – You have this on your watchlist – I have held from when MMatters purchased C79 previously. Where do you see the share price going after they reported well. I don’t want to prematurely sell now I’m in profit if there is further upside.
regards
Debbie
