IMPV

September 26, 2016 Summary Last week mergers surfaced that two tech names might be purchased by a variety of prospective suitors. The merger dance is part of a trend that has expanded the borders of potential acquisitions considerably. Valuations are no longer based on traditional analytical metrics. The very low cost of marginal capital is…

Read More

July 19, 2016 Summary Imperva pre-announced disappointing results last week that significantly trailed both revenue and earnings guidance and consensus expectations. The impact of the pre-announcement was significant, but has ultimately proven to be modest. It is evident that the muted share price reaction to the dismal operating results relates to some investor confidence that…

Read More
{"cart_token":"","hash":"","cart_data":""}