Zendesk (NYSE:ZEN)

CAPS Rating: 4 out of 5

ZEN News and Commentary

Caps

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All Players

98 Outperform
11 Underperform
 

All-Star Players

30 Outperform
5 Underperform
 

Wall Street

2 Outperform
0 Underperform
 

Top ZEN Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

TMFMileHigh (76.84)
Submitted July 07, 2014

FInd my thesis here: http://www.fool.com/investing/general/2014/07/07/3-reasons-to-give-zendesk-stock-a-second-look.aspx

Exponentialpicks (62.40)
Submitted April 01, 2015

Valuation is way out of whack, 127 million revenue in 2014 with a market cap just shy of 2 billion dollars?

ZEN VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about ZEN.

Recs

0
Member Avatar TSprings11 (70.80) Submitted: 2/9/2018 4:22:44 AM : Outperform Start Price: $38.93 ZEN Score: +7.23

The CRM space seems pretty crowded but Zendesk is carving out a niche for smaller clients and simplicity seems to be their competitive advantage. Think of any small business on Shopify, as they grow they will eventually need a way to keep track of their customers better and then sign on to Zendesk. Because of their success they are staring to pick up some larger clients such as RyanAir and Etsy, that is a good trend that should continue. As of yesterday they are now free cash flow positive which should help them continue to invest in their own growth.

Howard Lindzon summarized Zendesk as "helping companies survive in the Amazon era"

Recs

0
Member Avatar SaintCroix (99.12) Submitted: 1/13/2018 8:49:22 AM : Outperform Start Price: $37.24 ZEN Score: +18.60

Competing with FreshDesk and Salesforce. It seems to me that Zendesk is winning among internet-first companies (i.e. Shopify, Slack, etc.), while FreshDesk is winning among more traditional companies with an off-line presence (HP, Honda, Unicef). And Salesforce might swamp them both. I'm a little dubious but tracking this stock in CAPS to see how it goes. Outperform, maybe.

Recs

0
Member Avatar Mike0419 (30.96) Submitted: 10/4/2017 12:05:41 AM : Outperform Start Price: $29.86 ZEN Score: +37.83

Solid business and essential service.

Leaderboard

Find the members with the highest scoring picks in ZEN.

Score Leader

TrackCanaccord

TrackCanaccord (< 20) Score: +154.46

The Score Leader is the player with the highest score across all their picks in ZEN.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
ahornsby < 20 6/4/2014 Outperform 5Y $15.24 +185.57% +41.21% +144.35 0 Comment
kschwedl 46.02 5/16/2014 Outperform 5Y $15.08 +188.59% +45.69% +142.91 2 Comments
TMFMileHigh 76.84 7/7/2014 Outperform 5Y $16.18 +168.97% +38.16% +130.81 1 Comment
Squeez < 20 7/2/2014 Outperform 5Y $16.46 +164.40% +38.33% +126.07 0 Comment
3rdChanceTom 81.99 2/19/2016 Outperform 5Y $16.92 +157.21% +42.98% +114.23 0 Comment
teentradeproject 56.94 6/20/2014 Outperform 5Y $18.10 +140.44% +39.11% +101.33 1 Comment
richardrogers4 71.00 6/12/2014 Outperform 5Y $18.44 +136.01% +40.10% +95.91 0 Comment
aordinaryguy 65.28 12/1/2016 11/28/2017 Outperform 1Y $19.94 +118.25% +23.94% +94.31 0 Comment
aerialist 32.40 3/18/2016 Outperform 3Y $19.92 +118.47% +33.57% +84.91 0 Comment
Persona 72.12 7/29/2015 Outperform 5Y $20.60 +111.26% +29.75% +81.52 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackCreditSuiss 90.81 9/11/2015 Outperform NS $21.55 +101.95% +39.58% +62.37 0 Comment
TrackCanaccord < 20 6/9/2014 Outperform NS $14.80 +194.05% +39.60% +154.46 0 Comment

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