MCH ADVISORY RESEARCH
Information Technology

Systems Software

11 companies under coverage.

Coverage

Systems Software


Equity Research

Twilio Inc (TWLO)

HOLD. 12-month probability-weighted target $206 (-8% vs spot). P/E Multiple explains 62% of Monte Carlo outcome variance.

TWLOEquity ResearchMonte Carlo
25 August 2026Rating: HOLD
Equity Research

Qualys Inc (QLYS)

SELL. 12-month probability-weighted target $154 (-13% vs spot). P/E Multiple explains 85% of Monte Carlo outcome variance.

QLYSEquity ResearchMonte Carlo
25 August 2026Rating: SELL
Equity Research

Uipath Inc (PATH)

SELL. 12-month probability-weighted target $12 (-28% vs spot). P/E Multiple explains 77% of Monte Carlo outcome variance.

PATHEquity ResearchMonte Carlo
25 August 2026Rating: SELL
Equity Research

Palo Alto Networks (PANW)

SELL. 12-month probability-weighted target $246 (-30% vs spot). P/E Multiple explains 88% of Monte Carlo outcome variance.

PANWEquity ResearchMonte Carlo
25 August 2026Rating: SELL
Equity Research

Nutanix Inc (NTNX)

SELL. 12-month probability-weighted target $54 (-19% vs spot). P/E Multiple explains 79% of Monte Carlo outcome variance.

NTNXEquity ResearchMonte Carlo
25 August 2026Rating: SELL
Equity Research

ServiceNow Inc. (NOW)

SELL. 12-month probability-weighted target $98 (-23% vs spot). P/E Multiple explains 94% of Monte Carlo outcome variance.

NOWEquity ResearchMonte Carlo
25 August 2026Rating: SELL
Equity Research

Microsoft Corporation (MSFT)

SELL. 12-month probability-weighted target $420 (-14% vs spot). P/E Multiple explains 87% of Monte Carlo outcome variance.

MSFTEquity ResearchMonte Carlo
25 August 2026Rating: SELL
Equity Research

Gen Digital Inc. (GEN)

SELL. 12-month probability-weighted target $24 (-19% vs spot). P/E Multiple explains 83% of Monte Carlo outcome variance.

GENEquity ResearchMonte Carlo
25 August 2026Rating: SELL
Equity Research

Fortinet Inc (FTNT)

HOLD. 12-month probability-weighted target $147 (-3% vs spot). P/E Multiple explains 81% of Monte Carlo outcome variance.

FTNTEquity ResearchMonte Carlo
25 August 2026Rating: HOLD
Equity Research

CommVault Systems Inc (CVLT)

HOLD. 12-month probability-weighted target $147 (+12% vs spot). P/E Multiple explains 68% of Monte Carlo outcome variance.

CVLTEquity ResearchMonte Carlo
25 August 2026Rating: HOLD
Equity Research

Crowdstrike Holdings Inc (CRWD)

SELL. 12-month probability-weighted target $147 (-23% vs spot). P/E Multiple explains 81% of Monte Carlo outcome variance.

CRWDEquity ResearchMonte Carlo
25 August 2026Rating: SELL
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