Natalie Gallagher
👤 SpeakerAppearances Over Time
Podcast Appearances
The guidance will really be paramount.
And there's a lot of volatility in this name.
So we could really see big swings in either direction.
I think it's a little bit more tied to the software industry.
you know, sell off.
We've seen a couple analysts commenting on that.
It's just gotten weighed down with the rest of the sector.
I think there also could be, you know, there's been some of a rotation away from, you know, the most expensive tech names.
This definitely is in that camp.
And, you know, a source said to me, if you're looking to rotate and something's over 100 times, you know, forward earnings, that's not really...
maybe the place that you're going to be looking to buy.
So, yeah, we'll just really see.
I think Dr. Karp as well, you know, he's such a passionate CEO.
People will definitely be listening for his comments on the call.
And that could, you know, really go either way as well.