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Sophos Group Plc (SOPH)     

dreamcatcher - 17 Oct 2015 21:32


Sophos Group plc is a security software and hardware company. Sophos develops products for communication endpoint, encryption, network security, email security and mobile security as well as unified threat management. Sophos is focused on providing security software to organizations, businesses, and individual users. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
Admission to trading on the London Stock Exchange 1 July 2015
LSE: SOPH


Chart.aspx?Provider=EODIntra&Code=SOPH&SChart.aspx?Provider=EODIntra&Code=SOPH&S

Chris Carson - 15 May 2017 11:45 - 27 of 75

Chart.aspx?Provider=EODIntra&Code=SOPH&S

Good call here LedZep4. In long on the spreads this morn for a quick punt @ 348.88p stop to lock in profit @ 358.88.

Stairway To Heaven classic :0)

dreamcatcher - 15 May 2017 18:15 - 28 of 75

08:30 15/05/2017
Broker Forecast - Deutsche Bank issues a broker note on Sophos Group Plc
Deutsche Bank today reaffirms its buy investment rating on Sophos Group Plc (LON:SOPH) and raised its price target to 350p (from 290p). Story provided by StockMarketWire.com

dreamcatcher - 17 May 2017 07:30 - 29 of 75

Final results

Business highlights
·      FY17 reported billings grew 18.2% to $632.1 million, or by 19.9% at constant currency, with strong momentum across all regions and products, in new business and renewals
·      Cash flow growth exceptionally strong, with unlevered free cash flow almost tripling to $133.4 million
·      Very strong performance from Sophos Central, growing 220% to $87.7 million from $27.4 million in the prior year; now representing 17.1% of subscription billings (FY16: 6.5%)
·      Enduser security increased by 24.4% to $298.5 million and network security grew by 17.8% to $319.1 million at constant currency, reflecting continued market share gains
·      Operating loss increased over prior-year, primarily as a consequence of cost increases associated with the strong growth in billings, whilst the majority of revenue is deferred and recognised over time
·      Deferred revenue grew 16.5%, growing $82.3 million to $581.0 million, increasing visibility of future revenue growth
·      Cash EBITDA margin increase by 110 basis points to 23.7%
·      Net renewal rate (including cross-sell and upsell) increased to 106% (FY16: 102%) with UTM/endpoint cross-sell at 9.6% (FY16: 7.4%)
·      Launch in September of Intercept X, a next-generation endpoint protection application, featuring signature-less anti-exploit and anti-ransomware capabilities, already with more than 8,000 customers
·      Integration of Invincea's machine learning technology progressing well, with new endpoint protection solution expected to be available in Sophos Central in 2017
·      Final dividend of 3.3 US Cents per share, an increase of 200%; total dividend for the year of 4.6 US Cents, an increase of 156% over the prior year

dreamcatcher - 17 May 2017 08:47 - 30 of 75

Well positioned in the market, with recent attacks.

skinny - 17 May 2017 08:59 - 31 of 75

The Co founder, Dr. Peter Lammer was in the year below me at School!

dreamcatcher - 17 May 2017 09:02 - 32 of 75

Will he give you a job in the company. lol

skinny - 17 May 2017 09:03 - 33 of 75

:-)

dreamcatcher - 17 May 2017 09:07 - 34 of 75

17 May
Shore Capital
N/A
Sell

15 May
Deutsche Bank
350.00

HARRYCAT - 18 May 2017 11:24 - 35 of 75

Deutsche Bank today reaffirms its buy investment rating on Sophos Group Plc (LON:SOPH) and raised its price target to 430p (from 350p).

JP Morgan Cazenove today reaffirms its overweight investment rating on Sophos Group Plc (LON:SOPH) and raised its price target to 430p (from 360p).

dreamcatcher - 18 May 2017 17:50 - 36 of 75

Nice.

Chris Carson - 19 May 2017 16:26 - 37 of 75

Out the spreads @400p back on watch list.

dreamcatcher - 08 Jun 2017 18:46 - 38 of 75

Shares - could go 28% higher.

dreamcatcher - 26 Jun 2017 16:19 - 39 of 75

26 Jun
Morgan Stanley
N/A
Overweight

petesteve - 06 Oct 2017 09:37 - 40 of 75

bought in June at 416 now 34.6% up and rising

dreamcatcher - 06 Oct 2017 20:43 - 41 of 75

Well done. :-))

dreamcatcher - 27 Oct 2017 18:14 - 42 of 75

09:00 27/10/2017
Broker Forecast - JP Morgan Cazenove issues a broker note on Sophos Group Plc
JP Morgan Cazenove today reaffirms its overweight investment rating on Sophos Group Plc (LON:SOPH) and raised its price target to 630p (from 610p). Story provided by StockMarketWire.com

dreamcatcher - 02 Nov 2017 14:58 - 43 of 75

09:40 02/11/2017
Broker Forecast - Jefferies International issues a broker note on Sophos Group Plc
Jefferies International today initiates coverage of Sophos Group Plc (LON:SOPH) with a buy investment rating and price target of 850p. Story provided by StockMarketWire.com

HARRYCAT - 08 Nov 2017 09:46 - 44 of 75

StockMarketWire.com
Sophos Group raised its full-year outlook after billings grew in the first half, though it still reported an operating loss.

The company posted an operating loss of $23.8m, narrowing from a loss of $24.6m in the previous year, as it continued to invest in R&D and sales and marketing activities.

The company now expects 20-22% billings growth for the full year, with a 50-100 basis point improvement in the cash Ebitda margin and modest growth in unlevered free cash flow.

First-half net cash from operations increased by 28% to $80.7m, while billings momentum strengthened, with growth of 22% in the first half and 29% in the second quarter.

HARRYCAT - 08 Nov 2017 11:41 - 45 of 75

Numis comment:
Sophos's Q2 has shown very strong growth, as we expected with our top-of-the-range forecasts. 28% billings growth (NSe 31%) to $177m (NSe $181m) with Cash EBITDA $39m (NSe $41m), 56% growth. FY guidance is raised to 20-22% billings growth (NSe 22% already) thus whilst we expect a c.3-5% increase in consensus, our forecasts remain unchanged at this stage. The standout figure is renewal rate, at 139% by value - given that renewals represent c.60% of billings, a strong renewal rate performance is highly beneficial for overall billings. Importantly, we still see potential for further strong performance from Sophos this year, with strong business momentum as Sophos Central eases the cross/upsell process, and InterceptX provides a highly attractive product for new and existing customers, at a time when well-publicised threats drive demand for such enhanced protection. TP moves up to 570p due to US$ movement.
Sustainability remains the key question. Sophos is benefiting from renewal rates well above historic norms, aided in our view by increasing Central penetration and InterceptX sales. Cybersecurity is such that there are always new threats, thus if Sophos can maintain sufficient product innovation, there will be further new products to sell. Our forecasts assume that renewal rate and growth fades from 2018 onwards -
if we are over-cautious on this, there could be good sustained upside. Conversely, the key risk we see is missing out on a future product cycle transition."

HARRYCAT - 09 Nov 2017 11:12 - 46 of 75

JP Morgan Cazenove today reaffirms its overweight investment rating on Sophos Group Plc (LON:SOPH) and raised its price target to 690p (from 630p).

Jefferies International today reaffirms its buy investment rating on Sophos Group Plc (LON:SOPH) and raised its price target to 865p (from 850p).
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