Raymond James Names Four Potential Small-Cap Infrastructure Takeover Targets

Raymond James analyst Michael Turtis has identified four small cap infrastructure software companies, Rapid7 (RPD), MobileIron (MOBL), Commvault (CVLT), and FireEye (FEYE), that could be takeover targets.

Image result for mobileiron

Turtis reiterates Outperform ratings on Rapid7 and MobileIron given his positive fundamental views on these stocks reinforced by recent private market valuations and the potential for a significant premium if a takeout occurred.

The analyst sees potential upside for Market Perform rated Commvault and FireEye, but his view is offset by more challenging stand-alone fundamentals for both companies. 

 

Disclosure: None.

How did you like this article? Let us know so we can better customize your reading experience.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.