Raging Capital Ventures — My favorite SaaS names at the moment: $WDAY, $HUBS, $BILL, and $ESTC.
I bought more $HUBS and $BILL today.
These stocks are very volatile so I've been very active at times in w…↗
May 2026 · 2 mentions
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 7
InvestmentGuru — $DDOG can bring some momentum in
$SNOW
$ESTC
$MDB
$CSCO
$PLTR↗
April 2026 · 1 mention
Apr 9
Shay Boloor — Nobody wants to live on SaaS Ave in 2026
Drawdown from highs:
• $AMPL −93%
• $U −89%
• $PATH −88%
• $TEAM −87%
• $MNDY −86%
• $GTLB −85%
• $FIG −84%
• $HUBS −75%
• $ESTC −75%
• $A…↗
February 2026 · 6 mentions
Feb 26
Raging Capital Ventures — Solid call. Tone around sales motion is definitely more upbeat and mgmt did a good job of articulating how they support/enable/enterprise AI deployments. AI should be a tailwind…↗
Feb 26
Raging Capital Ventures — Hate to press my recent good luck on these after hour SaaS "buy the dip" trades, but the $ESTC quarter looks fine to me. The guide could be a touch stronger, but maybe that's mgmt…↗
Feb 20
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
Raging Capital Ventures — My Tahoe is backed up again today and being filled with $CXM.
Not the same quality level as a $ESTC or a $WDAY, but it has a strong balance sheet, profitable operations, and at…↗
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…↗
Dec 2
Ben Pouladian — @fundaai Atlas 🌎 is 30% rip $estc search 😎😭↗
October 2025 · 1 mention
Oct 7
Raging Capital Ventures — I bought some $ESTC today around $80.60 and averaged down on $PAR around $37.55. Also bought some more $CXM around $7.50.↗
September 2025 · 1 mention
Sep 22
Raging Capital Ventures — Thoma Bravo is gobbling up all sorts of SaaS plays. I own $BILL and $CXM and keep close tabs on $ESTC and $PD. I also bought a little $PAR on this recent weakness despite the sof…↗
August 2025 · 3 mentions
Aug 29
Ben Pouladian — MongoDB vs. Elastic earnings:
$MDB: Atlas +26% y/y, +2,600 net new customers, clean consumption growth, big FCF → stock rips.
$ESTC: Cloud +25% y/y, but mostly a 5% price hike, CRP…↗
Aug 29
Ben Pouladian — @sam_badawi MongoDB vs. Elastic earnings:
$MDB: Atlas +26% y/y, +2,600 net new customers, clean consumption growth, big FCF → stock rips.
$ESTC: Cloud +25% y/y, but mostly a 5% pri…↗
Aug 29
Ben Pouladian — @JKeynesAlpha MongoDB vs. Elastic earnings tell two very different stories:
$MDB: Atlas +26% y/y, +2,600 net new customers, clean consumption growth, big FCF → stock rips.
$ESTC: C…↗
— This is what getting labeled a “legacy layer” in the AI stack looks like in the market.
Drawdown from highs:
• $MNDY −84%
• $TEAM −82%
• $FIG −82%
• $HUBS −75%
• $ESTC −68%
• $AD…