Needham analyst Scott Berg shared 2Q earnings for its Enterprise Software universe kick-off this week with seven companies reporting, namely, 2U, Inc (NASDAQ:TWOU) (Buy; Price Target: $19), Coursera, Inc (NYSE:COUR) (Buy; PT: $32), Five9, Inc (NASDAQ:FIVN) (Buy; PT: $160), PROS Holdings, Inc (NYSE:PRO) (Buy; PT: $51), SPS Commerce, Inc (NASDAQ:SPSC) (Buy; PT: $150), Teladoc Health, Inc (NYSE:TDOC) (Buy; PT: $48), and Tyler Technologies, Inc (NYSE:TYL) (Buy; PT: $575).
Investor sentiment on Berg's universe has improved dramatically over the past month as investor appetite shifted from cyclical consumer names to growth-ier themes like his universe.
