Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Software M&A alive and well in FY17 after Cisco buys AppDynamics: Potential software consolidation candidates — Stifel (124.87 +0.69)Stifel notes Cisco (<strong>CSCO</strong>) bought AppDynamics for $3.7B or ~9.2x CY18 EV/rev, a ~74% premium to the mid-point of the newly revised offering range. The co most directly competes with New Relic (<strong>NEWR</strong>, $33.30, Not Covered). They view this announcement as the first tangible sign that the wave of M&A activity we saw wash over the software universe in FY16 has carried over into the new year, and which they believe bodes well for the SMID names across their coverage list that include potential consolidation candidates such as Barracuda Networks (<strong>CUDA</strong>, $23.14, Buy), ChannelAdvisor (<strong>ECOM</strong>, $14.80, Buy), Exa (<strong>EXA</strong>, $16.13, Buy), FireEye (<strong>FEYE</strong>, $12.77, Buy), Halogen (HGN.CN), Hubspot (<strong>HUBS</strong>, $50.25, Buy), Paycom (<strong>PAYC</strong>, $50.32, Buy), Paylocity (<strong>PCTY</strong>, $32.39, Buy), Proofpoint (<strong>PFPT</strong>, $79.72, Buy), SecureWorks (<strong>SCWX</strong>, $10.49, Buy), Splunk (<strong>SPLK</strong>, $54.45, Buy), Tableau (<strong>DATA</strong>, $46.45, Buy), Ultimate (<strong>ULTI</strong>, $197.92, Buy), Veeva Systems (<strong>VEEV</strong>, $42.75, Buy), and Zendesk (<strong>ZEN</strong>, $24.31, Hold).</td> </tr></table>"