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Definitive Healthcare Corp T.DH.R


Primary Symbol: DH

Definitive Healthcare Corp. is engaged in transforming data, analytics, and expertise into healthcare commercial intelligence. The Company’s solutions are designed to provide information on healthcare providers and their activities to help its customers optimize everything from product development to go-to-market planning and sales and marketing execution. Its software-as-a-service (SaaS) platform uses deep analytics and data science to help customers develop data-driven strategic decisions, such as finding new markets to enter, building comprehensive go-to-market strategies, accessing tactical information to help target the right decision makers and improving win rates with detailed contextual information. It transforms data into intelligence through artificial intelligence (AI) and machine learning (ML) algorithms that ingest, cleanse, link, and analyze the data to create new intelligence and analytics. All of its business is conducted through AIDH TopCo, LLC (Definitive OpCo).


NDAQ:DH - Post by User

Post by themangokidon Oct 28, 2015 3:35am
181 Views
Post# 24233166

horsesh%t from...

horsesh%t from......cibc.

concensus eps, before yesterday, was:

$2.38 and $2.64 for 2015 and 2016

cibc estimates before yesterday was:

$2.48 and $2.66 for 2015 and 2016

cibc estimates today, post q3 are:

$2.38 and $2.44 for 2015 and 2016


disappointed cibc just decided to arbitrarily lop off 22 cents of their 2016 eps expectations, after a strong q3. 

cibc had issue with the fact management wouldn't comment on fundtech's prior year's results. management said any any comment on last year's fundtech's results would not provide for a good comparison because those those fundtech results were unaudited and not prepared by DH management.  I'm not really sure what the issue is here, Fundtech comparisons will be provided quarter over quarter and year over year, when management has had fundtech under their umbrella for another quarter and for another year. I'm not sure why cibc is partially changing their thesis on DH because of unsubstantiated claims made by a website short report. In the meantime DH continues to grow earnings.


lastly, cibc has ebitda and revenues estimates, today, for 2015 and 2016, higher than the estimates were yesterday. price target $38.

Scotia should have their report out by 7am. Interested in seeing their estimates.

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