View Past PerformanceThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsPing Identity Holding バランスシートの健全性財務の健全性 基準チェック /46主要情報41.64%負債資本比率US$292.09m負債インタレスト・カバレッジ・レシオn/a現金US$210.30mエクイティUS$701.39m負債合計US$430.66m総資産US$1.13b財務の健全性に関する最新情報分析記事 • Jul 18Ping Identity Holding (NYSE:PING) Is Making Moderate Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Mar 24Here's Why Ping Identity Holding (NYSE:PING) Can Afford Some DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Sep 30Is Ping Identity Holding (NYSE:PING) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...すべての更新を表示Recent updatesRecent Insider Transactions Derivative • Aug 06Founder exercised options and sold US$2.0m worth of stockOn the 3rd of August, Andre Durand exercised 100k options at a strike price of around US$7.85 and sold these shares for an average price of US$27.87 per share. This trade did not impact their existing holding. For the year to December 2018, Andre's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2021, Andre's direct individual holding has increased from 413.49k shares to 502.42k. Company insiders have collectively sold US$8.4m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Aug 05Thoma Bravo Fund XV, L.P. managed by Thoma Bravo, L.P. entered into a definitive agreement to acquire Ping Identity Holding Corp. (NYSE:PING) from Vepf VI FAF, L.P., Vista Equity Partners Fund VI-A, L.P. and Vista Equity Partners Fund VI, L.P. managed by Vista Equity Partners Management, LLC and others for approximately $2.6 billion.Thoma Bravo Fund XV, L.P. managed by Thoma Bravo, L.P. entered into a definitive agreement to acquire Ping Identity Holding Corp. (NYSE:PING) from Vepf VI FAF, L.P., Vista Equity Partners Fund VI-A, L.P. and Vista Equity Partners Fund VI, L.P. managed by Vista Equity Partners Management, LLC and others for approximately $2.6 billion on August 2, 2022. Thoma Bravo will acquire the shares of Ping Identity at $28.5 per share. The all-cash transaction is valued at an Enterprise Value of approximately $2.8 billion. Thoma Bravo have secured committed financing which is subject to customary terms and conditions, consisting of equity financing from the Fund, the aggregate proceeds of which will be sufficient for Parent to pay the aggregate merger consideration and all related fees and expenses of Ping Identity. Upon completion of the transaction, Ping Identity’s common stock will no longer be listed on the New York Stock Exchange and Ping Identity will become a privately held company. The Company will remain headquartered in Denver, Colorado. Ping Identity will be required to pay Thoma Bravo a termination fee equal to $78,000,000. The transaction is subject to customary closing conditions, including approval by Ping Identity shareholders, regulatory approvals and the expiration or termination of any applicable waiting periods under the Hart-Scott-Rodino Act, certain other approvals and clearances by government authorities, and other customary conditions for a transaction. The transaction, which was unanimously approved by the Ping Identity Board of Directors, is expected to close in the fourth quarter of 2022. Goldman Sachs & Co. LLC is acting as exclusive financial advisor as well as fairness opinion provider and Daniel Wolf, P.C.; David M. Klein, P.C. and Chelsea N. Darnell of Kirkland & Ellis LLP served as legal advisor to Ping Identity. Joshua M. Zachariah, David E. Johanson and Joseph C. Theis of Goodwin Procter LLP is serving as legal counsel to Thoma Bravo. Susie Choi and Christina Lema of Kirkland & Ellis LLP acted as legal advisor to Vista Equity.Reported Earnings • Aug 04Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: US$0.56 loss per share (down from US$0.13 loss in 2Q 2021). Revenue: US$72.0m (down 8.7% from 2Q 2021). Net loss: US$47.8m (loss widened 336% from 2Q 2021). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 87%. Over the next year, revenue is forecast to grow 18%, compared to a 19% growth forecast for the industry in the US.Seeking Alpha • Aug 03Ping Identity shares surge 60% on Thoma Bravo acquisitionPing Identity Holding (NYSE:PING) saw its shares rocket up by 60% Wednesday as the identity authentication software company said it had agreed to be acquired by Thoma Bravo for $2.8B in cash. Ping (PING) specializes in software that businesses use to prevent fraud and protect individuals' passwords and personal data. In a statement announcing the deal, Thoma Bravo managing partner Seth Boro praised Ping (PING) for what he called its "strong position in enterprise identity security" as "a tectonic shift if occurring in intelligent identity solutions" for businesses. Under terms of the deal, Thoma Bravo will pay $28.50 a share for all of Ping's (PING) outstanding stock. The price represents a 63% premium over Ping's (PING) Tuesday closing price. Thoma Bravo said the acquisition is expected to close in the fourth quarter of this year. Late Tuesday, Ping (PING) reported second-quarter results that fell short of Wall Street's expectations.Price Target Changed • Jul 30Price target decreased to US$27.46Down from US$29.79, the current price target is an average from 15 analysts. New target price is 60% above last closing price of US$17.15. Stock is down 22% over the past year. The company is forecast to post a net loss per share of US$1.16 next year compared to a net loss per share of US$0.78 last year.お知らせ • Jul 20Bernard Harguindeguy Will Step Down from His Role as Svp of Special Projects of Ping Identity Holding CorpPing Identity Holding Corp. announced that effective July 22, 2022, Bernard Harguindeguy will step down from his role as SVP of Special Projects of Ping Identity Holding Corp. to pursue other opportunities.分析記事 • Jul 18Ping Identity Holding (NYSE:PING) Is Making Moderate Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jul 06Ping Identity Holding Corp. to Report Q2, 2022 Results on Aug 03, 2022Ping Identity Holding Corp. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2022お知らせ • Jul 02Ping Identity Holding Corp. Announces Resignation of Bryan Kristian Nagel as Chief Operating OfficerOn June 28, 2022, Bryan Kristian Nagel informed Ping Identity Holding Corp. (the “Company”) that he intends to resign from his position as Chief Operating Officer of the Company, effective as of July 15, 2022, to pursue other opportunities, but will remain with the Company in an advisory role through September 30, 2022.お知らせ • Jun 26Ping Identity Holding Corp.(NYSE:PING) dropped from Russell 2000 Defensive IndexPing Identity Holding Corp.(NYSE:PING) dropped from Russell 2000 Defensive Indexお知らせ • Jun 08Ping Identity Solutions Now Available on AWS Marketplace Through CarahsoftPing Identity announced Federal agencies can now procure the company's Identity, Credential, and Access Management (ICAM) products through the Carahsoft Amazon Web Services (AWS) Marketplace. The listing allows customers to adopt a Zero Trust architecture with AWS Marketplace conveniences such as ease of access, flexible pricing terms, simplified billing, quick deployment, and license management. Cloud-based AWS Marketplace access creates a simpler, faster, and more cost-effective way for agencies to purchase and implement security and identity solutions at a time when they are challenged to meet more stringent standards and policies mandated by the Federal Government. These requirements include the White House Executive Order on Improving the Nation's Cybersecurity, which requires the adoption of Zero Trust architecture.Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Vik Verma was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • May 26Ping Identity Holding Corp. (NYSE:PING) Shares Could Be 46% Below Their Intrinsic Value EstimateToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Ping Identity Holding...Seeking Alpha • May 15Ping Identity Q1 Earnings: Turnaround OnARR growth at Ping Identity accelerated for the fifth straight quarter fueled by increasing SaaS revenues. Increasing share of SaaS revenues puts pressure on gross margins, however, they are still at good levels. Increasingly strong ties to the federal government could provide a positive catalyst for the year.Major Estimate Revision • May 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$0.94 to -US$1.11 per share. Revenue forecast unchanged at US$337.4m. Software industry in the US expected to see average net income growth of 7.3% next year. Consensus price target broadly unchanged at US$31.90. Share price fell 35% to US$17.83 over the past week.Reported Earnings • May 05First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.24 loss per share (down from US$0.20 loss in 1Q 2021). Revenue: US$84.7m (up 23% from 1Q 2021). Net loss: US$20.3m (loss widened 27% from 1Q 2021). Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 11%, compared to a 37% growth forecast for the industry in the US.お知らせ • May 05Ping Identity Holding Corp. Provides Financial Guidance for the Second Quarter Ending June 30, 2022 and for the Full Year Ending December 31, 2022Ping Identity Holding Corp. provided financial guidance for the second quarter ending June 30, 2022 and for the full year ending December 31, 2022. For the second quarter, the company expects total revenue of $70.0 million to $75.0 million.For the full year, the company expects total revenue of $332.0 million to $342.0 million.Buying Opportunity • Apr 19Now 21% undervaluedOver the last 90 days, the stock is up 45%. The fair value is estimated to be US$36.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 63%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to decline by 19% in the next 2 years.お知らせ • Apr 14Ping Identity Names Technology Veteran Rakesh Thaker as SVP, Chief Development OfficerPing Identity announced Rakesh Thaker as its new SVP, Chief Development Officer to lead Ping Identity's world-wide Research & Development (R&D) organization. Thaker will supersede the retiring Peter Burke, currently responsible for leading Ping Identity's R&D organization. Thaker comes to Ping Identity from Cisco, where as Vice President of Enterprise Networking he was responsible for overseeing a global R&D team. Thaker has held leadership positions at both private and public companies including Cisco, Gigamon, Blue Coat and Dell, where he built, grew and led teams across the world to build enterprise-class SaaS, Security and networking products.お知らせ • Apr 07Ping Identity Holding Corp. to Report Q1, 2022 Results on May 04, 2022Ping Identity Holding Corp. announced that they will report Q1, 2022 results After-Market on May 04, 2022Recent Insider Transactions Derivative • Mar 30Founder exercised options and sold US$1.8m worth of stockOn the 25th of March, Andre Durand exercised 100k options at a strike price of around US$7.85 and sold these shares for an average price of US$26.04 per share. This trade did not impact their existing holding. For the year to December 2018, Andre's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2021, Andre's direct individual holding has decreased from 413.49k shares to 33.25k. Company insiders have collectively sold US$3.7m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Mar 24Here's Why Ping Identity Holding (NYSE:PING) Can Afford Some DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Mar 23Ping Identity Holding Corp., Annual General Meeting, May 03, 2022Ping Identity Holding Corp., Annual General Meeting, May 03, 2022, at 08:00 Mountain Standard Time. Agenda: To consider and elect two nominees identified in the accompanying proxy statement to serve as directors, as recommended by the Compensation and Nominating Committee of the Board of Directors of Ping Identity; to consider and ratify the appointment of PricewaterhouseCoopers LLP as Ping Identity's independent registered public accounting firm for the year ending December 31, 2022; to consider the approval, by an advisory vote, of Ping Identity's executive compensation; and to consider other matters of the business.Price Target Changed • Mar 22Price target decreased to US$29.50Down from US$31.79, the current price target is an average from 15 analysts. New target price is 21% above last closing price of US$24.31. Stock is up 5.6% over the past year. The company is forecast to post a net loss per share of US$0.92 next year compared to a net loss per share of US$0.78 last year.お知らせ • Mar 03Ping Identity Holding Corp. Announces Board ChangesOn February 23, 2022, Lisa Hook notified the board of directors of Ping Identity Holding Corp. that she would not be standing for re-election to the Board, with her current term set to expire on May 3, 2022. Subject to Board approval, Anil Arora and Vikram Verma are expected to join the Board, with terms beginning on May 3, 2022. Arora and Verma will serve as Class III directors until the Company’s 2025 Annual Meeting of Stockholders. Arora has been a pioneer in the Fintech space and CEO of Yodlee and Envestnet|Yodlee from 2000-2019. He led Yodlee from a start-up to its public offering and eventual sale. Verma is a seasoned executive with over 30 years of leadership experience with technology companies of all sizes. He was previously CEO of 8x8 Inc. where he served for over 7 years.Major Estimate Revision • Mar 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from US$334.3m to US$337.9m. Forecast EPS reduced from -US$0.47 to -US$0.96 per share. Software industry in the US expected to see average net income growth of 10.0% next year. Consensus price target down from US$31.79 to US$29.64. Share price rose 13% to US$21.44 over the past week.Price Target Changed • Feb 26Price target decreased to US$29.77Down from US$32.29, the current price target is an average from 14 analysts. New target price is 44% above last closing price of US$20.72. Stock is down 12% over the past year. The company is forecast to post a net loss per share of US$0.49 next year compared to a net loss per share of US$0.78 last year.お知らせ • Feb 25Ping Identity Holding Corp. Provides Earnings Guidance for Quarter Ending March 31, 2022 and Year Ending December 31, 2022Ping Identity Holding Corp. provides earnings guidance for quarter ending March 31, 2022 and year ending December 31, 2022. For the quarter ending March 31, 2022, the company expects total Revenue of $78.0 million to $82.0 million.For year ending December 31, 2022, the company expects total Revenue of $330.0 million to $340.0 million.お知らせ • Feb 02Ping Identity Launches PingOne DaVinciPing Identity announced PingOne DaVinci, a new no-code identity orchestration service that enables organizations to design better user experiences with drag-and-drop simplicity. As the foundation of the PingOne Cloud Platform, DaVinci streamlines the integration and deployment of identity services through a no-code experience that makes it easier to design digital user journeys across multiple applications and ecosystems. DaVinci is vendor-agnostic, allowing organizations to integrate and orchestrate identity services from a wide range of vendors. It features a library of 100+ out-of-the-box connectors for a range of identity, IT, and automation services.Identity orchestration empowers enterprises to design dynamic user journeys for any use case within a unified identity fabric. From a single design canvas user can easily create user journeys which span the entire identity lifecycle including registration, verification, authentication, authorization, risk, fraud, privileged access, governance and more. DaVinci makes it easier than ever before to design, test, and optimize end-user experiences.Seeking Alpha • Jan 30Ping Identity: Facing An Identity CrisisPing Identity has seen growth accelerate in 2021 after a tough pandemic period. Accelerating growth has come at the expense of increasing losses, quite worrying. Fearing these losses and inferior quality of the business vs. some peers which have demonstrated quicker growth, all of this makes me a bit cautious here.分析記事 • Jan 24Is It Time To Consider Buying Ping Identity Holding Corp. (NYSE:PING)?Ping Identity Holding Corp. ( NYSE:PING ), might not be a large cap stock, but it received a lot of attention from a...お知らせ • Dec 15Ping Identity Launches PingOne Authorize, Advancing its Cloud Identity Platform with Dynamic Authorization CapabilitiesPing Identity announced PingOne Authorize, introducing cloud-based dynamic authorization capabilities for the enterprise identity security market. The new technology extends the PingOne Cloud Platform’s cybersecurity protection, beyond authenticating users to controlling what users can see and do within applications. This allows organizations to better reduce fraud, comply with privacy regulations, and improve the user experience. PingOne Authorize adds dynamic, fine-grained authorization and administration for applications, APIs, and data with attribute-based access control (ABAC). These new capabilities give organizations the ultimate flexibility to apply data access policies anywhere, using contextual information in the decision. By offering it as a cloud-based service within the PingOne Cloud Platform, customers can gain enhanced authorization capabilities and rapid time to value.Recent Insider Transactions Derivative • Nov 26Founder exercised options and sold US$1.8m worth of stockOn the 22nd of November, Andre Durand exercised 100k options at a strike price of around US$7.85 and sold these shares for an average price of US$25.37 per share. This trade did not impact their existing holding. For the year to December 2020, Andre's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2020, Andre's direct individual holding has decreased from 418.97k shares to 413.49k. Company insiders have collectively sold US$4.1m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Nov 09Price target increased to US$35.29Up from US$32.79, the current price target is an average from 15 analysts. New target price is 21% above last closing price of US$29.25. Stock is up 31% over the past year. The company is forecast to post a net loss per share of US$0.72 next year compared to a net loss per share of US$0.15 last year.Reported Earnings • Nov 05Third quarter 2021 earnings released: US$0.14 loss per share (vs US$0.012 loss in 3Q 2020)The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$76.2m (up 27% from 3Q 2020). Net loss: US$11.5m (loss widened US$10.5m from 3Q 2020).Executive Departure • Oct 06Senior VP of Finance & Chief Accounting Officer Adriana Carpenter has left the companyOn the 30th of September, Adriana Carpenter's tenure as Senior VP of Finance & Chief Accounting Officer ended. As of June 2021, Adriana still personally held 67.36k shares (US$1.5m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.分析記事 • Sep 30Is Ping Identity Holding (NYSE:PING) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Aug 06Ping Identity Holding Corp. Provides Financial Guidance for the Third Quarter Ending September 30, 2021 and for the Year Ending December 31, 2021Ping Identity Holding Corp. provided financial guidance for the third quarter ending September 30, 2021 and for the year ending December 31, 2021. For the quarter, the company expects, total annual recurring revenue of $286.0 million to $288.0 million; and total revenue of $65.0 million to $70.0 million. For the year, the company expects, total annual recurring revenue of $304.0 million to $306.0 million; and total revenue of $278.0 million to $285.0 million.Reported Earnings • Aug 05Second quarter 2021 earnings released: US$0.13 loss per share (vs US$0.036 loss in 2Q 2020)The company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: US$78.9m (up 34% from 2Q 2020). Net loss: US$11.0m (loss widened 277% from 2Q 2020).Seeking Alpha • Aug 05Ping Identity - Stock And Valuation Near Bottom, Time To BuyFollowing solid F2Q21 results, we are buying more shares of Ping at the current levels. The company beat consensus revenue, EPS, ARR, and free cash flow estimates. Ping has been impacted by the pandemic more than other companies in our coverage universe. The company expects business to recover quickly as the pandemic comes to an end. With the pandemic end looming, many enterprises, particularly in the affected industries of travel and hospitality, are building out their identity security ahead of potential business improvement. The stock is trading slightly above 52-week lows of around $20 and is still 40% below its 52-week highs of about $38, making the risk/reward favorable to investors. The company has products, growth drivers, compelling valuation, and potential multiple expansion to increase the stock price. Therefore, we urge investors to buy the stock here.お知らせ • Jun 28+ 3 more updatesPing Identity Holding Corp.(NYSE:PING) dropped from Russell 2500 Growth IndexPing Identity Holding Corp.(NYSE:PING) dropped from Russell 2500 Growth Indexお知らせ • Jun 22+ 1 more updatePing Identity Holding Corp. (NYSE:PING) acquired SecuredTouch Inc.Ping Identity Holding Corp. (NYSE:PING) acquired SecuredTouch Inc on June 21, 2021. Ping Identity Holding Corp. (NYSE:PING) completed the acquisition of SecuredTouch Inc on June 21, 2021.Seeking Alpha • Jun 21Ping Identity acquires SecuredTouch to bolster new cloud platformPing Identity (PING) announces the new PingOne Cloud Platform, which gives customers a single point from which to manage every Ping product and service.The cloud platform includes PingOne for Customers with multi-factor authentication and other identity services and PingOne for Workforce to connect employees and contract workers to a central authentication authority for one-click single sign-on access.The company rebrands its PingDataGovernance product as PingAuthorize, which fits into the cloud platform to allow enterprises centralized authentication to help mitigate fraud andお知らせ • Jun 17Ping Identity Holding Corp. has completed a Follow-on Equity Offering in the amount of $144 million.Ping Identity Holding Corp. has completed a Follow-on Equity Offering in the amount of $144 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,000,000 Price\Range: $24 Discount Per Security: $0.25Executive Departure • May 12Independent Director has left the companyOn the 6th of May, Clifford Chiu's tenure as Independent Director ended after 4.3 years in the role. As of December 2020, Clifford personally held 36.84k shares (US$1.1m worth at the time). A total of 2 executives have left over the last 12 months.Major Estimate Revision • May 12Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from US$261.1m to US$269.5m. Forecast EPS reduced from -US$0.34 to -US$0.67 per share. Software industry in the US expected to see average net income growth of 4.5% next year. Consensus price target broadly unchanged at US$32.38. Share price was steady at US$22.87 over the past week.Reported Earnings • May 07First quarter 2021 earnings released: US$0.20 loss per share (vs US$0.054 loss in 1Q 2020)The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: US$68.9m (up 12% from 1Q 2020). Net loss: US$15.9m (loss widened 271% from 1Q 2020).お知らせ • May 06Ping Identity Provides Financial Guidance for the Quarter Ending June 30, 2021 and Year Ending December 31, 2021Ping Identity provided financial guidance for the quarter ending June 30, 2021 and year ending December 31, 2021. For the quarter, the company expects total ARR of $272.0 million to $274.0 million. Total Revenue of $65.0 million to $67.0 million. For the year, the company expects total ARR of $298.5 million to $300.5 million. Total Revenue of $264.0 million to $272.0 million.お知らせ • Mar 12Ping Identity Appoints Diane Gherson to Board of DirectorsPing Identity reported that Diane Gherson has joined the company's board of directors. Gherson served as Chief Human Resource Officer (CHRO) for International Business Machines Corp. (IBM) for seven years, retiring in December 2020. At IBM, she was responsible for the people and culture of the company's 350,000+ global workforce. During her tenure as CHRO, Gherson redesigned all aspects of IBM's people agenda and management systems to support a massive shift in the business portfolio, shaping a culture of continuous learning, innovation and agility. She championed IBM's global adoption of design thinking and agile methods at scale, driving a company-wide, co-created overhaul of performance management. Gherson holds a U.S. patent in the field of predictive analytics and has been widely recognized as a high-impact, technology savvy chief human resource officer who has redefined the human resources profession. Gherson was named HR Executive of the Year by HR Executive in 2018, and elected Fellow of the National Academy of Human Resources (NAHR), the highest honor granted in the human resources profession. In addition to her board position with Ping Identity, Gherson also serves on the Boards of iCIMS, the National Academy of Human Resources and is an executive advisory board member at Semper Virens Venture Capital. Prior to joining IBM in 2002, Gherson led the global compensation and performance practice at consulting firm Willis Towers Watson.Is New 90 Day High Low • Mar 06New 90-day low: US$22.49The company is down 8.0% from its price of US$24.37 on 04 December 2020. The American market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period.お知らせ • Mar 04Ping Identity Holding Corp. Joins Decentralized Identity Foundation to Advance Open Standards for Personal IdentityPing Identity Holding Corp. joined the Decentralized Identity Foundation (DIF) to help forge open standards for protecting digital identities. The Digital Identity Foundation aims to develop an open ecosystem for decentralized management of digital identities, and ensure interoperability between all participants. The goal is to help people and organizations gain control over their digital identities, enabling them to conduct trusted online transactions and interactions safely. Ping Identity has been a leading proponent of open standards for personal identity since its inception. The company is actively involved in the World Wide Web Consortium’s (W3C) Web Authentication and Verifiable Credentials Working Group. It is also a major participant in the standard setting bodies for the OpenID Foundation and the Internet Engineering Task Force (IETF). Ping Identity also recently announced its Project COVID Freedom initiative, which provides an open, standards approach to managing digital COVID-19 vaccine certifications. Ping Identity will collaborate with more than 600 members in active DIF working groups, sharing its knowledge in standards-based solutions for trustworthy digital identities. The company will help develop technical specifications for protocols, components, and data formats for digital identities. It will also help develop open source reference implementations that enable creation, resolution, and discovery of decentralized identifiers and names across decentralized systems, like blockchains and distributed ledgers, to name a few of the Foundation’s efforts.Major Estimate Revision • Mar 03Analysts lower EPS estimates to -US$0.36The 2021 consensus revenue estimate was lowered from US$288.3m to US$260.9m. The company's losses are expected to worsen with analysts lowering their EPS forecasts from -US$0.25 to -US$0.36 for the same period. The Software industry in the US is expected to see an average net income growth of 5.8% next year. The consensus price target was lowered from US$34.71 to US$33.82. Share price is down by 22% to US$24.62 over the past week.お知らせ • Mar 03Ping Identity Holding Corp. Announces Board and Committee AppointmentsOn March 1, 2021, the board of directors (the “Board”) of Ping Identity Holding Corp. (the Company”) increased the size of the Board from ten to eleven directors and appointed Diane Gherson as a member of the Board to fill the resulting vacancy. Ms. Gherson will serve as a Class II director until the Company’s 2021 Annual Meeting of Stockholders, and is expected to be nominated for election to a new three-year term at such meeting. Ms. Gherson was also appointed to serve on the Compensation and Nominating Committee of the Board. Ms. Gherson served as chief human resource officer (“CHRO”) for International Business Machines Corporation (“IBM”) for seven years, retiring in December 2020. At IBM, Ms. Gherson was responsible for the people and culture of IBM's global workforce. During her tenure as CHRO, Ms. Gherson redesigned all aspects of IBM’s people agenda and management systems. Ms. Gherson serves on the Boards of iCIMS Inc. and the National Academy of Human Resources, and as an executive advisory board member at Semper Virens Venture Capital. Prior to joining IBM in 2002, Ms. Gherson led the global compensation and performance practice at consulting firm Willis Towers Watson.分析記事 • Feb 27Ping Identity Holding Corp. (NYSE:PING) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportThere's been a major selloff in Ping Identity Holding Corp. ( NYSE:PING ) shares in the week since it released its...Reported Earnings • Feb 27Full year 2020 earnings released: US$0.15 loss per share (vs US$0.022 loss in FY 2019)The company reported a poor full year result with increased losses and weaker control over costs, although revenues were flat. Full year 2020 results: Revenue: US$243.6m (flat on FY 2019). Net loss: US$11.9m (loss widened US$10.4m from FY 2019).Analyst Estimate Surprise Post Earnings • Feb 27Revenue and earnings miss expectationsRevenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 32%. Over the next year, revenue is forecast to grow 7.1%, compared to a 19% growth forecast for the Software industry in the US.お知らせ • Feb 19Peter Burke Joins Ping Identity Holding Corp. as Senior Vice President of R&DPing Identity, welcomed Peter Burke as the new Senior Vice President of Research and Development. Burke is a highly accomplished business leader with a Ph.D. in Computer Science and more than 25 years of technology experience spanning Silicon Valley startups to multinational organizations. Burke will drive product strategy and development across all Ping solutions, helping to further accelerate identity security and make access management simple for businesses and the consumers they serve.お知らせ • Feb 18Ping Identity’s ‘Project COVID Freedom’ Aims to Make Vaccination Verification SimplePing Identity announced Project COVID Freedom which leverages its recent acquisition of ShoCard personal identity to allow healthcare providers, businesses, and individuals to easily share proof of COVID test results and vaccinations. Project COVID Freedom creates a secure and privacy enabled way for healthcare providers, businesses, and individuals to verify test and vaccination results, while keeping users up to date on vaccination status over time via private encrypted messages. Individuals instantly receive digital proof of their vaccinations in their secure ShoCard mobile wallet from enrolled healthcare providers, then can securely share with participating employers, restaurants, entertainment arenas, friends, family, and more, using a QR code. Unlike other vaccination passports, Ping Identity’s solution provides a secure way to continuously manage test results and vaccination status, speeding up the time it takes to demonstrate proof of vaccination, and providing a more versatile and trustworthy solution over paper certifications. Using Ping Identity’s solution, vaccine providers can send timely reminders directly to customers when they are due for a second dose. Or, if a batch of vaccines is discovered to lack efficacy, providers can revoke the proof and instantly communicate corrective actions.Is New 90 Day High Low • Feb 10New 90-day high: US$33.98The company is up 59% from its price of US$21.39 on 11 November 2020. The American market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$18.22 per share.Recent Insider Transactions Derivative • Feb 10Chief Legal Officer & Secretary exercised options and sold US$259k worth of stockOn the 8th of February, Lauren Romer exercised 11k options at a strike price of around US$11.79 and sold these shares for an average price of US$35.02 per share. This trade did not impact their existing holding. Since June 2020, Lauren has owned 95.42k shares directly. Company insiders have collectively sold US$6.9m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Feb 03Ping Identity Launches New Identity Verification Service to Radically Simplify Customer Onboarding and Reduce FraudPing Identity launched PingOne Verify, a new cloud service that helps enterprises make it easy for customers to verify their identity for rapid account onboarding, authentication and fraud prevention. The new PingOne Service is the latest addition to Ping Identity’s suite of cloud services for identity and access management (IAM). PingOne Verify empowers enterprises to improve customer convenience and strengthen security by streamlining identity verification when customers create new accounts, enroll in new services and other scenarios where risk is elevated. The innovative cloud service leverages facial recognition technology and government ID document validation to ensure enterprises are interacting with the right customers without requiring passwords or any unnecessary friction in the user experience. PingOne Verify enables enterprises to enhance the customer experience by embedding identity verification directly into their customer-facing mobile app. Customers simply provide live-capture selfies along with an image of their government-issued identification card, such as a driver’s license or passport. The technology leverages “liveness detection,” in which customers' facial gestures – like smiling and straight-faced – are captured in a continuous stream, rather than a single static image, allowing PingOne Verify to ensure the end-user is a real, live person who is able to follow instructions. PingOne Verify uses facial recognition technology to match the live-face capture with the customer’s image on their government ID. Once it is determined to be a match, PingOne Verify then taps into external data services to validate the government ID is not tampered with or modified. When verification is complete, customers can continue with the account creation, registration or authentication process. PingOne Verify also helps enterprises streamline secondary account creation or other events that would require the customer to reverify their identity. The service connects a customer’s verified identity to their mobile device during the initial verification, bypassing the need to scan a government ID on subsequent verifications. This approach not only simplifies the process for repeat customers, it can lower the overall cost of identity verification for enterprises without impacting security. The new service is particularly ideal for companies in regulated industries, such as financial services and insurance, which have strict Know Your Customer (KYC) requirements. The risk level during the first interaction with a customer has high potential for fraudulent activity or account takeover. PingOne Verify gives these enterprises the confidence that they are engaging with the right customers from the very first interaction.Is New 90 Day High Low • Jan 25New 90-day high: US$32.30The company is up 2.0% from its price of US$31.82 on 26 October 2020. The American market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$21.23 per share.Recent Insider Transactions Derivative • Jan 23Chief Legal Officer & Secretary exercised options and sold US$310k worth of stockOn the 19th of January, Lauren Romer exercised 14.35k options at a strike price of around US$7.85 and sold these shares for an average price of US$29.49 per share. This trade did not impact their existing holding. Since June 2020, Lauren has owned 95.42k shares directly. Company insiders have collectively sold US$6.6m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jan 20Ping Identity Holding Corp. to Report Q4, 2020 Results on Feb 24, 2021Ping Identity Holding Corp. announced that they will report Q4, 2020 results After-Market on Feb 24, 2021お知らせ • Jan 07Ping Identity Holding Corp. Appoints Paul E. Martin as Member of the BoardOn January 1, 2021, the board of directors of Ping Identity Holding Corp. increased in the size of the Board from nine to ten directors and appointed Paul E. Martin as a member of the Board to fill the resulting vacancy. Mr. Martin will serve as a Class II director until the company’s 2021 Annual Meeting of Stockholders and until such time as his successor is duly elected and qualified, or until his earlier death, resignation or removal. Mr. Martin was also appointed to serve on the Audit Committee of the Board. Paul E. Martin, 62, served as senior vice president and chief information officer for Baxter International Inc. from January 2011 to October 2020, where he had global responsibility for information technology strategy, operations, security, and processes.分析記事 • Jan 06Should You Review Recent Insider Transactions At Ping Identity Holding Corp. (NYSE:PING)?We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is that...Recent Insider Transactions Derivative • Dec 15Chief Operating Officer exercised options and sold US$146k worth of stockOn the 11th of December, B. Nagel exercised 10.00k options at a strike price of around US$13.44 and sold these shares for an average price of US$28.00 per share. This trade did not impact their existing holding. Since March 2020, Nagel has not owned shares directly. Company insiders have collectively sold US$5.0m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Dec 11Can You Imagine How Ping Identity Holding's (NYSE:PING) Shareholders Feel About The 27% Share Price Increase?It hasn't been the best quarter for Ping Identity Holding Corp. ( NYSE:PING ) shareholders, since the share price has...お知らせ • Nov 28Ping Identity Holding Corp. Announces Board ChangesOn November 27, 2020, the board of directors of Ping Identity Holding Corp. appointed Martin Taylor as a member of the board. Mr. Taylor will serve as a Class I director until the company’s 2024 annual meeting of stockholders and until such time as his successor is duly elected and qualified, or until his earlier death, resignation or removal. Mr. Taylor was also appointed to serve on the compensation and nominating committee of the board. Mr. Taylor fills the vacancy on the board created by the resignation of Brian Sheth, who resigned from the board and as chairman effective November 26, 2020. Mr. Sheth’s decision to resign was not due to any disagreement with the company’s operations, policies or practices. The board also appointed current director Michael Fosnaugh to serve as chairman of the board. Martin Taylor, 50, is an operating managing director at Vista Equity Partners. In his capacity as an operating managing director he works with the leadership teams in the Vista portfolio creating value. Mr. Taylor currently serves on the board of multiple Vista portfolio companies, including Jamf Holding Corp. He also works on a variety of cross portfolio initiatives. Prior to joining Vista in 2006, Mr. Taylor spent over 13 years at Microsoft in various capacities, including roles managing corporate strategy, sales, product marketing and various segment focused teams in North America and Latin America. Mr. Taylor attended George Mason University.Price Target Changed • Nov 13Price target lowered to US$33.07Down from US$36.27, the current price target is an average from 14 analysts. The new target price is 61% above the current share price of US$20.59. As of last close, the stock is up 7.0% over the past year.Is New 90 Day High Low • Nov 13New 90-day low: US$20.59The company is down 37% from its price of US$32.75 on 14 August 2020. The American market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$18.66 per share.お知らせ • Nov 03Ping Identity Holding Corp. (NYSE:PING) acquired Symphonic Software.Ping Identity Holding Corp. (NYSE:PING) acquired Symphonic Software on November 2, 2020. Ping Identity Holding Corp. (NYSE:PING) completed the acquisition of Symphonic Software on November 2, 2020.お知らせ • Oct 29Ping Identity Unveils Advanced Passwordless Features to Transform Digital ExperiencesPing Identity announced PingZero, a suite of passwordless authentication features organizations can implement to deliver seamless digital experiences to employees and customers. By eliminating login friction, including the need for usernames and passwords, PingZero boosts employee productivity, improves customer retention and acquisition rates, and strengthens cybersecurity defenses 'all with zero passwords and zero friction. PingZero uniquely leverages the Ping Intelligent Identity platform and other technologies including the FIDO2 standard to enable passwordless experiences across a variety of resources and applications. PingZero’s advanced passwordless authentication utilizes device and browser settings, biometrics, and the FIDO2 standard to provide enterprises with greater assurance that a user is who they say they are. The solution also removes interruptions like excessive login prompts or password resets, which not only cause strain on IT departments but deteriorate employee productivity and customer engagement. PingZero can be deployed across a broad range of enterprise resources including mobile, SaaS, legacy applications, and more. PingZero is available in multiple Ping offerings including the comprehensive authentication authority solutions, Customer360 and Workforce360. Key features include: User Self-Registration: A simple and convenient QR code-based sign-on process means no passwords are needed at the time of account creation. Customization: Includes the ability for enterprises to use their own branded mobile application to implement PingZero without requiring third-party MFA applications for the user to download. Security and Compliance: Provides phishing-resistant, privacy-preserving authentication based on the FIDO2/WebAuthn standard. Continuous Authentication: Added convenience by requiring a user to re-authenticate only when certain risk thresholds are exceeded. Operating in the background, risk signals are tracked and monitored including changes in geolocation, IP address, device posture, and other factors.お知らせ • Oct 10Ping Identity Holding Corp. to Report Q3, 2020 Results on Nov 04, 2020Ping Identity Holding Corp. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 04, 2020お知らせ • Oct 08+ 1 more update`Ping Identity Launches New Cloud Services Enabling Advanced Risk Management and Authentication for the En`terprisePing Identity unveiled PingOne Services, a suite of stand-alone cloud services that provide advanced identity and access management capabilities with flexible integration options and rapid implementation. The first two cloud solutions being announced, PingOne MFA and PingOne Risk Management, address enterprises’ needs to balance security and convenience in the digital experience for an organization’s workforce and customers. Alongside these services, Ping is launching a unified cloud administration experience that provides a single location for administrators to view and manage their identity solutions deployed on-premises and in the cloud. Ping Identity is expanding its identity and access management solutions with new, stand-alone cloud services that can be deployed together or individually to meet an organization’s unique needs. PingOne Services offerings can be easily integrated with existing IAM infrastructure, including Ping Identity solutions as well as third-party products, so that enterprises can pick and choose which advanced capabilities they need and how they want them deployed. PingOne MFA Balances User Convenience with Security: PingOne MFA is a multi-factor authentication cloud service that protects from account takeover attacks, compromised credentials, fraud and other malicious activities, while delivering a smooth and frictionless user experience. The solution uses adaptive authentication policies so that organizations only prompt customers for authentication when needed. Users can also utilize PingOne MFA for custom transaction approvals, such as approving the transfer of funds or other high-value transactions. PingOne MFA can be seamlessly embedded into web and mobile applications, allowing enterprises to brand the end-user experience and provide a choice of easy-to-use authentication methods, including SMS, email and push notifications from a mobile device. PingOne Risk Management Detects and Prevents Threats in Real-Time: PingOne Risk Management is a cloud service that uses machine learning to evaluate risk signals and detect threats in real time. It evaluates user context and multiple signals to understand the level of risk posed by a user attempting to access a particular resource including: User and Entity Behavior Analytics (UEBA): Uses machine learning models that learn past user login behavior for an organization to detect anomalous behavior and assign a level of risk; Anonymous Network Detection: Detects if an IP address is associated with an anonymous network (unknown VPN, TOR, proxy), which increases the probability of malicious behavior; Impossible Travel: Calculates if the time between current login location and previous location is physically possible via travel. If not, there is a high probability of suspicious activity; IP reputation: Evaluates IP address to determine if it was previously used in malicious activity. Unified Administration Experience Provides One Place for All Identity Management: Ping Identity is doubling down on its commitment to deliver exceptional user experiences by improving its own customer experience. Users now benefit from a unified administration experience that provides a holistic view of all Ping products and services and streamlines the most common admin tasks. This new experience is being introduced alongside PingOne Services and grants users the ability to manage all their Ping offerings, add environments, get easy access to documentation, and access free trials of other Ping products to try out functionality.お知らせ • Aug 24Ping Identity Holding Corp. Not Provides Outlook for the Full Year Ending December 31, 2020Ping Identity Holding Corp. announced that given prevailing macro uncertainties related to the COVID-19 pandemic, the company is not providing outlook for the full year ending December 31, 2020.お知らせ • Jul 18Ping Identity Holding Corp. to Report Q2, 2020 Results on Aug 12, 2020Ping Identity Holding Corp. announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 12, 2020お知らせ • Jul 09Ping Identity Holding Corp. has completed a Follow-on Equity Offering in the amount of $287.294976 million.Ping Identity Holding Corp. has completed a Follow-on Equity Offering in the amount of $287.294976 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,977,968 Price\Range: $32お知らせ • Jul 02Ping Identity Holding Corp.(NYSE:PING) dropped from Russell 3000 Value IndexPing Identity Holding Corp.(NYSE:PING) dropped from Russell 3000 Value Index財務状況分析短期負債: PINGの 短期資産 ( $369.9M ) が 短期負債 ( $122.9M ) を超えています。長期負債: PINGの短期資産 ( $369.9M ) が 長期負債 ( $307.8M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: PINGの 純負債対資本比率 ( 11.7% ) は 満足できる 水準であると考えられます。負債の削減: PINGの負債対資本比率が過去 5 年間で減少したかどうかを判断するにはデータが不十分です。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: PINGは、現在の フリーキャッシュフロー に基づき、3 年以上にわたって十分な キャッシュランウェイ を有しています。キャッシュランウェイの予測: PINGの フリー キャッシュ フロー が過去のレートに基づいて増加または減少し続ける場合、十分な キャッシュ ランウェイ があるかどうかを判断するためのデータが不十分です。健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2022/10/18 13:26終値2022/10/17 00:00収益2022/06/30年間収益2021/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ping Identity Holding Corp. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Jonathan RuykhaverBairdSaket KaliaBarclaysTal LianiBofA Global Research15 その他のアナリストを表示
分析記事 • Jul 18Ping Identity Holding (NYSE:PING) Is Making Moderate Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Mar 24Here's Why Ping Identity Holding (NYSE:PING) Can Afford Some DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Sep 30Is Ping Identity Holding (NYSE:PING) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Recent Insider Transactions Derivative • Aug 06Founder exercised options and sold US$2.0m worth of stockOn the 3rd of August, Andre Durand exercised 100k options at a strike price of around US$7.85 and sold these shares for an average price of US$27.87 per share. This trade did not impact their existing holding. For the year to December 2018, Andre's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2021, Andre's direct individual holding has increased from 413.49k shares to 502.42k. Company insiders have collectively sold US$8.4m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Aug 05Thoma Bravo Fund XV, L.P. managed by Thoma Bravo, L.P. entered into a definitive agreement to acquire Ping Identity Holding Corp. (NYSE:PING) from Vepf VI FAF, L.P., Vista Equity Partners Fund VI-A, L.P. and Vista Equity Partners Fund VI, L.P. managed by Vista Equity Partners Management, LLC and others for approximately $2.6 billion.Thoma Bravo Fund XV, L.P. managed by Thoma Bravo, L.P. entered into a definitive agreement to acquire Ping Identity Holding Corp. (NYSE:PING) from Vepf VI FAF, L.P., Vista Equity Partners Fund VI-A, L.P. and Vista Equity Partners Fund VI, L.P. managed by Vista Equity Partners Management, LLC and others for approximately $2.6 billion on August 2, 2022. Thoma Bravo will acquire the shares of Ping Identity at $28.5 per share. The all-cash transaction is valued at an Enterprise Value of approximately $2.8 billion. Thoma Bravo have secured committed financing which is subject to customary terms and conditions, consisting of equity financing from the Fund, the aggregate proceeds of which will be sufficient for Parent to pay the aggregate merger consideration and all related fees and expenses of Ping Identity. Upon completion of the transaction, Ping Identity’s common stock will no longer be listed on the New York Stock Exchange and Ping Identity will become a privately held company. The Company will remain headquartered in Denver, Colorado. Ping Identity will be required to pay Thoma Bravo a termination fee equal to $78,000,000. The transaction is subject to customary closing conditions, including approval by Ping Identity shareholders, regulatory approvals and the expiration or termination of any applicable waiting periods under the Hart-Scott-Rodino Act, certain other approvals and clearances by government authorities, and other customary conditions for a transaction. The transaction, which was unanimously approved by the Ping Identity Board of Directors, is expected to close in the fourth quarter of 2022. Goldman Sachs & Co. LLC is acting as exclusive financial advisor as well as fairness opinion provider and Daniel Wolf, P.C.; David M. Klein, P.C. and Chelsea N. Darnell of Kirkland & Ellis LLP served as legal advisor to Ping Identity. Joshua M. Zachariah, David E. Johanson and Joseph C. Theis of Goodwin Procter LLP is serving as legal counsel to Thoma Bravo. Susie Choi and Christina Lema of Kirkland & Ellis LLP acted as legal advisor to Vista Equity.
Reported Earnings • Aug 04Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: US$0.56 loss per share (down from US$0.13 loss in 2Q 2021). Revenue: US$72.0m (down 8.7% from 2Q 2021). Net loss: US$47.8m (loss widened 336% from 2Q 2021). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 87%. Over the next year, revenue is forecast to grow 18%, compared to a 19% growth forecast for the industry in the US.
Seeking Alpha • Aug 03Ping Identity shares surge 60% on Thoma Bravo acquisitionPing Identity Holding (NYSE:PING) saw its shares rocket up by 60% Wednesday as the identity authentication software company said it had agreed to be acquired by Thoma Bravo for $2.8B in cash. Ping (PING) specializes in software that businesses use to prevent fraud and protect individuals' passwords and personal data. In a statement announcing the deal, Thoma Bravo managing partner Seth Boro praised Ping (PING) for what he called its "strong position in enterprise identity security" as "a tectonic shift if occurring in intelligent identity solutions" for businesses. Under terms of the deal, Thoma Bravo will pay $28.50 a share for all of Ping's (PING) outstanding stock. The price represents a 63% premium over Ping's (PING) Tuesday closing price. Thoma Bravo said the acquisition is expected to close in the fourth quarter of this year. Late Tuesday, Ping (PING) reported second-quarter results that fell short of Wall Street's expectations.
Price Target Changed • Jul 30Price target decreased to US$27.46Down from US$29.79, the current price target is an average from 15 analysts. New target price is 60% above last closing price of US$17.15. Stock is down 22% over the past year. The company is forecast to post a net loss per share of US$1.16 next year compared to a net loss per share of US$0.78 last year.
お知らせ • Jul 20Bernard Harguindeguy Will Step Down from His Role as Svp of Special Projects of Ping Identity Holding CorpPing Identity Holding Corp. announced that effective July 22, 2022, Bernard Harguindeguy will step down from his role as SVP of Special Projects of Ping Identity Holding Corp. to pursue other opportunities.
分析記事 • Jul 18Ping Identity Holding (NYSE:PING) Is Making Moderate Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jul 06Ping Identity Holding Corp. to Report Q2, 2022 Results on Aug 03, 2022Ping Identity Holding Corp. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2022
お知らせ • Jul 02Ping Identity Holding Corp. Announces Resignation of Bryan Kristian Nagel as Chief Operating OfficerOn June 28, 2022, Bryan Kristian Nagel informed Ping Identity Holding Corp. (the “Company”) that he intends to resign from his position as Chief Operating Officer of the Company, effective as of July 15, 2022, to pursue other opportunities, but will remain with the Company in an advisory role through September 30, 2022.
お知らせ • Jun 26Ping Identity Holding Corp.(NYSE:PING) dropped from Russell 2000 Defensive IndexPing Identity Holding Corp.(NYSE:PING) dropped from Russell 2000 Defensive Index
お知らせ • Jun 08Ping Identity Solutions Now Available on AWS Marketplace Through CarahsoftPing Identity announced Federal agencies can now procure the company's Identity, Credential, and Access Management (ICAM) products through the Carahsoft Amazon Web Services (AWS) Marketplace. The listing allows customers to adopt a Zero Trust architecture with AWS Marketplace conveniences such as ease of access, flexible pricing terms, simplified billing, quick deployment, and license management. Cloud-based AWS Marketplace access creates a simpler, faster, and more cost-effective way for agencies to purchase and implement security and identity solutions at a time when they are challenged to meet more stringent standards and policies mandated by the Federal Government. These requirements include the White House Executive Order on Improving the Nation's Cybersecurity, which requires the adoption of Zero Trust architecture.
Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Vik Verma was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • May 26Ping Identity Holding Corp. (NYSE:PING) Shares Could Be 46% Below Their Intrinsic Value EstimateToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Ping Identity Holding...
Seeking Alpha • May 15Ping Identity Q1 Earnings: Turnaround OnARR growth at Ping Identity accelerated for the fifth straight quarter fueled by increasing SaaS revenues. Increasing share of SaaS revenues puts pressure on gross margins, however, they are still at good levels. Increasingly strong ties to the federal government could provide a positive catalyst for the year.
Major Estimate Revision • May 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$0.94 to -US$1.11 per share. Revenue forecast unchanged at US$337.4m. Software industry in the US expected to see average net income growth of 7.3% next year. Consensus price target broadly unchanged at US$31.90. Share price fell 35% to US$17.83 over the past week.
Reported Earnings • May 05First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.24 loss per share (down from US$0.20 loss in 1Q 2021). Revenue: US$84.7m (up 23% from 1Q 2021). Net loss: US$20.3m (loss widened 27% from 1Q 2021). Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 11%, compared to a 37% growth forecast for the industry in the US.
お知らせ • May 05Ping Identity Holding Corp. Provides Financial Guidance for the Second Quarter Ending June 30, 2022 and for the Full Year Ending December 31, 2022Ping Identity Holding Corp. provided financial guidance for the second quarter ending June 30, 2022 and for the full year ending December 31, 2022. For the second quarter, the company expects total revenue of $70.0 million to $75.0 million.For the full year, the company expects total revenue of $332.0 million to $342.0 million.
Buying Opportunity • Apr 19Now 21% undervaluedOver the last 90 days, the stock is up 45%. The fair value is estimated to be US$36.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 63%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to decline by 19% in the next 2 years.
お知らせ • Apr 14Ping Identity Names Technology Veteran Rakesh Thaker as SVP, Chief Development OfficerPing Identity announced Rakesh Thaker as its new SVP, Chief Development Officer to lead Ping Identity's world-wide Research & Development (R&D) organization. Thaker will supersede the retiring Peter Burke, currently responsible for leading Ping Identity's R&D organization. Thaker comes to Ping Identity from Cisco, where as Vice President of Enterprise Networking he was responsible for overseeing a global R&D team. Thaker has held leadership positions at both private and public companies including Cisco, Gigamon, Blue Coat and Dell, where he built, grew and led teams across the world to build enterprise-class SaaS, Security and networking products.
お知らせ • Apr 07Ping Identity Holding Corp. to Report Q1, 2022 Results on May 04, 2022Ping Identity Holding Corp. announced that they will report Q1, 2022 results After-Market on May 04, 2022
Recent Insider Transactions Derivative • Mar 30Founder exercised options and sold US$1.8m worth of stockOn the 25th of March, Andre Durand exercised 100k options at a strike price of around US$7.85 and sold these shares for an average price of US$26.04 per share. This trade did not impact their existing holding. For the year to December 2018, Andre's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2021, Andre's direct individual holding has decreased from 413.49k shares to 33.25k. Company insiders have collectively sold US$3.7m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Mar 24Here's Why Ping Identity Holding (NYSE:PING) Can Afford Some DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Mar 23Ping Identity Holding Corp., Annual General Meeting, May 03, 2022Ping Identity Holding Corp., Annual General Meeting, May 03, 2022, at 08:00 Mountain Standard Time. Agenda: To consider and elect two nominees identified in the accompanying proxy statement to serve as directors, as recommended by the Compensation and Nominating Committee of the Board of Directors of Ping Identity; to consider and ratify the appointment of PricewaterhouseCoopers LLP as Ping Identity's independent registered public accounting firm for the year ending December 31, 2022; to consider the approval, by an advisory vote, of Ping Identity's executive compensation; and to consider other matters of the business.
Price Target Changed • Mar 22Price target decreased to US$29.50Down from US$31.79, the current price target is an average from 15 analysts. New target price is 21% above last closing price of US$24.31. Stock is up 5.6% over the past year. The company is forecast to post a net loss per share of US$0.92 next year compared to a net loss per share of US$0.78 last year.
お知らせ • Mar 03Ping Identity Holding Corp. Announces Board ChangesOn February 23, 2022, Lisa Hook notified the board of directors of Ping Identity Holding Corp. that she would not be standing for re-election to the Board, with her current term set to expire on May 3, 2022. Subject to Board approval, Anil Arora and Vikram Verma are expected to join the Board, with terms beginning on May 3, 2022. Arora and Verma will serve as Class III directors until the Company’s 2025 Annual Meeting of Stockholders. Arora has been a pioneer in the Fintech space and CEO of Yodlee and Envestnet|Yodlee from 2000-2019. He led Yodlee from a start-up to its public offering and eventual sale. Verma is a seasoned executive with over 30 years of leadership experience with technology companies of all sizes. He was previously CEO of 8x8 Inc. where he served for over 7 years.
Major Estimate Revision • Mar 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from US$334.3m to US$337.9m. Forecast EPS reduced from -US$0.47 to -US$0.96 per share. Software industry in the US expected to see average net income growth of 10.0% next year. Consensus price target down from US$31.79 to US$29.64. Share price rose 13% to US$21.44 over the past week.
Price Target Changed • Feb 26Price target decreased to US$29.77Down from US$32.29, the current price target is an average from 14 analysts. New target price is 44% above last closing price of US$20.72. Stock is down 12% over the past year. The company is forecast to post a net loss per share of US$0.49 next year compared to a net loss per share of US$0.78 last year.
お知らせ • Feb 25Ping Identity Holding Corp. Provides Earnings Guidance for Quarter Ending March 31, 2022 and Year Ending December 31, 2022Ping Identity Holding Corp. provides earnings guidance for quarter ending March 31, 2022 and year ending December 31, 2022. For the quarter ending March 31, 2022, the company expects total Revenue of $78.0 million to $82.0 million.For year ending December 31, 2022, the company expects total Revenue of $330.0 million to $340.0 million.
お知らせ • Feb 02Ping Identity Launches PingOne DaVinciPing Identity announced PingOne DaVinci, a new no-code identity orchestration service that enables organizations to design better user experiences with drag-and-drop simplicity. As the foundation of the PingOne Cloud Platform, DaVinci streamlines the integration and deployment of identity services through a no-code experience that makes it easier to design digital user journeys across multiple applications and ecosystems. DaVinci is vendor-agnostic, allowing organizations to integrate and orchestrate identity services from a wide range of vendors. It features a library of 100+ out-of-the-box connectors for a range of identity, IT, and automation services.Identity orchestration empowers enterprises to design dynamic user journeys for any use case within a unified identity fabric. From a single design canvas user can easily create user journeys which span the entire identity lifecycle including registration, verification, authentication, authorization, risk, fraud, privileged access, governance and more. DaVinci makes it easier than ever before to design, test, and optimize end-user experiences.
Seeking Alpha • Jan 30Ping Identity: Facing An Identity CrisisPing Identity has seen growth accelerate in 2021 after a tough pandemic period. Accelerating growth has come at the expense of increasing losses, quite worrying. Fearing these losses and inferior quality of the business vs. some peers which have demonstrated quicker growth, all of this makes me a bit cautious here.
分析記事 • Jan 24Is It Time To Consider Buying Ping Identity Holding Corp. (NYSE:PING)?Ping Identity Holding Corp. ( NYSE:PING ), might not be a large cap stock, but it received a lot of attention from a...
お知らせ • Dec 15Ping Identity Launches PingOne Authorize, Advancing its Cloud Identity Platform with Dynamic Authorization CapabilitiesPing Identity announced PingOne Authorize, introducing cloud-based dynamic authorization capabilities for the enterprise identity security market. The new technology extends the PingOne Cloud Platform’s cybersecurity protection, beyond authenticating users to controlling what users can see and do within applications. This allows organizations to better reduce fraud, comply with privacy regulations, and improve the user experience. PingOne Authorize adds dynamic, fine-grained authorization and administration for applications, APIs, and data with attribute-based access control (ABAC). These new capabilities give organizations the ultimate flexibility to apply data access policies anywhere, using contextual information in the decision. By offering it as a cloud-based service within the PingOne Cloud Platform, customers can gain enhanced authorization capabilities and rapid time to value.
Recent Insider Transactions Derivative • Nov 26Founder exercised options and sold US$1.8m worth of stockOn the 22nd of November, Andre Durand exercised 100k options at a strike price of around US$7.85 and sold these shares for an average price of US$25.37 per share. This trade did not impact their existing holding. For the year to December 2020, Andre's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2020, Andre's direct individual holding has decreased from 418.97k shares to 413.49k. Company insiders have collectively sold US$4.1m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Nov 09Price target increased to US$35.29Up from US$32.79, the current price target is an average from 15 analysts. New target price is 21% above last closing price of US$29.25. Stock is up 31% over the past year. The company is forecast to post a net loss per share of US$0.72 next year compared to a net loss per share of US$0.15 last year.
Reported Earnings • Nov 05Third quarter 2021 earnings released: US$0.14 loss per share (vs US$0.012 loss in 3Q 2020)The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$76.2m (up 27% from 3Q 2020). Net loss: US$11.5m (loss widened US$10.5m from 3Q 2020).
Executive Departure • Oct 06Senior VP of Finance & Chief Accounting Officer Adriana Carpenter has left the companyOn the 30th of September, Adriana Carpenter's tenure as Senior VP of Finance & Chief Accounting Officer ended. As of June 2021, Adriana still personally held 67.36k shares (US$1.5m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.
分析記事 • Sep 30Is Ping Identity Holding (NYSE:PING) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Aug 06Ping Identity Holding Corp. Provides Financial Guidance for the Third Quarter Ending September 30, 2021 and for the Year Ending December 31, 2021Ping Identity Holding Corp. provided financial guidance for the third quarter ending September 30, 2021 and for the year ending December 31, 2021. For the quarter, the company expects, total annual recurring revenue of $286.0 million to $288.0 million; and total revenue of $65.0 million to $70.0 million. For the year, the company expects, total annual recurring revenue of $304.0 million to $306.0 million; and total revenue of $278.0 million to $285.0 million.
Reported Earnings • Aug 05Second quarter 2021 earnings released: US$0.13 loss per share (vs US$0.036 loss in 2Q 2020)The company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: US$78.9m (up 34% from 2Q 2020). Net loss: US$11.0m (loss widened 277% from 2Q 2020).
Seeking Alpha • Aug 05Ping Identity - Stock And Valuation Near Bottom, Time To BuyFollowing solid F2Q21 results, we are buying more shares of Ping at the current levels. The company beat consensus revenue, EPS, ARR, and free cash flow estimates. Ping has been impacted by the pandemic more than other companies in our coverage universe. The company expects business to recover quickly as the pandemic comes to an end. With the pandemic end looming, many enterprises, particularly in the affected industries of travel and hospitality, are building out their identity security ahead of potential business improvement. The stock is trading slightly above 52-week lows of around $20 and is still 40% below its 52-week highs of about $38, making the risk/reward favorable to investors. The company has products, growth drivers, compelling valuation, and potential multiple expansion to increase the stock price. Therefore, we urge investors to buy the stock here.
お知らせ • Jun 28+ 3 more updatesPing Identity Holding Corp.(NYSE:PING) dropped from Russell 2500 Growth IndexPing Identity Holding Corp.(NYSE:PING) dropped from Russell 2500 Growth Index
お知らせ • Jun 22+ 1 more updatePing Identity Holding Corp. (NYSE:PING) acquired SecuredTouch Inc.Ping Identity Holding Corp. (NYSE:PING) acquired SecuredTouch Inc on June 21, 2021. Ping Identity Holding Corp. (NYSE:PING) completed the acquisition of SecuredTouch Inc on June 21, 2021.
Seeking Alpha • Jun 21Ping Identity acquires SecuredTouch to bolster new cloud platformPing Identity (PING) announces the new PingOne Cloud Platform, which gives customers a single point from which to manage every Ping product and service.The cloud platform includes PingOne for Customers with multi-factor authentication and other identity services and PingOne for Workforce to connect employees and contract workers to a central authentication authority for one-click single sign-on access.The company rebrands its PingDataGovernance product as PingAuthorize, which fits into the cloud platform to allow enterprises centralized authentication to help mitigate fraud and
お知らせ • Jun 17Ping Identity Holding Corp. has completed a Follow-on Equity Offering in the amount of $144 million.Ping Identity Holding Corp. has completed a Follow-on Equity Offering in the amount of $144 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,000,000 Price\Range: $24 Discount Per Security: $0.25
Executive Departure • May 12Independent Director has left the companyOn the 6th of May, Clifford Chiu's tenure as Independent Director ended after 4.3 years in the role. As of December 2020, Clifford personally held 36.84k shares (US$1.1m worth at the time). A total of 2 executives have left over the last 12 months.
Major Estimate Revision • May 12Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from US$261.1m to US$269.5m. Forecast EPS reduced from -US$0.34 to -US$0.67 per share. Software industry in the US expected to see average net income growth of 4.5% next year. Consensus price target broadly unchanged at US$32.38. Share price was steady at US$22.87 over the past week.
Reported Earnings • May 07First quarter 2021 earnings released: US$0.20 loss per share (vs US$0.054 loss in 1Q 2020)The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: US$68.9m (up 12% from 1Q 2020). Net loss: US$15.9m (loss widened 271% from 1Q 2020).
お知らせ • May 06Ping Identity Provides Financial Guidance for the Quarter Ending June 30, 2021 and Year Ending December 31, 2021Ping Identity provided financial guidance for the quarter ending June 30, 2021 and year ending December 31, 2021. For the quarter, the company expects total ARR of $272.0 million to $274.0 million. Total Revenue of $65.0 million to $67.0 million. For the year, the company expects total ARR of $298.5 million to $300.5 million. Total Revenue of $264.0 million to $272.0 million.
お知らせ • Mar 12Ping Identity Appoints Diane Gherson to Board of DirectorsPing Identity reported that Diane Gherson has joined the company's board of directors. Gherson served as Chief Human Resource Officer (CHRO) for International Business Machines Corp. (IBM) for seven years, retiring in December 2020. At IBM, she was responsible for the people and culture of the company's 350,000+ global workforce. During her tenure as CHRO, Gherson redesigned all aspects of IBM's people agenda and management systems to support a massive shift in the business portfolio, shaping a culture of continuous learning, innovation and agility. She championed IBM's global adoption of design thinking and agile methods at scale, driving a company-wide, co-created overhaul of performance management. Gherson holds a U.S. patent in the field of predictive analytics and has been widely recognized as a high-impact, technology savvy chief human resource officer who has redefined the human resources profession. Gherson was named HR Executive of the Year by HR Executive in 2018, and elected Fellow of the National Academy of Human Resources (NAHR), the highest honor granted in the human resources profession. In addition to her board position with Ping Identity, Gherson also serves on the Boards of iCIMS, the National Academy of Human Resources and is an executive advisory board member at Semper Virens Venture Capital. Prior to joining IBM in 2002, Gherson led the global compensation and performance practice at consulting firm Willis Towers Watson.
Is New 90 Day High Low • Mar 06New 90-day low: US$22.49The company is down 8.0% from its price of US$24.37 on 04 December 2020. The American market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period.
お知らせ • Mar 04Ping Identity Holding Corp. Joins Decentralized Identity Foundation to Advance Open Standards for Personal IdentityPing Identity Holding Corp. joined the Decentralized Identity Foundation (DIF) to help forge open standards for protecting digital identities. The Digital Identity Foundation aims to develop an open ecosystem for decentralized management of digital identities, and ensure interoperability between all participants. The goal is to help people and organizations gain control over their digital identities, enabling them to conduct trusted online transactions and interactions safely. Ping Identity has been a leading proponent of open standards for personal identity since its inception. The company is actively involved in the World Wide Web Consortium’s (W3C) Web Authentication and Verifiable Credentials Working Group. It is also a major participant in the standard setting bodies for the OpenID Foundation and the Internet Engineering Task Force (IETF). Ping Identity also recently announced its Project COVID Freedom initiative, which provides an open, standards approach to managing digital COVID-19 vaccine certifications. Ping Identity will collaborate with more than 600 members in active DIF working groups, sharing its knowledge in standards-based solutions for trustworthy digital identities. The company will help develop technical specifications for protocols, components, and data formats for digital identities. It will also help develop open source reference implementations that enable creation, resolution, and discovery of decentralized identifiers and names across decentralized systems, like blockchains and distributed ledgers, to name a few of the Foundation’s efforts.
Major Estimate Revision • Mar 03Analysts lower EPS estimates to -US$0.36The 2021 consensus revenue estimate was lowered from US$288.3m to US$260.9m. The company's losses are expected to worsen with analysts lowering their EPS forecasts from -US$0.25 to -US$0.36 for the same period. The Software industry in the US is expected to see an average net income growth of 5.8% next year. The consensus price target was lowered from US$34.71 to US$33.82. Share price is down by 22% to US$24.62 over the past week.
お知らせ • Mar 03Ping Identity Holding Corp. Announces Board and Committee AppointmentsOn March 1, 2021, the board of directors (the “Board”) of Ping Identity Holding Corp. (the Company”) increased the size of the Board from ten to eleven directors and appointed Diane Gherson as a member of the Board to fill the resulting vacancy. Ms. Gherson will serve as a Class II director until the Company’s 2021 Annual Meeting of Stockholders, and is expected to be nominated for election to a new three-year term at such meeting. Ms. Gherson was also appointed to serve on the Compensation and Nominating Committee of the Board. Ms. Gherson served as chief human resource officer (“CHRO”) for International Business Machines Corporation (“IBM”) for seven years, retiring in December 2020. At IBM, Ms. Gherson was responsible for the people and culture of IBM's global workforce. During her tenure as CHRO, Ms. Gherson redesigned all aspects of IBM’s people agenda and management systems. Ms. Gherson serves on the Boards of iCIMS Inc. and the National Academy of Human Resources, and as an executive advisory board member at Semper Virens Venture Capital. Prior to joining IBM in 2002, Ms. Gherson led the global compensation and performance practice at consulting firm Willis Towers Watson.
分析記事 • Feb 27Ping Identity Holding Corp. (NYSE:PING) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportThere's been a major selloff in Ping Identity Holding Corp. ( NYSE:PING ) shares in the week since it released its...
Reported Earnings • Feb 27Full year 2020 earnings released: US$0.15 loss per share (vs US$0.022 loss in FY 2019)The company reported a poor full year result with increased losses and weaker control over costs, although revenues were flat. Full year 2020 results: Revenue: US$243.6m (flat on FY 2019). Net loss: US$11.9m (loss widened US$10.4m from FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 27Revenue and earnings miss expectationsRevenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 32%. Over the next year, revenue is forecast to grow 7.1%, compared to a 19% growth forecast for the Software industry in the US.
お知らせ • Feb 19Peter Burke Joins Ping Identity Holding Corp. as Senior Vice President of R&DPing Identity, welcomed Peter Burke as the new Senior Vice President of Research and Development. Burke is a highly accomplished business leader with a Ph.D. in Computer Science and more than 25 years of technology experience spanning Silicon Valley startups to multinational organizations. Burke will drive product strategy and development across all Ping solutions, helping to further accelerate identity security and make access management simple for businesses and the consumers they serve.
お知らせ • Feb 18Ping Identity’s ‘Project COVID Freedom’ Aims to Make Vaccination Verification SimplePing Identity announced Project COVID Freedom which leverages its recent acquisition of ShoCard personal identity to allow healthcare providers, businesses, and individuals to easily share proof of COVID test results and vaccinations. Project COVID Freedom creates a secure and privacy enabled way for healthcare providers, businesses, and individuals to verify test and vaccination results, while keeping users up to date on vaccination status over time via private encrypted messages. Individuals instantly receive digital proof of their vaccinations in their secure ShoCard mobile wallet from enrolled healthcare providers, then can securely share with participating employers, restaurants, entertainment arenas, friends, family, and more, using a QR code. Unlike other vaccination passports, Ping Identity’s solution provides a secure way to continuously manage test results and vaccination status, speeding up the time it takes to demonstrate proof of vaccination, and providing a more versatile and trustworthy solution over paper certifications. Using Ping Identity’s solution, vaccine providers can send timely reminders directly to customers when they are due for a second dose. Or, if a batch of vaccines is discovered to lack efficacy, providers can revoke the proof and instantly communicate corrective actions.
Is New 90 Day High Low • Feb 10New 90-day high: US$33.98The company is up 59% from its price of US$21.39 on 11 November 2020. The American market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$18.22 per share.
Recent Insider Transactions Derivative • Feb 10Chief Legal Officer & Secretary exercised options and sold US$259k worth of stockOn the 8th of February, Lauren Romer exercised 11k options at a strike price of around US$11.79 and sold these shares for an average price of US$35.02 per share. This trade did not impact their existing holding. Since June 2020, Lauren has owned 95.42k shares directly. Company insiders have collectively sold US$6.9m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Feb 03Ping Identity Launches New Identity Verification Service to Radically Simplify Customer Onboarding and Reduce FraudPing Identity launched PingOne Verify, a new cloud service that helps enterprises make it easy for customers to verify their identity for rapid account onboarding, authentication and fraud prevention. The new PingOne Service is the latest addition to Ping Identity’s suite of cloud services for identity and access management (IAM). PingOne Verify empowers enterprises to improve customer convenience and strengthen security by streamlining identity verification when customers create new accounts, enroll in new services and other scenarios where risk is elevated. The innovative cloud service leverages facial recognition technology and government ID document validation to ensure enterprises are interacting with the right customers without requiring passwords or any unnecessary friction in the user experience. PingOne Verify enables enterprises to enhance the customer experience by embedding identity verification directly into their customer-facing mobile app. Customers simply provide live-capture selfies along with an image of their government-issued identification card, such as a driver’s license or passport. The technology leverages “liveness detection,” in which customers' facial gestures – like smiling and straight-faced – are captured in a continuous stream, rather than a single static image, allowing PingOne Verify to ensure the end-user is a real, live person who is able to follow instructions. PingOne Verify uses facial recognition technology to match the live-face capture with the customer’s image on their government ID. Once it is determined to be a match, PingOne Verify then taps into external data services to validate the government ID is not tampered with or modified. When verification is complete, customers can continue with the account creation, registration or authentication process. PingOne Verify also helps enterprises streamline secondary account creation or other events that would require the customer to reverify their identity. The service connects a customer’s verified identity to their mobile device during the initial verification, bypassing the need to scan a government ID on subsequent verifications. This approach not only simplifies the process for repeat customers, it can lower the overall cost of identity verification for enterprises without impacting security. The new service is particularly ideal for companies in regulated industries, such as financial services and insurance, which have strict Know Your Customer (KYC) requirements. The risk level during the first interaction with a customer has high potential for fraudulent activity or account takeover. PingOne Verify gives these enterprises the confidence that they are engaging with the right customers from the very first interaction.
Is New 90 Day High Low • Jan 25New 90-day high: US$32.30The company is up 2.0% from its price of US$31.82 on 26 October 2020. The American market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$21.23 per share.
Recent Insider Transactions Derivative • Jan 23Chief Legal Officer & Secretary exercised options and sold US$310k worth of stockOn the 19th of January, Lauren Romer exercised 14.35k options at a strike price of around US$7.85 and sold these shares for an average price of US$29.49 per share. This trade did not impact their existing holding. Since June 2020, Lauren has owned 95.42k shares directly. Company insiders have collectively sold US$6.6m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jan 20Ping Identity Holding Corp. to Report Q4, 2020 Results on Feb 24, 2021Ping Identity Holding Corp. announced that they will report Q4, 2020 results After-Market on Feb 24, 2021
お知らせ • Jan 07Ping Identity Holding Corp. Appoints Paul E. Martin as Member of the BoardOn January 1, 2021, the board of directors of Ping Identity Holding Corp. increased in the size of the Board from nine to ten directors and appointed Paul E. Martin as a member of the Board to fill the resulting vacancy. Mr. Martin will serve as a Class II director until the company’s 2021 Annual Meeting of Stockholders and until such time as his successor is duly elected and qualified, or until his earlier death, resignation or removal. Mr. Martin was also appointed to serve on the Audit Committee of the Board. Paul E. Martin, 62, served as senior vice president and chief information officer for Baxter International Inc. from January 2011 to October 2020, where he had global responsibility for information technology strategy, operations, security, and processes.
分析記事 • Jan 06Should You Review Recent Insider Transactions At Ping Identity Holding Corp. (NYSE:PING)?We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is that...
Recent Insider Transactions Derivative • Dec 15Chief Operating Officer exercised options and sold US$146k worth of stockOn the 11th of December, B. Nagel exercised 10.00k options at a strike price of around US$13.44 and sold these shares for an average price of US$28.00 per share. This trade did not impact their existing holding. Since March 2020, Nagel has not owned shares directly. Company insiders have collectively sold US$5.0m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Dec 11Can You Imagine How Ping Identity Holding's (NYSE:PING) Shareholders Feel About The 27% Share Price Increase?It hasn't been the best quarter for Ping Identity Holding Corp. ( NYSE:PING ) shareholders, since the share price has...
お知らせ • Nov 28Ping Identity Holding Corp. Announces Board ChangesOn November 27, 2020, the board of directors of Ping Identity Holding Corp. appointed Martin Taylor as a member of the board. Mr. Taylor will serve as a Class I director until the company’s 2024 annual meeting of stockholders and until such time as his successor is duly elected and qualified, or until his earlier death, resignation or removal. Mr. Taylor was also appointed to serve on the compensation and nominating committee of the board. Mr. Taylor fills the vacancy on the board created by the resignation of Brian Sheth, who resigned from the board and as chairman effective November 26, 2020. Mr. Sheth’s decision to resign was not due to any disagreement with the company’s operations, policies or practices. The board also appointed current director Michael Fosnaugh to serve as chairman of the board. Martin Taylor, 50, is an operating managing director at Vista Equity Partners. In his capacity as an operating managing director he works with the leadership teams in the Vista portfolio creating value. Mr. Taylor currently serves on the board of multiple Vista portfolio companies, including Jamf Holding Corp. He also works on a variety of cross portfolio initiatives. Prior to joining Vista in 2006, Mr. Taylor spent over 13 years at Microsoft in various capacities, including roles managing corporate strategy, sales, product marketing and various segment focused teams in North America and Latin America. Mr. Taylor attended George Mason University.
Price Target Changed • Nov 13Price target lowered to US$33.07Down from US$36.27, the current price target is an average from 14 analysts. The new target price is 61% above the current share price of US$20.59. As of last close, the stock is up 7.0% over the past year.
Is New 90 Day High Low • Nov 13New 90-day low: US$20.59The company is down 37% from its price of US$32.75 on 14 August 2020. The American market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$18.66 per share.
お知らせ • Nov 03Ping Identity Holding Corp. (NYSE:PING) acquired Symphonic Software.Ping Identity Holding Corp. (NYSE:PING) acquired Symphonic Software on November 2, 2020. Ping Identity Holding Corp. (NYSE:PING) completed the acquisition of Symphonic Software on November 2, 2020.
お知らせ • Oct 29Ping Identity Unveils Advanced Passwordless Features to Transform Digital ExperiencesPing Identity announced PingZero, a suite of passwordless authentication features organizations can implement to deliver seamless digital experiences to employees and customers. By eliminating login friction, including the need for usernames and passwords, PingZero boosts employee productivity, improves customer retention and acquisition rates, and strengthens cybersecurity defenses 'all with zero passwords and zero friction. PingZero uniquely leverages the Ping Intelligent Identity platform and other technologies including the FIDO2 standard to enable passwordless experiences across a variety of resources and applications. PingZero’s advanced passwordless authentication utilizes device and browser settings, biometrics, and the FIDO2 standard to provide enterprises with greater assurance that a user is who they say they are. The solution also removes interruptions like excessive login prompts or password resets, which not only cause strain on IT departments but deteriorate employee productivity and customer engagement. PingZero can be deployed across a broad range of enterprise resources including mobile, SaaS, legacy applications, and more. PingZero is available in multiple Ping offerings including the comprehensive authentication authority solutions, Customer360 and Workforce360. Key features include: User Self-Registration: A simple and convenient QR code-based sign-on process means no passwords are needed at the time of account creation. Customization: Includes the ability for enterprises to use their own branded mobile application to implement PingZero without requiring third-party MFA applications for the user to download. Security and Compliance: Provides phishing-resistant, privacy-preserving authentication based on the FIDO2/WebAuthn standard. Continuous Authentication: Added convenience by requiring a user to re-authenticate only when certain risk thresholds are exceeded. Operating in the background, risk signals are tracked and monitored including changes in geolocation, IP address, device posture, and other factors.
お知らせ • Oct 10Ping Identity Holding Corp. to Report Q3, 2020 Results on Nov 04, 2020Ping Identity Holding Corp. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 04, 2020
お知らせ • Oct 08+ 1 more update`Ping Identity Launches New Cloud Services Enabling Advanced Risk Management and Authentication for the En`terprisePing Identity unveiled PingOne Services, a suite of stand-alone cloud services that provide advanced identity and access management capabilities with flexible integration options and rapid implementation. The first two cloud solutions being announced, PingOne MFA and PingOne Risk Management, address enterprises’ needs to balance security and convenience in the digital experience for an organization’s workforce and customers. Alongside these services, Ping is launching a unified cloud administration experience that provides a single location for administrators to view and manage their identity solutions deployed on-premises and in the cloud. Ping Identity is expanding its identity and access management solutions with new, stand-alone cloud services that can be deployed together or individually to meet an organization’s unique needs. PingOne Services offerings can be easily integrated with existing IAM infrastructure, including Ping Identity solutions as well as third-party products, so that enterprises can pick and choose which advanced capabilities they need and how they want them deployed. PingOne MFA Balances User Convenience with Security: PingOne MFA is a multi-factor authentication cloud service that protects from account takeover attacks, compromised credentials, fraud and other malicious activities, while delivering a smooth and frictionless user experience. The solution uses adaptive authentication policies so that organizations only prompt customers for authentication when needed. Users can also utilize PingOne MFA for custom transaction approvals, such as approving the transfer of funds or other high-value transactions. PingOne MFA can be seamlessly embedded into web and mobile applications, allowing enterprises to brand the end-user experience and provide a choice of easy-to-use authentication methods, including SMS, email and push notifications from a mobile device. PingOne Risk Management Detects and Prevents Threats in Real-Time: PingOne Risk Management is a cloud service that uses machine learning to evaluate risk signals and detect threats in real time. It evaluates user context and multiple signals to understand the level of risk posed by a user attempting to access a particular resource including: User and Entity Behavior Analytics (UEBA): Uses machine learning models that learn past user login behavior for an organization to detect anomalous behavior and assign a level of risk; Anonymous Network Detection: Detects if an IP address is associated with an anonymous network (unknown VPN, TOR, proxy), which increases the probability of malicious behavior; Impossible Travel: Calculates if the time between current login location and previous location is physically possible via travel. If not, there is a high probability of suspicious activity; IP reputation: Evaluates IP address to determine if it was previously used in malicious activity. Unified Administration Experience Provides One Place for All Identity Management: Ping Identity is doubling down on its commitment to deliver exceptional user experiences by improving its own customer experience. Users now benefit from a unified administration experience that provides a holistic view of all Ping products and services and streamlines the most common admin tasks. This new experience is being introduced alongside PingOne Services and grants users the ability to manage all their Ping offerings, add environments, get easy access to documentation, and access free trials of other Ping products to try out functionality.
お知らせ • Aug 24Ping Identity Holding Corp. Not Provides Outlook for the Full Year Ending December 31, 2020Ping Identity Holding Corp. announced that given prevailing macro uncertainties related to the COVID-19 pandemic, the company is not providing outlook for the full year ending December 31, 2020.
お知らせ • Jul 18Ping Identity Holding Corp. to Report Q2, 2020 Results on Aug 12, 2020Ping Identity Holding Corp. announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 12, 2020
お知らせ • Jul 09Ping Identity Holding Corp. has completed a Follow-on Equity Offering in the amount of $287.294976 million.Ping Identity Holding Corp. has completed a Follow-on Equity Offering in the amount of $287.294976 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,977,968 Price\Range: $32
お知らせ • Jul 02Ping Identity Holding Corp.(NYSE:PING) dropped from Russell 3000 Value IndexPing Identity Holding Corp.(NYSE:PING) dropped from Russell 3000 Value Index