PLAN

Anaplan, Inc. (PLAN) | Rumor.io

Anaplan

PLAN

Attention (50-day avg)0%

Attention rank (50-day avg)—

Bullish sentiment (50-day avg)—

Price to earnings ratio0

Market capitalization0

Earnings per share0

Dividend yield (TTM)—

Revenue (annual)0

Net income (annual)0

Social

What share of all stock conversation is about PLAN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% new	0% +0

Mar 16

Anaplan, Inc. (PLAN) is mentioned as an example of being greedy when others are fearful.
Blue Owl and OTF are cited as examples of being greedy when others are fearful, but Anaplan is specifically highlighted as a separate example.
No specific market-relevant information is provided about Anaplan's performance or prospects.

Generated by AI

Sentiment

Of the messages about PLAN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100%	100% +54.55
Bearish	—	—	0%	0% -54.55

Bullish· Mar 21

$PLAN's buyout by Thoma Bravo at 14x NTM revenues is a good comp for SaaS investors in this turbulent market.
The acquisition is a bullish sign for the entire SaaS space, with $PLAN's mid-20% growth and no margin support making it a massively bullish stock.
$PLAN is expected to see a re-rating from 6x to 8-10x, with the stock grinding higher as a result of the buyout.

Bearish· Nov 24

The sell-off in growth, tech, and pandemic-related names is likely not over, with Anaplan (PLAN) experiencing a 14% drop after-hours despite decent revenue growth.
Anaplan's (PLAN) guidance on cRPO bookings has been downgraded, leading to a decline in the stock price, with some analysts predicting further slowdown.
The market saturation and high short interest in Anaplan (PLAN) may lead to further price declines, with some traders expecting the stock to drop to $30 or lower.

Generated by AI

Topics

Of the messages about PLAN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	—	—	—	0%
Announcements	—	—	—	85.71%
Controversies	—	—	—	0%
Earnings	—	—	—	14.29%
Macro	—	—	—	0%
Technical Analysis	—	—	—	0%

Earnings· Nov 23

Anaplan, Inc. reported Q3 adjusted EPS of -$0.05, beating the consensus estimate of -$0.11.
The company raised its FY22 revenue guidance to $583.5M-$584.5M, above the previous estimate of $571.5M-$573.5M.
Anaplan also guided Q4 revenue to $154M-$155M, above the consensus estimate of $152.91M.

Analysts· Mar 22

Wells Fargo downgraded Anaplan (PLAN) from Overweight to Equal-Weight with a $66 price target.
Multiple analysts, including Michael Turrin (Wells Fargo) and Scott Berg (Needham), downgraded Anaplan to Hold or Neutral with price targets around $66.
The average analyst rating for Anaplan (PLAN) is Buy, with 81% of 29 analysts recommending a buy.

Announcements· Jun 6

Anaplan, Inc. ($PLAN) amended its merger agreement with Thoma Bravo, with shareholders now receiving $63.75 per share in cash, a 3.4% reduction from the original purchase price of $66.00.
The price revision was made to resolve a "disagreement regarding compliance with certain terms of the merger agreement," according to Anaplan.
The deal is expected to close on June 30, with Thoma Bravo's revised offer of $63.75 per share not seen as having ramifications for other deals the company has announced.

Technical Analysis· Aug 27

$PLAN is testing its 50-day moving average (dma) after a similar report to its earnings in May, which led to a 50% gain in the next 3 months.
The stock has shown bullish action, including a bounce off the 50 dma, a hammer formation, and a clear move up off the lows with volume, suggesting a potential breakout.
Market sentiment is a key difference between the current report and the May earnings report, with the stock showing buying in the face of negativity, indicating a potential continuation of the uptrend.

Generated by AI

Community

Of the messages about PLAN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	0%	3.22%
Newcomers	100%	100%	100%	96.78%

Regulars· Jun 6

Anaplan and Thoma Bravo amended the merger agreement, with Anaplan stockholders now receiving $63.75 per share in cash, down from the original purchase price of $66.00.
The price revision is due to a disagreement between the parties regarding compliance with certain terms of the merger agreement, which Thoma Bravo attempted to resolve by revising the consideration.
The revised price has sent shockwaves through the P/E-backed deal market, with other companies such as SailPoint Technologies (SAIL) and Anaplan (PLAN) experiencing sympathy losses.

Newcomers· Mar 23

The acquisition of $PLAN by Bravo for $10.7B is being analyzed, with a focus on the implied DCF curve and the premium built into the value of the company prior to the announcement.
The relatively low sales of $592M TTM for $PLAN, despite being acquired for $10B, is being discussed as a potential opportunity for other software companies in an inflationary environment.
The insider selling of 60,000 shares of $PLAN by Frank Calderoni for a total cost of $3,001,824.00 is being noted, with no further context or analysis provided.

Generated by AI

Also Discussed

Investors talking about PLAN also mention

#	Name	Attention
1	COUP - Coupa Software Incorporated	——
2	SMAR - Smartsheet Inc.	——
3	Elastic N.V.ESTC	0%-0.01
4	Okta Inc. Class A Common StockOKTA	0.01%+0
5	AYX - Alteryx, Inc.	——
6	Veeva Systems Inc.VEEV	0%0
7	PagerDuty Inc.PD	0%new
8	RingCentral, Inc. Class A Common StockRNG	0%new
9	Zscaler Inc.ZS	0%-0.04
10	Tenable Holdings, Inc.TENB	0.01%+0.01

Anaplan, Inc.

Location

Social

What share of all stock conversation is about PLAN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% new	0% +0

Mar 16

Anaplan, Inc. (PLAN) is mentioned as an example of being greedy when others are fearful.
Blue Owl and OTF are cited as examples of being greedy when others are fearful, but Anaplan is specifically highlighted as a separate example.
No specific market-relevant information is provided about Anaplan's performance or prospects.

Generated by AI

Sentiment

Of the messages about PLAN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100%	100% +54.55
Bearish	—	—	0%	0% -54.55

Bullish· Mar 21

$PLAN's buyout by Thoma Bravo at 14x NTM revenues is a good comp for SaaS investors in this turbulent market.
The acquisition is a bullish sign for the entire SaaS space, with $PLAN's mid-20% growth and no margin support making it a massively bullish stock.
$PLAN is expected to see a re-rating from 6x to 8-10x, with the stock grinding higher as a result of the buyout.

Bearish· Nov 24

The sell-off in growth, tech, and pandemic-related names is likely not over, with Anaplan (PLAN) experiencing a 14% drop after-hours despite decent revenue growth.
Anaplan's (PLAN) guidance on cRPO bookings has been downgraded, leading to a decline in the stock price, with some analysts predicting further slowdown.
The market saturation and high short interest in Anaplan (PLAN) may lead to further price declines, with some traders expecting the stock to drop to $30 or lower.

Generated by AI

Topics

Of the messages about PLAN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	—	—	—	0%
Announcements	—	—	—	85.71%
Controversies	—	—	—	0%
Earnings	—	—	—	14.29%
Macro	—	—	—	0%
Technical Analysis	—	—	—	0%

Earnings· Nov 23

Anaplan, Inc. reported Q3 adjusted EPS of -$0.05, beating the consensus estimate of -$0.11.
The company raised its FY22 revenue guidance to $583.5M-$584.5M, above the previous estimate of $571.5M-$573.5M.
Anaplan also guided Q4 revenue to $154M-$155M, above the consensus estimate of $152.91M.

Analysts· Mar 22

Wells Fargo downgraded Anaplan (PLAN) from Overweight to Equal-Weight with a $66 price target.
Multiple analysts, including Michael Turrin (Wells Fargo) and Scott Berg (Needham), downgraded Anaplan to Hold or Neutral with price targets around $66.
The average analyst rating for Anaplan (PLAN) is Buy, with 81% of 29 analysts recommending a buy.

Announcements· Jun 6

Anaplan, Inc. ($PLAN) amended its merger agreement with Thoma Bravo, with shareholders now receiving $63.75 per share in cash, a 3.4% reduction from the original purchase price of $66.00.
The price revision was made to resolve a "disagreement regarding compliance with certain terms of the merger agreement," according to Anaplan.
The deal is expected to close on June 30, with Thoma Bravo's revised offer of $63.75 per share not seen as having ramifications for other deals the company has announced.

Technical Analysis· Aug 27

$PLAN is testing its 50-day moving average (dma) after a similar report to its earnings in May, which led to a 50% gain in the next 3 months.
The stock has shown bullish action, including a bounce off the 50 dma, a hammer formation, and a clear move up off the lows with volume, suggesting a potential breakout.
Market sentiment is a key difference between the current report and the May earnings report, with the stock showing buying in the face of negativity, indicating a potential continuation of the uptrend.

Generated by AI

Community

Of the messages about PLAN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	0%	3.22%
Newcomers	100%	100%	100%	96.78%

Regulars· Jun 6

Anaplan and Thoma Bravo amended the merger agreement, with Anaplan stockholders now receiving $63.75 per share in cash, down from the original purchase price of $66.00.
The price revision is due to a disagreement between the parties regarding compliance with certain terms of the merger agreement, which Thoma Bravo attempted to resolve by revising the consideration.
The revised price has sent shockwaves through the P/E-backed deal market, with other companies such as SailPoint Technologies (SAIL) and Anaplan (PLAN) experiencing sympathy losses.

Newcomers· Mar 23

The acquisition of $PLAN by Bravo for $10.7B is being analyzed, with a focus on the implied DCF curve and the premium built into the value of the company prior to the announcement.
The relatively low sales of $592M TTM for $PLAN, despite being acquired for $10B, is being discussed as a potential opportunity for other software companies in an inflationary environment.
The insider selling of 60,000 shares of $PLAN by Frank Calderoni for a total cost of $3,001,824.00 is being noted, with no further context or analysis provided.

Generated by AI

Anaplan

Social

Mar 16

Sentiment

Bullish· Mar 21

Bearish· Nov 24

Topics

Earnings· Nov 23

Analysts· Mar 22

Announcements· Jun 6

Technical Analysis· Aug 27

Community

Regulars· Jun 6

Newcomers· Mar 23

Also Discussed

Anaplan, Inc.

Company Information

Location

Social

Mar 16

Sentiment

Bullish· Mar 21

Bearish· Nov 24

Topics

Earnings· Nov 23

Analysts· Mar 22

Announcements· Jun 6

Technical Analysis· Aug 27

Community

Regulars· Jun 6

Newcomers· Mar 23

Also Discussed