Entering text into the input field will update the search result below

SolarWinds: Things Are Getting Better, But Still A Hold For Now

May 23, 2023 12:02 AM ETSolarWinds Corporation (SWI)
Vader Capital profile picture
Vader Capital


  • SolarWinds started FY23 strong, surpassing expectations with robust revenue performance and margin recovery to over a 40% EBITDA margin.
  • The addition of 47 new customers who each spent over $100,000 demonstrates improving business prospects.
  • I believe market consensus margin estimates may be conservative, creating room for SWI to surpass expectations and trigger a re-rating of the stock.

Abstract Modern tech of Programming code screen developer.

Peach_iStock/iStock via Getty Images


I reiterate my recommendation to stay neutral for SolarWinds Corporation (NYSE:SWI). My previous stance was that there are many things to dislike in the short to mid-terms. The slowing customer growth, challenging competitive environment, business

This article was written by

Vader Capital profile picture
Ex-long only investor turned business owner. Operate in the real estate and chemicals industry. Read and invest in companies on the side every night. I view investment as a never-ending-journey that allows me to constantly learn new industries and business models. While I am not the best today, I strive to be better with each deep-dive and analysis. Finally, this is a very profitable venture that pays well at the end of the journey if the process is done right.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You


Disagree with this article? Submit your own. To report a factual error in this article, . Your feedback matters to us!

About SWI

SymbolLast Price% Chg
Market Cap
Yield (TTM)
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on SWI

Related Stocks

SymbolLast Price% Chg
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.