I just ran across this & thought the board would be interested. According to Glassdoor the best job in America in 2019 was Data Scientist.
https://www.glassdoor.com/List/Best-Jobs-in-America-LST_KQ0,…
I would not be surprised to see Alteryx as an acquisition target in 2020.
Frank - long AYX, see profile for all holdings
CMFFrankDip, your post made me… curious. It feels like you’re adjoining two similar things together to arrive at a very dissimilar third, at least to me:
I’m not sure how you arrived at #3, though. If AYX is doing so well–and they are–then wouldn’t it be easier to argue that they’re benefiting the entirety of #1 and #2? And that they have been a huge part of creating the landscape for what being a Data Scientist is? And if that is so, I think I would argue that might be part of their moat, at least implicitly, making them even “essential.”
A takeover would probably harm that. I say that because any entity big enough to buy it (think IBM or Oracle or …) probably also has a history of destroying those same acquisitions. Since I’m an ex-IBMer from waaay back, I’ll just mention Lotus, Tivoli, Rational, FileNet, WebDialogs, Cognos, and Bigfix among the fallen… and I imagine most readers probably remember one or maybe two of those for the same reason. Red Hat is still a TBD, but will likely follow the path of previous acquirees – the moment the cash flow and rich sales commissions dry up, they stop being a “wholly owned, independently-operated subsidiary of IBM” and get absorbed into the big blue beast, never to be seen again. Point being, large acquirers often break what they bought.
All that said, I wouldn’t rule out an acquisition. I just think it would have to be a pretty rich premium over whatever the current share price is.