2025-06-10-Jefferies-邀请_美国东部时间6月24日下午1点与Rippling前产品负责人通话_6页_77kb

Jefferies issued an equity research report dated June 10, 2025, focusing on the software sector, particularly HR and payroll solutions. The report highlights a conference call invitation scheduled for Tuesday, June 24, 2025, at 1 PM ET, with Nick Singh, former Product Lead at Rippling (now Head of Product Growth at Personio). This call is expected to provide valuable insights into competitive dynamics in the HR/Payroll software industry, details on Rippling's product portfolio, and contemporary and near-term demand trends for Human Capital Management (HCM) solutions, covering the second quarter of 2025.

The report is authored by analysts Samad Samana and Jeremy Sahler, both certified to their independent views on companies covered. Jefferies provides equity ratings including Buy (15%+ expected total return over 12 months), Hold (return between -10% and +15%), and Underperform (-10% expected total return or less). Valuation methods incorporate factors such as market capitalization, growth, volatility, and discounted cash flow analyses. The report includes sections on risk disclosures, potential conflicts of interest due to securities dealings, and extensive legal disclaimers, emphasizing that all views are based on independent analysis but should not be considered investment advice. The call is accessible live but not recorded, and registration is available via a provided link.