Sign in

    Bhavin S. Shah

    Vice President and Equity Analyst at Deutsche Bank

    Bhavin S. Shah is a Vice President and Equity Analyst at Deutsche Bank specializing in Technology and Communication Services, with particular coverage of companies such as Shopify, Dayforce, EverCommerce, Paycor HCM, Paycom Software, Matterport, and Akamai Technologies. Shah has issued over 130 price targets and ratings across 13 stocks, achieving a success rate between 44% and 57% and average returns in the 9–12% range, with notable recommendations like IronSource yielding rapid and substantial gains. He began his analyst career before joining Deutsche Bank, where his recent coverage and rating performance have ranked him in the top half of Wall Street analysts according to reviews on platforms such as TipRanks and StockAnalysis. Shah holds relevant professional registrations and securities licenses required for research analysts, and maintains an active profile of investment calls in publicly listed technology firms.

    Bhavin S. Shah's questions to EverCommerce (EVCM) leadership

    Bhavin S. Shah's questions to EverCommerce (EVCM) leadership • Q4 2024

    Question

    Bhavin S. Shah inquired about the current macroeconomic impact on customer health and whether the company is seeing any hesitancy related to tariffs or a new administration. He also asked for an expansion on the strategy to augment go-to-market motions with partnerships and channel optimization.

    Answer

    President Matt Feierstein responded that there are currently no discernible macro impacts on customer acquisition, utilization, or churn, citing real-time digital funnel indicators. CEO Eric Remer added that the core home services and health services verticals are resilient. Regarding partnerships, an executive noted that while digital acquisition is the primary channel (80-85%), partnerships are a growing focus. EverHealth CEO Evan Berlin confirmed they are seeing double-digit growth in their partnership channel and are investing to diversify acquisition and lower costs.

    Ask Fintool Equity Research AI