Sign in

    Justin Forsythe

    Research Analyst at UBS

    Justin Forsythe is an Executive Director and equity research analyst at UBS Securities, specializing in the coverage of North American software and IT services companies. He covers companies including Microsoft, Salesforce, and ServiceNow, providing actionable research that has contributed to strong ratings and positive returns tracked by industry platforms. Forsythe began his career in the financial sector in the early 2010s, previously holding analytical positions before joining UBS, where he has continued to build a reputation for deep sector knowledge and investment insight. He holds FINRA registrations and securities licenses, evidencing his professional credentials as a trusted research analyst.

    Justin Forsythe's questions to ADYYF leadership

    Justin Forsythe's questions to ADYYF leadership • Q1 2025

    Question

    Sought clarification on whether the guidance for 'slight acceleration' in revenue is an upside case if a macro slowdown is assumed. Also asked about the capital requirements for the new lending product, its ramp-up velocity, and any discussions with credit rating agencies about capital allocation.

    Answer

    The executive clarified that while macro is a factor, the largest driver of growth is wallet share gains, which remain on track. For the capital product, it can be funded from the balance sheet for the foreseeable future and will take time to ramp. The company remains in dialogue with rating agencies, but no short-term changes to capital allocation are planned.

    Ask Fintool Equity Research AI

    Justin Forsythe's questions to ADYYF leadership • Q3 2024

    Question

    Asked about the opportunity to capture volume from competitors like Braintree and questioned whether the company would reevaluate its medium-term EBITDA margin guidance given strong performance.

    Answer

    The executive responded that their value proposition for winning volume remains unchanged, focusing on their global platform's ability to drive value. He stated they will not change the medium-term margin guide, as they want to retain flexibility to invest in future growth while still demonstrating operating leverage.

    Ask Fintool Equity Research AI