If you have a penchant for investing in small cap shares, then you might want to take a look at the two listed below.
Here's why these are highly rated by analysts right now:
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Bigtincan Holdings Ltd (ASX: BTH)
Bigtincan is a growing provider of enterprise mobility software to sales and service organisations. The company notes that its mobile, AI-powered sales enablement automation platform features the industry's premier user experience that empowers sales reps to more effectively engage with customers and prospects and encourages team-wide adoption.
Bigtincan has been a positive performer in FY 2021. Management recently advised that it has achieved the top end of its annualised recurring revenue (ARR) guidance range of $49 million to $53 million this year with a few weeks of the financial year remaining. This will mean an increase of at least 48% on FY 2020's ARR of $35.8 million.
Morgan Stanley is positive on the company. It currently has an overweight rating and $1.50 price target on its shares.
Serko Ltd (ASX: SKO)
Serko is a travel technology company that offers a number of solutions to businesses. These include AI-powered end-to-end travel itineraries, cost control, travel policy compliance solutions, and fraud prevention. Combined, its technology makes the process of booking, managing and reconciling business travel and expenses, a better experience for everyone involved.
While COVID-19 has unsurprisingly hit the company hard and led to a significant reduction in demand, it has been recovering in recent months and looks well-placed to build on this as vaccines roll out and travelling increases. In addition to this, the company signed a game-changing deal with travel giant Booking.com last year. It is expected to have a material impact on its revenue in FY 2022.
Earlier this month Macquarie put an outperform rating and NZ$8.31 (A$7.71) price target on its shares.
