cloud

This year is one of inflection for the entire cloud software space, with companies like Twilio Inc (NYSE: TWLO) expected to see a surge in demand for their products and services over the next five years, according to KeyBanc Capital Markets.  The Analyst KeyBanc's Brent Bracelin upgraded...

Salesforce.com, inc. (NYSE: CRM) reported Wednesday its second-quarter results, which shows the company is able to sustain an "unprecedented growth" rate but at the same time it's becoming harder for management to keep up with lofty investor expectations, according to Morgan Stanley....

Cloud storage provider Box Inc (NYSE: BOX) reported Tuesday its second-quarter results, which showed multiple concerning metrics, including a slowdown in billings growth and a slightly weak outlook for the third quarter. The Analyst KeyBanc Capital Markets' Rob Owens maintains an Overweight...

American Software, Inc. (NASDAQ: AMSWA) is scheduled to release its first-quarter earnings report on Sept. 4. The Analyst B. Riley FBR analyst Kevin Liu downgraded American Software from Buy to Neutral after the stock hit his $18 price target. The Thesis According to Liu, the company’s...

Salesforce.com, inc. (NYSE: CRM) acquired MuleSoft in early 2018 in a $6.5-billion deal that wasn't fully appreciated by the Street, according to Morgan Stanley. The Analyst Morgan Stanley's Keith Weiss maintained an Overweight rating on salesforce with a price target lifted from...

Dropbox Inc (NASDAQ: DBX) shares moved lower in reaction to second-quarter results that came in better-than-expected but were accompanied by an announcement of Chief Operating Officer Dennis Woodside's departure.  Should investors take advantage of the dip? Four street...

Earnings season is underway and a list of companies who reported "really terrible" results can be tabulated, according to CNBC's Jim Cramer. But at the same time, a longer list of "clear winners" is evident to the cable TV host. What Happened A handful of companies, perhaps...

Synchronoss Technologies, Inc. (OTC: SNCR) — a provider of cloud, messaging, digital and IoT products and platforms — has seen its story "descend into madness" over the past 18 months, according to Stifel, and the firm is turning bearish on the stock.  The...

LogMeIn Inc (NASDAQ: LOGM), a provider of cloud-based connectivity, reported second-quarter results Thursday that prompted a sell-off in the stock and lower ratings from multiple Street analysts.  The Analysts Piper Jaffray's Alex Zukin downgraded LogMeIn from Overweight to Neutral...

Juniper Networks, Inc. (NYSE: JNPR) reported preliminary second-quarter earnings Thursday and third-quarter guidance that signals a "stall" in the cloud business, according to BMO Capital Markets.  The Analyst Analyst Tim Long downgraded Juniper Networks from...

The emergence of cloud computing is posing a risk to F5 Networks, Inc. (NASDAQ: FFIV), as its core market suffers due to public cloud migrations, according to Morgan Stanley.  The Analyst Analyst James Faucette downgraded F5 Networks from Equal-weight to Underweight with a price target...

Twilio Inc (NYSE: TWLO) is in the early stages of capitalizing on a tremendous market opportunity, so the recent pullback in the stock presents a "more favorable entry point," according to Argus. The Analyst Argus analyst Jim Kelleher upgraded Twilio from Hold to Buy with a new...

Shares of Oracle Corporation (NYSE: ORCL) moved lower Wednesday after the company's fiscal fourth-quarter earnings report came in better than expected, but management's guidance came in below expectations. The Analysts UBS' Jennifer Swanson Lowe maintains a Neutral rating on Oracle...

Heading into Thursday's earnings report, investors should no longer be bullish on Red Hat Inc (NYSE: RHT), according to Raymond James. The Analyst Raymond James' Michael Turits downgraded Red Hat from Outperform to Market Perform with no assigned price target (prior price target of $166)....

Zscaler Inc (NASDAQ: ZS), a cloud security provider, reported Wednesday afternoon with third-quarter numbers that "speak for themselves," but investors shouldn't be aggressive on the stock, according to Barclays. The Analyst Barclays' Saket Kalia maintains an Equal Weight...