cloud

Public cloud stocks have underperformed the broader market in recent years, and the market is only pricing in 5-percent topline growth through the end of the decade, according to an industrywide Morgan Stanley report. The sell-side firm's analysts project topline growth of 9 percent in the...

Intel Corporation (NASDAQ: INTC) continues to boast a strong brand equity and a leading position that it can leverage to expand into new opportunities, Tigress Financial said in an upgrade note Thursday. The Analyst Tigress Financial Partners' Ivan Feinseth upgraded Intel's stock rating...

LogMeIn Inc (NASDAQ: LOGM), a provider of a cloud-based remote connectivity services, is in the early stages of a growth opportunity, and investors should take advantage of its valuation, according to KeyBanc Capital Markets.  The Analyst KeyBanc's Alex Kurtz initiated coverage of...

Amazon.com, Inc. (NASDAQ: AMZN)'s Amazon Web Services is the largest cloud platform in the world, but as the next stage of cloud competition unfolds, will Amazon hold its leadership status? KeyBanc Capital Markets tackled the question in a note out this week.  The Analyst KeyBanc's...

Cloudera Inc (NYSE: CLDR), an enterprise-grade data analytics and machine learning platform provider, on Tuesday reported fourth quarter results, which sent shares plummeting by more than 40 percent. Despite the massive sell-off, some Wall Street analysts still recommend buying the stock. Shares of...

Red Hat Inc (NYSE: RHT) reported fourth-quarter results Monday that were more positive than anticipated across the board,  while the software company's guidance for 2019 exceeded Street expectations. Here's how Wall Street reacted to the print.  The Analysts Bank...

Red Hat Inc (NYSE: RHT) is scheduled to report fourth-quarter results after the close Monday, March 26, and multiple Wall Street analysts are expecting the open source solution provider to deliver strong earnings. The Analysts Stifel's Brad Reback maintains a Buy rating on Red Hat's stock...

Dropbox, Inc. (NASDAQ: DBX) stock traded on a public market for the first time Friday and was more than 35 percent higher than its offering price at the close.  What Happened Dropbox's initial offering price range for its IPO was in a range of $16 to $18 per share. This was revised...

Nutanix Inc (NASDAQ: NTNX) shares rose 46 percent after the company's second-quarter report, prompting Goldman Sachs to remove the cloud software name from its Americas Conviction List while adding networking giant Cisco Systems, Inc. (NASDAQ: CSCO) to the list.  An addition to the list...

Salesforce.com, inc. (NYSE: CRM) confirmed after Tuesday's market close it has agreed to acquire Mulesoft Inc (NYSE: MULE) after a Reuters report suggested the two companies were in advanced merger talks. Hee's how sell-side analysts reacted to the $6.5-billion deal.  The Analysts...

Oracle Corporation (NYSE: ORCL) reported its fiscal third quarter results, which sent the stock lower by nearly 10 percent Tuesday. Investors appear to be concerned with the company's cloud performance and begs the question: should investors be buyers of the dip or not? The Analysts...

Oracle Corporation (NYSE: ORCL)'s fiscal third-quarter earnings report Monday could be a signal it will be difficult for Larry Ellison's company to catch up with cloud peers, according to KeyBanc Capital Markets.  The Analyst KeyBanc's Monika Garg downgraded Oracle from...

Shares of Fortinet Inc (NASDAQ: FTNT) have gained 23 percent since the start of 2018 and 45 percent over the past year, which implies the stock's valuation is full, according to KeyBanc Capital Markets.  The Analyst KeyBanc's Rob Owens downgraded Fortinet's stock rating from...

Adobe Systems Incorporated (NASDAQ: ADBE) reported last Thursday its fiscal first quarter results which helped boost the stock to a new all-time high of $228.88 Friday. With the stock now up more than 80 percent over the past year, are Wall Street analysts recommending investors cash in on their...

Oracle Corporation (NYSE: ORCL) is scheduled to release its fiscal third-quarter results after the market close on Monday, March 19. The consensus estimates call for earnings per share of 72 cents vs. 69 cents last year and revenue of $9.78 billion, up 5.5 percent year-over-year. Over the last four...