cloud

Red Hat Inc (NYSE: RHT)'s earnings report came in better than expected on multiple fronts, including revenue, billings, margins and earnings per share, Wells Fargo's Siti Panigrahi commented in a research report. The analyst maintains an Outperform rating on Red Hat's stock with a price target...

Red Hat Inc (NYSE: RHT) reported Monday an encouraging earnings beat that sent shares higher by more than 4 percent Tuesday. But not all of Wall Street were sufficiently impressed to be recommending the stock, including Bank of America's Kash Rangan who maintains a Neutral rating on Red Hat's stock...

The bullish case for owning Twilio Inc (NYSE: TWLO)'s stock was well communicated to the Street during Tuesday's London SIGNAL conference targeted at developers. Baird Equity Research analyst William Power maintains an Outperform rating on Twilio's stock with an unchanged $39 price...

Adobe Systems Incorporated (NASDAQ: ADBE) reported fiscal third quarter earnings, which may have fallen short of investor expectations based on the stock's 2.7 percent decline. Nevertheless, Adobe's earnings report includes many positive readouts that reinforces the case to owning the stock...

Bank of America's Wamsi Mohan met with some of Nutanix Inc (NASDAQ: NTNX)'s most senior executives, including chief financial officer, Duston Williams, and head of investor relations, Tonya Chin. The main takeaway from the investor meeting was that the company's long-term opportunity remains...

Wall Street analysts can't reach a consensus on how investors should react to Oracle Corporation (NYSE: ORCL)'s stock after the company released its fiscal first quarter earnings results. Oppenheimer: Good Results, Not So Good Outlook Oracle's earnings report was "good" as a...

Despite a more than 5 percent decline in Oracle Corporation (NYSE: ORCL)'s stock in reaction to its earnings report, the longer-term bullish case for owning the stock remains unchanged, according to analysts at Bank of America. The firm's Kash Rangan maintains a Buy rating on Oracle's...

Amazon.com, Inc. (NASDAQ: AMZN)'s stock has plenty of upside remaining because of its "secret sauce," Loop Capital Markets' Anthony Chukumba commented in an initiation note. The analyst initiates coverage of Amazon's stock with a Buy rating and $1,200 price target. Amazon has years of strong growth...

Investors are familiar with the "FAANG" stocks but focusing on this group alone implies missed opportunity in equally compelling technology companies, Kim Forrest, portfolio manager and senior equity analyst at Fort Pitt Capital Group, explained during a recent CNBC "Trading Nation...

Heading into Palo Alto Networks Inc (NYSE: PANW)'s earnings report Thursday, analysts at BTIG felt that the stock was a "show me story." But after the company's earnings report came in better than expected, the firm's Joel Fishbein Jr. maintains a Buy rating on Palo Alto with a price target boosted...

Analysts at Bank of America turned bullish on VMware, Inc. (NYSE: VMW) Friday as the company's second-quarter earnings report and conference call reinforced the company's ability to transition its business. The firm's Kash Rangan upgrades VMware's stock rating from Neutral to Buy with a price...

Salesforce.com, inc. (NYSE: CRM) hit a new all-time high of $94.63 Wednesday after the company managed to report a top and bottom-line beat in its second-quarter earnings. With the stock up more than 35 percent since the start of 2017 alone, are analysts optimistic there is room for further gains...

The cloud is the "single most transformative technology in enterprise software today" and leading the charge is Marc Benioff. Benioff, CEO of salesforce.com, inc. (NYSE: CRM), explained during an interview with CNBC's Jim Cramer that not only is Salesforce a leading player in the...

Given salesforce.com, inc. (NYSE: CRM)’s large market opportunity, continued market share gains across product lines, cross-sell and up-sell opportunities of new offerings, and a boost in operating leverage, Credit Suisse perceives significant potential to boost operating cash flow in the...

Analysts at Argus turned bullish on NetApp Inc. (NASDAQ: NTAP) Monday amid a view that the company is now positioned for at least a year of revenue and earnings growth. The firm's Jim Kelleher upgraded NetApp's stock rating from Hold to Buy and set a $46 price target. After peaking north of...