cloud

While most investors have certainly heard about cloud computing, many aren’t familiar with what cloud computing is and what the different categories of cloud computing mean. To start, cloud computing is a shift in the way computer services are provided. Instead of downloading software and...

Close on heels of Oracle Corporation (NYSE: ORCL)'s analyst day, which Goldman Sachs attended, and the firm's panel discussions with four Oracle Platinum Partners and cloud infrastructure vendors, the brokerage delved on the highlights and takeaways from these events. Analyst Heather Bellini noted...

On Wednesday, UBS upped its price target on the shares of Buy-rated Adobe Systems Incorporated (NASDAQ: ADBE) to $130 from $122. The firm feels the revised target might prove conservative, with the bullish stance attributed to its belief that the stock still has room to run despite trading near...

In a brazen attack on Amazon.com, Inc. (NASDAQ: AMZN) at the Oracle OpenWorld event, an annual Oracle convention, Oracle Corporation (NYSE: ORCL)'s chief technology officer Larry Ellison said Amazon's databases are 20 years behind of Oracle's databases in the cloud. The renewed push toward cloud...

This year marks the beginning of the second decade of Software as a Service (SaaS) and Infrastructure as a Service (IaaS) cloud computing. According to Pacific Crest analyst Brent Bracelin, Microsoft Corporation (NASDAQ: MSFT) was late to the cloud computing game, but the company will make up...

Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and its Google unit are aggressively pushing into the cloud, and investors should view this as a bullish sign for the stock. Deutsche Bank's Ross Sandler commented in a research note on Thursday that his recent channel checks show Google as not only "...

JPMorgan reinstated coverage of VMware, Inc. (NYSE: VMW) with an Overweight rating and $90 price target on uptick in practice growth rates and strong customer adoption of vSAN, NSX and potentially VxRail. Prior to restriction, JPMorgan has a Neutral rating and December 2015 price target of $88 on...

Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and its Google unit announced on Wednesday a new partnership with the cloud storage company Box Inc (NYSE: BOX). As part of the agreement, Box's customers will have better access to Google Docs and other Google services and apps. As noted by Recode,...

Barclays’ Mark Moskowitz believes Hewlett Packard Enterprise Co (NYSE: HPE) is not in a strong position to benefit from cloud disruption over the next three to five years. Moskowitz maintains an Underweight rating on the company, while raising the price target from $16 to $17. Wrong Side Of...

A day after Box Inc (NYSE: BOX) delivered better-than-expected results and increased its full-year outlook, Oppenheimer maintains its Outperform rating and $18 price target on the company's shares. Analysts Ittai Kidron George Iwanyc believe there are multiple positives in favor of the stock. The...

Shares of Box Inc (NYSE: BOX) remain volatile ahead of the earnings announcement scheduled for Wednesday after the bell. Currently, Street analysts are expecting the company to incur a loss of $0.19 a share on revenue of $94.65 million. Revenue is estimated to grow 28.9 percent. There has...

Salesforce.com, inc. (NYSE: CRM) will announce its fiscal second-quarter results on August 31 after the market close, and D.A. Davidson expects the company to report an in-line EPS, while projecting revenue above consensus. Analyst Take The brokerage expects non-GAAP EPS of $0.22, which matched the...

UBS’ Steven Fisher believes building a cloud-based platform and retrofitting equipment are key to the vision of Deere & Company (NYSE: DE). Fisher maintains a Neutral rating on the company with a price target of $87. Precision Ag Business At its investor meeting on August 29, Deere...

Alibaba Group Holding Ltd (NYSE: BABA) is worth $130 per share, at least according to a sum-of-the-parts analysis conducted by Rob Sanderson of MKM Partners. Sanderson's calculations derived a value for Alibaba's Commerce business at $94 per share, the Cloud business at $18 with a marked-to-market...