John DiFucci

Jefferies initiated coverage on software companies Thursday and saw the industry as one of the “most promising environments for innovation” that the analysts have seen in their years covering the space. Analysts led by John DiFucci believed “the Software sector is riding a wave...

SAP SE's (NYSE: SAP) recently upgraded appliance that enables access to its service via mobile devices could be a growth driver, but evidence is so far sketchy, an analyst said Thursday. Jefferies' John DiFucci launched coverage on the company with a Hold rating and $45.44 target. SAP...

Jefferies released an industry note Thursday on software and initiated coverage on Oracle Corporation (NYSE: ORCL) with a Hold rating and $41 price target. Overall, the analyst report commented that “Key advances in foundational computing technologies over the last decade set the stage...

Jefferies released an industry note Thursday on software and initiated coverage on Adobe Systems Incorporated (NASDAQ: ADBE) with a Buy rating and $83 price target. Analysts led by John DiFucci commented that they “seek to invest in companies with a compelling combination of growth and...

Late Thursday, analysts at Jefferies initiated coverage on Microsoft Corporation (NASDAQ: MSFT) with an Underperform rating and $40 price target. John DiFucci stated, “MSFT shares have rallied sharply over the past year driven by expectations for improved operational performance due to...

In a report published Friday, J.P. Morgan analyst John DiFucci downgraded the rating on AVG Technologies NV (NYSE: AVG) from Neutral to Overweight, and lowered the price target from $28.00 to $20.00. In the report, J.P. Morgan noted, “AVG reported disappointing 3Q results, but its 4Q guidance and...

In a report published Wednesday, J.P. Morgan analyst John DiFucci reiterated an Overweight rating and $25.00 price target on RingCentral (NYSE: RNG). In the report, J.P. Morgan noted, “RingCentral is a first mover of a disruptive force in the huge existing market for business phone systems, which...

In a report published Thursday, J.P. Morgan analyst John DiFucci reiterated a Neutral rating and $56.00 price target on Citrix Systems (NASDAQ: CTXS). In the report, J.P. Morgan noted, “We rate shares of CTXS Neutral. Although we continue to believe Citrix faces structural challenges in its core...

In a report published Friday, J.P. Morgan analyst John DiFucci upgraded the rating on VMware (NYSE: VMW) from Neutral to Overweight, and raised the price target from $89.00 to $100.00. In the report, J.P. Morgan noted, “This is the first of a series of reports assessing the opportunity associated...

In a report published Wednesday, J.P. Morgan analyst John DiFucci reiterated a Neutral rating and $30.00 price target on Microsoft Corporation (NASDAQ: MSFT). In the report, J.P. Morgan noted, “Before the market open on Tuesday, MSFT announced a moderate increase to its quarterly dividend that was...

In a report published Thursday, J.P. Morgan analyst John DiFucci reiterated a Neutral rating on Microsoft (NASDAQ: MSFT). In the report, J.P. Morgan noted, “Day 1 of MSFT's BUILD conference featured a first-look at Windows 8.1, opening remarks about innovations in Windows from CEO Steve Ballmer...

In a report published Thursday, J.P. Morgan analyst John DiFucci reiterated an Overweight rating on Oracle (NASDAQ: ORCL). In the report, J.P. Morgan noted, “Oracle announced a strategic alliance with NetSuite (not covered) resulting in deeper integration between Oracle's HCM Cloud and NetSuite...