-
Snowflake Eyes Q1 Momentum As AI Partnerships Stack Up: Goldman Sachs
Monday, May 19, 2025 - 11:10am | 321Read More...Snowflake Inc. (NYSE:SNOW), a cloud-based data storage provider, will report its first-quarter results on Wednesday, May 21. According to Goldman Sachs, Snowflake's fundamentals are strengthening, and the company is likely to report strong quarterly results and guidance. The Snowflake Analyst:...
-
Datadog Lifts Revenue Outlook, Analysts Still Bark About Margins
Wednesday, May 7, 2025 - 3:50pm | 618Read More...Datadog Inc (NASDAQ:DDOG) Tuesday announced upbeat first-quarter revenues. Here are some key analyst takeaways. Wedbush analyst Daniel Ives maintained an Outperform rating, while reducing the price target from $155 to $140. Needham analyst Mike Cikos reaffirmed a Buy rating, while cutting the...
-
Microsoft's Blockbuster Quarter Cements Goldman's Bullish AI, Cloud Thesis
Thursday, May 1, 2025 - 10:06am | 675Read More...Microsoft Corp. (NASDAQ:MSFT) delivered a blockbuster quarter that beat expectations across the board, with cloud and AI momentum now so strong that Goldman Sachs sees the stock marching near all-time highs at $480 per share. In a note shared Thursday, Goldman Sachs analyst Kash Rangan said...
-
Microsoft Q3 Earnings Preview: Cloud, AI, Guidance Top Items Analysts Highlight To Watch
Tuesday, April 29, 2025 - 3:59pm | 889Read More...Technology giant Microsoft Corporation (NASDAQ:MSFT) could be one of the most-watched stocks for the week when the company reports third-quarter financial results after market close Wednesday. Here are the earnings estimates, a look at what analysts are saying and key items to watch. Earnings...
-
ServiceNow Suffers No 'Material Signs' Of Strain: Analysts
Thursday, April 24, 2025 - 11:45am | 403Read More...Shares of ServiceNow Inc (NYSE:NOW) climbed after the company Wednesday reported upbeat first-quarter results. Here are some key analyst takeaways. JPMorgan analyst Mark Murphy reaffirmed an Overweight rating, while raising the price target from $970 to $1,020. Goldman Sachs analyst Kash Rangan...
-
Microsoft Stock 'One Of The Most Compelling Investment Opportunities': Analyst Highlights AI Spending, ROI Balance
Monday, March 24, 2025 - 11:07am | 426Read More...An analyst named Microsoft Corporation (NASDAQ:MSFT) one of the best investment opportunities in the technology sector thanks to its investments in the AI sector. The Microsoft Analyst: Goldman Sachs analyst Kash Rangan reiterated a Buy rating on Microsoft with a $500 price target. Read Also:...
-
Adobe Analysts Highlight AI Growth, Demand Trends: 'Could Mark An Inflection' In Investor Perception
Thursday, March 13, 2025 - 11:18am | 484Read More...Adobe Inc (NASDAQ:ADBE) analysts highlight the company's AI opportunities and future growth after the company beat revenue and earnings per share estimates in the first quarter. The Adobe Analysts: Goldman Sachs analyst Kash Rangan reiterated a Buy rating on Adobe with a $640 price target. JPMorgan...
-
Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts
Tuesday, March 11, 2025 - 12:50pm | 1223Read More...Oracle Corp (NYSE:ORCL) shares are down on Tuesday, after the company reported downbeat fiscal third-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. Cantor Fitzgerald On Oracle Analyst Thomas Blakey maintained an Overweight rating while...
-
Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Thursday, January 30, 2025 - 4:11pm | 1122Read More...Microsoft Corporation (NASDAQ:MSFT) analysts balance the positives and negatives of Azure’s weakness and strength in AI from the company’s quarterly financial results. The Microsoft Analysts: Morgan Stanley analyst Keith Weiss maintained an Overweight rating on Microsoft and lowered...
-
ServiceTitan Stock Tanks Despite Strong Q3, Analysts Highlight 'Durable Growth Trajectory'
Tuesday, January 14, 2025 - 12:06pm | 722Read More...Shares of ServiceTitan Inc (NASDAQ:TTAN) have been on a downturn since the company’s initial public offering last month. The cloud-based software company pre-released its third-quarter results. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan reiterated a Neutral rating...
-
Adobe Analysts Split After Strong Q4, Weak 2025 Guidance
Thursday, December 12, 2024 - 12:17pm | 1093Read More...Shares of Adobe Inc (NASDAQ:ADBE) tanked in early trading on Thursday, despite the company reporting upbeat fiscal fourth-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Adobe Analyst Brent Bracelin reiterated...
-
MongoDB Posts Strong Q3 But Stock Falls: 'Solid Execution In Still A Choppy Macro,' Says Analyst
Tuesday, December 10, 2024 - 3:05pm | 1148Read More...MongoDB Inc (NASDAQ:MDB) shares are down on Tuesday, despite the company reporting upbeat third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On MongoDB Analyst Kash Rangan maintained a Buy rating while raising...
-
Zoom Video Analysts Say Guidance Points To Decelerating Growth After Q3 Beat
Tuesday, November 26, 2024 - 1:57pm | 463Read More...Zoom Video Communications Inc (NASDAQ:ZM) shares tanked in early trading on Tuesday, after the company reported upbeat third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Zoom Video Communications Analyst...
-
Intuit Posts Q1 Beat, Shares Tank On Disappointing Outlook: Analyst Says: 'Trends Beneath The Surface Were Mixed'
Friday, November 22, 2024 - 12:49pm | 1009Read More...Intuit Inc (NASDAQ:INTU) shares tanked in early trading on Friday, even after the company reported upbeat fiscal first-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan maintained a Buy rating...
-
Microsoft 'One Of The Most Compelling Investment Opportunities,' Says Goldman Sachs
Wednesday, November 20, 2024 - 2:27pm | 651Read More...Microsoft Corp. (NASDAQ:MSFT) remains a top pick for Goldman Sachs, which sees significant upside in the company's stock. In a client note released Wednesday, equity analyst Kash Rangan described Microsoft as "one of the most compelling investment opportunities" in the tech space, citing its robust...















