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Microsoft 'In Major Growth Mode,' Not Slowing Down: 4 Analysts See Strong Azure Demand, AI Monetization Efforts
Thursday, October 31, 2024 - 12:13pm | 667Read More...Microsoft Corporation (NASDAQ:MSFT) analysts saw potential short-term setbacks with capacity constraints and weaker guidance than expected but were also looking at an exciting path for AI monetization ahead after first-quarter financial results. The Microsoft Analysts: Bank of America analyst Brad...
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Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference
Tuesday, October 15, 2024 - 12:14pm | 1167Read More...Analysts see Adobe Inc (NASDAQ:ADBE) benefitting from new product announcements and a focus on GenAI value add-ons unveiled at the company’s MAX 2024 Creativity Conference this week. The Adobe Analysts: JMP Securities analyst Patrick Walravens maintained a Market Perform rating with no price...
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Azure Will Reaccelerate Amid AI Ramp Up, Analyst Says: Microsoft 'One Of The Most Compelling Investment Opportunities'
Thursday, October 10, 2024 - 1:38pm | 453Read More...A Goldman Sachs analyst says that Microsoft Corp (NASDAQ:MSFT) will soon reap the benefits of its investment into Azure and artificial intelligence. The Microsoft Analyst: In a note published Thursday, Goldman Sachs analyst Kash Rangan reiterated his Buy rating for Microsoft, lowering its...
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Adobe Stock Tanks On Disappointing Q4 Guidance: Why These Analysts Say Reaction Was 'Overblown'
Friday, September 13, 2024 - 10:39am | 1096Read More...Shares of Adobe Inc (NASDAQ:ADBE) tanked in early trading on Friday, even after the company reported upbeat fiscal third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. RBC Capital Markets analyst Matthew Swanson maintained...
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Salesforce Beats Q2 Earnings, 6 Analysts Raise Forecasts For This 'Under-Appreciated AI Winner'
Thursday, August 29, 2024 - 10:42am | 1099Read More...Shares of Salesforce Inc (NYSE:CRM) climbed in early trading on Thursday before sliding on the heels of an upbeat second-quarter financial report. Here are some key analyst takeaways. Check out other analyst stock ratings. Goldman Sachs analyst Kash Rangan maintained a Buy rating, while lifting the...
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Workday Stock Soars As Analysts Call Q2 A 'Turning Point'
Friday, August 23, 2024 - 11:16am | 547Read More...Shares of Workday Inc (NASDAQ:WDAY) climbed in early trading on Friday, after the company reported upbeat quarterly sales on Thursday. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Workday Analyst Brad Sills reiterated a...
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Snowflake Investors 'Further Confused' After Q2 Earnings: One Analyst Says They Know Why
Thursday, August 22, 2024 - 12:05pm | 624Read More...Shares of Snowflake Inc (NYSE:SNOW) tanked in early trading on Thursday, after the company reported weak quarterly sales. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Snowflake Analyst Mark Murphy reiterated an Overweight rating...
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Microsoft Stock Slide From Azure Weakness Brushed Off By Analysts: 'Azure Has Solid Pipeline, AI Has Long Runaway Ahead'
Wednesday, July 31, 2024 - 1:08pm | 1303Read More...The performance of Microsoft Corporation's (NASDAQ:MSFT) Azure cloud segment and future artificial intelligence initiatives are keys to the stock for analysts after fourth-quarter financial results. While Azure and AI got the headlines, one analyst was surprised by the lack of color on the impact...
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Oracle Rides Strong On The AI Wave, Despite Q4 Revenue Miss: 8 Analysts' Insights
Wednesday, June 12, 2024 - 1:11pm | 1013Read More...Oracle Corp (NYSE:ORCL) shares were climbing on Wednesday after the company reported its quarterly results. The results came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Oracle Analyst Brent Bracelin maintained an Overweight rating, while raising the price...
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Datadog Has A 'Clear Vision On AI,' Says Bullish Analyst
Monday, June 10, 2024 - 11:55am | 291Read More...Datadog Inc (NASDAQ:DDOG) shares were climbing in early trading on Monday, just a couple of weeks after the company received an upgrade from BofA Securities analyst Koji Ikeda. The latest investor meeting reaffirmed the company's strong AI position, which complements its long-term growth potential...
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Why Did Snowflake Cut Margin Outlook After A Solid Q1? 11 Analysts Dive Deeper
Thursday, May 23, 2024 - 2:35pm | 1356Read More...Shares of Snowflake Inc (NYSE:SNOW) tanked in early trading on Thursday, after the company reported results for its first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. RBC Capital Markets analyst Matthew Hedberg reiterated an Outperform rating,...
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Zoom Contact Center, AI Are 'Key Highlights': 8 Analysts Dive Deeper Into Q1 Results
Tuesday, May 21, 2024 - 1:11pm | 881Read More...Shares of Zoom Video Communications Inc (NASDAQ:ZM) were down on last check Tuesday, after the company reported upbeat first-quarter revenues and earnings. The results came amid an exciting earnings season. Here are some key analyst takeaways. Stifel analyst Parker Lane maintained a Hold rating,...
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'Well-Positioned' Rubrik Faces $34-Billion Cybersecurity Opportunity: 2 Analysts Bullish After IPO
Monday, May 20, 2024 - 3:47pm | 443Read More...Rubrik Inc (NYSE:RBRK), which raised around $736 million in an April 25 IPO that was 20X oversubscribed, has witnessed high volatility in its share price. Goldman Sachs On Rubrik: Analyst Kash Rangan initiated coverage with a Buy rating and $48 price target. Rubrik is poised to disrupt "the decades...
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Salesforce Q1 Earnings Preview: Goldman Sachs Expects Beat On These Metrics
Monday, May 20, 2024 - 11:42am | 311Read More...Salesforce Inc (NYSE:CRM) has inked a partnership with NTT DATA Group Corp. (OTC:NTDTY) to streamline its application environment. The company is now preparing to report its fiscal first-quarter results on May 29, amid an exciting earnings season. Salesforce is likely to report results broadly in-...
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ZoomInfo Technologies Stock Dives On Heels Of Q1 Earnings: 'Investors Need To Carefully Monitor The Macro'
Wednesday, May 8, 2024 - 2:42pm | 611Read More...Shares of ZoomInfo Technologies Inc (NASDAQ:ZI) continued to tank on Wednesday, after having lost more than 21% in the premarket session. The company reported results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan downgraded the rating from...
















