Keith Weiss

In a report published Tuesday, Morgan Stanley analyst Keith Weiss initiated coverage on Box (NYSE: BOX) with an Equal-Weight rating and $20.00 price target. In the report, Morgan Stanley noted, "The ability of cloud-based content manager Box to sustain pricing will determine the size of its market...

In a report published Thursday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating and $37.00 price target on FireEye Inc (NASDAQ: FEYE). In the report, Morgan Stanley noted, " After a year where shifting product mix and uneven results left investors with many questions on the...

Keith Weiss of Morgan Stanley on Wednesday commented in a note that he needs "more clarity" to get more aggressive on shares of Microsoft Corporation (NASDAQ: MSFT) ahead of the Windows 10 launch. "The approximate 20 percent pullback from recent highs forces the question, ‘...

Fortinet Inc(NASDAQ: FTNT)'s margins will narrow in 2015 as the company seeks to fuel top-line growth with a beefed-up sales force, according to several analysts Thursday. The company posted fourth-quarter revenue growth of 26 percent Wednesday, although profits fell 26 percent. Fortinet...

Morgan Stanley analyst Keith Weiss noted on Tuesday how Microsoft Corporation (NASDAQ: MSFT) reported an “uneven” Q2 and questioned if it is was just “bumps in the road” or if something "more persistent" has ocurred. Weiss felt that it may take a little time...

Red Hat Inc (NYSE: RHT) reported its third quarter results on Thursday after market close. The company earned $0.42 in the quarter, topping analyst expectations of $0.40 while revenue of $456.0 million was higher than the $451.39 million analysts expected. Keith Weiss of Morgan Stanley explained in...

Morgan Stanley upgraded Oracle Corporation (NYSE: ORCL) Monday from Equal-Weight to Overweight and raised its price target from $45 to $50. Analyst Keith Weiss commented that his “Oracle Customer Survey suggests accelerating Cloud Apps growth in CY15. An improved perception of Oracle'...

In a report published Friday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $69.00 price target on Red Hat (NYSE: RHT). In the report, Morgan Stanley noted, “Difficult YoY comps, FX headwinds and billings impacts from a ramping cloud business create challenging optics in Q3...

In a report published Friday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating on Splunk (NASDAQ: SPLK), and raised the price target from $66.00 to $82.00. In the report, Morgan Stanley noted, “The combo of accelerating billings growth (+50% vs. 48% last Q) and improving...

Keith Weiss of Morgan Stanley recently held meetings with Microsoft Corporation's (NASDAQ: MSFT) Investor Relation team. Weiss left the meetings a positive impression and convinced that there is further room for operating efficiencies within the company. The analyst also believes that...

In a report published Thursday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $80.00 price target on salesforce.com, inc. (NYSE: CRM). In the report, Morgan Stanley noted, “The 28% YoY normalized cc billings growth and ~250 bps of YoY operating margin expansion seen in Q3...

In a report published Tuesday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating on Autodesk (NASDAQ: ADSK), and raised the price target from $65.00 to $70.00. In the report, Morgan Stanley noted, “Fieldwork suggests a seasonal 3Q for ADSK, with room for upside and a conservative...

In a report published Wednesday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $66.00 price target on Splunk (NASDAQ: SPLK). In the report, Morgan Stanley noted, “The Q3 bar for Splunk looks low, particularly in light of sales investments, improved productivity and new...

In a note released Wednesday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating on salesforce.com, inc. (NYSE: CRM) but has removed the $79 price target. Weiss noted, "Today's Analyst meeting highlighted SFDC's execution against the $10B Playbook outlined last year...

In a report published Wednesday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating on salesforce.com, inc. (NYSE: CRM), but removed the $79.00 price target. In the report, Morgan Stanley noted, “Today's Analyst meeting highlighted SFDC's execution against the $10B Playbook outlined...