Keith Weiss

In a report published Monday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Microsoft Corporation (NASDAQ: MSFT), and named a $51.00 price target. In the report, Morgan Stanley noted, “We see an equation for a durable 12-14% total return profile in MSFT from FY15-FY17,...

In a report published Monday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on SolarWinds Inc (NYSE: SWI). In the report, Morgan Stanley noted, “Recent meetings with management highlighted a sizeable base opportunity, expanding product portfolio and confidence in 20%+ LT...

In a report published Thursday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $105.00 price target on Palo Alto Networks Inc (NYSE: PANW). In the report, Morgan Stanley noted, “With fundamentals firmly intact, we believe PANW should post a solid Q4 against a low bar. An...

In a report published Friday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Splunk (NASDAQ: SPLK). In the report, Morgan Stanley noted, “With Splunk growing sales capacity 40% YoY and productivity against that capacity stabilizing in Q2, the implied decel in F2H15 license...

In a report published Tuesday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on VMware (NYSE: VMW). In the report, Morgan Stanley noted, “While VMW Analyst Day well illustrated the opportunities ahead, we gained little incremental visibility into the pace or magnitude of...

In a report published Monday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Splunk (NASDAQ: SPLK). In the report, Morgan Stanley noted, “The Q2 bar looks low, but a beat in the quarter is likely already in expects. Investor focus likely turns to the durability of growth...

In a report published Friday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $65.00 price target on Autodesk (NASDAQ: ADSK). In the report, Morgan Stanley noted, “Twin engines of a robust commercial construction environment and the acceleration of upgrade revenues with the...

In a report published Thursday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on TIBCO Software (NASDAQ: TIBX). In the report, Morgan Stanley noted, “Recent reports suggest TIBX may be in early stages of exploring strategic alternatives following recent weakness in its...

In a report published Wednesday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Oracle (NYSE: ORCL). In the report, Morgan Stanley noted, “With a number of upcoming catalysts and a relatively attractive multiple, ORCL should see upside from current levels and we increase...

In a report published Wednesday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Microsoft (NASDAQ: MSFT). In the report, Morgan Stanley noted, “Solid enterprise business and strong expense management clearly marks the path to sustained EPS growth for MSFT. However, Cloud...

The size of Microsoft's (NASDAQ: MSFT) near-term earnings benefit from its pending work force reduction of 14 percent became a matter for disagreement among analysts on Thursday. Microsoft shares gained nearly four percent Thursday before dropping back, closing up one percent at $44.53. Stifel...

In a report published Thursday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $65.00 price target on Autodesk (NASDAQ: ADSK). In the report, Morgan Stanley noted, “Accelerated shift to recurring revenues in ADSK's business mode transition likely to fuel optimism in the long...

In a report published Wednesday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Microsoft (NASDAQ: MSFT). In the report, Morgan Stanley noted, “The elevated execution risk around restructuring, new business models and large acquisitions now balances the potential reward of...

In a report published Friday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $40.00 price target on Barracuda Networks (NYSE: CUDA). In the report, Morgan Stanley noted, “Sustaining 17% YoY billings growth against a 5% point more difficult comp, highlighted another solid...