Keith Weiss

In a report published Monday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating on Palo Alto Networks (NYSE: PANW), and raised the price target from $90.00 to $105.00. In the report, Morgan Stanley noted, “PANW Remains a Top Pick for 2014, our favorite play on the secular trend...

In a report published Monday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Oracle (NYSE: ORCL). In the report, Morgan Stanley noted, “After reviewing ORCL's FY14 10K we continue to believe that FY15 margin expansion will be challenging. With limited topline growth and the...

In a report published Thursday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Oracle (NYSE: ORCL). In the report, Morgan Stanley noted, “While clearly determined to be #1 in SaaS and PaaS, how Oracle expects to avoid the traditional pitfalls of legacy vendors in trying to...

In a report published Thursday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $79.00 price target on salesforce.com (NYSE: CRM). In the report, Morgan Stanley noted, “Conversations at ET's user event in NYC underline our analysis of the core ExactTarget growth, which shows...

In a report published Thursday, 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, “Q1 marks RHT's 3rd straight quarter of high teens billings growth or better, with a stable RHEL business and...

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, “Partner conversations & survey work suggest stabilized RHEL trends and growing traction for newer products,...

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, “Near-term, investors looking to bolster ORCL's ‘safe haven' status with a more durable secular growth story should find comfort in...

In a report published Monday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Microsoft (NASDAQ: MSFT). In the report, Morgan Stanley noted, “Microsoft's D&C Other Division, including Bing, Office 365 Home and Xbox 1st Party Games comprises ~8% of total rev. and <5%...

In a report published Thursday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $90.00 price target on Palo Alto Networks (NYSE: PANW). In the report, Morgan Stanley noted, “With the weight of the Juniper litigation lifted, multiple product cycles set to sustain 30%+...

In a report published Tuesday, Morgan Stanley analyst Keith Weiss initiated coverage on Sabre (NASDAQ: SABR) with an Overweight rating and $22.00 price target. In the report, Morgan Stanley noted, “Sabre is well-established with $3bn in revenue, mid to high single-digit core growth, 25%+ EBITDA...

In a report published Wednesday, Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $79.00 price target on salesforce.com (NYSE: CRM). In the report, Morgan Stanley noted, “A clear leader in SaaS-based apps, with 30%+ topline growth and valuation support at 5.4x EV/recurring...

In a report published Tuesday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Splunk (NASDAQ: SPLK). In the report, Morgan Stanley noted, “The Q1 outlook looks conservative and we remain confident in the LT opportunity for Splunk. However, a slowdown in productive sales...

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, “This represents the 5th edition of our multi-part Microsoft Under the Hood series, where we delve into the core components and...

In a report published Friday, Morgan Stanley analyst Keith Weiss reiterated an Underweight rating and $18.00 price target on Symantec Corporation (NASDAQ: SYMC). In the report, Morgan Stanley noted, “Q4 likely exceeded investors' worst fears for a quarter where a CEO was terminated. On the back of...

Microsoft (NASDAQ: MSFT) on Thursday announced financial results for the third quarter ending March 31, 2014. CEO Satya Nadella commented, “This quarter's results demonstrate the strength of our business, as well as the opportunities we see in a mobile-first, cloud-first world. We are making good...