Keith Weiss

If there were any beneficiaries of the coronavirus pandemic, Slack Technologies Inc (NYSE: WORK) seemed to be one. The company’s first-quarter results Thursday demonstrated 50% top-line growth, reflecting rapid adoption by companies shifting to remote operations. Slack exceeded Street...

Microsoft Corporation (NASDAQ: MSFT) suffered as badly as anyone from the coronavirus (COVID-19) pandemic-related market decline, but it’s since recovered just about all of its stock losses, and one analyst team expects the company to post double-digit top-line growth in the near term. The...

Microsoft Corporation (NASDAQ: MSFT) reported strongly quarterly results Wednesday, and the Street is bullish. The Microsoft Analysts Morgan Stanley analyst Keith Weiss maintained an Overweight rating and lifted the price target from $180 to $198. BofA Securities analyst Kash Rangan reiterated...

For investors scouting around for resilient stocks in the face of the COVID-19 crisis, Microsoft Corporation (NASDAQ: MSFT) could be a good bet, according to a Morgan Stanley analyst. The Microsoft Analyst Keith Weiss has an Overweight rating on Microsoft with a $180 price target. The Microsoft...

Enterprise software company VMware, Inc. (NYSE: VMW) reported fourth-quarter results that disappointed investors, partly due to what the company described as "late-quarter execution challenges" as one very large deal "came in an hour after our bookings cut off." Here is a...

Shares of Workday Inc (NASDAQ: WDAY) are sharply lower despite the company reporting forecast-beating fourth-quarter results on Thursday.  The Workday Analysts Needham analyst Scott Berg maintained a Buy rating on Workday with a $250 price target.  Morgan Stanley analyst Keith Weiss...

Microsoft Corporation (NASDAQ: MSFT) is the latest tech company to warn of a possible shortfall due to the COVID-19 virus outbreak. The Microsoft Analysts Morgan Stanley analyst Keith Weiss maintained an Overweight rating on Microsoft with a $200 price target. Wedbush analyst Daniel Ives...

Salesforce.com, inc. (NYSE: CRM) shares were falling Wednesday a day after the announcement that its co-CEO will step down, even as several sell-side analysts reiterated confidence and raised target prices on the stock. Salesforce on Tuesday reported what several analysts called a strong quarter,...

Cybersecurity company Palo Alto Networks Inc (NYSE: PANW) is scheduled to release its fiscal year 2020 first-quarter results Monday after the market close, and one analyst at Morgan Stanley recommends buying shares heading into the print. The Palo Alto Analyst Keith Weiss maintained an Overweight...

Adobe Inc (NASDAQ: ADBE) reported fourth-quarter results Thursday that were highlighted by record quarterly revenue of $2.99 billion and record annual revenue of $11.17 billion. Here's how the Street reacted.  Adobe's Quarter In Review Adobe reported "excellent" an...

Slack Technologies Inc (NYSE: WORK) reported third-quarter revenue and earnings beats on Wednesday. Slack also guided for fourth-quarter revenue of between $172 million and $174 million, slightly above consensus analyst expectations of $172.4 million. However, Slack also guided for a fourth-quarter...

Investors are concerned about Salesforce.com, inc.'s (NYSE: CRM) stagnant margins, M&A dilution and decelerating organic growth. But Morgan Stanley sees a path to double revenues by 2023. The Rating Morgan Stanley analysts Keith Weiss and Stan Zlotsky maintained an Overweight rating on...

Project management and collaboration software provider Atlassian Corporation PLC (NASDAQ: TEAM) reported forecast-beating first-quarter results Thursday and issued above-consensus second-quarter guidance.  The company also announced the acquisition of Code Barrel, an automation tool maker...

Software stocks have seen an average pullback of 20% from their 52-week highs, as rich valuations and high ownership interest made them susceptible to macro volatility, according to Morgan Stanley. Notwithstanding the pullback, Morgan Stanley does not see these software stocks as bargains,...

Shares of Oracle Corporation (NYSE: ORCL) dropped on Thursday after a lackluster first-quarter print that also kept sell-side analysts tepid on the stock. Quarterly sales came in at $9.21 billion, missing estimates by $72 million and guidance for the current quarter was below estimates. The company...