Keith Weiss

Palo Alto Networks Inc’s (NYSE: PANW) Q4 results highlighted that growth outpacing the broader security market, new nonattached subscriptions gaining traction and FCF growth continuing to be strong, Moran Stanley’s Keith Weiss said in a report. He maintained an Overweight rating on...

Morgan Stanley maintains its Equal-Weight rating on Intuit Inc. (NASDAQ: INTU), saying that the tailwinds of exceptional consumer tax performance and a surprising rebound in desktop are unlikely to carry forward to the same degree in FY17, resulting in guidance that failed to move estimates higher...

Following the Blue Coat acquisition, Morgan Stanley’s Keith Weiss believes Symantec Corporation (NASDAQ: SYMC) is “better positioned than ever to address the long-term secular themes within security.” Weiss reinitiated coverage of the company with an Overweight rating and price...

Morgan Stanley remains Overweight on Splunk Inc (NASDAQ: SPLK) shares and raised the price target by 28 percent to $74, saying that the company's second half outlook could prove conservative. "Compelling use cases, expanding delivery/pricing models and growing productive sales capacity should...

Morgan Stanley’s Keith Weiss believes VMware, Inc. (NYSE: VMW) now has a product portfolio at a scale that could stabilize top line growth, with margins moving up, while the stock multiples are expected to move back in-line with the peer group. Weiss re-initiated coverage of the company with...

Although Red Hat Inc (NYSE: RHT) seems to be better positioned for the cloud transition than its infrastructure peers, its growth prospects are already reflected in the multiple, Morgan Stanley’s Keith Weiss said in a report. He downgraded the rating for the company from Overweight to Equal...

Morgan Stanley’s AlphaWise Oracle Customer Survey demonstrates “steady momentum” within Fusion Apps, “although the 12c database cycle dynamics appear more muted.” Morgan Stanley’s Keith Weiss maintains an Equal-Weight rating on Oracle Corporation (NYSE: ORCL),...

Morgan Stanley's Keith Weiss reiterated salesforce.com, inc. (NYSE: CRM)'s Overweight rating while increasing the price target from $86.00 to $94.00. The rating change came after salesforce.com reported earrings Wednesday, slightly beating estimates. "Salesforce remains one of the most compelling...

Tableau Software Inc (NYSE: DATA) reported better-than-expected 1Q revenue growth, but its license revenue growth continued to decelerate, declining from 31 percent in 4Q15 to 14 percent in 1Q16. Morgan Stanley’s Keith Weiss maintained an Equal-Weight rating for the company, while raising...

Microsoft Corporation (NASDAQ: MSFT) reported Q3 results in-line with and Q4 guidance short of expectations. Morgan Stanley’s Keith Weiss maintained an Overweight rating for the company, while reducing the price target from $66 to $64. The analyst mentioned that Microsoft’s core story...

Morgan Stanley said that while a shallower transition to cloud computing is likely to allow Oracle Corporation (NYSE: ORCL) to return to growth in both EPS and revenue for fiscal 2017, the strategy may leave Oracle as mainly a legacy IT vendor in the new cloud-computing universe. Analyst Keith...