Kevin Buttigieg

Oracle Corporation (NYSE: ORCL) is scheduled to release its FQ3 2017 results Wednesday and is expected to report a sequential license improvement. MKM Partners’ Kevin Buttigieg said Oracle would be able to generate EPS growth in FY2018 only if it can slow license declines and continue solid...

Splunk Inc (NASDAQ: SPLK) will report its fourth-quarter results on February 23. MKM Partners expects the software maker to provide a conservative FY18 outlook as it enters a transitional year. MKM Partners expects fourth-quarter EPS/revenue of $0.13/$288.4 million versus consensus estimate of $0....

MKM Partners said it would be a buyer of Citrix Systems, Inc. (NASDAQ: CTXS) shares on any weakness, as it is not concerned with the recent executive departures and sees the closing of the LogMeIn Inc (NASDAQ: LOGM) transaction and consequent share buyback as positive catalysts. Exec Changes Last...

Regardless of a street-beating and market-moving Q3 report from Splunk Inc (NASDAQ: SPLK) on Tuesday, MKM Partners analyst Kevin Buttigieg remained Neutral on the stock, while raising his price target to $60 from $55. The analyst outlined his positive and negative views on the reports. Positives...

Splunk Inc (NASDAQ: SPLK) is scheduled to report its results for FQ3 of 2017 on November 29. Although the company is likely to deliver a beat, Splunk Cloud uptake could limit upside and result in “another deceleration relative to historical growth rates,” MKM Partners’ Kevin...

Ahead of salesforce.com, inc. (NYSE: CRM) third-quarter earnings announcement on November 17, MKM Partners expect billings of 13 percent growth on a year-over-year basis at $1.724 billion, which is ahead of the 12 percent outlook. However, the growth rate is expected to decelerate from 15 percent...

The ongoing uncertainty over Oracle Corporation (NYSE: ORCL)’s proposed acquisition of Netsuite Inc (NYSE: N) leads to another question as to what companies will benefit from the potential fallout of the merger. MKM Partners’ Kevin Buttigieg says The Ultimate Software Group, Inc. (...

Friday marks the deadline for Oracle Corporation (NYSE: ORCL)'s final extension of its tender offer for NetSuite Inc (NYSE: N). While many on the street have had their doubts that a deal will be made at this point, anything can still happen. Should a deal go through, MKM Partners analyst Kevin...

MKM Partners’ Kevin Buttigieg believes salesforce.com, inc. (NYSE: CRM)'s acquisition of Quip is being seen by many as an “offensive move” to go after Microsoft Corporation (NASDAQ: MSFT) with an Office competitor, following salesforce.com losing the bidding war for LinkedIn Corp...

In a note to investors Thursday, MKM analyst Kevin Buttigieg admitted to several disappointing features of Red Hat Inc (NYSE: RHT)’s recent earnings release. Billings growth was good, but some slowing was evident. Acquisitions put pressure on cash flows and affected guidance....

In a new report, MKM Partners analyst Kevin Buttigieg took a look back at the enterprise software industry and discussed investing themes that have worked and those that haven’t over the past two years. Typically, many of the worst performers in a given industry will outperform in the...

Oracle Corporation (NYSE: ORCL) has seen a 9.43 percent increase in its share price over the past month, with the shares touching a high of 38.87 on October 28. MKM Partners’ Kevin Buttigieg has maintained a Neutral rating on the company, with a price target of $42. At its recent...

Salesforce.com, inc. (NYSE: CRM) is scheduled to report its first quarter results Wednesday after market close. The Estimize Consensus earnings per share estimate (based on 57 estimates) is $0.15 on revenue of $1.508 billion. This compares to the Wall Street estimate calling for an earnings per...