Patrick Walravens

Shares of Adobe Inc (NASDAQ: ADBE) continued to fall on Wednesday after missing expectations on subscription bookings and lowering guidance for its Digital Experience business. Several sell-side analysts kept Buy recommendations on the stock, saying those negatives masked continued Accounting Rate...

Software provider to the P&C insurance industry company Guidewire Software Inc (NYSE: GWRE) reported Thursday fiscal fourth-quarter results which were better than expected but management's guidance disappointed, according to JMP. The Analyst JMP analyst Patrick Walravens maintains a Market...

The video-first, unified communications platform company Zoom Video Communications Inc (NASDAQ: ZM) reported second-quarter results Thursday that were highlighted by revenue that nearly doubled year-over-year and a surprise profit. Here's how the Street reacted.  JMP: Much To...

Docusign Inc (NASDAQ: DOCU) shares soared 20% on Friday after the company reported second-quarter earnings and blew third-quarter guidance expectations out of the water. DocuSign missed second-quarter EPS estimates but beat on revenue. Friday’s big move was likely in response to the company...

Cloudera Inc (NYSE: CLDR) shares rallied more than 14% on Thursday after the company reported better-than-expected second-quarter numbers, including a 2 cent EPS loss and $196.7 million in revenue. Wall Street analysts expected a 10-cent EPS loss and $182 million in revenue. Looking ahead,...

Mongodb Inc (NASDAQ: MDB) shares sank more than 9% on Thursday after the company reported a mixed second quarter on Wednesday afternoon. MongoDB’s adjusted EPS in the quarter was a loss of 26 cents, missing consensus estimates by 2 cents. Revenue for the quarter was $99.37, beating analyst...

Oracle Corporation (NYSE: ORCL) stock continued to soar on Thursday after the software company reported a revenue beat and issued bullish guidance the day before.  Some sell-side analysts weren’t impressed enough to leave the sidelines, saying they’re waiting to see if the company...

Oracle Corporation (NYSE: ORCL) shares dropped Friday morning despite the company reporting a fiscal third-quarter earnings beat and providing fourth-quarter guidance that exceeded Wall Street’s expectations. Investors may be concerned about the company’s revenue numbers, which were...

Team collaboration and productivity software provider Atlassian Corporation PLC (NASDAQ: TEAM) reported forecast-beating Q2 results last week. Here are how a few analysts reacted to the print. JMP: Atlassian Embracing The Emerging Trend Atlassian is capitalizing on the trend of cloud adoption...

Docusign Inc (NASDAQ: DOCU) reported its third-quarter results, which came in better than expected and management's fourth quarter and full year sales guidance also beat expectations. The Analysts JMP Securities' Patrick Walravens maintains a Market Outperform rating on Docusign with an...

Dropbox Inc (NASDAQ: DBX) reported Thursday a top-and-bottom-line beat in its third-quarter release. Speaking to CNBC, Dropbox CEO Drew Houston said the company can continue thriving as there is no shortage of people or companies with content that require a collaborative effort. The Analysts JMP...

Twilio Inc (NYSE: TWLO), a cloud communications platform, said Monday it reached an agreement to acquire SendGrid Inc (NYSE: SEND), a digital communications platform that specializes in mass e-mailing. Here's a roundup of how some of the Street's analysts reacted to the merger. The Analysts...

Adobe Systems Incorporated (NASDAQ: ADBE)'s fiscal second-quarter print came in better than expected Thursday afternoon. Here's how the sell side reacted. The Analysts Pivotal Research Group's Brian Wieser maintained Adobe at Hold with a price target lifted from $...

The quiet period following the IPO Docusign Inc (NASDAQ: DOCU) has ended, and several Wall Street analysts have weighed in on the stock. Here’s a rundown of what they’ve had to say. Voices From The Street Citi analyst Walter Prichard said DocuSign is a potential SaaS market leader....

Solid second-quarter results from Coupa Software Inc (NASDAQ: COUP) failed to send the sell side into a frenzy. While Loop Capital Markets didn't see it as a breakout quarter, which might justify a higher valuation, JMP Securities said its valuation for the company is roughly in line with the...