Raimo Lenschow

Barclays’ Raimo Lenschow maintained an Overweight rating on Tableau Software Inc (NYSE: DATA), with a price target of $59. The stock has plunged 53 year to date, as compared to the flat S&P 500, driven by the Q4 revenue miss and the downward revision of the FY16 guidance. “If...

Workday Inc (NYSE: WDAY) shares rose 2 percent in the last three months, while shares of Cyberark Software Ltd (NASDAQ: CYBR) dipped 18 percent. Barclays’ Raimo Lenschow downgraded the rating for Workday from Overweight to Equal-Weight, and reduced the price target from $84 to $80. The...

Barclays recently issued a company note on Oracle Corporation (NYSE: ORCL) ahead of the company's FYQ2 results on December 16. Barclays said to focus on the company's guidance regarding their earnings announcement. The firm rates Oracle as Overweight with a $48 price target. Analyst...

Intuit Inc. (NASDAQ: INTU) shares have lost 7 percent year-to-date, having plummeted 18 percent since August 10. Barclays’ Raimo Lenschow upgraded the rating for the company from Equal Weight to Overweight, while raising the price target from $102 to $105. Intuit’s cloud...

In a report published Friday, Barclays analyst Raimo Lenschow previewed the U.S. Software space, noting that valuations across the sector is near the high end of their historical range, which may cause some investors to become "increasingly wary" of continued share outperformance....

Splunk Inc (NASDAQ: SPLK) fell sharply Friday despite beating first quarter estimates and multiple love notes from Wall Street analysts. The analytics software company traded down more than 4 percent recently at $67.76. The sell-off was sparked by concern that Splunk's billings growth...

In a report published Friday, Barclays analyst Raimo Lenschow revised his estimates on Microsoft Corporation (NASDAQ: MSFT) following Intel Corporation's (NASDAQ: INTC) warning that it expects to record lower revenue due to lower demand for its products. "Specifically, Intel noted lower-than-...

Raimo Lenschow of Barclays on Thursday commented in a note that FireEye Inc (NASDAQ: FEYE) demonstrated strong growth in product and professional services in its fourth quarter results on Wednesday. Lenschow notes that the company's products which it introduced in fiscal 2014 like IPS doubled their...

Shares of SAP SE (ADR) (NYSE: SAP) were trading higher Monday following an optimistic note from analysts at Barclays. "We expect the company to enter 2015 with a clean slate and articulate new 2020 targets," Raimo Lenschow wrote in a note to clients. "Clarity is crucial, and...

Barclays upgraded Tibco Software Inc. (NASDAQ: TIBX) from Underperform to Equal-Weight and raised the price target from $19 to $24. Analysts Raimo Lenschow and Saket Kalia upgraded the rating due to news that the software company will be acquired by Vista Equity Partners at $24 per share for $4...

After Splunk (NASDAQ: SPLK) released its first quarter earnings on Thursday, analysts responded Friday with their thoughts on the company. FBR - Outperform, $80 PT - Daniel Ives sees that the market may respond in a negative initial reaction because the beat wasn't as large as expected by the...