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Oracle's Cloud Could Accelerate To 94% Growth In Q4 As Capacity Ramps
Tuesday, June 9, 2026 - 11:34am | 473Read More...Oracle Corp (NYSE:ORCL) is scheduled to report its fourth quarter results for fiscal 2026 on Wednesday, June 10. The results are likely to show Cloud growth inflection, with incremental data center capacity coming online, according to BofA Securities. The Oracle Analyst: Analyst Tal Liani...
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Salesforce Q1 Results 'Uninspiring': 'Nothing To Dispel The AI Threat Narrative'
Thursday, May 28, 2026 - 12:37pm | 914Read More...Salesforce Inc (NYSE:CRM) analysts mostly maintain their ratings and price targets, with some figures lowered, after the company reported first-quarter financial results on Wednesday. • Salesforce stock is gaining positive traction. Why is CRM stock advancing? The Salesforce Analysts DA...
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BofA Securities Analyst Sees Intuit Rebound Despite Layoffs, DIY Tax Weakness, AI Pressure
Wednesday, May 27, 2026 - 2:57pm | 469Read More...Intuit Inc. (NASDAQ:INTU) recently reported third-quarter results, announced a 17% workforce reduction, and issued a weaker-than-expected outlook. • What’s the outlook for INTU shares? Q3 Results Beat Estimates Intuit reported third-quarter revenue of $8.56 billion...
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ServiceNow Vs Salesforce: BofA Reveals Why AI Is 'Growth Engine' For One And 'Major Risk' For The Other
Tuesday, May 26, 2026 - 3:19am | 962Read More...Bank of America has reinstated ServiceNow Inc. (NYSE:NOW) as a top buy while assigning Salesforce Inc. (NYSE:CRM) an Underperform rating, citing artificial intelligence (AI) as the defining factor separating the futures of these two major software giants. BofA Unveils Stark Contrast Between NOW And...
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AI Shake-Up Hits Salesforce: Analyst Sees Growth Reset
Monday, May 18, 2026 - 12:31pm | 566Read More...Customer relationship management software company Salesforce Inc (NYSE:CRM) is facing "an AI-driven structural reset," according to BofA Securities analyst Tal Liani. The Salesforce Analyst: Liani reinstated coverage of Salesforce with an Underperform rating and price target of $160. The Salesforce...
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Cisco Stock Surges After Earnings Beat As AI Order Forecast Nearly Doubles
Thursday, May 14, 2026 - 12:38pm | 528Read More...Shares of Cisco Systems Inc (NASDAQ:CSCO) surged in early trading on Thursday, after the company reported upbeat third-quarter results on Wednesday. Here are the key analyst insights: BofA Securities analyst Tal Liani maintained a Buy rating, while raising the price target from $95 to $114....
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Microsoft's AI Rally: Why Analysts Say Azure Capacity, Copilot Are The Next Big Move
Friday, April 17, 2026 - 12:40pm | 447Read More...Microsoft Corp (NASDAQ:MSFT) remains well-positioned for AI-driven growth, but near-term stock movement hinges on Azure performance and Copilot adoption, according to a BofA Securities analyst. • Microsoft stock is building positive momentum. Why is MSFT stock trading higher? Azure Growth...
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CoreWeave, Nebius Get Fresh Upside Calls As BofA Bets Bigger On AI Compute Boom
Tuesday, April 14, 2026 - 8:12am | 571Read More...BofA Securities analyst Tal Liani raised price targets for CoreWeave Inc (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS) to reflect strong AI compute demand. The Ratings and Price Targets: The analyst has Buy ratings on both companies. He raised the price target for CoreWeave from $100 to $120 and...
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CrowdStrike Stock Slides Despite Upbeat Q3, Falcon's Wingspan Widens
Wednesday, December 3, 2025 - 11:54am | 831Read More...Shares of CrowdStrike Holdings Inc (NASDAQ:CRWD) tanked in early trading on Wednesday, despite the company reporting upbeat fiscal third-quarter results. Here are some key analyst takeaways: Scotiabank analyst Patrick Colville maintained a Sector Outperform rating, while lifting the price target...
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Palo Alto Networks Called A 'Buy' On The Dip, Analysts Bet On Its AI Security Lead
Thursday, November 20, 2025 - 1:34pm | 1022Read More...Palo Alto Networks, Inc (NASDAQ:PANW) is tightening its grip on the artificial intelligence-era cybersecurity landscape as customers consolidate spending around its platform and the company pushes deeper into identity, observability and AI security. The company is charging into its next phase of...
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Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets
Thursday, November 13, 2025 - 12:42pm | 673Read More...Shares of Cisco Systems Inc (NASDAQ:CSCO) climbed in early trading on Wednesday, after it reported upbeat fiscal first-quarter results. Here are some key analyst takeaways: Rosenblatt Securities analyst Mike Genovese reaffirmed a Buy rating, while raising the price target from $87 to $100....
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Qualcomm Faces Long-Term Squeeze From Apple, Samsung Despite iPhone 17 Share, Meta Partnership: Analysts
Thursday, November 6, 2025 - 1:38pm | 900Read More...Qualcomm Inc (NASDAQ:QCOM) delivered a strong quarter, driven by double-digit growth across its core chip business signaling continued demand in premium Android devices and emerging artificial intelligence-driven technologies. • QCOM is feeling the pressure from bearish momentum. Get the scoop...
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CrowdStrike's Outlook, Buyback Plan Impress, But Some Analysts Say Valuation Limits Upside
Wednesday, June 4, 2025 - 11:12am | 1078Read More...Shares of CrowdStrike Holdings Inc. (NASDAQ:CRWD) were trading lower on Wednesday after the company reported disappointing quarterly results on Tuesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On CrowdStrike Analyst Tal Liani...
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Check Point Software Technologies: Prospects Improve Under New CEO, These Analysts Turn Bullish
Friday, March 28, 2025 - 1:03pm | 471Read More...Nadav Zafrir of Team8 took over as Check Point Software Technologies Ltd.'s (NASDAQ:CHKP) new CEO in December 2024. What do analysts think of this change and how it will affect the company? BofA Securities On Lululemon Athletica Analyst Tal Liani upgraded the rating from Neutral to Buy, while...
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Qualcomm Posts Record Revenue As Analysts Flag Huawei, Tariff Risks
Thursday, February 6, 2025 - 11:56am | 686Read More...Shares of Qualcomm Inc (NASDAQ:QCOM) were trading lower on Thursday, despite the company reporting record revenues for its fiscal first quarter. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Qualcomm Analyst Samik...
















