Alex Kurtz

Cloud software company Nutanix Inc (NASDAQ: NTNX) reported Tuesday after the market close with roughly 14-percent revenue growth and a narrower-than-expected loss in the fiscal 2019 first quarter. Nutanix issued second-quarter revenue guidance that surrounded the consensus estimate. The...

Flash storage company Pure Storage Inc (NYSE: PSTG) reported third-quarter results Monday and announced a new suite of cloud offerings. Here's how the Street reacted to the print. The Analysts Bank of America Merrill Lynch's Wamsi Mohan maintains a Buy rating on Pure Storage...

Cisco Systems, Inc. (NASDAQ: CSCO) stock is trading higher Thursday after the company reported better-than-expected first-quarter earnings and revenue driven by strength in its core Infrastructure Platforms segment. Cisco also issued guidance that was in-line with expectations. The stock was up...

Pivotal Software (NYSE: PVTL) fell over 20 percent after the company's second-quarter print. Here's a roundup of how the sell-side reacted.  The Analysts Credit Suisse analyst Brad Zelnick maintained an Outperform rating on Pivotal with a $25 price target. KeyBanc analyst Alex Kurtz...

Cloud software company Nutanix Inc (NASDAQ: NTNX) reported Thursday after the market close with better-than-expected fiscal fourth-quarter results. The company's first-quarter guidance fell short of the consensus. The Analysts JMP Securities' Erik Suppiger maintained an...

Red Hat Inc (NYSE: RHT) shares are under pressure after the software company reported above-consensus first-quarter non-GAAP earnings per share and 20-percent year-over-year revenue growth. Red Hat's Q2 non-GAAP EPS and revenue guidance and fiscal full year 2019 revenue...

The quiet period following the IPO of Dell Technologies spin-off Pivotal Software Inc (NYSE: PVTL) 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 William Blair analyst Bhavan Suri said...

LogMeIn Inc (NASDAQ: LOGM), a provider of a cloud-based remote connectivity services, is in the early stages of a growth opportunity, and investors should take advantage of its valuation, according to KeyBanc Capital Markets.  The Analyst KeyBanc's Alex Kurtz initiated coverage of...

Nutanix Inc (NASDAQ: NTNX) said it has identified a path toward $3 billion in product and support billings in fiscal 2021 in an analyst day presentation Monday. This represents a growth rate of 40 percent from 2017 and prompted KeyBanc to turn incrementally bullish on the stock....

Nutanix Inc (NASDAQ: NTNX)'s total addressable market has increased over the past 12 months, especially for large greenfield data center builds in Europe, according to KeyBanc Capital Markets.  The Analyst KeyBanc analyst Alex Kurtz maintained an Overweight rating on Nutanix shares and...

Dell is continuing to explore strategic alternatives including a potential IPO or some form of merger with the cloud computer name VMware, Inc. (NYSE: VMW), in which the PC-maker has an 82-percent stake. Recent U.S. tax legislation could potentially be a key catalyst for the biggest tech...

One of technology's biggest events, CES 2018, kicked off in Las Vegas on Monday. Investors looking for a way to capitalize on the event may want to consider these four picks, courtesy of KeyBanc Capital Markets. The Analysts KeyBanc's Alex Kurtz and Steve Enders. The Thesis One of...

Red Hat Inc (NYSE: RHT) reported third-quarter results Tuesday after the market close: 22 percent year-over-year revenue growth and a 20-percent increase in non-GAAP earnings per share to 73 cents. The results exceeded estimates, and the company issued upbeat guidance for the fourth quarter and...

After strong performance throughout 2017, VMware, Inc. (NYSE: VMW) remains well-positioned to continue benefiting from favorable industry trends, which bodes well for the stock's prospects in 2018, according to KeyBanc Capital Markets. The Analyst KeyBanc Capital Markets' Alex Kurtz...