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Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4
Thursday, July 31, 2025 - 11:48am | 788Microsoft Corporation (NASDAQ:MSFT) analysts weigh in on the company's strong cloud growth shown in the company's fourth-quarter financial results. Here's what analysts are saying about the results and what's next for Microsoft. Wedbush analyst Dan Ives maintained an Outperform rating on Microsoft...
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CoreWeave's 290% Rally Raises Valuation Fears, Analyst Says 'Upside Has Been Priced In'
Monday, June 16, 2025 - 12:35pm | 568An analyst downgraded AI cloud-computing company CoreWeave Inc. (NASDAQ:CRWV) on Monday based on valuation concerns after its shares soared following its March IPO. The CoreWeave Analyst: Bank of America analyst Brad Sills downgraded CoreWeave from Buy to Neutral and raised the price target from $...
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Salesforce Posts Q1 Beat As AI Crosses $1B, But How Concerned Should Investors Be About Margins?
Thursday, May 29, 2025 - 11:38am | 574Shares of Salesforce Inc (NYSE:CRM) tanked in early trading on Thursday, despite the company Wednesday reporting strong first-quarter results. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan reaffirmed a Buy rating, while lifting the price target from $340 to $385. Needham...
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Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target
Friday, May 23, 2025 - 12:42pm | 1359Workday Inc (NASDAQ:WDAY) tanked after the company on Thursday reported its fiscal first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Workday Analyst Jason Celino reiterated an Overweight rating, while...
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Microsoft Stock Rallies On Q3 Strength Of Azure: Analyst Says Company Is 'Sole AI Leader In Both Apps And Infrastructure'
Thursday, May 1, 2025 - 4:00pm | 907Microsoft Corporation (NASDAQ:MSFT) analysts highlight a strong showing by Azure as the key factor that powered the tech giant’s better-than-expected third-quarter performance. Microsoft Analysts: TD Cowen analyst Derrick Wood maintained a Buy rating on Microsoft and raised the price target...
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Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Thursday, January 30, 2025 - 4:11pm | 1122Microsoft Corporation (NASDAQ:MSFT) analysts balance the positives and negatives of Azure’s weakness and strength in AI from the company’s quarterly financial results. The Microsoft Analysts: Morgan Stanley analyst Keith Weiss maintained an Overweight rating on Microsoft and lowered...
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Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'
Wednesday, December 4, 2024 - 1:21pm | 1444Salesforce Inc (NYSE:CRM) shares were climbing in on Wednesday, despite the company reporting an earnings miss in the third quarter. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Stifel On Salesforce Analyst J. Parker Lane reiterated a Buy...
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Microsoft 'In Major Growth Mode,' Not Slowing Down: 4 Analysts See Strong Azure Demand, AI Monetization Efforts
Thursday, October 31, 2024 - 12:13pm | 667Microsoft Corporation (NASDAQ:MSFT) analysts saw potential short-term setbacks with capacity constraints and weaker guidance than expected but were also looking at an exciting path for AI monetization ahead after first-quarter financial results. The Microsoft Analysts: Bank of America analyst Brad...
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Adobe Stock Tanks On Disappointing Q4 Guidance: Why These Analysts Say Reaction Was 'Overblown'
Friday, September 13, 2024 - 10:39am | 1096Shares of Adobe Inc (NASDAQ:ADBE) tanked in early trading on Friday, even after the company reported upbeat fiscal third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. RBC Capital Markets analyst Matthew Swanson maintained...
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Oracle Analysts Focus On AI-Driven Bookings Strength, Expect Revenue Acceleration To Continue
Tuesday, September 10, 2024 - 10:54am | 882Shares of Oracle Corp (NYSE:ORCL) climbed in early trading on Tuesday, after the company reported upbeat fiscal first-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. JMP Securities analyst Patrick Walravens upgraded the...
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Intuit Stock Falls After 'Solid' Earnings, Analysts Say AI Investments Will 'Yield Dividends'
Friday, August 23, 2024 - 12:35pm | 577Shares of Intuit Inc (NASDAQ:INTU) were dipping on Friday, even after the company reported upbeat quarterly results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Intuit Analyst Brad Sills reiterated a Buy rating, while...
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Workday Stock Soars As Analysts Call Q2 A 'Turning Point'
Friday, August 23, 2024 - 11:16am | 547Shares of Workday Inc (NASDAQ:WDAY) climbed in early trading on Friday, after the company reported upbeat quarterly sales on Thursday. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Workday Analyst Brad Sills reiterated a...
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Adobe Expects To 'Deliver In A Bigger Way': 6 Analysts Address Key Metrics, 'Positive AI Commentary'
Friday, June 14, 2024 - 11:22am | 798Shares of Adobe Inc (NASDAQ:ADBE)were climbing in early trading on Friday, with the company reported upbeat quarterly results. The results came amid an exciting earnings season. Here are six analyst takeaways. BMO Capital Markets analyst Keith Bachman maintained an Outperform rating, while raising...
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Does Workday Have 'Some Pockets Of Strength'? 11 Analysts Look At Q1 Results, Outlook
Friday, May 24, 2024 - 1:15pm | 1463Workday Inc (NASDAQ:WDAY) shares tanked in early trading and into the early afternoon of Friday, even after the company reported upbeat earnings for the first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Workday Analyst Brad...
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Intuit Reports Strong Q3 Results, 'Disappointing' Outlook: 6 Analysts On TurboTax Provider
Friday, May 24, 2024 - 11:18am | 856Intuit Inc (NASDAQ:INTU) shares tanked in premarket and morning trading on Friday, even after the company reported strong results for its fiscal third quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Intuit Analyst Brad Sills...