Brian Schwartz

Oracle Corporation (NYSE: ORCL) shares were trading lower Wednesday after the company reported a larger-than-expected revenue decline in the fiscal fourth quarter but issued current-quarter guidance that exceeded expectations. Oracle reported fourth-quarter adjusted earnings per share of $1.20,...

Adobe Inc (NASDAQ: ADBE) reported fourth-quarter results Thursday that were highlighted by record quarterly revenue of $2.99 billion and record annual revenue of $11.17 billion. Here's how the Street reacted.  Adobe's Quarter In Review Adobe reported "excellent" an...

Education technology company 2U Inc (NASDAQ: TWOU) reported a first-quarter earnings and sales beat Tuesday alongside a 2019 outlook that contributed to a sell off in the stock. Two Street analysts stuck with bullish stances on the stock, while a third issued a downgrade.  The...

Adobe Inc (NASDAQ: ADBE) hosted its Summit conference and a financial analyst meeting Tuesday in Las Vegas. The software maker gave broad details of enterprise customers using their digital experience management technology platform, and conference checks were positive, according to Oppenheimer. The...

Shares of Trade Desk Inc (NASDAQ: TTD) have nosedived 12 percent since Friday morning amid investor concern over Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG) possibly considering restrictions on third-party ad targeting on Chrome. The investor reaction appears overblown given the...

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...

Trade Desk Inc (NASDAQ: TTD) held an investor meeting Wednesday at which it provided greater transparency into financials, increased insight into its connected TV and platform technologies and details on trategies to leverage end-market demand shifts, according to Oppenheimer. The Analyst...

Salesforce.com, inc. (NYSE: CRM) reported fourth-quarter results that came in better than expected, but management's outlook for the first quarter missed on both the revenue and EPS lines. Here is a summary of how some of the Street's top analysts reacted to the report. The Analysts Bank...

Although shares of 2U Inc (NASDAQ: TWOU) may come under pressure due to near-term cash flow and margin concerns, these factors should drive growth and partner expansions in the long term, according to Oppenheimer. The Analyst Oppenheimer’s Brian Schwartz maintains an Outperform rating on 2U...

Education technology company 2U Inc (NASDAQ: TWOU) reported solid fourth-quarter results Monday and announced healthy first-quarter guidance. The company is well-positioned for strong revenue growth and share gains in 2019, according to Oppeneheimer.  The sell-side firm sees bright...

Customer relationship software provider salesforce.com, inc. (NYSE: CRM) is scheduled to release its fourth-quarter results after the market close Monday, March 4. Analysts, on average, estimate earnings per share, or EPS, of 55 cents per share on revenue of $3.56 billion. The Analyst...

Instructure Inc (NYSE: INST) reported mixed fourth-quarter results Tuesday and announced below-consensus 2019 guidance. Although Instructure has several 2019 growth initiatives in place, the guidance seems appropriate in view of the leadership and operational changes at the company,...

RingCentral, Inc. (NYSE: RNG) reported fourth-quarter results Monday, which prompted Oppenheimer and Raymond James to turn incrementally bullish on the stock. The Analysts Oppenheimer's Brian Schwartz maintains an Outperform rating on RingCentral with a price target lifted from $101 to $117....

Paylocity Holding Corp (NASDAQ: PCTY), a provider of cloud-based payroll processing and human resource management software, reported second-quarter earnings per share and revenue figures Wednesday that were ahead of expectations. The Analysts Guggenheim Securities analyst Nandan Amladi...

ServiceNow Inc (NYSE: NOW) reported better-than-expected fourth-quarter earnings and strong billings growth, sending shares to a record high. KeyBanc Capital Markets analyst Rob Owens reiterated an Overweight rating on ServiceNow and increased the price target from $210 to $250. Oppenheimer analyst...