cloud technology

Twilio Inc (NYSE: TWLO) shares are now down 34.7 percent in the past month after skyrocketing more than 300 percent from their IPO price in a matter of months. One of the biggest bearish drivers in recent weeks has been the company’s 7 million-share secondary offering completed last week. For...

Microsoft Corporation (NASDAQ: MSFT) shares closed up over 4 percent in a weak Friday session following an earnings report that Bank of America describes as strong “across the board.” Analyst Kash Rangan is particularly impressed by Microsoft’s cloud numbers and management...

Microsoft Corporation (NASDAQ: MSFT) shares are soaring more than 4.0 percent in a weak session on Friday following a strong Q3 earnings report. William Blair analyst Jason Ader believes the company’s cloud computing numbers are most impressive of all. Following the report, Ader has upgraded...

BTIG’s Edward Parker started coverage of Nutanix Inc (NASDAQ: NTNX) with a Neutral rating, as he advises investors to wait for a better entry point. Nutanix is a leading provider of hyper-converged infrastructure (HCI), in which storage and computing assets are collapsed into a single tier....

Amazon.com, Inc. (NASDAQ: AMZN)'s Amazon Web Services (AWS) and VMware, Inc. (NYSE: VMW) revealed a tactical partnership to create and deliver a flawlessly integrated hybrid offering. This would give their customers a "full software-defined data center experience (SDDC)." The two companies...

Cloud9 Technologies, a provider of secure communications platforms for financial institutions, closed on a $30 million funding round led by JPMorgan Chase & Co. (NYSE: JPM). ICAP plc (ADR) (OTC: IAPLY), Barclays PLC (ADR) (NYSE: BCS) and Point72 Ventures also participated in the round, as well...

Previewing the fiscal second-quarter results of Alibaba Group Holding Ltd (NYSE: BABA), SunTrust noted that core profitability remains strong, despite the near-term investments headwinds. The firm sees strong investor sentiment and business momentum, based on the company's analyst day takeaways...

JPMorgan said in a research note on Monday that the market is undervaluing salesforce.com, inc. (NYSE: CRM), which it terms as the most valuable cloud asset. Analyst Mark Murphy said conversations with more than a dozen industry contacts reinforce his confidence in the favorable long-term outlook...

While most investors have certainly heard about cloud computing, many aren’t familiar with what cloud computing is and what the different categories of cloud computing mean. To start, cloud computing is a shift in the way computer services are provided. Instead of downloading software and...

Close on heels of Oracle Corporation (NYSE: ORCL)'s analyst day, which Goldman Sachs attended, and the firm's panel discussions with four Oracle Platinum Partners and cloud infrastructure vendors, the brokerage delved on the highlights and takeaways from these events. Analyst Heather Bellini noted...

Microsoft Corporation (NASDAQ: MSFT) announced Monday that it had entered into a six-year agreement with HP Inc (NYSE: HPQ) for the deployment of its Microsoft Dynamics to thousands of employees across HP. HP was formerly a cloud partner of salesforce.com, inc. (NYSE: CRM). During a Deutsche Bank...

JPMorgan reinstated coverage of VMware, Inc. (NYSE: VMW) with an Overweight rating and $90 price target on uptick in practice growth rates and strong customer adoption of vSAN, NSX and potentially VxRail. Prior to restriction, JPMorgan has a Neutral rating and December 2015 price target of $88 on...

Barclays’ Mark Moskowitz believes Hewlett Packard Enterprise Co (NYSE: HPE) is not in a strong position to benefit from cloud disruption over the next three to five years. Moskowitz maintains an Underweight rating on the company, while raising the price target from $16 to $17. Wrong Side Of...

A day after Box Inc (NYSE: BOX) delivered better-than-expected results and increased its full-year outlook, Oppenheimer maintains its Outperform rating and $18 price target on the company's shares. Analysts Ittai Kidron George Iwanyc believe there are multiple positives in favor of the stock. The...

Shares of Box Inc (NYSE: BOX) remain volatile ahead of the earnings announcement scheduled for Wednesday after the bell. Currently, Street analysts are expecting the company to incur a loss of $0.19 a share on revenue of $94.65 million. Revenue is estimated to grow 28.9 percent. There has...