Erik Suppiger

Shares of Cisco Systems Inc (NASDAQ: CSCO) were rising on Thursday, after the company reported higher-than-expected revenues and earnings for its fiscal fourth quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Morgan Stanley...

While Cisco Systems Inc (NASDAQ: CSCO) Wednesday reported a beat and raise quarter, it’s worth looking at its current and long-term debt. Morgan Stanley Analyst Meta Marshall maintained an Equal-Weight rating and price target of $48. “CSCO posted FQ1 upside as supply chain loosened,...

Cisco Systems Inc (NASDAQ: CSCO) reported quarterly earnings of 83 cents per share, beating the consensus estimate by 1 cent per share, on revenues of $13.1 billion, ahead of the Street expectations of $12.7 billion. Here's what the sell side has to say after the print.  JMP Securities On...

Cisco Systems Inc (NASDAQ: CSCO) shares dropped 8% on Thursday after the company reported a sales miss and issued disappointing guidance. Cisco reported fiscal first-quarter adjusted EPS of 82 cents, slightly above the 80 cents analysts were expecting. However, first-quarter revenue of $12.9...

Shares of cloud-based data analytics company Splunk Inc. (NASDAQ: SPLK) retreated Thursday following the release of its first-quarter results. The Splunk Analysts: Needham analyst Jack Andrews maintained a Buy rating on Splunk and lowered the price target from $265 to $198. Rosenblatt...

Crowdstrike Holdings Inc (NASDAQ: CRWD) shares traded lower by 2% on Wednesday after the company reported a profitable fourth quarter and issued guidance above Wall Street expectations. On Tuesday, CrowdStrike reported fourth-quarter adjusted EPS of 13 cents on $264.9 million in revenue. Both...

Shares of Crowdstrike Holdings Inc (NASDAQ: CRWD) were slipping Friday, giving back some of the strong gains they've notched since their June IPO. The weakness has come despite the cybersecurity company's beat-and-raise second-quarter report Thursday.  The Analysts JMP...

Shares of Palo Alto Networks Inc (NYSE: PANW) continued to rebound with investors and sell-side analysts seeing long-term upside amid a shift to cloud security that outweighs weaker near-term guidance. The stock initially dropped after the fourth-quarter print despite results that beat Street...

Nutanix, Inc. (NASDAQ: NTNX) shares continued to soar Thursday after a stronger-than-expected quarter and more confident guidance, but much of the sell-side remained cautious as it transitions from a hardware business to one selling software subscriptions. The company reported continued losses and...

The quite period for Crowdstrike Holdings Inc (NASDAQ: CRWD) has come to an end after its initial public offering on June 12. Multiple analysts are now able to publicly discuss their thoughts on the cloud-delivered cybersecurity company that leverages artificial intelligence to protect customers....

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...

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...

Cisco Systems, Inc. (NASDAQ: CSCO) stock traded higher by 3.9 percent Thursday after the company topped market expectations in the fourth quarter. Several Wall Street analysts weighed in on Cisco stock following the earnings report. Here’s a rundown of what they had to say. Under-The-Radar...

Nutanix Inc (NASDAQ: NTNX) shares plummeted over 7 percent at one point during Thursday’s after-hours session following a third-quarter earnings miss. The company announced Q4 EPS guidance below consensus estimates despite sales guidance that beat expectations.  Shares of Nutanix were...

JMP Securities analyst Erik Suppiger thinks Nutanix Inc (NASDAQ: NTNX) shares, which are trading at 2.3 times his calendar year 2018 estimate, are undervalued. Since its listing last September, the stock has shed 43 percent. As such, Suppier maintained his Market Perform rating and $35 price target...