Ittai Kidron

Cloud storage provider Box Inc (NYSE: BOX) reported Tuesday its second-quarter results, which showed multiple concerning metrics, including a slowdown in billings growth and a slightly weak outlook for the third quarter. The Analyst KeyBanc Capital Markets' Rob Owens maintains an Overweight...

IBM (NYSE: IBM) reported second-quarter earnings Wednesday, narrowly beating consensus estimates for both EPS and sales. Investors responded positively for the most part, though some commentators did express concerns about the details.  The Analysts Morgan Stanley’s Katy Huberty...

Red Hat Inc (NYSE: RHT) stock tanked more than 12 percent Friday after the company’s first-quarter earnings report failed to wow the market. Red Hat also announced a $1 billion buyback. A number of analysts have weighed in on Red Hat stock following the report. Here’s a sampling of...

Data service and self-service analytics company Alteryx Inc (NYSE: AYX) is likely to benefit from the increasing quest for data, according to Oppenheimer.  The Analyst Analyst Ittai Kidron initiated coverage of Alteryx with an Outperform and 12-18-month price target of $48. The Thesis Alteryx...

Shares of networking products company Juniper Networks, Inc. (NYSE: JNPR) are experiencing a valuation-sentiment disconnect, according to Oppenheimer. The Analyst Oppenheimer analyst Ittai Kidron upgraded Juniper from Perform to Outperform and established a price target of $33. The Thesis...

With the market extending its bull run, here's a recommendation from Oppenheimer for riding the rally.  The Analyst Analyst Ittai Kidron named Nutanix Inc (NASDAQ: NTNX) as one of his top 2018 picks on the view that the market still underappreciates the company's shift to a...

Box Inc (NYSE: BOX) reported earnings Thursday, with the results and guidance falling in line with expectations.  The Analyst Oppenheimer's Ittai Kidron maintained an Outperform on Box and increased the price target for the stock from $22 to $24. The Key Takeaways In-line...

Following meetings with the senior management at Mulesoft Inc (NYSE: MULE), Oppenheimer said it's incrementally positive on the company. The Analyst Oppenheimer analyst Ittai Kidron upgraded his rating on Mulesoft from Perform to Outperform and set a price target of $30. The Thesis...

Twilio Inc (NYSE: TWLO)'s earnings report impressed investors with a revenue beat in the third quarter. The company's outlook didn't disappoint, as the fourth-quarter guidance came in ahead of expectations and management revised its full-year outlook higher. The Analyst Oppenheimer...

A meeting between Nutanix Inc (NASDAQ: NTNX)'s management team and Oppenheimer analysts reinforced the firm's bullish stance on the stock. Analyst Ittai Kidron maintains an Outperform on Nutanix's stock with an unchanged $34 price target and gave four reasons for the reiteration in...

Following its attendance of Nutanix Inc (NASDAQ: NTNX)'s NEXT Conference held last week, Oppenheimer said it came away increasingly confident in the company's growth prospects, technology roadmap, customer dynamics and its ability to adjust to market shifts. Positive Buying Bias Of Customers...

Twilio Inc (NYSE: TWLO) shares are sinking like a stone after the company lowered its 2017 guidance on Tuesday. The biggest blow to Twilio investors was the revelation that one of the company’s biggest clients, Uber, is branching out and shifting some of its business to competitors. The news...

Twilio Inc (NYSE: TWLO) is one of Oppenheimer’s top picks for 2017, as the brokerage believes the potential collaboration with Amazon.com, Inc. (NASDAQ: AMZN)'s Amazon Web Services could offer a meaningful revenue opportunity and moderate concerns about competition from AWS. Justification For...

Oppenheimer has named Nutanix Inc (NASDAQ: NTNX) as one of its top picks in 2017. It believes investors are underestimating the company’s strong competitive position in the hyperconverged market and ability to post gross margin upside along with bottom-line improvement. Nutanix'...