Ittai Kidron

Box Inc (NYSE: BOX) has delivered a steady performance and its transformation to a broad enterprise content platform is a positive, Oppenheimer's Ittai Kidron said in a report. He maintains an Outperform rating on the company, with a price target of $18, while naming the stock a top pick for...

Reviewing Nutanix Inc (NASDAQ: NTNX)'s quarterly results, Oppenheimer said it believes the company is well positioned at the sweet spot of enterprise data center spending. The firm believes the company can maintain a leadership position despite competitive pressure. Stand-Out Quarterly...

Ittai Kidron of Oppenheimer initiated coverage of Twilio Inc (NYSE: TWLO) with an Outperform rating and $50 price target. According to Kidron, Twilio is a leading Communications Platform-as-a-Service (CPaaS) vendor and the company is well positioned for several reasons, including: Enterprises are...

Oppenheimer sees Arista Networks Inc (NYSE: ANET), Pure Storage Inc (NYSE: PSTG) and A10 Networks Inc (NYSE: ATEN) as potential takeover targets for Hewlett Packard Enterprise Co (NYSE: HPE). The comments came as investors question HPE's next steps as a hardware-centric company amid two pending...

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...

Oppenheimer is bullish on Tableau Software Inc (NYSE: DATA) as it has multiple growth levers including growing adoption of BIA tools, new customer additions, share gains, deeper customer penetration and expansion opportunities in data integration and quality. 'Show Me' Quality "While we're bullish...

Oppenheimer said its channel checks suggest Cisco Systems, Inc. (NASDAQ: CSCO) will report an in-line results when the networking gear maker report its fourth-quarter numbers on August 17. Oppenheimer expects fourth-quarter EPS of $0.59 on revenue of $12.5 billion versus the Street estimate of $0....

Oppenheimer maintains its Outperform rating and $21 price target on Hewlett Packard Enterprise Co (NYSE: HPE) following the company's investor event. "We come away more confident in the company's execution and focus and remain convinced in its ability to continue to drive better results out of its...

Pure Storage Inc (NYSE: PSTG) reported robust results for the April quarter, and announced its guidance ahead of expectation. Oppenheimer’s Ittai Kidron maintained a Perform rating for the company, saying that although Pure Storage continued to gain market share and grow at an impressive...

Oppenheimer maintains its Outperform rating on Hewlett Packard Enterprise Co (NYSE: HPE) following solid quarterly results and its deal with Computer Sciences Corporation (NYSE: CSC). Earnings Numbers Hewlett Packard reported solid second-quarter results, posting year-over-year growth for the first...

Oppenheimer expects Hewlett Packard Enterprise Co (NYSE: HPE) to report in-line results for its second quarter and offer in-line outlook for the third quarter. The Palo Alto, California-based server maker will report its second-quarter numbers on May 24. The Street expects the company to earn $0.42...

Oppenheimer has warned that the fourth quarter outlook of Cisco Systems, Inc. (NASDAQ: CSCO) could be "at risk," saying that the networking gear maker could face a challenge in meeting consensus targets. The Street consensus revenue estimate for the July quarter is currently $12.46...

In a report issued Monday, Oppenheimer analysts Ittai Kidron, Michael Leonard and George Iwanyc upgraded their rating on shares of Arista Networks Inc (NYSE: ANET) from Perform to Outperform. The experts also set a $90 price target on the stock, which implies an upside of more than 16 percent. The...