-
D.A. Davidson Raises Qualys' Price Target To $27
Tuesday, May 3, 2016 - 8:41am | 310Qualys Inc (NASDAQ: QLYS) reported its revenue and EPS ahead of expectations. DA Davidson’s Jack Andrews maintained a Neutral rating for the company, while raising the price target from $25 to $27. The analyst commented that Qualys seems to be making significant progress in building a...
-
Analysts Thoughts On Oracle Ahead Of Q3 Results
Tuesday, March 15, 2016 - 2:48pm | 513Oracle Corporation (NYSE: ORCL) is set to report its third-quarter financial results on Tuesday after the market closes. The Street consensus estimate calls for a drop of 8.8 percent in earnings and 2.3 percent in sales. Analysts, on average, expect earnings of $0.62 a share on revenue of $9.12...
-
Everyone's Talking About Oracle
Thursday, September 17, 2015 - 4:04pm | 967Oracle Corporation (NYSE: ORCL) reported better-than-expected earnings for its first quarter on Wednesday, but sales fell short of expectations. At the same time, the company also issued forward-looking guidance that may have spooked investors, as shares were trading lower by more than 3 percent...
-
Splunk Buys Caspida, Wall Street Reacts Positively
Friday, July 10, 2015 - 8:58am | 337Splunk Inc (NASDAQ: SPLK) on Thursday announced it acquired Caspida, a cybersecurity and threat detection company for $190 million, $127 million of which will be in cash and $63 million in restricted common stock. Here are how some of Wall Street's top analysts reacted to the acquisition...
-
7 Things Wall Street Is Saying About Oracle Before Earnings
Monday, March 16, 2015 - 5:29pm | 681Oracle Corporation (NYSE: ORCL) reports fiscal Q3 earnings Tuesday following the market close. The Street expected EPS of $0.68 on revenue of $9.47 billion. For Q4, consensus EPS was $0.94 on revenue of $11.44 billion. For the full 2015 fiscal year, consensus was for EPS of $2.95 on revenue...
-
DA Davidson On Salesforce.com: 'The Most Important Earnings Report in the History of SaaS?'
Tuesday, February 24, 2015 - 4:55pm | 327Salesforce.com, Inc. (NYSE: CRM) is scheduled to report earnings for the fourth quarter of fiscal 2015 on Wednesday after market close. In a report published Tuesday, DA Davidson’s Jack Andrews provided a preview of the call, wondering if this might be “the most important earnings...
-
Marketo Investments Expected To Ramp Up In 2015
Wednesday, February 11, 2015 - 11:13am | 108In a report published Wednesday, D.A. Davidson analyst Jack Andrews reiterated a Buy rating and $49.00 price target on Marketo (NASDAQ: MKTO). In the report, D.A. Davidson noted, "4Q14 revenue of $42.4 million grew 50.3% year-over-year (YoY), above our estimate of $41.5 million and the Street...
-
Analysts Like Outlook From ServiceNow
Thursday, January 29, 2015 - 5:23pm | 246ServiceNow Inc (NYSE: NOW) shares climbed on the day after it beat fourth-quarter Street views and offered a higher-than-expected outlook. The software company gained more than 7 percent, closing at $73.88 a share. ServiceNow is a darling among analysts, with 22 of the 25 tracked by FactSet...
-
D.A. Davidson: Software Fundamentals Strong Heading Into 2015 But Don't Rush To Invest
Friday, January 2, 2015 - 10:04am | 249Jack Andrews of D.A. Davidson previewed the Software industry's outlook for 2015, noting that fundamentals remain strong, although it is unclear if the outlook will be enough to boost Software stock prices in the near-term. “We caution that in early 2015 software stock performance may be muted,...
-
D.A. Davidson Previews Oracle Q2 Earnings
Tuesday, December 16, 2014 - 4:52pm | 334D.A. Davidson on Tuesday issued an earnings preview for Oracle Corporation (NYSE: ORCL) and anticipated “no fireworks” according to analyst Jack Andrews. Oracle will report fiscal Q2 2015 earnings Wednesday after the market close. The average analyst estimate is for revenue at $9.52...
-
UPDATE: D.A. Davidson Reiterates On Cornerstone OnDemand, Inc. On Evolv Acquisition Agreement
Wednesday, October 8, 2014 - 10:00am | 165In a report published Wednesday, D.A. Davidson analyst Jack Andrews reiterated a Neutral rating on Cornerstone OnDemand, Inc. (NASDAQ: CSOD), but lowered the price target from $41.50 to $37.00. In the report, D.A.. Davidson noted, “Cornerstone OnDemand has signed a definitive agreement to acquire...
-
UPDATE: D.A. Davidson Upgrades Oracle Corporation
Monday, October 6, 2014 - 9:35am | 267D.A. Davidson upgraded Oracle Corporation (NYSE: ORCL) on Monday to Buy and maintained a $47 price target. Oracle recently held an analyst day where, according to analyst Jack Andrews, the company "introduced a slew of new products (approximately 130) across all lines of business. In our...
-
DA Davidson Cautious On Salesforce.com, inc.; Macro And Company Risks Not Fully Appreciated By Investors
Thursday, October 2, 2014 - 9:00am | 202In a note to clients on Thursday, Jack Andrews of DA Davidson described Salesforce.com, inc. (NYSE: CRM) as being the “next generation enterprise application cloud computing leader.” Andrews said that the company is on track to generate more than $5 billion in revenue during the current fiscal...
-
UPDATE: D.A. Davidson Reiterates On Oracle Corporation After FY1Q15 Is Below Consensus
Friday, September 19, 2014 - 9:00am | 114In a report published Friday, D.A. Davidson & Co. analyst Jack Andrews reiterated a Neutral rating on Oracle Corporation (NYSE: ORCL), and raised the price target from $46.00 to $47.00. In the report, D.A. Davidson & Co. noted, “FY1Q15 revenue of $8.599 billion grew 2.6% year-over-year (...
-
D.A. Davidson & Co. Sees MICROS Systems Acquisition As Good For Oracle Corporation
Tuesday, September 9, 2014 - 9:39am | 108In a report published Tuesday, D.A. Davidson & Co. analyst Jack Andrews reiterated a Neutral rating and $46.00 price target on Oracle Corporation (NYSE: ORCL). In the report, D.A. Davidson & Co. noted, “After the close Oracle announced the closing of its acquisition of MICROS Systems,...