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Microsoft Enjoys 'First-Mover Advantage' As AI Revenue Doubles, 5 Analysts Explore Q2 Print
Wednesday, January 31, 2024 - 1:10pm | 620Shares of Microsoft Corp (NASDAQ: MSFT) came under pressure early trading on Wednesday, even after the company reported higher-than-expected quarterly results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. BMO Capital Markets analyst Keith...
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MongoDB Shares Continue To Tank On Q3 Print: Why These Analysts Are Encouraged By Results
Wednesday, December 6, 2023 - 1:40pm | 681MongoDB Inc (NASDAQ: MDB) shares tanked in early trading on Wednesday despite the company reporting upbeat third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Piper Sandler On MongoDB Analyst Brent Bracelin...
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GitLab Analysts Review Beat And Raise Quarter: Seat Contraction 'Remains A Headwind'
Wednesday, September 6, 2023 - 12:12pm | 542Shares of GitLab Inc (NASDAQ: GTLB) climbed in early trading on Wednesday, after reporting its second-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from Asana’s earnings release. Truist Securities analyst Joel Fishbein maintained a...
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Microsoft Analyst Praises 'Purposeful' AI Moves As Competitors Scramble To Respond
Wednesday, April 26, 2023 - 11:22am | 592Shares of Microsoft Corp (NASDAQ: MSFT) climbed in early trading on Wednesday, after the Redmond, Washington-based company reported upbeat quarterly results. Here are some key analyst takeaways from the earnings call: Morgan Stanley analyst Keith Weiss reiterated an Overweight rating, while...
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Philippines Casino Okada Manila Going Public Via SPAC: What Investors Should Know
Friday, October 15, 2021 - 11:57am | 429The largest integrated resort in the Philippines will become publicly traded as part of a SPAC deal announced Friday. The SPAC Deal: Okada Manila announced a SPAC merger with 26 Capital Acquisition Corp (NASDAQ: ADER) valuing the company at an enterprise value of $2.6 billion. 26 Capital is a SPAC...
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Deviate To Win: Why Rachel Apfel Glass Abandoned A Career In Finance To Start A New Kind Of Salon
Tuesday, October 12, 2021 - 2:27pm | 364Deviate To Win is an interview series featuring executives and investors who have won in business by taking chances and doing things a little bit differently. The podcast is hosted by Jason Ader, founder and CEO of SpringOwl Asset Management, and is produced by Benzinga. On the latest...
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Podcast: Are Casinos In Macau Doomed?
Monday, September 20, 2021 - 10:38am | 488Deviate To Win is an interview series featuring executives and investors who have won in business by taking chances and doing things a little bit differently. The podcast is hosted by Jason Ader, founder and CEO of SpringOwl Asset Management, and is produced by Benzinga. Last week,...
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Deviate To Win Episode 2: Las Vegas Sands CEO Robert Goldstein
Tuesday, September 14, 2021 - 3:02pm | 432Deviate To Win is an interview series featuring executives and investors who have won in business by taking chances and doing things a little bit differently. The podcast is hosted by Jason Ader, founder and CEO of SpringOwl Asset Management, and is produced by Benzinga. On the latest...
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Listen to Episode 1 Of Deviate To Win, The New Podcast From Jason Ader, Featuring The Chairman Of Bally's
Wednesday, May 26, 2021 - 2:46pm | 603Deviate To Win is an interview series featuring executives and investors who have won in business by taking chances and doing things a little bit differently. The podcast is hosted by Jason Ader, founder and CEO of SpringOwl Asset Management, and is produced by Benzinga. On the first episode...
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Analysts React To Red Hat's Q1 Earnings, Downbeat Forecast
Friday, June 22, 2018 - 1:21pm | 518Red 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...
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Buy The Dip In Oracle? The Street Debates
Wednesday, June 20, 2018 - 2:58pm | 746Shares of Oracle Corporation (NYSE: ORCL) moved lower Wednesday after the company's fiscal fourth-quarter earnings report came in better than expected, but management's guidance came in below expectations. The Analysts UBS' Jennifer Swanson Lowe maintains a Neutral rating on Oracle...
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Cloud Confusion: Wall Street's Mixed Reaction To Red Hat's Q4
Tuesday, March 27, 2018 - 1:21pm | 630Red Hat Inc (NYSE: RHT) reported fourth-quarter results Monday that were more positive than anticipated across the board, while the software company's guidance for 2019 exceeded Street expectations. Here's how Wall Street reacted to the print. The Analysts Bank...
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William Blair Initiates 'Highly Profitable' Casa Systems With Outperform
Tuesday, January 9, 2018 - 11:25am | 496The quiet period for Casa Systems Inc (NASDAQ: CASA), a provider of software-centric broadband products, expired Tuesday following the company's Dec. 14 IPO. The Analyst William Blair analyst Jason Ader initiated coverage of Casa Systems with an Outperform. The Thesis Casa Systems...
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Bullish Q3 Expectations Push Nutanix Shares Higher
Tuesday, October 10, 2017 - 11:53am | 383Shares of Nutanix Inc (NASDAQ: NTNX) were trading higher by more than 10 percent Tuesday, partly due to an encouraging report by analysts at William Blair. The firm's Jason Ader maintains an Outperform rating on Nutanix's stock with no assigned price target but a path toward $34 per share (see his...
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The Street Is Gaining Confidence In Microsoft's Cloud Business
Friday, October 21, 2016 - 1:12pm | 371Microsoft 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...