John DiFucci

When salesforce.com, inc. (NYSE: CRM) reports after the close Feb. 28, it's likely to show billings upside in the fiscal year fourth quarter, with the company possessing multiple paths to achieve long-term targets, according to Jefferies.  The Analyst Jefferies analyst John DiFucci...

The honeymoon for cybersecurity name Symantec Corporation (NASDAQ: SYMC) is over, according to a Jefferies analyst.  The Analyst Jefferies analyst John DiFucci downgraded shares of Symantec from Hold to Underperform and lowered the price target from $30 to $23. The Thesis Symantec...

Shares of AlarmCom Hldg Inc (NASDAQ: ALRM), a cloud-based home automation and monitoring services company, were upgraded by Jefferies ahead of the company's earnings fourth-quarter earnings report on Feb. 27.  The Analyst Jefferies analyst John DiFucci upgraded AlarmCom from Hold to...

Identity management software provider Sailpoint Technologies Holdings Inc (NYSE: SAIL)'s IPO quiet period expired Tuesday, and the sell side initiated coverage of the stock. Operating in Attractive Markets Jefferies analyst John DiFucci said SailPoint operates in the attractive identity...

Jefferies raised its price target on salesforce.com (NYSE: CRM) while maintaining a Hold rating following second-quarter results that reflected top-line momentum, with bottom line looking murkier. Analyst John DiFucci raised the price target by $4 to $84. It was trading Wednesday at $94.20, up 1.34...

Shares of Palo Alto Networks Inc (NYSE: PANW) gained more than 15 percent on Thursday after the company's fiscal third-quarter report handily exceeded expectations. Here is a summary of what some of Wall Street's most notable analysts are saying about Palo Alto's stock after the...

Palo Alto Networks Inc (NYSE: PANW) had a strong third quarter, beating the Street estimates on several metrics: Non-GAAP EPS: $0.61 vs. $0.55 estimate by Jefferies analyst John DiFucci. Total revenue: $431.8 million vs. $412.1 million. Product revenue: $164.2 million vs. $146.7 million...

“We view Palo Alto Networks Inc (NYSE: PANW) as one of a few true security platforms, built on a unique singlepass architecture, answering a pressing customer desire to consolidate security functionality,” Jefferies’ John DiFucci said in a note, while initiating coverage of the...

Driven by strength in enterprise business, salesforce.com, inc. (NYSE: CRM) delivered a solid third-quarter beat. However, Jefferies analyst John DiFucci pointed out continued moderation in the mid-market, which was somewhat soft for the third straight quarter. Salesforce didn’t mention it in...

Jefferies initiated Apptio Inc (NASDAQ: APTI) at a Buy, with a $29 price target, as the firm sees the company as addressing a persistent problem with a real solution. Finding Success Where Others Failed Analyst John DiFucci believes the company's unique data management platform, intuitive SaaS-...

Although CEO Marc Benioff provided some insight into salesforce.com, inc’s (NYSE: CRM) normal M&A procedure during an investor Q&A session, the rationale for pursuing Twitter Inc (NYSE: TWTR) remains unclear, Jefferies’ John DiFucci said in a report. He maintained a Hold...

Jefferies is looking for clarity on salesforce.com, inc. (NYSE: CRM)'s weak second-quarter results while maintaining its Hold rating $80 price target. Quarterly billings grew 15 percent to $1.853 billion, while the Street expected 17 percent growth. Similarly, deferred revenue grew 26 percent (...

Jefferies has maintained its Buy rating on Oracle Corporation (NYSE: ORCL) as it sees a positive inflection point in the company's database business, which is estimated to account for at least 50 percent of the company's total technology licenses sales. "We believe the imminent release of the 12c...

Gartner’s most recent PC industry forecast has lowered the PC unit expectations to a decline of 7.3 percent year-on-year in 3Q16, from the earlier forecast of a decline of 1.5 percent. Jefferies’ John DiFucci maintained an Underperform rating on Microsoft Corporation (NASDAQ: MSFT...