-
Salesforce Posts Q1 Beat As AI Crosses $1B, But How Concerned Should Investors Be About Margins?
Thursday, May 29, 2025 - 11:38am | 574Shares of Salesforce Inc (NYSE:CRM) tanked in early trading on Thursday, despite the company Wednesday reporting strong first-quarter results. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan reaffirmed a Buy rating, while lifting the price target from $340 to $385. Needham...
-
Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target
Friday, May 23, 2025 - 12:42pm | 1359Workday Inc (NASDAQ:WDAY) tanked after the company on Thursday reported its fiscal first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Workday Analyst Jason Celino reiterated an Overweight rating, while...
-
Intuit CEO Calls It A 'Breakthrough Adoption Year' As TurboTax Live Revenue Jumps—Stock Pops 8% After Hours
Thursday, May 22, 2025 - 11:44pm | 743Intuit Inc. (NASDAQ:INTU) posted a strong third-quarter performance fueled by explosive growth in its TurboTax Live business. What Happened: During the earnings call on Thursday, the company’s CEO, Sasan Goodarzi, called it a “breakthrough adoption year” for its tax-prep product...
-
Intuit Q3 Preview: 'Price-Disruptor' Drives Adoption, Analyst Expects Revenue Beat
Monday, May 19, 2025 - 11:23am | 372Intuit Inc. (NASDAQ:INTU) will report its fiscal third-quarter results on Thursday, May 22. This is a tax-heavy quarter. That’s a "validation opportunity" for the company's strategic initiatives, according to Goldman Sachs. Execution “proof-points” can reinforce investor...
-
Snowflake Eyes Q1 Momentum As AI Partnerships Stack Up: Goldman Sachs
Monday, May 19, 2025 - 11:10am | 321Snowflake Inc. (NYSE:SNOW), a cloud-based data storage provider, will report its first-quarter results on Wednesday, May 21. According to Goldman Sachs, Snowflake's fundamentals are strengthening, and the company is likely to report strong quarterly results and guidance. The Snowflake Analyst:...
-
Datadog Lifts Revenue Outlook, Analysts Still Bark About Margins
Wednesday, May 7, 2025 - 3:50pm | 618Datadog Inc (NASDAQ:DDOG) Tuesday announced upbeat first-quarter revenues. Here are some key analyst takeaways. Wedbush analyst Daniel Ives maintained an Outperform rating, while reducing the price target from $155 to $140. Needham analyst Mike Cikos reaffirmed a Buy rating, while cutting the...
-
Microsoft's Blockbuster Quarter Cements Goldman's Bullish AI, Cloud Thesis
Thursday, May 1, 2025 - 10:06am | 675Microsoft Corp. (NASDAQ:MSFT) delivered a blockbuster quarter that beat expectations across the board, with cloud and AI momentum now so strong that Goldman Sachs sees the stock marching near all-time highs at $480 per share. In a note shared Thursday, Goldman Sachs analyst Kash Rangan said...
-
Microsoft Q3 Earnings Preview: Cloud, AI, Guidance Top Items Analysts Highlight To Watch
Tuesday, April 29, 2025 - 3:59pm | 889Technology giant Microsoft Corporation (NASDAQ:MSFT) could be one of the most-watched stocks for the week when the company reports third-quarter financial results after market close Wednesday. Here are the earnings estimates, a look at what analysts are saying and key items to watch. Earnings...
-
ServiceNow Suffers No 'Material Signs' Of Strain: Analysts
Thursday, April 24, 2025 - 11:45am | 403Shares of ServiceNow Inc (NYSE:NOW) climbed after the company Wednesday reported upbeat first-quarter results. Here are some key analyst takeaways. JPMorgan analyst Mark Murphy reaffirmed an Overweight rating, while raising the price target from $970 to $1,020. Goldman Sachs analyst Kash Rangan...
-
Microsoft Stock 'One Of The Most Compelling Investment Opportunities': Analyst Highlights AI Spending, ROI Balance
Monday, March 24, 2025 - 11:07am | 426An analyst named Microsoft Corporation (NASDAQ:MSFT) one of the best investment opportunities in the technology sector thanks to its investments in the AI sector. The Microsoft Analyst: Goldman Sachs analyst Kash Rangan reiterated a Buy rating on Microsoft with a $500 price target. Read Also:...
-
Adobe Analysts Highlight AI Growth, Demand Trends: 'Could Mark An Inflection' In Investor Perception
Thursday, March 13, 2025 - 11:18am | 484Adobe Inc (NASDAQ:ADBE) analysts highlight the company's AI opportunities and future growth after the company beat revenue and earnings per share estimates in the first quarter. The Adobe Analysts: Goldman Sachs analyst Kash Rangan reiterated a Buy rating on Adobe with a $640 price target. JPMorgan...
-
Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts
Tuesday, March 11, 2025 - 12:50pm | 1223Oracle Corp (NYSE:ORCL) shares are down on Tuesday, after the company reported downbeat fiscal third-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. Cantor Fitzgerald On Oracle Analyst Thomas Blakey maintained an Overweight rating while...
-
Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Thursday, January 30, 2025 - 4:11pm | 1122Microsoft Corporation (NASDAQ:MSFT) analysts balance the positives and negatives of Azure’s weakness and strength in AI from the company’s quarterly financial results. The Microsoft Analysts: Morgan Stanley analyst Keith Weiss maintained an Overweight rating on Microsoft and lowered...
-
ServiceTitan Stock Tanks Despite Strong Q3, Analysts Highlight 'Durable Growth Trajectory'
Tuesday, January 14, 2025 - 12:06pm | 722Shares of ServiceTitan Inc (NASDAQ:TTAN) have been on a downturn since the company’s initial public offering last month. The cloud-based software company pre-released its third-quarter results. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan reiterated a Neutral rating...
-
Adobe Analysts Split After Strong Q4, Weak 2025 Guidance
Thursday, December 12, 2024 - 12:17pm | 1093Shares of Adobe Inc (NASDAQ:ADBE) tanked in early trading on Thursday, despite the company reporting upbeat fiscal fourth-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Adobe Analyst Brent Bracelin reiterated...