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MongoDB Posts Strong Q3 But Stock Falls: 'Solid Execution In Still A Choppy Macro,' Says Analyst
Tuesday, December 10, 2024 - 3:05pm | 1148MongoDB Inc (NASDAQ:MDB) shares are down on Tuesday, despite the company reporting upbeat third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On MongoDB Analyst Kash Rangan maintained a Buy rating while raising...
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Zoom Video Analysts Say Guidance Points To Decelerating Growth After Q3 Beat
Tuesday, November 26, 2024 - 1:57pm | 463Zoom Video Communications Inc (NASDAQ:ZM) shares tanked in early trading on Tuesday, after the company reported upbeat third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Zoom Video Communications Analyst...
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Intuit Posts Q1 Beat, Shares Tank On Disappointing Outlook: Analyst Says: 'Trends Beneath The Surface Were Mixed'
Friday, November 22, 2024 - 12:49pm | 1009Intuit Inc (NASDAQ:INTU) shares tanked in early trading on Friday, even after the company reported upbeat fiscal first-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan maintained a Buy rating...
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Microsoft 'One Of The Most Compelling Investment Opportunities,' Says Goldman Sachs
Wednesday, November 20, 2024 - 2:27pm | 651Microsoft Corp. (NASDAQ:MSFT) remains a top pick for Goldman Sachs, which sees significant upside in the company's stock. In a client note released Wednesday, equity analyst Kash Rangan described Microsoft as "one of the most compelling investment opportunities" in the tech space, citing its robust...
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Microsoft 'In Major Growth Mode,' Not Slowing Down: 4 Analysts See Strong Azure Demand, AI Monetization Efforts
Thursday, October 31, 2024 - 12:13pm | 667Microsoft Corporation (NASDAQ:MSFT) analysts saw potential short-term setbacks with capacity constraints and weaker guidance than expected but were also looking at an exciting path for AI monetization ahead after first-quarter financial results. The Microsoft Analysts: Bank of America analyst Brad...
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Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference
Tuesday, October 15, 2024 - 12:14pm | 1167Analysts see Adobe Inc (NASDAQ:ADBE) benefitting from new product announcements and a focus on GenAI value add-ons unveiled at the company’s MAX 2024 Creativity Conference this week. The Adobe Analysts: JMP Securities analyst Patrick Walravens maintained a Market Perform rating with no price...
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Azure Will Reaccelerate Amid AI Ramp Up, Analyst Says: Microsoft 'One Of The Most Compelling Investment Opportunities'
Thursday, October 10, 2024 - 1:38pm | 453A Goldman Sachs analyst says that Microsoft Corp (NASDAQ:MSFT) will soon reap the benefits of its investment into Azure and artificial intelligence. The Microsoft Analyst: In a note published Thursday, Goldman Sachs analyst Kash Rangan reiterated his Buy rating for Microsoft, lowering its...
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Adobe Stock Tanks On Disappointing Q4 Guidance: Why These Analysts Say Reaction Was 'Overblown'
Friday, September 13, 2024 - 10:39am | 1096Shares of Adobe Inc (NASDAQ:ADBE) tanked in early trading on Friday, even after the company reported upbeat fiscal third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. RBC Capital Markets analyst Matthew Swanson maintained...
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Salesforce Beats Q2 Earnings, 6 Analysts Raise Forecasts For This 'Under-Appreciated AI Winner'
Thursday, August 29, 2024 - 10:42am | 1099Shares of Salesforce Inc (NYSE:CRM) climbed in early trading on Thursday before sliding on the heels of an upbeat second-quarter financial report. Here are some key analyst takeaways. Check out other analyst stock ratings. Goldman Sachs analyst Kash Rangan maintained a Buy rating, while lifting the...
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Workday Stock Soars As Analysts Call Q2 A 'Turning Point'
Friday, August 23, 2024 - 11:16am | 547Shares of Workday Inc (NASDAQ:WDAY) climbed in early trading on Friday, after the company reported upbeat quarterly sales on Thursday. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Workday Analyst Brad Sills reiterated a...
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Snowflake Investors 'Further Confused' After Q2 Earnings: One Analyst Says They Know Why
Thursday, August 22, 2024 - 12:05pm | 624Shares of Snowflake Inc (NYSE:SNOW) tanked in early trading on Thursday, after the company reported weak quarterly sales. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Snowflake Analyst Mark Murphy reiterated an Overweight rating...
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Microsoft Stock Slide From Azure Weakness Brushed Off By Analysts: 'Azure Has Solid Pipeline, AI Has Long Runaway Ahead'
Wednesday, July 31, 2024 - 1:08pm | 1303The performance of Microsoft Corporation's (NASDAQ:MSFT) Azure cloud segment and future artificial intelligence initiatives are keys to the stock for analysts after fourth-quarter financial results. While Azure and AI got the headlines, one analyst was surprised by the lack of color on the impact...
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Oracle Rides Strong On The AI Wave, Despite Q4 Revenue Miss: 8 Analysts' Insights
Wednesday, June 12, 2024 - 1:11pm | 1013Oracle Corp (NYSE:ORCL) shares were climbing on Wednesday after the company reported its quarterly results. The results came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Oracle Analyst Brent Bracelin maintained an Overweight rating, while raising the price...
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Datadog Has A 'Clear Vision On AI,' Says Bullish Analyst
Monday, June 10, 2024 - 11:55am | 291Datadog Inc (NASDAQ:DDOG) shares were climbing in early trading on Monday, just a couple of weeks after the company received an upgrade from BofA Securities analyst Koji Ikeda. The latest investor meeting reaffirmed the company's strong AI position, which complements its long-term growth potential...
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Why Did Snowflake Cut Margin Outlook After A Solid Q1? 11 Analysts Dive Deeper
Thursday, May 23, 2024 - 2:35pm | 1356Shares of Snowflake Inc (NYSE:SNOW) tanked in early trading on Thursday, after the company reported results for its first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. RBC Capital Markets analyst Matthew Hedberg reiterated an Outperform rating,...