Kash Rangan

Shares of Snowflake Inc (NYSE: SNOW) declined in early trading on Thursday, despite the company reporting better-than-expected results for its fiscal second quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Piper Sandler...

Technology giant Microsoft Corp (NASDAQ: MSFT) will report fourth quarter and full-year financial results after market close Tuesday. Here’s a look at the earnings estimates and what analysts are saying ahead of the report. Earnings Estimates: Consensus estimates from analysts see...

Shares of Oracle Corporation (NYSE: ORCL) climbed in early trading on Monday, after the company reported better-than-expected results for its fiscal fourth quarter. Goldman Sachs On Oracle Analyst Kash Rangan upgraded Oracle from Sell to Neutral, while raising the price target from $75 to $120. The...

The current tailwinds for Snowflake Inc (NYSE: SNOW) are likely to be secular trends that could drive growth for the foreseeable future, according to Goldman Sachs. The Snowflake Analyst: Kash Rangan upgraded the rating for Snowflake from Neutral to Buy, while raising the price target from $270 to...

Plenty of opportunity exists in the $1-trillion global cloud software market, but investors should be careful about how they approach the space, according to Goldman Sachs.  The Cloud Analyst: Kash Rangan initiated coverage of 12 cloud software stocks with the following ratings:...

Adobe Inc (NASDAQ: ADBE) reported strong third-quarter results Tuesday. Here's what five analysts had to say after the print.  The Adobe Analysts: BofA Securities analyst Kash Rangan reiterated a Buy rating on Adobe shares with a $570 price target.  BMO Capital Markets...

Oracle Corporation (NYSE: ORCL) reported better-than-expected first-quarter results and guided above consensus estimates for the second quarter. Here's what the Street has to say.  The Oracle Analysts: Stifel analyst Brad Reback maintained a Hold rating on Oracle and increased the...

Workday Inc (NASDAQ: WDAY) shares jumped 13% on Friday after the company reported a quarterly earnings beat and named a new co-CEO. Workday reported an adjusted EPS of 84 cents on $1.06 billion in revenue. Both numbers beat consensus analyst estimates of 66 cents and $1.04 billion, respectively....

Salesforce.com, inc. (NYSE: CRM) shares jumped 25% on Wednesday after the company reported blowout second-quarter earnings numbers and exceeded expectations with its full-year guidance. Salesforce reported second-quarter EPS of $1.44 on $5.15 billion in revenue. Both numbers exceeded consensus...

Microsoft Corporation (NASDAQ: MSFT) is in the spotlight after press reports suggest that Redmond could acquire social media platform TikTok’s operations in the U.S., Canada, New Zealand and Australia, according to BofA Securities. The Microsoft Analyst: Kash Rangan maintained a Buy rating on...

Microsoft Corporation (NASDAQ: MSFT) shares ticked lower on Thursday after the company reported 13% revenue growth in a difficult fiscal fourth quarter. Microsoft reported fourth-quarter adjusted EPS of $1.46 on revenue of $38 billion. Both numbers topped consensus analyst estimates of $1.34 and $...

Microsoft Corporation (NASDAQ: MSFT) is scheduled to report fourth-quarter earnings after the close on Wednesday.  Despite the negative impact of company layoffs on Microsoft’s on-premise server products and Office 365 seats, recent partner conversations remain bullish for the company...