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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...
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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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Oracle Q4 Earnings Preview: Analyst Estimates, Key Items To Watch Including Cloud Infrastructure Momentum, AI Partnerships
Monday, June 10, 2024 - 1:22pm | 671Software company Oracle Corporation (NYSE:ORCL) is set to report fourth-quarter financial results after the market close on Tuesday, June 11, 2024. Here is a look at the earnings estimates and key items to watch. Earnings Estimates: Analysts expect Oracle to report fourth-quarter revenue of $14.59...
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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,...
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Microsoft Q3 Shines Light On 'AI Innovation Cycle': Analysts See 'Plenty Of Runway For Growth'
Friday, April 26, 2024 - 12:29pm | 1408Technology giant Microsoft Corporation (NASDAQ:MSFT) reported third-quarter financial results that saw revenue and earnings per share beat estimates from analysts. Analysts are praising the company's growth of artificial intelligence platforms. The MSFT Analysts: Oppenheimer analyst Timothy Horan...
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Snowflake's Solid Q3 Driven By Strongest Consumption Activity In 2 Years: 9 Of 10 Analysts Raise Their Price Targets
Thursday, November 30, 2023 - 1:37pm | 1331Snowflake Inc (NYSE: SNOW) shares were climbing in early trading on Thursday after the company reported upbeat third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Oppenheimer On Snowflake Analyst Ittai Kidron...
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Microsoft 'Knocked It Out Of The Park': 7 Analysts Dive Deeper Into FQ1 Results
Wednesday, October 25, 2023 - 12:24pm | 885Shares of Microsoft Corp (NASDAQ: MSFT) climbed in early trading on Wednesday, after the company reported upbeat fiscal first-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Bernstein On Microsoft Analyst Mark...
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Morgan Stanley Boosts Palantir Stake By 50% In Q2, Then Slaps It with A 'Sell' Tag — And Social Media Is Obviously Outraged
Friday, September 1, 2023 - 5:00am | 416Palantir Technologies, Inc.'s (NYSE:PLTR) shares shed over 8% Thursday after Morgan Stanley analyst Keith Weiss downgraded the stock to Underweight, which equates to a sell recommendation. What Happened: Palantir investors did not take kindly to the downgraded opinion from Morgan Stanley and...
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Palantir's AI Euphoria May Fade Due To Lack Of Monetization Strategy: Analyst
Thursday, August 31, 2023 - 10:05am | 447Palantir Technologies, Inc. (NYSE:PLTR), which is touted as an "AI stalwart" by some on the sell side, snagged a downgrade on Thursday. The Palantir Analyst: Morgan Stanley analyst Keith Weiss downgraded Palantir from Equal-Weight to Underweight, while upping the price target from $8 to $9. The...
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Why Palantir Stock Is Sliding Over 3% Premarket Today
Thursday, August 31, 2023 - 7:31am | 241Palantir Technologies, Inc. (NYSE:PLTR) shares were pulling back in premarket trading on Thursday following a negative analyst action. Morgan Stanley analyst Keith Weiss downgraded Palantir from Equal-Weight to Underweight, citing unfavorable risk-reward, StreetInsider reported. The analyst also...
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Workday Shines Through Industry 'Storm Clouds': What 6 Analysts Think Of Q2 Print
Friday, August 25, 2023 - 2:03pm | 715Shares of Workday Inc (NASDAQ: WDAY) rose in early trading on Friday, after the company reported its fiscal second-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Needham On Workday: Analyst Scott Berg maintained a...
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Snowflake Takes Beating Despite Strong Results: 5 Analyst Deep Dives On Q2 Print
Thursday, August 24, 2023 - 10:43am | 602Shares 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...
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Atlassian Performs Despite Macro Headwinds: 4 Analysts On Q4 Print, Outlook
Friday, August 4, 2023 - 10:55am | 465Shares of Atlassian Corp (NASDAQ: TEAM) surged in early trading on Friday, after the company reported upbeat results for its fiscal fourth quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Mizuho Securities analyst Michael...
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Why Are Adobe Shares Trading Higher? Morgan Stanley Likes Firefly
Monday, July 31, 2023 - 11:19am | 370Shares of Adobe Inc (NASDAQ:ADBE) are trading more than 3% higher Monday after Morgan Stanley (NYSE:MS) upgraded the stock. Here's what investors need to know. The ADBE Analyst: Keith Weiss upgraded Adobe from Equal-Weight to Overweight, and raised the price target from $510 to $660. The ADBE...
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Why Is Salesforce Trading Lower? Uncertainty Over Generative AI Impact Has Something To Do With It
Monday, July 31, 2023 - 10:27am | 386Shares of Salesforce Inc (NYSE:CRM) dipped on Monday after Morgan Stanley downgraded the stock. Here's what investors need to know. The CRM Analyst: Keith Weiss downgraded shares of Salesforce from Overweight to Equal Weight, and set a $278 price target on the stock. The CRM Takeaways: The Morgan...