Keith Weiss

Microsoft Corporation (NASDAQ: MSFT) shares traded higher by 7.2% on Wednesday after the company reported an across-the-board earnings beat and demonstrated impressive sales momentum. On Tuesday, Microsoft reported fiscal third-quarter adjusted EPS of $2.22 on revenue of $49.36 billion. Both...

Snowflake Inc (NYSE: SNOW) shares traded lower by 17% on Thursday after the company reported slowing revenue growth in the fourth quarter. On Wednesday afternoon, Snowflake reported an adjusted fourth-quarter EPS loss of 43 cents, missing consensus analyst estimates of a 2-cent profit. Revenue for...

Microsoft Corporation (NASDAQ: MSFT) reported stellar quarterly results last month thanks to strong cloud momentum. The shares rallied over 9% in the days following the earnings announcement. A Morgan Stanley analyst is of the view the stock remains a "strong buy" at current...

Microsoft Corporation (NASDAQ: MSFT) announced Tuesday its biggest-ever acquisition by agreeing to buy Activision Blizzard, Inc. (NASDAQ: ATVI) for $68.7 billion. Microsoft analysts are saying the deal is a huge positive for the software giant.  The Microsoft Analysts: Credit Suisse analyst...

Salesforce.com, inc. (NYSE: CRM) shares fell Wednesday after the company missed expectations with its fourth-quarter guidance. Salesforce reported third-quarter adjusted EPS of $1.27 on revenue of $6.86 billion. Both numbers exceeded consensus analyst estimates of 92 cents and $6.8 billion,...

Software giant Microsoft Corporation (NASDAQ: MSFT) customarily announces a dividend hike by the middle of September. An analyst at Morgan Stanley is expecting a 10%-plus dividend increase this time around, bringing the dividend yield to about 0.8%. Why Morgan Stanley Says 10% Hike A Safe Bet...

Palantir Technologies Inc. (NYSE: PLTR) reported better-than-expected second-quarter revenue and in-line bottom-line results Thursday. The company also issued upbeat guidance for the third quarter. The Palantir Analysts: RBC Capital Markets analyst Rishi Jaluria assumed coverage of Palantir...

Strong cloud growth and the surprising strength of the Office 365 segment of Microsoft were big topics covered by analysts in updated notes after the company reported fourth-quarter earnings. The Microsoft Analysts: Morgan Stanley analyst Keith Weiss had an Overweight rating on Microsoft...

Shares of Salesforce.com, inc. (NASDAQ: CRM) jumped 5.43% on Friday after the company reported accelerating growth in the first quarter and issued impressive full-year guidance. On Thursday afternoon, Salesforce reported first-quarter EPS of $1.21 on revenue of $5.96 billion. Both numbers...

Salesforce.com, inc. (NYSE: CRM) is well-positioned to benefit from accelerating digital transformation demand, while the management’s more constructive margin commentary and the recent stock sell-off make the risk-reward significantly more favorable, according to Morgan Stanley. The...

UiPath Inc (NYSE: PATH) shares are up more than 20% since the company priced its April IPO at $56. UiPath automates repetitive workplace processes. The company reported $607.6 million in revenue in the last fiscal year, up 81% year-over-year. At the same time, UiPath’s net loss narrowed from...

Experience management software provider Qualtrics International Inc (NASDAQ: XM) debuted Jan. 28 on Wall Street. With the company's IPO quiet period expiring, sell-side analysts started coverage of the stock, and most are staying on the sidelines. The Qualtrics Analysts: BofA Securities...

Palantir Technologies Inc (NYSE: PLTR) shares lost 12.75% Tuesday in reaction to mixed fourth-quarter results. Here's what the Street has to say.  The Palantir Analysts: Goldman Sachs analyst Christopher Merwin upgraded Palantir from Neutral to Buy and increased the price...

Trello's parent company Atlassian Corporation PLC (NASDAQ: TEAM) reported Thursday afternoon with fiscal-second quarter results that came in better than expected, as the company has continued to add new customers during the COVID-19 pandemic. Here's how some of the Street's...

Slack Technologies Inc (NYSE: WORK) has inked a definitive agreement to be acquired by customer relationship management behemoth Salesforce, Inc. (NYSE: CRM). The transaction is likely to receive the required stockholder and regulatory approvals, and another offer is unlikely to emerge, according...