Keith Weiss

Shares of cloud security software companies Zscaler Inc (NASDAQ: ZS) and Crowdstrike Holdings Inc (NASDAQ: CRWD) are at record highs following the release of quarterly results. Both companies reported forecast-beating results and issued upbeat guidance for the calendar-year fourth quarter and the...

Shares of salesforce.com, inc. (NYSE: CRM) were trading lower Wednesday after the company reported earnings and revenue beats in the third quarter but fell short of expectations for its fourth-quarter guidance. Salesforce also announced its intention to acquire Slack Technologies Inc (NASDAQ:...

After being called out by short seller Citron last week as a "full casino," Palantir Technologies Inc (NYSE: PLTR) is facing further negative headlines. The Palantir Analyst: Morgan Stanley analyst Keith Weiss downgraded Palantir from Equal-weight to Underweight and lifted...

TurboTax and QuickBooks parent company Intuit Inc. (NASDAQ: INTU) reported fiscal first-quarter results highlighted by a 14% revenue growth. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts RBC Capital Markets analyst Alex Zukin maintains an...

With the IPO quiet period on Palantir Technologies Inc (NYSE: PLTR) expiring, sell-side initiations of the stock are underway. The Palantir Analysts: Morgan Stanley analyst Keith Weiss initiated coverage of Palantir with an Overweight rating and $13 price target. Credit Suisse analyst...

A CIO survey indicates that Slack Technologies Inc (NYSE: WORK) has a weakening position in an intensifying competitive landscape, with Microsoft Corporation’s (NASDAQ: MSFT) Teams and Zoom Video Communications Inc (NASDAQ: ZM) gaining share, according to Morgan Stanley. The Slack...

Morgan Stanley analysts turned bullish on Intuit Inc. (NASDAQ: INTU) and Docusign Inc (NASDAQ: DOCU) Monday, noting that both companies are trading at reasonable valuations given an impressive growth profile ahead. The Intuit, DocuSign Analysts: Keith Weiss upgraded Intuit from Equal-weight to...

Although Shopify Inc (NYSE: SHOP) has an impressive, expansive vision and has exhibited strong execution to date, the stock is already pricing in its bright prospects, according to Morgan Stanley. The Shopify Analyst: Keith Weiss initiated coverage of Shopify with an Equal-Weight rating and $...

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...

Cloud security company Zscaler, Inc. (NASDAQ: ZS) reported Wednesday afternoon with fourth-quarter results that were highlighted by 55% year-over-year billings growth. Not all Street analysts are declaring the stock a longer-term winner. The Zscaler Analysts: Wedbush analyst Daniel Ives...

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 a top pick in the software sector due to near-term demand drivers and exposure to most long-term key secular trends, according to Morgan Stanley. The comapny is scheduled to report fourth-quarter results July 22.  The Microsoft Analyst: Keith...

Oracle Corporation (NYSE: ORCL) shares were trading lower Wednesday after the company reported a larger-than-expected revenue decline in the fiscal fourth quarter but issued current-quarter guidance that exceeded expectations. Oracle reported fourth-quarter adjusted earnings per share of $1.20,...