Mark Moerdler

Shares 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...

Shares of Salesforce Inc (NYSE: CRM) were rallying Thursday morning after the company reported a fourth-quarter beat. Here's what the Street has to say.  JMP Securities On Salesforce Analyst Patrick Walravens reiterated a Market Outperform rating and price target of $250....

Adobe Systems Incorporated (NASDAQ: ADBE)'s fiscal second-quarter print came in better than expected Thursday afternoon. Here's how the sell side reacted. The Analysts Pivotal Research Group's Brian Wieser maintained Adobe at Hold with a price target lifted from $...

Splunk Inc (NASDAQ: SPLK) reported Thursday with a first-quarter non-GAAP loss per share of 7 cents on revenue of $311.6 million, up 37 percent year-over-year. The results exceeded consensus expectations, which called for a loss of 9 cents on revenue of $297.67 million. The revenue guidance...

Bernstein's bearish case against salesforce.com, inc. (NYSE: CRM) no longer applies as the company "created a path" to achieve the necessary growth rate. The Analyst Bernstein's Mark Moerdler upgraded Salesforce from Underperform to Market Perform with a price target lifted...

Microsoft Corporation (NASDAQ: MSFT)'s third-quarter report Thursday sent shares to an all-time high of $97.90. Are sell-side analysts still recommending investors buy the stock at this price?  The Analysts Bernstein's Mark Moerdler maintains an Outperform rating on...

Shares of Microsoft Corporation (NASDAQ: MSFT) were trading lower by around 0.50 percent Friday afternoon after the company reported its fiscal fourth-quarter results. Here is a roundup of what some of Wall Street's top analysts are saying after the print. Wells Fargo: Strong Execution Microsoft...

For many of today’s tech investors, it’s all about growth. While it may not be able to compete with the likes of Amazon.com, Inc. (NASDAQ: AMZN) or Netflix, Inc. (NASDAQ: NFLX) in terms of growth, Microsoft Corporation (NASDAQ: MSFT) does one thing better than most of the rest of the...

Bernstein remains Outperform-rated on Adobe Systems Incorporated (NASDAQ: ADBE) following the company’s better-than-expected fourth-quarter results, driven by strong revenues in digital media and digital marketing. However, Forex headwinds led the company to offer a conservative outlook for...

Bernstein maintains its Outperform rating on Oracle Corporation (NYSE: ORCL) ahead of its second-quarter results, scheduled for December 15. Analyst's Take Analyst Mark Moerdler expects Oracle's cloud revenue to more than offset the decline in new license sales and forex headwind. “[I]...

Bernstein has two concerns regarding salesforce.com, inc. (NYSE: CRM) ahead of the company’s earnings announcement on November 17. The firm retains its Underperform rating and price objective of $60, implying downside risks of more than 15 percent from current levels. Risks Ahead Of Q3...

Bernstein's Mark Moerdler downgraded Marketo Inc (NASDAQ: MKTO) to Market Perform with a price target of $37.00. The rating change came after Marketo agreed to be acquired by Vista Equity Partners for $35.25 per share in cash. "The deal is forecasted to close in the 3rd quarter," said Moerdler. The...

Shares of salesforce.com, inc. (NYSE: CRM) spiked higher by more than 6 percent on Thursday. Salesforce's stock hit a new all-time high of $82.90 on Thursday. Investors and traders bought the stock following a better-than-expected Q3 and encouraging outlook, but are Wall Street...

The following represents a hand-picked selection of notable research curated by an analyst known in some circles as "The Sith Overlord Of The Street." Morgan Stanley: Upgrading Google To Overweight Brian Nowak of Morgan Stanley upgraded shares of Google Inc (NASDAQ: GOOG) (NASDAQ:...