-
Snowflake AI Push Gains Traction, JPMorgan Analyst Sees 'Potential'
Tuesday, June 17, 2025 - 10:46am | 356Snowflake Inc (NYSE:SNOW) has entered into a strategic partnership with Interpublic Group of Companies, Inc's (NYSE:IPG) Acxiom business to build and deliver an AI-powered marketing data infrastructure. Unique interactions through one-on-one conversations during Snowflake's annual conference...
-
Oracle Q4 Earnings Preview: Will Company Snap Two-Quarter Losing Streak? Market Expert Says Attention On 'Cloud Revenue Growth'
Tuesday, June 10, 2025 - 6:17pm | 924Technology giant Oracle Corporation (NYSE:ORCL) could highlight its AI-powered growth and provide an update on spending when the company reports fourth-quarter financial results Wednesday after market close. Here are the analyst estimates, what experts are saying ahead of the report and key items...
-
Salesforce Posts Q1 Beat As AI Crosses $1B, But How Concerned Should Investors Be About Margins?
Thursday, May 29, 2025 - 11:38am | 574Shares of Salesforce Inc (NYSE:CRM) tanked in early trading on Thursday, despite the company Wednesday reporting strong first-quarter results. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan reaffirmed a Buy rating, while lifting the price target from $340 to $385. Needham...
-
Microsoft Stock Rallies On Q3 Strength Of Azure: Analyst Says Company Is 'Sole AI Leader In Both Apps And Infrastructure'
Thursday, May 1, 2025 - 4:00pm | 907Microsoft Corporation (NASDAQ:MSFT) analysts highlight a strong showing by Azure as the key factor that powered the tech giant’s better-than-expected third-quarter performance. Microsoft Analysts: TD Cowen analyst Derrick Wood maintained a Buy rating on Microsoft and raised the price target...
-
ServiceNow Suffers No 'Material Signs' Of Strain: Analysts
Thursday, April 24, 2025 - 11:45am | 403Shares of ServiceNow Inc (NYSE:NOW) climbed after the company Wednesday reported upbeat first-quarter results. Here are some key analyst takeaways. JPMorgan analyst Mark Murphy reaffirmed an Overweight rating, while raising the price target from $970 to $1,020. Goldman Sachs analyst Kash Rangan...
-
JPMorgan Says Investors May Be 'Too Pessimistic' On ServiceNow Ahead Of Earnings
Wednesday, April 23, 2025 - 12:25pm | 298ServiceNow Inc (NYSE:NOW) gears up to report quarterly results, while investor concerns are focused on "uncertainty and volatility around the Department of Government Efficiency (DOGE), tariffs and government policy, and the state of the global economy," according to JPMorgan. The ServiceNow...
-
Adobe Analysts Highlight AI Growth, Demand Trends: 'Could Mark An Inflection' In Investor Perception
Thursday, March 13, 2025 - 11:18am | 484Adobe Inc (NASDAQ:ADBE) analysts highlight the company's AI opportunities and future growth after the company beat revenue and earnings per share estimates in the first quarter. The Adobe Analysts: Goldman Sachs analyst Kash Rangan reiterated a Buy rating on Adobe with a $640 price target. JPMorgan...
-
Salesforce's Shares Drop On Missed FY Guidance, Analyst Recommends Focus On Bookings
Thursday, February 27, 2025 - 2:49pm | 605Salesforce Inc (NYSE:CRM) shares tanked in early trading on Thursday, after the company reported its fourth-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. Needham On Salesforce Analyst Scott Berg reaffirmed a Buy rating and price target...
-
Snowflake Beats Q4 Estimates, Lifts Full-Year Outlook: Analysts See AI Boosting Growth
Thursday, February 27, 2025 - 12:37pm | 623Shares of Snowflake Inc (NYSE:SNOW) were climbing in early trading on Thursday, after the company reported upbeat fourth-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Snowflake Analyst Mark Murphy reiterated an Overweight...
-
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...
-
Adobe Analysts Split After Strong Q4, Weak 2025 Guidance
Thursday, December 12, 2024 - 12:17pm | 1093Shares of Adobe Inc (NASDAQ:ADBE) tanked in early trading on Thursday, despite the company reporting upbeat fiscal fourth-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Adobe Analyst Brent Bracelin reiterated...
-
UiPath 'Story Remains A Work In Progress': Analysts Want To See More After Q3 Results, 'Sustained Execution Remains Key'
Friday, December 6, 2024 - 1:11pm | 714UiPath Inc (NYSE:PATH) analysts stay mostly on the sidelines with concerns for the short-term after the company reported third-quarter financial results Thursday. The PATH Analysts: Oppenheimer analyst Brian Schwartz maintained a Perform rating on UiPath with no price target. RBC Capital Markets...
-
Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'
Wednesday, December 4, 2024 - 1:21pm | 1444Salesforce Inc (NYSE:CRM) shares were climbing in on Wednesday, despite the company reporting an earnings miss in the third quarter. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Stifel On Salesforce Analyst J. Parker Lane reiterated a Buy...
-
Zoom Video Analysts Say Guidance Points To Decelerating Growth After Q3 Beat
Tuesday, November 26, 2024 - 1:57pm | 463Zoom Video Communications Inc (NASDAQ:ZM) shares tanked in early trading on Tuesday, after the company reported upbeat third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Zoom Video Communications Analyst...
-
Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference
Tuesday, October 15, 2024 - 12:14pm | 1167Analysts see Adobe Inc (NASDAQ:ADBE) benefitting from new product announcements and a focus on GenAI value add-ons unveiled at the company’s MAX 2024 Creativity Conference this week. The Adobe Analysts: JMP Securities analyst Patrick Walravens maintained a Market Perform rating with no price...