Mark Murphy

Zoom Video Communications Inc (NASDAQ: ZM) shares were climbing in early trading on Tuesday, after the company reported higher-than-expected sales and earnings for the fiscal fourth quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release....

Twilio Inc (NYSE: TWLO) shares tanked in early trading on Thursday, even after the company reported upbeat results for its fourth quarter. The results, which included Twilio not releasing a full-year outlook, saying it would provide the forecast in March, were announced amid an...

Cloud communications company Twilio Inc (NYSE: TWLO) is scheduled to report its fourth-quarter results Feb. 17, with analysts, on average, forecasting more than 37% revenue growth and a loss of 8 cents per share. The Twilio Analyst: JPMorgan analyst Mark Murphy upgraded Twilio shares from...

JPMorgan added Dropbox (NASDAQ: DBX) to its Analyst Focus List Wednesday and recapped its September meetings with the cloud storage company's management. The Analyst Analyst Mark Murphy reiterated an Overweight on Dropbox with a $35 price target.  The Thesis Murphy isn’t convinced...

Despite being long-term positive on Red Hat Inc (NYSE: RHT), a JPMorgan analyst said Tuesday it's time to move to the sidelines. The Analyst Analyst Mark Murphy downgraded Red Hat from Overweight to Neutral and lowered the price target from $160 to $150. The Thesis Dual headwinds...

Hyperconverged infrastructure and software provider Nutanix Inc (NASDAQ: NTNX) is a clear beneficiary of the boom in the cloud computing industry, and JPMorgan is dropping its bearish stance ahead of the company's fourth-quarter print.  Analysts, on average, expect Nutanix...

Smartsheet Inc (NYSE: SMAR), a cloud-based collaboration platform that makes it easier for businesses to plan, track and automate work at scale, saw its shares trade on a public exchange in late April for the first time. Now that the quiet period has ended, some of the Street's top analysts are...

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...

Cloudera Inc (NYSE: CLDR), an enterprise-grade data analytics and machine learning platform provider, on Tuesday reported fourth quarter results, which sent shares plummeting by more than 40 percent. Despite the massive sell-off, some Wall Street analysts still recommend buying the stock. Shares of...

Nutanix Inc (NASDAQ: NTNX), a leader in hyperconverged infrastructure, is scheduled to release its fiscal first quarter results after the market close  Nov. 30. Analysts, on average, expect the company to report a loss of 26 cents per share for the Q1, narrower than the year-ago loss of 37...

Twilio Inc (NYSE: TWLO) shares are trading higher by 4.8 percent on Friday after the stock received a major vote of confidence from JPMorgan. Analyst Mark Murphy upgraded the stock to Outperform and laid out seven things about Twilio the market seems to be underappreciating: 1. After surging to...

JPMorgan said Oracle Corporation (NYSE: ORCL) is gradually moving past the trough of its transition to the cloud. However, the brokerage maintains its Neutral rating and $42 target price as the company is not “completely out of the woods” due to lower IaaS gross margins and EPS guidance...

Nutanix Inc (NASDAQ: NTNX), an enterprise cloud company that obviates the need of data center infrastructure for enterprises, reported Tuesday first-quarter pro forma non-GAAP net loss per share of $0.37, wider than the $0.27 in the year-ago period, though narrower than the loss of $0.44 per share...

JPMorgan is impressed with Nutanix Inc (NASDAQ: NTNX), which released its first quarterly earnings as a public company, with results beating expectations across all metrics and second-quarter guidance also topping consensus. Quarter In Review Among the key metrics, calculated billings came in $30...