Mark Murphy

JPMorgan said in a research note on Monday that the market is undervaluing salesforce.com, inc. (NYSE: CRM), which it terms as the most valuable cloud asset. Analyst Mark Murphy said conversations with more than a dozen industry contacts reinforce his confidence in the favorable long-term outlook...

JPMorgan reinstated coverage of VMware, Inc. (NYSE: VMW) with an Overweight rating and $90 price target on uptick in practice growth rates and strong customer adoption of vSAN, NSX and potentially VxRail. Prior to restriction, JPMorgan has a Neutral rating and December 2015 price target of $88 on...

JPMorgan reiterated its Neutral rating on Microsoft Corporation (NASDAQ: MSFT), as its recent partner survey showed the Windows software maker's continued strong momentum in the cloud portfolio. Recent Data "39 percent of the survey respondents believe that the pace of transactional business...

The underperformance in Oracle Corporation (NYSE: ORCL) shares is likely to subside amid easy comps, JPMorgan's Mark Murphy said while upgrading the stock to Neutral from Underweight. Oracle shares have underperformed the S&P 500 by 1,320 basis points in the last 18 months (-11.1 percent total...

JPMorgan's Mark Murphy downgraded Box Inc (NYSE: BOX) to Neutral from Overweight and a price target of $14.00 from $18.00. The downgrade came after the company reported weak earnings Wednesday. Due to missing estimates, Murphy said it was likely the stock doesn't move in upwards or...

2016 has been witness to record M&A activity among publicly traded SaaS companies. JP Morgan analyst Mark Murphy pointed to six acquisitions of public SaaS companies in the year thus far, versus only three for the full year of 2015, two in 2014, two in 2013 and five in 2012. The companies...

On Tuesday, JPMorgan issued a company note on Workday Inc (NYSE: WDAY) after the company reported fourth-quarter earnings that beat expectations, but provided weak revenue guidance for the first quarter of 2016. Analysts at JPMorgan upgraded Workday from Neutral to Overweight and reaffirmed their $...

Microsoft Corporation (NASDAQ: MSFT) shares are up 5.4 percent in Friday’s session after a Q4 earnings report that certainly pleased the market. Was the report good enough to change Wall Street’s mind? Here’s what five top firms have to say. Raymond James Analyst Michael Turits...

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." Bank Of America: Downgrading Vishay To Underperform Ruplu Bhattacharya of Bank of America downgraded shares of Vishay Intertechnology (NYSE: VSH)...

salesforce.com, inc. (NYSE: CRM) could fetch $100 a share if a bidding war broke out, an analyst said Wednesday. J.P. Morgan's Mark R. Murphy said he had "no conclusive evidence" regarding speculation about an offer for the customer service technology company. But Murphy said $100...