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Mizuho Upgrades JD.com, Sees Significant Pharmacy E-Commerce Opportunity
Wednesday, May 13, 2020 - 3:42pm | 377JD.Com Inc (NASDAQ: JD) shares were trading higher Wednesday after Mizuho Securities upgraded the company's stock due to "significant opportunities in online sales" as more people turn to retail pharmacy. The JD.com Analyst James Lee upgraded JD.com from Neutral to Buy and...
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3 Reasons To Buy Twitter Stock
Monday, February 10, 2020 - 4:05pm | 479Whether you’re going on Twitter Inc (NASDAQ: TWTR) searching for the latest tweets from Donald Trump or memes from Elon Musk, it’s clear that the platform plays an important role in connecting the world. If you’re on the fence about investing in the company, here are three reasons...
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Twitter's Q4 Did Little To Sway These Analysts
Friday, February 7, 2020 - 12:37pm | 978Apart from a bottom-line decline, Twitter Inc (NYSE: TWTR) beat most other expectations for its fourth-quarter earnings. Management recorded a 21% increase in global monetizable daily active usage (mDAU) — representing a fourth consecutive quarter of acceleration — and 29% rise in ad...
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Uber's End To 'Rock Star-Like Spending,' Aim For Quicker Profitability
Friday, February 7, 2020 - 10:54am | 816A big step toward profitability at Uber Technologies Inc (NYSE: UBER) and a stated interest at the company in ramping toward making money more quickly boosted the ride-hailing company's credibility on Wall Street, prompting sell-side analysts to boost price expectations on the stock. Analysts...
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Mizuho Upgrades PG&E, Expects Bankruptcy Deal By June Deadline
Tuesday, January 28, 2020 - 12:58pm | 458PG&E Corporation (NYSE: PCG) shares bounced more than 4% on Tuesday after the stock landed a big Wall Street upgrade. The Analyst Mizuho analyst Paul Fremont upgraded PG&E from Neutral to Buy and raised his price target from $21 to $22. The Thesis At this point in PG&E’s...
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Mizuho Likes LivePerson's Successful Transition To Modern Platform
Friday, January 10, 2020 - 3:56pm | 255Following its successful transition to the LiveEngage platform, LivePerson, Inc. (NASDAQ: LPSN) seems well-positioned to generate accelerating growth, with margin expansion, according to Mizuho. The Analyst Mizuho’s Siti Panigrahi initiated coverage of LivePerson with a Buy rating and a price...
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Mizuho Starts HubSpot Coverage With Bullish Rating, Spots 'Buying Opportunity'
Friday, January 10, 2020 - 2:04pm | 289HubSpot Inc (NYSE: HUBS) seems well-positioned to gain share in a large target market and generate sustainable growth, according to Mizuho. The Analyst Mizuho’s Siti Panigrahi initiated coverage of HubSpot with a Buy rating and a price target of $205. The Thesis HubSpot is poised to benefit...
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Mizuho Says Shopify Has Attractive Fulfillment Opportunity, Investments Could Weigh On Margins
Friday, January 10, 2020 - 1:58pm | 287Shopify Inc (NYSE: SHOP) launched Fulfillment in June last year. Although the new Fulfillment solution offers attractive cross-sell opportunities, the planned investment would exert pressure on the company’s margins for the next several years, according to Mizuho. The Analyst Mizuho’s...
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5G Adoption Bodes Well For Qorvo, Skyworks, Mizuho Says In Upgrade
Friday, January 10, 2020 - 11:26am | 443Apple Inc. (NASDAQ: AAPL) suppliers Skyworks Solutions Inc (NASDAQ: SWKS) and Qorvo Inc (NASDAQ: QRVO) have been getting a lot of love from Wall Street of late, primarily on the improving RF outlook. The Analyst Mizuho's Vijay Rakesh upgraded both Qorvo and Skyworks from Neutral to...
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Wall Street Weighs In On Workday's Q3 Earnings
Wednesday, December 4, 2019 - 5:26pm | 658Workday Inc (NASDAQ: WDAY) shares dropped 4.8% on Wednesday after the company reported third-quarter earnings and revenue beats and raised its full-year subscription revenue guidance. Workday reported $798.5 million in total revenue, up 28% from a year ago and slightly ahead of consensus analyst...
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Wall Street Is As Bullish As Ever On Salesforce
Wednesday, December 4, 2019 - 11:16am | 676Salesforce.com, Inc. (NYSE: CRM) shares dipped 3.5% after the company reported third-quarter revenue and earnings ahead of consensus analyst expectations on Tuesday. Revenue performance obligation (RPO) growth guidance of 21% for the fourth quarter came up short of consensus expectations of 23%....
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Analyst: Microsoft Teams Service With 20M DAUs Is 'Clearly A Negative' For Slack Investors
Wednesday, November 20, 2019 - 1:15pm | 446A blog post this week by Microsoft Corporation (NASDAQ: MSFT) revealed its Microsoft Teams service now has more than 20 million users. One analyst said the success of Teams is bad news for competitor Slack Technologies Inc (NYSE: WORK). The Analyst Mizuho analyst Gregg Moskowitz reiterated his Buy...
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What Mark Parker's Departure And John Donahoe's Arrival Means For Nike, ServiceNow
Wednesday, October 23, 2019 - 2:45pm | 753The footwear industry is undergoing a massive executive shakeup. It began Monday when Adidas AG (ADR) (OTC: ADDYY) CMO Eric Liedtke announced he was stepping down. Liedtke was largely responsible for Adidas’ resurgence in North America and was presumably the company’s next pick for CEO...
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Applied Materials Has Large Option Traders' Attention
Monday, October 21, 2019 - 3:41pm | 630Applied Materials, Inc. (NASDAQ: AMAT) is up 60% year to date amid a broad downturn in the semiconductor industry. With semiconductor earnings season just around the corner, Applied Materials has caught the eye of some large option traders this week. The Trades On Monday, Benzinga Pro subscribers...
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More Work To Do: Workday Plummets After Analyst Event
Wednesday, October 16, 2019 - 1:14pm | 604Workday Inc (NASDAQ: WDAY) shares dropped 12.8% on Wednesday after the company held its analyst day event this week. Wall Street analysts came away from the event concerned about Workday’s ability to monetize its latest products and meet consensus earnings and revenue targets in the near term...