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Apple Stock Too Pricey? Analyst Warns Of Rising Competition, Tariff Risks, Favors 2 Tech Giants
Wednesday, June 4, 2025 - 11:33am | 792An Apple Inc. (NASDAQ:AAPL) analyst is moving to the sidelines with a downgrade on the stock, which has multiple headwinds, including competition, valuation, and earnings at risk from tariffs. The Apple Analyst: Needham analyst Laura Martin downgrades Apple stock from Buy to Hold and withdraws a...
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CrowdStrike's Outlook, Buyback Plan Impress, But Some Analysts Say Valuation Limits Upside
Wednesday, June 4, 2025 - 11:12am | 1078Shares of CrowdStrike Holdings Inc. (NASDAQ:CRWD) were trading lower on Wednesday after the company reported disappointing quarterly results on Tuesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On CrowdStrike Analyst Tal Liani...
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Zscaler Stock Jumps On Q3 Report: 'Another Strong Quarter,' Company Did Not Experience Any 'Noticeable Impact' From Tariffs
Friday, May 30, 2025 - 12:45pm | 1475Zscaler Inc (NASDAQ:ZS) shares rallied in early trading on Friday, after the company on Thursday reported upbeat results for its fiscal third quarter. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Zscaler Analyst Rob Owens downgraded...
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Nvidia Stock Has 'Significant Upside' As AI 'Godfather' Jensen Huang Delivers Another 'Robust Quarter'
Thursday, May 29, 2025 - 11:48am | 978NVIDIA Corporation (NASDAQ:NVDA) analysts break down the impact of China export restrictions and what it means for the tech giant after the company reported first-quarter financial results and shared the lost revenue opportunity for China. The NVDA Analysts: Rosenblatt analyst Kevin Cassidy...
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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...
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Okta Posts Q1 Beat, Outlook Hit By Heightened Macro Uncertainty, Analysts Revise Price Target
Wednesday, May 28, 2025 - 12:25pm | 1386Shares of Okta Inc (NASDAQ:OKTA) tanked in early trading on Wednesday despite the company’s upbeat quarterly results on Tuesday. Here are some key analyst takeaways. Guggenheim Securities On Okta Analyst John DiFucci reiterated a Buy rating while reducing the price target from $140 to $138....
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Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target
Friday, May 23, 2025 - 12:42pm | 1359Workday Inc (NASDAQ:WDAY) tanked after the company on Thursday reported its fiscal first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Workday Analyst Jason Celino reiterated an Overweight rating, while...
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Snowflake Pops After Solid Quarter: Analysts See Strength In AI, New Workloads
Thursday, May 22, 2025 - 1:11pm | 1016Shares of Snowflake Inc (NYSE:SNOW) rallied after the company Wednesday reported its first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Snowflake Analyst Brent Bracelin reiterated an Overweight rating, while raising...
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Workday Analysts Expects Q1 Revenue, Earnings Upside
Wednesday, May 21, 2025 - 12:51pm | 296Workday Inc (NASDAQ:WDAY) is gearing up to report its fiscal first-quarter results on Thursday, May 22. The company is likely to report a revenue and earnings beat, while "some late quarter deal slippage" may result in lower cRPO (current remaining performance obligation) upside than posted in the...
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CoreWeave Surges As Microsoft, OpenAI Deals Fuel Revenue Spike, Wall Street Boost
Friday, May 16, 2025 - 3:40pm | 812Wall Street analysts raised their price targets on CoreWeave Inc (NASDAQ:CRWV). JPMorgan analyst Mark Murphy maintained CoreWeave with an Overweight and raised the price target from $43 to $66 on Thursday. Needham analyst Mike Cikos reiterated CoreWeave with a Buy and raised the price target from $...
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Applied Materials Posts Mixed Q2: Weaker Demand Expected Due To Tariff Dynamics, Analysts Cut Price Target
Friday, May 16, 2025 - 11:04am | 739Applied Materials Inc (NASDAQ:AMAT) shares are down in early trading on Friday, after the company reported on Thursday its fiscal second-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Applied Materials Analyst Harlan Sur...
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Roku Analyst Says TV's Future Hinges On This 'Powerful' Cost Saver, But It's Still Early
Thursday, May 15, 2025 - 12:34pm | 315Roku Inc's (NASDAQ:ROKU) CFO Dan Jedda has been responsible for the company's strong free cash flow (FCF) growth, according to Needham. The Roku Analyst: Analyst Laura Martin maintained a Buy rating and price target of $88.50. The Roku Thesis: Jedda has taken the company from negative FCF of 150...
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Under Armour Finds No Major Surprises In Q4, Analysts Cut Price Target
Wednesday, May 14, 2025 - 12:21pm | 490Shares of Under Armour Inc (NYSE:UAA) were declining in early trading on Wednesday, after the company Tuesday reported its fiscal fourth-quarter results. Here are some key analyst takeaways. Truist Securities analyst Joseph Civello reaffirmed a Buy rating, while reducing the price target from $9...
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3 Airbnb Initiatives That Could Unleash Growth Opportunities
Wednesday, May 14, 2025 - 12:06pm | 443Airbnb Inc (NASDAQ:ABNB) issued its 2025 Summer Release, where it made several announcements. Here are some key analyst takeaways. Goldman Sachs On Airbnb Analyst Eric Sheridan reiterated a Neutral rating and price target of $139. The analyst mentioned three main announcements by the company:...
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On Holding AG Posts Strong Q1 Beat, 'Strong Traction' Among Footwear Brands, Analysts Raise Price Target
Wednesday, May 14, 2025 - 11:50am | 424Shares of On Holding AG (NYSE:ONON) were climbing in early trading on Wednesday after the company reported its first-quarter results on Tuesday. Here are some key analyst takeaways. KeyBanc Capital Markets Reiterates Overweight Analyst Ashley Owens reiterated an Overweight rating while raising the...