Philip Winslow

The video-first, unified communications platform company Zoom Video Communications Inc (NASDAQ: ZM) reported second-quarter results Thursday that were highlighted by revenue that nearly doubled year-over-year and a surprise profit. Here's how the Street reacted.  JMP: Much To...

Medallia Inc (NYSE: MDLA) is a pioneer in a new type of business analytics, the effort to track customer signals known as “Experience Management,” and the newly public company is set for growth because of it, two sell-side analysts said Tuesday. The company went public last month. The...

After Thursday’s market close, an SEC filing disclosed that activist investor Carl Icahn had taken an aggregate 12.6% stake in software company Cloudera Inc (NYSE: CLDR). Although the stock valuation is near trough levels, there is uncertainty around a key catalyst, according to Wells...

Adobe Inc (NASDAQ: ADBE) reported Tuesday afternoon with second-quarter results that were highlighted by 25% year-over-year revenue growth to a record quarterly high of $2.74 billion. Here's how the Street reacted.   The Analysts Wedbush's Daniel Ives maintained a...

Cloudera Inc (NYSE: CLDR) announced multiple disappointing metrics and business updates in its fiscal first-quarter results, which prompted a 40-percent decline in the stock. Cloudera said it lost 13 cents per share in the quarter on revenue of $187.5 million, versus expectations of a 23 cent per...

Cloud company salesforce.com, inc. (NYSE: CRM) reported Tuesday fiscal first-quarter results that were greeted with a mostly unanimous positive reaction from Street analysts. The Analysts Morgan Stanley's Keith Weiss maintains an Overweight rating on Salesforce's stock with an unchanged $...

Box Inc (NYSE: BOX) shares tumbled more than 11 percent on Tuesday morning after the company issued disappointing guidance along with its first-quarter earnings report. Box’s EPS loss of 3 cents and its first-quarter revenue of $163 million exceeded Wall Street estimates. However, the company...

Shares of Palo Alto Networks Inc (NYSE: PANW) continued to drop Thursday after a mixed third-quarter earnings report that included a billings miss and weaker-than-expected guidance as the company said two acquisitions would hurt its fourth-quarter earnings. But several sell-side analysts said it...

Enterprise cloud applications company Workday Inc (NASDAQ: WDAY) reported Tuesday fiscal first-quarter 2020 results highlighted by at least 30 percent growth year-over-year in total revenue, subscription revenue and subscription revenue backlog. Here is a summary of how some of the Street's top...

Autodesk, Inc. (NASDAQ: ADSK) reported below-par first-quarter results Thursday, sending the stock lower.  The Analysts Wedbush analyst Steve Koenig maintained a Neutral rating on Autodesk and lowered the price target from $166 to $164. KeyBanc Capital Markets analyst Jason Celino...

Citrix Systems, Inc. (NASDAQ: CTXS), which has been undergoing a complex transition to a cloud-based subscription model over the past 18 months, reported first-quarter results Wednesday that beat expectations.  The Analysts Wedbush’s Daniel Ives maintained a Neutral rating on Citrix...

Microsoft Corporation (NASDAQ: MSFT) should benefit from a stabilizing PC market and ongoing demand for business-use operating systems, Wells Fargo said Friday as it raised its target price on the software giant’s stock. The Analyst Wells Fargo’s Philip Winslow reiterated an Outperform...

Shares of Adobe Inc. (NASDAQ: ADBE) were dropping Friday after the cloud software company issued disappointing second-quarter guidance, but sell-side analysts seemed less concerned. Reactions were mixed, with a couple reminding investors that Adobe’s core business is fine and continued growth...

Oracle Corporation (NYSE: ORCL) shares dropped Friday morning despite the company reporting a fiscal third-quarter earnings beat and providing fourth-quarter guidance that exceeded Wall Street’s expectations. Investors may be concerned about the company’s revenue numbers, which were...

Salesforce.com, inc. (NYSE: CRM) reported fourth-quarter results that came in better than expected, but management's outlook for the first quarter missed on both the revenue and EPS lines. Here is a summary of how some of the Street's top analysts reacted to the report. The Analysts Bank...