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The Latest Breaking News from Keith Weiss

Generative AI Backed Cybersecurity Stocks Cloudflare, Okta Have Near-Term Upside: Analyst

Morgan Stanley analyst Keith Weiss noted that cybersecurity remains a top spending priority for organizations globally.

Benzinga

Cloudflare's Apple Intelligence Partnership, Large TAM, Generative AI Enabler Position It For Upside, Analyst Says

Cloudflare stock up after Morgan Stanley analyst upgrades it from Equal-Weight to Overweight and raises price target to $130, citing strong growth potential in security and AI/ML markets.

Benzinga

Expert Outlook: Autodesk Through The Eyes Of 19 Analysts

Throughout the last three months, 19 analysts have evaluated Autodesk (NASDAQ:ADSK), offering a diverse set of opinions from bullish to bearish.

Benzinga

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Palantir Earnings Beat On U.S. Government Sales. Bearish Analyst Removes Rating

Palantir stock jumped on Q3 revenue that handily beat estimates while December quarter revenue guidance came in well above expectations.

Investors Business Daily

Analysts revisit Microsoft stock price targets after Q1 earnings

Microsoft is facing a curious challenge in the ongoing AI investment race.

The Street

Salesforce Touts AI Agents Amid Microsoft 365 Copilot Wave 2 Event

Salesforce stock has underperformed amid slowing revenue growth. Will Agentforce, a new AI autonomous agent, spur growth in 2025?

Investors Business Daily

Microsoft Defends Capex Spending Binge As AI Chipmakers Benefit

Microsoft's heavy spending on data centers to support AI is great news for chipmakers and computer vendors.

Investors Business Daily

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Microsoft's Steep AI Investments Raise Questions About Returns

Morgan Stanley is questioning when Microsoft will see a return on its investments in artificial intelligence.

Investors Business Daily

Oracle Warns About TikTok Ban. Why Cloud Business Could Take A Hit.

Oracle stock was lower after the company wrote in a regulatory filing that it could take an earnings hit if TikTok is banned.

Investors Business Daily

Microsoft, IBD Stock Of The Day, Holds Tight In Uncertain Market

Microsoft is the IBD Stock Of The Day as the software giant trades in a tight pattern ahead of its March-quarter earnings report.

Investors Business Daily

Stock Market Today: Stocks Resume Their Winning Ways After Steep Selloff

The three major benchmarks rebounded from their worst session in months.

Kiplinger

Microsoft Shares Surge On Upbeat Q1 Results, Analysts Raise Price Targets

Azure and AI growth, margin expansion, and strong performance drive positive outlook

Zenger

Adobe Stock Nears Buy Point After Generative AI Product News

Adobe is the IBD Stock Of The Day as the software firm continues to advance generative AI tools for creative professionals.

Investors Business Daily

Atlassian Performs Despite Macro Headwinds: 4 Analysts On Q4 Print, Outlook

Shares of Atlassian Corp (NASDAQ: TEAM) surged in early trading on Friday

Zenger

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Zenger

Why Are Adobe Shares Trading Higher? Morgan Stanley Likes Firefly

Shares of Adobe Inc (NASDAQ:ADBE) are trading more than 3% higher Monday after Morgan Stanley (NYSE:MS) upgraded the stock

Benzinga

'Teflon Like' Microsoft Sees Price Targets Cut By Analysts, Could Be 'Rip The Band-Aid Off Moment'

Technology giant Microsoft Corporation (NASDAQ: MSFT) reported first quarter revenue and earnings per share that came in ahead of Street est

Investors Business Daily

Adobe Adds AI, Collaboration, Metaverse Tools To Digital Media Products

Adobe on Tuesday announced new collaboration and artificial intelligence-powered features for its Creative Cloud applications.

Benzinga

5 Adobe Analysts React To Earnings Beat, Guidance Miss, Figma Acquisition

Adobe Inc (NASDAQ: ADBE) shares traded lower by another 4.5% on Friday after the stock dropped 17% on Thursday, its worst day since 2010.

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Benzinga

DocuSign Shares Gain On 'Better-Than-Feared' Earnings Beat: 5 Analysts Chime In

Shares of DocuSign Inc. (NASDAQ: DOCU) jumped more than 17% in Friday’s pre-market after the company reported better-than-expected quarterly results and raised its full-year billings outlook. Here's what analysts had to say:

Benzinga

6 Analysts Offer Takes on Snowflake's 'Truly Impressive' Q2 Earnings, Revenue Beat

Shares of Snowflake Inc. (NYSE: SNOW) soared in after-hours trading on Wednesday, after the Bozeman, Montana-based company reported its quarterly revenues ahead of expectations.

Benzinga

Analysts Continue To See Upside In Salesforce Post Q2 Beat Despite Challenging Macros

Salesforce, Inc (NYSE:CRM) clocked 22% revenue growth to $7.72 billion in Q2, beating consensus. The EPS of $1.19 topped the consensus. The board approved a buyback of up to $10 billion. The Q3 and FY guidance were below the consensus. Mizuho analyst Gregg Moskowitz reiterated a Buy and cut the price target from $245 to $235.…

Benzinga

Why These 5 Intuit Analysts Love Q4 Print, Guidance

Intuit Inc. (NASDAQ: INTU) Tuesday announced strong results for the fourth quarter and full fiscal year 2022. Here is what five analysts think. Piper Sandler On Intuit Analyst Arvind Ramnani reiterated an Overweight rating and a price target of $553.

Benzinga

Palantir's Q2 Performance Has Analysts Divided

Palantir Technologies Inc (NYSE: PLTR) clocked 26%

Benzinga

5 Snowflake Analysts React To Q1 Earnings As Stock Thaws

Snowflake Inc (NYSE: SNOW) reported a first-quarter loss of 53 cents per share Wednesday on revenues of $422.4 million. Here's what the Street has to say.

Benzinga

6 Microsoft Analysts Praise Q3 Earnings Beat, Azure Acceleration, Office 365 Momentum

Microsoft Corporation (NASDAQ: MSFT) shares traded higher by 7.2% on Wednesday after the company reported an across-the-board earnings beat and demonstrated impressive sales momentum.

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