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The Latest Breaking News from Rishi Jaluria

Will AI Agents Make Software Companies Artificial Intelligence Winners, Like Nvidia?

Nvidia is among the best AI stocks, while software companies lag. Software makers hope to monetize AI agents after failing with copilots.

Investors Business Daily

Exclusive: Marc Benioff has declared a ‘hard pivot’ to autonomous AI agents. Will it be enough for Salesforce to thrive in the generative AI era?

Benioff says Salesforce is thinking like a startup with Agentforce, a new AI agent platform that will debut at the company’s annual Dreamforce conference.

Fortune

The One Generative AI Risk That No One Is Talking About

The fight over who controls key technology is as old as the tech sector. Do open-source systems threaten patented artificial intelligence?

Investors Business Daily

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Microsoft Shares Slide As Analysts Assess Q4 Results And Future Prospects

BMO, RBC, Wedbush, Needham, and Piper Sandler analysts weigh in on Azure growth, AI potential, and market reaction.

Zenger

Salesforce braces for investor pressures

After years of fast growth and costly acquisitions, Salesforce is facing post-pandemic realities that have taken a toll on Big Tech sales and profits.

Tribune News Service

'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

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

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HubSpot's Outlook Disappoints But Some Expect Long-Term Gains

HubSpot's fiscal 2023 operating margin outlook disappointed investors, leading to a selloff in the maker of web marketing software.

Investors Business Daily

8 Coupa Software Analysts Weigh In After Stock Spikes Following Upbeat Q2 Results

Shares of Coupa Software Inc (NASDAQ: COUP) spiked in Tuesday's after-hours session, after the company reported upbeat financial results and announced a $100 million buyback. Wells Fargo On Coupa Software

Benzinga

MongoDB Stock Plunges After Q2 Earnings: 4 Analysts Break Down The Print

Shares of MongoDB Inc. (NASDAQ: MDB) tanked in after-hours trading on Wednesday, after the New York-based company reported its fiscal second quarter results and issued weak guidance.

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

Zoom Had Disappointing Quarter, Faces Transition Year: Here's Why Some Analysts Are Cutting Price Targets

Video communications company Zoom Video Communications Inc (NASDAQ: ZM) reported earnings per share (EPS) that beat Street estimates and revenue which missed Street estimates on Monday. Analysts sized up the latest quarterly report and the company’s guidance.

Benzinga

Palantir's Q2 Performance Has Analysts Divided

Palantir Technologies Inc (NYSE: PLTR) clocked 26%

Benzinga

Analysts Cheer ZoomInfo's Q2 Beat, Maintain Overweight/Buy Rating

Analysts shared their appreciation for ZoomInfo Technologies Inc (NASDAQ: ZI)

Benzinga

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Benzinga

7 Coupa Software Analysts React To Q1 Earnings Beat: 'Lots Of Noise Around Billings'

Coupa Software Inc (NASDAQ: COUP) shares traded higher by 1.8% on Tuesday after the company reported strong earnings numbers and record subscription revenues in the first quarter.

Benzinga

9 Salesforce Analysts React To Q1 Earnings Beat: 'Next Quality Software GARP Stock'

Salesforce Inc (NYSE: CRM) shares jumped Wednesday morning after the company reported first-quarter earnings and raised its profit forecast.

Benzinga

Zoom Beats Estimates, But Could Have Rough Year: What 8 Analysts Have To Say

Quarterly revenue and earnings per share from Zoom Video Communications (NASDAQ: ZM) came in better than anticipated from analysts. Here are the key takeaways from analysts on what’s next for the video technology company.

Benzinga

'Still A Second-Half Story': Twilio Analysts React To Mixed Q1 Earnings

Twilio Inc (NYSE: TWLO) shares dropped 2.7% on Thursday after the company reported conservative second-quarter guidance.

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Benzinga

4 Fastly Analysts Weigh In On Q1 Earnings As Stock Plunges: 'The Challenge Remains Gross Margins'

Although Fastly Inc (NYSE: FSLY) reported a sales beat for the first quarter, its losses were higher than Street expectations.

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