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Goldman On Hortonworks: Big Data Still Has Legs
Tuesday, May 3, 2016 - 11:07am | 281Read More...Hortonworks Inc (NASDAQ: HDP) is scheduled to report its 1Q16 on May 4, after the close. Goldman Sachs’ Jesse Hulsing maintained a Buy rating for the company, with a price target of $16. The analyst said that while big data still had legs, focus would be on unit economics. Analyst Jesse...
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Tableau Software Is 'Getting Aggressive,' Goldman Expects Earnings Beat
Tuesday, May 3, 2016 - 9:14am | 285Read More...Tableau Software Inc (NYSE: DATA) is scheduled to report its 1Q16 results after market close on May 5. Goldman Sachs’ Jesse Hulsing maintains a Neutral rating on the company, with a price target of $52. 1Q Expectations Hulsing expects Tableau Software to report its revenue for 1Q marginally...
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Here's Why Facebook Messenger Should Help Zendesk
Tuesday, April 19, 2016 - 9:11am | 298Read More...Goldman Sachs’ Jesse Hulsing expressed increased confidence in Zendesk Inc (NYSE: ZEN)'s “near-term numbers and long-term growth profile.” Hulsing maintained a Buy rating on the company, while raising the price target from $23 to $29. “Last week’s announcement of...
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Goldman: Tableau's Next Act 'Critical,' LinkedIn Still A Buy
Friday, February 5, 2016 - 11:05am | 457Read More...Shares of LinkedIn Corp (NYSE: LNKD) and Tableau Software Inc (NYSE: DATA) have lost more than 13 percent since January 4. Goldman Sachs analysts maintained the ratings for both companies, while reducing their price targets. LinkedIn is poised to benefit from accelerating user growth and...
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Why Goldman Sachs Is Buying Emerging Software Giants
Tuesday, December 15, 2015 - 2:34pm | 431Read More...Goldman Sachs has initiated coverage on several emerging software names. The firm believes that coming cash flow inflection will serve as a catalyst for leading stocks in the space. Goldman also anticipates that attractive valuations will lead to a pickup in M&A activity as well. This week,...
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Goldman Waiting On The Sidelines On Newly Initiated Splunk, Tableau, Marketo And ServiceNow
Friday, December 11, 2015 - 3:39pm | 898Read More...Shares of Splunk Inc (NASDAQ: SPLK) and Marketo Inc (NASDAQ: MKTO) are down 5 percent and 18 percent year-to-date, respectively, while shares of Tableau Software Inc (NYSE: DATA) and ServiceNow Inc (NYSE: NOW) are up 7 percent and 26 percent, respectively, over the same period. Jesse Hulsing of...
