John DiFucci

Microsoft Corporation (NASDAQ: MSFT), its stock and its Azure cloud platform have done an excellent job of keeping pace with Amazon.com, Inc. (NASDAQ: AMZN) in the past three years. Amazon shares are up 173.7% in that stretch, while Microsoft shares are up 175.7%. Investors should understand that...

Nutanix Inc (NASDAQ: NTNX), which is steadily transitioning to a recurring revenue model as it embarks on the journey toward becoming a pure software company, is a bankable investment, according to Jefferies. The Analyst Analyst John DiFucci upgraded Nutanix from Hold to Buy and maintained a...

Oracle Corporation (NYSE: ORCL) reported Monday a top-and-bottom line beat in its fiscal second-quarter earnings report. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Oppenheimer's Brian Schwartz maintains a Perform rating on Oracle with no...

Enterprise cloud applications provider Workday, Inc. (NASDAQ: WDAY) reported Thursday a top-and-bottom line beat in its third-quarter results. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Wells Fargo's Philip Winslow maintains a Market...

Cybersecurity company Palo Alto Networks Inc. (NYSE: PANW) reported mixed first-quarter earnings results ahead of the company’s plans to launch a next-generation firewall for expanded 5G networks. The Analysts Wells Fargo analyst Philip Winslow reiterated an Outperform rating and set a...

Big data facilitating company Splunk Inc (NASDAQ: SPLK) reported Thursday a top- and bottom-line beat in its third-quarter results while management lifted both its 2019 and 2020 sales outlook. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Wells...

VMware, Inc. (NYSE: VMW) reported a beat-and-raise quarter, sending its shares sharply higher Friday morning. The Analysts Jefferies analyst John DiFucci maintained a Buy rating on VMware and raised the price target from $186 to $196. Wedbush's Daniel Ives maintained an Outperform...

Salesforce.com, inc. (NYSE: CRM) reported Tuesday a top-and-bottom-line beat in its third quarter. Earnings came in at 61 cents per share, beat estimates by 11 cents while sales of $3.392 billion beat $3.37 billion estimates. Here is a summary of how some of the Street's top analysts reacted to...

Apptio Inc (NASDAQ: APTI) confirmed Sunday evening that it has agreed to sell itself to Vista Equity Partners, an investment firm that focuses on software, data and technology-enabled businesses. The Analysts Jefferies' John DiFucci maintains a Buy rating on Apptio with an unchanged $40...

Shares of Netherlands-based Elastic NV (NYSE: ESTC), the company behind Elasticsearch and the Elastic Stack, rose nearly 100 percent on its trading debut in early October. The Street is offering first takes on the stock now that the quiet period has come to an end. The Analysts...

Nutanix Inc (NASDAQ: NTNX) shares have soared 155 percent in the past year, prompting Jefferies to downgrade the cloud stock.  The company is scheduled to release fiscal fourth-quarter results after the market close Aug. 30. The Analyst Analyst John DiFucci downgraded Nutanix from Buy to...

Dropbox Inc (NASDAQ: DBX) stock is limping into second-quarter earnings, but one Wall Street analyst says the pre-earnings weakness in Dropbox is a buying opportunity. The Analyst Jefferies analyst John DiFucci upgraded Dropbox from Hold to Buy and reiterated his $32 price target for the stock. The...

Microsoft Corporation (NASDAQ: MSFT) reported fourth-quarter earnings Thursday. EPS came in at $1.14 versus analysts’ $1.08 consensus estimate. Sales for the quarter also beat the street’s estimate of $29.22 billion by about $900,000. The Street Weighs In Microsoft’s earnings...

When salesforce.com, inc. (NYSE: CRM) reports after the close Feb. 28, it's likely to show billings upside in the fiscal year fourth quarter, with the company possessing multiple paths to achieve long-term targets, according to Jefferies.  The Analyst Jefferies analyst John DiFucci...

The honeymoon for cybersecurity name Symantec Corporation (NASDAQ: SYMC) is over, according to a Jefferies analyst.  The Analyst Jefferies analyst John DiFucci downgraded shares of Symantec from Hold to Underperform and lowered the price target from $30 to $23. The Thesis Symantec...