SAAS

Software as a service provider Inseego Corp. (NASDAQ: INSG) has developed new products and an improved cost structure that should drive strong growth, according to Canaccord Genuity.  The Analyst Analyst T. Michael Walkley upgraded Inseego from Hold to Buy and raised the price target...

Docusign Inc (NASDAQ: DOCU) reported second-quarter results Wednesday that were better than expected, but not good enough to turn Bank of America Merrill Lynch bullish. The Analyst Bank of America's Kash Rangan maintained a Neutral rating on DocuSign's stock with a price target...

Cloud storage provider Box Inc (NYSE: BOX) reported Tuesday its second-quarter results, which showed multiple concerning metrics, including a slowdown in billings growth and a slightly weak outlook for the third quarter. The Analyst KeyBanc Capital Markets' Rob Owens maintains an Overweight...

Dropbox Inc (NASDAQ: DBX) shares moved lower in reaction to second-quarter results that came in better-than-expected but were accompanied by an announcement of Chief Operating Officer Dennis Woodside's departure.  Should investors take advantage of the dip? Four street...

Shares of Oracle Corporation (NYSE: ORCL) moved lower Wednesday after the company's fiscal fourth-quarter earnings report came in better than expected, but management's guidance came in below expectations. The Analysts UBS' Jennifer Swanson Lowe maintains a Neutral rating on Oracle...

Atlassian Corporation PLC (NASDAQ: TEAM) boasts a "best-of-breed" business model, but the stock's valuation is priced close to its fair value, according to Bank of America Merrill Lynch.  The Analyst BofA's Nikolay Beliov initiated coverage of Atlassian with a Neutral...

Trade Desk Inc (NASDAQ: TTD) is a provider of a cloud-based platform for managing digital ad campaigns that boasts a "unique" SaaS asset that positions the company well for future share gains, according to Oppenheimer. The Analyst Oppenheimer's Brian Schwartz initiated coverage of...

Bernstein's bearish case against salesforce.com, inc. (NYSE: CRM) no longer applies as the company "created a path" to achieve the necessary growth rate. The Analyst Bernstein's Mark Moerdler upgraded Salesforce from Underperform to Market Perform with a price target lifted...

Coupa Software Inc (NASDAQ: COUP) has established itself as a sector leader and should show superior growth rates over the next three to five years, according to Goldman Sachs. The Analyst Goldman Sachs' Jesse Hulsing initiated coverage of Coupa Software's with a Buy rating and $60 price...

Salesforce.com, inc. (NYSE: CRM) confirmed after Tuesday's market close it has agreed to acquire Mulesoft Inc (NYSE: MULE) after a Reuters report suggested the two companies were in advanced merger talks. Hee's how sell-side analysts reacted to the $6.5-billion deal.  The Analysts...

Oracle Corporation (NYSE: ORCL) reported its fiscal third quarter results, which sent the stock lower by nearly 10 percent Tuesday. Investors appear to be concerned with the company's cloud performance and begs the question: should investors be buyers of the dip or not? The Analysts...

Oracle Corporation (NYSE: ORCL)'s fiscal third-quarter earnings report Monday could be a signal it will be difficult for Larry Ellison's company to catch up with cloud peers, according to KeyBanc Capital Markets.  The Analyst KeyBanc's Monika Garg downgraded Oracle from...

Oracle Corporation (NYSE: ORCL) reported mixed fiscal third-quarter results Monday that led Stifel to drop its bullish stance on the stock.  The Analyst Stifel's Brad Reback downgraded Oracle from Buy to Hold with a newly assigned $53 price target. The Thesis Oracle's top...

Oracle Corporation (NYSE: ORCL) is scheduled to release its fiscal third-quarter results after the market close on Monday, March 19. The consensus estimates call for earnings per share of 72 cents vs. 69 cents last year and revenue of $9.78 billion, up 5.5 percent year-over-year. Over the last four...

SaaS stocks continue to move higher, and the EV/S multiples for the 55 biggest stocks stand at 7.2x and are closing in on a five-year peak of 8.8x, according to KeyBanc Capital Markets.  The Analyst KeyBanc's Brent Bracelin made the following rating and price changes: Alteryx Inc (...