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Box Inc Is A Buy On Sustained Growth, Favorable Competitive Trends, Says DA Davidson
Thursday, February 15, 2018 - 4:34pm | 446Read More...Box Inc (NYSE: BOX) is a market leader in SaaS solutions for enterprise content management, file sync and share, according to D.A. Davidson. The Analyst D.A. Davidson analyst Rishi Jaluria initiated coverage of Box Inc shares with a Buy rating and 12-18 month price target of $25. The Thesis...
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5 Reasons Why KeyBanc Upgraded Paycom
Tuesday, February 13, 2018 - 12:29pm | 440Read More...Payroll and HR provider Paycom Software Inc (NYSE: PAYC) is a high-quality SaaS name, according to KeyBanc Capital Markets. The Analyst KeyBanc analyst Brent Bracelin upgraded Paycom from Sector Weight to Overweight with a $105 price target, suggesting roughly 25-percent upside from...
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Callidus Software Hit With Downgrade After SAP Buyout
Wednesday, January 31, 2018 - 3:16pm | 466Read More...Enterprise software and SaaS name Callidus Software Inc. (NASDAQ: CALD) announced an agreement Jan. 29 to be bought out by SAP SE (ADR) (NYSE: SAP)'s American unit. The Analyst B. Riley FBR analyst Kevin Liu downgraded Callidus Software from Buy to Neutral and increased the price...
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Nomura On Oracle: 'Hop On This Train'
Wednesday, January 24, 2018 - 2:35pm | 454Read More...After gaining nearly 30 percent over the past year, analysts at Nomura see even more upside for Oracle Corporation (NYSE: ORCL)'s stock. The Analyst Nomura Instinet's Christopher Eberle initiated coverage of Oracle's stock with a Buy rating and $64 price target. The Thesis The...
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Appian's Multiple And Fundamentals Are Mismatched, Goldman Says In Downgrade
Thursday, January 18, 2018 - 12:00pm | 420Read More...Software developer Appian Corp (NASDAQ: APPN), which provides low-code software development platform as a service for organizations to develop applications, are poised to decline by nearly half over the next 12 months, according to Goldman Sachs. The Analyst Goldman Sachs analyst Jesse Hulsing...
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4 Reasons Needham Is Bullish On Coupa Software
Thursday, January 11, 2018 - 4:19pm | 367Read More...Need a reason to buy shares of Coupa Software Inc (NASDAQ: COUP)? The Analyst Needham's Peter Levine initiated coverage of Coupa's stock with a Buy rating and $39 price target. The Thesis Investors should consider Coupa as not only one of the "more innovative vendors" within...
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Workday A 'Long-Term Winner,' Morgan Stanley Upgrades
Wednesday, January 10, 2018 - 10:46am | 431Read More...After gaining more than 40 percent throughout 2017, Workday Inc (NASDAQ: WDAY)'s stock remains attractive with upside ahead, according to Wall Street's newest bull analyst. The Analyst Morgan Stanley's Keith Weiss upgraded Workday's stock rating from Equal-weight to Overweight...
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Cisco's Transition Leads To Bank Of America Upgrade
Friday, January 5, 2018 - 3:17pm | 382Read More...The case for owning Cisco Systems, Inc. (NASDAQ: CSCO) can now be made, according to an analyst who held on to a Neutral rating dating back to April 2016. The Analyst Bank of America's Tal Liani upgraded Cisco's stock from Neutral to Buy with a price target boosted from $37 to $46...
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Morgan Stanley Upgrades Oracle, Says Upside Exists In Earnings Growth
Wednesday, January 3, 2018 - 4:19pm | 431Read More...By some financial metrics, Oracle Corporation (NYSE: ORCL) has frustrated investors, but one Wall Street analyst said a string of disappointments represents an opportunity to buy shares. The Analyst Morgan Stanley's Keith Weiss upgraded Oracle's stock rating from Equal-weight to...
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Analyst: BlackBerry Owes Q3 Beat To Licensing, Continued SaaS Pivot
Tuesday, December 26, 2017 - 11:37am | 465Read More...BlackBerry Ltd (NYSE: BB) reported forecast-beating fiscal third-quarter results last week that benefited from one-time IP licensing revenues and solid software and services revenues. The Analyst Imperial Capital analyst Michael Kim maintained an In-Line rating on the shares of BlackBerry...
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The Sell-Side Reaction To Oracle's Earnings Beat, Cloud Weakness
Friday, December 15, 2017 - 4:34pm | 785Read More...Shares of Oracle Corporation (NYSE: ORCL) were trading lower by around 5 percent Friday after the company's fiscal second quarter report showed an earnings beat — but its cloud infrastructure and platform revenue fell short of expectations. Barclays: Continued Weakness Barclays...
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5 Analyst Takes On Workday's Earnings
Thursday, November 30, 2017 - 4:39pm | 815Read More...Shares of Workday Inc (NASDAQ: WDAY) were trading lower by more than 2 percent Thursday after the company's better-than-expected earnings report was overshadowed by several concerning metrics. Here's what some of Wall Street's top analysts are saying after the print: Bank Of America:...
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Workday's Q3: What Was Bullish, What Was Bearish
Thursday, November 30, 2017 - 12:14pm | 427Read More...Workday Inc (NASDAQ: WDAY) reported a top- and bottom-line beat in its third quarter earnings report Wednesday, but they were overshadowed by other concerning metrics. The Analyst UBS' Jennifer Swanson Lowe maintains a Sell rating on Workday's stock with an unchanged $95 price target...
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What Does Wall Street Have To Say About Oracle's Earnings Report?
Sunday, September 17, 2017 - 10:29am | 883Read More...Wall Street analysts can't reach a consensus on how investors should react to Oracle Corporation (NYSE: ORCL)'s stock after the company released its fiscal first quarter earnings results. Oppenheimer: Good Results, Not So Good Outlook Oracle's earnings report was "good" as a...
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RingCentral Needs More 'Marquee Wins' To Justify Valuation
Thursday, July 20, 2017 - 12:55pm | 326Read More...Analysts at Morgan Stanley no longer hold a bullish stance on RingCentral Inc (NYSE: RNG), a software-as-a-service solutions provider for businesses to support modern communications, largely due to valuation concerns. After a nearly 70 percent return since the start of 2017, Morgan Stanley's...














