Alex Zukin

Shares of Microsoft Corp (NASDAQ: MSFT) climbed in early trading on Wednesday, after the company reported upbeat fiscal first-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Bernstein On Microsoft Analyst Mark...

Database giant Oracle Corp. (NYSE:ORCL) is scheduled to release its fiscal year fourth-quarter results Monday after the market close. An analyst at Wolfe Research upgraded the shares on the eve of the Austin, Texas-based company's earnings announcement. The Oracle Analyst: Alex Zukin upgraded...

Palantir Technologies Inc (NYSE: PLTR) was popping up more than 2% higher on Wednesday, in tandem with the S&P 500, which was advancing by about 1.4%. Wolfe Research analyst Alex Zukin downgraded Palantir to Underperform from Peer Perform on Wednesday, noting the company may see...

Docusign Inc (NASDAQ: DOCU) shares traded higher by 5.1% on Friday after the company reported a second-quarter earnings beat and raised its guidance. On Thursday, DocuSign reported second-quarter adjusted EPS of 47 cents on $511.8 million in revenue. Both numbers beat consensus analyst estimates of...

Will Microsoft Corp (NASDAQ: MSFT) or Salesforce.com Inc (NYSE: CRM) be the better investment moving forward? That is the question Wolfe Research analyst Alex Zukin answered Thursday on CNBC's "TechCheck." Microsoft is leading the pack in the enterprise cloud software space, Zukin...

Wolfe Research analyst Alex Zukin raised Twilio Inc's (NYSE: TWLO) price target to $480 from $440, implying a 20.9% upside, reiterating an Outperform rating ahead of the Q2 results. Zukin's conversations with ecosystems partners suggest continued strength at Twilio. The...

TurboTax and QuickBooks parent company Intuit Inc. (NASDAQ: INTU) reported fiscal first-quarter results highlighted by a 14% revenue growth. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts RBC Capital Markets analyst Alex Zukin maintains an...

Recent U.S. employment data bodes well for payroll vendors like Paycom Software Inc (NYSE: PAYC), suggesting upside to management’s guidance, which assumed flat employment, according to RBC Capital Markets. The Paycom Software Analyst: Alex Zukin upgraded Paycom Software from Sector Perform...

Oracle Corporation (NYSE: ORCL) has confirmed a 12.5% stake in TikTok Global and announced that the video-sharing app will become an Oracle Cloud Infrastructure customer. The deal is a “meaningful positive” for the company, according to RBC Capital Markets. The Oracle Analyst: Alex...

Oracle Corporation (NYSE: ORCL) shares were trading lower Wednesday after the company reported a larger-than-expected revenue decline in the fiscal fourth quarter but issued current-quarter guidance that exceeded expectations. Oracle reported fourth-quarter adjusted earnings per share of $1.20,...

Twilio Inc (NYSE: TWLO), a cloud communications platform-as-a-service company, reported stellar first-quarter results Wednesday, sending its shares higher into record territory. The Twilio Analysts Wells Fargo Securities analyst Michael Turrin maintained an Overweight rating on Twilio shares and...

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...

LogMeIn Inc (NASDAQ: LOGM), a provider of cloud-based connectivity, reported second-quarter results Thursday that prompted a sell-off in the stock and lower ratings from multiple Street analysts.  The Analysts Piper Jaffray's Alex Zukin downgraded LogMeIn from Overweight to Neutral...

Piper Jaffray named improving fundamentals as the rationale behind a bullish turn on Cornerstone OnDemand, Inc. (NASDAQ: CSOD). The Analyst Analyst Alex Zukin upgraded Cornerstone OnDemand from Neutral to Overweight and increased the price target from $46 to $60, suggesting roughly 15-...

Twilio Inc (NYSE: TWLO) has nearly recovered from a two-year slump, but Piper Jaffray sees the stock continuing well beyond its all-time highs. The Rating Analysts Alex Zukin, Scott Wilson and Taylor Reiners initiated coverage on Twilio with an Overweight rating and $70 price target. The Thesis...