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Winners And Losers From Nomura CIO Spending Survey
Monday, September 23, 2019 - 4:30pm | 617Nomura Instinet released its bi-annual survey of CIO spending, and the analyst team led by Jeffrey Kvaal, Christopher Eberle, Mark Kelley and David Wong selected their top winners and losers from the latest trends in IT budgets. Nomura said the good news for tech investors is that the trade...
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Oracle Can't Keep Up $10B In Buybacks Per Quarter, Nomura Instinet Says In Double Downgrade
Monday, March 11, 2019 - 3:13pm | 390Oracle Corporation (NYSE: ORCL)'s strategy of rewarding shareholders at the expense of investing in growth may not serve it well in the long run, according to Nomura Instinet. The Analyst Analyst Christopher Eberle downgraded Oracle by two notches from Buy to Reduce and lowered the...
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Microsoft's Q1 Print Reinforces Bullish Sell-Side Views
Thursday, October 25, 2018 - 12:05pm | 939Microsoft Corporation (NASDAQ: MSFT) reported first-quarter results Wednesday afternoon that included an EPS beat; here's how some of the Street analysts covering the tech giant reacted. The Analysts Wells Fargo's Philip Winslow maintains an Outperform rating on Microsoft's...
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Analyst Downgrades Mongodb To Reflect 'Intense Competition'
Tuesday, October 2, 2018 - 2:40pm | 418The market opportunity for Mongodb Inc (NASDAQ: MDB), a software developer behind the open source database MongoDB, is not compelling — at least in the near term, according to Nomura Instinet. The Analyst Analyst Christopher Eberle downgraded Mongodb from Neutral to Reduce and...
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Dropbox Isn't Out Of The Woods Just Yet, Nomura Says In Upgrade
Tuesday, October 2, 2018 - 1:49pm | 323The long-term trajectory for Dropbox Inc (NASDAQ: DBX) remains questionable, but the elimination of near-term concerns implies the bearish case for the stock may no longer be appropriate. The Analyst Nomura Instinet's Christopher Eberle upgraded Dropbox from Reduce to Neutral with a price...
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Nomura: Red Hat Could Have $66 Billion Total Addressable Market By 2020
Wednesday, January 24, 2018 - 5:30pm | 423As companies continue to move applications to the cloud, it's apparent that a hybrid environment is becoming the preferred choice, according to Nomura. This bodes well for Red Hat Inc (NYSE: RHT), considered one of the most strategic companies within the enterprise software space. ...
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Nomura Makes A Bull Call On 'Disruptive' MuleSoft
Wednesday, January 24, 2018 - 4:50pm | 436By 2020, it is estimated that more than $2.5 trillion will be spent on the digital transformation, with $500 billion coming from enterprise software, according to Nomura. Mulesoft Inc (NYSE: MULE)’s Anypoint technology is considered a "disruptive" platform for the...
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Nomura On Oracle: 'Hop On This Train'
Wednesday, January 24, 2018 - 2:35pm | 454After 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...