-
Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Thursday, January 30, 2025 - 4:11pm | 1122Microsoft Corporation (NASDAQ:MSFT) analysts balance the positives and negatives of Azure’s weakness and strength in AI from the company’s quarterly financial results. The Microsoft Analysts: Morgan Stanley analyst Keith Weiss maintained an Overweight rating on Microsoft and lowered...
-
Adobe Q4 Earnings Preview: Analyst Says Investors May Be Missing Healthy Subscriber Growth
Wednesday, December 11, 2024 - 11:44am | 568Adobe Inc (NASDAQ:ADBE) could highlight its strong subscriber revenue and growth when the company reports fourth-quarter results after market close Wednesday. Earnings Estimates: Analysts expect Adobe to report fourth-quarter revenue of $5.54 billion, up from $5.05 billion in last year's fourth...
-
Oracle Q2 Earnings: Revenue Miss, EPS Miss, AI Growth, Ellison Says 'Opportunity Is Unimaginable'
Monday, December 9, 2024 - 5:24pm | 458Software and technology giant Oracle Corporation (NYSE:ORCL) reported second-quarter financial results after the market close Monday. What Happened: Oracle reported second-quarter revenue of $14.06 billion, up 9% year-over-year. The revenue total missed a Street consensus estimate of $14.11 billion...
-
Salesforce Q3 Earnings Preview: Analyst Says 'Transitional Year' Ahead, Recommends Buying The Dip
Tuesday, December 3, 2024 - 10:37am | 594Analysts expect Salesforce Inc (NYSE:CRM) to post revenue of $9.35 billion for the third quarter after the market closes Tuesday. That’s up from $8.72 billion in last year's third quarter, according to data from Benzinga Pro. The cloud-based software company beat revenue estimates in the...
-
Which Magnificent 7 Stock Should DOJ Target Next? Benzinga Poll Finds Over 50% Say...
Friday, November 22, 2024 - 1:31pm | 800New polls of Benzinga readers show they don't think the Department of Justice should break up Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) or target other Magnificent 7 stocks. What Happened: A recent investigation by the Department of Justice found prosecutors telling Alphabet it needs to divest the...
-
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Friday, November 15, 2024 - 12:47pm | 1891Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With...
-
Cisco Q1 Earnings Preview: EPS, Revenue Beat Streak In Focus As Analysts See Potential 'Large-Cap Breakout'
Tuesday, November 12, 2024 - 2:11pm | 685Technology company Cisco Systems (NASDAQ:CSCO) will report its first-quarter financial results after the market closes on Wednesday. The company looks to continue a streak of consecutive revenue and earnings per share beats. Earnings Estimates: Analysts expect Cisco to report first-quarter revenue...
-
Amazon Analysts See Growth Ahead With AWS In 'Early Innings Of A Big AI Cycle,' Advertising Segment Fast-Growing 'Hidden Asset'
Friday, November 1, 2024 - 1:46pm | 914Amazon.com Inc (NASDAQ:AMZN) analysts see strength in AWS, retail and advertising after the company’s third-quarter results. The Amazon Analysts: Bank of America analyst Justin Post reiterated a Buy rating on Amazon and raised the price target from $210 to $230. Wedbush analyst Scott Devitt...
-
Amazon Q3 Earnings Highlights: Revenue Beat, EPS Beat, Q4 Guidance, New Kindles 'Significantly Outperforming Our Expectations'
Thursday, October 31, 2024 - 4:22pm | 538Amazon.com Inc (NASDAQ:AMZN) reported third-quarter financial results after the market close Thursday. Here are the key highlights. What Happened: Amazon reported third-quarter net sales of $158.9 billion, up 11% year-over-year. The total beat a Street consensus estimate of $157.2 billion,...
-
Amazon Q3 Earnings Preview: AWS, Prime Video, Streak Of Analyst Beats On Watch
Wednesday, October 30, 2024 - 4:14pm | 816Amazon.com Inc (NASDAQ:AMZN) could show off the strength of its AWS cloud segment when it reports third-quarter financial results after market close Thursday. Earnings Estimates: Analysts expect the Seattle-based company to report third-quarter revenue of $157.19 billion. That’s up from last...
-
Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results
Wednesday, October 30, 2024 - 2:25pm | 1495Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) is viewed favorably by analysts after showing strength in cloud, search and YouTube segments and spending on AI initiatives paying off, after the company reported third-quarter financial results Tuesday. The Alphabet Analysts: BMO Capital analyst Brian Pitz...
-
Microsoft Q1 Earnings Preview: What Investors Should Watch In Cloud, AI, Azure On Wednesday
Tuesday, October 29, 2024 - 2:51pm | 698Technology giant Microsoft Corporation (NASDAQ:MSFT) is likely to highlight its expanding investments in artificial intelligence and growing revenue in the cloud sector when the company reports first-quarter financial results after market close Wednesday. Earnings Estimates: Analysts expect...
-
Amazon Analyst Says Company's 'Dominant Competitive Position' In E-Commerce, AWS 'Provides A Lot To Be Bullish About'
Thursday, September 5, 2024 - 11:51am | 637Amazon.com Inc (NASDAQ:AMZN) has strong positions in both e-commerce and cloud, according to an analyst who projects more runway in both segments, with artificial intelligence helping to power the AWS cloud business line. The Amazon Analyst: Cantor Fitzgerald analyst Deepak Mathivanan initiated...
-
CrowdStrike Analysts See Execution At High Level After Microsoft Outage: Why 'Doomsday Scenario' Didn't Happen
Thursday, August 29, 2024 - 12:06pm | 872Analysts are impressed with the financial results and company commentary from CrowdStrike Holdings Inc (NASDAQ:CRWD) beating revenue and earnings per share estimates in the second quarter. The impact from the update that caused the Microsoft outage is viewed as less severe than analysts originally...
-
Dell Q2 Earnings Preview: Analyst 'Positively Inclined' On AI-Powered Computing; Margins, Server Demand In Focus
Wednesday, August 28, 2024 - 1:32pm | 932Cloud and artificial intelligence revenue generation and future opportunities could be the key items analysts and investors are watching for in the second-quarter earnings report from Dell Technologies (NYSE:DELL) on Thursday after market close. Earnings Estimates: Analysts expect Dell to report...