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Will Rising Stars Circle, CoreWeave Perform Like Past IPO Winners Reddit, Astera Labs?
Tuesday, June 10, 2025 - 7:19pm | 600The world of initial public offerings (IPOs) has seen several standout performers over the past year. CoreWeave, Inc. (NASDAQ:CRWV) saw a massive rally following its late March debut and Circle Internet Group, Inc. (NYSE:CRCL) burst onto the scene last week with its successful IPO. But will they...
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Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts
Tuesday, March 11, 2025 - 12:50pm | 1223Oracle Corp (NYSE:ORCL) shares are down on Tuesday, after the company reported downbeat fiscal third-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. Cantor Fitzgerald On Oracle Analyst Thomas Blakey maintained an Overweight rating while...
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Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'
Friday, February 7, 2025 - 2:12pm | 1222Amazon.com Inc (NASDAQ:AMZN) analysts weigh the impact of strong fourth-quarter results with weaker-than-expected first-quarter guidance and high CapEx guidance for 2025 after the company's latest financial results. The Amazon Analysts: DA Davidson analyst Gil Luria reiterated a Buy rating on...
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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...
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Nvidia Positioned For $400 Billion AI Boom With Advanced GPUs, New Product Launches Driving Revenue Growth, Say Analysts
Tuesday, January 28, 2025 - 3:28pm | 715Wall Street analysts rerated NVIDIA Corp (NASDAQ:NVDA) after U.S. tech stocks plunged Monday as Chinese open-source artificial intelligence platform DeepSeek made the market jittery over the AI technology investment prospects in the U.S. tech firms. Tigress Financial analyst Ivan Feinseth upgraded...
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Snowflake 'One Of The Most Compelling Stories In Software' Ahead Of Earnings: Analyst
Tuesday, November 19, 2024 - 3:45pm | 422As the software industry nears a crossroads, one industry analyst expressed confidence in a few big names ahead of third-quarter earnings season. The Software Analyst: D.A. Davidson analyst Gil Luria reiterated Buy ratings for Palo Alto Networks Inc (NASDAQ:PANW), Couchbase Inc (NASDAQ:BASE) and...
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Google's Cost Advantage With Custom Chips — Only Nvidia Tops It, Says Analyst
Tuesday, October 29, 2024 - 9:49pm | 734Gil Luria, Managing Director and Senior Software Analyst at D.A. Davidson highlighted Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary Google’s competitive advantage in the data center sector, emphasizing the company’s in-house chips, which are second only to NVIDIA Corp (NASDAQ:...
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Tech Analyst Raises Red Flags Over Nvidia's Heavy Dependence On Just Four Customers For Q2 Revenue: 'Highly Unusual For A Company' (UPDATED)
Monday, September 9, 2024 - 12:28pm | 662Editor’s note: The article has been updated with response from Nvidia. Nvidia Corp. (NASDAQ:NVDA) reported $30 billion in revenue for the second quarter, with nearly half coming reportedly from just four customers. What Happened: According to an SEC filing, these four clients accounted for 46...
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UiPath Q2 Results Reflect Restructuring Benefits, Analysts Praise 'Laser-Focus' On AI
Friday, September 6, 2024 - 11:07am | 740Shares of UiPath Inc (NYSE:PATH) are down Friday despite the company’s reporting in-line fiscal second-quarter results. Here are some key analyst takeaways: BMO Capital Markets analyst Keith Bachman maintained a Market Perform rating, while raising the price target from $14 to $15. DA...
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Salesforce Beats Q2 Earnings, 6 Analysts Raise Forecasts For This 'Under-Appreciated AI Winner'
Thursday, August 29, 2024 - 10:42am | 1099Shares of Salesforce Inc (NYSE:CRM) climbed in early trading on Thursday before sliding on the heels of an upbeat second-quarter financial report. Here are some key analyst takeaways. Check out other analyst stock ratings. Goldman Sachs analyst Kash Rangan maintained a Buy rating, while lifting the...
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SoundHound AI Posts Q2 Beat, But Analysts Focus On Amelia Acquisition
Friday, August 9, 2024 - 12:10pm | 631SoundHound AI Inc (NASDAQ:SOUN) shares tanked in early trading on Friday, despite the company reporting upbeat second-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways. Cantor Fitzgerald On SoundHound AI Analyst Brett Knoblauch upgraded the...
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Oracle Rides Strong On The AI Wave, Despite Q4 Revenue Miss: 8 Analysts' Insights
Wednesday, June 12, 2024 - 1:11pm | 1013Oracle Corp (NYSE:ORCL) shares were climbing on Wednesday after the company reported its quarterly results. The results came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Oracle Analyst Brent Bracelin maintained an Overweight rating, while raising the price...
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Does Workday Have 'Some Pockets Of Strength'? 11 Analysts Look At Q1 Results, Outlook
Friday, May 24, 2024 - 1:15pm | 1463Workday Inc (NASDAQ:WDAY) shares tanked in early trading and into the early afternoon of Friday, even after the company reported upbeat earnings for the first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Workday Analyst Brad...
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Nvidia Stock Faces Decline In Coming Years As AI Chip Demand Softens, Warns Analyst: 'We're Looking At The Horizon'
Wednesday, May 15, 2024 - 10:37pm | 820The future of NVIDIA Corp (NASDAQ:NVDA) stock might not be as promising as its recent performance suggests, according to a prominent analyst. What Happened: DA Davidson analyst Gil Luria has cautioned that Nvidia’s stock might not be able to sustain its meteoric rise due to a potential...
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ZoomInfo Technologies Stock Dives On Heels Of Q1 Earnings: 'Investors Need To Carefully Monitor The Macro'
Wednesday, May 8, 2024 - 2:42pm | 611Shares of ZoomInfo Technologies Inc (NASDAQ:ZI) continued to tank on Wednesday, after having lost more than 21% in the premarket session. The company reported results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan downgraded the rating from...