Heather Bellini

Goldman Sachs said strong momentum in Azure helped Microsoft Corporation (NASDAQ: MSFT) to report its first-quarter results above Street view. For the first quarter, Microsoft reported EPS of $0.76, which was $0.08 ahead of Street, and non-GAAP revenue of $22.3 billion (non-GAAP) also topped Street...

Goldman Sachs’ Heather Bellini expects Alphabet Inc (NASDAQ: GOOGL) to report its revenue ahead of the consensus expectations, with in-line EPS, when the company reports its Q3 2016 results on October 27. Bellini reiterated a Buy rating on the company, with a price target of $930. Q3...

Previewing the third-quarter results of Facebook Inc (NASDAQ: FB), Goldman Sachs said the company is consistently executing. The company is scheduled to release its earnings on November 2. 3Q Expectations Analyst Heather Bellini modeled non-GAAP earnings of $1.02 per share and total revenues of $7....

Goldman Sachs expects Microsoft Corporation (NASDAQ: MSFT) to report its first-quarter earnings above consensus, driven by strength in Azure. Microsoft is set to report its first-quarter earnings on October 20. Goldman sees non-GAAP EPS of $0.69, versus consensus of $0.68 and compares to “our...

Goldman Sachs reiterated its Buy rating on salesforce.com, inc. (NYSE: CRM), as the recent investor event should help to improve investor sentiment. At the event, CEO Marc Benioff emphasized delivering on the core and explained a disciplined M&A strategy. Benioff's said salesforce's interest in...

Goldman Sachs’ Heather Bellini believes the 11 percent decline in salesforce.com, inc. (NYSE: CRM) since FQ2 earnings were released on August 31 presents an attractive buying opportunity. Bellini maintained a Buy rating on the company, with a price target of $96. Leading into Salesforce...

Close on heels of Oracle Corporation (NYSE: ORCL)'s analyst day, which Goldman Sachs attended, and the firm's panel discussions with four Oracle Platinum Partners and cloud infrastructure vendors, the brokerage delved on the highlights and takeaways from these events. Analyst Heather Bellini noted...

Adobe Systems Incorporated (NASDAQ: ADBE) reported its FQ3:16 results ahead of the consensus expectations, while raising its EPS guidance for FY16. Goldman Sachs’ Heather Bellini maintains a Neutral rating on the company, while raising the price target from $104 to $112. Beat Results Adobe...

Goldman Sachs has raised its estimates and target price on Microsoft Corporation (NASDAQ: MSFT) after the Windows software maker's fourth-quarter results topped the Street's view. Estimates And Justifications Post-Print The brokerage raised its FY17 non-GAAP revenue forecast by $200 million to $94....

Goldman Sachs has started coverage of Twilio Inc (NYSE: TWLO) with a Neutral rating and $33 target price, saying it is "cautious" on valuation, despite acknowledging the company's revenue generation opportunities. The $33 price target represents a downside of 23 percent from Friday's close of $43....

Goldman Sachs’ Heather Bellini mentioned that while Brexit does not appear to have had a meaningful impact on Microsoft Corporation (NASDAQ: MSFT) during 4Q16, “there is concern that market uncertainty in the UK and Europe could have an impact on deal activity in F1H17.” Bellini...

Adobe Systems Incorporated (NASDAQ: ADBE) reported its F2Q16 results marginally below the consensus and guidance. Goldman Sachs’ Heather Bellini maintains a Neutral rating on the company, while raising the price target from $100 to $105. F2Q16 Results Bellini mentioned that the non-GAAP EPS...