Keith Bachman

Shares of Adobe Inc (NASDAQ: ADBE) continued to fall on Wednesday after missing expectations on subscription bookings and lowering guidance for its Digital Experience business. Several sell-side analysts kept Buy recommendations on the stock, saying those negatives masked continued Accounting Rate...

Shares of Oracle Corporation (NYSE: ORCL) dropped on Thursday after a lackluster first-quarter print that also kept sell-side analysts tepid on the stock. Quarterly sales came in at $9.21 billion, missing estimates by $72 million and guidance for the current quarter was below estimates. The company...

Shares of Palo Alto Networks Inc (NYSE: PANW) continued to rebound with investors and sell-side analysts seeing long-term upside amid a shift to cloud security that outweighs weaker near-term guidance. The stock initially dropped after the fourth-quarter print despite results that beat Street...

Salesforce.com, inc.'s (NYSE: CRM) second-quarter results came in better than expected. On top of an earnings and sales beat, management guided third-quarter results ahead of expectations and lifted its full-year sales guidance. Shares of Salesforce moved higher Friday and multiple analysts...

VMware, Inc. (NYSE: VMW) shares tumbled on Friday after the company reported a mostly in-line second quarter and announced two big acquisitions. In addition to the highly-anticipated $2.7 billion deal for Pivotal Software Inc (NYSE: PVTL), VMware also took the market by surprise by announcing a $2....

Accenture Plc (NYSE: ACN) on Thursday reported fiscal third-quarter results, which came in better than expected with a positive revision to 2019 guidance. The Analysts Citi's Ashwin Shirvaikar maintains a Buy rating on Accenture with a $211 price target. BMO Capital Markets' Keith Bachman...

Oracle Corporation (NYSE: ORCL) stock continued to soar on Thursday after the software company reported a revenue beat and issued bullish guidance the day before.  Some sell-side analysts weren’t impressed enough to leave the sidelines, saying they’re waiting to see if the company...

Virtualization software provider VMware, Inc. (NYSE: VMW) reported strong fiscal first-quarter results, yet its shares came under pressure Friday. The Analysts Bank of America Merrill Lynch analyst Kash Rangan reiterated a Buy rating on VMware with a $225 price target on the shares of...

Shares of Palo Alto Networks Inc (NYSE: PANW) continued to drop Thursday after a mixed third-quarter earnings report that included a billings miss and weaker-than-expected guidance as the company said two acquisitions would hurt its fourth-quarter earnings. But several sell-side analysts said it...

Fighting shadowy international cyber attackers: exciting.  Financial results and guidance posted by cybersecurity firm FireEye Inc. (NASDAQ: FEYE): a little less exciting, according to Wall Street analysts. While FireEye has received attention for thwarting foreign cyberattacks, its mixed...

Oracle Corporation (NYSE: ORCL) shares dropped Friday morning despite the company reporting a fiscal third-quarter earnings beat and providing fourth-quarter guidance that exceeded Wall Street’s expectations. Investors may be concerned about the company’s revenue numbers, which were...

Salesforce.com, inc. (NYSE: CRM) reported fourth-quarter results that came in better than expected, but management's outlook for the first quarter missed on both the revenue and EPS lines. Here is a summary of how some of the Street's top analysts reacted to the report. The Analysts Bank...

Big data software company Splunk Inc (NASDAQ: SPLK) reported strong fourth-quarter earnings, which prompted three Street analysts to turn incrementally bullish on the stock. Raymond James: The Numbers Splunk's fourth-quarter report is highlighted by multiple beats driven by license upside and...

Enterprise software company VMware, Inc. (NYSE: VMW) reported fourth-quarter results Thursday that which expectations and helped push the stock to new all-time-highs. Here's how VMWare analysts on the Street reacted. The Analysts Wedbush's Daniel Ives maintains an Outperform rating on...

Cybersecurity company Palo Alto Networks Inc (NYSE: PANW) reported a top- and bottom-line beat in its fiscal second-quarter results, sending shares to new highs. Here is a summary of how some of the Street's top analysts reacted to the print. Guggenheim: Strong Quarter Palo Alto's report...