Mark Kelleher

Applied Optoelectronics Inc (NASDAQ: AAOI) shares were dropping Thursday after the company reported first-quarter earnings and revenue the prior afternoon that came up short of analyst expectations. Applied Optoelectronics reported a per-share loss of 27 cents, larger than the consensus...

Applied Optoelectronics Inc (NASDAQ: AAOI) shares were declining to their lowest level in about 2 1/2 years after the provider of optical networking technology reported below-consensus fourth-quarter revenue and issued a below-par first-quarter forecast. The Analyst D.A. Davidson analyst Mark...

Akamai Technologies, Inc. (NASDAQ: AKAM) reported above-consensus fourth-quarter results Tuesday and issued mixed 2019 guidance. The Analysts Guggenheim Securities analysts Robert Gutman maintained a Buy rating on Akamai with a $78 price target. D.A. Davidson analyst Mark Kelleher...

D.A. Davidson has increased confidence in Akamai Technologies Inc. (NASDAQ: AKAM)'s strategic direction after a conversation with the cloud company's management. The Analyst D.A. Davidson's Mark Kelleher upgraded Akamai from Neutral to Buy and increased the price target from $...

Applied Optoelectronics Inc (NASDAQ: AAOI) reported Tuesday with second-quarter results that included a notable beat on the earnings line from the data center business. Here's what two Street analysts are saying after the print. The Analysts Cowen's Paul Silverstein maintained an...

Applied Optoelectronics Inc (NASDAQ: AAOI) is scheduled to report first-quarter results after Tuesday's market close and is expected to show investors it remains well-positioned to benefit from the "growing dynamic of hyperscale data centers," according to D.A. Davidson.  The...

Cybersecurity company Imperva Inc (NASDAQ: IMPV) is well-positioned for growth with a portfolio of multiple, competitive and differentiating products, according to D.A. Davidson. The Analyst D.A. Davidson's Mark Kelleher initiated coverage of Imperva's stock rating with a Buy rating...

Finisar Corporation (NASDAQ: FNSR) reported fiscal third-quarter results after the close Thursday, earning 20 cents per share on revenue of $332.403 million against Wall Street expectations of 23 cents per share and $333.2 million. The optical communications company guided its fiscal fourth-...

NetApp Inc. (NASDAQ: NTAP) reported a top-and-bottom line beat in its fiscal third quarter, but shares initially lost more than 7 percent mostly due to a decline in gross margins. The sell-off represents a buying opportunity for investors as the stock boasts significant upside, according to D.A....

NetApp Inc. (NASDAQ: NTAP) shares have run up about 65 percent over the past four months, reflecting the company's strong position in the storage market. The Analyst DA Davidson analyst Mark Kelleher downgraded NetApp from Buy to Neutral, but increased his price target from $58 to $64, with...

NetScout Systems, Inc. (NASDAQ: NTCT) released preliminary third-quarter results Wednesday. The Analyst D.A. Davidson's Mark Kelleher downgraded the stock from Buy to Neutral and reduced the price target from $37 to $27. The Thesis NetScout Systems' preliminary Q3 report was weak...

Storage and data management company NetApp Inc. (NASDAQ: NTAP) reported forecast-beating second quarter results after the close Wednesday. A non-GAAP EPS of 81 cents and net revenue of $1.42 billion comfortably beat consensus estimates, which called for 69 cents per share in earnings and $1.38...

Barracuda Networks Inc (NYSE: CUDA) shares were seen up more than 9 percent in Tuesday’s pre-market session after the company reported a big Q3 earnings beat. Barracuda reported adjusted EPS of $0.22 on $88.8 million in revenue compared to consensus Street estimates of $0.14 and $86.6 million...

Barracuda Networks Inc (NYSE: CUDA) is scheduled to report its Q3 2017 earnings results on January 9. The key figure to look out for would be “Sales and Marketing as a percentage of revenue,” DA Davidson’s Mark Kelleher said in a report. He maintains an Underperform rating on the...

With some of its competitors being acquired by larger networking companies, Aerohive Networks Inc (NYSE: HIVE) is becoming the “go-to” wireless partner for networking vendors that lack wireless solutions, said D.A. Davidson’s Mark Kelleher, in a report. Kelleher initiated coverage...