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Twilio Can Generate Around 10% Growth With Margin Expansion, Says Bullish Analyst
Monday, February 24, 2025 - 11:40am | 304Shares of Twilio Inc (NYSE:TWLO) were rising in early trading on Monday after having lost almost 15% over the past month. The company has the ability to generate double-digit growth and improve operating margins, driven by cross-sell motions, according to Morgan Stanley. The Twilio Analyst: Meta...
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Cisco Systems Analysts Raise Forecasts On 'Meaningful Traction' Across 3 AI Investments
Thursday, November 14, 2024 - 11:44am | 544Shares of Cisco Systems Inc (NASDAQ:CSCO) declined in early trading on Thursday, even after the company reported upbeat fiscal first-quarter earnings. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Michael Ng maintained...
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Zoom Unveils AI Companion At Zoomtopia 2023, But Analysts Differ On The Prospects
Wednesday, October 4, 2023 - 12:28pm | 513Strengthening its competition with Microsoft Corp’s (NASDAQ: MSFT) Teams and taking on Alphabet Inc’s (NASDAQ: GOOGL) Google Docs, Zoom Video Communications Inc (NASDAQ: ZM) unveiled AI-powered innovations at Zoomtopia 2023. Here’s a look at key takeaways from these analysts....
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Cisco Systems Is 'A Shelter In The Storm': 5 Analysts Deep Dive Into FQ4 Print
Thursday, August 17, 2023 - 11:06am | 610Shares of Cisco Systems Inc (NASDAQ: CSCO) were rising on Thursday, after the company reported higher-than-expected revenues and earnings for its fiscal fourth quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Morgan Stanley...
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Analysts Divided On Zoom's Future: Solid Performance Marred By Growth Concerns
Tuesday, May 23, 2023 - 12:21pm | 655Shares of Zoom Video Communications Inc (NASDAQ: ZM) tanked in early trading on Tuesday, despite the company reporting upbeat revenues and earnings for its first quarter. The report came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Morgan Stanley...
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Twilio 'Failed To Impress' And Faces A 'Long Turnaround' — 4 Analysts On Q1 Print
Wednesday, May 10, 2023 - 11:51am | 531Shares of Twilio Inc (NYSE: TWLO) tanked in early trading on Wednesday, despite the company reporting first-quarter results and issued weak guidance. The report came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Morgan Stanley analyst Meta...
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Zoom's Growth Stalls In 'More Challenging Macro Environment': What 5 Analysts Say Comes Next After Q4 Earnings
Tuesday, February 28, 2023 - 12:12pm | 648Technology company Zoom Video Communications (NASDAQ: ZM) reported fourth-quarter financial results that came in ahead of Street estimates Monday after the market close. The company also issued first-quarter and full year guidance. Here’s a look at what analysts are saying after the print....
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6 Zoom Analysts Offer Key Takeaways After Stock Plummets On Heels Of Q3 Earnings
Tuesday, November 22, 2022 - 12:57pm | 693Shares of Zoom Video Communications Inc (NASDAQ: ZM) nosedived on Monday, after the company reported its quarterly results. Morgan Stanley Analyst Meta Marshall maintained an Equal-Weight rating, while reducing its price target from $90 to $85. Zoom Video’s quarterly results were “...
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5 Cisco Analysts On Earnings Beat: Results 'Good' But There's A Worrisome Trend
Thursday, November 17, 2022 - 11:31am | 557While Cisco Systems Inc (NASDAQ: CSCO) Wednesday reported a beat and raise quarter, it’s worth looking at its current and long-term debt. Morgan Stanley Analyst Meta Marshall maintained an Equal-Weight rating and price target of $48. “CSCO posted FQ1 upside as supply chain loosened,...
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Why 5 Twilio Analysts Are Slashing Price Targets After Earnings
Friday, November 4, 2022 - 10:52am | 574Shares of Twilio Inc (NYSE: TWLO) Thursday tumbled on disappointing quarterly revenue and projections. BofA Securities On Twilio Analyst Michael Funk reiterated an Underperform rating while reducing the price target from $85 to $70. “We believe management is making the correct strategic...
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Zoom Had Disappointing Quarter, Faces Transition Year: Here's Why Some Analysts Are Cutting Price Targets
Tuesday, August 23, 2022 - 6:44pm | 823Video communications company Zoom Video Communications Inc (NASDAQ: ZM) reported earnings per share (EPS) that beat Street estimates and revenue which missed Street estimates on Monday. Analysts sized up the latest quarterly report and the company’s guidance. The Zoom Video Analysts...
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Why This Ciena Analyst Sees 'Opportunity For Meaningful Growth' Ahead
Friday, August 12, 2022 - 11:44am | 243Ciena Corporation (NYSE: CIEN) is set up well for the coming quarters, with pent up demand for high-speed networks and the easing of supply chain headwinds, according to Morgan Stanley. The Ciena Analyst: Meta Marshall upgraded Ciena from Equal-Weight to Overweight and raised the price target from...
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Zoom Beats Estimates, But Could Have Rough Year: What 8 Analysts Have To Say
Tuesday, May 24, 2022 - 4:59pm | 752Quarterly revenue and earnings per share from Zoom Video Communications (NASDAQ: ZM) came in better than anticipated from analysts. Here are the key takeaways from analysts on what’s next for the video technology company. The Zoom Analysts: Bank of America analyst Michael Funk has a...
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'Still A Second-Half Story': Twilio Analysts React To Mixed Q1 Earnings
Friday, May 6, 2022 - 11:09am | 619Twilio Inc (NYSE: TWLO) shares dropped 2.7% on Thursday after the company reported conservative second-quarter guidance. On Wednesday, Twilio reported an adjusted first-quarter EPS loss of $1.23, missing consensus analyst estimates of a 21-cent loss. Revenue for the quarter was $875.4 million,...
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Zoom Video Analysts React To Slowing Growth, Valuation Reset After Big Stock Drop
Tuesday, November 23, 2021 - 6:11pm | 717Zoom Video Communications Inc (NASDAQ: ZM) shares dropped 17.4% Tuesday after the company reported yet another quarter of falling revenue growth numbers. On Monday, Zoom Video reported adjusted third-quarter EPS of $1.11 on revenue of $1.05 billion. Both numbers exceeded consensus analyst estimates...