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5 Zoom Video Analysts Break Down Q2 Earnings: 'Growth Engine Has To Shift'
Tuesday, August 31, 2021 - 3:35pm | 631Zoom Video Communications Inc (NASDAQ: ZM) shares dropped Tuesday after the telecommunication software company warned investors to expect headwinds in the second half of the year. On Monday, Zoom reported second-quarter adjusted EPS of $1.36 on revenue of $1.02 billion. Both numbers exceeded...
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Why Zoom Video's Growth Will Likely 'Surprise To The Upside' Over The Next Year
Thursday, August 26, 2021 - 11:12am | 381Zoom Video Communications Inc (NASDAQ: ZM) has the potential to be the next great platform, according to an analyst at Morgan Stanley. The Zoom Video Analyst: Morgan Stanley analyst Meta Marshall upgraded Zoom Video shares from Equal-weight to Overweight and increased the price...
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4 F5 Networks Analysts Tackle Subscription Model, Growth Trajectory, Valuation
Tuesday, July 27, 2021 - 4:50pm | 660Shares of the networking products company F5 Networks, Inc. (NASDAQ: FFIV) gained 6.2% Tuesday after it reported forecast-beating earnings for the third quarter. The F5 Networks Analysts: Needham analyst Alex Henderson reiterated a Buy rating on F5 Networks shares and increased the...
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Zoom Video Shares Pull Back After Q1 Earnings: What Do Analysts Think?
Wednesday, June 2, 2021 - 12:07pm | 624Zoom Video Communications Inc (NASDAQ: ZM) shares traded lower by 0.3% on Wednesday after the company reported blowout first-quarter earnings numbers but warned investors that a slowdown is coming in the quarters ahead. Zoom Video reported first-quarter adjusted EPS of $1.32 on $956.2 million in...
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Zoom Video Analysts Cautious Following Earnings Beat: 'Rich Multiple Given Implied Deceleration'
Tuesday, March 2, 2021 - 1:20pm | 628Zoom Video Communications Inc (NASDAQ: ZM) shares are up 13.2% this week after the company reported better-than-expected fourth-quarter earnings numbers and issued bullish guidance for 2021. For the fourth quarter, Zoom reported adjusted EPS of $1.22 on $882.5 million in revenue. Both numbers beat...
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Cisco Analysts On COVID-19 Recovery, Challenges, Valuation After Q2 Print
Wednesday, February 10, 2021 - 1:00pm | 957Cisco Systems, Inc. (NASDAQ: CSCO) reported second-quarter results late Wednesday that came in ahead of expectations. Here's what the Street has to say. The Cisco Analysts: Morgan Stanley analyst Meta Marshall maintained an Overweight rating and $54 price target for Cisco shares....
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Zoom's Stock Takes Pause Shooting To The Moon: Analysts React To Q3 Beat
Tuesday, December 1, 2020 - 2:02pm | 756Zoom Video Communications Inc (NASDAQ: ZM) reported third-quarter results that came in better than expected but investors appear to be disappointed based on the 14% selloff. The Analysts: Rosenblatt Securities analyst Ryan Koontz maintains a Neutral rating on Zoom's stock with a price...
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After Cisco's Q1 Report, Analysts Talk Easier Comps, Discounted Valuation, Spending Rebound
Friday, November 13, 2020 - 2:36pm | 1027Cisco Systems, Inc. (NASDAQ: CSCO) shares are trading solidly higher after the networking giant reported strongly quarterly results and issued an upbeat forecast for the running quarter. The Cisco Analysts: Morgan Stanley analyst Meta Marshall maintained an Overweight rating and $54 price target...
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Analysts On Twilio Investor Day: 'More Confidence In Owning TWLO For The Next Decade'
Friday, October 2, 2020 - 1:22pm | 505Twilio Inc (NYSE: TWLO) shares hit new 52-week highs on Friday after jumping more than 13% in response to a guidance hike during Thursday’s investor day event. In August, Twilio guided for third-quarter revenue of between $401 million and $406 million, but the company said it now expects...
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Takeaways From 6 Zoom Video Analysts On Work-From-Home Stock's Big Q2 Beat
Tuesday, September 1, 2020 - 11:15am | 692Zoom Video Communications (NASDAQ: ZM) reported a blowout second quarter Monday that saw revenue up 355%. The company’s customer base grew by 458% to 370,200. Here's what the Street has to say. The Zoom Analysts: BTIG analyst Matt VanVliet upgraded Zoom from Neutral to Buy and added...
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Zoom Video Analyst Says Growth Is More Than A Coronavirus Bump: 'Lasting Paradigm Change'
Tuesday, June 23, 2020 - 2:10pm | 355While Zoom Video Communications Inc (NASDAQ: ZM) is benefiting from increased video calls in the COVID-19 environment, and video adoption is unlikely to decelerate anytime soon, according to Morgan Stanley. The Zoom Analyst: Meta Marshall maintained an Equal-Weight rating on Zoom Video...
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Twilio Analysts Hike Price Targets As Cloud Company Reports Beat-And-Raise Quarter During Pandemic
Thursday, May 7, 2020 - 11:16am | 832Twilio Inc (NYSE: TWLO), a cloud communications platform-as-a-service company, reported stellar first-quarter results Wednesday, sending its shares higher into record territory. The Twilio Analysts Wells Fargo Securities analyst Michael Turrin maintained an Overweight rating on Twilio shares and...
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Zoom Video Investors Cheer Q4 Results, Analysts Stay Conservative
Thursday, March 5, 2020 - 12:11pm | 602Zoom Video Communications, Inc. (NASDAQ: ZM) reported fourth-quarter results highlighted by an earnings and revenue beat. Zoom Video Creported quarterly earnings of 15 cents per share, which beat the analyst consensus estimate of 7 cents. The company reported quarterly sales of $188.3 million,...
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RingCentral Hits New All-Time High: Here's What The Street Has To Say
Tuesday, February 11, 2020 - 2:20pm | 607RingCentral Inc (NYSE: RNG) reported fourth-quarter results which sent shares flying to new all-time highs. Here is a summary of how some of the Street's top analysts reacted to the print. Review Ring's fourth quarter was highlighted by a subscription revenue beat of 5% versus a historical...
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Twilio's 2020 Outlook Has Investors Worried: What Does The Street Think?
Thursday, February 6, 2020 - 3:20pm | 543Cloud communications platform provider Twilio Inc (NYSE: TWLO) reported fourth-quarter results that came in better than expected, but 2020 guidance has some investors concerned. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Wells Fargo analyst...