Meta Marshall

Zoom Video Communications Inc. (NASDAQ: ZM) lost a bit of the zoom in its growth trajectory in the third quarter, spooking investors. Sell-side analysts said the company's communications story remains strong, though the stock price may already reflect it. The Analysts Morgan Stanley's Meta...

The bullish case for Lumentum Holdings Inc (NASDAQ: LITE) has come to an end, and the company needs to outperform in the 3D market for further sustainable growth, according to Morgan Stanley. The Analyst Meta Marshall downgraded Lumentum from Overweight to Equal-weight with a price target lifted...

Enterprise CPaaS company Bandwidth Inc (NASDAQ: BAND) boasts a cost-effective, flexible and responsive solution platform and counts some of the most "demanding" corporate giants as customers. However, there is a misconception between what the company is and what investors think it is,...

Shares of Twilio Inc (NYSE: TWLO) are trading near six-month lows, and the recent pullback may be a function of "confusion" related to its growth outlook, according to Morgan Stanley. The Analyst Meta Marshall upgraded Twilio from Equal-weight to Overweight with a price target lifted...

The video-first, unified communications platform company Zoom Video Communications Inc (NASDAQ: ZM) reported second-quarter results Thursday that were highlighted by revenue that nearly doubled year-over-year and a surprise profit. Here's how the Street reacted.  JMP: Much To...

Twilio Inc (NYSE: TWLO) reported in-line second-quarter EPS and revenue above analyst expectations. The company also issued third-quarter guidance above consensus estimates and said it reached a $1 billion annual revenue run rate in the second quarter for the first time. Twilio is up 56% year to...

Twilio Inc (NASDAQ: TWLO) stock dropped 4 percent Wednesday after the company reported first-quarter earnings and revenue beats. Twilio reported a first-quarter net loss of $36.5 million, a 54 percent wider loss than the same quarter a year ago. Adjusted EPS was 5 cents, slightly above consensus...

The bullish case for Lumentum Holdings Inc (NASDAQ: LITE) can't me made today, but the optical stock could become more attractive if consensus estimates are lowered, according to Morgan Stanley. The Analyst Analyst Meta Marshall maintains an Equal-weight rating on Lumentum Holdings...

Optical component manufacturers present a bullish opportunity in 2019 but are less attractive investments in the near-term, according to Morgan Stanley. The Analyst Analyst Meta Marshall downgraded shares of Finisar Corporation (NASDAQ: FNSR) from Overweight to Equal-weight and maintained a...

A sharp price decline in Casa Systems Inc (NASDAQ: CASA) — driven by a secondary offering prior to lockup expiration in April and first-quarter results in May — has begun to overly discount not only the company's expansion opportunities, but its core cable business, according to...

II-VI, Inc. (NASDAQ: IIVI) remains a "premier business with premium valuation," but the stock's recent move higher implies that now is a good time for investors to stay neutral, according to Morgan Stanley. The Analyst Morgan Stanley's Meta Marshall downgraded IIVI from...

Communication platform Bandwidth Inc (NASDAQ: BAND) made its public market debut on the Nasdaq in November when it offered about 4 million shares in an IPO. The Analyst Morgan Stanley analyst Meta Marshall downgraded Bandwith from Overweight to Equal-weight and maintained a $40...

Ciena Corporation (NYSE: CIEN) caught an upgrade after a new analyst report says the company can outgrow the market. The Analyst Morgan Stanley Meta Marshall upgraded from Equal-Weight to Overweight, and raised his price target from $29 to $30. The Thesis Ciena’s WaveLogic AI and global scale...

Optoelectronics company Finisar Corporation (NASDAQ: FNSR) reported Thursday afternoon with disappointing fiscal fourth-quarter results, but that shouldn't alter the bullish long-term thesis, according to Morgan Stanley. The Analyst Morgan Stanley's Meta Marshall maintains an...

Despite positives such as better North American service provider spending and longer-term upside arising from technology transitions, Morgan Stanley prefers to stay on the sidelines of the telecom stock Commscope Holding Company Inc (NASDAQ: COMM). The Analyst Analyst Meta Marshall...