Nikolay Beliov

Zoom 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...

Twilio Inc (NYSE: TWLO) reported second-quarter results Tuesday that were favorably driven by the COVID-19 pandemic, as its customers are scrambling to accelerate their digital transformation. Here's how the Street reacted to the print.  The Twilio Analysts BofA Securities analyst...

The S&P 500 has rallied hard off its March lows, but the index remains down 12.9% year-to-date overall. The near-term economic outlook amid the COVID-19 shutdown is still unclear, creating a lot of uncertainty on Wall Street. The International Monetary Fund recently cut its 2020 global economic...

RingCentral 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...

One of the highest-growth secular tech trends of the 2020s will be cloud computing. Gartner projects global public cloud revenue will grow 17% in 2020 to $266.4 billion. Software-as-a-service (SaaS) is the largest segment, which Gartman projects will account for $116 billion in spending this year....

RingCentral Inc (NYSE: RNG) announced in October a strategic partnership with Avaya Holdings Corp (NYSE: AVYA) to introduce Avaya Cloud Office by RingCentral ("ACO") and early checks by BofA point to a positive start. The Analyst Bank of America analyst Nikolay Beliov maintains a Buy...

Atlassian Corporation PLC (NASDAQ: TEAM) doesn't need to “perform heroics” to achieve a $10 billion revenue scale by fiscal 2027-2029, with Jira sustaining 30% growth and the company using tuck-in mergers and acquisitions to augment its portfolio in the large and fragmented DevOps...

Sell-side analysts were bullish Monday on RingCentral Inc. (NYSE: RNG) following the announcement last week of a “game-changing partnership” with Avaya Holdings Corp. (NYSE: AVYA) that could dramatically boost RingCentral’s market share and stock price. Ring Central investors...

Twilio Inc (NYSE: TWLO) shares have gotten hammered of late, dropping 21.8% in the past three months. One Wall Street analyst said Monday that investors shouldn’t get too hung up on near-term issues and lose sight of the longer-term opportunity in Twilio. The Analyst Bank of America...

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...

Pivotal Software Inc (NYSE: PVTL) reported a first-quarter loss Tuesday and issued below-consensus guidance for fiscal 2020. The Analysts Morgan Stanley analyst Sanjit Singh maintained an Overweight rating on Pivotal and lowered the price target from $26 to $18. Credit Suisse analyst Brad...

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...

Twilio Inc. (NYSE: TWLO) shares traded lower by 7 percent Wednesday after the company reported a mixed fourth quarter. Twilio’s Q4 revenue growth of 77 percent exceeded consensus analyst expectations, but EPS was only in-line with consensus. Twilio shares were up nearly 30 percent year-...

Pivotal Software Inc (NYSE: PVTL) reported 30-percent year-over-year revenue growth and a narrower-than-expected loss for its fiscal third quarter on Tuesday. The Analysts Wedbush analyst Daniel Ives maintained an Outperform rating and $25 price target for Pivotal shares. Credit Suisse analyst...

Shares of Twilio Inc. (NYSE: TWLO) surged more than 30 percent after the company presented better-than-expected revenue, earnings and 2019 guidance. The Analyst Bank of America analyst Nikolay Beliov reiterated a Buy rating and increased the price target from $87 to $92. The Thesis The company...