-
Buy Palo Alto On Weakness, Wunderlich Says
Friday, May 27, 2016 - 11:11am | 306Read More...With Palo Alto Networks Inc (NYSE: PANW) reporting mixed 3Q results, Wunderlich’s Rob Breza believes the metrics are likely to split investor sentiment. Breza reiterated a Buy rating on the company, with a price target of $190. Bulls & Bears Will Pick Sides Following the beat revenue and...
-
A Salesforce To Be Reckoned With, Says Wunderlich
Thursday, May 19, 2016 - 8:30am | 295Read More...salesforce.com, inc. (NYSE: CRM) reported another quarter of strong results, and raised guidance. Wunderlich’s Rob Breza maintained a Buy rating for the company, while raising the price target from $93 to $101. The analyst commented that the company continued to execute well across the...
-
Wunderlich Lowers Tableau's Price Target To $656, Still Buying The Stock
Friday, May 6, 2016 - 10:20am | 263Read More...Tableau Software Inc (NYSE: DATA) reported its 1Q revenue and EPS ahead of expectations. Wunderlich’s Rob Breza reiterated a Buy rating for the company, while lowering the price target from $75 to $65. Outperformance In 1Q Tableau Software reported its 1Q revenue at $171.7M, marginally...
-
5 Reasons Palo Alto Networks Is A New Buy At Wunderlich
Tuesday, April 26, 2016 - 11:25am | 261Read More...Wunderlich’s Rob Breza believes that Palo Alto Networks Inc (NYSE: PANW) continues to gain robust market share, along with solid growth and margin expansion. Breza upgraded the rating on the company from Hold to Buy, with a price target of $190, which represents 27 percent upside from the...
-
Intrexon Can Make Hundreds Of Millions From Zika Virus Treatment
Wednesday, February 17, 2016 - 10:12am | 313Read More...Intrexon Corp (NYSE: XON) shares have been volatile in recent months and are down 36 percent since August 17. Wunderlich’s Rob Breza maintained a Buy rating for the company, with a price target of $50. Intrexon’s efforts to set up a facility to combat the Zika virus and...
-
This Is Weighing On FireEye Ahead Of Earnings
Wednesday, January 20, 2016 - 11:33am | 319Read More...The share price of FireEye Inc (NASDAQ: FEYE) has declined 69.07 percent over the past six months, to a low of $15.23 on January 19. Wunderlich’s Rob Breza has maintained a Buy rating on the company, while lowering the price target from $32 to $21. The price target has been reduced...
-
Workday Hosted Its Annual Conference And Analyst Event: Here's What Wall Street Is Saying
Wednesday, September 30, 2015 - 3:26pm | 692Read More...Shares of Workday Inc (NYSE: WDAY) lost more than 5 percent Wednesday. The company hosted a presentation and analyst meeting on Tuesday. Analyst reaction to the presentation was mixed. Shares of Workday lost more than 5 percent during Wednesday's morning trading session after the company hosted...
-
The Approaching 'Vast Opportunity' For Intrexon
Wednesday, September 30, 2015 - 11:12am | 328Read More...Intrexon Corp. (NYSE: XON) has seen a 10.6 percent increase in its share price year to date, with the shares achieving a high of $68.71 on August 5. Wunderlich’s Rob Breza has reiterated a Buy rating and price target of $70 on the company. Following investor meetings with Intrexon,...
-
Wunderlich Reiterates Neutral On Microsoft, Cites Several Issues
Wednesday, September 23, 2015 - 12:25pm | 345Read More...Shares of Microsoft Corporation (NASDAQ: MSFT) have declined 6.49 percent year-to-date, while rising 2.09 percent over the past month. Wunderlich’s Rob Breza maintained a Hold rating and price target of $50 on the company. While the PC market is expected to remain under pressure,...
-
Wunderlich's Breza Offers Defense On Tableau Software; Maintains Buy, $130 Price Target Amid 33% Sell-Off
Wednesday, September 23, 2015 - 10:10am | 279Read More...Tableau Software Inc (NYSE: DATA) shares touched a high of $126.34 on July 17, but are down 31 percent since June 23. Wunderlich’s Rob Breza maintained a Buy rating on the company, with a price target of $130. High growth rates and superior products warrant a premium valuation for...
-
'Hats Off' To Palo Alto: Wunderlich
Thursday, September 10, 2015 - 7:54am | 282Read More...Palo Alto Networks Inc (NYSE: PANW) stock has risen 35.59 percent year-to-date. Wunderlich’s Rob Breza has maintained a Hold rating on the company, while raising the price target from $180 to $190. Palo Alto has delivered another quarter of robust topline growth and improving...
-
Top Small-Cap Pick With An Expected Reversal: Opower
Monday, August 31, 2015 - 10:58am | 311Read More...Opower Inc (NYSE: OPWR) shares have lost 43 percent over the past year, after having peaked at $19.36 in September 2014. Wunderlich’s Rob Breza maintained a Buy rating for the company, with a price target of $16. The company is poised for revenue acceleration and improved bookings...
-
Tableau And FireEye Just Disappointed Investors… Will Others Follow Suit?
Monday, August 3, 2015 - 8:10am | 371Read More...In a report published Monday, Wunderlich analyst Rob Breza commented on the Enterprise Software segment, noting that the earnings season kicked off with "strong fundamentals combined with low expectations" from Check Point Software Technologies Ltd. (NASDAQ: CHKP) and Fortinet Inc (...
-
Don't Mind FireEye's CFO Departure, Here's Why The Stock Is Still A Buy
Friday, July 31, 2015 - 7:46am | 494Read More...Shares of FireEye Inc (NASDAQ: FEYE) have drifted lower after reporting quarterly earnings. FireEye's encouraging numbers might have overshadowed the company's earnings beat, but analysts aren't fazed. Wedbush: CFO Departure ‘Takes Off Some Shine,' Still A Buy Steve...
-
Tableau Software Story Is 'Unbroken,' Wall Street Bulls Say
Wednesday, July 29, 2015 - 3:06pm | 328Read More...Shares of Tableau Software Inc (NYSE: DATA) were down 14 percent on Wednesday. The company announced second quarter financial results that surpassed the Street’s expectations. The software provider reported earnings of $0.07 per share on revenue of $149.86 million, while experts were...
