-
Oracle Analyst Issues Downgrade As $10B In Quarterly Buybacks Come To A Close
Tuesday, June 18, 2019 - 12:25pm | 435Oracle Corporation (NASDAQ: ORCL) was downgraded Tuesday by Macquarie, but the sell-side firm noted that it's not as bearish as the Street on the tech stock. The Analyst Macquarie Research analyst Sarah Hindlian downgraded Oracle from Outperform to Neutral and lowered the price...
-
Buy Microsoft For 'Defensive Positioning', Macquarie Says In Upgrade
Friday, October 12, 2018 - 8:39am | 351At a time when the broader market is showing extreme volatility, investors may want to consider buying Microsoft Corporation (NASDAQ: MSFT) as it offers "better defensive positioning." The Analyst Macquarie Research's Sarah Hindlian's upgraded Microsoft from Neutral to Overweight...
-
Should Investors Buy The Dip In Dropbox? 4 Analysts Weigh In
Friday, August 10, 2018 - 3:48pm | 718Dropbox Inc (NASDAQ: DBX) shares moved lower in reaction to second-quarter results that came in better-than-expected but were accompanied by an announcement of Chief Operating Officer Dennis Woodside's departure. Should investors take advantage of the dip? Four street...
-
Microsoft Showing Shareholders A Lot Of Love With Dividend Increases, Buybacks
Thursday, September 22, 2016 - 3:52pm | 398Macquarie Research expects Microsoft Corporation (NASDAQ: MSFT) to maintain its pace of cash return to its shareholders. Currently, the software major is engaged in $3.5 billion cash return per quarter. The comments come on the heels of the company disclosing a fresh $40 billion share buyback...
-
Oracle Expected To Report An In-line Quarter, Says Macquarie
Wednesday, September 14, 2016 - 2:14pm | 403Although Oracle Corporation (NYSE: ORCL)'s earnings missed estimates in the fourth quarter, Macquarie expects the company to report in-line results for the first quarter. The company is scheduled to announce its results on Thursday after the market closes. Analysts Sarah Hindlian and Frederick...
-
Salesforce Remains A Top Pick At Macquarie Ahead Of Earnings
Tuesday, August 30, 2016 - 3:06pm | 321Salesforce.com, Inc. (NYSE: CRM) remains a Top Pick at Macquarie ahead of the company's second quarter earnings on August 31. Wall Street consensus calls for earnings of $0.22 a share on revenue of $2.02 billion. The company had met or beat consensus revenue and EPS estimates in each quarter...
-
Why This Analyst Sees A Buying Opportunity In ServiceNow Shares
Tuesday, April 26, 2016 - 10:08am | 273ServiceNow Inc (NYSE: NOW) provides "the greatest balance of high growth, expanding margins, and increasing free cash flow," according to a note from Macquarie's Sarah Hindlian, who initiated coverage of the stock with an Outperform rating and $81 price target. "Following growing pains FY'15 and...
-
Macquarie Sees Qlik Technologies As The Top Mid Cap Pick In Enterprise Software Group
Tuesday, April 26, 2016 - 9:51am | 232Qlik Technologies Inc (NASDAQ: QLIK) shares have been trending lower in 2016 and are down 11 percent year-to-date. Macquarie’s Sarah Hindlian initiated coverage of Qlik Technologies with an Outperform rating and a price target of $38. Analyst Sarah Hindlian said that Qlik Technologies...
-
Salesforce.com Is Macquarie's Overall Top Pick In Enterprise Software
Tuesday, April 26, 2016 - 9:47am | 312Macquarie’s Sarah Hindlian expects salesforce.com, inc. (NYSE: CRM) to witness a robust FY16, with the launch of its new user interface, ongoing margin expansion and price increases. Hindlian maintains an Outperform rating on the company, with a price target of $92. Price Hikes Naming...
-
Macquarie's New Price Target On Oracle Represents ~14% Upside
Tuesday, April 26, 2016 - 9:31am | 313Macquarie’s Sarah Hindlian believes Oracle Corporation (NYSE: ORCL)'s revenues and EPS are set to inflect and stabilize in FY17 and FY18. Hindlian maintains an Outperform rating on the company, with a price target of $46, which represents 14 percent upside from the current stock valuation....
-
Macquarie Initiates Splunk With Outperform Rating, $59 Price Target
Tuesday, April 26, 2016 - 9:12am | 209Splunk Inc (NASDAQ: SPLK) shares have been trending lower over the past 12 months and are down 24 percent. Macquarie’s Sarah Hindlian initiated coverage of Splunk with an Outperform rating and a price target of $59. Splunk is the only easy-to-use, rapidly deployable, on premise-or cloud...
-
Macquarie Says Sell Workday Shares, Sees As Top Short In Enterprise Software
Tuesday, April 26, 2016 - 9:05am | 257Workday Inc (NYSE: WDAY) shares have gained 6 percent since March 28. Macquarie’s Sarah Hindlian maintained an Underperform rating for the company, with a price target of $49 saying that the shares seem to be reflecting an “unrealistic outcome in the ERP/Financial market.”...
-
Facebook's Q3 Earnings Are Out On Wednesday: Here Is What You Need To Know
Tuesday, November 3, 2015 - 4:12pm | 844Shares of Facebook Inc (NASDAQ: FB) broke above the $100 per share mark in late October and are higher by nearly 40 percent from a year ago. The company is scheduled to report its third-quarter results on Wednesday afternoon. Analysts are mostly positive ahead of the print and expect the...
-
These Analysts Are Buying Facebook On Any Dip
Monday, November 2, 2015 - 9:16am | 372Shares of Facebook Inc (NASDAQ: FB) has appreciated 28.72 percent year-to-date, reaching a high of $104.88 on October 29. Brean Capital’s Sarah Hindlian has maintained a Buy rating on the company, with a price target of $111. Hindlian expects the company to post a slight upside to...
-
Not All Of Wall Street Is Convinced Following LinkedIn's Better-Than-Expected Q3 Earnings
Friday, October 30, 2015 - 1:53pm | 959Shares of LinkedIn Corp (NYSE: LNKD) spiked higher by more than 12 percent Friday morning. LinkedIn reported a top and bottom line beat in its third-quarter results. Wall Street analysts were mostly bullish and positive, although several firms maintained a cautious stance. Shares of LinkedIn...