Yun Kim

Estimates for Salesforce.com, inc. (NYSE: CRM) have been de-risked to reflect slowing large deal activity, while mid-sized deal activity has accelerated, according to Loop Capital. The Salesforce Analyst: Yun Kim upgraded Salesforce from Sell to Hold and established a $225 price target. The...

The COVID-19 pandemic has impacted companies, their financials and spending plans, and the software sector is no exception. An analyst at Rosenblatt Securities singled out a few companies that could weather the adversity better than others. The Datadog, Splunk, Zscaler Analyst Analyst Yun Kim has...

The cloud-based planning software provider Anaplan Inc's (NYSE: PLAN) near-term as well as long-term growth prospects are encouraging, according to Rosenblatt Securities. The Analyst Yun Kim has a Buy rating on Anaplan with a $71 price target. Anaplan's 'Enterprise-Ready...

Since 2016, Twitter Inc (NYSE: TWTR) shares have been rangebound between $15 and $25. Amid the range bound movement, the shares saw a mini-downtrend since mid-February this year following the release of lackluster fourth-quarter revenues and below-consensus forward guidance. Mixed Technicals In a...

Intuit Inc. (NASDAQ: INTU) is a provider of business and financial management solutions and one of its prominent products is QuickBooks Online (QBO), an easy to use accounting software for individuals and small businesses. In a research report on Wednesday, Yun Kim of Brean Capital maintained a Buy...

Varonis Systems Inc (NASDAQ: VRNS) has recorded license revenue growth of more than 30 percent over the last four quarters. The company should be able to “easily extend its current six straight quarter of solid, consistent quarterly execution in 2017, which should lead to shares commanding...

During a visit to PTC Inc (NASDAQ: PTC), chief financial officer Andy Miller said the company’s subscription model transition was well ahead of the original schedule and the current maintenance-to-subscription conversion program was boosting overall revenue, Brean Capital’s Yun Kim...

Workday Inc (NYSE: WDAY) reported its FQ3 results ahead of the consensus, estimates and guidance, while issuing weak guidance for FQ4 and FY 2018. Brean Capital’s Yun Kim maintains a Sell rating on the company, with a price target of $62. Rising Uncertainty “What's perhaps...

Brean Capital warns that Workday Inc (NYSE: WDAY)’s FY 2018 revenue growth guidance (at 31 percent) as well as Street's 29 percent FY 2018 billings growth estimate could be at risk, as its checks point to slowing traction for the company’s human capital management and financial...

Salesforce.com, inc. (NYSE: CRM) is getting rave reviews for its Q3 show, with the analyst community singing paeans about its fundamental strength and prospects. Q3 Results: Beat And A Raise Below are the highlights from the print: Salesforce.com reported second-quarter non-GAAP earnings of $0....

Brean Capital believes salesforce.com, inc. (NYSE: CRM) is at an inflection point to replace SAP SE (ADR) (NYSE: SAP) and Oracle Corporation (NYSE: ORCL) as the “de facto” standard in enterprise business apps, as all “large global system integrators have begun to invest...

Brean Capital expects an at least in-line result from salesforce.com, inc. (NYSE: CRM) when it reports its third-quarter numbers on November 17, driven by strong enterprise demand and increasing traction with large global system integrators. Quarter Expectations The Street expects EPS of $0.21 on...