Brent Bracelin

Adobe Analysts Highlight AI Growth, Demand Trends: 'Could Mark An Inflection' In Investor Perception

Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts

MongoDB's Solid Q4 Overshadowed By Weak FY26 Guidance, Expects Non-Atlas Headwinds

Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts

MongoDB's Solid Q4 Overshadowed By Weak FY26 Guidance, Expects Non-Atlas Headwinds

Workday Posts Q4 Beat, Guidance Suggests Another Slowdown In Revenue Growth: Analysts

HubSpot Posts Solid Q4: AI To 'Reinforce Value Of Multi-Cloud Platforms,' Analysts Say

Workday Posts Q4 Beat, Guidance Suggests Another Slowdown In Revenue Growth: Analysts

HubSpot Posts Solid Q4: AI To 'Reinforce Value Of Multi-Cloud Platforms,' Analysts Say

Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'

ServiceTitan Stock Tanks Despite Strong Q3, Analysts Highlight 'Durable Growth Trajectory'

Brent Bracelin Recent News

Adobe Analysts Split After Strong Q4, Weak 2025 Guidance

Adobe Inc's shares tanked despite upbeat Q4 results amid exciting earnings season. Piper Sandler, Oppenheimer, Goldman Sachs remain bullish.

Adobe Q4 Earnings Preview: Analyst Says Investors May Be Missing Healthy Subscriber Growth

A look at earnings estimates from analysts for Adobe's Q4 financial results and why one analyst thinks investors are underestimating the stock.

Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'

S&P 500 company Salesforce reports Q3 results with a revenue beat and AI driving transformative growth. Analysts remain bullish.

Salesforce Q3 Earnings Preview: Analyst Says 'Transitional Year' Ahead, Recommends Buying The Dip

Salesforce stock is up 29% year-to-date in 2024. Analysts see more upside ahead. Here's a look at the earnings estimates.

Microsoft 'In Major Growth Mode,' Not Slowing Down: 4 Analysts See Strong Azure Demand, AI Monetization Efforts

Microsoft stock fell after guidance disappointed investors. Analysts see strong demand and AI revenue opportunities for the future.

Microsoft Q1 Earnings Preview: What Investors Should Watch In Cloud, AI, Azure On Wednesday

Microsoft will likely highlight Azure, Cloud and AI growth when the company reports Q1 results Wednesday, Oct. 30.

SAP Beats Q3 Expectations, Analysts Expect 'Big Cash-Flow Ramp In 2025'

SAP's Q3 results beat expectations, with strong cloud ERP growth. The company reaffirmed Ambition 2025 targets. Analysts have positive outlook with higher price targets.

Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference

A new Firefly video product and a change to revenue guidance are the highlights most discussed by analysts from Adobe's MAX Creativity Conference.

Adobe Stock Tanks On Disappointing Q4 Guidance: Why These Analysts Say Reaction Was 'Overblown'

Adobe stock weakness "is an overreaction," one analyst says. At least seven firms are maintaining their price targets.

Asana Reports Mixed Q2 Results, Management Guidance 'Disappointing Overall,' Says Analyst, Implies Lower 2H Growth

Shares of Asana Inc tanked despite upbeat Q2 EPS. Analysts have mixed views, with some cutting price targets and citing high expenses and reduction in guidance.

Salesforce Beats Q2 Earnings, 6 Analysts Raise Forecasts For This 'Under-Appreciated AI Winner'

Salesforce reported upbeat Q2 results with strong demand, customer growth, and AI deals. Analysts see potential for more growth.

Jim Cramer Says 'Real Deal Acceleration' As Salesforce's Benioff Flaunts 'Unstoppable' Growth — But Here's Why This Analyst Prefers To Stay On Sidelines

Salesforce shares rose in Wednesday's after-hours as the company impressed traders with what Piper Sandler describes as "better-than-feared" results.

Microsoft Stock Slide From Azure Weakness Brushed Off By Analysts: 'Azure Has Solid Pipeline, AI Has Long Runaway Ahead'

Microsoft stock fell after Q4 earnings as investors digested the impact of lower Azure revenue growth. Analysts share their take on future AI and Azure growth.

Microsoft Stock Has Further Room To Run, Says Analyst, As Software Giant Remains On Track To Hit $200B Cloud Revenue In 2 Years

Microsoft is a week away from reporting its fiscal year fourth-quarter results, and an analyst is upbeat about this business segment.

Oracle Rides Strong On The AI Wave, Despite Q4 Revenue Miss: 8 Analysts' Insights

Oracle's Q4 results reveal strong performance in AI sector, with analysts predicting continued growth and raising price targets for stock.

Does Workday Have 'Some Pockets Of Strength'? 11 Analysts Look At Q1 Results, Outlook

Workday shares fall despite upbeat earnings in early trading. BofA Securities, Stifel, Piper Sandler, Mizuho Securities cut forecasts on macro pressure, slower growth and deal scrutiny.

Why Did Snowflake Cut Margin Outlook After A Solid Q1? 11 Analysts Dive Deeper

Snowflake reported "strong" results for the quarter, with product revenue growing 34% year-on-year to $789.6 million.

Microsoft's Azure Strength Could Rub Off On This Warren Buffett-Backed Stock And Another Big Cloud Player, Says Analyst

Commenting on the Azure performance, Piper Sandler's Brent Bracelin said the 31% growth exceeded the guidance for a 28% increase.

Microsoft Analyst Says Q3 Print From 'Favorite AI Superstar' May Boost Bullish Outlook, Sees Azure Raking In Whopping $76B Annual Revenue

Piper Sandler analyst Brent Bracelin maintained an Overweight rating and a $455 price target for the stock.

Adobe's AI Roadmap In Focus: These Analysts Provide Their Takeaways From The Adobe Summit

Adobe Inc. (NASDAQ: ADBE) on Monday kicked off the Adobe Summit, which is scheduled through March 28 and had already seen the unveiling of GenS

Adobe Q1 Earnings Preview: Analysts See Strong Growth Trends, Spotlight On 'Generative AI-Enabled Suite'

Artificial intelligence could help and hurt Adobe products. Here's a look at what analysts are saying ahead of Q1 earnings.

Is Asana Choosing Growth Over Profits? 4 Analysts Drill Down Into Q4 Results

Shares of Asana Inc (NYSE: ASAN) were tanking on Tuesday, even after the company reported upbeat fourth-quarter results.

Salesforce Gains Momentum With GenAI Platform, Here's What 9 Analysts Have To Say

Shares of Salesforce Inc (NYSE: CRM) rose in premarket trading on Thursday, after the company reported higher-than-expected sales and earnings for the fourth quarter

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