Brent Bracelin

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

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

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

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

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

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

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

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

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

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

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

Brent Bracelin Recent News

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

Unity Software Downgraded On Heels Of Portfolio Reset, 5 Analysts Provide Key Takeaways

Shares of Unity Software Inc (NYSE: U) tanked in early trading on Tuesday, after the company reported a higher-than-expected loss for the fourth quarter.

Microsoft Enjoys 'First-Mover Advantage' As AI Revenue Doubles, 5 Analysts Explore Q2 Print

Shares of Microsoft Corp (NASDAQ: MSFT) came under pressure early trading on Wednesday, even after the company reported higher-than-expected quarterly results.

Adobe Shares Slide After Q4 Print, But These Analysts Are Optimistic About GenAI Tailwinds

Adobe Inc (NASDAQ: ADBE) shares tanked in early trading on Thursday, even after the company reported upbeat fiscal fourth-quarter results.

Adobe Shares Dip After-Hours On Soft Guidance — But Analyst Foresees 'Meaningful Upside' In 2024 On Generative AI Momentum

Bracelin highlighted Adobe's robust fourth-quarter results, citing four consecutive quarters of 13% currency-neutral growth.

4 Oracle Analysts Dive Into Q2 Print: Why Last Quarter's Revenue Drag Persisted

Shares of Oracle Corp (NYSE: ORCL) tanked in early trading on Tuesday, after the company reported disappointing second-quarter sales.

MongoDB Shares Continue To Tank On Q3 Print: Why These Analysts Are Encouraged By Results

MongoDB Inc (NASDAQ: MDB) shares tanked in early trading on Wednesday despite the company reporting upbeat third-quarter results.

Asana Shares Tumble Despite Revenue Beat — 3 Analysts Deep Dive Into Q3 Print

Shares of Asana Inc (NYSE: ASAN) tanked in early trading on Wednesday, even after the company reported better-than-expected third-quarter results.

Snowflake's Solid Q3 Driven By Strongest Consumption Activity In 2 Years: 9 Of 10 Analysts Raise Their Price Targets

Snowflake Inc (NYSE: SNOW) shares were climbing in early trading on Thursday after the company reported upbeat third-quarter results.

Unity Software Suspends Guidance To Assess 'Product Portfolio And Cost Structure': 5 Analysts Open Up About Q3 Earnings Report

Unity Software Inc (NYSE: U) announced layoffs and cost-cutting plans after releasing its third-quarter earnings.

Microsoft 'Knocked It Out Of The Park': 7 Analysts Dive Deeper Into FQ1 Results

Shares of Microsoft Corp (NASDAQ: MSFT) climbed in early trading on Wednesday, after the company reported upbeat fiscal first-quarter results.

Amazon, Alphabet, Meta, Intel Q3 Earnings This Week: Will Mega-Caps Shatter Forecasts And Revive Market?

Factset data indicates that out of the 17% of the S&P 500 companies that have reported so far, 73% have reported positive EPS surprises.