JMP Securities

DocuSign Reports Upbeat Q4 Results, Analysts Still Call lt A 'Wait-And-See' Story

DigitalOcean Posts Q4 Beat, Analysts Express Concern Around 2025 Prospects

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

DigitalOcean Posts Q4 Beat, Analysts Express Concern Around 2025 Prospects

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

Wix Earnings Preview: Analysts Anticipate Growth Driven By AI, Studio Expansion

Coinbase Analysts See 'Inherent Profitability' In Q4 Results

Wix Earnings Preview: Analysts Anticipate Growth Driven By AI, Studio Expansion

Coinbase Analysts See 'Inherent Profitability' In Q4 Results

Airbnb Posts Strong Q4: Global Expansion Strategy To Lend Upside To Growth Rates, Analysts Say

Reddit Posts Solid Q4, Analysts Expect AI Language Translations To Grow Daily Active Users

JMP Securities Recent News

Affirm Holdings Posts Q2 Beat On All Key Indicators - Is Firing On All Cylinders, Analysts Say

Affirm Holdings Inc (AFRM) shares jump after reporting upbeat Q2 results and strong guidance. Analysts praise company's growth and profitability.

Uber Posts Robust Q4 Bookings: Analysts Weigh In On Autonomous Vehicle Threat

Uber's stock rose despite earnings miss. Analysts are encouraged by strong fundamentals and AV market potential.

Mr Cooper Will Continue To Gain Share In Servicing, Origination Market: Analyst

Analyst predicts continued growth for Mr. Cooper Group (NASDAQ: COOP) in servicing and originations, with a target price of $115.

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.

Oracle Shares Down After Mixed Q2 Results Spark Analyst Caution, 'Guidance Fell Below Consensus'

Shares of Oracle Corp. drop after downbeat earnings. Analysts show mixed views. RPO growth is solid, but Q3 guidance is below expectations.

Zscaler Posts Q1 Beat: 8 Analysts Express Concern Around CFO Retirement, Guidance

Zscaler shares tanked despite upbeat Q1 results. The company raised its fiscal-year guidance and announced the departure of its CFO.

Palo Alto Networks Reports Upbeat Earnings, Analysts Impressed By Platform Acceleration

Palo Alto Networks reported upbeat Q1 results and raised their fiscal 2025 guidance, but gross margins fell short and billings declined. Analysts are optimistic about strength in platformization.

Penguin Solutions Unlocks ROI With AI Investment Wave, Says Bullish Analyst

Analyst sees long-term capital appreciation opportunity in Penguin Solutions' transition to enterprise AI solutions, with target price of $23.

Century Casinos Sees 'Green Shoots Across Several Areas Within Its Business,' Says Bullish Analyst

Century Casinos completes its capex cycle and is poised for growth.

Amazon Analysts See Growth Ahead With AWS In 'Early Innings Of A Big AI Cycle,' Advertising Segment Fast-Growing 'Hidden Asset'

Amazon analysts raise price targets for the stock and center in on AWS growth and the AI opportunity with advertising called a future catalyst.

Snap Stock Soars After Q3 Earnings Beat: Analysts Optimistic But Say 'Challenges Remain'

Snap's shares rose after the company reported upbeat Q3 results. Analysts maintain mixed ratings on expectations of uncertainties continuing into Q4 and the first half of 2025.

Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results

Analysts see strength in Alphabet's cloud, search and YouTube businesses and believe spending on AI is beginning to pay off.

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.

6 Top Stocks For Gaming, Casinos, Sports Betting: Analyst Says This Company's Estimates Will 'Prove Conservative'

Casino and sports betting stocks could be favorable in the fourth quarter and future years. A look at six picks from a sector analyst.

Duolingo Downgraded Despite Executing 'Exceptionally Well,' Analyst Warns Of Risk/Reward Imbalance

Duolingo stock downgraded to Market Perform, despite positive Q3 outlook and strong growth potential, with price reflecting new initiatives.

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.

Oracle Analysts Focus On AI-Driven Bookings Strength, Expect Revenue Acceleration To Continue

Oracle shares rose on upbeat Q1 results. JMP Securities analyst upgrades the rating, while other analysts raise the price targets.

Docusign Reports Beat-And-Raise Quarter, But These Analysts Have Some Concerns

Shares of Docusign were climbing in early trading on Friday, after the company reported upbeat second-quarter results.

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.

SentinelOne Posts Q2 Beat, 6 Analysts Cite Benefits Of CrowdStrike Customer Churn: 'Outage Was A Net Positive'

SentinelOne reported mixed Q2 results. The company is a beneficiary of the CrowdStrike Outage but by how much?

Palo Alto Networks Delivers 'Solid Finish' To Year, 10 Analysts Raise Forecasts

Palo Alto Networks reported strong earnings and revenue, and analysts are optimistic about its platformization strategy and growth potential.Shares of Palo Alto Networks Inc (NASDAQ:PANW) were climbing in early trading on Tuesday.

FanDuel's 'Best US Performance' In Q2 Pressures DraftKings To Scrap Surcharge Plan

Flutter and DraftKings analysts react to second-quarter financial results and a decision on what to do with higher taxes in certain states.

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