Kash Rangan

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

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

Azure Will Reaccelerate Amid AI Ramp Up, Analyst Says: Microsoft 'One Of The Most Compelling Investment Opportunities'

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

Azure Will Reaccelerate Amid AI Ramp Up, Analyst Says: Microsoft 'One Of The Most Compelling Investment Opportunities'

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

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

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

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

Workday Stock Soars As Analysts Call Q2 A 'Turning Point'

Snowflake Investors 'Further Confused' After Q2 Earnings: One Analyst Says They Know Why

Kash Rangan Recent News

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.

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.

Datadog Has A 'Clear Vision On AI,' Says Bullish Analyst

Datadog's investor day meeting highlight the company's strong AI position and 20% long-term growth potential.

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.

Zoom Contact Center, AI Are 'Key Highlights': 8 Analysts Dive Deeper Into Q1 Results

Zoom Video Communications were down on last check Tuesday, after the company reported upbeat first-quarter revenues and earnings.

'Well-Positioned' Rubrik Faces $34-Billion Cybersecurity Opportunity: 2 Analysts Bullish After IPO

Rubrik (RBRK) has a potential for long-term growth in the backup and recovery market, analysts say, initiating coverage with bullish ratings.

Salesforce Q1 Earnings Preview: Goldman Sachs Expects Beat On These Metrics

ZoomInfo Technologies Stock Dives On Heels Of Q1 Earnings: 'Investors Need To Carefully Monitor The Macro'

Investors "will need to carefully monitor the macro to understand if ZoomInfo can hit their FY guide in the 2H," one analyst said.

Microsoft Q3 Shines Light On 'AI Innovation Cycle': Analysts See 'Plenty Of Runway For Growth'

Analysts highlight the growth of artificial intelligence segments from Microsoft's Q3 report and the opportunity ahead.

Microsoft 'In Unique Position To Scale Gen-AI Revenue,' Goldman Sachs Says Ahead Of Q3 Earnings

Microsoft Corp. (NYSE: MSFT) will report its fiscal Q3 2024 earnings, with analysts expecting $2.83 EPS and $60.769B revenue. Goldman Sachs has a $450 price target and calls Microsoft one of the most compelling investment opportunities in the tech industry.

Adobe Shares Drop After 'Disappointing Guidance': 3 Analysts Evaluate Q4 Results

Shares of Adobe Inc (NASDAQ: ADBE) tanked by more than 14.2% to $489.38 at the time of publication on Friday, after the company reported fiscal first-quarter earnings.

MongoDB's Concerns About Outlook Despite Strong Q4 Results: Analysts Revise Forecasts

MongoDB Inc (NASDAQ: MDB) shares were down on Friday after the company reported its fourth-quarter results and issued weak guidance.</

Autodesk's Outlook Has Several Moving Parts, But 7 Analysts Are Raising Forecasts

Shares of Autodesk Inc (NASDAQ: ADSK) were climbing in early trading on Friday, after the company reported higher-than-expected results for the fourth quarter.

Zoom Faces Ongoing Macro Challenges: 6 Analysts Takeaways On Q4 Earnings

Zoom Video Communications Inc (NASDAQ: ZM) shares were climbing in early trading on Tuesday, after the company reported higher-than-expected sales and earnings for the fiscal 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.

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.

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.

Is Zoom Poised To Re-Accelerate Growth? 6 Analysts With Different Takes On FQ3 Results, Prospects

Shares of Zoom Video Communications Inc (NASDAQ: ZM) continued to slide in early trading on Tuesday, despite the company reporting upbeat fiscal third-quarter results.

Workday Shines Through Industry 'Storm Clouds': What 6 Analysts Think Of Q2 Print

Shares of Workday Inc (NASDAQ: WDAY) rose in early trading on Friday, after the company reported its fiscal second-quarter results.

Snowflake Takes Beating Despite Strong Results: 5 Analyst Deep Dives On Q2 Print

Shares of Snowflake Inc (NYSE: SNOW) declined in early trading on Thursday, despite the company reporting better-than-expected results for its fis

Microsoft Q4 Earnings Preview: Earnings Estimates, What Analysts Are Saying, Why ChatGPT Opens Additional Monetization Growth

Technology giant Microsoft Corp (NASDAQ: MSFT) will report fourth quarter and full-year financial results after market close Tuesday.

Oracle Exhibits Strong And Sustained Cloud Momentum: 5 Wall Street Analysts React To FQ4 Results

Shares of Oracle Corporation (NYSE: ORCL) climbed in early trading on Monday, after the company reported better-than-expected results for its fiscal fourth quarter.

Goldman Sachs Upgrades Snowflake: What Investors Need To Know

The current tailwinds for Snowflake Inc (NYSE: SNOW) are likely to be secular trends that could drive growth for the foreseeable future, according to Goldman Sachs.