Kash Rangan

Microsoft Stock 'One Of The Most Compelling Investment Opportunities': Analyst Highlights AI Spending, ROI Balance
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
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
Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
ServiceTitan Stock Tanks Despite Strong Q3, Analysts Highlight 'Durable Growth Trajectory'

Kash Rangan Recent News

Zoom Video Analysts Say Guidance Points To Decelerating Growth After Q3 Beat
Zoom Video Communications reports upbeat Q3 results. Analysts remain on the sidelines on cautious guidance.
Intuit Posts Q1 Beat, Shares Tank On Disappointing Outlook: Analyst Says: 'Trends Beneath The Surface Were Mixed'
Intuit shares tanked despite upbeat Q1 results on disappointing outlook. Analysts maintain Buy ratings with high price targets.
Microsoft 'One Of The Most Compelling Investment Opportunities,' Says Goldman Sachs
Microsoft is a top investment pick for Goldman Sachs, predicting significant upside in stock due to strong cloud and AI growth.
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.
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.
Azure Will Reaccelerate Amid AI Ramp Up, Analyst Says: Microsoft 'One Of The Most Compelling Investment Opportunities'
Microsoft will benefit from Azure investment and AI push according to Goldman Sachs analyst, with a possible $200 billion business by 2029.
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.
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.
Workday Stock Soars As Analysts Call Q2 A 'Turning Point'
Shares of Workday Inc (NASDAQ: WDAY) rose on Friday after the company reported a sales and earnings beat. Analysts are optimistic about margin growth potential.
Snowflake Investors 'Further Confused' After Q2 Earnings: One Analyst Says They Know Why
Shares of Snowflake Inc (NYSE: SNOW) tanked even after a beat-and-raise quarter. The guidance fell short of high expectations.
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.
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