Kash Rangan

Oracle Rides Strong On The AI Wave, Despite Q4 Revenue Miss: 8 Analysts' Insights
Datadog Has A 'Clear Vision On AI,' Says Bullish Analyst
Why Did Snowflake Cut Margin Outlook After A Solid Q1? 11 Analysts Dive Deeper
Datadog Has A 'Clear Vision On AI,' Says Bullish Analyst
Why Did Snowflake Cut Margin Outlook After A Solid Q1? 11 Analysts Dive Deeper
Zoom Contact Center, AI Are 'Key Highlights': 8 Analysts Dive Deeper Into Q1 Results
'Well-Positioned' Rubrik Faces $34-Billion Cybersecurity Opportunity: 2 Analysts Bullish After IPO

Kash Rangan Recent News

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.
3 Top Cloud Software Picks From Goldman Sachs Among 12 Initiations
Plenty of opportunity exists in the $1-trillion global cloud software market, but investors should be careful about how they approach the space, according to Goldman Sachs.  The Cloud Analyst: Kash Rangan initiated coverage of 12 cloud software stocks with the following ratings:
Adobe Analysts Mostly Bullish On Q3 Subscription Growth, Margin Expansion: 'The Great Digital Awakening'
Adobe Inc (NASDAQ: ADBE) reported strong third-quarter results Tuesday. Here's what five analysts had to say after the print. 
Oracle Analysts On The Sidelines After Q1 Beat: BofA Awaits Sustained Revenue Acceleration
Oracle Corporation (NYSE: ORCL) reported better-than-expected first-quarter results and guided above consensus estimates for the second quarter. Here's what the Street has to say. 
DocuSign Delivers Big Beat And Raise On COVID-Related Momentum, BofA Says
DocuSign Inc (NASDAQ: DOCU) has been a strong beneficiary of COVID-19 and the effects could last in the longer term, according to BofA Securities.
Workday Analysts React To Earnings Beat, Highlight Margin Expansion And Revenue Reacceleration
Workday Inc (NASDAQ: WDAY) shares jumped 13% on Friday after the company reported a quarterly earnings beat and named a new co-CEO.
BofA Raises Splunk's Target On Accelerating Cloud Transition
Splunk Inc’s (NASDAQ: SPLK) shares declined 1.2% despite the company reporting strong quarterly results with accelerating cloud momentum, according to BofA Securities.
BofA Raises Intuit Target On Long-Term Growth Drivers
Intuit Inc. (NASDAQ: INTU) reported robust fourth-quarter results, driven by a strong tax season, resilience among small business customers and strength in the online ecosystem, according to BofA Securities.
9 Salesforce Analysts React To 'Jaw Dropping Performance' In Q2
Salesforce.com, inc. (NYSE: CRM) shares jumped 25% on Wednesday after the company reported blowout second-quarter earnings numbers and exceeded expectations with its full-year guidance.