Keith Weiss

Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Oracle Rides Strong On The AI Wave, Despite Q4 Revenue Miss: 8 Analysts' Insights
Oracle Q4 Earnings Preview: Analyst Estimates, Key Items To Watch Including Cloud Infrastructure Momentum, AI Partnerships
Oracle Rides Strong On The AI Wave, Despite Q4 Revenue Miss: 8 Analysts' Insights
Oracle Q4 Earnings Preview: Analyst Estimates, Key Items To Watch Including Cloud Infrastructure Momentum, AI Partnerships
Why Did Snowflake Cut Margin Outlook After A Solid Q1? 11 Analysts Dive Deeper
Microsoft Q3 Shines Light On 'AI Innovation Cycle': Analysts See 'Plenty Of Runway For Growth'

Keith Weiss Recent News

Morgan Stanley Boosts Palantir Stake By 50% In Q2, Then Slaps It with A 'Sell' Tag — And Social Media Is Obviously Outraged
Palantir retail investors cried foul over Morgan Stanley's downgrade of the stock, pointing out that the firm added more of the stock in Q2.
Palantir's AI Euphoria May Fade Due To Lack Of Monetization Strategy: Analyst
Why Palantir Stock Is Sliding Over 3% Premarket Today
Palantir shares pulled back in premarket trading Thursday following a ratings downgrade on the grounds that the risk-reward is unfavorable.
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
Atlassian Performs Despite Macro Headwinds: 4 Analysts On Q4 Print, Outlook
Shares of Atlassian Corp (NASDAQ: TEAM) surged in early trading on Friday, after the company reported upbeat results for its fiscal fourth quarter.
Why Are Adobe Shares Trading Higher? Morgan Stanley Likes Firefly
Why Is Salesforce Trading Lower? Uncertainty Over Generative AI Impact Has Something To Do With It
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.
Palantir Just Beat Earnings And The Stock Is Ripping, But 4 Analysts Are Mixed
Palantir Technologies Inc (NYSE: PLTR) reported strong first-quarter results, driving its shares more than 20% higher during Tuesday’s morning session.
Microsoft Analyst Praises 'Purposeful' AI Moves As Competitors Scramble To Respond
Shares of Microsoft Corp (NASDAQ: MSFT) climbed in early trading on Wednesday, after the Redmond, Washington-based company reported upbeat quarterly results.
4 Analyst Takeaways From Palantir Technologies' Quarterly Results — Ranging From $5 To $15 PTs
Shares of Palantir Technologies Inc (NYSE: PLTR) spiked in early trading on Monday, after the company reported its fourth-quarter results.
5 Microsoft Analysts On Q2 Earnings Beat, Slowing Azure Cloud Growth: 'Growth Is Likely Bottoming In Q3'
Microsoft Corp (NASDAQ: MSFT) shares tumbled on Wednesday morning after the company disappointed Wall Street with its quarterly guidance.
Mixed Reactions From 3 Palantir Analysts To Q3 Print: Is The Stock Set To Bounce Or Drop To $5?
Palantir Technologies Inc (NYSE: PLTR) on Monday reported third-quarter results and reaffirmed full-year guidance. RBC Capital Markets On Palantir Technologies
'Teflon Like' Microsoft Sees Price Targets Cut By Analysts, Could Be 'Rip The Band-Aid Off Moment'
Technology giant Microsoft Corporation (NASDAQ: MSFT) reported first quarter revenue and earnings per share that came in ahead of Street est
5 Adobe Analysts React To Earnings Beat, Guidance Miss, Figma Acquisition
Adobe Inc (NASDAQ: ADBE) shares traded lower by another 4.5% on Friday after the stock dropped 17% on Thursday, its worst day since 2010.
Oracle's Cloud Business Sustains Momentum On Heels Of Mixed Quarter Results, Cerner Deal
Shares of Oracle Corporation (NYSE: ORCL) rose during Monday’s after-hours session, despite the Austin, Texas-based company posting earnings short of expectations.
Too Many Subscriptions? Here's Why An Analyst Is A Buyer Of The Trend To Cut Bills
Bill.com Holdings Inc (NYSE: BILL) has a first-mover advantage in accounts payable (AP) and accounts receivable (AR) automation for small and mid-sized businesses (SMBs), according to Morgan Stanley.
DocuSign Shares Gain On 'Better-Than-Feared' Earnings Beat: 5 Analysts Chime In
Shares of DocuSign Inc. (NASDAQ: DOCU) jumped more than 17% in Friday’s pre-market after the company reported better-than-expected quarterly results and raised its full-year billings outlook. Here's what analysts had to say:
3 Asana Analysts On Earnings: Better Than Expected, But 'Continued Deceleration And More Macro Headwinds To Surface'
Shares of Asana Inc (NYSE: ASAN) spiked in Wednesday's after-hours session after the company reported better-than-expected quarterly results and raised its revenue guidance for the fiscal year. RBC Capital Markets On Asana
6 Analysts Offer Takes on Snowflake's 'Truly Impressive' Q2 Earnings, Revenue Beat
Shares of Snowflake Inc. (NYSE: SNOW) soared in after-hours trading on Wednesday, after the Bozeman, Montana-based company reported its quarterly revenues ahead of expectations.
Why These 5 Intuit Analysts Love Q4 Print, Guidance
Intuit Inc. (NASDAQ: INTU) Tuesday announced strong results for the fourth quarter and full fiscal year 2022. Here is what five analysts think. Piper Sandler On Intuit Analyst Arvind Ramnani reiterated an Overweight rating and a price target of $553.
5 Snowflake Analysts React To Q1 Earnings As Stock Thaws
Snowflake Inc (NYSE: SNOW) reported a first-quarter loss of 53 cents per share Wednesday on revenues of $422.4 million. Here's what the Street has to say. 
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