Mark Murphy

Adobe Analysts Highlight AI Growth, Demand Trends: 'Could Mark An Inflection' In Investor Perception

Salesforce's Shares Drop On Missed FY Guidance, Analyst Recommends Focus On Bookings

Snowflake Beats Q4 Estimates, Lifts Full-Year Outlook: Analysts See AI Boosting Growth

Salesforce's Shares Drop On Missed FY Guidance, Analyst Recommends Focus On Bookings

Snowflake Beats Q4 Estimates, Lifts Full-Year Outlook: Analysts See AI Boosting Growth

Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'

Adobe Analysts Split After Strong Q4, Weak 2025 Guidance

Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'

Adobe Analysts Split After Strong Q4, Weak 2025 Guidance

UiPath 'Story Remains A Work In Progress': Analysts Want To See More After Q3 Results, 'Sustained Execution Remains Key'

Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'

Mark Murphy 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.

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.

Adobe Q3 Earnings Preview: AI Tools In Focus, Analyst Expects Upside With Strong Second Half Of Year Ahead

AI could be the biggest topic when looking at Adobe's third-quarter financial results.

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.

UiPath Q2 Results Reflect Restructuring Benefits, Analysts Praise 'Laser-Focus' On AI

UiPath reported higher-than-expected Q2 results and raised fiscal guidance. Analysts praise signs of stability and improving execution.

Intuit Stock Falls After 'Solid' Earnings, Analysts Say AI Investments Will 'Yield Dividends'

Intuit Inc (NASDAQ: INTU) shares tanked despite upbeat quarterly results. Analysts reiterated Buy ratings with higher price targets and positive outlook.

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.

Expectations For Adobe's Q2 Results Are 'Depressed': JPMorgan

Adobe stock has been on a downtrend since its previous quarter results. Expectations for the quarter remains low, reflecting concerns around monetizing AI.

Does Workday Have 'Some Pockets Of Strength'? 11 Analysts Look At Q1 Results, Outlook

Workday shares fall despite upbeat earnings in early trading. BofA Securities, Stifel, Piper Sandler, Mizuho Securities cut forecasts on macro pressure, slower growth and deal scrutiny.

Intuit Reports Strong Q3 Results, 'Disappointing' Outlook: 6 Analysts On TurboTax Provider

Intuit reports strong results for its fiscal Q3, but shares fell on lower-than-expected guidance.

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.

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.

Adobe's AI Roadmap In Focus: These Analysts Provide Their Takeaways From The Adobe Summit

Adobe Inc. (NASDAQ: ADBE) on Monday kicked off the Adobe Summit, which is scheduled through March 28 and had already seen the unveiling of GenS

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.

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.

Twilio Reports Upbeat Q4 Earnings, But Investors Pull Back: What 7 Wall Street Analysts Are Saying

Twilio Inc (NYSE: TWLO) shares tanked in early trading on Thursday, even after the company reported upbeat results for its fourth quarter.

Why JPMorgan Is Turning Bullish On Twilio Ahead Of Q4 Report

Cloud communications company Twilio Inc (NYSE: TWLO) is scheduled to report its fourth-quarter results Feb. 17, with analysts, on average, forecasting more than 37% revenue growth and a loss of 8 cents per share.

JPMorgan: 4 Positives At Dropbox Investors Are Overlooking

Red Hat Shares Have Even Upside-Downside Profile, JPMorgan Says In Downgrade

JPMorgan Upgrades Nutanix Ahead Of Q4 Report, Sees Balanced Risk-Reward Profile

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