Piper Sandler

Rivian Analyst Downgrades Stock With 'Triple Whammy' Of Policy Risk: 'No Catalysts In 2025'
Carvana 'Can Grow Aggressively,' Newcomer Amazon Auto Limited To Just One Brand: Analyst
Rubrik Posts Strong F4Q Beat: 6 Analysts Raise Forecasts Citing 'Significant Runway For Growth'
Carvana 'Can Grow Aggressively,' Newcomer Amazon Auto Limited To Just One Brand: Analyst
Rubrik Posts Strong F4Q Beat: 6 Analysts Raise Forecasts Citing 'Significant Runway For Growth'
DocuSign Reports Upbeat Q4 Results, Analysts Still Call lt A 'Wait-And-See' Story
Adobe Analysts Highlight AI Growth, Demand Trends: 'Could Mark An Inflection' In Investor Perception

Piper Sandler Recent News

Intuit Sees AI-Driven Growth With TurboTax, Credit Karma: Analyst Raises Price Forecast
Intuit's Q2 results beat expectations, with revenues of $3.96B and EPS of $3.32. Piper Sandler raises the price target from $765 to $785.
Workday Posts Q4 Beat, Guidance Suggests Another Slowdown In Revenue Growth: Analysts
Workday (WDAY) reports Q4 beat but guidance is disappointing. Analysts highlight strong execution.
Nvidia Stock 'Quite Cheap' Ahead Of Q4 Earnings: Analyst Says 'Growth Story Is Intact'
Nvidia has beaten analyst estimates for revenue and earnings per share in eight straight quarters. Here are the key estimates and items to watch for Q4 results.
Walmart Posts Q4 Beat, Shares Tank On Disappointing Guidance: Analysts Highlight One-Time Items
Walmart reported fiscal fourth-quarter adjusted earnings of 66 cents per share, beating consensus of 65 cents per share.
Booking Holdings Outpaces Expectations As Analysts Highlight Growth, Margin Expansion
BKNG beat Q4 expectations with strong growth in bookings, room nights, revenue, and adjusted EBITDA. Analysts raise forecasts, highlight cost discipline.
Wayfair Analysts Assess Q4: Ad Spend Weighs On Earnings, Market Share Grows
Wayfair Inc (NYSE: W) reported a revenue beat for Q4 but saw declining active customers. Analysts have mixed opinions on the company's future.
Arista Networks Analysts Evaluate 25% Q4 Growth Against Lower-Than-Expected Annual Guidance
Arista Networks Inc (NYSE: ANET) reported upbeat Q4 results, but shares tanked. Analysts remain neutral, citing decreasing cloud capex and valuation.
Cadence Design Stock Drops Despite Strong Q4, Analysts See Upside
Cadence Design Systems Inc (CDNS) reported strong Q4 results with record backlog and potential for revenue growth. Analysts maintain Buy ratings.
HubSpot Posts Solid Q4: AI To 'Reinforce Value Of Multi-Cloud Platforms,' Analysts Say
HubSpot Inc (NYSE: HUBS) beats Q4 estimates, analysts raise price targets and maintain positive outlook on AI potential.
AppLovin's Stock Rallies After Solid Q4 Growth, Underscores Ability To Scale Profitably, Analysts Say
AppLovin (APP) stock jumps on Q4 earnings beat and strong guidance. GenAI-enabled self-service platform should accelerate new verticals revenue.
Reddit Posts Solid Q4, Analysts Expect AI Language Translations To Grow Daily Active Users
Despite strong Q4 results, Reddit shares tanked as user growth slowed. Analysts maintain positive outlook with raised price targets.
Shopify Posts Solid Q4, Analysts Expect Further Market Share Gains
Shopify's Q4 revenue beat expectations with accelerating growth, but profitability expansion concerns raise questions for analysts.
DoorDash Delivers Strong Q4, 7 Analysts Raise Forecasts On Growth Initiatives Across International Markets
DoorDas exceeded expectations with GOV and revenue growth accelerating, but EBITDA was below consensus. Analysts maintain mixed ratings.
Lyft Analysts Weigh Earnings Beat Against Pricing Pressures, Weak Bookings
Lyft reported strong gross bookings and revenue growth but both missed expectations. The company's performance is being impacted by a challenging pricing environment and competition.
Flowco Analysts See Market Expansion, Strong Margins, Double-Digit Growth Ahead
Flowco Holdings Inc (NYSE: FLOC) is poised to benefit from continued growth in HPGL market, strong balance sheet, and attractive returns.
Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue
Disney (DIS) reported upbeat quarterly results. Analysts have a positive outlook on the company's DTC business.
Meta AI Models 'Clearly Behind' DeepSeek, Says Analyst After Mark Zuckerberg Admits DeepSeek Did Some Novel Things 'We're Still Digesting'
Piper Sandler's research dated Feb. 4 has revealed a less optimistic outlook for Meta Platforms' position in the artificial intelligence race.
Apple's 'Better Than Feared' Guidance Calms iPhone, AI, China Concerns: 7 Analyst Reactions
Apple analysts see Q1 results as better than expected, Q2 guidance better than feared and China worries minimizing.
Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
AI growth could help Microsoft offset Azure weakness, according to analysts.
Tesla Analysts Highlight FSD, Robotaxis, New Vehicles For Growth: 'Elon Has Never Sounded So Bullish'
Tesla Inc (NASDAQ:TSLA) analysts highlighted a confirmation of the low-cost vehicle in 2025, unsupervised FSD and updates on Optimus Bot as the key takeaways from the company's
Chubb CEO Expects $1.5 Billion Loss From LA Wildfires: 'California Is A Difficult Market For Insurance Companies'
Chubb held its fourth-quarter earnings call on Wednesday and addressed the future financial impacts resulting from the recent California wildfires. 
Starbucks Posts Earnings Beat: New CEO Will 'Fix The Business The Right Way,' Analyst Says
Starbucks analysts are optimistic about turnaround efforts after the coffee retailer reported strong Q1 earnings.
Microsoft's AI Revenue Set To Surpass $10 Billion: Piper Sandler Maintains Overweight Rating
Microsoft Corporation's cloud computing platform, Azure's workloads could push its artificial intelligence revenue to $10 billion.
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