Piper Sandler

Nike Stock Turnaround Path Clear, Analyst Says: 'Getting Back To Winning Takes Time'
Adobe Analysts Split After Strong Q4, Weak 2025 Guidance
Adobe Q4 Earnings Preview: Analyst Says Investors May Be Missing Healthy Subscriber Growth
Adobe Analysts Split After Strong Q4, Weak 2025 Guidance
Adobe Q4 Earnings Preview: Analyst Says Investors May Be Missing Healthy Subscriber Growth
Okta Posts Q3 Beat, Guidance Miss: Analyst Says 'Sustainable Growth Remains Hazy'
Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'

Piper Sandler Recent News

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.
Nvidia Analysts See Stock 'Best Positioned In AI,' Not Worried About Guidance: 'All Systems Go For Blackwell Ramp'
Nvidia stock sold off after Q3 results and Q4 guidance. Analysts brush off concerns about guidance with Blackwell showing strong demand and ramp up.
Target Posts Q3 Earnings Miss: Analysts Slash Forecasts On Market Share Loss, Margin Concerns
Markdowns and promotions represent "the lion's share" of Target's Q3 gross margin miss and drop in Q4 guidance.
Palo Alto Networks Reports Upbeat Earnings, Analysts Impressed By Platform Acceleration
Palo Alto Networks reported upbeat Q1 results and raised their fiscal 2025 guidance, but gross margins fell short and billings declined. Analysts are optimistic about strength in platformization.
Why Bloom Energy Could Reach Revenues Of $1.8B Next Year, Says Bullish Analyst
Bloom Energy Corp announces 1 GW fuel cell supply deal with American Electric Power Co, sending stock soaring. Analyst upgrades rating and price target.
Cisco Systems Analysts Raise Forecasts On 'Meaningful Traction' Across 3 AI Investments
Cisco Systems reported upbeat Q1 earnings with orders growing in double digits. The company recorded healthy AI orders. Analysts raise price targets.
Jack Dorsey's Block Shares Rally As Piper Sandler Initiates Coverage With 'Overweight' Rating: Here's What Other Analysts Are Saying
Cisco Q1 Earnings Preview: EPS, Revenue Beat Streak In Focus As Analysts See Potential 'Large-Cap Breakout'
Analysts see Cisco's recent rally stretching valuation, but future growth and customer demand could make the stock attractive.
Pinterest Reports Healthy Q3, Q4 Guidance Disappoints: 6 Analysts Cut Forecasts — Will AI Tools 'Start To Help' In 2025?
Pinterest's stock declined in the after-hours trading session as the company's revenue growth guidance "fell shy of investor expectations."
Airbnb's Margins Under Pressure Despite Q3 Beat, Analysts Caution
Airbnb reported upbeat Q3 earnings, backed by strong demand trends. Analysts say marketing and growth investments could pressure margins.
Rivian Stock 'Long-Term Winner' In Gas-To-Electric Transition: Analyst
Rivian analysts have concerns for the short term after Q3 earnings, but see profitability, the closing of the VW JV and the R2 launch as positive items ahead.
Qualcomm Reports Q4 Beat, Analysts Divided Over Prospects Of The Handset Market
Qualcomm reported upbeat fourth quarter results and raised guidance. The company is diversifying by growing its Automotive and IOT businesses.
Lyft's Bookings Guidance Bests Uber, Analyst Says: 'Better Than Feared'
Lyft shares climbed after the company reported upbeat Q3. Analysts raised price targets on better bookings guidance.
Amazon Analysts See Growth Ahead With AWS In 'Early Innings Of A Big AI Cycle,' Advertising Segment Fast-Growing 'Hidden Asset'
Amazon analysts raise price targets for the stock and center in on AWS growth and the AI opportunity with advertising called a future catalyst.
Apple Q4 Results 'Better-Than-Feared': Analysts Highlight iPhone 16 Demand, Apple Intelligence Opportunity After 'Rock Solid Quarter'
Apple beat estimates in the fourth quarter, but the company's guidance outlook has some analysts concerned.
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.
AMD Stock Drops On Q4 Outlook As 10 Analysts Highlight 'Long-Term AI Growth Opportunity,' Nvidia Rivalry
AMD analysts size up Q3 results and the disappointing Q4 guidance and what it means in a battle for market share with Nvidia.
Snap Stock Soars After Q3 Earnings Beat: Analysts Optimistic But Say 'Challenges Remain'
Snap's shares rose after the company reported upbeat Q3 results. Analysts maintain mixed ratings on expectations of uncertainties continuing into Q4 and the first half of 2025.
Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results
Analysts see strength in Alphabet's cloud, search and YouTube businesses and believe spending on AI is beginning to pay off.
Microsoft Q1 Earnings Preview: What Investors Should Watch In Cloud, AI, Azure On Wednesday
Microsoft will likely highlight Azure, Cloud and AI growth when the company reports Q1 results Wednesday, Oct. 30.
Deckers Outdoor Posts Q2 Beat, Analysts Say Hoka Shoe Company Could Maintain 'Robust Growth Trajectory'
Deckers Outdoor reported upbeat Q2 earnings, surpassing consensus estimates with strong revenues from UGG, HOKA, and Teva brands.
IBM Posts Mixed Q3 Results, These Analysts Differ On Prospects
IBM reported third-quarter revenues of $15 billion, short of expectations, "as Infra (6% miss) and Consulting (1% miss) underperformed.
Tesla Q3 'An Unexpectedly Good Quarter': 10 Analysts On Earnings, Margins, FSD, Robotaxis, More
10 analysts share their highlights and key takeaways from Tesla's third-quarter earnings results and conference call.

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