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The Latest Breaking News from Brad Sills

DeepSeek is great news for Microsoft and software stocks

DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley in recent years.

Fortune

Microsoft Earnings Report Will Key On Azure Growth, AI Adoption

Wall Street is expecting Microsoft's sales and earnings growth to slow when it reports December-quarter results late Wednesday.

Investors Business Daily

What Analysts Are Saying About Oracle Stock

Oracle (NYSE:ORCL) has been analyzed by 31 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.

Benzinga

From analysis to the latest developments in health,
read the most diverse news in one place.

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

S&P 500 company Salesforce reports Q3 results with a revenue beat and AI driving transformative growth. Analysts remain bullish.

Benzinga

Bank Of America Hikes Price Target On ServiceNow Stock With Earnings Due Next Week

Bank of America hiked its price target on ServiceNow stock ahead of the software maker's third quarter earnings report due Oct. 23.

Investors Business Daily

BofA Upgrades Shopify On Margin Outlook Under New CFO

Shopify stock popped on an upgrade to buy from BofA on views its profitability has inflected under a new chief financial officer.

Investors Business Daily

Oracle's Cloud, AI Momentum Is Winning Over Wall Street

Oracle stock won a pair of upgrades following a strong earnings report on Monday. The company's cloud push is gaining steam.

Investors Business Daily

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Stock Market Today: Dow Jumps 520 Points After Salesforce Earnings

The enterprise network software firm reported impressive Q3 results, sending the blue chip stock soaring.

Kiplinger

Database Player MongoDB Surged 98% Amid AI Boom

MongoDB is the IBD Stock of the Day, as MDB stock forms a consolidation pattern and nears adding a handle. Shares are up 98% this year.

Investors Business Daily

Microsoft Shares Surge On Upbeat Q1 Results, Analysts Raise Price Targets

Azure and AI growth, margin expansion, and strong performance drive positive outlook

Zenger

Marc Benioff’s pivot to layoffs and austerity has analysts singing his praises and celebrating a ‘masterpiece’ quarter from Salesforce

Salesforce “delivered a monster quarter and guide for the ages that will silence the doubters this morning,” analyst Dan Ives wrote in Thursday research note.

Fortune

'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

Benzinga

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:

Benzinga

8 Coupa Software Analysts Weigh In After Stock Spikes Following Upbeat Q2 Results

Shares of Coupa Software Inc (NASDAQ: COUP) spiked in Tuesday's after-hours session, after the company reported upbeat financial results and announced a $100 million buyback. Wells Fargo On Coupa Software

Benzinga

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Benzinga

Microsoft Earned Price Target Bumps From Analysts Due To Azure Growth Despite Missing Q4 Due To Macro Headwinds

Analysts expressed optimism over Microsoft Corp (NASDAQ: MSFT) Azure following

Benzinga

Here's Why Microsoft Stock Looks Set To Charge Higher

Microsoft Corporation (NASDAQ: MSFT) was lagging the S&P 500 on Tuesday, trading marginally higher compared to the S&P 500, which was soaring over 2%.

Benzinga

DocuSign CEO Shuffle: Why One Analyst Remains On The Sidelines For Now

After a horrendous year for Docusign Inc (NASDAQ: DOCU), the company made a major announcement this week that CEO Dan Springer will be stepping down.

Benzinga

6 Adobe Analysts React To Q2 Earnings Beat, Guidance Cut, Heightened Execution Risks

Adobe Inc (NASDAQ: ADBE) shares traded slightly higher on Friday after the company's full-year guidance disappointed Wall Street.

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Benzinga

Not All Cloud Cloud Companies Are Equal: 4 Analysts Cautious On Oracle After Q4, Here's Why

Shares of Oracle Corporation (NYSE: ORCL) are trading higher Tuesday after the company reported fourth-quarter earnings results after market close Monday.

Benzinga

Why BofA Downgrades DocuSign Despite Healthy Q1 Print

Although Docusign Inc (NASDAQ: DOCU) reported healthy first-quarter results, its full-year billings guidance was disappointing, reflecting “choppy execution” according to BofA Securities.

Benzinga

7 Best Dow Jones Stocks To Buy

During periods of stock market volatility and economic uncertainty, it's reasonable for investors to want to take a more defensive approach with their portfolios.

Benzinga

9 Salesforce Analysts React To Q1 Earnings Beat: 'Next Quality Software GARP Stock'

Salesforce Inc (NYSE: CRM) shares jumped Wednesday morning after the company reported first-quarter earnings and raised its profit forecast.

Benzinga

6 Microsoft Analysts Praise Q3 Earnings Beat, Azure Acceleration, Office 365 Momentum

Microsoft Corporation (NASDAQ: MSFT) shares traded higher by 7.2% on Wednesday after the company reported an across-the-board earnings beat and demonstrated impressive sales momentum.

Benzinga

Analysts Slash Their PTs On Oracle As They Did Not Buy Its Growth Story

Analysts slashed their price targets on Oracle Corp (NYSE:ORCL) post Q3 results. Piper Sandler analyst Brent Bracelin downgraded to Underweight from Neutral with a PT of $70 (8.7% downside), down from $100. Bracelin found it challenging to reach double-digit organic growth next year, sustaining a cloud shift considering more than 70% of revenue came from the…

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