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The Latest Breaking News from Gregg Moskowitz

Mizuho Says This 1 Agentic AI Company Is the Top Software Stock to Buy in 2026

Despite a rocky year for Salesforce shares, Mizuho remains bullish on the stock, naming it a top software pick for 2026.

Barchart

Ex-Palantir Bear Turns Neutral As Mizuho Calls Growth 'Stunning' Despite Valuation Worries

A former Palantir Technologies Inc. (NYSE:PLTR) bear has decided to alter his stance on the company’s stock.

Benzinga

Ahead of Q2 Earnings, This Analyst Is Betting Big on ‘Accelerated’ Growth for Palantir. Should You Buy PLTR Stock Here?

Palantir stock inches up as Mizuho upgrades the data analytics firm to “Neutral.” But valuation remains a major concern tied to PLTR shares.

Barchart

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Palantir Reported a Blockbuster Q1. Is It Too Late to Buy PLTR Stock?

The company has excellent long-term prospects.

Barchart

CrowdStrike Is Laying Off 5% of Its Staff. How Should You Play ‘Strong Buy’ CRWD Stock Here?

CrowdStrike stock is sinking as the cybersecurity firm announces plans of reducing its workforce by about 5%. Here’s how experts view CRWD’s latest announcement.

Barchart

Dear Palantir Stock Fans, Mark Your Calendars for May 5

Palantir will report its Q1 earnings on May 5. Caution is warranted in buying PLTR shares ahead of the first-quarter release.

Barchart

Peeling Back The Layers: Exploring Atlassian Through Analyst Insights

In the latest quarter, 21 analysts provided ratings for Atlassian (NASDAQ:TEAM), showcasing a mix of bullish and bearish perspectives.

Benzinga

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The Latest Analyst Ratings For Confluent

20 analysts have shared their evaluations of Confluent (NASDAQ:CFLT) during the recent three months, expressing a mix of bullish and bearish perspectives.

Benzinga

A Glimpse Into The Expert Outlook On ServiceNow Through 32 Analysts

In the latest quarter, 32 analysts provided ratings for ServiceNow (NYSE:NOW), showcasing a mix of bullish and bearish perspectives.

Benzinga

Figma is unlikely to find another buyer willing to pay $20 billion

“There are not any buyers that can get near that price,” one banker told Fortune.

Fortune

Microsoft’s Hiring Of Sam Altman Sparks Analysis Of AI Sector Position

Analysts examine Microsoft's AI position after hiring Sam Altman, co-founder fired by OpenAI.

Zenger

How to stay afloat in the generative A.I. tidal wave

Experts offer real-world advice for business to harness the power of generative A.I., during a special panel at Fortune Brainstorm Tech.

Fortune

Datadog Is A Top Observability Player Leveraging Its Scale, Analysts Hail Company After 5th Dash Conference

Datadog, Inc (NASDAQ: DDOG) held its 5th Dash Conference over two days in New York, unveiling over a dozen new products and features.

Benzinga

This Highly Differentiated Cybersecurity Stock Gives Lot Of Confidence To Analysts Amid Improving Demand Trends

Analysts attended CrowdStrike Holdings, Inc's (NASDAQ: CRWD) annual user conference called Fal.Con, where management also hosted an investor briefing

Benzinga

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Benzinga

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.

Benzinga

6 Zscaler Analysts Give Their Takes On Upbeat Earnings, Guidance

Shares of Zscaler Inc (NASDAQ: ZS) spiked close to 11% in Thursday’s after-hours session, after the company reported upbeat quarterly results, with earnings and revenue beating Street expectations. BMO Capital Markets On Zscaler

Benzinga

Okta Stock Is Sliding Down, Despite 6 Analysts' Mixed Takes on Q2 Earnings, Guidance

Shares of Okta Inc (NASDAQ: OKTA) fell in after-hours trading, despite the company reporting a lower-than-expected loss for the second quarter. JMP Securities On Okta

Benzinga

6 CrowdStrike Analysts Offer Takes On Earnings Beat And Raise Quarter

CrowdStrike Holdings Inc (NASDAQ: CRWD) reported its quarter revenue at $535.2 million, up 58% from the year-ago quarter, and adjusted earnings of 36 cents per share, beating analyst expectations. Management guided to earnings for the third quarter and fiscal year ahead of the consensus estimates.

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Benzinga

Analysts Cut Price Targets On Splunk After Q2 Performance, Lower ARR Outlook

Splunk Inc (NASDAQ: SPLK) clocked 32% revenue gro

Benzinga

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.

Benzinga

Analysts Continue To See Upside In Salesforce Post Q2 Beat Despite Challenging Macros

Salesforce, Inc (NYSE:CRM) clocked 22% revenue growth to $7.72 billion in Q2, beating consensus. The EPS of $1.19 topped the consensus. The board approved a buyback of up to $10 billion. The Q3 and FY guidance were below the consensus. Mizuho analyst Gregg Moskowitz reiterated a Buy and cut the price target from $245 to $235.…

Benzinga

7 Analysts On Palo Alto Networks And Its Journey To Reach A $100B Market Cap

Palo Alto Networks Inc.’s (NASDAQ: PANW) stock climbed Monday after the Santa Clara, California-based company reported strong quarterly earnings and announced a 3-for-1 stock split.

Benzinga

IT Spending, Public Cloud, Observability, Cybersecurity Demand For 2023 Is Concerning According To This Analyst

Mizuho analyst Gregg Moskowitz recently hosted a conference call with a senior account executive at a large tech transformation vendor. The expert cited a generally softer demand environment in April and May due to macro challenges. He became bullish in recent months, characterized by solid demand in June and July.

Benzinga

Analysts Cheer CyberArk's Q2 Feat, See Stocks As High As $184

CyberArk Software Ltd (NASDAQ: CYBR)

Benzinga

Here's Why Analysts Deem Zscaler Well-Positioned For Growth

Zscaler, Inc (NASDAQ: ZS) held its primary tradeshow event in Las Vegas, including numerous breakouts on product and technology, keynotes from management, customers, and partners, and an analyst breakout session with management.

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