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The Latest Breaking News from Phil Winslow

Analysts Cheer Workday's Better Than Feared Q2 Amid Macro Concerns

Workday, Inc (NASDAQ:WDAY) clocked 21.9% revenue growth in Q2 to $1.54 billion, which beat average analyst estimates. The subscription revenues of $1.37 billion were up 22.8%. Workday reported EPS of $0.83, which beat average analyst estimates. Workday reported solid 2Q23 results highlighted with an uncertain macro backdrop pressuring sales much less than feared, Needham analyst…

Check Point Saw Subdued Billings Growth In 2Q; Analysts Remain Cautious As They Expect Tougher 2H

Check Point Saw Subdued Billings Growth In 2Q; Analysts Remain Cautious As They Expect Tougher 2H

Analysts lauded Check Point Software Technologies Ltd's (NASDAQ: CHKP)

Analysts Cheer ZoomInfo's Q2 Beat, Maintain Overweight/Buy Rating

Analysts Cheer ZoomInfo's Q2 Beat, Maintain Overweight/Buy Rating

Analysts shared their appreciation for ZoomInfo Technologies Inc (NASDAQ: ZI)

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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.

Here's How Analysts View Splunk After Q1 Performance

Analysts lauded Splunk Inc (NASDAQ: SPLK) pos

Where Does ServiceNow Stand With Analysts Post Investor Day?

After attending its investor day meet, analysts offered their views on ServiceNow, Inc (NYSE: NOW).

Read How Analysts Reacted To MongoDB Post Q4 Earnings Beat

Analysts remained positive on MongoDB Inc (NASDAQ:MDB) despite slashing their price targets on the stock post Q4 results. Barclays analyst Raimo Lenschow lowered the PT to $410 from $556 (25% upside) and kept an Overweight. Atlas growth accelerated again compared to previous years. Morgan Stanley kept an Overweight with an unchanged price target of $633 (90%…

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Credit Suisse Cuts Cloudflare Price Target By 32%

Credit Suisse Cuts Cloudflare Price Target By 32%

Credit Suisse analyst Phil Winslow upgraded Cloudflare Inc (NYSE:NET) to Outperform from Neutral with a price target of $140, down from $205, implying an upside of 49%. Winslow sees Cloudflare sustain significant revenue growth, within the high 40% to +50% range, for multiple years. Winslow's expectations grew from differentiated serverless architecture, efficient and rapidly expanding…

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