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The Latest Breaking News from Siti Panigrahi

AI Sparks Existential Crisis for Software Stocks

Fears that SaaS subscription software could be rendered obsolete by artificial intelligence make investors jittery.

Kiplinger

Adobe vs. Intuit: Which 52-Week Low Is a Buy?

In Tuesday’s trading, 195 Nasdaq stocks hit new 52-week lows. Among those stocks were two tech titans, Adobe and Intuit. They’ve been hit in 2026 by investor concerns that AI could hurt SaaS companies’ future growth and profits.

Barchart

Down 26% in the Past Month, Mizuho Analysts Still Think Oracle Stock Can Soar 93%. Should You Buy ORCL Now?

Oracle has corrected significantly, and some analysts believe now's the right time to buy the dip. Should you do it?

Barchart

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Should You Buy the Dip in Oracle Stock Now?

Oracle is well-positioned to capitalize on the increasing demand for cloud computing and AI capabilities.

Barchart

ZoomInfo Technologies Plunges On Mixed Q2 Earnings And Weak Guidance

Analysts express concerns over software sales and downward revenue revisions

Zenger

Why 5 Twilio Analysts Are Slashing Price Targets After Earnings

Shares of Twilio Inc (NYSE: TWLO) Thursday tumbled on disappointing quarterly revenue and projections. BofA Securities On Twilio

Benzinga

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…

Benzinga

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Why These 5 Intuit Analysts Love Q4 Print, Guidance

Intuit Inc. (NASDAQ: INTU) Tuesday announced strong results for the fourth quarter and full fiscal year 2022. Here is what five analysts think. Piper Sandler On Intuit Analyst Arvind Ramnani reiterated an Overweight rating and a price target of $553.

Benzinga

Zoom Had Disappointing Quarter, Faces Transition Year: Here's Why Some Analysts Are Cutting Price Targets

Video communications company Zoom Video Communications Inc (NASDAQ: ZM) reported earnings per share (EPS) that beat Street estimates and revenue which missed Street estimates on Monday. Analysts sized up the latest quarterly report and the company’s guidance.

Benzinga

Paycom Gets Thumbs Up From Analysts Post Q2 Beat; Shares Pop

Paycom Software, Inc (NYSE: PAYC) clocked 31% revenue&n

Benzinga

Analysts Expressed Their Optimism On ZoomInfo Post Investor Day Event - Read To Know

After attending the company's virtual investor day event, analysts shared their positives on ZoomInfo Technologies Inc (NASDAQ: ZI).

Benzinga

Zoom Beats Estimates, But Could Have Rough Year: What 8 Analysts Have To Say

Quarterly revenue and earnings per share from Zoom Video Communications (NASDAQ: ZM) came in better than anticipated from analysts. Here are the key takeaways from analysts on what’s next for the video technology company.

Benzinga

Anaplan Shares Pop As Analysts Cheer Q4 Earnings

Analysts raised their price targets on Anaplan Inc (NYSE:PLAN) post Q4 results. Mizuho analyst Siti Panigrahi raised the PT to $65 from $60 (26.7% upside) and kept a Buy. The company posted Q4 results and raised its fiscal 2023 guide above consensus estimates, the latest back-office player to benefit from the enterprise spending resumption. Wells…

Benzinga

Here's How Analysts Reacted To Workday's Q4 Results

Analysts mostly raised their price targets on Workday Inc (NASDAQ:WDAY) post Q4 results. Wells Fargo analyst Michael Turrin raised the PT to $340 from $325 (39.1% upside) and kept an Overweight. Turrin expects Workday shares will see a boost from Q4 results as the company delivered a clean set of Q4 metrics and a meaningful…

Benzinga

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news in one place.

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Benzinga

Why Are HubSpot Shares Trading Higher Today?

Analysts mainly hailed HubSpot Inc's (NYSE:HUBS) Q4 performance by raising their price targets on the stock. Mizuho analyst Siti Panigrahi raised the price target on HubSpot to $625 from $500 (16.92% upside) and kept a Buy rating on the shares. The company reported strong results once again in Q4 on broad-based strength with a particular…

Benzinga

Twilio Shares Pop As Analysts Continue To See Sharp Upside Post Q4

Analysts mostly raised their price targets on Twilio Inc (NYSE:TWLO) post Q4 beat and continue to see sharp upside to the stock. Macquarie maintained Twilio with an Outperform and raised the price target from $281 to $306 (51.5% upside). KeyBanc analyst Steve Enders raised the firm's price target on Twilio to $320 from $283 (58.4% upside) and kept…

Benzinga

Read How Analysts Reacted To Paycom Software's Q4 Results

Analyst opinions remain divided over Paycom Software Inc (NYSE:PAYC) post Q4 results. Piper Sandler analyst Arvind Ramnani raised the price target on Paycom to $505 from $498 (40% upside) and reiterated an Overweight. Paycom's Q4 results "were robust all-around" as revenue came in well above expectations driven by a healthy demand environment, Ramnani says. Stifel analyst Brad…

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