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The Latest Breaking News from Thomas Blakey

NOW Stock in Focus as ServiceNow Boosts Annual Forecast

ServiceNow stock rallies on market-beating Q2 and raised future guidance. Cantor Fitzgerald sees massive further upside in NOW shares.

Barchart · Jul 23

Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday.

Benzinga · Dec 4, 2025

MongoDB Stock Soars, 9 Analysts Hike Estimates After Blockbuster Results

MongoDB Inc (NASDAQ:MDB) shares climbed in early trading on Tuesday after the company reported upbeat fiscal third-quarter results.

Benzinga · Dec 2, 2025

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Snowflake Analysts Raise Forecasts As Stock Jumps To 52-Week High On Strong Results

As the demand for data-driven insights and cloud-based solutions intensifies, companies providing these services are experiencing significant growth and investor interest. Snowflake Inc. (NYSE:SNOW), a leader in data cloud services, is at the forefront of this trend, capturing attention with its robust financial performance and strategic innovation.

Benzinga · Aug 28, 2025

CoreWeave Growth Fueled By OpenAI Contracts, Strategic Acquisition, Says Analyst

CoreWeave Inc. (NASDAQ:CRWV) is accelerating its AI infrastructure push, with backlog surging on OpenAI contracts and a $9 billion Core Scientific, Inc. (NASDAQ:CORZ) acquisition in play.

Benzinga · Aug 27, 2025

MongoDB Scores Best Day Ever After Earnings Beat—Here's What Wall Street Thinks

MongoDB Inc. (NASDAQ:MDB) is enjoying its biggest one-day rally since going public in 2017.

Benzinga · Aug 27, 2025

Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4

Microsoft Corporation (NASDAQ:MSFT) analysts weigh in on the company's strong cloud growth shown in the company's fourth-quarter financial results.

Benzinga · Jul 31, 2025

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4 Fastly Analysts Weigh In On Q1 Earnings As Stock Plunges: 'The Challenge Remains Gross Margins'

Although Fastly Inc (NYSE: FSLY) reported a sales beat for the first quarter, its losses were higher than Street expectations.

Benzinga · May 5, 2022

Here's Why Loop Capital Considers Arista Networks As Top Pick For 2022

Loop Capital analyst Fahad Najam initiated coverage of Arista Networks Inc (NYSE:ANET) with a Buy rating and $157 price target (28% upside) while also naming the stock his Top Pick for 2022. The company is a franchise name in networking with further significant opportunities in the hyper-scale Data Center Switching market and a growing…

Benzinga · Feb 15, 2022

Here's Why KeyBanc Sees 39% Upside In Nutanix

KeyBanc analyst Thomas Blakey initiated coverage of Nutanix Inc (NASDAQ:NTNX) with an Overweight rating and a $39 price target, suggesting an upside of 38.74%. The recent acceleration, new product cross-sell, and go-to-market partnerships have influenced his above-Street revenue and ACV billings outlook. Blakey further notes that he sees potential rerating with about 50% of…

Benzinga · Jan 19, 2022

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