Alex Kurtz

Red Hat Inc (NYSE: RHT) shares are under pressure after the software company reported above-consensus first-quarter non-GAAP earnings per share and 20-percent year-over-year revenue growth. Red Hat's Q2 non-GAAP EPS and revenue guidance and fiscal full year 2019 revenue...

The quiet period following the IPO of Dell Technologies spin-off Pivotal Software Inc (NYSE: PVTL) has ended, and several Wall Street analysts have weighed in on the stock. Here’s a rundown of what they’ve had to say. Voices From The Street William Blair analyst Bhavan Suri said...

LogMeIn Inc (NASDAQ: LOGM), a provider of a cloud-based remote connectivity services, is in the early stages of a growth opportunity, and investors should take advantage of its valuation, according to KeyBanc Capital Markets.  The Analyst KeyBanc's Alex Kurtz initiated coverage of...

Nutanix Inc (NASDAQ: NTNX) said it has identified a path toward $3 billion in product and support billings in fiscal 2021 in an analyst day presentation Monday. This represents a growth rate of 40 percent from 2017 and prompted KeyBanc to turn incrementally bullish on the stock....

Nutanix Inc (NASDAQ: NTNX)'s total addressable market has increased over the past 12 months, especially for large greenfield data center builds in Europe, according to KeyBanc Capital Markets.  The Analyst KeyBanc analyst Alex Kurtz maintained an Overweight rating on Nutanix shares and...

Dell is continuing to explore strategic alternatives including a potential IPO or some form of merger with the cloud computer name VMware, Inc. (NYSE: VMW), in which the PC-maker has an 82-percent stake. Recent U.S. tax legislation could potentially be a key catalyst for the biggest tech...

One of technology's biggest events, CES 2018, kicked off in Las Vegas on Monday. Investors looking for a way to capitalize on the event may want to consider these four picks, courtesy of KeyBanc Capital Markets. The Analysts KeyBanc's Alex Kurtz and Steve Enders. The Thesis One of...

Red Hat Inc (NYSE: RHT) reported third-quarter results Tuesday after the market close: 22 percent year-over-year revenue growth and a 20-percent increase in non-GAAP earnings per share to 73 cents. The results exceeded estimates, and the company issued upbeat guidance for the fourth quarter and...

After strong performance throughout 2017, VMware, Inc. (NYSE: VMW) remains well-positioned to continue benefiting from favorable industry trends, which bodes well for the stock's prospects in 2018, according to KeyBanc Capital Markets. The Analyst KeyBanc Capital Markets' Alex Kurtz...