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Brad Sills

Brad Sills is a technology equity research analyst at Bank of America, specializing in coverage of software and cloud computing companies. His work involves evaluating industry trends, company performance, and market dynamics to provide investment recommendations and insights. Sills is recognized for his expertise in analyzing growth prospects and competitive positioning within the technology sector.

Oracle A 'Bedrock For The AI Revolution': Analyst Says This Q2 Number Is The Key
Oracle A 'Bedrock For The AI Revolution': Analyst Says This Q2 Number Is The Key
Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2
Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2
Intuit Posts Strong Q3 On Higher AI Adoption To 'Reinvigorate' Growth
Intuit Posts Strong Q3 On Higher AI Adoption To 'Reinvigorate' Growth
Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2
Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2
Intuit Posts Strong Q3 On Higher AI Adoption To 'Reinvigorate' Growth
Intuit Posts Strong Q3 On Higher AI Adoption To 'Reinvigorate' Growth
Salesforce Targets $60 Billion Revenue By 2030: Why Analysts See Room For Margin Expansion
Salesforce Targets $60 Billion Revenue By 2030: Why Analysts See Room For Margin Expansion
Figma Analysts Highlight Record Quarter, But Market Focuses On Margins And Growth
Figma Analysts Highlight Record Quarter, But Market Focuses On Margins And Growth

Brad Sills Recent News

Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4
Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4
Artificial intelligence, Azure and cloud are the key themes in updated analyst reports after Microsoft released Q4 results.
CoreWeave's 290% Rally Raises Valuation Fears, Analyst Says 'Upside Has Been Priced In'
CoreWeave's 290% Rally Raises Valuation Fears, Analyst Says 'Upside Has Been Priced In'
A CoreWeave analyst thinks the surge in the share price warrants caution with more debt financing likely coming.
Salesforce Posts Q1 Beat As AI Crosses $1B, But How Concerned Should Investors Be About Margins?
Salesforce Posts Q1 Beat As AI Crosses $1B, But How Concerned Should Investors Be About Margins?
Shares of Salesforce tanked in early trading on Thursday, despite the company Wednesday reporting strong first-quarter results.
Microsoft Stock Rallies On Q3 Strength Of Azure: Analyst Says Company Is 'Sole AI Leader In Both Apps And Infrastructure'
Microsoft Stock Rallies On Q3 Strength Of Azure: Analyst Says Company Is 'Sole AI Leader In Both Apps And Infrastructure'
Microsoft analysts raise their price targets after a strong third-quarter that saw AI and cloud growth and a blowout performance from Azure.
Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
AI growth could help Microsoft offset Azure weakness, according to analysts.
Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'
Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'
S&P 500 company Salesforce reports Q3 results with a revenue beat and AI driving transformative growth. Analysts remain bullish.
Adobe Stock Tanks On Disappointing Q4 Guidance: Why These Analysts Say Reaction Was 'Overblown'
Adobe Stock Tanks On Disappointing Q4 Guidance: Why These Analysts Say Reaction Was 'Overblown'
Adobe stock weakness "is an overreaction," one analyst says. At least seven firms are maintaining their price targets.
Oracle Analysts Focus On AI-Driven Bookings Strength, Expect Revenue Acceleration To Continue
Oracle Analysts Focus On AI-Driven Bookings Strength, Expect Revenue Acceleration To Continue
Oracle shares rose on upbeat Q1 results. JMP Securities analyst upgrades the rating, while other analysts raise the price targets.
Intuit Stock Falls After 'Solid' Earnings, Analysts Say AI Investments Will 'Yield Dividends'
Intuit Stock Falls After 'Solid' Earnings, Analysts Say AI Investments Will 'Yield Dividends'
Intuit Inc (NASDAQ: INTU) shares tanked despite upbeat quarterly results. Analysts reiterated Buy ratings with higher price targets and positive outlook.
Adobe Expects To 'Deliver In A Bigger Way': 6 Analysts Address Key Metrics, 'Positive AI Commentary'
Adobe Expects To 'Deliver In A Bigger Way': 6 Analysts Address Key Metrics, 'Positive AI Commentary'
Adobe delivered a "solid" quarter, with NNARR for Creative Cloud being "a bit of a relief," which is what the stock needed, one analyst says.
Does Workday Have 'Some Pockets Of Strength'? 11 Analysts Look At Q1 Results, Outlook
Does Workday Have 'Some Pockets Of Strength'? 11 Analysts Look At Q1 Results, Outlook
Workday shares fall despite upbeat earnings in early trading. BofA Securities, Stifel, Piper Sandler, Mizuho Securities cut forecasts on macro pressure, slower growth and deal scrutiny.
Intuit Reports Strong Q3 Results, 'Disappointing' Outlook: 6 Analysts On TurboTax Provider
Intuit Reports Strong Q3 Results, 'Disappointing' Outlook: 6 Analysts On TurboTax Provider
Intuit reports strong results for its fiscal Q3, but shares fell on lower-than-expected guidance.
Microsoft Q3 Shines Light On 'AI Innovation Cycle': Analysts See 'Plenty Of Runway For Growth'
Microsoft Q3 Shines Light On 'AI Innovation Cycle': Analysts See 'Plenty Of Runway For Growth'
Analysts highlight the growth of artificial intelligence segments from Microsoft's Q3 report and the opportunity ahead.
Adobe's AI Roadmap In Focus: These Analysts Provide Their Takeaways From The Adobe Summit
Adobe's AI Roadmap In Focus: These Analysts Provide Their Takeaways From The Adobe Summit
Adobe Inc. (NASDAQ: ADBE) on Monday kicked off the Adobe Summit, which is scheduled through March 28 and had already seen the unveiling of GenS
4 Oracle Analysts Dive Into Q2 Print: Why Last Quarter's Revenue Drag Persisted
4 Oracle Analysts Dive Into Q2 Print: Why Last Quarter's Revenue Drag Persisted
Shares of Oracle Corp (NYSE: ORCL) tanked in early trading on Tuesday, after the company reported disappointing second-quarter sales.
Adobe: An 'AI Winner' Shines In FQ2, Analysts Weigh In
Adobe: An 'AI Winner' Shines In FQ2, Analysts Weigh In
Shares of Adobe Inc (NASDAQ: ADBE) climbed in early trading on Friday, after the company reported better-than-expected results for its fiscal se
5 Microsoft Analysts On Q2 Earnings Beat, Slowing Azure Cloud Growth: 'Growth Is Likely Bottoming In Q3'
5 Microsoft Analysts On Q2 Earnings Beat, Slowing Azure Cloud Growth: 'Growth Is Likely Bottoming In Q3'
Microsoft Corp (NASDAQ: MSFT) shares tumbled on Wednesday morning after the company disappointed Wall Street with its quarterly guidance.
7 Adobe Analysts On Q4 Earnings: 'First Clean Quarter In A Year'
7 Adobe Analysts On Q4 Earnings: 'First Clean Quarter In A Year'
Adobe Inc (NASDAQ: ADBE) reported fourth-quarter revenues that were in-line with the consensus estimate, while delivering an earnings beat.
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