cloud

Salesforce.com, inc. (NYSE: CRM) acquired MuleSoft in early 2018 in a $6.5-billion deal that wasn't fully appreciated by the Street, according to Morgan Stanley. The Analyst Morgan Stanley's Keith Weiss maintained an Overweight rating on salesforce with a price target lifted from...

Dropbox Inc (NASDAQ: DBX) shares moved lower in reaction to second-quarter results that came in better-than-expected but were accompanied by an announcement of Chief Operating Officer Dennis Woodside's departure.  Should investors take advantage of the dip? Four street...

Earnings season is underway and a list of companies who reported "really terrible" results can be tabulated, according to CNBC's Jim Cramer. But at the same time, a longer list of "clear winners" is evident to the cable TV host. What Happened A handful of companies, perhaps...

Synchronoss Technologies, Inc. (OTC: SNCR) — a provider of cloud, messaging, digital and IoT products and platforms — has seen its story "descend into madness" over the past 18 months, according to Stifel, and the firm is turning bearish on the stock.  The...

LogMeIn Inc (NASDAQ: LOGM), a provider of cloud-based connectivity, reported second-quarter results Thursday that prompted a sell-off in the stock and lower ratings from multiple Street analysts.  The Analysts Piper Jaffray's Alex Zukin downgraded LogMeIn from Overweight to Neutral...

Juniper Networks, Inc. (NYSE: JNPR) reported preliminary second-quarter earnings Thursday and third-quarter guidance that signals a "stall" in the cloud business, according to BMO Capital Markets.  The Analyst Analyst Tim Long downgraded Juniper Networks from...

The emergence of cloud computing is posing a risk to F5 Networks, Inc. (NASDAQ: FFIV), as its core market suffers due to public cloud migrations, according to Morgan Stanley.  The Analyst Analyst James Faucette downgraded F5 Networks from Equal-weight to Underweight with a price target...

Twilio Inc (NYSE: TWLO) is in the early stages of capitalizing on a tremendous market opportunity, so the recent pullback in the stock presents a "more favorable entry point," according to Argus. The Analyst Argus analyst Jim Kelleher upgraded Twilio from Hold to Buy with a new...

Shares of Oracle Corporation (NYSE: ORCL) moved lower Wednesday after the company's fiscal fourth-quarter earnings report came in better than expected, but management's guidance came in below expectations. The Analysts UBS' Jennifer Swanson Lowe maintains a Neutral rating on Oracle...

Heading into Thursday's earnings report, investors should no longer be bullish on Red Hat Inc (NYSE: RHT), according to Raymond James. The Analyst Raymond James' Michael Turits downgraded Red Hat from Outperform to Market Perform with no assigned price target (prior price target of $166)....