JMP Securities

AI Transformation Positions eBay For Fresh Growth In Commerce Revival

Shopify 'Fires On All Cylinders' As Q2 Results Trigger Bullish Analyst Forecasts

This Tech CEO Is Buying His Company's Shares 'Hand Over Fist' As Analysts See 50% Upside From Current Levels

Shopify 'Fires On All Cylinders' As Q2 Results Trigger Bullish Analyst Forecasts

This Tech CEO Is Buying His Company's Shares 'Hand Over Fist' As Analysts See 50% Upside From Current Levels

Asana Posts First Ever Positive Operating Margin, Signs Largest Deal In History

CrowdStrike's Outlook, Buyback Plan Impress, But Some Analysts Say Valuation Limits Upside

Asana Posts First Ever Positive Operating Margin, Signs Largest Deal In History

CrowdStrike's Outlook, Buyback Plan Impress, But Some Analysts Say Valuation Limits Upside

Okta Posts Q1 Beat, Outlook Hit By Heightened Macro Uncertainty, Analysts Revise Price Target

Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target

JMP Securities Recent News

Snowflake Pops After Solid Quarter: Analysts See Strength In AI, New Workloads

Snowflake Inc (NYSE: SNOW) shares rally after strong Q1 results and positive analyst takeaways during an exciting earnings season.

Palo Alto Networks Posts Solid 3Q, Next Gen Security Momentum Strong Despite Macro Uncertainty

Palo Alto Networks Inc (NASDAQ: PANW) shares slide after Q3 earnings report amid exciting earnings season. Analysts maintain Buy and Neutral ratings.

DocuSign Reports Upbeat Q4 Results, Analysts Still Call lt A 'Wait-And-See' Story

DocuSign delivered beats "across the board" as revenues grew by 9% year-on-year to $776.3 million, beating consensus of $761.2 million.

DigitalOcean Posts Q4 Beat, Analysts Express Concern Around 2025 Prospects

DigitalOcean saw its stock rise after reporting upbeat Q4 results during an exciting earnings season. Analysts raise price targets.

Workday Posts Q4 Beat, Guidance Suggests Another Slowdown In Revenue Growth: Analysts

Workday (WDAY) reports Q4 beat but guidance is disappointing. Analysts highlight strong execution.

Wix Earnings Preview: Analysts Anticipate Growth Driven By AI, Studio Expansion

Wix (WIX) to report Q4 results on Wednesday. Analysts expect beat-and-raise quarter driven by Wix Studio & AI Website Builder.

Coinbase Analysts See 'Inherent Profitability' In Q4 Results

Shares of Coinbase Global Inc (NASDAQ: COIN) plunged despite upbeat Q4 revenues. Analysts maintain Buy/Nuetral ratings with price targets as high as $475.

Airbnb Posts Strong Q4: Global Expansion Strategy To Lend Upside To Growth Rates, Analysts Say

Airbnb's Q4 results beat expectations, with strong demand for global travel & investment in new markets. Analysts have a positive outlook for growth & revenue streams.

Reddit Posts Solid Q4, Analysts Expect AI Language Translations To Grow Daily Active Users

Despite strong Q4 results, Reddit shares tanked as user growth slowed. Analysts maintain positive outlook with raised price targets.

Affirm Holdings Posts Q2 Beat On All Key Indicators - Is Firing On All Cylinders, Analysts Say

Affirm Holdings Inc (AFRM) shares jump after reporting upbeat Q2 results and strong guidance. Analysts praise company's growth and profitability.

Uber Posts Robust Q4 Bookings: Analysts Weigh In On Autonomous Vehicle Threat

Uber's stock rose despite earnings miss. Analysts are encouraged by strong fundamentals and AV market potential.

Mr Cooper Will Continue To Gain Share In Servicing, Origination Market: Analyst

Analyst predicts continued growth for Mr. Cooper Group (NASDAQ: COOP) in servicing and originations, with a target price of $115.

Adobe Analysts Split After Strong Q4, Weak 2025 Guidance

Adobe Inc's shares tanked despite upbeat Q4 results amid exciting earnings season. Piper Sandler, Oppenheimer, Goldman Sachs remain bullish.

Oracle Shares Down After Mixed Q2 Results Spark Analyst Caution, 'Guidance Fell Below Consensus'

Shares of Oracle Corp. drop after downbeat earnings. Analysts show mixed views. RPO growth is solid, but Q3 guidance is below expectations.

Zscaler Posts Q1 Beat: 8 Analysts Express Concern Around CFO Retirement, Guidance

Zscaler shares tanked despite upbeat Q1 results. The company raised its fiscal-year guidance and announced the departure of its CFO.

Palo Alto Networks Reports Upbeat Earnings, Analysts Impressed By Platform Acceleration

Palo Alto Networks reported upbeat Q1 results and raised their fiscal 2025 guidance, but gross margins fell short and billings declined. Analysts are optimistic about strength in platformization.

Penguin Solutions Unlocks ROI With AI Investment Wave, Says Bullish Analyst

Analyst sees long-term capital appreciation opportunity in Penguin Solutions' transition to enterprise AI solutions, with target price of $23.

Century Casinos Sees 'Green Shoots Across Several Areas Within Its Business,' Says Bullish Analyst

Century Casinos completes its capex cycle and is poised for growth.

Amazon Analysts See Growth Ahead With AWS In 'Early Innings Of A Big AI Cycle,' Advertising Segment Fast-Growing 'Hidden Asset'

Amazon analysts raise price targets for the stock and center in on AWS growth and the AI opportunity with advertising called a future catalyst.

Snap Stock Soars After Q3 Earnings Beat: Analysts Optimistic But Say 'Challenges Remain'

Snap's shares rose after the company reported upbeat Q3 results. Analysts maintain mixed ratings on expectations of uncertainties continuing into Q4 and the first half of 2025.

Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results

Analysts see strength in Alphabet's cloud, search and YouTube businesses and believe spending on AI is beginning to pay off.

SAP Beats Q3 Expectations, Analysts Expect 'Big Cash-Flow Ramp In 2025'

SAP's Q3 results beat expectations, with strong cloud ERP growth. The company reaffirmed Ambition 2025 targets. Analysts have positive outlook with higher price targets.

Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference

A new Firefly video product and a change to revenue guidance are the highlights most discussed by analysts from Adobe's MAX Creativity Conference.