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John DiFucci

John DiFucci is a veteran technology equity analyst specializing in the software and IT sectors. Over his career, he has served in senior research positions at leading investment banks, providing market analysis and stock recommendations for publicly traded technology companies. His insights are widely followed by institutional investors and industry professionals for their depth and accuracy.

Oracle's $664 Billion Backlog Is Finally Starting to Convert, Analyst Says
Oracle's $664 Billion Backlog Is Finally Starting to Convert, Analyst Says
Oracle Q1 Preview: Stock Down 53% From Record High, Analyst Says Buy and Hold — 'A Decade Stock'
Oracle Q1 Preview: Stock Down 53% From Record High, Analyst Says Buy and Hold — 'A Decade Stock'
Zscaler Stock Drops After Earnings, But Analysts See More Upside
Zscaler Stock Drops After Earnings, But Analysts See More Upside
Oracle Q1 Preview: Stock Down 53% From Record High, Analyst Says Buy and Hold — 'A Decade Stock'
Oracle Q1 Preview: Stock Down 53% From Record High, Analyst Says Buy and Hold — 'A Decade Stock'
Zscaler Stock Drops After Earnings, But Analysts See More Upside
Zscaler Stock Drops After Earnings, But Analysts See More Upside
Salesforce’s Q2 Results Squash 'SaaSpocalypse' Fears: On Track for H2 Organic Revenue Reacceleration
Salesforce’s Q2 Results Squash 'SaaSpocalypse' Fears: On Track for H2 Organic Revenue Reacceleration
Okta Posts Q2 Beat, Analysts Raise Price Targets On Growing Agentic AI Opportunity
Okta Posts Q2 Beat, Analysts Raise Price Targets On Growing Agentic AI Opportunity

John DiFucci Recent News

Salesforce Q1 Results 'Uninspiring': 'Nothing To Dispel The AI Threat Narrative'
Salesforce Q1 Results 'Uninspiring': 'Nothing To Dispel The AI Threat Narrative'
Salesforce analysts aren't impressed with Q1 results. Some lower price targets, while others look ahead to the second half of the year for a potential rebound.
Zscaler Guidance Overshadows Q3 Beat, Analysts Cut Forecasts
Zscaler Guidance Overshadows Q3 Beat, Analysts Cut Forecasts
Zscaler shares fell after Q3 results. Analysts cut price targets on disappointing outlook for FY26 and FY27.
Rubrik Posts Strong Q4, But 'Rarified Air' Isn't Enough To Lift Shares In Soft Software Market
Rubrik Posts Strong Q4, But 'Rarified Air' Isn't Enough To Lift Shares In Soft Software Market
Rubrik reports strong Q4 and announces better-than-expected FY27 guidance. Analysts maintained positive ratings.
Workday Posts Q4 Beat, Analysts Cut Price Targets On Deal Delays, Disappointing Guide
Workday Posts Q4 Beat, Analysts Cut Price Targets On Deal Delays, Disappointing Guide
Workday Inc shares tanked despite solid Q4 results. Guggenheim, DA Davidson, BTIG, Rosenblatt, and Needham maintain Buy ratings.
ServiceNow Has AI Challenges, M&A Risks Ahead, Says Analyst
ServiceNow Has AI Challenges, M&A Risks Ahead, Says Analyst
Analyst upgrades ServiceNow stock rating from Sell to Neutral due to AI and M&A challenges. Stock falls below target.
Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2
Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2
Snowflake fell short of expectations, following impressive performances from Datadog Inc, Confluent Inc and MongoDB Inc.
Zscaler Posts Q1 Beat, Red Canary Contribution Disappoints Investors
Zscaler Posts Q1 Beat, Red Canary Contribution Disappoints Investors
Zscaler tanked in early trading on Wednesday, even after the company Tuesday reported upbeat fiscal first-quarter earnings.
Workday Posts Q3 Beat, Analysts Cut Price Targets On Outlook
Workday Posts Q3 Beat, Analysts Cut Price Targets On Outlook
Workday tanked in early trading on Wednesday, even after the company reported upbeat third-quarter earnings.
Microsoft Q1 Preview: With 2 'Near-Term Monopolies,' Analyst Says Outperformance To Continue
Microsoft Q1 Preview: With 2 'Near-Term Monopolies,' Analyst Says Outperformance To Continue
Microsoft is one of the biggest companies reporting this week and its Q1 results could highlight AI growth.
Okta Posts Q1 Beat, Outlook Hit By Heightened Macro Uncertainty, Analysts Revise Price Target
Okta Posts Q1 Beat, Outlook Hit By Heightened Macro Uncertainty, Analysts Revise Price Target
Okta Inc (NASDAQ: OKTA) shares tanked despite upbeat quarterly results. Analysts remain optimistic with Buy ratings and reduced price targets.
Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target
Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target
Workday's Q1 results and Q2 guidance fell short of expectations, causing shares to tank. Analysts remain mostly optimistic with Buy ratings and raised price targets.
Palo Alto Networks Posts Solid 3Q, Next Gen Security Momentum Strong Despite Macro Uncertainty
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.
CrowdStrike Posts Solid Q4 But Guidance Disappoints, Outage 'Mostly In Rearview Mirror': Analysts
CrowdStrike Posts Solid Q4 But Guidance Disappoints, Outage 'Mostly In Rearview Mirror': Analysts
CrowdStrike reported upbeat Q4 results with ARR up 23% and Flex account value up 92%. Analysts maintain positive outlook.
Salesforce's Shares Drop On Missed FY Guidance, Analyst Recommends Focus On Bookings
Salesforce's Shares Drop On Missed FY Guidance, Analyst Recommends Focus On Bookings
Salesforce's shares fall after Q4 results miss estimates and weak FY26 guidance. Analysts reaffirm Buy ratings and target prices.
Zscaler Posts Q1 Beat: 8 Analysts Express Concern Around CFO Retirement, Guidance
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.
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.
CrowdStrike Shares Explode On Q4 Earnings: 12 Analysts Revise Their Forecasts
CrowdStrike Shares Explode On Q4 Earnings: 12 Analysts Revise Their Forecasts
CrowdStrike Holdings Inc (NASDAQ: CRWD) shares climbed in early trading on Wednesday, after the company delivered an earnings beat.
Is Splunk A Good Investment After Cisco Deal Announcement? 7 Analysts Weigh In
Is Splunk A Good Investment After Cisco Deal Announcement? 7 Analysts Weigh In
Shares of Splunk Inc (NASDAQ: SPLK) rose in early trading on Thursday, after Cisco Systems Inc (NASDAQ: CSCO) announced its
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