Kash Rangan

Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2
Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2
Salesforce's Q3 Wins Broad Analyst Praise As AI Momentum Builds
Salesforce's Q3 Wins Broad Analyst Praise As AI Momentum Builds
Intuit Posts Strong Q3 On Higher AI Adoption To 'Reinvigorate' Growth
Intuit Posts Strong Q3 On Higher AI Adoption To 'Reinvigorate' Growth
Salesforce's Q3 Wins Broad Analyst Praise As AI Momentum Builds
Salesforce's Q3 Wins Broad Analyst Praise As AI Momentum Builds
Intuit Posts Strong Q3 On Higher AI Adoption To 'Reinvigorate' Growth
Intuit Posts Strong Q3 On Higher AI Adoption To 'Reinvigorate' Growth
Monday.com Beat On Revenue—But Analysts Say The Real Story Is Slower Sales
Monday.com Beat On Revenue—But Analysts Say The Real Story Is Slower Sales
Datadog Posts 'Great' Q3 Beat, Analysts Praise 'Compounding Growth Ahead'
Datadog Posts 'Great' Q3 Beat, Analysts Praise 'Compounding Growth Ahead'

Kash Rangan Recent News

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
Salesforce targets $60B revenue and 40% margin by 2030, surpassing expectations. Analysts maintain Buy ratings, high price targets.
Dollar General Analysts Point To Value Shoppers, Execution Strength As Guidance Rises
Dollar General Analysts Point To Value Shoppers, Execution Strength As Guidance Rises
Dollar General's Q2 results beat expectations, but stock still tanked. Analysts maintain ratings, raise price targets. Shares down 3.01% at $108.20.
Autodesk Stock Soars As Analysts Cheer Q2 Beat, 'Continued Momentum'
Autodesk Stock Soars As Analysts Cheer Q2 Beat, 'Continued Momentum'
Autodesk's Q2 results beat expectations, with revenue up 17% and non-GAAP earnings of $2.62 per share. Analysts are bullish, with price targets raised.
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.
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.
Intuit CEO Calls It A 'Breakthrough Adoption Year' As TurboTax Live Revenue Jumps—Stock Pops 8% After Hours
Intuit CEO Calls It A 'Breakthrough Adoption Year' As TurboTax Live Revenue Jumps—Stock Pops 8% After Hours
Intuit Inc. (NASDAQ: INTU) posted a strong third-quarter performance fueled by explosive growth in its TurboTax Live business.
Snowflake Eyes Q1 Momentum As AI Partnerships Stack Up: Goldman Sachs
Snowflake Eyes Q1 Momentum As AI Partnerships Stack Up: Goldman Sachs
Snowflake inked partnerships with Microsoft, OpenAI and Anthropic; This helps the company increase credibility and reach, one analyst says.
Datadog Lifts Revenue Outlook, Analysts Still Bark About Margins
Datadog Lifts Revenue Outlook, Analysts Still Bark About Margins
Datadog announced upbeat Q1 revenues amid exciting earnings season. Strong bookings and increased revenue guidance cited.
Microsoft's Blockbuster Quarter Cements Goldman's Bullish AI, Cloud Thesis
Microsoft's Blockbuster Quarter Cements Goldman's Bullish AI, Cloud Thesis
ServiceNow Suffers No 'Material Signs' Of Strain: Analysts
ServiceNow Suffers No 'Material Signs' Of Strain: Analysts
ServiceNow (NYSE: NOW) stock surged after reporting upbeat Q1 results, with analysts optimistic about company's performance and outlook.
Microsoft Stock 'One Of The Most Compelling Investment Opportunities': Analyst Highlights AI Spending, ROI Balance
Microsoft Stock 'One Of The Most Compelling Investment Opportunities': Analyst Highlights AI Spending, ROI Balance
Microsoft's heavy spending on AI growth opportunities is viewed as a positive by an analyst in a new investment note.
Adobe Analysts Highlight AI Growth, Demand Trends: 'Could Mark An Inflection' In Investor Perception
Adobe Analysts Highlight AI Growth, Demand Trends: 'Could Mark An Inflection' In Investor Perception
Adobe analysts come away with positives from the company's Q1 results, including more visibility in AI monetization efforts.
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.
ServiceTitan Stock Tanks Despite Strong Q3, Analysts Highlight 'Durable Growth Trajectory'
ServiceTitan Stock Tanks Despite Strong Q3, Analysts Highlight 'Durable Growth Trajectory'
ServiceTitan reported solid Q3 results and had strong growth potential in a large and underpenetrated market.
Adobe Analysts Split After Strong Q4, Weak 2025 Guidance
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.
Zoom Video Analysts Say Guidance Points To Decelerating Growth After Q3 Beat
Zoom Video Analysts Say Guidance Points To Decelerating Growth After Q3 Beat
Zoom Video Communications reports upbeat Q3 results. Analysts remain on the sidelines on cautious guidance.
Intuit Posts Q1 Beat, Shares Tank On Disappointing Outlook: Analyst Says: 'Trends Beneath The Surface Were Mixed'
Intuit Posts Q1 Beat, Shares Tank On Disappointing Outlook: Analyst Says: 'Trends Beneath The Surface Were Mixed'
Intuit shares tanked despite upbeat Q1 results on disappointing outlook. Analysts maintain Buy ratings with high price targets.
Microsoft 'One Of The Most Compelling Investment Opportunities,' Says Goldman Sachs
Microsoft 'One Of The Most Compelling Investment Opportunities,' Says Goldman Sachs
Microsoft is a top investment pick for Goldman Sachs, predicting significant upside in stock due to strong cloud and AI growth.
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