Kash Rangan

Adobe Shares Drop After 'Disappointing Guidance': 3 Analysts Evaluate Q4 Results
MongoDB's Concerns About Outlook Despite Strong Q4 Results: Analysts Revise Forecasts
Autodesk's Outlook Has Several Moving Parts, But 7 Analysts Are Raising Forecasts
MongoDB's Concerns About Outlook Despite Strong Q4 Results: Analysts Revise Forecasts
Autodesk's Outlook Has Several Moving Parts, But 7 Analysts Are Raising Forecasts
Zoom Faces Ongoing Macro Challenges: 6 Analysts Takeaways On Q4 Earnings
Unity Software Downgraded On Heels Of Portfolio Reset, 5 Analysts Provide Key Takeaways

Kash Rangan Recent News

Is Zoom Poised To Re-Accelerate Growth? 6 Analysts With Different Takes On FQ3 Results, Prospects
Shares of Zoom Video Communications Inc (NASDAQ: ZM) continued to slide in early trading on Tuesday, despite the company reporting upbeat fiscal third-quarter results.
Workday Shines Through Industry 'Storm Clouds': What 6 Analysts Think Of Q2 Print
Shares of Workday Inc (NASDAQ: WDAY) rose in early trading on Friday, after the company reported its fiscal second-quarter results.
Snowflake Takes Beating Despite Strong Results: 5 Analyst Deep Dives On Q2 Print
Shares of Snowflake Inc (NYSE: SNOW) declined in early trading on Thursday, despite the company reporting better-than-expected results for its fis
Microsoft Q4 Earnings Preview: Earnings Estimates, What Analysts Are Saying, Why ChatGPT Opens Additional Monetization Growth
Technology giant Microsoft Corp (NASDAQ: MSFT) will report fourth quarter and full-year financial results after market close Tuesday.
Oracle Exhibits Strong And Sustained Cloud Momentum: 5 Wall Street Analysts React To FQ4 Results
Shares of Oracle Corporation (NYSE: ORCL) climbed in early trading on Monday, after the company reported better-than-expected results for its fiscal fourth quarter.
Goldman Sachs Upgrades Snowflake: What Investors Need To Know
The current tailwinds for Snowflake Inc (NYSE: SNOW) are likely to be secular trends that could drive growth for the foreseeable future, according to Goldman Sachs.
3 Top Cloud Software Picks From Goldman Sachs Among 12 Initiations
Plenty of opportunity exists in the $1-trillion global cloud software market, but investors should be careful about how they approach the space, according to Goldman Sachs.  The Cloud Analyst: Kash Rangan initiated coverage of 12 cloud software stocks with the following ratings:
Adobe Analysts Mostly Bullish On Q3 Subscription Growth, Margin Expansion: 'The Great Digital Awakening'
Adobe Inc (NASDAQ: ADBE) reported strong third-quarter results Tuesday. Here's what five analysts had to say after the print. 
Oracle Analysts On The Sidelines After Q1 Beat: BofA Awaits Sustained Revenue Acceleration
Oracle Corporation (NYSE: ORCL) reported better-than-expected first-quarter results and guided above consensus estimates for the second quarter. Here's what the Street has to say. 
DocuSign Delivers Big Beat And Raise On COVID-Related Momentum, BofA Says
DocuSign Inc (NASDAQ: DOCU) has been a strong beneficiary of COVID-19 and the effects could last in the longer term, according to BofA Securities.
Workday Analysts React To Earnings Beat, Highlight Margin Expansion And Revenue Reacceleration
Workday Inc (NASDAQ: WDAY) shares jumped 13% on Friday after the company reported a quarterly earnings beat and named a new co-CEO.
BofA Raises Splunk's Target On Accelerating Cloud Transition
Splunk Inc’s (NASDAQ: SPLK) shares declined 1.2% despite the company reporting strong quarterly results with accelerating cloud momentum, according to BofA Securities.
BofA Raises Intuit Target On Long-Term Growth Drivers
Intuit Inc. (NASDAQ: INTU) reported robust fourth-quarter results, driven by a strong tax season, resilience among small business customers and strength in the online ecosystem, according to BofA Securities.
9 Salesforce Analysts React To 'Jaw Dropping Performance' In Q2
Salesforce.com, inc. (NYSE: CRM) shares jumped 25% on Wednesday after the company reported blowout second-quarter earnings numbers and exceeded expectations with its full-year guidance.
What Buying TikTok Could Mean For Microsoft
Microsoft Corporation (NASDAQ: MSFT) is in the spotlight after press reports suggest that Redmond could acquire social media platform TikTok’s operations in the U.S., Canada, New Zealand and Australia, according to BofA Securities.
Reaction: Microsoft Gaming, Azure Growth Key To Success Moving Forward
Microsoft Corporation (NASDAQ: MSFT) shares ticked lower on Thursday after the company reported 13% revenue growth in a difficult fiscal fourth quarter.
Microsoft's Commercial Cloud Business Has BofA Bullish Ahead Of Earnings
Microsoft Corporation (NASDAQ: MSFT) is scheduled to report fourth-quarter earnings after the close on Wednesday. 
2 Stocks To Short In Q3, According To Bank Of America
Stocks hit the skids on Thursday as investors grow increasingly concerned about the potential negative impact of a surge in U.S. COVID-19 infections.
BofA Raises Splunk Target On Annual Recurring Revenue Growth
Splunk Inc (NASDAQ: SPLK) can achieve its target of a compounded average growth rate of 40% annual recurring revenue through fiscal 2023 by expanding its existing customer base, according to BofA Securities.
DocuSign's Covid Benefits Could Last Longer, But Not Enough To Move BofA From The Sidelines
DocuSign Inc (NASDAQ: DOCU) delivered upbeat first-quarter results, with strength across the board, driven by shelter-in-place orders boosting customer adoption of its e-signature solutions, according to BofA Securities.
Cloudera Analysts Say Private, Public Cloud Traction Is Key After Mixed Q1
Cloud-based enterprise data company Cloudera Inc (NYSE: CLDR) reported better-than-expected first-quarter results but issued below-par guidance Wednesday, sending its shares lower.
Microsoft Analysts On Redmond's Q3 Beat: 'A Core Growth Holding'
Microsoft Corporation (NASDAQ: MSFT) reported strongly quarterly results Wednesday, and the Street is bullish.
7 Tech Stocks To Sell Today