Keith Weiss

Adobe Inc (NASDAQ: ADBE) reported fourth-quarter results Thursday that were highlighted by record quarterly revenue of $2.99 billion and record annual revenue of $11.17 billion. Here's how the Street reacted.  Adobe's Quarter In Review Adobe reported "excellent" an...

Slack Technologies Inc (NYSE: WORK) reported third-quarter revenue and earnings beats on Wednesday. Slack also guided for fourth-quarter revenue of between $172 million and $174 million, slightly above consensus analyst expectations of $172.4 million. However, Slack also guided for a fourth-quarter...

Investors are concerned about Salesforce.com, inc.'s (NYSE: CRM) stagnant margins, M&A dilution and decelerating organic growth. But Morgan Stanley sees a path to double revenues by 2023. The Rating Morgan Stanley analysts Keith Weiss and Stan Zlotsky maintained an Overweight rating on...

Project management and collaboration software provider Atlassian Corporation PLC (NASDAQ: TEAM) reported forecast-beating first-quarter results Thursday and issued above-consensus second-quarter guidance.  The company also announced the acquisition of Code Barrel, an automation tool maker...

Software stocks have seen an average pullback of 20% from their 52-week highs, as rich valuations and high ownership interest made them susceptible to macro volatility, according to Morgan Stanley. Notwithstanding the pullback, Morgan Stanley does not see these software stocks as bargains,...

Shares of Oracle Corporation (NYSE: ORCL) dropped on Thursday after a lackluster first-quarter print that also kept sell-side analysts tepid on the stock. Quarterly sales came in at $9.21 billion, missing estimates by $72 million and guidance for the current quarter was below estimates. The company...

Slack Technologies Inc (NYSE: WORK) shares tumbled 14% on Thursday morning after the company’s first quarterly earnings report since its direct listing in June disappointed the market. On Wednesday afternoon, Slack guided for revenue growth to slow significantly in coming quarters. Despite...

Sell-side analysts remained mostly bullish, though with lowered price targets, on Autodesk, Inc. (NASDAQ: ADSK) after a strong second-quarter print that was marred for investors by lowered guidance that reflects international economic concerns. Autodesk beat quarterly targets soundly, with revenue...

Salesforce.com, inc.'s (NYSE: CRM) second-quarter results came in better than expected. On top of an earnings and sales beat, management guided third-quarter results ahead of expectations and lifted its full-year sales guidance. Shares of Salesforce moved higher Friday and multiple analysts...

Salesforce.com, inc. (NYSE: CRM) is being overlooked by investors despite strong revenue and free cash flow growth potential, according to Morgan Stanley.  The Analyst Keith Weiss maintained an Overweight rating on Salesforce with a $178 price target. The Thesis A strong case for 25%-plus...

Microsoft Corporation (NASDAQ: MSFT) shares traded higher by 3% on Friday morning after the company reported a fiscal fourth-quarter earnings beat led by strength in its cloud computing business. Microsoft exceeded consensus analyst expectations for fourth-quarter earnings and revenue and also...

Adobe Inc (NASDAQ: ADBE) is scheduled to report second-quarter results Tuesday, and if the company reports a "solid beat and raise,"  shares should get "back on track," according to Morgan Stanley. The Analyst Keith Weiss maintained an Overweight rating on Adobe Systems...

Symantec Corporation (NASDAQ: SYMC) fell Tuesday after Morgan Stanley downgraded the stock, citing increased competition and management turnover as risks to the software security company’s turnaround and earnings. The Analyst Keith Weiss downgraded Symantec from Equal-weight to...

Cloud company salesforce.com, inc. (NYSE: CRM) reported Tuesday fiscal first-quarter results that were greeted with a mostly unanimous positive reaction from Street analysts. The Analysts Morgan Stanley's Keith Weiss maintains an Overweight rating on Salesforce's stock with an unchanged $...

Enterprise cloud applications company Workday Inc (NASDAQ: WDAY) reported Tuesday fiscal first-quarter 2020 results highlighted by at least 30 percent growth year-over-year in total revenue, subscription revenue and subscription revenue backlog. Here is a summary of how some of the Street's top...