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The Latest Breaking News from Keith Weiss

Marc Andreessen made a dire software prediction 15 years ago. Now it’s happening in a way nobody imagined

The billionaire venture capitalist explained why software would eat the world in 2011. He had no idea.

Fortune

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to 39% in the second quarter.

Fortune

Why 1 Analyst Just Slashed Their Price Target on Oracle Stock by More than 30%

Oracle is ramping up its AI ambitions. But Morgan Stanley’s analyst just slashed its price target, warning heavy infrastructure spending could pressure earnings and cap near-term growth.

Barchart

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Down 25% in 2026, Morgan Stanley Says You Should Buy the Dip in This 1 Tech Stock

This software stock is down this year, but Morgan Stanley claims it is "deeply discounted."

Barchart

Stocks See First Back-to-Back Losses of 2026: Stock Market Today

Rising geopolitical worries and a continued sell off in financial stocks kept pressure on the main indexes on Wednesday.

Kiplinger

Adobe Shares Are Trading Lower Wednesday: Here's What Sparked The Sell-Off

Shares of Adobe Inc (NASDAQ:ADBE) are moving lower on Wednesday after Morgan Stanley downgraded the stock and cut its price target.

Benzinga

Up 70% in a Year, This AI Stock Shows No Signs of Slowing

This cybersecurity player’s long-term trajectory looks strong.

Barchart

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Generative AI Backed Cybersecurity Stocks Cloudflare, Okta Have Near-Term Upside: Analyst

Morgan Stanley analyst Keith Weiss noted that cybersecurity remains a top spending priority for organizations globally.

Benzinga

Cloudflare's Apple Intelligence Partnership, Large TAM, Generative AI Enabler Position It For Upside, Analyst Says

Cloudflare stock up after Morgan Stanley analyst upgrades it from Equal-Weight to Overweight and raises price target to $130, citing strong growth potential in security and AI/ML markets.

Benzinga

Expert Outlook: Autodesk Through The Eyes Of 19 Analysts

Throughout the last three months, 19 analysts have evaluated Autodesk (NASDAQ:ADSK), offering a diverse set of opinions from bullish to bearish.

Benzinga

Stock Market Today: Stocks Resume Their Winning Ways After Steep Selloff

The three major benchmarks rebounded from their worst session in months.

Kiplinger

Microsoft Shares Surge On Upbeat Q1 Results, Analysts Raise Price Targets

Azure and AI growth, margin expansion, and strong performance drive positive outlook

Zenger

Atlassian Performs Despite Macro Headwinds: 4 Analysts On Q4 Print, Outlook

Shares of Atlassian Corp (NASDAQ: TEAM) surged in early trading on Friday

Zenger

Why Are Adobe Shares Trading Higher? Morgan Stanley Likes Firefly

Shares of Adobe Inc (NASDAQ:ADBE) are trading more than 3% higher Monday after Morgan Stanley (NYSE:MS) upgraded the stock

Zenger

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Benzinga

'Teflon Like' Microsoft Sees Price Targets Cut By Analysts, Could Be 'Rip The Band-Aid Off Moment'

Technology giant Microsoft Corporation (NASDAQ: MSFT) reported first quarter revenue and earnings per share that came in ahead of Street est

Benzinga

5 Adobe Analysts React To Earnings Beat, Guidance Miss, Figma Acquisition

Adobe Inc (NASDAQ: ADBE) shares traded lower by another 4.5% on Friday after the stock dropped 17% on Thursday, its worst day since 2010.

Benzinga

DocuSign Shares Gain On 'Better-Than-Feared' Earnings Beat: 5 Analysts Chime In

Shares of DocuSign Inc. (NASDAQ: DOCU) jumped more than 17% in Friday’s pre-market after the company reported better-than-expected quarterly results and raised its full-year billings outlook. Here's what analysts had to say:

Benzinga

6 Analysts Offer Takes on Snowflake's 'Truly Impressive' Q2 Earnings, Revenue Beat

Shares of Snowflake Inc. (NYSE: SNOW) soared in after-hours trading on Wednesday, after the Bozeman, Montana-based company reported its quarterly revenues ahead of expectations.

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Benzinga

Analysts Continue To See Upside In Salesforce Post Q2 Beat Despite Challenging Macros

Salesforce, Inc (NYSE:CRM) clocked 22% revenue growth to $7.72 billion in Q2, beating consensus. The EPS of $1.19 topped the consensus. The board approved a buyback of up to $10 billion. The Q3 and FY guidance were below the consensus. Mizuho analyst Gregg Moskowitz reiterated a Buy and cut the price target from $245 to $235.…

Benzinga

Why These 5 Intuit Analysts Love Q4 Print, Guidance

Intuit Inc. (NASDAQ: INTU) Tuesday announced strong results for the fourth quarter and full fiscal year 2022. Here is what five analysts think. Piper Sandler On Intuit Analyst Arvind Ramnani reiterated an Overweight rating and a price target of $553.

Benzinga

Palantir's Q2 Performance Has Analysts Divided

Palantir Technologies Inc (NYSE: PLTR) clocked 26%

Benzinga

5 Snowflake Analysts React To Q1 Earnings As Stock Thaws

Snowflake Inc (NYSE: SNOW) reported a first-quarter loss of 53 cents per share Wednesday on revenues of $422.4 million. Here's what the Street has to say.

Benzinga

6 Microsoft Analysts Praise Q3 Earnings Beat, Azure Acceleration, Office 365 Momentum

Microsoft Corporation (NASDAQ: MSFT) shares traded higher by 7.2% on Wednesday after the company reported an across-the-board earnings beat and demonstrated impressive sales momentum.

Benzinga

What's Behind The Strength In Palantir Shares Today?

Palantir Technologies Inc (NYSE: PLTR) is trading higher Monday after Morgan Stanley analyst Keith Weiss upgraded the stock from an Underweight rating to an Equal-Weight rating and lowered the price target from $24 to $16.

Benzinga

Here's Why Morgan Stanley Upgraded Palantir Technologies

Morgan Stanley analyst Keith Weiss upgraded Palantir Technologies Inc (NYSE:PLTR) to Equal Weight from Underweight with a price target of $16, down from $24. The price target implies an upside 0f 46.1%. The analyst cites its "well-positioned" government business, potential for its commercial unit to accelerate sales investments, and "strong" unit economics for the…

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