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The Latest Breaking News from Thomas Blakey

NOW Stock in Focus as ServiceNow Boosts Annual Forecast

ServiceNow stock rallies on market-beating Q2 and raised future guidance. Cantor Fitzgerald sees massive further upside in NOW shares.

Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2

Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday.

MongoDB Stock Soars, 9 Analysts Hike Estimates After Blockbuster Results

MongoDB Stock Soars, 9 Analysts Hike Estimates After Blockbuster Results

MongoDB Inc (NASDAQ:MDB) shares climbed in early trading on Tuesday after the company reported upbeat fiscal third-quarter results.

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Snowflake Analysts Raise Forecasts As Stock Jumps To 52-Week High On Strong Results

As the demand for data-driven insights and cloud-based solutions intensifies, companies providing these services are experiencing significant growth and investor interest. Snowflake Inc. (NYSE:SNOW), a leader in data cloud services, is at the forefront of this trend, capturing attention with its robust financial performance and strategic innovation.

CoreWeave Growth Fueled By OpenAI Contracts, Strategic Acquisition, Says Analyst

CoreWeave Inc. (NASDAQ:CRWV) is accelerating its AI infrastructure push, with backlog surging on OpenAI contracts and a $9 billion Core Scientific, Inc. (NASDAQ:CORZ) acquisition in play.

MongoDB Scores Best Day Ever After Earnings Beat—Here's What Wall Street Thinks

MongoDB Inc. (NASDAQ:MDB) is enjoying its biggest one-day rally since going public in 2017.

Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4

Microsoft Corporation (NASDAQ:MSFT) analysts weigh in on the company's strong cloud growth shown in the company's fourth-quarter financial results.

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4 Fastly Analysts Weigh In On Q1 Earnings As Stock Plunges: 'The Challenge Remains Gross Margins'

4 Fastly Analysts Weigh In On Q1 Earnings As Stock Plunges: 'The Challenge Remains Gross Margins'

Although Fastly Inc (NYSE: FSLY) reported a sales beat for the first quarter, its losses were higher than Street expectations.

Here's Why Loop Capital Considers Arista Networks As Top Pick For 2022

Here's Why Loop Capital Considers Arista Networks As Top Pick For 2022

Loop Capital analyst Fahad Najam initiated coverage of Arista Networks Inc (NYSE:ANET) with a Buy rating and $157 price target (28% upside) while also naming the stock his Top Pick for 2022. The company is a franchise name in networking with further significant opportunities in the hyper-scale Data Center Switching market and a growing…

Here's Why KeyBanc Sees 39% Upside In Nutanix

Here's Why KeyBanc Sees 39% Upside In Nutanix

KeyBanc analyst Thomas Blakey initiated coverage of Nutanix Inc (NASDAQ:NTNX) with an Overweight rating and a $39 price target, suggesting an upside of 38.74%. The recent acceleration, new product cross-sell, and go-to-market partnerships have influenced his above-Street revenue and ACV billings outlook. Blakey further notes that he sees potential rerating with about 50% of…

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