Joel Fishbein

Shares of Oracle Corporation (NYSE: ORCL) are higher by 20 percent year-to-date, which begs the question: can the outperformance continue moving forward? BTIG's Joel Fishbein thinks there is room for further upside as he maintained a Buy rating on Oracle's stock with a $47 price target....

Analysts have grown increasingly bullish on Red Hat Inc (NYSE: RHT) following a first-quarter earnings beat, continuing from an exceptional fiscal 2017 Q4. BTIG analyst Joel Fishbein reiterated a Buy rating while raising its price target from $95 to $120. “[Fiscal Q1] may prove to be a...

BTIG analysts downgraded shares of Workday Inc (NYSE: WDAY) after the company reported a much better-than-expected first-quarter earnings report. Analyst Joel Fishbein Jr. downgraded the stock from Buy to Neutral with an unchanged $97 price target, despite the company reporting a solid start...

Shares of Palo Alto Networks Inc (NYSE: PANW) gained more than 15 percent on Thursday after the company's fiscal third-quarter report handily exceeded expectations. Here is a summary of what some of Wall Street's most notable analysts are saying about Palo Alto's stock after the...

Shares of Palo Alto Networks Inc (NYSE: PANW) soared higher by more than 13 percent after the company's fiscal third-quarter earnings report impressed investors and some of Wall Street's top analysts. BTIG's Joel Fishbein maintains a Buy rating on Palo Alto's stock with an unchanged price target as...

Salesforce.com, inc. (NYSE: CRM) reported modest earnings and revenue beats in the first quarter. Several Wall Street analysts have commented on the stock following the report. Here’s a look at the key themes they discussed. Large Deals Salesforce’s Q1 deals with large clients such as...

Commenting on salesforce.com, inc. (NYSE: CRM)'s first-quarter results, BTIG said the sum is worth more than the parts for the company. Clear Line To $20 Billion Revenues Analysts Joel Fishbein, Edward Parker and Abhinav Kapur noted that the company continues to deliver on its broadening platform...

Following the release of first-quarter results by Tableau Software Inc (NYSE: DATA), BTIG said it is getting comfortable with the story. As investors gain more comfort with bookings quality, the firm thinks the multiple will expand, as in the case of other subscription transition stories in...

Oracle Corporation (NYSE: ORCL) “delivered strong F3Q17 results and the on-premise license to cloud transition continues to accelerate. We think this trend can continue, and expect to see meaningful earnings growth in FY18 for the first time in three fiscal years,” BTIG’s Joel...

BTIG analysts expect modest upside from earnings reports of Seagate Technology PLC (NASDAQ: STX) and Western Digital Corp (NASDAQ: WDC) this week and see an upbeat print from CommVault Systems, Inc. (NASDAQ: CVLT). Seagate And Western Digital Seagate and Western Digital report quarterly earnings...

Workday Inc (NYSE: WDAY) reported its Q3 results marginally ahead of expectations. The challenges seem to be in the near term, while the company appears poised to be a leader in the ERP (enterprise resource planning) market in the long term. BTIG’s Joel Fishbein maintained a Buy rating,...

Salesforce.com, inc. (NYSE: CRM) reported robust results for Q3 and raised guidance for Q4. The latest performance and outlook indicate the previous quarter was merely “a speed bump” on the company’s journey to achieving revenue of $10 billion by FY 2018, BTIG’s Joel...

BTIG analysts raised the price target on Barracuda Networks Inc (NYSE: CUDA) shares by $2 to $28 after it reported solid second-quarter results, which sent its shares up over 12 percent in the pre-market hours. Barracuda Networks' second quarter non-EPS of $0.21 handily beat consensus' $0.13...

Joel Fishbein of BTIG believes Imperva Inc (NYSE: IMPV) could be acquired, but the takeover premium would be minimal as he downgraded the stock to Neutral given balanced risk/reward. Shares of Imperva have gained about 23 percent since a recent report from Bloomberg said the security-software...