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Salesforce Shares Still Worth $100, Says Credit Suisse
Thursday, February 25, 2016 - 9:07am | 264Read More...Credit Suisse's Philip Winslow maintained an Outperform rating on salesforce.com, inc. (NYSE: CRM), with a$100 price target. The company reported robust F4Q billings and revenue results, driven by 600 transactions that were higher than $1 million. The EPS was in line with the...
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Why Is Oracle Credit Suisse's Top Mega-Cap Pick?
Thursday, February 18, 2016 - 9:47am | 211Read More...Credit Suisse's Philip Winslow maintained an Outperform rating for Oracle Corporation (NYSE: ORCL), with a price target of $50. The analyst rated Oracle as the Top Pick “among the mega-cap stocks in our coverage.” Analyst Philip Winslow believes that the company is well...
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Is Wall Street Loving Microsoft's Q4 As Much As The Market Is?
Friday, January 29, 2016 - 2:32pm | 373Read More...Microsoft Corporation (NASDAQ: MSFT) shares are up 5.4 percent in Friday’s session after a Q4 earnings report that certainly pleased the market. Was the report good enough to change Wall Street’s mind? Here’s what five top firms have to say. Raymond James Analyst Michael Turits...
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Wall Street's Reaction To Oracle's Q2 Ranges From Cautious To Optimistic
Thursday, December 17, 2015 - 11:09am | 1028Read More...Shares of Oracle Corporation (NYSE: ORCL) were trading lower by more than 3.5 percent Thursday following the company's second quarter print on Wednesday. Oracle earned $0.63 per share on revenue of $9 billion. Wall Street analysts were looking for an earnings per share of $0.60 on...
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Dell + EMC = VMware Unchained?
Thursday, October 8, 2015 - 3:57pm | 512Read More...Credit Suisse believes that a potential Dell Inc. (NASDAQ: DELL)/EMC Corporation (NYSE: EMC) merger makes more sense if VMware, Inc. (NYSE: VMW) is first spun out. A spinout would open up the door for VMware to be more aggressively competitive with EMC and other storage rivals. Credit Suisse also...
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Credit Suisse Highlights Qualys' 'Higher Qualyty Model'; Upgrades To Outperform
Thursday, October 8, 2015 - 8:59am | 328Read More...Shares of Qualys, Inc. (NASDAQ: QLYS) have declined 36.72 percent over the last six months, touching a low of $27.88 on September 1. Credit Suisse’ Philip Winslow has upgraded Qualys from Neutral to Outperform, while raising the price target from $35 to $45. The company guided to a...
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Data's 'Big Bang' Is Here
Tuesday, September 22, 2015 - 8:47am | 306Read More...Year-to-date, data plays, notably Tableau Software Inc (NYSE: DATA), Splunk Inc (NASDAQ: SPLK), and Lam Research Corporation (NASDAQ: LRCX), have underperformed. Credit Suisse said that each name has sales, earnings, quality and momentum that should lead it to outperform moving forward. Credit...
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Credit Suisse Says Autodesk Consensus Is Wrong, Earnings Power Better Than Expectations
Tuesday, July 7, 2015 - 1:27pm | 320Read More...In a report published Monday, Credit Suisse analyst Philip Winslow argued that Street estimates for Autodesk, Inc. (NASDAQ: ADSK) are "too high" while the company's fiscal 2018 guidance is "unachievable." According to Winslow, the Street's fiscal 2017 and fiscal 2018 estimates (along with...
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Citrix: 'But Wait, There' More!' Says Wall Street
Friday, June 12, 2015 - 11:44am | 560Read More...Shares of Citrix Systems, Inc. (NASDAQ: CTXS) were trading higher by more than 2 percent after Friday's market open. Investors and traders remain bullish on the issue after activist investing firm Elliott Management delivered a letter to the company's board of directors on Thursday. The activist...
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7 Things Wall Street Is Saying About Oracle Before Earnings
Monday, March 16, 2015 - 5:29pm | 681Read More...Oracle Corporation (NYSE: ORCL) reports fiscal Q3 earnings Tuesday following the market close. The Street expected EPS of $0.68 on revenue of $9.47 billion. For Q4, consensus EPS was $0.94 on revenue of $11.44 billion. For the full 2015 fiscal year, consensus was for EPS of $2.95 on revenue...
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'Everything Is Awesome' At Salesforce, Credit Suisse Says
Thursday, February 26, 2015 - 10:34am | 232Read More...In a report published Wednesday evening, Credit Suisse analyst Philip Winslow commented on salesforce.com, inc.'s (NYSE: CRM) fourth-quarter print. "Despite significant foreign exchange headwinds, Salesforce.com's FQ4 revenue and billings were better than expected," Winslow...
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Is Box More Appealing Than Microsoft? This Analyst Thinks So
Tuesday, February 17, 2015 - 8:26am | 172Read More...In a report published Tuesday, Credit Suisse analyst Philip Winslow initiated coverage on Box (NYSE: BOX) with an Outperform rating and $24.00 price target. In the report, Credit Suisse noted, "Box competes in a rapidly evolving, highly competitive market. In particular, if Microsoft (which we view...
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Credit Suisse Remains Neutral on Qualys Following Strong December Sales
Tuesday, February 10, 2015 - 8:35am | 132Read More...In a report published Tuesday, Credit Suisse analyst Philip Winslow reiterated a Neutral rating on Qualys (NASDAQ: QLYS), and raised the price target from $25.00 to $35.00. In the report, Credit Suisse noted, "Qualys reported strong December quarter results with revenue, operating margin, and EPS...
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Credit Suisse Lowers 2015 Estimates For Akamai Technologies
Monday, February 9, 2015 - 10:56am | 129Read More...In a report published Monday, Credit Suisse analyst Philip Winslow reiterated a Neutral rating and $52.50 price target on Akamai Technologies, Inc. (NASDAQ: AKAM). In the report, Credit Suisse noted, "Akamai is scheduled to report fourth quarter results on February 10th after the market close....
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UPDATE: Credit Suisse Downgrades Verisign As Risk/Reward Is Biased To Downside
Monday, January 26, 2015 - 9:26am | 115Read More...In a report published Monday, Credit Suisse analyst Philip Winslow downgraded the rating on Verisign, Inc. (NASDAQ: VRSN) from Neutral to Underperform, but reiterated the $47.50 price target. In the report, Credit Suisse noted, “We believe the risk/reward from VeriSign's current share price, which...
