Raimo Lenschow

Oracle Corporation (NYSE: ORCL) didn’t deliver the type of blowout numbers shareholders were hoping for in the most recent quarter, but the company did give investors plenty of reasons for optimism. According to Barclays analyst Raimo Lenschow, Oracle’s cloud services segment was a...

In a note to investors Tuesday, Barclays analyst Raimo Lenschow said the underlying story in Paycom Software Inc (NYSE: PAYC) remains very healthy. Barclays recently hosted investor meetings in New York with Paycom management; the message was in line with commentary from the company following the...

A few days ahead of the earnings announcement by Oracle Corporation (NYSE: ORCL), Barclays expects the first-quarter results to be in line on the expectation that cloud will compensate for the weakness in the license business. Therefore, analyst Raimo Lenschow reiterated an Overweight rating with a...

Salesforce.com, inc. (NYSE: CRM) reported robust quarterly results, with the revenue and EPS ahead of the consensus expectations. Barclays’ Raimo Lenschow reiterated an Overweight rating on the company with a price target of $89. Billings Disappoints Despite the overall robust results,...

The second-quarter results from SAP SE (ADR) (NYSE: SAP) are likely to not be impacted by the Brexit vote, according to a note from Barclays analysts, who maintain its Overweight rating on the stock. "Although the Brexit vote would have impacted the final weeks of the quarter, the early closure of...

Oracle Corporation (NYSE: ORCL) reported robust 4QFY16 results, while raising the cloud revenue guidance for 1QFY17. Barclays’ Raimo Lenschow reiterated an Overweight rating on the company, with a price target of $48. Beat And Raise Lenschow mentioned that the main highlight for 4QFY16 was...

Red Hat Inc (NYSE: RHT) is scheduled to report its quarterly results on June 22. Barclays’ Raimo Lenschow maintained an Overweight rating for the company, with a price target of $90. The analyst expects the company to report healthy top- and bottom-line results for 1Q17. Red Hat continues...

Oracle Corporation (NYSE: ORCL) is scheduled to report its FYQ4 results on June 16. Barclays’ Raimo Lenschow maintains an Overweight rating on the company, with a price target of $48. Q4 Preview “Q4 is Oracle's biggest revenue quarter, since it is also the largest license quarter....

Barclays has increased its price target on Demandware Inc (NYSE: DWRE) to $75 from $43, following the $75 a share takeover offer from salesforce.com, inc. (NYSE: CRM). "We think that $75 is likely the final price, as we believe a full process was run, as the price represents a 56 percent premium to...

Workday Inc (NYSE: WDAY) reported robust 1Q results, “with slightly better billings and revenue and significantly better operating profit and cash.” Barclays’ Raimo Lenschow maintained an Equal-Weight rating on the company, with a price target of $71. Solid Start “...

Barclays expects an another beat from Workday Inc (NYSE: WDAY) and the focus remains on the company's "pillar of growth" — financials offering. Workday, which provides enterprise cloud applications for finance and human resources industries, will report its first quarter results on May 31...