Ryan Koontz

Cisco Systems, Inc. (NASDAQ: CSCO) reported second-quarter results late Wednesday that came in ahead of expectations. Here's what the Street has to say.  The Cisco Analysts: Morgan Stanley analyst Meta Marshall maintained an Overweight rating and $54 price target for Cisco shares....

Zoom Video Communications Inc (NASDAQ: ZM) reported third-quarter results that came in better than expected but investors appear to be disappointed based on the 14% selloff. The Analysts: Rosenblatt Securities analyst Ryan Koontz maintains a Neutral rating on Zoom's stock with a price...

Cisco Systems, Inc. (NASDAQ: CSCO) shares are trading solidly higher after the networking giant reported strongly quarterly results and issued an upbeat forecast for the running quarter. The Cisco Analysts: Morgan Stanley analyst Meta Marshall maintained an Overweight rating and $54 price target...

Twilio Inc (NYSE: TWLO) announced Monday it has entered into a definitive agreement to acquire Segment for approximately $3.2 billion in a stock deal. The transaction is expected to close in the fourth quarter. Segment has a strong customer data platform (CDP) and the acquisition...

Twilio Inc (NYSE: TWLO) shares hit new 52-week highs on Friday after jumping more than 13% in response to a guidance hike during Thursday’s investor day event. In August, Twilio guided for third-quarter revenue of between $401 million and $406 million, but the company said it now expects...

Zoom Video Communications (NASDAQ: ZM) reported a blowout second quarter Monday that saw revenue up 355%. The company’s customer base grew by 458% to 370,200. Here's what the Street has to say.  The Zoom Analysts: BTIG analyst Matt VanVliet upgraded Zoom from Neutral to Buy and added...

Twilio Inc (NYSE: TWLO) reported second-quarter results Tuesday that were favorably driven by the COVID-19 pandemic, as its customers are scrambling to accelerate their digital transformation. Here's how the Street reacted to the print.  The Twilio Analysts BofA Securities analyst...

Zoom Video Communications Inc (NASDAQ: ZM) has zoomed past levels that could render the valuation attractive, leaving scope for "minimal" near-term upside, an analyst at Rosenblatt Securities said ahead of the company's Tuesday first-quarter report.  The Zoom Analyst Ryan...

Applied Optoelectronics Inc’s (NASDAQ: AAOI) business is stable at its two key customers, which contribute around 60% of overall revenue, according to Rosenblatt Securities. Yet the company’s revenue growth potential from new wins appears limited in the near term, an analyst at the firm...

Twilio Inc (NYSE: TWLO), a cloud communications platform-as-a-service company, reported stellar first-quarter results Wednesday, sending its shares higher into record territory. The Twilio Analysts Wells Fargo Securities analyst Michael Turrin maintained an Overweight rating on Twilio shares and...

Zoom Video Communications Inc (NASDAQ: ZM) has been one of the biggest market winners from the coronavirus-driven surge in employees working from home around the world. However, one analyst says RingCentral Inc (NYSE: RNG) is also getting a COVID-19 boost, and is anticipating an imminent product...

RingCentral Inc (NYSE: RNG) reported fourth-quarter results which sent shares flying to new all-time highs. Here is a summary of how some of the Street's top analysts reacted to the print. Review Ring's fourth quarter was highlighted by a subscription revenue beat of 5% versus a historical...

Ciena Corporation (NYSE: CIEN) is scheduled to report third-quarter results before the market opens on Sept. 5.  The company’s quarterly results could come in-line with or better than expectations, according to Rosenblatt Securities. The Analyst Ryan Koontz upgraded Ciena from...

Twilio Inc. (NYSE: TWLO) shares traded lower by 7 percent Wednesday after the company reported a mixed fourth quarter. Twilio’s Q4 revenue growth of 77 percent exceeded consensus analyst expectations, but EPS was only in-line with consensus. Twilio shares were up nearly 30 percent year-...

After a "steady dose of bad news" over the past year, now may be the time for investors to consider Acacia Communications, Inc. (NASDAQ: ACIA), according to Rosenblatt Securities. The Analyst Rosenblatt Securities' Ryan Koontz initiated coverage of Acacia Communications'...