Ryan MacDonald

Microsoft Corporation (NASDAQ: MSFT) reported its Q2 2017 revenue and EPS significantly ahead of expectations. Going ahead, the key indicators of the company’s success would be the performance of Dynamics 365 with the integrated LinkedIn functionality and the extent of Office 365 and Azure...

ServiceNow Inc (NYSE: NOW) reported strong Q4 2016 results, beating expectations despite currency headwinds. The Q1 and 2017 guidance also came in higher than expected. 4Q Results ServiceNow reported quarterly revenue of $385.7 million, above the consensus estimate of $379.3 million. This...

Oracle Corporation (NYSE: ORCL) reported its Q2 revenue slightly below expectations, impacted by FX headwinds. The company’s initiatives to drive infrastructure cloud growth could result in some gross margin compression in the near term, Wunderlich’s Ryan MacDonald said in a report. He...

Oracle Corporation (NYSE: ORCL) and Adobe Systems Incorporated (NASDAQ: ADBE) will report their quarterly numbers Thursday after market, and Wunderlich expects the prints to have macro implications given reported weakness in deal activity. Macro Influence “Overall, the key focus from a macro...

Shares of Workday Inc (NYSE: WDAY) came under investors' hammers after billings headwind and potential deal slippages led the company to cut its outlook for the all-important fourth quarter. Quick Review Q3 EPS: $0.03 vs. estimated $(0.04). Q3 revenue: $409.6 million vs. estimated $400 million. FY...

Salesforce.com, inc. (NYSE: CRM)’s better-than-expected third-quarter results and upbeat guidance have eased investor concerns after the company’s shaky second quarter and an M&A spending-spree. Q3 Print Highlights The strong numbers and buoyant forward projections have sent the...

The “best is yet to come” from Microsoft Corporation (NASDAQ: MSFT), Wunderlich said as part of its upgrading the stock to Buy from Hold after the company’s first quarter revenue and EPS topped the Street on growth in Azure and adoption of Office 365. “We believe the...

Wunderlich Securities thinks Symantec Corporation (NASDAQ: SYMC) has spent more money in the last few years on transforming itself to next-generation security provider. Earlier, the company was restricted to backup and bulky legacy security. Analysts Bill Choi and Ryan MacDonald believe the...

Wunderlich has reiterated its Buy rating and $101 price target on salesforce.com, inc. (NYSE: CRM) following the company's better-than-expected second-quarter results. But, the shares fell 6 percent in Thursday's pre-market hours as investors fretted over the outlook. Earnings And Guidance...

Wunderlich said Palo Alto Networks Inc (NYSE: PANW) has provided a conservative outlook for FY17 given the increased leverage from higher margin subscription revenues and deferred commission project that should boost EPS by $0.25. "As such, we believe there is upside to updated FY17 estimates. PANW...

Imperva Inc (NYSE: IMPV) reported disappointing 2Q results, while lowering its FY16 guidance. Wunderlich’s Ryan MacDonald downgraded the rating on the company from Buy to Hold, with a price target of $50. Future Uncertain “When Elliott Management took a stake in the company, potential...

Investors of Symantec Corporation (NASDAQ: SYMC) will be looking for an update on the Blue Coat deal, rather than first-quarter results, slatted for after hours Thursday. The company revealed the completion of its Blue Coat acquisition only a few days back. Therefore, investors will be keen to know...

Microsoft Corporation (NASDAQ: MSFT) reported robust Q4 results, with the revenue and EPS beating the consensus expectations. Wunderlich’s Ryan MacDonald maintained a Hold rating on the company, while raising the price target from $55 to $60. “Despite continued declines in the...

Intrexon Corp (NYSE: XON) faces a large, multi-segment market opportunity, which outweighs near-term pressures related to its 2Q16 results, Wunderlich’s Ryan MacDonald said in a report. He reiterated a Buy rating on the company, with a price target of $50. Intrexon’s Oxitec business...