Salesforce.com

"CRM did extremely well in competing and in winning against other startups, but competing effectively against a superior technology from ORCL is going to be extremely challenging," Trip Chowdhry, the Managing Director of Equity Research at Global Equities Research, wrote in an e-mail update on the...

The company will need to move fast if it wants to differentiate itself against Oracle, says analyst. Trip Chowdhry, the Managing Director of Equity Research at Global Equities Research, sent out an incremental update on Oracle (NASDAQ: ORCL) to discuss the company's forthcoming cloud announcements...

Intuit (NASDAQ: INTU), which is well positioned to take advantage of the migration of small business to the cloud, is scheduled to report fiscal third-quarter 2012 results tomorrow, May 17, after the end of the trading day. The software provider has enjoyed double-digit year-over-year percentage...

This weekend in Barron's online: what a shift in power in Congress would mean for investors, the prospects for Franklin Resources and for independent refiners in the Midwest, and an interview with America's preeminent forensic accountant. Cover Story “Power Shift” by Jim McTague. Whether or not...

This weekend in Barron's online: the annual listing of the top 30 corporate chiefs, a look at Deere, International Game Technology and Alexion Pharmaceuticals, as well as growth in Latin American airlines. Cover Story “World's Best CEOs” by Andrew Bary. Barron's offers up its annual listing of...

Hyped as the “largest social enterprise industry event on the east coast,” Cloudforce 2011 begins this Wednesday. Are you ready? If not, Benzinga can help you prepare. Salesforce.com (NYSE: CRM) has amassed an impressive collection of special guests that are slated to attend the event, including...

Much of the focus this week will be on retailers. The wave started with last week's strong results from Dillard's (NYSE: DDS), Kohl's (NYSE: KSS) and Macy's (NYSE: M). Nordstrom (NYSE: JWN) posted solid results as well. On the schedule for this week are Abercrombie & Fitch, (NYSE: ANF), Home...

“We think that the fundamentals of Salesforce.com is only going to deteriorate moving forward,” says Global Equities Research. Outspoken analyst Trip Chowdhry sent out an e-mail this morning regarding Salesforce.com (NYSE: CRM) following a recent keynote at Oracle World with Larry Ellison. “Key...

According to Global Equities Research, Salesforce.com (NYSE: RT) Industry Structure has Changed - revenue growth may slowdown for Salesforce.com, expenses may rise, which may lead to multiple compression, the best for CRM is probably over. Global Equities Research said that it attended today's...

Deutsche Bank has published a research report on salesforce.com (NYSE: CRM) previewing 2Q results and reiterating the rating. In the report, Deutsche Bank wrote, "We expect salesforce.com to report rev of $528m and EPS of $0.26 vs Street at $528.6m and $0.30. Street's EPS estimates have not been...

Earnings season is not over yet. Among the companies on deck to report quarterly results this coming week are Deere (NYSE: DE), Smucker (NYSE: SJM) and Estee Lauder (NYSE: EL). Analysts expect Deere's per-share earnings to be more than 13% higher than a year ago. Smucker's earnings are forecast to...

RightNow Technologies Inc. (NASDAQ: RNOW) is blowing up this morning, trading more than 14% higher following yesterday's Q2 EPS report of $0.15 vs. $0.12. Bank of America responded to the news by raising its Price Objective on the stock from $17 to $27. Jefferies was not as impressed, instead...

According to Piper Jaffray, Salesforce.com (NYSE: CRM) transactions shows that growth has accelerated to 64% in the first two months of FQ2 from 62% during the same period last quarter. Piper Jaffray said that it notes the significance of this by highlighting the historical 90% correlation between...

Jefferies is out with its report today on Salesforce.com (NYSE: CRM), reiterating Buy. In a note to clients, Jefferies writes, "Following checks and conversations with industry contacts, we reiterate our positive stance on Salesforce.com. Demand trends sound good, especially around Service Cloud,...

Fortinet (NASDAQ: FTNT) and NetSuite (NYSE: N) reached new 52-week highs of $26.26 and $38.13 per share, respectively, in Friday's trading session. Fortinet, which recently partnered with Indian tech firm Sify (NASDAQ: SIFY), has been speculated about as a takeover target for a company such as...