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Box's Demand Trends 'Remain Healthy,' KeyBanc Says After Q1 Print
Thursday, May 31, 2018 - 9:21am | 369Read More...Box Inc (NYSE: BOX) reported Wednesday with first-quarter results that sent shares initially trading lower — but one analyst continues to see the bullish case for owning the stock. The Analyst KeyBanc Capital Markets' Rob Owens maintains an Overweight rating on Box with...
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Analyst: The Dropbox Post-Earnings Dip Should Be Bought 'Aggressively'
Friday, May 11, 2018 - 12:57pm | 329Read More...The 4-percent decline in Dropbox Inc. (NASDAQ: DBX)'s stock in reaction to its first-quarter earnings report is somewhat puzzling as the company delivered upside on "essentially every financial metric," according to Canaccord Genuity. The Analyst Canaccord Genuity's Richard...
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What This Analyst Expects From Dropbox's Q1
Tuesday, May 8, 2018 - 12:55pm | 326Read More...Dropbox Inc. (NASDAQ: DBX) is scheduled to report its first-quarter results after Thursday's market close and should report a strong beat-and-raise quarter, according to DA Davidson. The Analyst DA Davidson's Rishi Jaluria maintains a Buy rating on Dropbox' with an unchanged 12-...
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Cowen Names CyrusOne, Digital Realty As Top Data Services Picks
Wednesday, April 25, 2018 - 4:54pm | 574Read More...A handful of companies in the data services sector are on deck to report earnings. After a disappointing performance in the fourth quarter for the sector as a whole, the group is expected to show a "marked improvement," with CyrusOne Inc (NASDAQ: CONE) and Digital Rlty (NYSE: DLR) being...
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Argus: 'Strong' End Markets, Cavium Acquisition Make Marvell Technology A Buy
Wednesday, March 7, 2018 - 2:13pm | 434Read More...Marvell Technology Group Ltd. (NASDAQ: MRVL) is in a strong position to show investors top-line growth after several years of sales declines, according to Wall Street's newest bull analyst. The Analyst Argus' Jim Kelleher initiated coverage of Marvell Technology Group's stock with a...
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Despite 'Executing Well,' Pure Storage Catches Analyst Downgrade
Friday, March 2, 2018 - 1:06pm | 367Read More...Pure Storage Inc (NYSE: PSTG) reported a top-and-bottom-line beat in its fourth quarter results, but digging beyond the headline numbers reveals a few concerning metrics, according to Susquehanna. The Analyst Susquehanna Financial Group's Mehdi Hosseini downgraded Pure Storage's stock...
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Buy The Dip In NetApp, Analyst Says
Friday, February 16, 2018 - 1:13pm | 398Read More...NetApp Inc. (NASDAQ: NTAP) reported a top-and-bottom line beat in its fiscal third quarter, but shares initially lost more than 7 percent mostly due to a decline in gross margins. The sell-off represents a buying opportunity for investors as the stock boasts significant upside, according to D.A....
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Analysts Upgrade NetApp Before Q3 Report: 'We Expect Revenues To Continue To Outgrow The Market'
Tuesday, February 13, 2018 - 3:59pm | 588Read More...NetApp Inc. (NASDAQ: NTAP) earned upgrades from two sell-side analysts who praised the storage and data management name's fundamentals. NetApp is scheduled to release its third-quarter earnings report Feb. 14 and its analyst day is set for April 5. The Analysts Loop Capital...
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UBS: Life Storage Has Disconnect Between Growth, Valuation
Friday, December 15, 2017 - 5:26pm | 377Read More...Too much optimism is priced into the shares of Life Storage Inc (NYSE: LSI), according to an analyst at UBS. The Analyst UBS analyst Nick Yulico downgraded shares of Life Storage from Neutral to Sell, while he maintained his $75 price target for the shares. The Thesis With new supply...
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Public Storage Downgraded, But Analyst Says 'We Could Be Wrong'
Monday, December 4, 2017 - 2:12pm | 430Read More...Public Storage (NYSE: PSA) is likely to underperform given an unattractive valuation and persisting supply pressures, and yet there's a variable that a Bank of America Merrill Lynch analyst said could make the firm more bullish on the self-storage company. The Analyst BofA...
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A Nutanix Bull Explains What The Street May Be Misunderstanding
Wednesday, November 22, 2017 - 2:58pm | 436Read More...Nutanix Inc (NASDAQ: NTNX), a provider of an operating system that converges silos of servers, virtualization and storage into an integrated solution, saw its stock soar more than 100 percent during its first day of trading in 2016 and closed the day at $37. The stock hasn't traded near this...
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The Cavium Deal Makes Marvell Tech A Buy In This Analyst's View
Tuesday, November 21, 2017 - 11:28am | 400Read More...Marvell Technology Group Ltd. (NASDAQ: MRVL) announced this week it plans on acquiring rival chipmaker Cavium Inc (NASDAQ: CAVM) for $40 per share in cash plus 2.1757 Marvell shares for each Cavium share. The Analyst Jefferies' Mark Lipacis upgraded Marvell's stock rating from Hold to Buy...
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Why Micron Should Consider Buying Pure Storage
Tuesday, October 24, 2017 - 10:56am | 446Read More...Shares of Pure Storage Inc (NYSE: PSTG) were trading higher by around 3 percent Tuesday morning after analysts at Susquehanna Financial Group suggested the company is an attractive takeover target with the most likely buyer being Micron Technology, Inc. (NASDAQ: MU). Micron is reportedly parting...
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Why NetApp Will Grow Its Top And Bottom Lines For At Least A Year, Potentially Longer
Monday, August 21, 2017 - 10:54am | 505Read More...Analysts at Argus turned bullish on NetApp Inc. (NASDAQ: NTAP) Monday amid a view that the company is now positioned for at least a year of revenue and earnings growth. The firm's Jim Kelleher upgraded NetApp's stock rating from Hold to Buy and set a $46 price target. After peaking north of...
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Western Digital's Q4: Where It Impressed, Where It Disappointed
Friday, July 28, 2017 - 11:53am | 370Read More...Western Digital Corp (NASDAQ: WDC)'s fiscal fourth-quarter earnings report contained a mixture of good and bad. While investors are focusing on the bad based on the stock's heavy selloff on Friday, BMO Capital Markets' Tim Long maintains an Outperform rating on Western Digital's stock with an...
















