Salesforce COO Brian Millham Trades Shares Worth $495K by Mark Eisenberg 26.06.2024 "Salesforce COO Brian Millham sold $495,621 in shares, bought $380,107 in new shares. Part of Rule 10b5-1, strong Q1, analysts ...
Microsoft’s Gen-AI Outpaces Azure in CapEx Efficiency, Says Goldman by Mark Eisenberg 25.06.2024 "Microsoft's Gen-AI investments yield high capital efficiency, with AI revenue growth surpassing early Azure benchmarks, per Goldman Sachs."
Enerpac Slides 9% on Q3 Revenue Miss – Strong Balance Sheet by Mark Eisenberg 25.06.2024 Enerpac shares dropped 9% after a Q3 revenue miss despite EPS meeting expectations and improvements in gross margin and EBITDA.
FactSet Q3 2024 Earnings: 5% Growth in ASV and Services by Mark Eisenberg 24.06.2024 FactSet’s Q3 fiscal 2024 earnings report shows growth in subscription value and EPS, with a 39.4% operating margin amid market ...
5 Big AI Analyst Calls: Downgrade for Palantir, Micron Upgraded by Mark Eisenberg 23.06.2024 "Key Analyst Moves This Week: Palantir Downgraded, Micron's Price Target Hiked. Microsoft, Apple, and Adeia emerge as strong AI contenders."
Baird Boosts Amazon Stock Target Amid Mixed Margin Outlook by Mark Eisenberg 21.06.2024 Baird slightly lifts Amazon target to $213 on revised margins; AWS may see contraction, but strong advertising margins boost overall ...
Patterson Companies Reports Modest Q4 Growth Amid Challenges by Mark Eisenberg 19.06.2024 "Patterson Companies posts 1% Q4 internal sales growth despite cybersecurity hit, highlights strong pet and production animal markets for future."
Lennar’s Q2 Results: Solid Growth & Strategic Shifts by Mark Eisenberg 19.06.2024 Lennar's Q2 earnings reveal solid growth, strategic shifts, and a strong 2024 outlook with 80,000 homes planned, improved margins, and ...
BofA Reiterates Buy on Zscaler, Sets $265 Target by Lilu Anderson 17.06.2024 BofA reaffirms Buy rating, $265 target for Zscaler post-Zenith Live 2024, citing strong innovations, strategic shifts, and positive market outlook.
Morgan Stanley Cuts RH Target Amid Economic Struggles by Mark Eisenberg 17.06.2024 The firm maintained its Buy rating despite highlighting a second-half sales increase as crucial to meet yearly targets amid a ...