cloud computing

Brian White of Drexel Hamilton has downgraded Tableau Software Inc (NYSE: DATA) to Hold from Buy following the tepid third-quarter revenue and “chilling” outlook that suggests the company has lost its competitive advantage in the crowded cloud market. Mixed Q3 Tableau reported third-...

Nutanix Inc (NASDAQ: NTNX), a provider of an enterprise cloud platform, saw its shares trade for the first time on the public market on September 30. Nutanix's stock opened trading at $26.50 after pricing its IPO at $16 per share. On Wednesday, shares opened at $29.40, and after one hour, the stock...

Twilio Inc (NYSE: TWLO) shares are now down 34.7 percent in the past month after skyrocketing more than 300 percent from their IPO price in a matter of months. One of the biggest bearish drivers in recent weeks has been the company’s 7 million-share secondary offering completed last week. For...

Microsoft Corporation (NASDAQ: MSFT) shares closed up over 4 percent in a weak Friday session following an earnings report that Bank of America describes as strong “across the board.” Analyst Kash Rangan is particularly impressed by Microsoft’s cloud numbers and management...

Microsoft Corporation (NASDAQ: MSFT) shares are soaring more than 4.0 percent in a weak session on Friday following a strong Q3 earnings report. William Blair analyst Jason Ader believes the company’s cloud computing numbers are most impressive of all. Following the report, Ader has upgraded...

BTIG’s Edward Parker started coverage of Nutanix Inc (NASDAQ: NTNX) with a Neutral rating, as he advises investors to wait for a better entry point. Nutanix is a leading provider of hyper-converged infrastructure (HCI), in which storage and computing assets are collapsed into a single tier....

Amazon.com, Inc. (NASDAQ: AMZN)'s Amazon Web Services (AWS) and VMware, Inc. (NYSE: VMW) revealed a tactical partnership to create and deliver a flawlessly integrated hybrid offering. This would give their customers a "full software-defined data center experience (SDDC)." The two companies...

Previewing the fiscal second-quarter results of Alibaba Group Holding Ltd (NYSE: BABA), SunTrust noted that core profitability remains strong, despite the near-term investments headwinds. The firm sees strong investor sentiment and business momentum, based on the company's analyst day takeaways...

JPMorgan said in a research note on Monday that the market is undervaluing salesforce.com, inc. (NYSE: CRM), which it terms as the most valuable cloud asset. Analyst Mark Murphy said conversations with more than a dozen industry contacts reinforce his confidence in the favorable long-term outlook...

While most investors have certainly heard about cloud computing, many aren’t familiar with what cloud computing is and what the different categories of cloud computing mean. To start, cloud computing is a shift in the way computer services are provided. Instead of downloading software and...

Close on heels of Oracle Corporation (NYSE: ORCL)'s analyst day, which Goldman Sachs attended, and the firm's panel discussions with four Oracle Platinum Partners and cloud infrastructure vendors, the brokerage delved on the highlights and takeaways from these events. Analyst Heather Bellini noted...

On Wednesday, UBS upped its price target on the shares of Buy-rated Adobe Systems Incorporated (NASDAQ: ADBE) to $130 from $122. The firm feels the revised target might prove conservative, with the bullish stance attributed to its belief that the stock still has room to run despite trading near...

In a brazen attack on Amazon.com, Inc. (NASDAQ: AMZN) at the Oracle OpenWorld event, an annual Oracle convention, Oracle Corporation (NYSE: ORCL)'s chief technology officer Larry Ellison said Amazon's databases are 20 years behind of Oracle's databases in the cloud. The renewed push toward cloud...

Microsoft Corporation (NASDAQ: MSFT) announced Monday that it had entered into a six-year agreement with HP Inc (NYSE: HPQ) for the deployment of its Microsoft Dynamics to thousands of employees across HP. HP was formerly a cloud partner of salesforce.com, inc. (NYSE: CRM). During a Deutsche Bank...

Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and its Google unit are aggressively pushing into the cloud, and investors should view this as a bullish sign for the stock. Deutsche Bank's Ross Sandler commented in a research note on Thursday that his recent channel checks show Google as not only "...