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BTIG Initiates Coverage Of Software Sector, Notes 'Early Innings Of Multi-Year Growth'
Friday, September 11, 2015 - 9:42am | 524Read More...Cloud computing is creating a "radical change" throughout technology, according to Joel Fishbein of BTIG. Fishbein added Enterprise software spending will outpace overall IT spending over the next five years Fishbein recommends buying a "handful" of tech companies,...
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All Eyes On Cloud 'Breakout' For Amazon, Analyst States
Thursday, April 23, 2015 - 9:16am | 296Read More...In a report published Thursday, Benchmark analyst Daniel Kurnos previewed Amazon.com, Inc. (NASDAQ: AMZN)'s first quarter results, noting that the first quarter is the least meaningful quarter of the year, but the primary focus is bound to be on the first-ever "breakout" of AWS. Kurnos noted that...
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Why This Analyst Set An Outperform Rating On Cyberark Shares
Friday, April 17, 2015 - 9:32am | 269Read More...In a report published Friday, JJMP Securities analyst Erik Suppiger initiated coverage of Cyberark Software Ltd (NASDAQ: CYBR) with a Market Outperform rating and $72 price target as the Privileged Account Management (PAM) market is a rapidly growing opportunity with the potential to become a...
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Microsoft Azure Vs. Amazon AWS: Who Wins?
Monday, April 13, 2015 - 8:10am | 331Read More...In a report published Sunday, Deutsche Bank analyst Karl Keirstead took a closer look into Microsoft Corporation (NASDAQ: MSFT)'s Azure cloud infrastructure and Amazon.com, Inc. (NASDAQ: AMZN)'s rivaling AWS service. According to Keirstead, Azure revenues fall in a range of $500 to $700 million and...
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3 High-Risk Cloud Computing Stocks...And 4 Better Alternatives
Wednesday, April 8, 2015 - 10:45am | 425Read More...A new report by Pacific Crest Securities focuses on cloud computing, analytics and data infrastructure stocks. The report includes the most recent field checks and a breakdown of the most risky stocks in the space and the stocks with the strongest fundamentals. Slow Start To 2015 According to...
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Pacific Crest: Rackspace Hosting Will Benefit From Secular Shift, Shares Trading At 20% Discount
Wednesday, March 18, 2015 - 11:47am | 177Read More...In a report published Tuesday, Pacific Crest analyst Michael Bowen suggested that Rackspace Hosting, Inc. (NYSE: RAX) will benefit from an imminent industry-wide secular shift from on premise data centers to hybrid clouds made up of private and public clouds. "As complexities increase in the cloud...
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4 Bank Of America Predictions For 2015: U.S Stocks Favored Over Bonds, Technology 'A Game Changer' & More
Tuesday, December 9, 2014 - 10:41am | 288Read More...A team of analysts at Bank of America published on Tuesday their top tips for investors to follow in 2015. “Under the Chinese zodiac, 2015 is the year of the sheep, an animal considered to be gentle and calm,” the analysts wrote in their report. “Our market forecasts fit this description in that...
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Hewlett-Packard CEO Meg Whitman Ready For 'New World' Of Tech
Friday, February 21, 2014 - 3:07pm | 479Read More...Hewlett-Packard (NYSE: HPQ) CEO Meg Whitman appeared on CNBC's Squawk on the Street Tuesday where she discussed redefining the company within a transitioning tech market that's emphasizing big data and cloud computing. Whitman sees the market getting better for a few reasons, including the...
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Google And VMware Just Ganged Up On Microsoft
Thursday, February 13, 2014 - 12:14pm | 596Read More...Businesses are all about saving money. Now Google (NASDAQ: GOOG) and VMware (NYSE: VMW) have come up with a way enterprises can save lots of money via Google’s inexpensive Chromebook. Chromebook users, thanks to VMware, will be able to access Microsoft's (NASDAQ: MSFT) Windows applications via...
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Rackspace Earnings Preview: Will Short-Term Setbacks Hurt the Long-Term Picture?
Monday, February 10, 2014 - 2:41pm | 695Read More...After the market closes on Monday, Rackspace Hosting (NYSE: RAX) will report its first quarter results. The current consensus expectation is for Rackspace to report an EPS of $0.14 and $404.86 million revenue. Investors will have high expectations for the company's earnings, as the cloud space has...
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Sell-Off in Rackspace Hosting Seems Highly Overdone, says Cowen Analysts
Tuesday, December 3, 2013 - 3:48pm | 308Read More...Shares of Rackspace Hosting (NYSE: RAX) fell more than seven percent following the opening bell on Tuesday. The reason for the sell off was attributed to investors concerns that Google's (NASDAQ: GOOG) announcement of lowering pricing for most of its cloud and server-related services can be viewed...
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Guess Which Stocks Are Leading the Cloud Computing ETF
Thursday, September 12, 2013 - 7:46am | 631Read More...Just enough folks know there is a cloud computing ETF. That is to say the First Trust ISE Cloud Computing Index Fund (NYSE: SKY) has nearly $117 million assets in under management, comfortably ahead of the $100 million watermark that so many ETF analysts and pundits put so much faith into...
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These Three Executives Say Cloud Software Will Reinvent Traditional Businesses
Wednesday, August 14, 2013 - 10:44am | 660Read More...In exclusive interviews with three leaders of the enterprise social network space, Benzinga got a unique look into the future of cloud technology. Tony Zingale, CEO of Jive Software (NASDAQ: JIVE), Andrew Dixon, COO of Igloo Software and Craig Malloy, CEO of Bloomfire all gave their...
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EXCLUSIVE: Igloo's Andrew Dixon on Invading the Collaboration Market
Tuesday, July 23, 2013 - 12:53pm | 449Read More...With the cloud growing in popularity, investors and consumers alike need to be aware of Igloo, a software company taking the business collaboration market by storm. In an exclusive interview with Benzinga, Senior Vice President of Igloo Software and former Microsoft executive Andrew Dixon gave...
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Microsoft to Announce Major Restructure as Soon as Thursday (MSFT)
Wednesday, July 10, 2013 - 9:00am | 563Read More...As part of an effort to achieve “functional coherence,” Microsoft (NASDAQ: MSFT) CEO Steve Ballmer may be set to reveal the company’s restructuring plan as early as Thursday, July 11, according to AllThingsD. When it comes to defining functional coherence, Microsoft is less than specific,...













