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A solar energy company and a video game maker were highlighted by analysts Tuesday. Meanwhile, JPMorgan upgraded Roblox to overweight from neutral, and its new price target implies upside of more than 35%. — Pia Singh 5:43 a.m.: KeyBanc downgrades beaten-down solar stock Sunnova Energy Heading into first-quarter earnings, KeyBanc Capital Markets is cautious on residential solar names, particularly Sunnova Energy . Analyst Sophie Karp downgraded the Texas-based residential and commercial solar energy company to sector weight from overweight and removed her price target on the stock. It also raised its price target to $48 from $41, implying a 37% rally over the next 12 months.

Persons: KeyBanc, Oppenheimer, Dwight, Rupesh Parikh, Parikh, — Pia Singh, DataDog, Andrew Nowinski, Datadog, Nowinski, Yun Kim, Kim, MDB, KeyBanc downgrades, Sophie Karp, Karp, —, Cory Carpenter, Carpenter, Fred Imbert Organizations: CNBC, JPMorgan, Loop Capital, Sunnova Energy, NOVA, SolarEdge Technologies, Enphase Energy Locations: Sunnova, Parikh, Wells Fargo Wells, Texas, U.S

☆ Ride the bull market wave with these top stocks in March, Morgan Stanley says
▼ + stars: | 2024-03-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Analysts at Morgan Stanley have named a slate of stocks to buy as March gets underway. The firm said investors should bet on the market's momentum by scooping up shares of undervalued companies. They include HashiCorp , Rivian Automotive , Dell Technologies, Sun Country Airlines and Huntington Bancshares. The stock is down 26% over the last 12 months, but the firm said investors should buy the dip. HashiCorp Analyst Sanjit Singh upgraded the cloud-computing infrastructure company to overweight from equal weight earlier this week.

Persons: Morgan Stanley, scooping, Ravi Shanker, Shanker, Sanjit Singh, Singh, Adam Jonas, —, Jonas, Rivian, Dell, …, Huntington, HBAN Organizations: CNBC, Rivian Automotive, Dell Technologies, Sun Country Airlines, Huntington, Amazon, Rivian, Airlines Locations: Huntington Bancshares

☆ Salesforce beats on earnings, declares dividend. Those selling the stock are missing the big picture
▼ + stars: | 2024-02-28 | by ( Jeff Marks | ) www.cnbc.com time to read: +9 min

Adjusted operating margin expanded to 31.4% in the quarter, missing estimates of 31.55%, according to FactSet. No, but it was an overall solid quarter for Salesforce, with the company beating on most key metrics. In its fiscal 2024, Salesforce repurchased $7.7 billion worth of stock, lowering its diluted share count by about 1 million to 983 million. For the first quarter, Salesforce guided for revenues between $9.12 and $9.17 billion, in line with estimates of $9.15 billion. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Salesforce, We're, it's, Wednesday's, Marc Benioff, we'd, Amy Weaver, Benioff, Einstein, Cash, Salesforce's, Jim Cramer's, Jim Cramer, Jim, Justin Sullivan Organizations: Revenue, LSEG, Club, CNBC Locations: Americas, Africa, Asia, Latin America, India, Canada, San Francisco , California

☆ Salesforce shares are deservedly rewarded after a stellar quarter and a rosy outlook
▼ + stars: | 2023-11-29 | by ( Jeff Marks | ) www.cnbc.com time to read: +8 min

Bottom line It was another terrific quarter from Salesforce with steady, double-digit revenue growth and a continued operating margin uplift, leading to a huge increase in earnings per share. Additionally, the topline growth story has some game to it, thanks to the surge in interest in its Data Cloud. By Cloud unit, the most exciting performance in the quarter came from the Data Cloud. Revenue growth accelerated to 22% from 16% in the prior quarter, and the company said it added 1,000 new customers in the quarter alone. Artificial intelligence is driving the interest in the Data Cloud, as more customers seek to use Mulesoft's integration technology to unlock data across legacy systems, cloud apps, and devices.

Persons: Salesforce, Marc Benioff, management's, Salesforce's headcount, Salesforce's, Jim Cramer's, Jim Cramer, Jim, Nicholas Kamm Organizations: Revenue, LSEG, CNBC, Salesforce, Economic, Washington, AFP, Getty Locations: Americas, Africa, Asia, headcount, Washington ,

☆ How Apple Lost the K-12 Education Market to Google
▼ + stars: | 2023-08-10 | by ( Michael Gartenberg | ) www.businessinsider.com time to read: +6 min

Apple used to dominate the K-12 education market. By missing out on schools, Apple is losing the unique relationship it once had with students. Long before music was part of Apple's DNA and computers were something to be strapped to one's face, Apple was the de facto standard for K-12 education. Apple's share of the K-12 education market has been under siege since at least 2017 , when low-cost Windows computers and Google's affordable Chromebooks with its suite of cloud apps, began to own the market. But maybe more importantly, Google now owns the K-12 market because Apple appears to be uninterested in it.

Persons: Apple, Michael Gartenberg, Long, Mavis Beacon, Chromebooks, Apple hasn't, They're Organizations: Apple, Morning, Los, Google, Schools, Mac Locations: Los Angeles, Cupertino

☆ Cloudflare, Palo Alto Networks and Zscaler tumble as Microsoft expands in cybersecurity
▼ + stars: | 2023-07-12 | by ( Jordan Novet | ) www.cnbc.com time to read: +3 min

Cloudflare , Palo Alto Networks and Zscaler shares all fell Wednesday after analysts noted Microsoft's entry into a part of the cybersecurity market where those three smaller companies already compete. Shares of Zscaler and Palo Alto both slid as much as 7.4%, while Cloudflare shares fell as much as 6.5%. Analysts emphasized that the new Microsoft Entra Internet Access and Microsoft Entra Private Access products are in the preview stage, with no pricing details available. The Microsoft Entra Private Access service offers an alternative to long-standing virtual private networks, or VPNs, which let employees access internal programs while working remotely. Microsoft Entra Internet Access can help security administrators control employees' connections to cloud apps, including Microsoft 365 applications such as Teams.

Persons: Satya Nadella, Joy Chik, Morgan Stanley, Hamza Fodderwala Organizations: Palo Alto Networks, Palo Alto, Analysts, Microsoft, Management, Microsoft Defender, Cloud Apps, Jefferies, UBS Locations: Palo, Palo Alto

☆ Amazon, Meta, and other big tech firms have entered the 'Great Hesitation' — cutting hiring and other costs in fear of an economic downturn
▼ + stars: | 2022-10-16 | by ( Rob Price | Eugene Kim | ) www.businessinsider.com time to read: +10 min

Leaders at large-cap tech companies are in an anxious waiting game, battening down the hatches as they prepare for the storm to hit. Some tech firms will be hurt moreAmong the biggest players in the tech industry, the impacts of a crash will not be felt evenly. "I look at these large tech companies, and over the last couple of years, obviously money's been free, everything got bloated, and all these tech companies — excluding Apple — have effectively doubled their head count over a three-year period, right? Beyond head count, tech companies are cutting back on extras, imperiling their famously lavish meal options. The largest tech companies are also signaling their anxiety by trimming budgets for their more experimental businesses and research projects.

You can sync your Notes from an iPhone to your Mac using an iCloud account. You probably use the Notes app the most on your iPhone, since it's great for jotting down quick thoughts and reminders throughout the day. You can easily sync these Notes by making a few changes to your iCloud settings. Marissa Perino/Business InsiderYou can also access the iCloud settings page by going directly through the Notes app on your Mac. Open Notes.

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