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Rafael Enrique - 1 Lightrocket - 1 Donald Trump - 1 Gina Mastantuono - 1 Gregg Moskowitz - 1 Moskowitz - 1 TipRanks - 1 TD Cowen - 1
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Snowflake's Snowflake
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Wall - 1 Mizuho - 1 ServiceNow's - 1

Search resuls for: "Derrick Wood"


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☆ Top Wall Street analysts pick 3 stocks for their attractive prospects
  + stars: | 2024-12-01 | by ( Tipranks.Com Staff | ) www.cnbc.com   time to read: +4 min
Top Wall Street analysts look to pick stocks of companies that are backed by strong financials, reliable business models and that boast attractive product offerings. With that in mind, here are three stocks favored by the Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance. ServiceNowThis week's first pick is artificial intelligence-enabled workflow automation software company ServiceNow (NOW). Following a virtual fireside chat with ServiceNow's CFO Gina Mastantuono, Mizuho analyst Gregg Moskowitz reiterated a buy rating on NOW stock. The analyst also raised the price target to $1,070 from $980 to account for the rise in comparative valuation multiples.
Persons: Rafael Enrique, Lightrocket, Donald Trump, Gina Mastantuono, Gregg Moskowitz, Moskowitz, TipRanks, TD Cowen, Derrick Wood, Wood, Twilio Organizations: Wall, Mizuho, ServiceNow's Locations: Snowflake's, Snowflake
☆ Third Point becomes latest activist investor to take stake in Salesforce
  + stars: | 2023-02-09 | by ( Jordan Novet Scott Wapner | Jordan Novet | Scott Wapner | ) www.cnbc.com   time to read: +2 min
Marc Benioff, cofounder and CEO of Salesforce, attends a session at the Congress centre during the World Economic Forum in Davos, Switzerland, on January 17, 2023. Dan Loeb's hedge fund Third Point has built a position in Salesforce , expanding the group of activists circling the business software maker, CNBC has confirmed. The news comes two weeks after Salesforce said ValueAct Capital CEO Mason Morfit will join its board in March. Since, which joined the Dow Jones Industrial Average in 2020, has faced high-profile departures and slowing revenue growth of late and dealt with criticism for buying companies such as Slack and Tableau at high multiples. On Jan. 4, Salesforce shares rose more than 3% after the company announced a plan to cut 10% of employees.
☆ Watch CNBC's full interview with Cowen analyst Derrick Wood
  + stars: | 2023-01-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Cowen analyst Derrick WoodCowen analyst Derrick Wood joins 'Closing Bell' to discuss activist investor Elliott Management Corp's involvement with Salesforce, operating margin goals for Salesforce in 2023, and the focus on organic growth over acquisitions.
☆ Salesforce: Cowen analyst Derrick Wood weighs in on the recent stock surge
  + stars: | 2023-01-23 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSalesforce: Cowen analyst Derrick Wood weighs in on the recent stock surgeCowen analyst Derrick Wood joins 'Closing Bell' to discuss activist investor Elliott Management Corp's involvement with Salesforce, operating margin goals for Salesforce in 2023, and the focus on organic growth over acquisitions.
☆ Cowen downgrades Salesforce as company adjusts to a slower growth era
  + stars: | 2023-01-20 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
The outlook looks foggy for Salesforce as the software giant adjusts to a new normal after years of record growth, according to Cowen. "With several recent exec departures & a major restructuring underway, we expect to see elevated levels of disruption risk," Wood wrote. The company also announced late last year the departure of co-CEO Bret Taylor and Slack founder and CEO Stewart Butterfield . Woods trimmed Cowen's price target on Salesforce to $160 from $175 a share, reflecting just 9% upside from Thursday's close. "After a long cycle of high growth through both organic & inorganic efforts, Salesforce has reached greater market penetration and is entering a more mature growth phase," Wood wrote.
☆ Here's how much money Google estimates Microsoft's cloud business is actually losing
  + stars: | 2022-12-21 | by ( Jordan Novet | ) www.cnbc.com   time to read: +4 min
Google has for years been playing catch-up in the cloud infrastructure market, where it's seen in the industry as a distant third in the U.S., behind Amazon and Microsoft . The challenge for investors is that the three companies don't report cloud infrastructure metrics in a way that makes them easily comparable. The Azure and other cloud services metric also includes, among other things, enterprise mobility and security, or EMS, tools that can be sold separately. Google parent Alphabet, meanwhile, doesn't tell investors how much revenue or operating income the Google Cloud Platform, or GCP, generates. It only discloses those figures for what it calls Google Cloud, which includes subscriptions to Google Workspace collaboration software, as well as GCP, a direct Azure rival.
☆ RBC downgrades Twilio on weak guidance, says there are 'mis-execution' concerns
  + stars: | 2022-11-04 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +3 min
Analysts at RBC Capital Markets are moving to the sidelines when it comes to Twilio. "We are downgrading Twilio to Sector Perform, following weak guidance and a disappointing Analyst Day, which leaves us unable to defend the long-term story," wrote Rishi Jaluria in a Friday note. Disappointing analyst day Then, RBC found Twilio's analyst day to be additionally disappointing instead of being a positive catalyst. Management pulled its previously stated growth target of 30% or more and is now targeting growth of 15% to 25%. Analysts at Cowen also downgraded Twilio to market perform from outperform and cut their price target to $65 from $100.
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