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Google Update
Shares in Google have dropped 5% despite the technology giant reporting a first-quarter profit rise of 3%. Profits were $3.45bn (£2.05bn), but investors are preoccupied by Google’s inability to...
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Autodesk
ADSK : NASDAQ : US$48.32 BUY Target: US$60.00 COMPANY DESCRIPTION: Autodesk is a global design software company that sells high-function, low-cost 2D and 3D computer-aided design (CAD) applications....
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Advanced Micro Devices Update
AMD : NYSE : US$4.06 BUY Target: US$5.00 Technology — Hardware – Semiconductors and Related Technologies EARNINGS RECOVERY DRIVEN BY DIVERSIFIED GROWTH, FOCUS ON OPERATING MARGINS; RESUMING WITH...
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Borderfree
BRDR : NASDAQ : US$13.25 BUY Target: US$18.00 Technology — Internet STRONG Q2 WITH SIGNIFICANT FULFILLMENT EFFICIENCY GAINS Summary Borderfree’s second quarter as a public company was another strong...
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Twitter, Inc. Initial Review BUY
TWTR : NASDAQ US$52.91 BUY Target: 62.00 COMPANY DESCRIPTION: Twitter is the world’s leading real-time one-to-many communication platform for discovering and sharing unique content. With over 270...
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Oracle : Analyst Day Update
ORCL : NASDAQ : US$38.27 BUY Target: US$48.00 COMPANY DESCRIPTION: Oracle develops, licenses and services database and middleware software, applications software, and hardware systems worldwide. The...
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Splunk – Analyst Day Update Target Price $68
SPLK : NASDAQ : US$57.25 BUY Target: US$68.00 Technology — Enterprise Software — Infrastructure ANALYST DAY TAKEAWAYS: STILL PLENTY OF ROOM FOR GROWTH With the 26% increase in SPLK shares since the...
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Service Now BUY
NOW : NYSE : US$58.07 BUY Target: US$72.00 COMPANY DESCRIPTION: ServiceNow is a leading provider of cloud-based services that automate enterprise IT operations — this includes a suite of...
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Applied Micro Circuits
AMCC : NASDAQ : US$6.88 BUY Target: US$11.00 Technology — Hardware — Semiconductors and Related Technologies SOFT NEAR-TERM SERVICE PROVIDER SPENDING IMPACTS CONNECTIVITY SALES; X-GENE AND HELIX...
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Autodesk BUY
ADSK : Update NASDAQ : US$58.41 BUY Target: US$70.00 COMPANY DESCRIPTION: Autodesk is a global design software company that sells highfunction, low-cost 2D and 3D computer-aided design (CAD)...
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