Cloud revenue remains sluggish at the wide-moat firm, particularly when compared with competitors such as Microsoft, Salesforce, and Workday.
The Magento acquisition will bolster the firm's already strong standing in digital marketing while unlocking new opportunities.
The wide-moat firm is enjoying greater demand for its core cloud products.
Microsoft will issue undervalued equity to finance this transaction, but it expects to repurchase shares to offset the size of the deal within six months.
The wide-moat firm continues to see strength across all of its major cloud properties, and we're boosting our fair value estimate by about 9%.
3-D printing and a managed print service focus will provide new growth opportunities for HP, secular headwinds in traditional printing will limit overall growth.
We see a massive market opportunity for the undervalued company.
A stellar third quarter underscores the wide-moat firm's strength, and shares are trading at a sizable discount to our fair value estimate.
We’re raising our fair value estimate for the wide-moat firm and view shares as attractive.
The purchase price looks steep, but wide-moat Salesforce can achieve significant revenue synergies given its overlap with Mulesoft's largely enterprise customer base.
The wide-moat firm will begin to face a series of tough compares as they lap quarters that are fully inclusive of NetSuite.
Its products are the industry standard for creative professionals.
The wide-moat firm's results could prove lumpy in the near term as it attracts more cloud customers, but its long-term competitive positioning is as strong as ever.
The wide-moat firm's competitive positioning in customer relationship management software is virtually unassailable.
Despite a good increase in printer sales, we think the long-term secular headwinds facing both printing and PC markets make sustainable top-line growth unlikely.
The platform-as-a-service firm continues to diminish its customer concentration risk, and we're raising our fair value estimate to $37 per share.
This wide-moat company is the world’s largest pure-play software-as-a-service vendor.
We’re boosting our fair value estimate for Microsoft after the firm’s second-quarter results beat our expectations.
Changes in the management ranks have no impact on our view on the wide-moat firm, which is trading about 20% below our fair value estimate.
We believe customer switching costs are decreasing.
The narrow-moat company continues to see strong demand for its application development and emerging technology solutions.
The wide-moat firm will roll out its first set of price hikes across Creative Cloud, and we think there is room for upside to management's outlook for fiscal 2018.
The wide-moat company's convoluted IaaS/PaaS stacks up poorly against rivals such as Amazon and Microsoft.
Its modern software platform is creating a dominant market position.
The wide-moat firm remains poised to capture additional market share as spending for customer relationships management applications continues to move toward cloud-based applications.
We are maintaining our wide moat rating and bumping our fair value estimate.
The firm has a long runway for growth, and we assign it a positive moat-trend rating.
The wide-moat firm should deliver stable 7% annual growth in dividend payments over the next 10 years.
The wide-moat company is aggressively pushing its robust portfolio of applications into the cloud, a strategy that includes significant partnerships with cloud visionaries Salesforce.com and Amazon Web Services.
The wide-moat firm is one of the highest-quality names in software, and we're raising our fair value estimate.
The wide-moat firm reported solid results, but we take issue with its strategy for the remainder of its cloud business.
Although the cyber intelligence business drove results this past quarter, we think the customer engagement business remains the stronger segment, and remains the backbone of our narrow moat rating.
The wide-moat firm's competitive positioning is as strong as ever as its best-of-breed platform continues to drive improved efficiency for insurance companies.
The secular headwinds facing both of HP’s core businesses (personal systems and printing) will ultimately prevent material growth over the next several years.
The wide-moat company continues to make headway on several initiatives, including investment in industry-specific products and growing its international business.
The shares of this software-as-a-service powerhouse are trading below our new fair value estimate.
We see strong competitive advantages building for both of the firms' public cloud offerings.
The wide-moat firm's cloud business is on an upward trajectory.
We still see some upside in Microsoft shares today after the firm closed its fiscal year with a bang.
The core business is in a challenging position after the narrow-moat company has undergone so many drastic overhauls in the last two years.
The Azure platform should provide substantial growth for several years.
Computer technology firm has a challenging task ahead of it as it makes the transition in its business model.
The wide-moat firm's limited capital expenditure profile gives us pause about the legitimacy of their public cloud offering for infrastructure-as-a-service.
We're raising our fair value estimate on the wide-moat firm.
We’re raising our fair value estimate on the wide-moat company as it reaches key milestones in its burgeoning cloud properties.
Splunk's versatile analytics platform will drive outsize growth, but there are some challenges in the no-moat firm's business model.
Though shares of the wide-moat firm have rallied this year, we think they could have more room to run.
We’re raising our fair value estimate for the software giant as its cloud roadmap strengthens.
Two cloud infrastructure technologies, OpenStack and OpenShift, are paramount to this narrow-moat company's long-term success.
The wide-moat company boasts one of the best execution stories in software.