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UNCOVERED: Scott berg | History Defined

Freshworks Conference: AI Employee Experience Push Gains Steam as Freshservice Accelerates

Freshworks (NASDAQ:FRSH) Chief Financial Officer Tyler Sloat said the software company is sharpening its focus on its employee experience business, describing Freshworks as an “AI-enabled, unified service operations” platform company during a Needham-hosted discussion with Scott Berg, who leads SaaS

MarketBeat

Amplitude CFO Touts Statsig Deal, AI Agents as Growth Engines

Amplitude (NASDAQ:AMPL) Chief Financial Officer Andrew Casey outlined the company’s platform strategy, its agreement involving Statsig assets and customers, and its push into AI-enabled product development during a Needham fireside chat hosted by senior analyst Scott Berg. Casey said Amplitude was

MarketBeat

Salesforce's Q3 Wins Broad Analyst Praise As AI Momentum Builds

Shares of Salesforce Inc. (NYSE:CRM) rose in early trading on Thursday, after the company reported upbeat third-quarter results on Wednesday.

Benzinga

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Workday Posts Q3 Beat, Analysts Cut Price Targets On Outlook

Shares of Workday Inc (NASDAQ:WDAY) tanked in early trading on Wednesday, even after the company reported upbeat third-quarter earnings.

Benzinga

Salesforce Targets $60 Billion Revenue By 2030: Why Analysts See Room For Margin Expansion

Salesforce Inc (NYSE:CRM) shares rallied in early trading on Thursday, after the company set a revenue target of $60 billion for fiscal 2030.

Benzinga

BILL Holdings Gains Analyst Support For Fintech Expansion, Cross-Sell Momentum, AI-Driven Growth Plans

BILL Holdings (NYSE:BILL) reported on Wednesday a strong fiscal fourth quarter with revenue and EPS beats, driven by customer growth, cross-sell momentum and product innovation.

Benzinga

Dayforce, Thoma Bravo Deal Has Some Analysts Wanting More

Dayforce Inc (NYSE:DAY) agreed to a take-private deal with Thoma Bravo on Thursday, and two analysts promptly downgraded the stock.

Benzinga

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Shopify 'Fires On All Cylinders' As Q2 Results Trigger Bullish Analyst Forecasts

Shares of Shopify Inc (NASDAQ:SHOP) reported upbeat second-quarter sales, with at least two analysts raising their price targets.

Benzinga

Stocks Rally on Apple Strength: Stock Market Today

The iPhone maker will boost its U.S. investment by $100 billion, which sent the Dow Jones stock soaring.

Kiplinger

Dayforce: Native Platform To Drive Deal Growth, Says Bullish Analyst

Dayforce Inc (NYSE:DAY) offers a natively built platform that could drive more deals through human capital management partners, a Needham analyst says.

Benzinga

3 Reasons Salesforce Could Be Back at All-Time Highs by June

Salesforce is up 25% since April. With bullish technicals, analyst upgrades, and strong earnings momentum, further gains are imminent.

MarketBeat

This ‘Strong Buy’ AI Stock Offers ‘Sweeping Innovation.’ Analysts Say It Also Offers $100 Per Share in Upside Potential.

Despite the market’s choppy ride this year, Needham analysts foresee huge potential in this ‘Strong Buy’-rated AI stock.

Barchart

With AI Continuing to Heat Up, Is Salesforce Stock a Good Buy Now?

Its strategic artificial intelligence initiatives could continue driving growth for this tech stock.

Barchart

Navigating 19 Analyst Ratings For Dayforce

19 analysts have expressed a variety of opinions on Dayforce (NYSE:DAY) over the past quarter, offering a diverse set of opinions from bullish to bearish.

Benzinga

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Benzinga

Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'

S&P 500 company Salesforce reports Q3 results with a revenue beat and AI driving transformative growth. Analysts remain bullish.

Benzinga

What 6 Analyst Ratings Have To Say About Thryv Holdings

Providing a diverse range of perspectives from bullish to bearish, 6 analysts have published ratings on Thryv Holdings (NASDAQ:THRY) in the last three months.

Benzinga

Salesforce Q3 Earnings Preview: Analyst Says 'Transitional Year' Ahead, Recommends Buying The Dip

Salesforce stock is up 29% year-to-date in 2024. Analysts see more upside ahead. Here's a look at the earnings estimates.

Kiplinger

Salesforce Stock Plunges on Q1 Revenue Miss, Soft Outlook

Salesforce stock is down after reporting weak first-quarter revenue and a soft Q2 outlook. Here's what you need to know.

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Benzinga

Analysts Cheer Workday's Better Than Feared Q2 Amid Macro Concerns

Workday, Inc (NASDAQ:WDAY) clocked 21.9% revenue growth in Q2 to $1.54 billion, which beat average analyst estimates. The subscription revenues of $1.37 billion were up 22.8%. Workday reported EPS of $0.83, which beat average analyst estimates. Workday reported solid 2Q23 results highlighted with an uncertain macro backdrop pressuring sales much less than feared, Needham analyst…

Benzinga

Analysts Continue To See Upside In Salesforce Post Q2 Beat Despite Challenging Macros

Salesforce, Inc (NYSE:CRM) clocked 22% revenue growth to $7.72 billion in Q2, beating consensus. The EPS of $1.19 topped the consensus. The board approved a buyback of up to $10 billion. The Q3 and FY guidance were below the consensus. Mizuho analyst Gregg Moskowitz reiterated a Buy and cut the price target from $245 to $235.…

Benzinga

Bill.com Shares Gain As Analysts Cheer Its Q4 Performance

Bill.com Holdings, Inc (NYSE: BILL) clocked 156% revenue gr

Benzinga

Enterprise Software Firms Like Coursera, Five9, Teladoc Health And More Will 'Bake Looming Macro Slowdown Into Guidance,' Cautions This Analyst

Needham analyst Scott Berg shared 2Q earnings for its Enterprise Software universe kick-off this week with seven companies reporting, namely, 2U, Inc (NASDAQ: TWOU) (

Benzinga

Here's Why Needham Continues To See 105% Upside To Avalara Post Its Analyst Day

Needham analyst Scott Berg attended Avalara, Inc's (NYSE: AVLR) virtual analyst day, in which the company highlighted new products and provided intermediate-term financial targets that beat expectations.

Benzinga

Here's How Analysts View Braze Post Q1 Beat

Analysts acknowledged Braze, Inc's (NASDAQ:BRZE) Q1 beat amid macro headwinds. Piper Sandler analyst Brent Bracelin maintained Braze with an Overweight and cut the price target from $65 to $42 based on lower growth assumptions given increasing external risks. Despite increasing macro headwinds, BRZE delivered another strong quarter. Increasing investments in direct-to-consumer (DTC) and first-party data stacks have…

Benzinga

Read Needham's Views On Braze, EPAM, MongoDB

Needham offered its take on three software & services companies.

1 2

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