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Salesforce, Inc. (CRM) Beats on Earnings and Revenue
Insider Monkey81d agobullish
Salesforce, Inc. (CRM) Beats on Earnings and Revenue

Salesforce, Inc. (NYSE:CRM) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, CNBC reported that Salesforce, Inc. (NYSE:CRM)’s Q1 fiscal 2027 results beat estimates while guiding slightly below expectations. The company had adjusted EPS of $3.88 while revenue was $11.13 billion, growing by 13% year […]

Morgan Stanley flags unexpected Dell stock update after earnings
TheStreet81d agoneutral
Morgan Stanley flags unexpected Dell stock update after earnings

A particular moment in markets does not happen often. It is when a Wall Street firm that called a stock wrong publicly admits it, in plain language, in a research note. Morgan Stanley just had that moment with Dell Technologies (DELL). "We got this one wrong," the firm wrote in a note shared with ...

Morgan Stanley slashes targets on 3 software stocks after earnings
TheStreet82d agoneutral
Morgan Stanley slashes targets on 3 software stocks after earnings

Morgan Stanley updated its outlook on three software stocks following earnings, highlighting how differently AI adoption is impacting companies across the sector. Morgan Stanley believes investors are increasingly focused on companies that can use AI to drive durable revenue growth; for example ...

BofA resets MongoDB stock price target after earnings
TheStreet82d agoneutral
BofA resets MongoDB stock price target after earnings

On May 29, Bank of America reiterated its Buy rating and raised its price target to $390 from $375 for MongoDB (MDB), arguing that the company's latest results reinforce the view that MongoDB remains a "share gainer" in the next-generation database market. BofA pointed to stronger-than-expected ...

Morgan Stanley revisits NetApp stock price target after earnings
TheStreet82d agoneutral
Morgan Stanley revisits NetApp stock price target after earnings

NetApp (NTAP) stock jumped about 22% on May 29 after reporting strong fourth-quarter earnings and raising expectations for FY2027. Morgan Stanley responded by lifting its price target from $88 to $137, citing growing evidence that enterprise AI spending is beginning to translate into real storage ...

JPMorgan resets Dell stock price target after earnings
TheStreet83d agoneutral
JPMorgan resets Dell stock price target after earnings

Two weeks ago, JPMorgan raised its Dell price target to $280 and called it a meaningful move. After Dell's latest earnings, that target lasted less than a fortnight. On May 29, the same analyst nearly doubled it again. Samik Chatterjee, a top-ranked JPMorgan analyst rated eighth among more than ...

Should SLM’s Earnings Beat and Higher EPS Guidance Require Action From SLM (SLM) Investors?
Simply Wall St.83d agobullish
Should SLM’s Earnings Beat and Higher EPS Guidance Require Action From SLM (SLM) Investors?

Sallie Mae (Nasdaq: SLM) recently reported quarterly results that exceeded analyst expectations on both revenue and earnings per share, while also issuing full-year EPS guidance above consensus despite a slight year-on-year revenue decline. SLM also announced that Co-President and Chief Financial Officer Pete Graham will speak at the 2026 Morgan Stanley US Financials Conference, giving investors another chance to hear management discuss the company’s outlook and capital allocation...

Okta (OKTA) Hits 4-Year High as Earnings Soar
Insider Monkey83d agobullish
Okta (OKTA) Hits 4-Year High as Earnings Soar

Okta Inc. (NASDAQ:OKTA) is one of the 10 Stocks With Explosive Returns. Okta saw its share prices climb to a fresh four-year high on Friday, as investor sentiment was boosted by its strong earnings performance in the first quarter of fiscal year 2027. In intra-day trading, the stock surged to a record high of $124.79 […]