Latest ideas and analyses related to IT spending

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DELL

+30 pts



$DELL - Barclays impressed by record Q1 sales, but see supply constraints and tougher comps ahead

By ethonomics on May 28, 2021, 12:19 p.m.
Tagged topics: conservative guidance , earnings results , IT spending , supply constrained , tough comps , Barclays

Views: 406, Votes: 1, Responses: 0, Attachments: 4
MSFT

+1 pts





By drmikeinvest on April 25, 2021, 9:14 p.m.
Tagged topics: digital transformation , Azure , earnings preview , IT spending , Goldman Sachs , upside to estimates

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MSFT

+32 pts



$MSFT - Goldman expects continued strong momentum for cloud growth, sees upside to estimates for Q3 results next week

By rIsILAwr on April 23, 2021, 6:06 p.m.
Tagged topics: digital transformation , Azure , earnings preview , IT spending , Goldman Sachs , upside to estimates

Views: 110, Votes: 1, Responses: 1, Attachments: 8
DELL , VMW

+30 pts



$DELL, $VMW - Morgan Stanley raises Dell target to $117, says VMware spin unlocks Dell equity and accelerates deleveraging

By ethonomics on April 15, 2021, 11:35 a.m.
Tagged topics: deleverage , spin-off , IT spending , analyst raises target , Goldman Sachs , Morgan Stanley , VMware spin , investment grade , special dividend , debt upgrade

Views: 519, Votes: 1, Responses: 0, Attachments: 12
CSCO

+5 pts



HD TOO

By Profiteer on March 26, 2021, 12:37 a.m.
Tagged topics: post-COVID , IT spending , analyst upgrade , Goldman Sachs , return to office , networking spend , video conferencing

Views: 1, Votes: 1, Responses: 0, Attachments: 0
CSCO

+5 pts



Nice

By arstgurujai on March 25, 2021, 8:57 p.m.
Tagged topics: post-COVID , IT spending , analyst upgrade , Goldman Sachs , return to office , networking spend , video conferencing

Views: 1, Votes: 1, Responses: 0, Attachments: 0
CSCO

+12 pts



$CSCO - Goldman upgrades to Buy with reopening likely to drive increased campus networking spend

By phenphen on March 25, 2021, 4:04 p.m.
Tagged topics: post-COVID , IT spending , analyst upgrade , Goldman Sachs , return to office , networking spend , video conferencing

Views: 143, Votes: 2, Responses: 2, Attachments: 7
AMZN

+30 pts



$AMZN - JP Morgan sees potential for AWS revenue to accelerate this year, says Selipsky has the knowledge and experience for a smooth transition into AWS CEO role

By labjordan on March 24, 2021, 12:57 p.m.
Tagged topics: new CEO , analyst checks , AWS , IT spending , JP Morgan , AWS CEO , Adam Selipsky

Views: 116, Votes: 1, Responses: 0, Attachments: 1
CRM , MSFT , COUP

+35 pts



nice

By drmikeinvest on March 14, 2021, 7:25 p.m.
Tagged topics: accelerating growth , digital transformation , software , post-COVID , IT spending , Goldman Sachs

Views: 1, Votes: 1, Responses: 0, Attachments: 0
CRM , MSFT , COUP

+43 pts



Thanks

By uniqueerique on March 9, 2021, 7:22 a.m.
Tagged topics: accelerating growth , digital transformation , software , post-COVID , IT spending , Goldman Sachs

Views: 4, Votes: 1, Responses: 1, Attachments: 0