Tag Archives: orcl

Oracle Upgraded To Buy While ‘Sentiment Is Terrible’

It’s not always true that what goes down must come up, so Evercore ISI didn’t use that as a rationale in upgrading software giant Oracle (ORCL) to a buy rating. Analyst Kirk Materne shared more solid reasons for the upgrade, while maintaining a 44 price target on Oracle stock, in a research note Wednesday. “Given the lack of near-term catalysts, we expect our more positive view on the stock to play out over the next few quarters, not the next few

Are Cisco, Symantec, HP Angling For Fortinet, Qualys?

Cybersecurity firms Qualys (QLYS), Fortinet (FTNT) and Proofpoint (PFPT) could be on the auction block in 2016, likely pitting Cisco Systems (CSCO), Microsoft (MSFT), Hewlett Packard Enterprise (HPE) and Oracle (ORCL) in a “long overdue” M&A battle, FBR analyst Daniel Ives said Wednesday. In a separate research report, a Barclays analyst downgraded Check Point Software Technology (CHKP) stock and lowered his price target on Fortinet stock, despite

Where’s Big Data In ’16? Game Changing, Beyond Better

Trying to identify which among the many enterprise software companies deserve the most attention in 2016 might be impossible, but we’ve cut our list down to six. Among cloud software upstarts, Splunk (SPLK), Tableau Software (DATA) and Qlik Technologies (QLIK) could make noise in the new year. And among the longtime standard-bearers, Hewlett Packard Enterprise (HPE), IBM (IBM) and Oracle (ORCL) bear watching. These companies will generate billions