Latest news with #Lenschow
Business Insider
12-06-2025
- Business
- Business Insider
Barclays Remains a Buy on Oracle (ORCL)
Barclays analyst Raimo Lenschow reiterated a Buy rating on Oracle (ORCL – Research Report) today and set a price target of $202.00. The company's shares closed today at $176.38. Confident Investing Starts Here: Lenschow covers the Technology sector, focusing on stocks such as Microsoft, ServiceNow, and CoreWeave, Inc. Class A. According to TipRanks, Lenschow has an average return of 10.7% and a 60.00% success rate on recommended stocks. Currently, the analyst consensus on Oracle is a Moderate Buy with an average price target of $178.95, representing a 1.46% upside. In a report released today, Citizens JMP also maintained a Buy rating on the stock with a $205.00 price target. ORCL market cap is currently $497.7B and has a P/E ratio of 41.70. Based on the recent corporate insider activity of 51 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of ORCL in relation to earlier this year. Last month, Leon Panetta, a Director at ORCL sold 17,500.00 shares for a total of $2,646,525.00.
Yahoo
28-05-2025
- Business
- Yahoo
Why AI Stock CoreWeave Surged 21% Higher Today
Several news items drove the stock to a double-digit win on the first trading day of the shortened week. With those, investors shrugged off a recommendation downgrade from an analyst. 10 stocks we like better than CoreWeave › Two pieces of encouraging news obscured a negative development with CoreWeave (NASDAQ: CRWV) stock on Tuesday. Ultimately, investors decided to latch on to the affirmative, as they drove the stock nearly 21% higher in price. That absolutely crushed the S&P 500 index's (SNPINDEX: ^GSPC) otherwise impressive 2%-plus rise. CoreWeave is a cloud infrastructure company that focuses on the market for high-end artificial intelligence (AI) capabilities. As such, it is a business partner of next-generation chipmaker Nvidia, which also owns a substantial stake in the company. On Tuesday, the Financial Times reported that a clutch of Nvidia suppliers had surmounted technical challenges that had delayed shipments of Nvidia's AI data center racks. This had negatively affected the company's production of its Blackwell AI servers; CoreWeave hosts such servers via its cloud platform. Another positive development for CoreWeave was its Tuesday announcement of a new hire. The company tapped Carl Holshouser as its vice president of government affairs. Prior to his hiring, Holshouser served in a variety of managerial positions concerning public policy, most recently as head of federal policy and government relations at tech executive association TechNet. Investors rightfully cheered the addition of a manager steeped in experience with government entities. With these developments, the market shrugged off a recommendation downgrade from an analyst. Barclays' Raimo Lenschow changed his view on CoreWeave stock to equal weight (hold, in other words) from his previous overweight (buy). He knocked his price target down to $70 per share -- from the previous $100 -- in the process. According to reports, while Lenschow expects robust growth from the company, he feels it is too richly valued at the moment. Lenschow certainly has a point, but CoreWeave's business is red-hot these days, and likely to get hotter. Yes, it's expensive, but as we all know, quality stocks can be pricey. I wouldn't be afraid of this one's level just yet. Before you buy stock in CoreWeave, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and CoreWeave wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $639,271!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $804,688!* Now, it's worth noting Stock Advisor's total average return is 957% — a market-crushing outperformance compared to 167% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Barclays Plc. The Motley Fool has a disclosure policy. Why AI Stock CoreWeave Surged 21% Higher Today was originally published by The Motley Fool
CNBC
27-05-2025
- Business
- CNBC
CoreWeave gets its first downgrade since IPO
Barclays is moving to the sidelines on CoreWeave after the stock's massive rally since going public. The firm downgraded CoreWeave to equal weight from overweight on Monday. It did raise its price target to $100 per share from $70, but that implies upside of just 3%. CoreWeave has been on a tear since its initial public offering on March 28 . In that time, the stock has surged 156.9%. The company priced its IPO at $40 per share. In May alone, shares have soared 148%. Analyst Raimo Lenschow said he's optimistic on the stock long term, but added that the short-term upside is limited. CRWV YTD mountain CoreWeave stock in 2025. "At current levels, CoreWeave is trading at a 41x EV/EBIT CY26 multiple (assuming ~$31.4bn in gross debt in CY26), and while we expect growth to remain strong, we are not sure there are fundamental arguments to push this much higher, with the company trading at a healthy premium already to the rest of the space," Lenschow said. "We continue to like CRWV for its long-term opportunity and exposure to the GenAI theme, but given valuation and lacking a near-term catalyst, see limited upside in the near-term from here." The AI cloud computing company's IPO was the largest in the tech sector since 2021. The firm is backed by AI darling Nvidia and rents out access to the chipmaker's graphics processing units to peer technology companies. "It is important not to undersell CoreWeave as one of the first pure-play GenAI stories in software," Lenschow said. "The company addresses a large TAM across both training and inference workloads, and we continue to see a strong growth opportunity for the business in the near- and medium-term, with the 420% y/y revenue growth in Q1 evidence of healthy momentum." Several Wall Street shops last month issued bullish ratings on the stock last month , after a blackout period ended. JPMorgan, Bank of America and Barclays were among those who initiated coverage with a buy-equivalent rating. However, Barclays is now the first firm on the Street to downgrade the stock.
Globe and Mail
06-05-2025
- Business
- Globe and Mail
Analysts Conflicted on These Technology Names: Microsoft (MSFT), Arista Networks (ANET) and Fortinet (FTNT)
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Microsoft (MSFT – Research Report), Arista Networks (ANET – Research Report) and Fortinet (FTNT – Research Report). Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Microsoft (MSFT) Barclays analyst Raimo Lenschow maintained a Buy rating on Microsoft today and set a price target of $494.00. The company's shares closed last Friday at $435.28. According to Lenschow is a 3-star analyst with an average return of 1.3% and a 45.2% success rate. Lenschow covers the Technology sector, focusing on stocks such as The Descartes Systems Group, CoreWeave, Inc. Class A, and Klaviyo, Inc. Class A. ;'> Microsoft has an analyst consensus of Strong Buy, with a price target consensus of $506.31, which is a 17.3% upside from current levels. In a report issued on April 21, Citi also maintained a Buy rating on the stock with a $480.00 price target. Arista Networks (ANET) In a report released today, Tim Long from Barclays maintained a Buy rating on Arista Networks, with a price target of $126.00. The company's shares closed last Friday at $91.02. According to Long is a 5-star analyst with an average return of 13.1% and a 61.8% success rate. Long covers the Technology sector, focusing on stocks such as Hewlett Packard Enterprise, Keysight Technologies, and Motorola Solutions. ;'> Arista Networks has an analyst consensus of Strong Buy, with a price target consensus of $111.17, a 24.8% upside from current levels. In a report issued on May 1, Morgan Stanley also maintained a Buy rating on the stock with a $100.00 price target. Fortinet (FTNT) In a report released today, Saket Kalia from Barclays maintained a Hold rating on Fortinet, with a price target of $103.00. The company's shares closed last Friday at $106.18, close to its 52-week high of $114.82. According to Kalia is a 5-star analyst with an average return of 12.2% and a 58.1% success rate. Kalia covers the Technology sector, focusing on stocks such as CCC Intelligent Solutions Holdings, Procore Technologies, and CrowdStrike Holdings. ;'> Fortinet has an analyst consensus of Moderate Buy, with a price target consensus of $111.55, a 5.5% upside from current levels. In a report issued on April 23, Roth MKM also initiated coverage with a Hold rating on the stock with a $103.00 price target.
Business Insider
05-05-2025
- Business
- Business Insider
Analysts Offer Insights on Technology Companies: Atlassian (TEAM) and Juniper Networks (JNPR)
Analysts have been eager to weigh in on the Technology sector with new ratings on Atlassian (TEAM – Research Report) and Juniper Networks (JNPR – Research Report). Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Atlassian (TEAM) In a report issued on May 2, Raimo Lenschow from Barclays maintained a Buy rating on Atlassian, with a price target of $260.00. The company's shares closed last Friday at $208.48. According to Lenschow is a 3-star analyst with an average return of 1.3% and a 45.2% success rate. Lenschow covers the Technology sector, focusing on stocks such as The Descartes Systems Group, CoreWeave, Inc. Class A, and Klaviyo, Inc. Class A. The word on The Street in general, suggests a Strong Buy analyst consensus rating for Atlassian with a $271.53 average price target, which is a 32.6% upside from current levels. In a report issued on April 22, Oppenheimer also maintained a Buy rating on the stock with a $325.00 price target. Juniper Networks (JNPR) In a report issued on May 2, Tim Long from Barclays maintained a Hold rating on Juniper Networks, with a price target of $40.00. The company's shares closed last Friday at $36.63. According to Long is a 5-star analyst with an average return of 13.1% and a 61.8% success rate. Long covers the Technology sector, focusing on stocks such as Hewlett Packard Enterprise, Keysight Technologies, and Motorola Solutions. Juniper Networks has an analyst consensus of Hold, with a price target consensus of $39.75, implying a 9.1% upside from current levels. In a report issued on May 1, Wells Fargo also maintained a Hold rating on the stock with a $40.00 price target.
