|Day Low/High||127.39 / 128.17|
|52 Wk Low/High||94.81 / 130.67|
While Salesforce's valuation spells a limited margin of error, the company's execution still looks rock-solid and enterprise software spending trends remain healthy.
When traders are flailing and investors are drowning, examples work best to illustrate what happens before a bottom is reached.
Elliott Management thinks SAP can significantly grow its EPS with the help of cost cuts and buybacks. A comparison of SAP's margin profile with Oracle and Microsoft's suggests it's right.
Oracle is back in the green for 2018 after a strong earnings release on Monday night.
Recent earnings reports from several major software firms suggest business trends remain pretty good for the group.
Secular demand is sending software stocks like Salesforce cloud-bound.
There's a lot of confusion and leadership changes going on right now in tech and we need answers.
Damon Fletcher, who was named Tableau's permanent CFO last month, talks to TheStreet about the analytics vendor's new products, competition and more.
Cloud stocks, unlike most of tech, are less exposed to Chinese revenue and tariffs.
Though the software giant beat estimates, its revenue and sales guidance was below consensus. And it decided to stop breaking out its cloud revenue streams by themselves.
The media software giant now seems eager to grow the reach of its marketing software platform, and in doing so better exploit some big industry trends.
Though the software giant beat estimates, its soft cloud revenue forecast raises questions about how well it's competing against the likes of Salesforce and Workday.
Prices of the enterprise software giant could pull back a bit more in the short run until a longer-run bull resumes.
"I have really in my own mind been looking for a crash, not a bear market... We are in the middle of something like 1946 and 1962 -- and to some extent something like 1929 but not as bad....I look not for a long bear market but for a brief but vicio...
You think we could avoid the collision, given that we hit all-time highs in the Dow and the S&P and the Nasdaq?
The consultancy faces major leadership changes, just as INFY deals with a host of secular and competitive challenges.
Automatic Data Processing could learn a thing or two from the two consumer products giants when it comes to a commitment to innovation.
Partners such as Accenture and IBM give Apple the resources and expertise it needs to win big enterprise deals.
The business has accelerated rather dramatically.
While hardware peers are seeing heavy sales pressure, many enterprise software giants are doing just fine as businesses learn to love the cloud.
Some quick hits to ponder as you get ready for that second cup of Morning Joe -- and by that I mean coffee, not the program. PayPal & Visa have struck a deal for PayPal to offer a debit card in Europe. Ah, Cashless Consumption continues to gain gro...
The memory giant's outlook didn't blow away expectations the way it did in March. But it also didn't produce any big red flags.
The world isn't ending just yet, however.
TheStreet's Action Alerts PLUS Portfolio Manager Jim Cramer said Salesforce is making a move against Oracle ORCL and SAP SAP.