After-hours movers: HP Inc., Dell Technologies, Workday and more
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StreetInsider.com Top Tickers, 6/23/2026
- Wall Street ends lower on semiconductor selloff as AI spending concerns mount
- Alphabet added to Dow Jones Industrial Average, Verizon dropped
- Chip stocks plunge, but bargain-hunters limit scale of tech rout
- FedEx falls 4% as CY2026 profit forecast misses expectations despite Q4 beat
- Oil prices finish 1% lower as investors focus on Hormuz flows after peace talks
- Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation
- Spain's ex-transport minister sentenced to 24 years for corruption
- China, US, UAE police arrest 276 telecom fraud suspects in Dubai
- Needham Starts NeoVolta (NEOV) at Buy
- Li Auto Inc. (LI) Breaks Ground on Chips R&D and Production Base
CrowdStrike Holdings (CRWD) PT Raised to $400 at Citi
November 27, 2024 7:32 AM ESTCiti analyst Fatima Boolani raised the price target on CrowdStrike Holdings (NASDAQ: CRWD) to $400.00 (from $300.00) while maintaining a Buy rating.
The analyst comments "Impressive $1B+ milestone revs quarter (29% YoY, +3pts ahead), came concurrent with healthy operating leverage (19% OPM, +2pts ahead) despite outage-costs... More
BTIG Reiterates Neutral Rating on CrowdStrike Holdings (CRWD)
November 27, 2024 6:02 AM ESTBTIG analyst Gray Powell reiterated a Neutral rating on CrowdStrike Holdings (NASDAQ: CRWD).
The analyst comments "CRWD posted mixed FQ3 results and talked down sequential ARR growth for FQ425. To go into details, CRWD delivered total ARR of $4,018MM / +27.4% in FQ325 fractionally above our estimate of $4,005 / 27.0% and the Street at $4,011MM. On a headline basis, FQ3 net ARR additions were $153MM, which was slightly above the street at $147MM. However, the quarter also included a 1x headwind related to the transferability of a prior $26MM federal deal that closed in the prior... More
Workday (WDAY) PT Lowered to $300 at Goldman Sachs
November 27, 2024 6:00 AM ESTGoldman Sachs analyst Kash Rangan lowered the price target on Workday (NASDAQ: WDAY) to $300.00 (from $305.00) while maintaining a Buy rating.
The analyst comments "We reiterate our Buy rating while lowering our 12m PT to $300 ($305 prior). Workday lowered FY25 subscription revenue guidance (from 16.8% to 16.7%) and FY26 (from 15% to 14.3%) despite a slight quarterly beat (+10bps) and 15.4% cRPO growth. The stock is -10% AH as investors debate to what degree the further... More
Nordstrom (JWN) PT Raised to $22 at Evercore ISI
November 27, 2024 5:41 AM ESTEvercore ISI analyst Michael Binetti raised the price target on Nordstrom (NYSE: JWN) to $22.00 (from $20.00) while maintaining a In Line rating.
The analyst comments "Thesis Update: While JWN had a great quarter, its hard to embrace either a bullish or... More
HP, Inc. (HPQ) PT Lowered to $36.50 at Citi
November 27, 2024 5:34 AM ESTCiti analyst Asiya Merchant lowered the price target on HP, Inc. (NYSE: HPQ) to $36.50 (from $37.00) while maintaining a Neutral rating.
The analyst comments "HPQ shares traded down ~7% as guide missed expectations on more muted PC recovery expectations with inflated commodity costs... More
Workday (WDAY) PT Raised to $287 at Citi
November 27, 2024 5:34 AM ESTCiti analyst Steven Enders raised the price target on Workday (NASDAQ: WDAY) to $287.00 (from $270.00) while maintaining a Neutral rating.
The analyst comments "WDAY reported a softer F3Q with a lighter sub rev beat (+0.1% vs. 4QAve of 0.3%), a 4Q guide... More
Dell (DELL) PT Lowered to $156 at Citi
November 27, 2024 5:33 AM ESTCiti analyst Asiya Merchant lowered the price target on Dell (NYSE: DELL) to $156.00 (from $160.00) while maintaining a Buy rating.
The analyst comments "Dells shares traded down ~10% as reported revenues/guide missed expectations, largely on AI revenues (timing related) and more tempered... More
Autodesk (ADSK) PT Raised to $280 at Mizuho
November 27, 2024 5:09 AM ESTMizuho analyst Matthew Broome raised the price target on Autodesk (NASDAQ: ADSK) to $280.00 (from $260.00) while maintaining a Neutral rating.
The analyst comments "Autodesk reported solid 3Q25 results and raised key FY25 guidance metrics again including revenue, EPS, and FCF midpoint targets as management... More
Ambarella (AMBA) PT Raised to $95 at Stifel
November 27, 2024 5:08 AM ESTStifel analyst Tore Svanberg raised the price target on Ambarella (NASDAQ: AMBA) to $95.00 (from $80.00) while maintaining a Buy rating.
The analyst comments "F3Q25 Results: Revenue of $82.7mn (+29.7% q/q) was +4.6% higher than our $79.0mn estimate, and above companys previously issued... More
Guggenheim Reiterates Neutral Rating on CrowdStrike Holdings (CRWD)
November 27, 2024 5:08 AM ESTGuggenheim analyst John DiFucci reiterated a Neutral rating on CrowdStrike Holdings (NASDAQ: CRWD).
The analyst comments "Key Message: CrowdStrike easily exceeded F3Q25 consensus estimates (informed by guidance) and guided F4Q revenue a bit above, while operating income and EPS were in line to slightly below. We estimate that New ARR declined 27%, which was below the 15% decline we anticipated in our Plausible scenario. Surprisingly, dollar-based gross retention held up to historical... More
BMO Capital Reiterates Outperform Rating on Workday (WDAY)
November 27, 2024 5:06 AM ESTBMO Capital analyst Daniel Jester reiterated an Outperform rating and $300.00 price target on Workday (NASDAQ: WDAY).
The analyst comments "Workday results highlighted persistent strength in key verticals like education and public sector, but diminished hopes that growth investments are quickly poised to improve underlying... More
Guggenheim Reiterates Sell Rating on Workday (WDAY)
November 27, 2024 5:06 AM ESTGuggenheim analyst John DiFucci reiterated a Sell rating and $200.00 price target on Workday (NASDAQ: WDAY).
The analyst comments "Key Message: Workday reported mixed F3Q25 results, while F4Q25 guidance was slightly below the Street, and apparently surprisingly to many, FY26 guidance of 14% Subscription growth was below consensus 15.2%. Management blamed the guidance on large strategic deals signed in F3Q25 that have later deliverables, but those that have covered WDAY for years know that... More
Canaccord Genuity Reiterates Buy Rating on Workday (WDAY)
November 27, 2024 5:05 AM ESTCanaccord Genuity analyst David Hynes Jr. reiterated a Buy rating and $300.00 price target on Workday (NASDAQ: WDAY).
The analyst comments "Bottom line, management remains optimistic about many of the key drivers partners, US Federal, Industries, full suite, AI, etc. but the numbers... More
Oppenheimer Reiterates Outperform Rating on Autodesk (ADSK)
November 27, 2024 5:05 AM ESTOppenheimer analyst Ken Wong reiterated an Outperform rating and $350.00 price target on Autodesk (NASDAQ: ADSK).
The analyst comments "Investment Summary. We reiterate our Overweight rating and maintain our 12-month price target at $370; we continue to believe in CRWD's path to a full... More
Cantor Fitzgerald Reiterates Overweight Rating on CrowdStrike Holdings (CRWD)
November 27, 2024 5:04 AM ESTCantor Fitzgerald analyst Jonathan Ruykhaver reiterated an Overweight rating and $370.00 price target on CrowdStrike Holdings (NASDAQ: CRWD)
The analyst comments "Investment Summary. We reiterate our Overweight rating and maintain our 12-month price target at $370; we continue to believe in CRWD's... More
Evercore ISI Reiterates Outperform Rating on CrowdStrike Holdings (CRWD)
November 27, 2024 5:04 AM ESTEvercore ISI analyst Peter Levine reiterated an Outperform rating and $400.00 price target on CrowdStrike Holdings (NASDAQ: CRWD).
The analyst comments "F3Q results exceeded expectations across the board, marking the first full quarter post-outage a win for longs. If these results set the tone for the next two to three quarters, it would signal a highly favorable outcome given what was initially feared. Concerns about a significant acceleration in customer churn were firmly disproven this quarter, aligning with the positive trends highlighted in our channel work this quarter (here). This quarter... More
