Rackspace Hosting

  • Rackspace Hosting: The Dunder-Mifflin of the Cloud?

    By Sean Fox - August 27, 2013 | Tickers: AMZN, RAX, VMW

    The difference between Rackspace Hosting (NYSE: RAX) and larger cloud computing providers such as VMware (NYSE: VMW) and Amazon (NASDAQ: AMZN) is comparable to that of fictional paper company Dunder Mifflin (NBC’s The Office) and the big-box retailers they compete against. Both Rackspace and Dunder Mifflin offer a product similar to their counterparts at somewhat competitive pricing models, but their bread is buttered through exceptional customer service. However, while more »

  • This Cloud Hosting Stock is a Buy From Here

    By Chris Lau - August 11, 2013 | Tickers: AMZN, RAX

    Things are looking good again for cloud computing services provider Rackspace Hosting (NYSE: RAX). After reporting a bad quarter in May, shareholders recouped most of their paper losses last week when Rackspace beat analyst estimates. It might be time to be interested in the company again.

    Earnings Recap

    Revenue grew for many core segments as the company boosted headcount, increased research and development spending, and increased sales and marketing expenses more »

  • Amazon: Clouds on the Horizon a Good Sign?

    By Jason Bond - August 7, 2013 | Tickers: AMZN, IBM, RAX

    When Amazon (NASDAQ: AMZN) Web Services (AWS) goes down, it seems to take half the web with it. Giants such as Netflix, Reddit, and Quora all use Amazon  AWS for their web servers and database needs. Let's take a more in-depth look at Amazon Web Services.

    The product

    AWS offers startups and big business alike a virtual data center that can scale up and down in mere minutes and more »

  • How You Can Avoid Amazon's Cloud Dominance

    By Dana Blankenhorn - July 30, 2013 | Tickers: IBM, RAX, RHT

    The dominance of Amazon.com in the public cloud, highlighted by the CIA's decision to award a $600 million, 10-year contract to the company, has caused huge problems for alternatives to the company's infrastructure, especially OpenStack.

    The assumption was that, while Amazon would grab early adopters and start-ups eager to develop quick-and-dirty applications, systems like OpenStack would win the “private cloud,” because it's open source infrastructure enterprises more »

  • Amazon Killing the Cloud Boom

    By Dana Blankenhorn - July 12, 2013 | Tickers: AMZN, RAX, RHT

    Amazon.Com (NASDAQ: AMZN) has become a classic “category killer.”

    Most investors see it as killing the category of online retail, which it absolutely dominates. It's almost five times larger than the number two in this market, according to Netonomy.

    But there's a second category Amazon is killing, the cloud.

    A year ago cloud companies were booming. By creating virtual operating systems, using commodity PCs instead of specialized more »

  • What This IT Bellwether's Results Mean to the Market?

    By Lee Samaha - July 3, 2013 | Tickers: IBM, ORCL, PANW, RAX, SAP

    The last thing the tech market needed right now was a disappointing set of earnings from Oracle (NYSE: ORCL), but unfortunately that is exactly what it got. It would be an understatement to say that it has been a difficult 2013 so far for the tech industry and these numbers will do little to assuage many fears. But what do they mean for Oracle and how do they relate to more »

  • Red Hat: The Good, the Bad, and the Ugly

    By Adrian Campos - July 1, 2013 | Tickers: AMZN, RAX, RHT

    Most people with at least basic knowledge of IT infrastructure have heard about Red Hat (NYSE: RHT). The company provides one of the most widely-used operating systems for servers. The reason why many consumers may have not heard about this operating system is because Red Hat is mainly for organizations, especially those willing to pay a premium for improved security. Therefore, Red Hat isn't just another IT stock. The more »

  • 3 Notable Upgrades on Wednesday

    By Brian Nichols - June 27, 2013 | Tickers: MYGN, RAX, WDAY

    On a day-to-day basis, there are countless analyst calls – some of which are good and others that are bad – and in this piece, I am looking at three in particular to determine if any are good and present value for investors.

    A “responsible” call of caution

    Since June 12, shares of Myriad Genetics (NASDAQ: MYGN) have traded lower by more than 20%. This loss has come after the Supreme Court more »

  • A Top-Notch Internet Growth Play

    By Dan Moskowitz - June 19, 2013 | Tickers: AKAM, LVLT, RAX

    Many investors have heard the name Akamai (NASDAQ: AKAM), but not all investors understand what the company does. Essentially, Akamai makes the Internet faster and more secure, and delivers approximately 20% of web content around the world. But while the company's future prospects look good, strong headwinds could still hinder Akamai’s stock performance. 

    Important numbers

    Akamai has a lot going for it at the moment. Demand for security more »

  • The Clash in the Cloud: A Profitable Opportunity?

    By Bob Chandler - June 3, 2013 | Tickers: AMZN, GOOG, MSFT, RAX

    What is the cloud? Cloud computing could be best described as delivering computing, storage, and applications as a service over the Internet. It means that a company basically outsources its computer infrastructure to another party but can still access all its functionality through a smartphone, tablet, or PC. The main benefit of cloud computing is cost savings. These savings, which can be significant, are making the cloud increasingly attractive to more »

  • 3 Tech Stocks for Bottom Fishers

    By Chris Lau - May 29, 2013 | Tickers: ARUN, FIO, RAX

    The divergence of a poor-performing stock is most evident when the stock indices keep rising. So when a company vastly underperforms a rising stock market, investors should take notice. Take, for instance, the Nasdaq 100 index. In a one-year period, the index is up 22%, while Aruba (NASDAQ: ARUN), Rackspace Hosting (NYSE: RAX), and Fusion-io (NYSE: FIO) are all down. In the last month, Aruba dropped 40%, trading at around more »

  • What You Need to Know About This Cloud Play

    By Lee Samaha - May 29, 2013 | Tickers: AMZN, RAX, VMW

    It’s been a difficult year so far for investors in Rackspace Hosting (NYSE: RAX). While it is not alone in having delivered disappointing results in the tech world the latest earnings raise more questions than answers as to how to best evaluate this company.

    In summary, an investment decision here requires a certain amount of confidence in the future of its OpenStack public cloud project.It also requires an more »

  • Dell Clears The Decks To Buy Rackspace

    By Dana Blankenhorn - May 21, 2013 | Tickers: DELL, RAX

    Dell (NASDAQ: DELL) has given up on its own OpenStack cloud and says it will now re-sell cloud services based on partners' software. 

    At the same time, its buyout proposal seems stalled. The company is working through a competing proposal from Carl Icahn. The committee running the auction is now asking Icahn for information, in a move that sounds like stalling for time.

    But that doesn't make much sense more »

  • Six Reasons Why Rackspace Hosting Will Fall Further

    By Vladimir Zernov - May 16, 2013 | Tickers: AMZN, GOOG, MSFT, ORCL, RAX

    Rackspace Hosting (NYSE: RAX) is a cloud computing company that manages web-based IT systems for all kinds of businesses worldwide. With the help of cloud computing, companies can use IT resources via the internet. This is a win-win situation for both the provider and the customer. The specialized service provider gets customers and revenue, while customers do not need to implement difficult solutions that take time, effort, and are costly more »

  • What's Holding Up Equinix?

    By Mark Holder - May 15, 2013 | Tickers: DLR, EQIX, RAX

    After the 50% plunge in Rackspace Hosting (NYSE: RAX), one has to wonder what is holding Equinix (NASDAQ: EQIX) up near all-time highs. The stock has shown some fatigue since the Rackspace disappointment, but it appears now set for a test of the recent highs over the $230 level. Not a scenario suggestive of a stock on the verge of a plunge.

    A leader in the data collocation field, Equinix more »

  • Competition in the Cloud Erases all Profits

    By Jordan Wathen - May 13, 2013 | Tickers: AMZN, MSFT, RAX

    Earlier this year, I wrote about Rackspace's (NYSE: RAX) lack of a competitive moat in a highly-competitive industry: cloud computing. Dissenting comments followed, showcasing how this stock is one of the most controversial tech plays out there.

    Many believe it is Rackspace's “Fanatical Support” that differentiates it in cloud computing. That is, the company's tech support adds value that should allow for higher prices for Rackspace's more »

  • How to Tell If a Stock Is Overpriced

    By Timothy Green - May 11, 2013 | Tickers: AMZN, MSFT, RAX | Editor's Choice

    How do you tell if a stock is overpriced? How about when an earnings miss of a penny causes the stock to plummet by 25%. That's exactly what happened with Rackspace (NYSE: RAX) after reporting its Q1 results a few days ago. Even with revenue increasing by 20% and net income increasing by 16.4% year-over-year, a slight miss of analyst expectations led to a gargantuan decline in the more »

  • The Key Earnings For The Week

    By Lee Samaha - May 9, 2013 | Tickers: BECN, NICE, PCP, RAX, THS

    Earnings season is starting to wind down this week and most of the really big names have already reported. Nevertheless there are still plenty of interesting companies giving results this week and there is no excuse for not trying to unearth value when you see an opportunity.

    Tuesday

    There is a health care theme to today’s results as surgical knife company Accuray gave results. Medical distributor McKesson also reported more »

  • 4 High P/E Stocks That Will Wreck Your Portfolio

    By Casey Walters - May 1, 2013 | Tickers: AMZN, AIG, AIG-, CMG, RAX

    Analysts have various methods of picking and recommending stocks. A good approach looks at a wide range of metrics and the trend of the financial performance of the business as a whole. One metric that is often misunderstood, and can be the cause of some bad stock picks, is the price-to-earnings ratio (P/E).

    The P/E ratio is calculated as a stock's current share price divided by its more »

  • Investment Potential in the Public Cloud

    By Dana Blankenhorn - April 19, 2013 | Tickers: AMZN, GOOG, RAX

    The cloud is the key technology trend of our time. But finding a place to play it for profit is difficult.

    That's because the biggest public cloud providers are mainly doing other things, and are valued based on those other things. The closest to a pure play in the cloud market is, in terms of that market, lagging the pack.

    But there may be a place to play this more »

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