Investors seeking to conquer the cloud should start by snapping up shares of Adobe (ADBE) - Get Report , Salesforce (CRM) - Get Report , Workday (WDAY) - Get Report and Wix.com (WIX) - Get Report , said Samad Samana enterprise analyst at Stephens. "Adobe is a high quality, high growth story," said Samana. "They dominate content creation and are at the forefront of digital disruption at the largest enterprises." Samana is also bullish on Salesforce, which is down almost 10% year-to-date and is reportedly kicking Twitter's (TWTR) - Get Report tires. "Salesforce defines itself as a social enterprise and Twitter is one of the last transformative social media acquisitions around, so it is possible," said Samana. "But it would be poorly received by investors because Salesforce is already is a leader in the cloud and Twitter is not a 'must-own' entity."
Bed Bath & Beyond Leaps on Bank of America Upgrade, Fading 'Meme' Interest
BofA analyst Curtis Nagle says Bed Bath & Beyond shares are trading closer to their pre 'meme mania' levels, and represent good retail sector value.