Andrew Nowinski

CrowdStrike Holdings Inc (NASDAQ: CRWD) shares traded down by 6.2% on Friday after the company reported a first-quarter earnings beat and raised its full-year guidance. On Thursday, CrowdStrike reported adjusted first-quarter EPS of 31 cents on revenue of $487.8 million. Both numbers exceeded...

Palo Alto Networks Inc (NASDAQ: PANW) reported revenues and earnings for its fiscal third-quarter ahead of expectations. BofA Securities On Palo Alto Networks: Analyst Tal Liani reiterated a Buy rating and a price target of $650. “Palo Alto Networks continues to draw strength from its new...

Although Cyberark Software Ltd (NASDAQ: CYBR) reported disappointing first-quarter revenue of $127.6 million, its earnings were better than Street expectations and management raised the full-year guidance. Mizuho Securities On CyberArk Software: Analyst Gregg Moskowitz reiterated a Buy rating...

Crowdstrike Holdings Inc (NASDAQ: CRWD) shares jumped more than 13% on Thursday morning after the company's earnings and guidance topped Wall Street's expectations. On Wednesday, CrowdStrike reported fourth-quarter adjusted EPS of 30 cents on revenue of $431 million. Both numbers topped...

Shares of cloud-based cybersecurity company Zscaler, Inc. (NASDAQ: ZS) offer strong upside potential, according to a Wells Fargo Securities analyst.  The Zscaler Analyst: Andrew Nowinski initiated coverage of Zscaler shares with an Overweight rating and $400 price target, suggesting...

Okta Inc (NASDAQ: OKTA) is likely to generate growth at or above 35% for the foreseeable future given its comprehensive identity security platform, according to Wells Fargo. The Okta Analyst: Andrew Nowinski initiated coverage of Okta with an Overweight rating and a price target of $275. The...

Fortinet Inc (NASDAQ: FTNT) was featured as the call of the day Tuesday on CNBC's "Fast Money Halftime Report." What Happened: Wells Fargo analyst Andrew Nowinski initiated coverage on Fortinet with an Overweight rating and announced a price target of $380....

Jon Najarian is bullish on Snowflake Inc (NYSE: SNOW) after earnings, he said Thursday on CNBC's "Fast Money: Halftime Report." What Happened: Snowflake reported an earnings loss of 70 cents, which missed the estimate for a loss of 16 cents. The company reported quarterly...

SailPoint Technologies Holdings Inc (NYSE: SAIL) is well-positioned to benefit from new regulations and the growth of unstructured data, according to an initiation report from PiperJaffray.  The Analyst Analyst Andrew Nowinski initiated coverage on Sailpoint Technologies with an Overweight...

Citing its reseller checks and management transition, Piper Jaffray downgraded shares of Imperva Inc (NASDAQ: IMPV). The downgrade was blamed on four tenets: A deterioration in demand trends. The resignation of the CEO and chief financial officer in the third quarter. Potential for downside to...

Following the investor meetings last week hosted by Nutanix Inc (NASDAQ: NTNX) at the Piper Jaffray Tech Select conference in Dana Point, California, Piper Jaffray said the management indicated increasing traction the company is gaining within the Global 2000 companies. As such, the firm...

Reviewing the second-quarter results of Check Point Software Technologies Ltd. (NASDAQ: CHKP), Piper Jaffray offered some tips on what to do with the stock, given the mixed nature of the results. Analyst Andrew Nowinski noted that the shares of the company have ran up notably, gaining 27...

Shares of Palo Alto Networks Inc (NYSE: PANW) gained more than 15 percent on Thursday after the company's fiscal third-quarter report handily exceeded expectations. Here is a summary of what some of Wall Street's most notable analysts are saying about Palo Alto's stock after the...

Nutanix Inc (NASDAQ: NTNX) shares were seen up roughly 12 percent on Friday after the company delivered a big fiscal Q3 earnings beat and guidance raise. After such a strong quarter, Nutanix bulls have plenty to be excited about, but bears also identified a things to like about the quarter as well...

Nutanix Inc (NASDAQ: NTNX)'s stock is higher by more than 15 percent at $20.35 in reaction to a strong fiscal third quarter earnings report but longer-term shareholders are still feeling some pain as the stock peaked at $46.78 over the past year. Piper Jaffray's Andrew Nowinski answered a pressing...