Brian Essex

Security software companies Tenable Holdings Inc (NASDAQ:TENB), Varonis Systems Inc (NASDAQ:VRNS) and Qualys Inc (NASDAQ:QLYS) are gearing up to report their quarterly earnings on May 6. While security continues to be a top priority for Chief Information Officers, industry checks reveal that...

SentinelOne, Inc (NYSE:S) stock is trading lower on Thursday. The company reported fourth-quarter financial results Wednesday, and multiple Wall Street firms lowered their respective price targets on the stock. SentinelOne reported fourth-quarter revenue of $225.5 million, up 29%, beating the ...

Shares of SentinelOne Inc (NYSE:S) were declining ahead of the company's fourth-quarter results due for release on Wednesday, March 12. The company is likely to report its NNARR (net new annual recurring revenues) slightly higher than consensus estimates and provide "constructive" fiscal 2026...

CrowdStrike Holdings Inc (NASDAQ: CRWD) was featured as the call of the day Tuesday on CNBC's "Fast Money Halftime Report." What Happened: Goldman Sachs analyst Brian Essex upgraded CrowdStrike from a Neutral rating to a Buy rating and raised the price target from...

Two analysts see upside in the recent IPO and cybersecurity company McAfee thanks to its strong presence in the consumer security market and upside from its enterprise business. McAfee went public in October and priced shares at $20. Shares opened below the IPO price and have not traded to their...

The bull case for Fortinet Inc (NASDAQ: FTNT) is based on firsthand checks and conversations that point to a faster-than-expected recovery, according to Goldman Sachs. The Fortinet Analyst: Brian Essex upgraded Fortinet from Neutral to Buy with a price target lifted from $143 to $150. The...

Shopify Inc (NYSE: SHOP) is a best in class e-commerce platform, but it's a mistake to value the stock as if it's a pure-play software-as-a-service company, according to Morgan Stanley. The Analyst Morgan Stanley's Brian Essex downgraded Shopify from Equal-Weight to Underweight with a...

Technology provider to the travel industry, Sabre Corp (NASDAQ: SABR) is likely to see "minimal disruption" to its business from the grounding of Boeing Co (NYSE: BA)'s 737 Air Max, according to Morgan Stanley. The Analyst Morgan Stanley's Brian Essex maintains an Equal-weight...

Shares of Endava PLC - ADR (NYSE: DAVA), a United Kingdom-based technology services provider, traded for the first time on the NYSE in late July, and Tuesday marks the end of the "quiet period." Here's what some on the Street are saying about the stock.  The Analysts Citi's...

Online education company, Pluralsight, Inc. (NASDAQ: PS) is well-known among the Fortune 500 for training employees in software development and information technology through video courses. The Analysts Morgan Stanley analyst Brian Essex upgraded Pluralsight from Equal-Weight to Overweight, with an...

Despite being convinced of the fundamental strength of AppFolio Inc (NASDAQ: APPF), one analyst at Morgan Stanley turned bearish Monday after a strong run-up in the stock's valuation.  The Analyst Analyst Brian Essex downgraded AppFolio from Equal-weight to Underweight with a price...

Morgan Stanley’s Brian Essex expressed concern regarding the ongoing weak performance at Xerox Corp’s (NYSE: XRX) BPO and DocTech segments, as well as the continuing restructuring and spin off costs. Essex downgraded the rating on the company from Equal-weight to Underweight, while...

Morgan Stanley believes the selloff in Cognizant Technology Solutions Corp (NASDAQ: CTSH) shares has been overdone; therefore, the firm remains Overweight on the company, citing a better outlook and positive catalysts in 2017. Cognizant recently announced the resignation of President Gordon Coburn...

Following the 70 percent year-to-date appreciation in the share price of Shopify Inc (NYSE: SHOP), Morgan Stanley’s Brian Essex believes the risk-reward is now balanced. Essex downgraded the rating on the company from Overweight to Equal Weight, while raising the price target from $37 to $47...