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Baird Starts Coverage Of CyberArk Software On The Sidelines On Lower Market Spend
Thursday, March 19, 2020 - 3:15pm | 267Read More...Although CyberArk Software Ltd (NASDAQ: CYBR) is a leader in the privileged access management (PAM) space and enjoys a strong market reputation, PAM spend remains low versus other areas of security and the company’s success depends on the market’s overall spend, according to Baird. The...
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Should You Buy The Dip In Cisco?
Thursday, February 13, 2020 - 4:55pm | 694Read More...Cisco Systems, Inc. (NASDAQ: CSCO) reported better-than-expected fiscal second-quarter results that were overshadowed by a weak outlook. As the stock trades lower, Wall Street analysts were quick to weigh in if investors should buy the dip or not. BofA: In-Line With 'Weak' Expectations...
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CrowdStrike Delivers Another Quarterly Beat With Improvement In Key Parameters
Friday, December 6, 2019 - 12:33pm | 270Read More...Although CrowdStrike Holdings Inc (NASDAQ: CRWD) delivered another strong quarter with improvements in key matrices, the stock valuation is high relative to peers, according to Baird. The Analyst Baird’s Jonathan Ruykhaver maintained a Neutral rating for CrowdStrike, with a price target of $...
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Sell-Side Still Optimistic On Zscaler After Q1 Earnings Results
Wednesday, December 4, 2019 - 11:46am | 528Read More...Analysts remained upbeat on cloud security company Zscaler Inc. (NASDAQ: ZS) after strong first-quarter results, even as investors appeared more skeptical sending the stock down, likely on mixed second-quarter guidance. Zscaler beat Street expectations on revenue, billings, and non-GAAP EPS in the...
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Symantec Analyst Says Cybersecurity Company's Investors Would Benefit From Broadcom Buyout
Tuesday, July 9, 2019 - 11:01am | 478Read More...A potential Broadcom Inc (NASDAQ: AVGO) acquisition of Symantec Corporation (NASDAQ: SYMC) would be "very favorable" for Symantec investors, but bad for Broadcom's product innovation, according to Baird. The Analyst Jonathan Ruykhaver maintained a Neutral rating on Symantec with an...
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FireEye Analysts Cautiously Optimistic On Verodin Acquisition: 'We Continue To Wait-And-See'
Wednesday, May 29, 2019 - 2:52pm | 479Read More...FireEye, Inc. (NASDAQ: FEYE)’s $250-million acquisition of security vendor Verodin won praise Wednesday from sell-side analysts who said it should create upside to FireEye’s long-term strategic value. While positive on the acquisition, there was also a “wait-and-see”...
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Cloud Confusion: Wall Street's Mixed Reaction To Red Hat's Q4
Tuesday, March 27, 2018 - 1:21pm | 630Read More...Red Hat Inc (NYSE: RHT) reported fourth-quarter results Monday that were more positive than anticipated across the board, while the software company's guidance for 2019 exceeded Street expectations. Here's how Wall Street reacted to the print. The Analysts Bank...
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ThinkEquity Reiterates McAfee, Inc. (MFE) Buy Rating
Thursday, April 8, 2010 - 11:39am | 172Read More...ThinkEquity LLC analysts Jonathan Ruykhaver and Aleksandr (Alex) Zukin reiterated their Buy rating for shares of McAfee, Inc. (NYSE: MFE). The analysts believed that two of the biggest threats to McAfee, Inc are an increasingly competitive environment with other vendors offering increasing security...
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Infrastructure Software Industry Update (FFIV, CHKP, ARUN, BCSI, FTNT)
Tuesday, March 30, 2010 - 9:13am | 264Read More...Analysts Jonathan Ruykhaver and Aleksandr (Alex) Zukin at ThinkEquity LLC have released an update on the Infrastructure Software industry. Analysts believe that the sector sentiment has strengthened, as meaningful improvements in the macroeconomic environment continue to benefit IT spending trends...
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ThinkEquity Raises F5 Networks (FFIV) Value Estimate To $70
Monday, March 29, 2010 - 10:58am | 166Read More...ThinkEquity LLC analysts Jonathan Ruykhaver and Aleksandr (Alex) Zukin reiterated their Buy rating for shares of F5 Networks, Inc. (Nasdaq: FFIV) and raised their value estimate from $61 to $70. Ruykhaver and Zukin said that F5 Networks is in position to modestly beat Wall Street's expectations....
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ZIKI Winds Down ePrescription Business
Friday, December 11, 2009 - 2:06pm | 105Read More...Analyst Jonathan Ruykhaver of ThinkEquity LLC maintains his "buy" rating on Zix Corporation (NASDAQ: ZIXI)(FREE stock trend analysis). ZIXI has announced its intention to close its ePrescription business. Earlier Zix’s board of advisors worked for six months to explore the strategic options for...
