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Why These Two Analysts Are Bullish On The Cybersecurity Sector
Monday, August 24, 2015 - 3:14pm | 590Read More...Daniel Ives of FBR Capital Markets & Co. commented in a note on Monday that his recent field checks within the cybersecurity sector through the third quarter point to "white hot deal momentum" as companies and governments continue upgrading to next-generation security platforms and software. "...
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PacCrest: Buy These IT Security, Infrastructure Picks In H2
Monday, August 24, 2015 - 8:55am | 401Read More...Since mid-July, security and infrastructure names have taken a large hit. Barracuda Networks Inc (NYSE: CUDA) and Palo Alto Networks Inc (NYSE: PANW) are down nearly 20 percent, while Imperva Inc (NYSE: IMPV) has lost 18 percent and Box Inc (NYSE: BOX) dipped 14 percent. Pacific Crest's...
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Why Rapid7 Could Have More Upside For Cybersecurity Investors
Tuesday, August 11, 2015 - 12:58pm | 539Read More...Shares of Rapid7 Inc (NASDAQ: RPD), a security data and analytics provider began trading in mid-July and shares have soared nearly 54 percent from its IPO price. Several of Wall Street's leading experts initiated coverage of the issue on Tuesday. William Blair: ‘Attractive' Market Opportunity...
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Barracuda Is Falling 20%, But These Analysts Are Still Bullish
Friday, July 10, 2015 - 12:25pm | 640Read More...Shares of Barracuda Networks Inc (NYSE: CUDA) plunged more than 20 percent Friday after the company reported its first quarter results on Thursday. Here are what some of Wall Street's top analysts are saying. Morgan Stanley: Buy The Pullback Melissa Gorham of Morgan Stanley commented in...
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Apigee Sell-Side Quiet Period Expires; Analysts Decidedly Bullish
Tuesday, May 19, 2015 - 5:01pm | 463Read More...The sell-side quiet period for Apigee Corp (NASDAQ: APIC) has ended and analysts have commented Tuesday on the stock. Overall, analyst coverage has been bullish and shares responded by moving more than 4 percent higher Tuesday. Credit Suisse initiated coverage with an Outperform rating and $...
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PacCrest Offers 3 Stocks To Buy (And 1 To Watch) Ahead Of Enterprise Software Earnings
Wednesday, April 8, 2015 - 6:02pm | 411Read More...Pacific Crest Securities issued a Q1 enterprise preview Tuesday and commented on three stocks it would buy and one to watch. Analysts led by Rob Owens noted that spending on security maintained “strong momentum into the first quarter, potentially taking share from other areas of IT...
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Analysts On Palo Alto Networks: 'More Wood To Be Chopped'
Tuesday, March 3, 2015 - 3:10pm | 337Read More...Palo Alto Networks Inc (NYSE: PANW) is likely to continue to gain market share while a higher proportion of revenue from existing customers should result in wider margins, analysts said Tuesday. The California-based network security company beat fourth-quarter expectations Monday and at least...
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UPDATE: Pacific Crest Securities Downgrades Covisint On F2015 Setting Up As Transition Year
Friday, May 23, 2014 - 9:30am | 91Read More...In a report published Friday, Pacific Crest Securities analyst Rob Owens downgraded the rating on Covisint (NASDAQ: COVS) from Outperform to Sector Perform, and removed the $14.00 price target. In the report, Pacific Crest Securities noted, “Due to F2015 setting up as a transition year, negative...
