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Palo Alto Networks Posts Solid 3Q, Next Gen Security Momentum Strong Despite Macro Uncertainty
Wednesday, May 21, 2025 - 11:44am | 1072Shares of Palo Alto Networks Inc. (NASDAQ:PANW) continued to slide after the company reported its fiscal third-quarter results on Tuesday. Here are some key analyst takeaways. Goldman Sachs On Palo Alto Networks Analyst Gabriela Borges maintained a Buy rating while raising the price target from $...
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What Crowdstrike Analysts Are Saying After Q1 Beat: 'A Unique Investment Vehicle'
Wednesday, June 3, 2020 - 12:40pm | 756Cybersecurity company Crowdstrike Holdings Inc (NASDAQ: CRWD) reported first-quarter results Tuesday highlighted by an 89% year-over-year subscription growth, $686 million in annual recurring revenue and improving free cash flow from negative $16.1 million last year to positive $87 million. Here...
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Analysts Cautious On LogMeIn: 'The Stock Will Likely Remain A 'Show Me' Story'
Tuesday, February 19, 2019 - 6:18pm | 500Shares of LogMeIn Inc (NASDAQ: LOGM) are dipping toward their lowest level for the year after the SaaS and cloud-based remote connectivity provider forecast below-consensus first-quarter earnings per share. The Analysts Oppenheimer analyst Shaul Eyal downgraded LogMeIn from Outperform to...
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The Street Reaction To Splunk's Q2
Friday, August 24, 2018 - 1:16pm | 808Splunk Inc (NASDAQ: SPLK) reported Thursday its second-quarter results, which consisted of a top-and-bottom-line beat and encouraging guidance. Here's a summary of how some of the Street's top analysts reacted to the print. The Analysts Morgan Stanley's Melissa Franchi maintains an...
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Oppenheimer Downgrades Intellicheck After Q2 Revenue Miss
Wednesday, August 15, 2018 - 2:55pm | 341ID authenticator Intellicheck Inc (NYSE: IDN) reported second-quarter results Tuesday that triggered an Oppenheimer downgrade. The Analyst Oppenheimer's Shaul Eyal downgraded the stock from Outperform to Perform. The Thesis Eyal said he downgraded the stock and removed its...
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Oppenheimer: Nuance Communications Rebounding From Recent Cyberattack
Wednesday, November 29, 2017 - 1:37pm | 371By most benchmarks, Nuance Communications Inc. (NASDAQ: NUAN)'s fiscal fourth quarter earnings report came in better than anticipated across multiple metrics. The Analyst Oppenheimer's Shaul Eyal maintains an Outperform rating on Nuance's stock with an unchanged $23 price target....
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After Q3, Patience Is A Virtue For FireEye Investors
Thursday, November 2, 2017 - 11:24am | 557Despite a more than 10 percent sell-off in FireEye Inc (NASDAQ: FEYE)'s stock Thursday morning, Morgan Stanley analysts think the company's earnings report marks an "early turnaround" in its business. The firm's Melissa Franchi maintains an Overweight rating on FireEye's...
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FireEye Had A Great Quarter, But Long-Term Questions Remain
Wednesday, May 3, 2017 - 12:13pm | 785Cybersecurity firm FireEye Inc (NASDAQ: FEYE) reported better-than-expected first quarter earnings per share and issued upbeat guidance for the second quarter and the full year. Shares were rallying in reaction to the results. Q1 Print Revenues: $173.7 million, up 3.4 percent year-over-year...
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Symantec's LifeLock Purchase Could Reinvigorate Consumer Division
Monday, November 21, 2016 - 10:06am | 321Oppenheimer believes Symantec Corporation (NASDAQ: SYMC)’s $2.3 billion ($24 a share) acquisition of Lifelock Inc (NYSE: LOCK) will boost its “slightly declining” consumer unit. The deal would merge Symantec’s security and information management solutions with LifeLock...
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4 Keys From Check Point Software's Recent Investor Meetings
Tuesday, August 16, 2016 - 3:06pm | 196Oppenheimer revealed its four key takeaways post its investor meetings with Check Point Software Technologies Ltd. (NASDAQ: CHKP) and reaffirmed its Outperform rating and $94 price target on the stock. Following are the brokerage's key takeaways from management meetings: 1) CHKP's...
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Set Up Into FireEye's Earnings Report 'Remains Attractive'
Tuesday, May 3, 2016 - 6:39am | 353Oppenheimer said the positive momentum on FireEye Inc (NASDAQ: FEYE) remains intact and the setup to first quarter results on Thursday "remains attractive." Wall Street analysts expect the cybersecurity software solutions provider to report a loss of $(0.50) a share and revenue of $...
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Oppenheimer Reiterates Outperform, $35 Target On FireEye, Sees Positive Momentum As Intact
Monday, May 2, 2016 - 9:48am | 242Oppenheimer’s Shaul Eyal expects FireEye Inc (NASDAQ: FEYE) to report robust results when it announces its quarterly results on May 5. Eyal reiterated an Outperform rating on the company, with a price target of $35. 1Q Expectations The analyst mentioned that recent channel checks of 20 VARs...
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The Street Likes FireEye, But 2016 Will Be A Pivotal Year
Wednesday, March 9, 2016 - 10:30am | 945Despite making some recovery over the past month, shares of FireEye Inc (NASDAQ: FEYE) are down 14 percent year-to-date. A number of Wall Street analysts expressed their views after the FireEye Analyst Day held in New York. JMP Securities JMP Securities’ Erik Suppiger maintained a...
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Oppenheimer Sees $196 For Palo Alto Networks After Meeting With Management
Wednesday, January 13, 2016 - 11:12am | 280The share price of Palo Alto Networks Inc (NYSE: PANW) have appreciated 30.73 percent over the past year, from a low of $122.08 on January 15, 2015. Oppenheimer’s Shaul Eyal has reiterated an Outperform rating and price target of $196 on the company. Following meetings with...
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Oppenheimer: 'Never Say Never' On Check Point-CyberArk M&A, But Probability Low
Wednesday, January 13, 2016 - 10:53am | 303While Cyberark Software Ltd (NASDAQ: CYBR) shares have surged 14 percent in the last one month, shares of Check Point Software Technologies Ltd. (NASDAQ: CHKP) are down 5 percent. Oppenheimer's Shaul Eyal stated that there is low probability of a deal between the two companies, given...