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CrowdStrike's Outlook, Buyback Plan Impress, But Some Analysts Say Valuation Limits Upside
Wednesday, June 4, 2025 - 11:12am | 1078Shares of CrowdStrike Holdings Inc. (NASDAQ:CRWD) were trading lower on Wednesday after the company reported disappointing quarterly results on Tuesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On CrowdStrike Analyst Tal Liani...
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Check Point Software Technologies: Prospects Improve Under New CEO, These Analysts Turn Bullish
Friday, March 28, 2025 - 1:03pm | 471Nadav Zafrir of Team8 took over as Check Point Software Technologies Ltd.'s (NASDAQ:CHKP) new CEO in December 2024. What do analysts think of this change and how it will affect the company? BofA Securities On Lululemon Athletica Analyst Tal Liani upgraded the rating from Neutral to Buy, while...
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Qualcomm Posts Record Revenue As Analysts Flag Huawei, Tariff Risks
Thursday, February 6, 2025 - 11:56am | 686Shares of Qualcomm Inc (NASDAQ:QCOM) were trading lower on Thursday, despite the company reporting record revenues for its fiscal first quarter. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Qualcomm Analyst Samik...
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Cisco Systems Guidance Understates New Growth Initiatives, Says Bullish Analyst
Monday, June 10, 2024 - 1:27pm | 303Earlier this month, Cisco Systems Inc (NASDAQ:CSCO) launched a $1 billion investment fund to support the development of secure AI solutions. The company's Investor Day focused on the large target addressable market (TAM) but management provided conservative growth targets for fiscal 2026 and 2027,...
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How Cisco Systems Performed Ex-Splunk, 8 Analysts Weigh In On Q3 Earnings: Here's Where 'Upside Primarily Came From'
Thursday, May 16, 2024 - 11:11am | 1008Shares of Cisco Systems Inc (NASDAQ:CSCO) declined in early trading on Thursday, even after the company reported stronger-than-expected results for its fiscal third quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Michael Ng...
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Qualcomm Beat Q1 Expectations: Why One Analyst Flags Huawei As A 'Key Risk Factor'
Thursday, February 1, 2024 - 12:47pm | 631Shares of Qualcomm Inc (NASDAQ: QCOM) tanked in early trading on Thursday, even after the company reported strong quarterly results and the extension of its deal with Apple Inc (NASDAQ: AAPL). The results came amid an exciting earnings season. Here are some key analyst takeaways from the release....
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Fortinet Should 'Ignore Quarterly Noise Of Backlog Trends,' Bullish Analyst Says
Monday, May 8, 2023 - 10:08am | 249Shares of Fortinet Inc (NASDAQ: FTNT) climbed during the premarket session on Monday, after the company reported better-than-expected first-quarter results. The premium at which the stock trades to its cyber peers is warranted, given the company’s strong fundamentals, according to BofA...
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6 Zscaler Analysts On Disappointing Results, Guidance - But There Are 'Positives'
Friday, March 3, 2023 - 11:08am | 710Shares of Zscaler Inc (NASDAQ: ZS) crashed in the premarket session on Friday, despite the San Jose, California-based company reporting an earnings beat for its fourth quarter. Needham analyst Alex Henderson maintained a Strong Buy rating and price target of $210. Wedbush analyst Daniel Ives...
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Why This Fastly Analyst Is Giving The Stock A Double Upgrade
Monday, February 13, 2023 - 11:46am | 274Shares of Fastly Inc (NYSE: FSLY) spiked in early trading on Monday, continuing last week’s rally. The company has strong underlying foundations and is focusing on security and edge cloud solutions, according to BofA Securities. The Fastly Analyst: Tal Liani upgraded the rating on Fastly from...
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6 Zscaler Analysts Give Their Takes On Upbeat Earnings, Guidance
Friday, September 9, 2022 - 12:00pm | 656Shares of Zscaler Inc (NASDAQ: ZS) spiked close to 11% in Thursday’s after-hours session, after the company reported upbeat quarterly results, with earnings and revenue beating Street expectations. BMO Capital Markets On Zscaler Analyst Keith Bachman maintained an Outperform rating, while...
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6 CrowdStrike Analysts Offer Takes On Earnings Beat And Raise Quarter
Wednesday, August 31, 2022 - 11:37am | 684CrowdStrike Holdings Inc (NASDAQ: CRWD) reported its quarter revenue at $535.2 million, up 58% from the year-ago quarter, and adjusted earnings of 36 cents per share, beating analyst expectations. Management guided to earnings for the third quarter and fiscal year ahead of the consensus estimates....
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Analyst Hits InterDigital With Underperform Rating: 'Limited LT Growth Catalysts'
Monday, July 25, 2022 - 10:37am | 358Shares of InterDigital Inc (NASDAQ: IDCC) traded lower by 2.8% on Monday morning after one Wall Street analyst said the stock simply has no growth catalysts ahead. The Analyst: Bank of America analyst Tal Liani initiated coverage of InterDigital with an Underperform rating and $60 price target....
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Why This Analyst Is Upgrading Check Point Software, Downgrading These 3 Networking, Security Stocks
Wednesday, July 20, 2022 - 12:01pm | 453Some key networking and security companies are scheduled to report earnings next week. Despite the decline in valuation, some stocks still do not reflect the likely deterioration in financials, according to BofA Securities. The Networking & Security Analyst: While order trends deteriorated...
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5 CrowdStrike Analysts React To Q1 Earnings Beat, Guidance Hike, Potential Hiring Ramp
Friday, June 3, 2022 - 12:17pm | 507CrowdStrike 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...
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7 Analysts On Palo Alto Networks Earnings: Upbeat Results Despite 'Continued Tough Supply Environment'
Friday, May 20, 2022 - 11:50am | 670Palo 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...