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PANW , CRWD , CSCO

+35 pts



$PANW - Deutsche provides an in-depth look at why a large US enterprise is going "All-In" with Palo Alto Networks solutions

By junkfoodlover on June 10, 2021, 11:29 a.m.
Tagged topics: Prisma Cloud , deep dive , Deutsche Bank , cybersecurity , Prisma Access , Cloudgenix , SASE architecture

Views: 85, Votes: 3, Responses: 0, Attachments: 3
CRWD

+1 pts





By rogoman on June 9, 2021, 8:28 a.m.
Tagged topics: earnings results , beat and raise , Needham , security software , ransomware attack

Views: 1, Votes: 1, Responses: 0, Attachments: 0
CRWD

+34 pts



$CRWD - street up targets after another beat-and-raise quarter as 'high threat environment' drive rapid adoption

By realjoe on June 4, 2021, 10:39 a.m.
Tagged topics: earnings results , beat and raise , Needham , security software , ransomware attack

Views: 92, Votes: 2, Responses: 1, Attachments: 28
CRWD

+31 pts



$CRWD - Jefferies sees Q1 ARR growth beating expectations, raises target to $255, says scarcity supports stock's premium valuation

By realjoe on June 2, 2021, 1:20 p.m.
Tagged topics: premium valuation , software , earnings preview , analyst raises target , Jefferies

Views: 104, Votes: 1, Responses: 0, Attachments: 6
SPLK , ESTC , DDOG , CRWD , MSFT

+32 pts



$SPLK - Goldman suggests stock could bounce on even in-line Q1 because investor expectations are so low

By realjoe on May 31, 2021, 10:32 a.m.
Tagged topics: low expectations , growing competition , earnings preview

Views: 167, Votes: 1, Responses: 0, Attachments: 5
CRWD , AVGO

+1 pts





By rogoman on May 25, 2021, 3:14 p.m.
Tagged topics: secular growth , deep dive , Deutsche Bank , security software , cloud adoption , cybersecurity , Symantec , McAfee , cross-sell

Views: 1, Votes: 1, Responses: 0, Attachments: 0
CRWD

+33 pts



$CRWD - Canaccord says recent platform enhancements further cements CrowdStrike as a long-term secular winner in security

By labjordan on May 21, 2021, 2 p.m.
Tagged topics: Canaccord Genuity , security software , secular winner , platform enhancements

Views: 148, Votes: 2, Responses: 0, Attachments: 3
FEYE , CRWD , PANW , TENB

+33 pts



Goldman says the Colonial Pipeline ransomware attack could benefit security software vendors long-term

By junkfoodlover on May 10, 2021, 1:18 p.m.
Tagged topics: Goldman Sachs , cyberattack , security software , cybersecurity , ransomware attack , Colonial Pipeline

Views: 185, Votes: 5, Responses: 0, Attachments: 2
MSFT , ADBE , CRM , INTU , SPLK , ASAN , CRWD , SAIL , VRNS

+36 pts



$SPLK - Jefferies sees more near-term downside from broad tech selloff given valuations still ~11% above historical average (as requested)

By cassie on May 10, 2021, 1:13 p.m.
Tagged topics: valuations , sector rotation , Jefferies , growth vs value , tech selloff , growth to value

Views: 121, Votes: 2, Responses: 0, Attachments: 15
CRWD , AVGO

+40 pts



$CRWD - Deutsche recommends buying CrowdStrike because it is at sweet spot of 2 important secular growth trends: cybersecurity and cloud adoption

By phenphen on April 15, 2021, 12:54 p.m.
Tagged topics: secular growth , deep dive , Deutsche Bank , security software , cloud adoption , cybersecurity , Symantec , McAfee , cross-sell

Views: 216, Votes: 7, Responses: 1, Attachments: 26