Latest ideas and analyses related to security software

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FSLY

+32 pts



$FSLY - RBC sees long-term opportunity in Edge and Security, but believes the stock is fully valued (deep dive)

By josiebe on June 11, 2021, 10:51 a.m.
Tagged topics: premium valuation , deep dive , edge computing , RBC , security software

Views: 96, Votes: 2, Responses: 0, Attachments: 41
PANW

+1 pts





By mourinhaplays on June 10, 2021, 8:30 p.m.
Tagged topics: multiple expansion , free cash flow , margin improvement , deep dive , Stifel , security software , upside to valuation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FIVN , RNG , ZM , NTNX , FFIV , CVLT , NET

+35 pts



Piper Sandler identifies top software picks for 2H following earnings season, driven by cloud communication, security secular shift, and gaming tailwinds

By labjordan on June 10, 2021, 1:06 p.m.
Tagged topics: gaming , software , analyst top pick , Piper Sandler , security software , cloud communication

Views: 108, Votes: 2, Responses: 0, Attachments: 12
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 , 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
PANW

+34 pts



$PANW - Stifel sees high-teens growth and upside to valuation multiple in the current 'heightened threat landscape' (deep dive)

By junkfoodlover on May 25, 2021, 11:06 a.m.
Tagged topics: multiple expansion , free cash flow , margin improvement , deep dive , Stifel , security software , upside to valuation

Views: 105, Votes: 2, Responses: 1, Attachments: 26
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
PANW

+30 pts



$PANW - Jefferies believes Q3 will help alleviate concerns on guidance, and new equity structure should provide floor to shares

By rIsILAwr on May 20, 2021, 1:04 p.m.
Tagged topics: alleviate concerns , Prisma Cloud , earnings preview , Jefferies , security software , risk to guidance

Views: 101, Votes: 1, Responses: 0, Attachments: 7
PANW , CYBR , MIME

+5 pts





By Noto on May 20, 2021, 2:32 a.m.
Tagged topics: secular growth , deep dive , Barclays , cyberattack , security software , cybersecurity

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