On CNBC's "Fast Money Halftime Report," Joe Terranova said he would wait for a pullback in Crowdstrike Holdings Inc CRWD and Fortinet Inc FTNT because a lot of these cybersecurity stocks have gotten ahead of themselves. He owns both names and he sees Fortinet as a longer-term investment, while he is more inclined to sell Crowdstrike.
Stephen Weiss said Roblox Corp RBLX is a winner. It missed the quarter, but it has immediately recovered and marched higher. He expects it to continue to move higher, but he would wait for a pullback before buying the stock.
Tiffany McGhee said she hopes Peloton Interactive Inc PTON can reach the $175 price target, but it's not going to happen this year.
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