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Recent
Markets
Rob Owens
Okta Posts Q3 Beat, Guidance Miss: Analyst Says 'Sustainable Growth Remains Hazy'
Palo Alto Networks Reports Upbeat Earnings, Analysts Impressed By Platform Acceleration
SentinelOne Analyst's 3 Reasons Why There Is Significant Upside To Future Estimates
Palo Alto Networks Reports Upbeat Earnings, Analysts Impressed By Platform Acceleration
SentinelOne Analyst's 3 Reasons Why There Is Significant Upside To Future Estimates
Gitlab Reports Beat And Raise Quarter, Analysts Expect AI To Be 'Significant Contributor' By Fiscal 2026
Zscaler Delivers Upbeat Q4 Guidance: 7 Analysts Cut Forecasts On 'Incremental Risk'
Gitlab Reports Beat And Raise Quarter, Analysts Expect AI To Be 'Significant Contributor' By Fiscal 2026
Zscaler Delivers Upbeat Q4 Guidance: 7 Analysts Cut Forecasts On 'Incremental Risk'
Okta Posts Strong Q2 Upside, But Some Analysts Cut Forecasts: 'Not Firing On All Cylinders'
Palo Alto Networks Delivers 'Solid Finish' To Year, 10 Analysts Raise Forecasts
Read More...
Rob Owens Recent News
CrowdStrike Returns Could Lag Others, Despite 'Multitude Of Opportunities,' Analyst Says: '
CrowdStrike, a security company, has strong momentum and competitive positioning, but high valuation and limited upside.
Atlassian To Benefit From The 'Next Wave Of Cloud Growth', Says Bullish Analyst
Piper Sandler upgrades Atlassian to Overweight, citing potential for accelerated cloud growth. Here's the latest.
DocuSign Reports A 'Skinny Beat' With 'Street's Calibration To The New Cadence May Take A Quarter Or Two'
DocuSign reported upbeat Q1 results, but the beat was less than in previous quarters. Management issued tempered expectations for near-term growth. Analysts have mixed opinions.
CrowdStrike Outperforms Peers Against Tough Macro In Q1, 10 Analysts Comment On 'Top Name To Own In Security'
"We continue to be encouraged by the strength in [CrowdStrike's] underlying business," Truist Securities noted.
Should Investors Worry About Zscaler's Deceleration? 12 Analysts Provide Takeaways
Shares of Zscaler Inc (NASDAQ: ZS) tanked in premarket trading on Friday, after the company reported higher-than-expected sales and earnings for the fiscal second quarter.
Palo Alto Networks' Near-Term Just Got Messier: What 10 Analysts Are Saying
Shares of Palo Alto Networks Inc (NASDAQ: PANW) tanked in early trading on Wednesday, even after the company reported a revenue beat for its fiscal second quarter.
Cybersecurity Firm Fortinet Takes 'Step In Right Direction': 7 Analysts Deep Dive Into Q4 Print
Shares of Fortinet Inc (NASDAQ: FTNT) climbed in premarket trading on Wednesday, after the cybersecurity company reported better-than-expected fourth-quarter results.
Zscaler Shares Nosedive, Then Rebound On Q1 Print: What 6 Analysts Say
Zscaler Inc (NASDAQ: ZS) shares tanked in premarket trading on Tuesday, after the company reported its first quarter results for fiscal 2024. The stock did manage to rebound in the morning.
Why This DocuSign Analyst Says There's Downside Ahead
DocuSign Inc (NASDAQ: DOCU) has an elevated risk profile given the CEO transition, execution challenges, high employee turnover and a deteriorating macro environment, according to Piper Sandler.
4 Underappreciated New Money Ideas For The Second Half Of 2020
Cloud-based SaaS companies have managed to generate outsized returns through the first half of 2020, and analysts at Piper Sandler picked four stocks that still hold promise.
PagerDuty Story Remains On Track, Says KeyBanc
'A Massive Green Field Growth Opportunity': Wall Street Weighs In On DocuSign
Sell-Side: Short-Term Pain For Long-Term Gain With Palo Alto Networks
Analysts Weigh In On Box Following Earnings
Dynatrace Analysts Lay Out Bull Case
What To Make Of The Splunk Sell-Off: Analysts Weigh In
The Street Is Mostly Bullish On ServiceNow
KeyBanc Not Worried About DocuSign Billing 'Hiccup,' Guidance
Investors Sell Off Palo Alto Networks, But Sell-Side Likes Stock Long-Term
FireEye Analysts Cautiously Optimistic On Verodin Acquisition: 'We Continue To Wait-And-See'
SecureWorks Has Limited Upside, KeyBanc Says After Q4 Print
KeyBanc Ups DocuSign Price Target On 4Q Beat, Customer Scale
Box Guidance Miss: What Wall Street Thinks