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2024-04-25 14:15:00 ET Summary Reddit is viewed as a meme stock but is a top conviction idea for Julian Lin due to its potential for accelerated growth and re-rating. Why Meta and Reddit are not a valid comparison. Analyst coverage of Reddit has been uneven, with some underest...
2024-04-25 13:00:39 ET More on Check Point Software Technologies Check Point Software Technologies Ltd. (CHKP) Q1 2024 Earnings Call Transcript Check Point Software Technologies Ltd. 2024 Q1 - Results - Earnings Call Presentation Check Point: Riding Investor Optimism...
2024-04-24 14:16:27 ET More on CloudFlare Cloudflare: Too Much Optimism Cloudflare: AI Overenthusiasm And Facing Cost Pressures (Rating Downgrade) Cloudflare: Navigating High Valuations With Growth Potential Kyndryl and Cloudflare enter into a strategic allia...
2024-04-19 11:52:13 ET Summary Cloudflare had a strong fourth quarter with pipeline growth rates, sales productivity, and average deal size all increasing. Higher interest rates and elevated geopolitical risk are likely to weigh on customer spending going forward though, undermini...
2024-04-17 11:31:31 ET More on American Express, Atlassian, etc. American Express Pre-Earnings Report: Affluent American Consumer Likely Remains Strong Atlassian: Long-Term Prospects Are Alive, But Wait For A Better Entry Point American Express: Growing And Returning...
2024-04-15 10:15:04 ET Wells Fargo analyst issues BUY recommendation for NET on April 15, 2024 08:00AM ET. The previous analyst recommendation was Buy. NET was trading at $93.575 at issue of the analyst recommendation. The overall analyst consensus : BUY. Current ana...
2024-04-09 09:35:59 ET More on S&P 500 Index: This So-Called Permabull Remains Bullish For Good Reason The Epic Rally Will Probably Continue The March CPI Report Is Expected To Be Hot For The Third Straight Month Nasdaq, S&P, Dow rise and yields inch ...
2024-04-08 15:42:42 ET Summary We review Palo Alto Network's prospects in networking and network security via the same framework we applied to Fortinet in our last article. SASE is all about the first mile of transit for a data packet. However, there are the middle and last miles ...
Cloudflare onboards enterprises under attack through Booz Allen collaboration, a fast track to Cloudflare’s industry-leading Incident Response and DDoS mitigation Cloudflare, Inc . (NYSE: NET), the leading connectivity cloud company, today announced a collaboration with Boo...
Cloudflare enters new market; acquisition will enhance observability tools within Cloudflare's developer platform to keep pace with the evolving needs of modern web applications Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced an entrance into th...
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2024-04-15 10:15:04 ET Wells Fargo analyst issues BUY recommendation for NET on April 15, 2024 08:00AM ET. The previous analyst recommendation was Buy. NET was trading at $93.575 at issue of the analyst recommendation. The overall analyst consensus : BUY. Current ana...
Cloudflare onboards enterprises under attack through Booz Allen collaboration, a fast track to Cloudflare’s industry-leading Incident Response and DDoS mitigation Cloudflare, Inc . (NYSE: NET), the leading connectivity cloud company, today announced a collaboration with Boo...
Cloudflare enters new market; acquisition will enhance observability tools within Cloudflare's developer platform to keep pace with the evolving needs of modern web applications Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced an entrance into th...