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cybersecurity: Archive

Om Jaiswal

CRWD Stock Rises 106% in 6 Months: Time to Hold or Book Profits?

CrowdStrike shares have soared 106.4% in six months as Falcon Flex adoption surges, but premium valuation and slowing sales growth warrant caution.

CRWDPositive Net Change SPositive Net Change FTNTNegative Net Change OKTAPositive Net Change

David Bartosiak

Bull of the Day: Fortinet (FTNT)

If you thought cybersecurity was important before, just wait until you see the havoc AI is causing on it.

FTNTNegative Net Change

Shreya Majumder

Is Iridium Stock a Buy as Growth Catalysts Meet a Premium Valuation?

IRDM's recurring service base and new satellite platforms widen its growth runway, but weaker earnings, leverage and deal uncertainty raise the bar.

IRDMPositive Net Change GSATPositive Net Change RKLBPositive Net Change

Om Jaiswal

Palo Alto Networks Surges 89% in 3 Months: Hold or Fold the Stock?

PANW surges 88.6% in three months on strong AI security demand, but rising integration costs and premium valuation warrant caution.

PANWPositive Net Change CHKPPositive Net Change QLYSPositive Net Change ZSPositive Net Change

Andrew Rocco

Fortinet: Securing the AI Revolution

As the age of artificial intelligence takes the world by storm, Fortinet's cybersecurity solutions are in high demand.

MSFTPositive Net Change NVDAPositive Net Change QQQPositive Net Change FTNTNegative Net Change GOOGLNegative Net Change METAPositive Net Change

Shreya Majumder

PTC's AI-Led Lifecycle Strategy Reshapes Its Long-Term Growth Outlook

PTC's tighter focus on product data, lifecycle software and AI sharpens its growth story, but fourth-quarter ARR conversion remains the key execution test.

PTCPositive Net Change DASTYPositive Net Change SIEGYPositive Net Change

Shreya Majumder

PTC Rides AI, Cloud and Product Data Trends Across Industrial Markets

PTC is turning governed product data, cloud collaboration and focused AI pilots into broader industrial software and service opportunities.

PTCPositive Net Change ADSKPositive Net Change DASTYPositive Net Change SIEGYPositive Net Change

Shreya Majumder

STX vs. P: Which Storage Stock Deserves a Spot in Your Portfolio?

Seagate's AI-driven HDD demand, expanding HAMR adoption and record cash flow strengthen its investment case over Everpure's margin and cost challenges.

STXNegative Net Change PPositive Net Change

Shreya Majumder

WDC vs. SMCI: Which AI Hardware Stock is the Smarter Investment Now?

Western Digital's AI storage focus and stronger financial footing make it stand out against Super Micro as both target the booming AI infrastructure market.

WDCNegative Net Change SMCIPositive Net Change NVDAPositive Net Change SNDKNegative Net Change

Rajshree Sipani

Mastercard vs. Affirm: Which Fintech Stock Has More Room to Run?

AFRM's faster growth, lower valuation and higher analyst upside give it the edge over MA in the race to capitalize on digital payments.

MANegative Net Change AFRMNegative Net Change