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cybersecurity: Archive

Om Jaiswal

CRWD Stock Plunges 13% in a Month: Should You Hold or Book Profits?

CrowdStrike shares plunge 13.4% in a month. Slowing revenue growth, premium valuation and rising competition raise concerns about CRWD's outlook.

CRWDPositive Net Change QLYSNegative Net Change OKTAPositive Net Change ZSNegative Net Change

Anirudha Bhagat

Zscaler Lags Cybersecurity Peers: Should Investors Hold the Stock?

ZS' slowing growth and rising spending weigh on its stock, but AI security momentum, Zero Trust adoption and attractive valuation support a hold strategy.

ZSNegative Net Change FTNTNegative Net Change PANWPositive Net Change CRWDPositive Net Change

Anirudha Bhagat

Micron Stock Jumps 36% in Six Months: Is There More Upside Ahead?

MU's 36% six-month rally is fueled by surging AI memory demand, record revenues and strong earnings. Can its attractive valuation drive more upside?

MUPositive Net Change TXNNegative Net Change NVDAPositive Net Change MRVLPositive Net Change

Om Jaiswal

Palo Alto Networks Surges 92% YTD: Time to Hold or Fold the Stock?

PANW shares surge 91.6% YTD as AI security demand and platformization fuel growth, but rising costs and premium valuation warrant caution.

PANWPositive Net Change CHKPNegative Net Change QLYSNegative Net Change ZSNegative Net Change

Mark Vickery

Big Quarterly Beats After the Close: AAPL, PLTR, LSCC, ROKU

Apple was not involved with the AI buildout race; thus, the company's capital expenditures in the quarter were a relatively light $2.24 billion, below the expected $3.33 billion.

AAPLNegative Net Change LSCCPositive Net Change FOXPositive Net Change ROKUPositive Net Change PLTRPositive Net Change

Aniruddha Ganguly

OKTA vs. S: Which Enterprise Cybersecurity Stock Has an Edge Now?

Okta has an edge over SentinelOne, with stronger profitability, robust cash flow and expanding AI-agent security capabilities despite slower revenue growth.

SPositive Net Change OKTAPositive Net Change

Rajshree Sipani

AXP vs. MA: Which Payments Powerhouse Has Greater Potential?

Mastercard outshines American Express with stronger growth forecasts, diversified revenues and lower credit risk, despite its premium valuation.

MAPositive Net Change AXPNegative Net Change

Shaun Pruitt

Fortinet (FTNT) Stock Plunges After Q3 Earnings: Time to Buy the Dip?

Fortinet (FTNT) stock plunged 20% after Q3 earnings, following a YTD rally of over 100%. Is the sharp selloff a buying opportunity?

FTNTNegative Net Change PANWPositive Net Change CRWDPositive Net Change

Aniruddha Ganguly

Okta Surges 158% YTD: Should Investors Hold the Stock Now?

OKTA shares have surged 157.5% YTD on rising identity security and AI demand, but slowing revenue growth, stiff competition and premium valuation raise concerns.

OKTAPositive Net Change MSFTNegative Net Change CSCONegative Net Change CRWDPositive Net Change

Rajshree Sipani

Visa vs. Block: Which Digital Payments Stock Has More Upside?

XYZ outshines V with stronger growth prospects, a more attractive valuation and expanding Square and Cash App ecosystems that support its upside potential.

VNegative Net Change XYZPositive Net Change