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cybersecurity: Archive

Kashvi Chandgothia

DDOG vs. FIVN: Which Cloud Software Stock is the Better Buy Now?

Datadog and Five9 both play critical roles in enterprise cloud software, but differences in growth drivers, AI focus and valuation shape the debate.

FIVNPositive Net Change DDOGNegative Net Change

Rajshree Sipani

Visa vs. PayPal: Which Fintech Stock Has More Upside Today?

PYPL is betting on AI-driven commerce and platform engagement as it competes with V's scale-led payments network.

VNegative Net Change PYPLNegative Net Change

Anirudha Bhagat

AI-Driven Cybersecurity Boom Makes These 4 Stocks Worth Buying

Cybersecurity firms with AI capabilities are positioned for long-term growth as cyberattacks continue to intensify.

FTNTNegative Net Change PANWNo Net Change QLYSNegative Net Change SAILNegative Net Change CRWDNegative Net Change NETNegative Net Change PLTRNegative Net Change

Vasundhara Sawalka

Fortinet vs. Cisco: Which Cybersecurity Leader Has the Edge Now?

Fortinet's record margins, surging SASE billings, and AI-driven security gains put FTNT in focus against CSCO's broader but uneven growth story.

CSCONegative Net Change FTNTNegative Net Change

Vasundhara Sawalka

FTNT's Premium Valuation Raises Concerns: Buy, Sell or Hold the Stock?

Fortinet's premium valuation, slowing service revenues and cautious guidance offset strong margins and SASE growth, prompting investors to consider a hold stance.

CHKPNegative Net Change FTNTNegative Net Change ZSNegative Net Change CRWDNegative Net Change

Kashvi Chandgothia

Datadog Stock Gains 27% in 6 Months: Is it Worth Holding for Now?

DDOG's AI-focused product gains and broader platform adoption support steady momentum, even as competition and valuation concerns temper expectations.

IBMNegative Net Change CSCONegative Net Change DTNegative Net Change DDOGNegative Net Change

Mark Vickery

Market Indexes Stay Mostly Green Ahead of ADP Wednesday

We haven't seen back-to-back positive ADP jobs numbers since April and May of this year, illustrating the difficulties within the domestic labor market in 2025.

ADPNegative Net Change AEONegative Net Change MRVLPositive Net Change MSTRPositive Net Change CRWDNegative Net Change

Subham Roy

Should You Buy, Sell or Hold Zscaler Stock Before Q1 Earnings?

ZS eyes Q1 revenue and EPS targets as demand for its security platforms grows, even as tight budgets and longer deal cycles add pressure.

PANWNo Net Change CYBRPositive Net Change ZSNegative Net Change CRWDNegative Net Change

Mark Vickery

A Tale of Two Tech Giants: NVDA and PANW

Non-GAAP gross margins for NVIDIA reached an astounding +73.6%, with an outperformance in its Blackwell chips that not all analysts expected.

NVDANegative Net Change PANWNo Net Change

Kevin Cook

Bull of the Day: Ondas Holdings (ONDS)

Small-cap provider of drone systems is building a security enterprise on Palantir technology

ONDSPositive Net Change PLTRNegative Net Change

Anirudha Bhagat

AI-Driven Security Boom Puts These 4 Cybersecurity Stocks in Spotlight

Cybersecurity firms with AI capabilities are positioned for long-term growth as cyberattacks continue to intensify.

CSCONegative Net Change CHKPNegative Net Change FTNTNegative Net Change PANWNo Net Change SAILNegative Net Change CRWDNegative Net Change DDOGNegative Net Change

Vasundhara Sawalka

Should You Buy, Sell or Hold Fortinet Stock Before Q3 Earnings?

FTNT leads in SASE and AI security but faces competition and stretched valuation. Hold for now; await better entry post-Q3 results.

FTNTNegative Net Change PANWNo Net Change ZSNegative Net Change CRWDNegative Net Change

Vasundhara Sawalka

FTNT Stock Down 14.6% in 3 Months: Buy the Dip or Wait for Recovery?

Fortinet stock plunges 13.5% in 3 months despite strong AI innovations and raised guidance. Should investors hold or wait?

CHKPNegative Net Change FTNTNegative Net Change ZSNegative Net Change CRWDNegative Net Change

Yashwardhan Jain

Make a Hack-Proof Portfolio With Cybersecurity ETFs

As AI adoption surges and cyberattacks escalate, cybersecurity ETFs like CIBR and HACK stand out as investors seek digital defense gains.

HACKNegative Net Change CIBRNegative Net Change IHAKNegative Net Change BUGNegative Net Change WCBRPositive Net Change SPAMNegative Net Change

Nilanshi Mukherjee

Rubrik vs. DELL: Which Data Protection Stock Has the Edge Now?

RBRK's rapid ARR growth and expanding AI security portfolio impress, but Dell Technologies' stronger earnings and valuation give it the edge in data protection.

DELLPositive Net Change RBRKNegative Net Change

Nilanshi Mukherjee

Rubrik Rallies 20% YTD: Should You Buy, Sell, or Hold the Stock?

RBRK benefits from soaring subscription growth, new AI-driven offerings, and deepening ties with tech giants.

AMZNPositive Net Change AMDNegative Net Change CRWDNegative Net Change RBRKNegative Net Change

Vasundhara Sawalka

Fortinet vs. CrowdStrike: Which Cybersecurity Stock is a Better Buy?

CRWD's AI-native platform, AWS/NVIDIA partnerships, and accelerating ARR growth outshine FTNT. Buy CRWD stock for superior upside; hold or wait for FTNT.

FTNTNegative Net Change CRWDNegative Net Change

Kashvi Chandgothia

3 Reasons to Hold BLZE Stock Now Despite a 56.8% Year-to-Date Rally

BLZE stock soars on B2 Cloud momentum and AI-linked growth, yet valuation pressures suggest a cautious hold.

AMZNPositive Net Change DBXNegative Net Change DDOGNegative Net Change BLZENegative Net Change

Arghyadeep Bose

Accenture Stock Declines 32% YTD: Here's How to Play It Now

ACN's $3B GenAI investment, deep tech alliances and new Reinvention Services mark a pivotal shift in its strategy.

ACNNegative Net Change IBMNegative Net Change CGEMYNegative Net Change

Andrew Rocco

Bull of the Day: CrowdStrike (CRWD)

CrowdStrike is a leader in the cybersecurity industry due to its unique AI-driven platform. With clients flocking to its cutting-edge AI technology, investors should expect strong financial performance and sustained growth from CRWD.

CRWDNegative Net Change

Aniruddha Ganguly

OKTA vs. Cisco Systems: Which Cybersecurity Stock Has an Edge?

Cisco's AI-driven security momentum and Okta's identity solutions shine, but CSCO's scale and AI orders give it the edge.

CSCONegative Net Change OKTANegative Net Change

Vasundhara Sawalka

Can FTNT Stock Recover From YTD Drop on AI Security Push? How to Play

Fortinet stock declines 15.6% YTD despite AI expansion efforts. Strong SASE momentum and raised guidance suggest holding for recovery.

CHKPNegative Net Change FTNTNegative Net Change ZSNegative Net Change CRWDNegative Net Change

Tanuka De

Top Founder-Led Stocks That Can Be Safer Long-Term Investment Plays

AppLovin, Palantir, Blackstone and CrowdStrike stand out as founder-run companies with strong vision, innovation, and long-term growth drivers.

BXNegative Net Change APPNegative Net Change CRWDNegative Net Change PLTRNegative Net Change

Anirudha Bhagat

AI-Fueled Cybersecurity Market Makes These 3 Stocks Worth Buying

Cybersecurity firms are leveraging AI to deliver smarter and faster protection as cyberattacks continue to intensify.

CHKPNegative Net Change RDWRNegative Net Change FTNTNegative Net Change PANWNo Net Change QLYSNegative Net Change CRWDNegative Net Change

Vasundhara Sawalka

Fortinet vs. Cisco: Which Networking Security Stock Has Better Upside?

FTNT outpaces CSCO with superior security focus, double-digit growth, and AI-powered threat detection leadership, justifying premium valuation.

CSCONegative Net Change FTNTNegative Net Change