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cybersecurity: Archive

Anirudha Bhagat

Zscaler Plunges 53% in a Year: Should You Hold or Fold the Stock?

ZS' steep drop, slowing growth and higher AI-related costs worry investors, but strong results, AI security traction and cheaper valuation support holding the stock.

ZSPositive Net Change FTNTPositive Net Change PANWPositive Net Change CRWDPositive Net Change

Om Jaiswal

CRWD Trades at Premium Valuation: Time to Hold or Fold the Stock?

CrowdStrike's Falcon Flex adoption is strengthening recurring revenue growth, but premium valuation and slowing sales growth warrant a cautious approach.

CRWDPositive Net Change SPositive Net Change QLYSPositive Net Change OKTAPositive Net Change

Om Jaiswal

Palo Alto Networks Stock Surges 85% YTD: Time to Hold or Book Profits?

PANW surges 84.8% YTD on AI-driven cybersecurity demand, but premium valuation and rising integration costs warrant a cautious approach.

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

Shreya Majumder

BlackBerry Rallies After Q1 Beat: Is the Stock Still Attractive?

BlackBerry's Q1 beat, higher guidance and QNX-driven growth fueled a 22% stock jump. Can its AI and software strategy sustain the rally?

BBPositive Net Change NVDANegative Net Change PANWPositive Net Change CRWDPositive Net Change

Nilanshi Mukherjee

OKTA vs. S: Which Enterprise Cybersecurity Stock Is the Better Buy?

Okta benefits from identity security demand, 20,000+ customers, and AI offerings, but SentinelOne stands out for faster growth and platform momentum.

SPositive Net Change OKTAPositive Net Change

Nilanjan Banerjee

Top Big Data Stocks Powering the Future of Data-Driven AI

Intel, Palantir and Dell are positioned to benefit as Big Data and AI demand grows across finance, healthcare, retail and manufacturing.

INTCPositive Net Change DELLPositive Net Change PLTRNegative Net Change

Shreya Majumder

BlackBerry's QNX Positions it for Physical AI & Smart Vehicle Growth

BB is expanding QNX beyond automotive into robotics, healthcare and industrial markets as Physical AI drives demand for secure embedded software.

BBPositive Net Change QCOMPositive Net Change NVDANegative Net Change

Shreya Majumder

Western Digital vs. NetApp: Which Data Center Stock is the Smarter Bet?

WDC's AI-driven HDD roadmap, rising cloud demand and strong estimate revisions highlight why it may offer more upside than NTAP.

NTAPPositive Net Change WDCPositive Net Change SNDKPositive Net Change

Om Jaiswal

PANW vs. FTNT: Which Cybersecurity Stock Has an Edge Right Now?

Fortinet gains an edge over Palo Alto Networks, supported by strong SASE adoption, steadier execution and a lower valuation.

FTNTPositive Net Change PANWPositive Net Change

Anirudha Bhagat

Commvault Stock Outlook Turns on SaaS Growth and Cyber Demand Now

CVLT's SaaS revenue surge, ARR gains and cyber resilience demand support its growth story, but fiscal 2027 growth and margin limits keep the setup balanced.

IBMNegative Net Change CVLTPositive Net Change RBRKPositive Net Change