Tal Liani

Earlier this month, Cisco Systems Inc (NASDAQ:CSCO) launched a $1 billion investment fund to support the development of secure AI solutions. The company's Investor Day focused on the large target addressable market (TAM) but management provided conservative growth targets for fiscal 2026 and 2027,...

Shares of Cisco Systems Inc (NASDAQ:CSCO) declined in early trading on Thursday, even after the company reported stronger-than-expected results for its fiscal third quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Michael Ng...

Shares of Qualcomm Inc (NASDAQ: QCOM) tanked in early trading on Thursday, even after the company reported strong quarterly results and the extension of its deal with Apple Inc (NASDAQ: AAPL). The results came amid an exciting earnings season. Here are some key analyst takeaways from the release....

Shares of Fortinet Inc (NASDAQ: FTNT) climbed during the premarket session on Monday, after the company reported better-than-expected first-quarter results. The premium at which the stock trades to its cyber peers is warranted, given the company’s strong fundamentals, according to BofA...

Shares of Zscaler Inc (NASDAQ: ZS) crashed in the premarket session on Friday, despite the San Jose, California-based company reporting an earnings beat for its fourth quarter. Needham analyst Alex Henderson maintained a Strong Buy rating and price target of $210. Wedbush analyst Daniel Ives...

Shares of Fastly Inc (NYSE: FSLY) spiked in early trading on Monday, continuing last week’s rally. The company has strong underlying foundations and is focusing on security and edge cloud solutions, according to BofA Securities. The Fastly Analyst: Tal Liani upgraded the rating on Fastly from...

Shares of Zscaler Inc (NASDAQ: ZS) spiked close to 11% in Thursday’s after-hours session, after the company reported upbeat quarterly results, with earnings and revenue beating Street expectations. BMO Capital Markets On Zscaler Analyst Keith Bachman maintained an Outperform rating, while...

CrowdStrike Holdings Inc (NASDAQ: CRWD) reported its quarter revenue at $535.2 million, up 58% from the year-ago quarter, and adjusted earnings of 36 cents per share, beating analyst expectations. Management guided to earnings for the third quarter and fiscal year ahead of the consensus estimates....

Shares of InterDigital Inc (NASDAQ: IDCC) traded lower by 2.8% on Monday morning after one Wall Street analyst said the stock simply has no growth catalysts ahead. The Analyst: Bank of America analyst Tal Liani initiated coverage of InterDigital with an Underperform rating and $60 price target....

Some key networking and security companies are scheduled to report earnings next week. Despite the decline in valuation, some stocks still do not reflect the likely deterioration in financials, according to BofA Securities. The Networking & Security Analyst: While order trends deteriorated...

CrowdStrike Holdings Inc (NASDAQ: CRWD) shares traded down by 6.2% on Friday after the company reported a first-quarter earnings beat and raised its full-year guidance. On Thursday, CrowdStrike reported adjusted first-quarter EPS of 31 cents on revenue of $487.8 million. Both numbers exceeded...

Palo Alto Networks Inc (NASDAQ: PANW) reported revenues and earnings for its fiscal third-quarter ahead of expectations. BofA Securities On Palo Alto Networks: Analyst Tal Liani reiterated a Buy rating and a price target of $650. “Palo Alto Networks continues to draw strength from its new...

While Fortinet Inc.’s (NASDAQ: FTNT) stock already prices in the company’s strong results, CommScope Holding Company Inc (NASDAQ: COMM) has limited catalysts to drive growth in the near term, according to BofA Securities. The Networking and Security Analyst: Tal Liani downgraded the...

Crowdstrike Holdings Inc (NASDAQ: CRWD) shares jumped more than 13% on Thursday morning after the company's earnings and guidance topped Wall Street's expectations. On Wednesday, CrowdStrike reported fourth-quarter adjusted EPS of 30 cents on revenue of $431 million. Both numbers topped...

Cisco Systems Inc (NASDAQ: CSCO) shares dropped 8% on Thursday after the company reported a sales miss and issued disappointing guidance. Cisco reported fiscal first-quarter adjusted EPS of 82 cents, slightly above the 80 cents analysts were expecting. However, first-quarter revenue of $12.9...