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Bank Of America Downgrades F5 Networks, Negative Secular Trends Too Large To Ignore
Thursday, December 5, 2019 - 12:14pm | 363Read More...F5 Networks, Inc. (NASDAQ: FFIV) has been facing prolonged pressure on revenue growth due to the secular shift in demand from appliance-based Application Delivery Controllers (ADC) to software and cloud-based solutions, according to Bank of America Merrill Lynch. The Analyst Tal Liani downgraded F5...
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Cisco's Stock Drops On Guidance, Sell-Side Lowers Price Targets
Thursday, November 14, 2019 - 3:24pm | 496Read More...Cisco Systems, Inc. (NASDAQ: CSCO) shares continued to drop Thursday after the company issued weak guidance, leading a couple of sell-side analysts to trim revenue estimates and lower price targets on the stock. The Analysts Bank of Amrerica's Tal Liani reiterated a Buy rating on Cisco, but...
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Analysts Laud Ping Identity's Execution Following Maiden Report As Public Company
Thursday, November 14, 2019 - 1:14pm | 379Read More...Ping Identity Holding Corp (NYSE: PING), a provider of identity and access management technology, reported better-than-expected third-quarter results and issued above-consensus revenue guidance, sending shares sharply higher. The Analysts Bank of America analyst Tal Liani reiterated a Buy rating on...
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Here Comes 5G Benefit: Sell-Side Likes Qualcomm's Coming Year
Thursday, November 7, 2019 - 11:39am | 554Read More...Qualcomm Inc's. (NASDAQ: QCOM) strong fourth-quarter results pleased sell-side analysts, but the driving factor in much of the bullishness is the ramp up of 5G, expected to bolster the company's bottom line starting next year. Investors were also bullish on the chip maker, buying its stock...
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The Street Debates FireEye's Stock After Slight Q3 Beat
Wednesday, October 30, 2019 - 3:02pm | 642Read More...Cybersecurity company FireEye Inc (NASDAQ: FEYE) reported third-quarter results, which came in better than management's own guidance but received mixed reception from Street analysts. The Analysts Raymond James analyst Michael Turits maintains a Market Perform rating on FireEye's stock....
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Zscaler Analysts Say Cybersecurity Stock A 'Long-Term Winner' Despite Earnings Setback
Wednesday, September 11, 2019 - 1:58pm | 800Read More...Shares of the cloud security company Zscaler Inc (NASDAQ: ZS), which debuted on the public market in early 2018, are tumbling to their lowest level since February in reaction to the company's fiscal fourth-quarter results. The Analysts Morgan Stanley analyst Melissa Franchi maintained an...
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CrowdStrike Wows Analysts With Execution: 'Difficult Not To Be Impressed'
Friday, September 6, 2019 - 2:01pm | 642Read More...Shares of Crowdstrike Holdings Inc (NASDAQ: CRWD) were slipping Friday, giving back some of the strong gains they've notched since their June IPO. The weakness has come despite the cybersecurity company's beat-and-raise second-quarter report Thursday. The Analysts JMP...
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Sell-Side: Short-Term Pain For Long-Term Gain With Palo Alto Networks
Thursday, September 5, 2019 - 1:00pm | 707Read More...Shares of Palo Alto Networks Inc (NYSE: PANW) continued to rebound with investors and sell-side analysts seeing long-term upside amid a shift to cloud security that outweighs weaker near-term guidance. The stock initially dropped after the fourth-quarter print despite results that beat Street...
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Analysts Hold Out Hope For Qualcomm In 5G Future
Thursday, August 1, 2019 - 3:05pm | 589Read More...Sell-side analysts remain mostly optimistic about the long-term possibilities for QUALCOMM, Inc. (NASDAQ: QCOM) once the switch to 5G cell phone technology gets really going, despite a drop in share price, short-term headwinds from 4G sales and questions about royalties and legal issues. The...
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Analysts: FireEye Shows 'Encouraging Signs Of Growth,' But 'More Pain Ahead'
Wednesday, July 31, 2019 - 4:53pm | 512Read More...Cybersecurity company FireEye Inc (NASDAQ: FEYE) released a concerning second-quarter report highlighted by higher-than-expected expenses and from renewal rates with smaller customers. One analyst views the quarter as showing encouraging signs of growth while another is modeling for headwinds to...
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The $2.6B Cisco-Acacia Deal: 2 Analyst Takes On The Optics
Wednesday, July 10, 2019 - 12:18pm | 556Read More...Tech giant Cisco Systems, Inc. (NASDAQ: CSCO) proposed Tuesday to acquire optical company Acacia Communications, Inc. (NASDAQ: ACIA) in a deal that is "more expensive than it appears," according to Bank of America Merrill Lynch. The Analysts Bank of America's Tal Liani maintained a...
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CrowdStrike Quite Period Ends: Here's What Analysts Are Saying
Monday, July 8, 2019 - 1:26pm | 767Read More...The quite period for Crowdstrike Holdings Inc (NASDAQ: CRWD) has come to an end after its initial public offering on June 12. Multiple analysts are now able to publicly discuss their thoughts on the cloud-delivered cybersecurity company that leverages artificial intelligence to protect customers....
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Ericsson Could Benefit From 5G Deployment, US Pressure On Huawei, BofA Says In Upgrade
Wednesday, May 22, 2019 - 3:13pm | 467Read More...Bank of America Merrill Lynch held meetings with Telefonaktiebolaget LM Ericsson (NASDAQ: ERIC) management Friday that it said inspired greater confidence in the company’s scope for growth and turnaround efforts. The Analyst Tal Liani upgraded Ericsson from Neutral to Buy and raised the...
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3 Cisco Analysts Continue To See Upside Potential After Narrow Q3 Beat
Thursday, May 16, 2019 - 3:10pm | 624Read More...Tech giant Cisco Systems, Inc. (NASDAQ: CSCO) reported third-quarter results Wednesday that came in better than expected and prompted at least three Street analysts to reaffirm their bullish stances. The Analysts Bank of America Merrill Lynch's Tal Liani maintained a Buy rating...
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Bank Of America Upgrades Acacia, China Outlook 'More Positive'
Monday, May 6, 2019 - 12:13pm | 300Read More...Bank of America's bearish stance on Acacia Communications, Inc. (NASDAQ: ACIA) can no longer be justified as the company faces multiple positive catalysts ahead. The Analyst Bank of America's Tal Liani upgraded Acacia from Underperform to Neutral with a price target lifted from $40 to $64....
















