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Key Points SentinelOne is an enterprise cybersecurity company that launched its one-of-a-kind Purple AI, which provides real-time automated responses against cyber threats.SentinelOne’s Q1 2024 revenues rose nearly 71% to $133.39 million but fell short of consensus analyst estimates for $133.39 as it lowered full-year guidance as losses grew wider.SentinelOne took a one-time $27 million adjustment to correct ARR inaccuracies.The company announced a 5% workforce reduction.A slew of analysts cut their ratings on S stock, lowering estimates from the $22 range to the $13 to $13 to $15 range.Sentin...
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Zscaler plummets on robust earnings and outlook.Growth is slowing for this cyber-security play, not evaporating.Analysts are lowering targets but still view the stock as a Buy.5 stocks we like better than ZscalerIs Zscaler (NASDAQ:ZS) buyable on this dip? Wedbush analyst Dan Ives thinks so. In his view, the Q4 billings were not a wow number, which is one reason the market is moving lower. Based on the outlook for federal spending and the long-term outlook for cyber-security spending, the pullback is an opportune entry for investors. Q4 2022 hedge fund letters, conferences and more Find A Quali...
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Shares of Palo Alto Networks are up 40% this year already.The company may continue to trend toward fresh highs.Concerns remain around its valuation.5 stocks we like better than FortinetDespite dropping 25% into the new year, shares of Palo Alto Networks Inc (NASDAQ:PANW) turned north about halfway through January and haven’t stopped going since. Shares are now up a full 40% from that low, and after last week’s update, they look to be on track to keep going. Q4 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted by SmartAsset and is held ...
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Cloudflare popped on results that point to steady growth over the next year.Results are driven by an increase in large clients suggesting further gains in this segment.The entire cloud-security and cyber-security complex is bottoming as well.5 stocks we like better than CloudflareCloudflare (NYSE:NET) still has hurdles to overcome, but the bottom is in for this stock. The price action began showing a bottom in the middle of 2022, confirmed now by the Q4 results and the analyst activity they inspired. Market beat’s analyst tracking tools have picked up 6 new commentaries so far and are all bull...
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In hisDaily Market Notes report to investors, Louis Navellier wrote: The market is looking for footing after the worst day since June. Stocks Grind Higher Amid Earnings BeatsStocks are mixed and muted this morning but grinding higher as the day progresses. Both Macy’s (NYSE:M) and Dick’s Sporting Goods (NYSE:DKS) reported earnings beats top & bottom, with Macy’s guiding down modestly for the second half while Dick’s raised its full-year guidance. Both reported reductions in same-store sales but less than forecasted. Macy’s is up +7% and Dick’s is up 4% on the day. Q2 2022 hedge fund letters, c...
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Palo Alto Networks (NASDAQ:PANW) is a leader in the cybersecurity industry. It has significantly grown its revenues faster and higher than the industry’s 5-year average. The average revenue growth for companies in the cybersecurity industry is 10% per year, while PANW grows at a rate of 25.4%. The business also has impressive projects in the pipeline such as its Cortex Extended Security Intelligence & Automation Management (XSIAM) platform to lead it into the future of cloud security. Its recent financial performance is also something that investors should take note of. Q1 2022 hedge fund lett...
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Palo Alto Networks Is A Highly Valued StockPalo Alto Networks (NASDAQ:PANW) had such a good quarter the results are lifting the entire cybersecurity industry. The problem for us is the results aren’t that strong, the growth is largely priced into the market, and trading at over 65X its earnings it is one expensive stock to own. In light of the fact Palo Alto Networks doesn’t pay a dividend, this gives us no reason to want to own it. While the analysts still see upside potential in the name, we think any rebound that gets started now will be met by resistance well below the all-time high. Q1 20...
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High-profile cyberattacks keep showing up in the news. You may have been a victim yourself or know someone else who has gotten hacked, whether from your credit card or through a full battery of personal information. Q4 2021 hedge fund letters, conferences and more Why cybersecurity stocks, and which ones? Let's dig into this very important topic and take a look at some potentially profitable slices of equities. Why Cybersecurity Stocks?There's never been a better time to invest in cybersecurity stocks, nor will cybersecurity ever stop being an issue. Governments, businesses, and individuals al...
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These 3 Cloud Stocks Offer Compelling UpsideCloud computing is certainly one of the most compelling trends in tech for investors to get behind. Although this innovative industry has already been around for a few years, there are still plenty of reasons to believe that companies offering cloud software and services are just getting started in terms of growth. Digital transformations have become the new normal, with large enterprises increasingly seeking out cloud providers to improve how their businesses run. There’s also the increasing adoption of big data, artificial intelligence, machine lea...
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