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YOU WONT BELIEVE: Meta marshall | Mind Blowing Facts

Cisco Could Be Entering a More Lasting Growth Phase, Says Morgan Stanley

There are several key catalysts, including upgrades to networking equipment, demand for artificial intelligence, and cybersecurity.

Barchart

AI Agents Are Changing Cybersecurity Forever. Zscaler Is Positioning Itself to Win Big.

At its annual Zenith conference, Zscaler reiterated the need to adjust its offerings to the needs of a changing paradigm.

Barchart

Cisco (CSCO) Stock Just Hit a Record High Amid Layoffs Announcement

Cisco shares rallied on blowout Q3 earnings and a new round of layoffs affecting nearly 4,000 jobs. Morgan Stanley analysts continue to see CSCO stock as “cheap” at current levels.

Barchart

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Dow Rises Amid Another Crude Oil Spike: Stock Market Today

Crude oil was up, and Papa Dow was too, but the Nasdaq fell further into correction territory amid persistent uncertainty for global financial markets.

Kiplinger

CRWD Stock Alert: Why Morgan Stanley Is Doubling Down on CrowdStrike Here

While cybersecurity demand is surging, CrowdStrike is right in the middle of it. Now, Morgan Stanley analysts just doubled down on their bullish call for CRWD.

Barchart

Wall Street Loves CrowdStrike Stock After Q3 Earnings. Should You?

CrowdStrike reports its third-quarter results, and Wall Street analysts are in love with it.

Barchart

Zscaler Just Boosted Zero-Trust Lead—AI, Red Canary Deal Add Momentum

With cybersecurity threats escalating in frequency and sophistication, the demand for advanced security solutions is reaching new heights. As organizations worldwide prioritize safeguarding their digital assets, companies at the forefront of cybersecurity innovation are poised for significant growth.

Benzinga

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Up 99% in the Past Year, How High Can This Growth Stock Rise?

With Lumentum shares skyrocketing over the past year, can this growth stock keep climbing?

Barchart

Arista Networks Stock: Is ANET Outperforming the Technology Sector?

Despite Arista Networks consistently outperforming the technology sector, Wall Street analysts remain cautiously optimistic about the stock’s outlook.

Barchart

Why 5 Twilio Analysts Are Slashing Price Targets After Earnings

Shares of Twilio Inc (NYSE: TWLO) Thursday tumbled on disappointing quarterly revenue and projections. BofA Securities On Twilio

Benzinga

Analysts Highlight Supply Chain Constraints Hurting Ciena's Q3 Results; See Recovery In FY23

Benzinga

Zoom Had Disappointing Quarter, Faces Transition Year: Here's Why Some Analysts Are Cutting Price Targets

Video communications company Zoom Video Communications Inc (NASDAQ: ZM) reported earnings per share (EPS) that beat Street estimates and revenue which missed Street estimates on Monday. Analysts sized up the latest quarterly report and the company’s guidance.

Benzinga

Zoom Beats Estimates, But Could Have Rough Year: What 8 Analysts Have To Say

Quarterly revenue and earnings per share from Zoom Video Communications (NASDAQ: ZM) came in better than anticipated from analysts. Here are the key takeaways from analysts on what’s next for the video technology company.

Benzinga

'Still A Second-Half Story': Twilio Analysts React To Mixed Q1 Earnings

Twilio Inc (NYSE: TWLO) shares dropped 2.7% on Thursday after the company reported conservative second-quarter guidance.

Benzinga

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Benzinga

Morgan Stanley Downgrades Telecom & Networking Industry, NetApp, Hewlett Packard Stocks

Morgan Stanley analyst Meta Marshall downgraded her industry view on Telecom & Networking Equipment to Cautious from In-Line with enterprise data points weakening and the dollar strengthening. Given their backlog, Marshall saw equipment and storage companies to "sound good" on the calendar Q1 earnings call.

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