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When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Selling is less formula than judgment. Thoughtful investors reach different judgments from identical facts
VAST AI Operating System delivers native CrowdStrike Falcon support, integrating protection across AI infrastructure, enterprise data access and AI pipelines with VAST InsightEngine VAST AI Operating System delivers native CrowdStrike Falcon support, integrating protection across AI infrastructure, enterprise data access and AI pipelines with VAST InsightEngine
Cybersecurity software is under pressure again Friday morning after Zscaler (NASDAQ:ZS | ZS Price Prediction) issued fiscal 2027 growth guidance that overshadowed a clean fourth-quarter beat, and peers are drifting with it.
ZScaler (ZS) couldn't muscle an earnings rally for cybersecurity like CrowdStrike (CRWD) did last week. Diane King Hall points to slowing growth as the culprit dragging shares down.
CrowdStrike is a top investment pick in this space, but it's pricey.
Investors looking for artificial intelligence winners beyond chips are increasingly turning to software and cybersecurity.
The post-earnings surge in Snowflake (SNOW) shares is something Mark Gibbens sees reinforcing newfound market confidence in software. Even though HPE (HPE) did not rally after reporting strong numbers, he says the a still-strong AI story backs the company's momentum.