nasdaqddog
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...
ValueWalk
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...
ValueWalk
F5 Networks hit bottom and it was confirmed in the wake of FQ1 results.Other cybersecurity stocks may do the same when they report.Analyst sentiment may cap gains in the near term and keep these stocks range bound.5 stocks we like better than F5Cybersecurity stocks are down from their high-flying days in the post-pandemic world. Stocks from Palo Alto Networks (NASDAQ:PANW) to Datadog Inc. (NASDAQ:DDOG) and Paycom Software (NASDAQ:PAYC) are down 50% or more from those days, but the time to buy them might be at hand. Q4 2022 hedge fund letters, conferences and more Find A Qualified Financial Adv...
ValueWalk
It has been a challenging year on the market amid surging inflation and aggressive monetary tightening by the central bank. Investors and analysts have been burning the midnight oil extra hard this year, scrambling in all sorts of directions to find cushioning assets that can shield their portfolios from a potential recession. Right from the start companies went on a cut-back rampage, slashing their forward-looking guidance for the year, while others were seen embarking on mass employee layoffs in an attempt to save their bottom line. Q3 2022 hedge fund letters, conferences and more Industry l...
ValueWalk
Datadog’s Q3 results bode well for cyber security stocks.The analysts are in support and have a target well above the recent price action.The price may be bottoming but it’s too soon to go all-in.Datadog (NASDAQ:DDOG) shares are down more than 50% from their all-time high but it doesn’t deserve to be in the doghouse. The company’s valuation may have gotten out of hand back at the end of 2022 but now, with shares down at more reasonable levels, it’s more in line with reality and the reality is quite good. Q3 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach ad...
ValueWalk
Did you see what happened to Facebook’s stock? Last week, the social media giant—now Meta Platforms Inc (NASDAQ:FB)—plunged 26% after reporting bad earnings. Q4 2021 hedge fund letters, conferences and more And get this: The company lost $232 billion in shareholder wealth overnight. It was the largest one-day drop in value of any stock ever. Of course, if you’ve been following along, you know it’s not just large stocks struggling. Roughly half of the stocks in the tech-heavy Nasdaq have been cut in half. Investors are panicking and wondering what to do. So today, I’m giving you my game plan fo...
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら