In a new report, UBS gives a wrap-up to its recent global technology conference and included some interesting thoughts on the beaten-down cybersecurity stocks.
An Oppenheimer survey indicates that investors are ready for a more aggressive M&A posture from Cisco.
In the software segment of technology, some 2016 winners seem to be pretty clear, and a new research report from UBS is pretty clear about which way investors should look.
Cowen's very well-respected Gregg Moskowitz has three top tech stocks as his top picks now. All are rated Outperform at Cowen.
The Stifel report notes that the historically leading vendors in the security software industry are losing both market share and the technology innovation battle to the top new vendors.
Lee Jackson While the markets may very well remain choppy, JPMorgan continues to be very bullish on a mega-cap tech behemoth and a fast-rising star.
Oppenheimer, Credit Suisse and other analysts chime in on Palo Alto Networks after its earnings report.
Chris Lange ThinkstockPalo Alto Networks, Inc. (NYSE: PANW) reported its fiscal fourth quarter financial results after the markets closed on Wednesday. The company had $0.28 in earnings per share (EPS) on $283.9 million in…
Chris Lange Palo Alto Networks is scheduled to report its fiscal fourth-quarter financial results after the markets close on Wednesday.
Chris Lange 24/7 Wall St. has put together a preview of Kroger, Lululemon and some of the major companies reporting their quarterly results this week.
For the time being at least, budgets and wallets are wide open to spend on whatever is required to keep data safe and secure.
Security is such a hot growth avenue now, with what seems just like endless growth in the segment, that maybe IBM should consider looking at other data security acquisition.
Monday's top analyst upgrades, downgrades and initiations include Fitbit, Apple, ARM Holdings, Groupon, Palo Alto Networks, PepsiCo and Windstream.
The First Trust Nasdaq CEA Cybersecurity ETF, a new exchange traded fund, hits the market Tuesday, July 7.
UBS is still very positive on the cybersecurity field as a whole, but believe that valuations were frothy now.
