Latest news with #ShaulEyal
Yahoo
29-05-2025
- Business
- Yahoo
TD Cowen Reiterates Buy rating on CrowdStrike (CRWD) Q1 Earnings Approach
On May 29, Shaul Eyal from Cowen Inc. reiterated a Buy rating on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) with a price target of $220. The reiteration comes as the company gets close to releasing its fiscal first-quarter results for 2026. Security personnel at their consoles, monitoring a global network of threats in real-time. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a leading international cybersecurity company known for its Falcon platform. The company offers 29 cloud modules on its Falcon platform via a software-as-a-service subscription model. It is set to report its first-quarter results for fiscal 2026 on June 3. During the fiscal fourth quarter of 2025, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) posted $1.06 billion in revenue, up 25.22% year-over-year. Management is expecting the revenue for FQ1 2026 to be between $1.10 billion to $1.106 billion, with an EPS of $0.64 to $0.66. While we acknowledge the potential of CRWD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CRWD and that has 100x upside potential, check out our report about the . READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-05-2025
- Business
- Yahoo
TD Cowen Reaffirms Buy on Check Point (CHKP), Highlights Veriti Acquisition
On May 27, TD Cowen reaffirmed its stance on Check Point Software Technologies Ltd. (NASDAQ:CHKP), keeping its Buy rating and $285 price target on the company's shares. Shaul Eyal, an analyst for the firm, emphasized the strategic importance of Check Point Software's recent acquisition and how it may improve the company's standing in the cybersecurity industry. The deal, which is expected to finalize by the end of the second quarter of 2025, is valued at more than $100 million and marks Check Point's first acquisition under the direction of CEO Nadav Zafrir. Veriti Cybersecurity, the acquired company, will support an open-garden strategy to improve Check Point's null Platform. It is expected that this strategy will strengthen Check Point Software's capabilities in Exposure Management, a sector that is gaining interest due to its essential role in cybersecurity, and enable multi-vendor remediation across several security layers. By allowing Veriti to instantly apply virtual patching through Check Point Software Technologies Ltd. (NASDAQ:CHKP) gateways and absorb cloud exposure analytics, the acquisition also enhances Check Point's strategic alliance with cloud security firm Wiz. While we acknowledge the potential of CHKP to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CHKP and that has 100x upside potential, check out our report about the cheapest AI stock. Read Next: and Disclosure: None. Sign in to access your portfolio
Business Insider
20-05-2025
- Business
- Business Insider
SailPoint, Inc. (SAIL) Gets a Buy from RBC Capital
In a report released on May 18, Matthew Hedberg from RBC Capital maintained a Buy rating on SailPoint, Inc. (SAIL – Research Report), with a price target of $27.00. The company's shares closed yesterday at $18.35. Confident Investing Starts Here: Hedberg covers the Technology sector, focusing on stocks such as Olo, Snowflake, and N-able. According to TipRanks, Hedberg has an average return of 20.4% and a 66.80% success rate on recommended stocks. In addition to RBC Capital, SailPoint, Inc. also received a Buy from TD Cowen's Shaul Eyal in a report issued on May 16. However, on May 15, Mizuho Securities maintained a Hold rating on SailPoint, Inc. (NASDAQ: SAIL). The company has a one-year high of $26.35 and a one-year low of $15.05. Currently, SailPoint, Inc. has an average volume of 1.79M. Based on the recent corporate insider activity of 13 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of SAIL in relation to earlier this year. Most recently, in February 2025, THOMA BRAVO UGP, LLC, a Major Shareholder at SAIL sold 2,500,000.00 shares for a total of $54,750,000.00.
