Recent articles
Why Zscaler Needs More Cloud Cybersecurity
After better-than-expected fiscal second-quarter results, the company's stock price dropped by more than 10%, but its valuation remains high.
Can This Cloud Software Company Keep Growing?
The company posted strong fourth-quarter results, and guidance exceeded analysts' expectations, but it faces strengthening competition.
Better Buy: CenturyLink vs. AT&T
Both telecommunication providers pay a generous dividend despite their risky transformations and significant debt loads.
Arista Networks Releases Weak Guidance ... Again: Should Investors Worry?
Management expects revenue from the company's cloud business to decline in 2020.
Why Cisco Shouldn't Buy FireEye
FireEye's stock price spiked on rumors of a buyout offer from Cisco.
Cisco Raises Its Dividend Despite Declining Revenue: Key Takeaways From Second-Quarter Earnings
Amid short-term challenges, the tech giant's dividend yield is again crossing the symbolic 3% mark.
Up 60% the Last 6 Months, This Cloud Company Just Boosted Its Growth Prospects
Important new partnerships will materialize over the next few quarters.
Impressive Revenue Growth and 2 More Keys for Fortinet Stock
The cybersecurity company posted strong fourth-quarter results, and management confirmed its medium-term outlook.
Strong Cloud Growth and 2 More Keys for FireEye Stock
The cybersecurity company released mixed fourth-quarter results.
Should Investors Worry About New Relic Stock After Mixed Earnings Report?
Management reduced this software company's fiscal 2020 free cash flow expectations in a significant way.
Why Cloud Growth Could Fuel a Revenue Turnaround for Check Point Software
The cybersecurity vendor posted weak fourth-quarter revenue growth, and guidance indicates this trend will continue in 2020.
AT&T Preferred Stock Offers a Safer Alternative to the Dividend
Significant uncertainties threaten AT&T's dividend over the medium term unless you can access this preferred alternative.
Why 5G Could Be Crucial for Extreme Networks
The deployment represents a strong tailwind for the tech vendor struggling with structural challenges.
Why F5 Networks' Latest Big Bet Will Keep Shareholders in Good Shape
The tech vendor spent approximately $1 billion to acquire Shape Security and enhance its application cybersecurity portfolio.
Why Juniper Networks Will Stagnate Despite Its Cloud Recovery
The network vendor stopped its streak of declining revenue, but significant challenges remain in 2020 and beyond.
Beyond Short-Term Headwinds, Citrix Is Set to Profit From Its Shift to the Cloud
Management forecasted weak revenue growth and declining operating margin in 2020, but the long term looks brighter.
Why IBM's Solid Cloud Business Won't Lead to a Strong Dividend Increase
The tech giant posted better-than-expected results and encouraging guidance, but management will focus on reducing the debt load.
Better Buy: Cisco Systems vs. IBM
Both tech giants pay a solid dividend while ramping up their cloud businesses. But which stock represents the best opportunity?
Could Elastic Be a Millionaire Maker Stock?
Given its modest revenue base in expanding markets, the search company still has plenty of room to grow. But its stock price may follow a different trajectory.
Better Buy: Arista Networks vs. Cisco
It's a choice between the dominant legacy network vendor Cisco and its fast-growing challenger Arista Networks.