Recent articles
Better Buy: Arista Networks vs. Cisco Systems
Both highly profitable network vendors posted underwhelming quarterly results, but they remain exposed to attractive long-term growth opportunities.
Is Zoom Video Communications Stock a Buy?
Up more than 500% since the beginning of the year following stellar fiscal second-quarter results, does the video communications specialist's stock still have room to grow?
Fastly Will Acquire Signal Sciences to Invest in Cybersecurity
The deal offers important synergies between both companies.
Splunk's Fiscal Q2 Revenue Declined: Here's Why That's Good News
The transition to the cloud is blurring the company's results.
Palo Alto Networks Should Keep Growing -- But its Stock Price Might Not
Management expects a high adjusted free cash flow margin and strong double-digit revenue growth over the next 12 months.
Is Cisco Systems Stock a Buy?
Will the tech giant succeed in transforming its legacy networking portfolio?
This Highly Profitable Cybersecurity Stock Could Be a Huge Winner
It is leveraging its platform to expand into growing cybersecurity markets.
Down More Than 40% in the Past Year, Is This Growth SaaS Stock a Buy?
Cloud monitoring specialist New Relic posted better-than-expected quarterly results, but its new strategy seems to have investors concerned.
Is Alteryx Stock a Buy?
The analytics specialist is facing significant revenue growth deceleration, but its long-term potential remains attractive.
Is Arista Networks Stock a Buy?
The cloud network data-center specialist posted double-digit, second-quarter revenue decline, but it remains exposed to long-term tailwinds despite intensifying competition.
Why Juniper Networks' Margins Should Remain Pressured
The legacy network vendor will be facing extra competition in lower-margin businesses.
Never Heard of Adaptive Applications? It's F5 Networks' Long-Term Vision
Adaptive applications leverage the tech specialist's various technologies.
Is Microsoft Stock a Buy?
The tech giant posted strong fiscal fourth-quarter results and it is poised to grow over the long term. But its stock remains close to its all-time highs.
Why Investors Are Paying a Premium for Fastly
Cybersecurity and edge computing should fuel the content delivery network specialist's revenue growth over the next several years.
Is IBM Stock a Buy?
It depends on its growing hybrid cloud business.
Is Okta Stock a Buy?
The high-growth cloud stock is now close to its all-time highs.
These 3 Stocks Are Absurdly Overvalued Right Now
Explosive revenue growth and exposure to attractive markets doesn't turn these expensive stocks into investment opportunities.
How Risky Is Fastly?
This cloud service provider's stock is up by more than 650% in less than four months. Is the stock a safe bet?
Four Cybersecurity Disruptors Are Forming an Alliance: What It Means for Their Stocks
CrowdStrike, Okta, Proofpoint, and Netskope teamed up to integrate their cloud cybersecurity solutions.
This Is the Business BlackBerry's Shareholders Should Worry About
The cybersecurity specialist's fiscal first-quarter results revealed a significant weakness.