Dec 9, 2019 by Herve BlandinZoom Video's Lofty Valuation Leaves No Margin for SafetyThe cloud-based collaboration company posted impressive results and raised guidance, but it remains exposed to intensifying competition.
Dec 9, 2019 by Herve BlandinWhy Investors Should Avoid ZscalerThe cybersecurity company reported strong fiscal first-quarter results and raised its guidance, but its stock price corresponds to higher expectations.
Dec 7, 2019 by Herve BlandinBetter Buy: Square vs. PayPalBoth payment companies are expanding their ecosystems, but their distinct risk profiles correspond to different types of investors.
Dec 2, 2019 by Herve BlandinWhat Palo Alto Networks' Ambitious 3-Year Plan Doesn't Tell YouDespite weak next-quarter guidance, management emphasized the company was on track to reach its long-term goals.
Nov 29, 2019 by Herve BlandinBeware Splunk's Impressive Operating Cash Flow ForecastManagement expects $1 billion of operating cash flow by fiscal 2023.
Nov 26, 2019 by Herve BlandinBetter Buy: Cisco Systems vs. OracleBoth tech giants have been transforming their legacy businesses while generating significant free cash flow.
Nov 24, 2019 by Herve BlandinBetter Buy: CenturyLink vs. Frontier CommunicationsBoth companies rely on their fiber assets to offset the decline of their legacy businesses, but one of them is much riskier.
Nov 20, 2019 by Herve BlandinWhy Cisco's Weak Guidance Creates an Opportunity for Dividend InvestorsThe yield now exceeds 3.1% -- and it's safe.
Nov 18, 2019 by Herve BlandinDatadog's Stellar Earnings Come With a Stiff ValuationThird-quarter results topped ambitious expectations and the company's market cap jumped $1.9 billion overnight.
Nov 15, 2019 by Herve BlandinWhy CyberArk Software Is a Speculative InvestmentEven with strong double-digit revenue growth, increasing profits, and raised guidance, the cybersecurity company remains pricey.
Nov 14, 2019 by Herve BlandinThere Are Challenges Behind New Relic's Encouraging Q2 EarningsThe New Relic One platform shows promising early signs, but the market expects more.
Nov 10, 2019 by Herve BlandinExtreme Networks Must Surpass This Ambitious GoalManagement confirmed its intention to improve the company's operating margin over the short term.
Nov 7, 2019 by Herve BlandinArista's Ugly Guidance Isn't Only About One Giant Cloud CustomerThe network vendor is facing significant risks over the medium term.
Nov 3, 2019 by Herve BlandinFireEye: It's Not Only About the CloudIt's also about profitability. The company's third-quarter earnings show losses stay significant.
Nov 3, 2019 by Herve BlandinCheck Point Software's Attractive Potential Behind Its Weak Short-Term EarningsIn the context of modest third-quarter results, the company is poised to boost its profits over the medium term.
Oct 23, 2019 by Herve BlandinWhy Investors Should Worry About Juniper's Cloud BusinessManagement expects year-over-year revenue growth next quarter, but challenges in the cloud persist.
Oct 20, 2019 by Herve BlandinIBM's Weak Results Hide Its Growth PotentialAccounting rules and one-time items dragged down the tech giant's third-quarter numbers, but its long-term investment thesis remains attractive.
Oct 9, 2019 by Herve BlandinWhy Arista Networks' Cost Advantage Can't LastArista's expansion outside of its core cloud business will likely reduce its operating margin.
Oct 8, 2019 by Herve BlandinCan Cenovus Sustain Its Growing Dividend?Volatile oil and gas prices and a looming debt load might endanger the energy company's plans to boost its payout.
Oct 3, 2019 by Herve BlandinStitch Fix's Declining Margins Spell Opportunity for InvestorsAs the personalized apparel curator ramps up its growth initiatives, those investments will cut into its profits -- for now.
